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, Q2 2024
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 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
- 76
- −4 vs. Q1 2024
- Shares held
- 6.09M
- +283.5K (+4.9%) vs. Q1 2024
- Total value
- $24.7M
- −$13.5M (−35.4%) vs. Q1 2024
- New holders
- 10
- 20 more added
- Sold out
- 14
- 18 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $16 | 0.00% | −54−93.1% | Reduced |
| Nemes Rush Group LLC | 4 | $16 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $305 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $796 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $808 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $812 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 264 | $1.07K | 0.00% | −865−76.6% | Reduced |
| Allworth Financial LP | 288 | $1.16K | 0.00% | +1+0.3% | Added |
| Geneos Wealth Management Inc. | 300 | $1.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $1.60K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 500 | $2.03K | 0.00% | +500 | New |
| Creekmur Asset Management LLC | 503 | $2.04K | 0.00% | −4,964−90.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $2.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 672 | $2.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 699 | $2.82K | 0.00% | −316−31.1% | Reduced |
| Sunbelt Securities, Inc. | 1,200 | $4.87K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,200 | $5.00K | 0.00% | −2,200−64.7% | Reduced |
| FMR LLC | 1,295 | $5.26K | 0.00% | +1,294+129,400.0% | Added |
| BlackRock Inc. | 1,345 | $5.46K | 0.00% | −816−37.8% | Reduced |
| Bessemer Group Inc | 1,600 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $8.08K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $8.12K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,000 | $8.12K | 0.00% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,100 | $8.53K | 0.00% | +1,416+207.0% | Added |
| Venturi Wealth Management, LLC | 2,128 | $8.64K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,179 | $8.85K | 0.00% | +28+1.3% | Added |
| Simplex Trading, LLC | 2,607 | $10.0K | 0.00% | +2,607 | New |
| Rothschild Investment LLC | 2,537 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,900 | $28.0K | 0.00% | −4,400−38.9% | Reduced |
| Chilton Capital Management LLC | 8,400 | $33.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10,473 | $42.3K | 0.02% | +135+1.3% | Added |
| Delta Investment Management, LLC | 10,911 | $44.1K | 0.01% | −19,284−63.9% | Reduced |
| LPL Financial LLC | 11,225 | $45.6K | 0.00% | +11,225 | New |
| Group One Trading, L.P. | 11,237 | $45.6K | 0.00% | +11,237 | New |
| Mariner, LLC | 11,900 | $48.1K | 0.00% | −2,292−16.1% | Reduced |
| Two Sigma Investments, LP | 12,420 | $50.4K | 0.00% | +12,420 | New |
| Capital Investment Advisors, LLC | 15,550 | $62.9K | 0.00% | +10+0.1% | Added |
| Foundation Resource Management Inc | 15,625 | $63.4K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $64.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,000 | $81.2K | 0.01% | +5,000+33.3% | Added |
| Beck Mack & Oliver LLC | 21,080 | $85.6K | 0.00% | −1,900−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 22,000 | $88.9K | 0.00% | −118,263−84.3% | Reduced |
| Verition Fund Management LLC | 23,517 | $95.5K | 0.00% | +23,517 | New |
| Cambridge Investment Research Advisors, Inc. | 29,363 | $119.0K | 0.00% | −14,555−33.1% | Reduced |
| Roundview Capital LLC | 30,000 | $121.2K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $122.6K | 0.02% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 32,500 | $131.9K | 0.10% | +1,700+5.5% | Added |
| Raymond James & Associates | 32,723 | $132.9K | 0.00% | +18,241+126.0% | Added |
| Ingalls & Snyder LLC | 34,798 | $141.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 36,585 | $148.5K | 0.02% | +12,317+50.8% | Added |
| Advisor Group Holdings, Inc. | 37,414 | $151.9K | 0.00% | +3,902+11.6% | Added |
| First Financial Bankshares Inc | 37,500 | $152.3K | 0.00% | +12,500+50.0% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $175.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 43,243 | $175.6K | 0.00% | −8,859−17.0% | Reduced |
| Bank of America Corp | 52,087 | $211.5K | 0.00% | −18,227−25.9% | Reduced |
| Creative Planning | 52,504 | $212.1K | 0.00% | −8,458−13.9% | Reduced |
| Price Jennifer C. | 57,663 | $234.1K | 0.28% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 88,400 | $358.9K | 0.02% | +9,450+12.0% | Added |
| Greenfield Seitz Capital Management, LLC | 102,800 | $417.4K | 0.15% | +30,300+41.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 110,545 | $448.8K | 0.00% | −6,604−5.6% | Reduced |
| Morgan Stanley | 122,266 | $496.4K | 0.00% | +71,913+142.8% | Added |
| UBS Group AG | 123,102 | $499.8K | 0.00% | +119,974+3,835.5% | Added |
| Susquehanna International Group, LLP | 170,672 | $692.9K | 0.00% | +135,192+381.0% | Added |
| Mraz, Amerine & Associates, Inc. | 206,566 | $834.5K | 0.17% | +10,457+5.3% | Added |
| Wells Fargo & Company | 259,325 | $1.05M | 0.00% | −58,649−18.4% | Reduced |
| Lesa Sroufe & Co | 271,956 | $1.10M | 1.07% | +271,956 | New |
| Pingora Partners LLC | 277,388 | $1.12M | 0.80% | −8,400−2.9% | Reduced |
| McDaniel Terry & Co | 318,076 | $1.29M | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 517,894 | $2.10M | 0.03% | +517,894 | New |
| Mountaineer Partners Management, LLC | 737,930 | $3.00M | 1.56% | +17,930+2.5% | Added |
| Cannell Capital LLC | 929,814 | $3.78M | 0.90% | +929,814 | New |
| Horizon Kinetics Asset Management LLC | 1,049,055 | $4.26M | 0.07% | +186,631+21.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,334,746−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −416,490−100.0% | Sold out |
| Glass Wealth Management Co LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −17,422−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −15,825−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,387−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −12,286−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −10,459−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |