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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $133 | 0.00% | +28 | New |
| Plante Moran Financial Advisors, LLC | 197 | $1.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 242 | $1.34K | 0.00% | −5−2.0% | Reduced |
| Princeton Global Asset Management LLC | 250 | $1.38K | 0.00% | +250 | New |
| Allworth Financial LP | 289 | $1.70K | 0.00% | +1+0.3% | Added |
| Sierra Ocean, LLC | 330 | $1.82K | 0.00% | +330 | New |
| Tower Research Capital LLC (TRC) | 336 | $1.86K | 0.00% | −1,134−77.1% | Reduced |
| IFP Advisors, Inc | 395 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 462 | $2.56K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 590 | $3.26K | 0.00% | −38−6.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $3.30K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 721 | $3.99K | 0.00% | −1,458−66.9% | Reduced |
| MAI Capital Management | 1,150 | $6.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $7.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,900 | $10.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,537 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,120 | $17.3K | 0.00% | −575−15.6% | Reduced |
| Chilton Capital Management LLC | 4,200 | $23.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,000 | $33.2K | 0.00% | −300−4.8% | Reduced |
| Sofos Investments, Inc. | 6,398 | $35.3K | 0.01% | +6,398 | New |
| National Bank of Canada | 10,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 10,000 | $55.2K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 10,911 | $60.2K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11,430 | $63.2K | 0.04% | +11,430 | New |
| LPL Financial LLC | 11,898 | $65.8K | 0.00% | −1,333−10.1% | Reduced |
| Wedbush Securities Inc | 12,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 12,910 | $71.3K | 0.01% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 14,565 | $80.5K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 15,199 | $84.0K | 0.00% | −13,366−46.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $87.7K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 16,480 | $91.1K | 0.00% | −3,000−15.4% | Reduced |
| Northern Trust Corp | 17,403 | $96.2K | 0.00% | +17,403 | New |
| Fonville Wealth Management LLC | 18,475 | $102.2K | 0.03% | +18,475 | New |
| Kovack Advisors, Inc. | 20,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,464 | $113.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,918 | $115.7K | 0.00% | −37,248−64.0% | Reduced |
| Welch Group, LLC | 22,008 | $121.5K | 0.01% | +22,008 | New |
| Atlas Wealth Partners, LLC | 24,300 | $134.0K | 0.17% | +4,250+21.2% | Added |
| Group One Trading, L.P. | 24,290 | $134.3K | 0.01% | +19,853+447.4% | Added |
| Ingalls & Snyder LLC | 28,650 | $158.0K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $165.6K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $167.0K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 30,825 | $170.5K | 0.01% | −7,436−19.4% | Reduced |
| Advisor Group Holdings, Inc. | 35,488 | $196.2K | 0.00% | +4,811+15.7% | Added |
| First Financial Bankshares Inc | 37,500 | $207.4K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 40,450 | $223.7K | 0.15% | +2,650+7.0% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $239.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 47,050 | $260.2K | 0.11% | −7,100−13.1% | Reduced |
| Advisory Services Network, LLC | 48,227 | $266.7K | 0.01% | +48,227 | New |
| Bank of America Corp | 48,317 | $267.2K | 0.00% | −56,085−53.7% | Reduced |
| UBS Group AG | 52,538 | $290.5K | 0.00% | +10,082+23.7% | Added |
| Creative Planning | 55,971 | $309.0K | 0.00% | +3,444+6.6% | Added |
| Moors & Cabot, Inc. | 59,850 | $331.0K | 0.02% | −146,900−71.1% | Reduced |
| Simplex Trading, LLC | 68,180 | $377.0K | 0.01% | +44,986+194.0% | Added |
| State of Wyoming | 78,628 | $434.8K | 0.06% | +21,012+36.5% | Added |
| Greenfield Seitz Capital Management, LLC | 85,650 | $473.6K | 0.18% | −10,150−10.6% | Reduced |
| Wells Fargo & Company | 88,115 | $487.3K | 0.00% | −4,531−4.9% | Reduced |
| Two Sigma Investments, LP | 92,334 | $510.6K | 0.00% | −1,825−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 93,523 | $516.0K | 0.00% | +70,475+305.8% | Added |
| Beacon Pointe Advisors, LLC | 116,929 | $645.5K | 0.01% | −400−0.3% | Reduced |
| Financial Sense Advisors, Inc. | 144,943 | $801.5K | 0.23% | +144,943 | New |
| Boothbay Fund Management, LLC | 152,592 | $843.8K | 0.03% | +152,592 | New |
| Mraz, Amerine & Associates, Inc. | 189,246 | $1.04M | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 243,016 | $1.34M | 0.00% | +159,373+190.5% | Added |
| Pingora Partners LLC | 272,788 | $1.51M | 1.12% | −6,900−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 279,035 | $1.54M | 0.14% | +279,035 | New |
| Raymond James Financial Inc | 297,699 | $1.65M | 0.00% | +93,202+45.6% | Added |
| McDaniel Terry & Co | 318,076 | $1.76M | 0.15% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 320,329 | $1.77M | 1.77% | +320,329 | New |
| RR Advisors, LLC | 416,000 | $2.30M | 0.55% | +273,000+190.9% | Added |
| Principia Wealth Advisory, LLC | 653,767 | $3.35M | 3.23% | +632,700+3,003.3% | Added |
| Ashton Thomas Private Wealth, LLC | 639,243 | $3.54M | 0.14% | −62,190−8.9% | Reduced |
| Prelude Capital Management, LLC | 671,348 | $3.71M | 0.37% | +476,021+243.7% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $3.98M | 3.81% | 00.0% | Unchanged |
| Morgan Stanley | 794,279 | $4.39M | 0.00% | +50,464+6.8% | Added |
| Horizon Kinetics Asset Management LLC | 2,470,132 | $13.7M | 0.16% | +655,918+36.2% | Added |
| Cannell Capital LLC | 3,045,408 | $16.8M | 5.68% | +1,215,164+66.4% | Added |
| 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 |