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 2024
Institutional positions in San Juan Basin Royalty Trust as of Dec 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
- 87
- +13 vs. Q3 2024
- Shares held
- 9.01M
- +2.40M (+36.3%) vs. Q3 2024
- Total value
- $34.5M
- +$10.1M (+41.4%) vs. Q3 2024
- New holders
- 22
- 13 more added
- Sold out
- 9
- 19 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cannell Capital LLC | 1,830,244 | $7.01M | 1.44% | +443,604+32.0% | Added |
| Horizon Kinetics Asset Management LLC | 1,814,214 | $6.95M | 0.09% | +522,288+40.4% | Added |
| Morgan Stanley | 743,815 | $2.85M | 0.00% | +30,166+4.2% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $2.75M | 2.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 701,433 | $2.69M | 0.10% | +701,433 | New |
| McDaniel Terry & Co | 318,076 | $1.22M | 0.10% | 00.0% | Unchanged |
| Pingora Partners LLC | 279,688 | $1.07M | 0.70% | +2,300+0.8% | Added |
| Moors & Cabot, Inc. | 206,750 | $791.9K | 0.04% | +88,800+75.3% | Added |
| Raymond James Financial Inc | 204,497 | $783.2K | 0.00% | +204,497 | New |
| Prelude Capital Management, LLC | 195,327 | $748.1K | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 189,246 | $724.8K | 0.13% | −3,825−2.0% | Reduced |
| RR Advisors, LLC | 143,000 | $546.0K | 0.14% | +143,000 | New |
| Beacon Pointe Advisors, LLC | 117,329 | $449.4K | 0.00% | +98,929+537.7% | Added |
| Bank of America Corp | 104,402 | $399.9K | 0.00% | +47,615+83.8% | Added |
| Greenfield Seitz Capital Management, LLC | 95,800 | $366.9K | 0.14% | −7,000−6.8% | Reduced |
| Two Sigma Investments, LP | 94,159 | $360.6K | 0.00% | −13,340−12.4% | Reduced |
| Wells Fargo & Company | 92,646 | $354.8K | 0.00% | −22,053−19.2% | Reduced |
| Susquehanna International Group, LLP | 83,643 | $320.4K | 0.00% | −88,016−51.3% | Reduced |
| Ameriflex Group, Inc. | 54,150 | $225.8K | 0.10% | +54,150 | New |
| Jane Street Group, LLC | 58,166 | $222.8K | 0.00% | +58,166 | New |
| Price Jennifer C. | 57,663 | $220.8K | 0.29% | 00.0% | Unchanged |
| State of Wyoming | 57,616 | $220.7K | 0.03% | −23,566−29.0% | Reduced |
| Creative Planning | 52,527 | $201.2K | 0.00% | +523+1.0% | Added |
| Citadel Advisors LLC | 49,950 | $191.3K | 0.00% | +49,950 | New |
| Warren Averett Asset Management, LLC | 43,316 | $165.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 42,456 | $162.6K | 0.00% | +32,321+318.9% | Added |
| Clear Harbor Asset Management, LLC | 38,261 | $146.5K | 0.01% | +38,261 | New |
| Meixler Investment Management, Ltd. | 37,800 | $144.8K | 0.11% | +1,500+4.1% | Added |
| First Financial Bankshares Inc | 37,500 | $143.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,677 | $117.5K | 0.00% | −800−2.5% | Reduced |
| Heritage Trust Co | 30,201 | $115.7K | 0.01% | +30,201 | New |
| Roundview Capital LLC | 30,000 | $114.9K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 28,650 | $110.0K | 0.00% | −27,044−48.6% | Reduced |
| Resources Investment Advisors, LLC. | 28,565 | $109.4K | 0.00% | +28,565 | New |
| Private Advisor Group, LLC | 26,633 | $102.0K | 0.00% | +26,633 | New |
| Cambridge Investment Research Advisors, Inc. | 23,048 | $88.0K | 0.00% | −5,282−18.6% | Reduced |
| Simplex Trading, LLC | 23,194 | $88.0K | 0.00% | +23,194 | New |
| Principia Wealth Advisory, LLC | 21,067 | $80.7K | 0.08% | +21,067 | New |
| Ameriprise Financial Inc | 20,464 | $78.4K | 0.00% | −500−2.4% | Reduced |
| Atlas Wealth Partners, LLC | 20,050 | $77.0K | 0.10% | +2,825+16.4% | Added |
| Kovack Advisors, Inc. | 20,000 | $76.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,497 | $74.7K | 0.01% | +19,497 | New |
| Beck Mack & Oliver LLC | 19,480 | $74.6K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,250 | $66.1K | 0.02% | +17,250 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $60.6K | 0.01% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 14,565 | $55.8K | 0.01% | −500−3.3% | Reduced |
| LPL Financial LLC | 13,231 | $50.7K | 0.00% | −529−3.8% | Reduced |
| Capital Investment Advisors, LLC | 13,031 | $49.9K | 0.00% | −2,519−16.2% | Reduced |
| Waterloo Capital, L.P. | 12,910 | $49.4K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 11,500 | $44.0K | 0.04% | +11,500 | New |
| Oxbow Advisors, LLC | 11,172 | $42.8K | 0.01% | +11,172 | New |
| Delta Investment Management, LLC | 10,911 | $41.8K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,506 | $40.2K | 0.00% | +10,506 | New |
| National Bank of Canada | 10,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 10,000 | $38.3K | 0.01% | +10,000 | New |
| Federation des caisses Desjardins du Quebec | 6,300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,437 | $17.0K | 0.00% | −16,600−78.9% | Reduced |
| Chilton Capital Management LLC | 4,200 | $16.1K | 0.00% | −4,200−50.0% | Reduced |
| FMR LLC | 3,695 | $14.2K | 0.00% | +792+27.3% | Added |
| Farther Finance Advisors, LLC | 3,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $11.0K | 0.00% | +3,000 | New |
| Rothschild Investment LLC | 2,537 | $9.72K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,179 | $8.35K | 0.00% | +2,179 | New |
| Venturi Wealth Management, LLC | 2,128 | $8.15K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $7.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $7.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,900 | $7.28K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,470 | $5.63K | 0.00% | +987+204.3% | Added |
| Accredited Wealth Management, LLC | 1,348 | $5.16K | 0.00% | +1,348 | New |
| Sunbelt Securities, Inc. | 1,275 | $4.92K | 0.00% | −1,200−48.5% | Reduced |
| MAI Capital Management | 1,150 | $4.41K | 0.00% | +1,150 | New |
| BlackRock, Inc. | 628 | $2.40K | 0.00% | −634−50.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 462 | $1.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $1.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $1.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 264 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 247 | $946 | 0.00% | −2−0.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $766 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $766 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $755 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $287 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 38 | $146 | 0.00% | −634−94.3% | Reduced |
| Nemes Rush Group LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −40,651−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −23,517−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,706−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,211−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −9,271−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Lesa Sroufe & Co | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |