San Juan Basin Royalty Trust
SJT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319655
No open-market purchases or sales by San Juan Basin Royalty Trust insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- +8 vs. Q1 2023
- Shares held
- 6.34M
- −601.1K (−8.7%) vs. Q1 2023
- Total value
- $47.1M
- −$25.8M (−35.4%) vs. Q1 2023
- New holders
- 19
- 31 more added
- Sold out
- 11
- 24 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SJT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $55.6M |
| Q1 2026 | 89 | $79.1M |
| Q4 2025 | 90 | $86.8M |
| Q3 2025 | 88 | $91.6M |
| Q2 2025 | 86 | $90.1M |
| Q1 2025 | 86 | $72.7M |
| Q4 2024 | 87 | $34.5M |
| Q3 2024 | 77 | $26.1M |
| Q2 2024 | 76 | $24.7M |
| Q1 2024 | 82 | $38.3M |
| Q4 2023 | 97 | $24.9M |
| Q3 2023 | 99 | $27.6M |
| Q2 2023 | 100 | $47.1M |
| Q1 2023 | 93 | $72.9M |
| Q4 2022 | 102 | $85.9M |
| Q3 2022 | 83 | $62.0M |
| Q2 2022 | 86 | $50.6M |
| Q1 2022 | 77 | $56.0M |
| Q4 2021 | 62 | $34.1M |
| Q3 2021 | 58 | $24.3M |
| Q2 2021 | 51 | $34.5M |
| Q1 2021 | 43 | $26.3M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $10 | 0.00% | +1 | New |
| Lee Financial Co | 35 | $261 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $557 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $1.00K | 0.00% | −5−4.2% | Reduced |
| Allworth Financial LP | 179 | $1.32K | 0.00% | +145+426.5% | Added |
| Plante Moran Financial Advisors, LLC | 197 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 243 | $1.81K | 0.00% | −3,303−93.1% | Reduced |
| Geneos Wealth Management Inc. | 300 | $2.23K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 302 | $2.24K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $2.58K | 0.00% | +145+58.0% | Added |
| PSI Advisors, LLC | 530 | $3.94K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 593 | $4.39K | 0.01% | +593 | New |
| First Manhattan Co | 600 | $4.46K | 0.00% | +600 | New |
| Stonebridge Capital Advisors LLC | 818 | $6.05K | 0.00% | +45+5.8% | Added |
| Whittier Trust Co | 846 | $6.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 907 | $6.74K | 0.00% | +907 | New |
| Tucker Asset Management LLC | 911 | $6.77K | 0.00% | +911 | New |
| Hexagon Capital Partners LLC | 1,000 | $7.40K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $7.43K | 0.00% | +1,000 | New |
| Signaturefd, LLC | 1,479 | $11.0K | 0.00% | +697+89.1% | Added |
| Parallel Advisors, LLC | 1,546 | $11.5K | 0.00% | −344−18.2% | Reduced |
| Private Trust Co NA | 1,554 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $12.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,017 | $15.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,128 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,847 | $28.5K | 0.00% | +181+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 3,962 | $29.4K | 0.00% | +33+0.8% | Added |
| Citadel Advisors LLC | 5,170 | $38.4K | 0.00% | +5,170 | New |
| US Bancorp | 5,200 | $38.6K | 0.00% | −163−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,575 | $56.3K | 0.00% | +4,075+116.4% | Added |
| VisionPoint Advisory Group, LLC | 8,150 | $60.3K | 0.02% | +8,150 | New |
| Chilton Capital Management LLC | 8,400 | $62.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,198 | $68.3K | 0.03% | +5,366+140.0% | Added |
| National Bank of Canada | 10,000 | $74.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,100 | $75.0K | 0.00% | +10,100 | New |
| Cutler Group LP | 10,275 | $76.0K | 0.02% | +6,768+193.0% | Added |
| Ameriprise Financial Inc | 10,459 | $77.7K | 0.00% | −5,984−36.4% | Reduced |
| Boston Private Wealth LLC | 10,525 | $78.2K | 0.00% | −1,996−15.9% | Reduced |
| State Street Corp | 10,822 | $80.6K | 0.00% | −236−2.1% | Reduced |
| Cetera Advisor Networks LLC | 10,851 | $80.6K | 0.00% | +10,851 | New |
| Wolverine Trading, LLC | 11,100 | $82.7K | 0.00% | +11,100 | New |
| Essex Financial Services, Inc. | 12,107 | $90.0K | 0.01% | −36,190−74.9% | Reduced |
| Royal Bank of Canada | 12,610 | $93.0K | 0.00% | +1,344+11.9% | Added |
| Avantax Advisory Services, Inc. | 12,865 | $95.6K | 0.00% | +12,865 | New |
| Kovack Advisors, Inc. | 15,000 | $111.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,317 | $113.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,000 | $118.9K | 0.00% | +1,375+9.4% | Added |
| Foundation Resource Management Inc | 16,125 | $120.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,513 | $122.3K | 0.00% | +41+0.2% | Added |
| Virtu Financial LLC | 16,581 | $123.0K | 0.01% | +16,581 | New |
| Quantbot Technologies LP | 18,579 | $138.0K | 0.01% | +14,894+404.2% | Added |
| State of Wyoming | 19,462 | $144.6K | 0.04% | +9,917+103.9% | Added |
| Two Sigma Advisers, LP | 19,900 | $147.9K | 0.00% | −1,300−6.1% | Reduced |
| Sigma Planning Corp | 19,911 | $147.9K | 0.01% | −11,886−37.4% | Reduced |
| International Assets Investment Management, LLC | 21,845 | $162.3K | 0.02% | −1,000−4.4% | Reduced |
| Koshinski Asset Management, Inc. | 22,066 | $163.3K | 0.02% | +22,066 | New |
| PFG Investments, LLC | 22,055 | $163.9K | 0.03% | +11,720+113.4% | Added |
| Beck Mack & Oliver LLC | 23,780 | $176.7K | 0.00% | −15,400−39.3% | Reduced |
| PRW Wealth Management LLC | 25,534 | $178.2K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 25,413 | $188.0K | 0.01% | +25,413 | New |
| Meixler Investment Management, Ltd. | 25,455 | $189.1K | 0.18% | −1,500−5.6% | Reduced |
| Advisory Services Network, LLC | 27,313 | $202.9K | 0.01% | +2,407+9.7% | Added |
| Alps Advisors Inc | 29,438 | $218.7K | 0.00% | +220+0.8% | Added |
| Roundview Capital LLC | 30,000 | $222.0K | 0.02% | −10,000−25.0% | Reduced |
| Delta Investment Management, LLC | 30,195 | $224.3K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $224.4K | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 31,772 | $236.1K | 0.00% | −5,120−13.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,504 | $242.0K | 0.00% | +1,810+5.9% | Added |
| Mariner, LLC | 34,091 | $253.3K | 0.00% | +41+0.1% | Added |
| HRT Financial LP | 36,451 | $270.0K | 0.00% | +36,451 | New |
| Moors & Cabot, Inc. | 36,350 | $270.1K | 0.02% | +8,700+31.5% | Added |
| Warren Averett Asset Management, LLC | 40,250 | $297.9K | 0.01% | +40,250 | New |
| Silicon Hills Wealth Management, LLC | 40,250 | $297.9K | 0.17% | +40,250 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,825 | $303.3K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53,539 | $397.9K | 0.00% | +6,431+13.7% | Added |
| Bank of America Corp | 58,262 | $432.9K | 0.00% | −669−1.1% | Reduced |
| Susquehanna International Group, LLP | 59,254 | $440.3K | 0.00% | −127,746−68.3% | Reduced |
| UBS Group AG | 78,026 | $579.7K | 0.00% | −130,536−62.6% | Reduced |
| Creative Planning | 78,878 | $586.0K | 0.00% | +25,527+47.8% | Added |
| K2 Principal Fund, L.P. | 96,016 | $713.4K | 0.23% | −1,056,789−91.7% | Reduced |
| Wells Fargo & Company | 98,998 | $735.6K | 0.00% | −71,204−41.8% | Reduced |
| Price Jennifer C. | 100,240 | $744.8K | 0.26% | 00.0% | Unchanged |
| Jane Street Group, LLC | 120,220 | $893.2K | 0.00% | +82,833+221.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 126,348 | $938.8K | 0.00% | −5,527−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 134,000 | $995.6K | 0.01% | +9,300+7.5% | Added |
| Horizon Kinetics Asset Management LLC | 135,948 | $1.01M | 0.02% | +35,434+35.3% | Added |
| Beacon Pointe Advisors, LLC | 139,521 | $1.04M | 0.02% | +123,521+772.0% | Added |
| Bramshill Investments, LLC | 154,925 | $1.15M | 0.10% | −2,178−1.4% | Reduced |
| Qube Research & Technologies Ltd | 163,757 | $1.22M | 0.00% | +23,299+16.6% | Added |
| Morgan Stanley | 167,128 | $1.24M | 0.00% | +24,768+17.4% | Added |
| Twin Focus Capital Partners, LLC | 192,124 | $1.43M | 0.29% | −27,500−12.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 219,339 | $1.62M | 0.38% | +680.0% | Added |
| Beck Bode, LLC | 276,007 | $2.04M | 0.50% | −721−0.3% | Reduced |
| Wealthsource Partners, LLC | 504,360 | $3.75M | 0.25% | +28,587+6.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 506,608 | $3.76M | 2.06% | +506,608 | New |
| McDaniel Terry & Co | 565,191 | $4.20M | 0.43% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,335,500 | $9.92M | 0.02% | +754+0.1% | Added |