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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $4 | 0.00% | +1 | New |
| 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 |
| Nemes Rush Group LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $307 | 0.00% | +54+1,350.0% | Added |
| Global Retirement Partners, LLC | 75 | $397 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $1.06K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $1.06K | 0.00% | −677−77.2% | Reduced |
| Allworth Financial LP | 287 | $1.52K | 0.00% | +230+403.5% | Added |
| Geneos Wealth Management Inc. | 300 | $1.59K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 302 | $1.60K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $3.16K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 600 | $3.17K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 672 | $3.56K | 0.00% | −762−53.1% | Reduced |
| Tower Research Capital LLC (TRC) | 684 | $3.62K | 0.00% | −8,150−92.3% | Reduced |
| Whittier Trust Co | 846 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $5.30K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,015 | $5.38K | 0.00% | +900+782.6% | Added |
| US Bancorp | 1,036 | $5.48K | 0.00% | −2,311−69.0% | Reduced |
| Tucker Asset Management LLC | 1,129 | $5.98K | 0.00% | −296−20.8% | Reduced |
| Sunbelt Securities, Inc. | 1,200 | $6.35K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,128 | $11.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,151 | $11.4K | 0.00% | +2,151 | New |
| BlackRock Inc. | 2,161 | $11.4K | 0.00% | −37,903−94.6% | Reduced |
| Rothschild Investment LLC | 2,537 | $13.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,128 | $16.5K | 0.00% | −2,568−45.1% | Reduced |
| Royal Bank of Canada | 3,400 | $18.0K | 0.00% | −8,642−71.8% | Reduced |
| Creekmur Asset Management LLC | 5,467 | $28.9K | 0.01% | −7,930−59.2% | Reduced |
| Highlander Capital Management, LLC | 7,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $42.2K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10,338 | $54.8K | 0.02% | +2,017+24.2% | Added |
| Ameriprise Financial Inc | 10,459 | $55.3K | 0.00% | −203−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,300 | $59.8K | 0.00% | +3,675+48.2% | Added |
| Cetera Investment Advisers | 12,286 | $65.0K | 0.00% | +1,514+14.1% | Added |
| Essex Financial Services, Inc. | 12,842 | $67.9K | 0.01% | +132+1.0% | Added |
| Mariner, LLC | 14,192 | $75.2K | 0.00% | +14,192 | New |
| Koshinski Asset Management, Inc. | 14,387 | $76.3K | 0.01% | −4,304−23.0% | Reduced |
| Raymond James & Associates | 14,482 | $76.6K | 0.00% | +1,500+11.6% | Added |
| Kovack Advisors, Inc. | 15,000 | $79.3K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,540 | $82.3K | 0.00% | +9+0.1% | Added |
| Foundation Resource Management Inc | 15,625 | $82.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 17,422 | $92.0K | 0.00% | −442−2.5% | Reduced |
| Glass Wealth Management Co LLC | 21,000 | $111.1K | 0.07% | +21,000 | New |
| Beck Mack & Oliver LLC | 22,980 | $121.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 24,268 | $128.4K | 0.02% | +13,140+118.1% | Added |
| First Financial Bankshares Inc | 25,000 | $132.3K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $159.8K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 30,195 | $160.0K | 0.04% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 30,800 | $162.9K | 0.12% | +2,395+8.4% | Added |
| Advisor Group Holdings, Inc. | 33,512 | $177.3K | 0.00% | −5,110−13.2% | Reduced |
| Ingalls & Snyder LLC | 34,798 | $184.0K | 0.01% | −31,852−47.8% | Reduced |
| Susquehanna International Group, LLP | 35,480 | $187.7K | 0.00% | −82,580−69.9% | Reduced |
| Warren Averett Asset Management, LLC | 43,316 | $229.6K | 0.01% | +66+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 43,918 | $232.0K | 0.00% | +8,878+25.3% | Added |
| Morgan Stanley | 50,353 | $266.4K | 0.00% | −318,277−86.3% | Reduced |
| Qube Research & Technologies Ltd | 52,102 | $275.6K | 0.00% | −48,627−48.3% | Reduced |
| Price Jennifer C. | 57,663 | $305.0K | 0.29% | 00.0% | Unchanged |
| Creative Planning | 60,962 | $323.1K | 0.00% | −1,544−2.5% | Reduced |
| Bank of America Corp | 70,314 | $372.0K | 0.00% | +14,598+26.2% | Added |
| Greenfield Seitz Capital Management, LLC | 72,500 | $383.5K | 0.14% | −500−0.7% | Reduced |
| Moors & Cabot, Inc. | 78,950 | $417.6K | 0.02% | +44,000+125.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 117,149 | $619.7K | 0.00% | −8,607−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 140,263 | $743.4K | 0.01% | +142+0.1% | Added |
| Mraz, Amerine & Associates, Inc. | 196,109 | $1.04M | 0.20% | −22,015−10.1% | Reduced |
| Pingora Partners LLC | 285,788 | $1.51M | 1.11% | 00.0% | Unchanged |
| Wells Fargo & Company | 317,974 | $1.68M | 0.00% | +32,081+11.2% | Added |
| McDaniel Terry & Co | 318,076 | $1.68M | 0.15% | 00.0% | Unchanged |
| Beck Bode, LLC | 416,490 | $2.21M | 0.45% | −7,628−1.8% | Reduced |
| Mountaineer Partners Management, LLC | 720,000 | $3.81M | 1.76% | +720,000 | New |
| Horizon Kinetics Asset Management LLC | 862,424 | $4.56M | 0.09% | +733,128+567.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,334,746 | $14.6M | 0.03% | +1,334,746 | 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 |