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 2025
Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2025. 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
- 86
- +1 vs. Q4 2024
- Shares held
- 13.2M
- +4.23M (+47.3%) vs. Q4 2024
- Total value
- $72.7M
- +$38.3M (+111.7%) vs. Q4 2024
- New holders
- 13
- 18 more added
- Sold out
- 12
- 20 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cannell Capital LLC | 3,045,408 | $16.8M | 5.68% | +1,215,164+66.4% | Added |
| Horizon Kinetics Asset Management LLC | 2,470,132 | $13.7M | 0.16% | +655,918+36.2% | Added |
| Morgan Stanley | 794,279 | $4.39M | 0.00% | +50,464+6.8% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $3.98M | 3.81% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 671,348 | $3.71M | 0.37% | +476,021+243.7% | Added |
| Ashton Thomas Private Wealth, LLC | 639,243 | $3.54M | 0.14% | −62,190−8.9% | Reduced |
| Principia Wealth Advisory, LLC | 653,767 | $3.35M | 3.23% | +632,700+3,003.3% | Added |
| RR Advisors, LLC | 416,000 | $2.30M | 0.55% | +273,000+190.9% | Added |
| Lesa Sroufe & Co | 320,329 | $1.77M | 1.77% | +320,329 | New |
| McDaniel Terry & Co | 318,076 | $1.76M | 0.15% | 00.0% | Unchanged |
| Raymond James Financial Inc | 297,699 | $1.65M | 0.00% | +93,202+45.6% | Added |
| Kingswood Wealth Advisors, LLC | 279,035 | $1.54M | 0.14% | +279,035 | New |
| Pingora Partners LLC | 272,788 | $1.51M | 1.12% | −6,900−2.5% | Reduced |
| Susquehanna International Group, LLP | 243,016 | $1.34M | 0.00% | +159,373+190.5% | Added |
| Mraz, Amerine & Associates, Inc. | 189,246 | $1.04M | 0.18% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 152,592 | $843.8K | 0.03% | +152,592 | New |
| Financial Sense Advisors, Inc. | 144,943 | $801.5K | 0.23% | +144,943 | New |
| Beacon Pointe Advisors, LLC | 116,929 | $645.5K | 0.01% | −400−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 93,523 | $516.0K | 0.00% | +70,475+305.8% | Added |
| Two Sigma Investments, LP | 92,334 | $510.6K | 0.00% | −1,825−1.9% | Reduced |
| Wells Fargo & Company | 88,115 | $487.3K | 0.00% | −4,531−4.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 85,650 | $473.6K | 0.18% | −10,150−10.6% | Reduced |
| State of Wyoming | 78,628 | $434.8K | 0.06% | +21,012+36.5% | Added |
| Simplex Trading, LLC | 68,180 | $377.0K | 0.01% | +44,986+194.0% | Added |
| Moors & Cabot, Inc. | 59,850 | $331.0K | 0.02% | −146,900−71.1% | Reduced |
| Creative Planning | 55,971 | $309.0K | 0.00% | +3,444+6.6% | Added |
| UBS Group AG | 52,538 | $290.5K | 0.00% | +10,082+23.7% | Added |
| Bank of America Corp | 48,317 | $267.2K | 0.00% | −56,085−53.7% | Reduced |
| Advisory Services Network, LLC | 48,227 | $266.7K | 0.01% | +48,227 | New |
| Ameriflex Group, Inc. | 47,050 | $260.2K | 0.11% | −7,100−13.1% | Reduced |
| Warren Averett Asset Management, LLC | 43,316 | $239.1K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 40,450 | $223.7K | 0.15% | +2,650+7.0% | Added |
| First Financial Bankshares Inc | 37,500 | $207.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,488 | $196.2K | 0.00% | +4,811+15.7% | Added |
| Clear Harbor Asset Management, LLC | 30,825 | $170.5K | 0.01% | −7,436−19.4% | Reduced |
| Heritage Trust Co | 30,201 | $167.0K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $165.6K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 28,650 | $158.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24,290 | $134.3K | 0.01% | +19,853+447.4% | Added |
| Atlas Wealth Partners, LLC | 24,300 | $134.0K | 0.17% | +4,250+21.2% | Added |
| Welch Group, LLC | 22,008 | $121.5K | 0.01% | +22,008 | New |
| Jane Street Group, LLC | 20,918 | $115.7K | 0.00% | −37,248−64.0% | Reduced |
| Ameriprise Financial Inc | 20,464 | $113.2K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 18,475 | $102.2K | 0.03% | +18,475 | New |
| Northern Trust Corp | 17,403 | $96.2K | 0.00% | +17,403 | New |
| Beck Mack & Oliver LLC | 16,480 | $91.1K | 0.00% | −3,000−15.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $87.7K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 15,199 | $84.0K | 0.00% | −13,366−46.8% | Reduced |
| Foundation Resource Management Inc | 14,565 | $80.5K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 12,910 | $71.3K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,898 | $65.8K | 0.00% | −1,333−10.1% | Reduced |
| Westfuller Advisors, LLC | 11,430 | $63.2K | 0.04% | +11,430 | New |
| Delta Investment Management, LLC | 10,911 | $60.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 10,000 | $55.2K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6,398 | $35.3K | 0.01% | +6,398 | New |
| Federation des caisses Desjardins du Quebec | 6,000 | $33.2K | 0.00% | −300−4.8% | Reduced |
| Chilton Capital Management LLC | 4,200 | $23.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,120 | $17.3K | 0.00% | −575−15.6% | Reduced |
| Royal Bank of Canada | 3,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,537 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,900 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $7.05K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,150 | $6.35K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 721 | $3.99K | 0.00% | −1,458−66.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $3.30K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 590 | $3.26K | 0.00% | −38−6.1% | Reduced |
| Bokf, NA | 462 | $2.56K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $2.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 336 | $1.86K | 0.00% | −1,134−77.1% | Reduced |
| Sierra Ocean, LLC | 330 | $1.82K | 0.00% | +330 | New |
| Allworth Financial LP | 289 | $1.70K | 0.00% | +1+0.3% | Added |
| Princeton Global Asset Management LLC | 250 | $1.38K | 0.00% | +250 | New |
| Creekmur Asset Management LLC | 242 | $1.34K | 0.00% | −5−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $1.09K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $133 | 0.00% | +28 | New |
| GWM Advisors LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −49,950−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −26,633−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,497−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −17,250−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −13,031−100.0% | Sold out |
| Rahlfs Capital, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −11,172−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Accredited Wealth Management, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Price Jennifer C. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |