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, Q1 2024
Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2024. 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
- 82
- −13 vs. Q4 2023
- Shares held
- 5.82M
- +1.42M (+32.4%) vs. Q4 2023
- Total value
- $38.3M
- +$16.0M (+71.6%) vs. Q4 2023
- New holders
- 8
- 18 more added
- Sold out
- 21
- 22 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,334,746 | $14.6M | 0.03% | +1,334,746 | New |
| Horizon Kinetics Asset Management LLC | 862,424 | $4.56M | 0.09% | +733,128+567.0% | Added |
| Mountaineer Partners Management, LLC | 720,000 | $3.81M | 1.76% | +720,000 | New |
| Beck Bode, LLC | 416,490 | $2.21M | 0.45% | −7,628−1.8% | Reduced |
| McDaniel Terry & Co | 318,076 | $1.68M | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 317,974 | $1.68M | 0.00% | +32,081+11.2% | Added |
| Pingora Partners LLC | 285,788 | $1.51M | 1.11% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 196,109 | $1.04M | 0.20% | −22,015−10.1% | Reduced |
| Beacon Pointe Advisors, LLC | 140,263 | $743.4K | 0.01% | +142+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 117,149 | $619.7K | 0.00% | −8,607−6.8% | Reduced |
| Moors & Cabot, Inc. | 78,950 | $417.6K | 0.02% | +44,000+125.9% | Added |
| Greenfield Seitz Capital Management, LLC | 72,500 | $383.5K | 0.14% | −500−0.7% | Reduced |
| Bank of America Corp | 70,314 | $372.0K | 0.00% | +14,598+26.2% | Added |
| Creative Planning | 60,962 | $323.1K | 0.00% | −1,544−2.5% | Reduced |
| Price Jennifer C. | 57,663 | $305.0K | 0.29% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 52,102 | $275.6K | 0.00% | −48,627−48.3% | Reduced |
| Morgan Stanley | 50,353 | $266.4K | 0.00% | −318,277−86.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,918 | $232.0K | 0.00% | +8,878+25.3% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $229.6K | 0.01% | +66+0.2% | Added |
| Susquehanna International Group, LLP | 35,480 | $187.7K | 0.00% | −82,580−69.9% | Reduced |
| Ingalls & Snyder LLC | 34,798 | $184.0K | 0.01% | −31,852−47.8% | Reduced |
| Advisor Group Holdings, Inc. | 33,512 | $177.3K | 0.00% | −5,110−13.2% | Reduced |
| Meixler Investment Management, Ltd. | 30,800 | $162.9K | 0.12% | +2,395+8.4% | Added |
| Delta Investment Management, LLC | 30,195 | $160.0K | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $159.8K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 25,000 | $132.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 24,268 | $128.4K | 0.02% | +13,140+118.1% | Added |
| Beck Mack & Oliver LLC | 22,980 | $121.6K | 0.00% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 21,000 | $111.1K | 0.07% | +21,000 | New |
| Lazard Asset Management LLC | 17,422 | $92.0K | 0.00% | −442−2.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $83.7K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 15,825 | $83.7K | 0.01% | +15,825 | New |
| Foundation Resource Management Inc | 15,625 | $82.7K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,540 | $82.3K | 0.00% | +9+0.1% | Added |
| Kovack Advisors, Inc. | 15,000 | $79.3K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 14,482 | $76.6K | 0.00% | +1,500+11.6% | Added |
| Koshinski Asset Management, Inc. | 14,387 | $76.3K | 0.01% | −4,304−23.0% | Reduced |
| Mariner, LLC | 14,192 | $75.2K | 0.00% | +14,192 | New |
| Essex Financial Services, Inc. | 12,842 | $67.9K | 0.01% | +132+1.0% | Added |
| Cetera Investment Advisers | 12,286 | $65.0K | 0.00% | +1,514+14.1% | Added |
| Federation des caisses Desjardins du Quebec | 11,300 | $59.8K | 0.00% | +3,675+48.2% | Added |
| Ameriprise Financial Inc | 10,459 | $55.3K | 0.00% | −203−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 10,338 | $54.8K | 0.02% | +2,017+24.2% | Added |
| Chilton Capital Management LLC | 8,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $42.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 7,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,467 | $28.9K | 0.01% | −7,930−59.2% | Reduced |
| Royal Bank of Canada | 3,400 | $18.0K | 0.00% | −8,642−71.8% | Reduced |
| UBS Group AG | 3,128 | $16.5K | 0.00% | −2,568−45.1% | Reduced |
| Farther Finance Advisors, LLC | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,537 | $13.4K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 2,161 | $11.4K | 0.00% | −37,903−94.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,151 | $11.4K | 0.00% | +2,151 | New |
| Venturi Wealth Management, LLC | 2,128 | $11.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,200 | $6.35K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,129 | $5.98K | 0.00% | −296−20.8% | Reduced |
| US Bancorp | 1,036 | $5.48K | 0.00% | −2,311−69.0% | Reduced |
| WealthCollab, LLC | 1,015 | $5.38K | 0.00% | +900+782.6% | Added |
| Hexagon Capital Partners LLC | 1,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 846 | $4.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 684 | $3.62K | 0.00% | −8,150−92.3% | Reduced |
| Parallel Advisors, LLC | 672 | $3.56K | 0.00% | −762−53.1% | Reduced |
| First Manhattan Co | 600 | $3.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $3.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $2.09K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 302 | $1.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $1.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 287 | $1.52K | 0.00% | +230+403.5% | Added |
| Signaturefd, LLC | 200 | $1.06K | 0.00% | −677−77.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $1.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $397 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $307 | 0.00% | +54+1,350.0% | Added |
| Nemes Rush Group LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $5 | 0.00% | +1 | New |
| Gradient Investments LLC | 1 | $4 | 0.00% | +1 | New |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −584,526−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −67,075−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −48,129−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −45,960−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −42,009−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,706−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −29,340−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −15,332−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,094−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −6,972−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,469−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |