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, Q3 2023
Institutional positions in San Juan Basin Royalty Trust as of Sep 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
- 99
- 0 vs. Q2 2023
- Shares held
- 3.98M
- −2.32M (−36.8%) vs. Q2 2023
- Total value
- $27.6M
- −$19.2M (−41.0%) vs. Q2 2023
- New holders
- 10
- 36 more added
- Sold out
- 10
- 24 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −506,608−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −120,220−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,579−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,525−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Silicon Hills Wealth Management, LLC | – | – | – | – | Not filed |