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, Q4 2023
Institutional positions in San Juan Basin Royalty Trust as of Dec 31, 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
- 97
- −1 vs. Q3 2023
- Shares held
- 4.91M
- +956.5K (+24.2%) vs. Q3 2023
- Total value
- $24.9M
- −$2.48M (−9.1%) vs. Q3 2023
- New holders
- 22
- 24 more added
- Sold out
- 23
- 24 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 584,526 | $2.96M | 2.16% | +584,526 | New |
| Wealthsource Partners, LLC | 513,588 | $2.61M | 0.17% | +6,450+1.3% | Added |
| Beck Bode, LLC | 424,118 | $2.15M | 0.48% | +130,651+44.5% | Added |
| Morgan Stanley | 368,630 | $1.87M | 0.00% | +187,892+104.0% | Added |
| McDaniel Terry & Co | 318,076 | $1.62M | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 285,893 | $1.45M | 0.00% | +77,645+37.3% | Added |
| Pingora Partners LLC | 285,788 | $1.45M | 1.28% | +285,788 | New |
| Mraz, Amerine & Associates, Inc. | 218,124 | $1.11M | 0.23% | −1,289−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 140,121 | $710.4K | 0.01% | +600+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 129,296 | $656.8K | 0.01% | −15,355−10.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 125,756 | $638.8K | 0.00% | +22,792+22.1% | Added |
| Susquehanna International Group, LLP | 118,060 | $599.7K | 0.00% | +63,645+117.0% | Added |
| Qube Research & Technologies Ltd | 100,729 | $511.7K | 0.00% | +7,158+7.6% | Added |
| Greenfield Seitz Capital Management, LLC | 73,000 | $370.8K | 0.15% | +73,000 | New |
| Two Sigma Investments, LP | 67,075 | $340.7K | 0.00% | +67,075 | New |
| Ingalls & Snyder LLC | 66,650 | $339.0K | 0.02% | +50,150+303.9% | Added |
| Creative Planning | 62,506 | $316.9K | 0.00% | −20,370−24.6% | Reduced |
| Price Jennifer C. | 57,663 | $292.9K | 0.19% | 00.0% | Unchanged |
| Bank of America Corp | 55,716 | $283.0K | 0.00% | +484+0.9% | Added |
| Alps Advisors Inc | 48,129 | $244.5K | 0.00% | −2,745−5.4% | Reduced |
| Virtu Financial LLC | 45,960 | $233.0K | 0.02% | +26,836+140.3% | Added |
| Warren Averett Asset Management, LLC | 43,250 | $219.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 42,009 | $213.4K | 0.00% | +40,527+2,734.6% | Added |
| BlackRock Inc. | 40,064 | $203.5K | 0.00% | +4,833+13.7% | Added |
| Advisor Group Holdings, Inc. | 38,622 | $196.2K | 0.00% | −9,995−20.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,040 | $178.0K | 0.00% | +3,202+10.1% | Added |
| Moors & Cabot, Inc. | 34,950 | $177.5K | 0.01% | −1,700−4.6% | Reduced |
| Jane Street Group, LLC | 33,706 | $171.2K | 0.00% | +33,706 | New |
| Heritage Trust Co | 30,201 | $153.4K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 30,195 | $153.1K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $152.1K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 29,340 | $149.0K | 0.07% | +29,340 | New |
| Meixler Investment Management, Ltd. | 28,405 | $144.3K | 0.12% | +950+3.5% | Added |
| First Financial Bankshares Inc | 25,000 | $127.0K | 0.00% | +25,000 | New |
| Beck Mack & Oliver LLC | 22,980 | $116.7K | 0.00% | −800−3.4% | Reduced |
| Koshinski Asset Management, Inc. | 18,691 | $94.8K | 0.01% | −3,405−15.4% | Reduced |
| Lazard Asset Management LLC | 17,864 | $90.0K | 0.00% | +134+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $80.4K | 0.02% | −25,000−61.2% | Reduced |
| Foundation Resource Management Inc | 15,625 | $79.4K | 0.01% | −500−3.1% | Reduced |
| Capital Investment Advisors, LLC | 15,531 | $78.8K | 0.00% | −987−6.0% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $78.2K | 0.00% | −6,100−28.4% | Reduced |
| Rpo LLC | 15,332 | $77.9K | 0.12% | +15,332 | New |
| Two Sigma Securities, LLC | 15,094 | $76.7K | 0.00% | +15,094 | New |
| Kovack Advisors, Inc. | 15,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13,397 | $68.1K | 0.02% | +13,397 | New |
| Raymond James & Associates | 12,982 | $65.9K | 0.00% | −3,100−19.3% | Reduced |
| Essex Financial Services, Inc. | 12,710 | $64.6K | 0.01% | +529+4.3% | Added |
| HighTower Advisors, LLC | 11,780 | $62.0K | 0.00% | +503+4.5% | Added |
| Royal Bank of Canada | 12,042 | $61.0K | 0.00% | −2,147−15.1% | Reduced |
| State of Wyoming | 11,128 | $56.5K | 0.01% | −13,473−54.8% | Reduced |
| Cetera Investment Advisers | 10,772 | $54.7K | 0.00% | +10,772 | New |
| Ameriprise Financial Inc | 10,662 | $54.2K | 0.00% | −197−1.8% | Reduced |
| Cetera Advisor Networks LLC | 10,514 | $53.4K | 0.00% | −2,231−17.5% | Reduced |
| AE Wealth Management LLC | 10,367 | $52.4K | 0.00% | +10,367 | New |
| National Bank of Canada | 10,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,834 | $44.9K | 0.00% | +8,789+19,531.1% | Added |
| Chilton Capital Management LLC | 8,400 | $42.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 8,321 | $42.2K | 0.02% | +8,321 | New |
| Federation des caisses Desjardins du Quebec | 7,625 | $38.7K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 6,972 | $35.8K | 0.00% | −133,126−95.0% | Reduced |
| Highlander Capital Management, LLC | 7,000 | $35.6K | 0.01% | +2,000+40.0% | Added |
| UBS Group AG | 5,696 | $28.9K | 0.00% | +2,571+82.3% | Added |
| Advisory Services Network, LLC | 4,469 | $22.7K | 0.00% | −23,085−83.8% | Reduced |
| US Bancorp | 3,347 | $17.0K | 0.00% | +1,114+49.9% | Added |
| Farther Finance Advisors, LLC | 3,000 | $15.2K | 0.00% | +3,000 | New |
| Rothschild Investment LLC | 2,537 | $12.9K | 0.00% | +2,537 | New |
| Venturi Wealth Management, LLC | 2,128 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,554 | $7.89K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,434 | $7.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,425 | $7.22K | 0.00% | +205+16.8% | Added |
| Sunbelt Securities, Inc. | 1,200 | $6.10K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $5.07K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 900 | $4.56K | 0.00% | +900 | New |
| Signaturefd, LLC | 877 | $4.45K | 0.00% | +113+14.8% | Added |
| Whittier Trust Co | 846 | $4.30K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $3.05K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $3.03K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $2.01K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 339 | $1.72K | 0.00% | −251−42.5% | Reduced |
| Norwood Financial Corp | 302 | $1.53K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $1.02K | 0.00% | −3,766−95.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 197 | $999 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 115 | $584 | 0.00% | +115 | New |
| Scarborough Advisors, LLC | 91 | $460 | 0.00% | +91 | New |
| Global Retirement Partners, LLC | 75 | $402 | 0.00% | −100−57.1% | Reduced |
| Lindbrook Capital, LLC | 75 | $381 | 0.00% | +75 | New |
| Allworth Financial LP | 57 | $289 | 0.00% | −170−74.9% | Reduced |
| Lee Financial Co | 35 | $178 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $21 | 0.00% | +4 | New |
| GWM Advisors LLC | 4 | $20 | 0.00% | +4 | New |
| FMR LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $5 | 0.00% | +1 | New |
| Cutler Group LP | 100 | $0 | 0.00% | −875−89.7% | Reduced |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −217,124−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −143,446−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −55,225−100.0% | Sold out |