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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 38 | $146 | 0.00% | −634−94.3% | Reduced |
| Global Retirement Partners, LLC | 75 | $287 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $755 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $766 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $766 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 247 | $946 | 0.00% | −2−0.8% | Reduced |
| Tucker Asset Management LLC | 264 | $1.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $1.28K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 462 | $1.97K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $2.29K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 628 | $2.40K | 0.00% | −634−50.2% | Reduced |
| MAI Capital Management | 1,150 | $4.41K | 0.00% | +1,150 | New |
| Sunbelt Securities, Inc. | 1,275 | $4.92K | 0.00% | −1,200−48.5% | Reduced |
| Accredited Wealth Management, LLC | 1,348 | $5.16K | 0.00% | +1,348 | New |
| Tower Research Capital LLC (TRC) | 1,470 | $5.63K | 0.00% | +987+204.3% | Added |
| Manchester Capital Management LLC | 1,900 | $7.28K | 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 |
| Venturi Wealth Management, LLC | 2,128 | $8.15K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,179 | $8.35K | 0.00% | +2,179 | New |
| Rothschild Investment LLC | 2,537 | $9.72K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $11.0K | 0.00% | +3,000 | New |
| Farther Finance Advisors, LLC | 3,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,695 | $14.2K | 0.00% | +792+27.3% | Added |
| Chilton Capital Management LLC | 4,200 | $16.1K | 0.00% | −4,200−50.0% | Reduced |
| Group One Trading, L.P. | 4,437 | $17.0K | 0.00% | −16,600−78.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,300 | $24.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 10,000 | $38.3K | 0.01% | +10,000 | New |
| Mariner, LLC | 10,506 | $40.2K | 0.00% | +10,506 | New |
| Delta Investment Management, LLC | 10,911 | $41.8K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 11,172 | $42.8K | 0.01% | +11,172 | New |
| Rahlfs Capital, LLC | 11,500 | $44.0K | 0.04% | +11,500 | New |
| Wedbush Securities Inc | 12,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 12,910 | $49.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,031 | $49.9K | 0.00% | −2,519−16.2% | Reduced |
| LPL Financial LLC | 13,231 | $50.7K | 0.00% | −529−3.8% | Reduced |
| Foundation Resource Management Inc | 14,565 | $55.8K | 0.01% | −500−3.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $60.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,250 | $66.1K | 0.02% | +17,250 | New |
| Beck Mack & Oliver LLC | 19,480 | $74.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,497 | $74.7K | 0.01% | +19,497 | New |
| Kovack Advisors, Inc. | 20,000 | $76.6K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 20,050 | $77.0K | 0.10% | +2,825+16.4% | Added |
| Ameriprise Financial Inc | 20,464 | $78.4K | 0.00% | −500−2.4% | Reduced |
| Principia Wealth Advisory, LLC | 21,067 | $80.7K | 0.08% | +21,067 | 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 |
| Private Advisor Group, LLC | 26,633 | $102.0K | 0.00% | +26,633 | New |
| Resources Investment Advisors, LLC. | 28,565 | $109.4K | 0.00% | +28,565 | New |
| Ingalls & Snyder LLC | 28,650 | $110.0K | 0.00% | −27,044−48.6% | Reduced |
| Roundview Capital LLC | 30,000 | $114.9K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $115.7K | 0.01% | +30,201 | New |
| Advisor Group Holdings, Inc. | 30,677 | $117.5K | 0.00% | −800−2.5% | Reduced |
| First Financial Bankshares Inc | 37,500 | $143.6K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 37,800 | $144.8K | 0.11% | +1,500+4.1% | Added |
| Clear Harbor Asset Management, LLC | 38,261 | $146.5K | 0.01% | +38,261 | New |
| UBS Group AG | 42,456 | $162.6K | 0.00% | +32,321+318.9% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $165.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 49,950 | $191.3K | 0.00% | +49,950 | New |
| Creative Planning | 52,527 | $201.2K | 0.00% | +523+1.0% | Added |
| State of Wyoming | 57,616 | $220.7K | 0.03% | −23,566−29.0% | Reduced |
| Price Jennifer C. | 57,663 | $220.8K | 0.29% | 00.0% | Unchanged |
| Jane Street Group, LLC | 58,166 | $222.8K | 0.00% | +58,166 | New |
| Ameriflex Group, Inc. | 54,150 | $225.8K | 0.10% | +54,150 | New |
| Susquehanna International Group, LLP | 83,643 | $320.4K | 0.00% | −88,016−51.3% | Reduced |
| Wells Fargo & Company | 92,646 | $354.8K | 0.00% | −22,053−19.2% | Reduced |
| Two Sigma Investments, LP | 94,159 | $360.6K | 0.00% | −13,340−12.4% | Reduced |
| Greenfield Seitz Capital Management, LLC | 95,800 | $366.9K | 0.14% | −7,000−6.8% | Reduced |
| Bank of America Corp | 104,402 | $399.9K | 0.00% | +47,615+83.8% | Added |
| Beacon Pointe Advisors, LLC | 117,329 | $449.4K | 0.00% | +98,929+537.7% | Added |
| RR Advisors, LLC | 143,000 | $546.0K | 0.14% | +143,000 | New |
| Mraz, Amerine & Associates, Inc. | 189,246 | $724.8K | 0.13% | −3,825−2.0% | Reduced |
| Prelude Capital Management, LLC | 195,327 | $748.1K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 204,497 | $783.2K | 0.00% | +204,497 | New |
| Moors & Cabot, Inc. | 206,750 | $791.9K | 0.04% | +88,800+75.3% | Added |
| Pingora Partners LLC | 279,688 | $1.07M | 0.70% | +2,300+0.8% | Added |
| McDaniel Terry & Co | 318,076 | $1.22M | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 701,433 | $2.69M | 0.10% | +701,433 | New |
| Mountaineer Partners Management, LLC | 719,054 | $2.75M | 2.02% | 00.0% | Unchanged |
| Morgan Stanley | 743,815 | $2.85M | 0.00% | +30,166+4.2% | Added |
| Horizon Kinetics Asset Management LLC | 1,814,214 | $6.95M | 0.09% | +522,288+40.4% | Added |
| Cannell Capital LLC | 1,830,244 | $7.01M | 1.44% | +443,604+32.0% | Added |
| 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 |