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 |
|---|---|---|---|---|---|
| Mariner, LLC | 0 | $0 | 0.00% | −34,099−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −25,155−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −20,333−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,959−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −10,661−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −10,409−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,119−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| PRW Wealth Management LLC | – | – | – | – | Not filed |