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 |
|---|---|---|---|---|---|
| Cutler Group LP | 100 | $0 | 0.00% | −875−89.7% | Reduced |
| FMR LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $5 | 0.00% | +1 | New |
| GWM Advisors LLC | 4 | $20 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 4 | $21 | 0.00% | +4 | New |
| Lee Financial Co | 35 | $178 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 57 | $289 | 0.00% | −170−74.9% | Reduced |
| Lindbrook Capital, LLC | 75 | $381 | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 75 | $402 | 0.00% | −100−57.1% | Reduced |
| Scarborough Advisors, LLC | 91 | $460 | 0.00% | +91 | New |
| WealthCollab, LLC | 115 | $584 | 0.00% | +115 | New |
| Plante Moran Financial Advisors, LLC | 197 | $999 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $1.02K | 0.00% | −3,766−95.0% | Reduced |
| Geneos Wealth Management Inc. | 300 | $1.52K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 302 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 339 | $1.72K | 0.00% | −251−42.5% | Reduced |
| IFP Advisors, Inc | 395 | $2.01K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $3.03K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $3.05K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 846 | $4.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 877 | $4.45K | 0.00% | +113+14.8% | Added |
| Coppell Advisory Solutions LLC | 900 | $4.56K | 0.00% | +900 | New |
| Hexagon Capital Partners LLC | 1,000 | $5.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,200 | $6.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,425 | $7.22K | 0.00% | +205+16.8% | Added |
| Parallel Advisors, LLC | 1,434 | $7.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,554 | $7.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,128 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,537 | $12.9K | 0.00% | +2,537 | New |
| Farther Finance Advisors, LLC | 3,000 | $15.2K | 0.00% | +3,000 | New |
| US Bancorp | 3,347 | $17.0K | 0.00% | +1,114+49.9% | Added |
| Advisory Services Network, LLC | 4,469 | $22.7K | 0.00% | −23,085−83.8% | Reduced |
| UBS Group AG | 5,696 | $28.9K | 0.00% | +2,571+82.3% | Added |
| Highlander Capital Management, LLC | 7,000 | $35.6K | 0.01% | +2,000+40.0% | Added |
| Bramshill Investments, LLC | 6,972 | $35.8K | 0.00% | −133,126−95.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,625 | $38.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 8,321 | $42.2K | 0.02% | +8,321 | New |
| Chilton Capital Management LLC | 8,400 | $42.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,834 | $44.9K | 0.00% | +8,789+19,531.1% | Added |
| National Bank of Canada | 10,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,367 | $52.4K | 0.00% | +10,367 | New |
| Cetera Advisor Networks LLC | 10,514 | $53.4K | 0.00% | −2,231−17.5% | Reduced |
| Ameriprise Financial Inc | 10,662 | $54.2K | 0.00% | −197−1.8% | Reduced |
| Cetera Investment Advisers | 10,772 | $54.7K | 0.00% | +10,772 | New |
| State of Wyoming | 11,128 | $56.5K | 0.01% | −13,473−54.8% | Reduced |
| Royal Bank of Canada | 12,042 | $61.0K | 0.00% | −2,147−15.1% | Reduced |
| HighTower Advisors, LLC | 11,780 | $62.0K | 0.00% | +503+4.5% | Added |
| Essex Financial Services, Inc. | 12,710 | $64.6K | 0.01% | +529+4.3% | Added |
| Raymond James & Associates | 12,982 | $65.9K | 0.00% | −3,100−19.3% | Reduced |
| Creekmur Asset Management LLC | 13,397 | $68.1K | 0.02% | +13,397 | New |
| Kovack Advisors, Inc. | 15,000 | $76.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,094 | $76.7K | 0.00% | +15,094 | New |
| Rpo LLC | 15,332 | $77.9K | 0.12% | +15,332 | New |
| Two Sigma Advisers, LP | 15,400 | $78.2K | 0.00% | −6,100−28.4% | Reduced |
| Capital Investment Advisors, LLC | 15,531 | $78.8K | 0.00% | −987−6.0% | Reduced |
| Foundation Resource Management Inc | 15,625 | $79.4K | 0.01% | −500−3.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $80.4K | 0.02% | −25,000−61.2% | Reduced |
| Lazard Asset Management LLC | 17,864 | $90.0K | 0.00% | +134+0.8% | Added |
| Koshinski Asset Management, Inc. | 18,691 | $94.8K | 0.01% | −3,405−15.4% | Reduced |
| Beck Mack & Oliver LLC | 22,980 | $116.7K | 0.00% | −800−3.4% | Reduced |
| First Financial Bankshares Inc | 25,000 | $127.0K | 0.00% | +25,000 | New |
| Meixler Investment Management, Ltd. | 28,405 | $144.3K | 0.12% | +950+3.5% | Added |
| Aristides Capital LLC | 29,340 | $149.0K | 0.07% | +29,340 | New |
| Roundview Capital LLC | 30,000 | $152.1K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 30,195 | $153.1K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $153.4K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 33,706 | $171.2K | 0.00% | +33,706 | New |
| Moors & Cabot, Inc. | 34,950 | $177.5K | 0.01% | −1,700−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,040 | $178.0K | 0.00% | +3,202+10.1% | Added |
| Advisor Group Holdings, Inc. | 38,622 | $196.2K | 0.00% | −9,995−20.6% | Reduced |
| BlackRock Inc. | 40,064 | $203.5K | 0.00% | +4,833+13.7% | Added |
| Citadel Advisors LLC | 42,009 | $213.4K | 0.00% | +40,527+2,734.6% | Added |
| Warren Averett Asset Management, LLC | 43,250 | $219.3K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 45,960 | $233.0K | 0.02% | +26,836+140.3% | Added |
| Alps Advisors Inc | 48,129 | $244.5K | 0.00% | −2,745−5.4% | Reduced |
| Bank of America Corp | 55,716 | $283.0K | 0.00% | +484+0.9% | Added |
| Price Jennifer C. | 57,663 | $292.9K | 0.19% | 00.0% | Unchanged |
| Creative Planning | 62,506 | $316.9K | 0.00% | −20,370−24.6% | Reduced |
| Ingalls & Snyder LLC | 66,650 | $339.0K | 0.02% | +50,150+303.9% | Added |
| Two Sigma Investments, LP | 67,075 | $340.7K | 0.00% | +67,075 | New |
| Greenfield Seitz Capital Management, LLC | 73,000 | $370.8K | 0.15% | +73,000 | New |
| Qube Research & Technologies Ltd | 100,729 | $511.7K | 0.00% | +7,158+7.6% | Added |
| Susquehanna International Group, LLP | 118,060 | $599.7K | 0.00% | +63,645+117.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 125,756 | $638.8K | 0.00% | +22,792+22.1% | Added |
| Horizon Kinetics Asset Management LLC | 129,296 | $656.8K | 0.01% | −15,355−10.6% | Reduced |
| Beacon Pointe Advisors, LLC | 140,121 | $710.4K | 0.01% | +600+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 218,124 | $1.11M | 0.23% | −1,289−0.6% | Reduced |
| Pingora Partners LLC | 285,788 | $1.45M | 1.28% | +285,788 | New |
| Wells Fargo & Company | 285,893 | $1.45M | 0.00% | +77,645+37.3% | Added |
| McDaniel Terry & Co | 318,076 | $1.62M | 0.15% | 00.0% | Unchanged |
| Morgan Stanley | 368,630 | $1.87M | 0.00% | +187,892+104.0% | Added |
| Beck Bode, LLC | 424,118 | $2.15M | 0.48% | +130,651+44.5% | Added |
| Wealthsource Partners, LLC | 513,588 | $2.61M | 0.17% | +6,450+1.3% | Added |
| Significant Wealth Partners LLC | 584,526 | $2.96M | 2.16% | +584,526 | New |
| 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 |