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 2025
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 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. Q1 2025
- Shares held
- 15.1M
- +1.88M (+14.2%) vs. Q1 2025
- Total value
- $90.1M
- +$17.4M (+24.0%) vs. Q1 2025
- New holders
- 16
- 19 more added
- Sold out
- 15
- 22 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 4,594,502 | $27.5M | 0.33% | +2,124,370+86.0% | Added |
| Cannell Capital LLC | 2,231,524 | $13.3M | 4.17% | −813,884−26.7% | Reduced |
| Morgan Stanley | 825,224 | $4.93M | 0.00% | +30,945+3.9% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $4.30M | 2.84% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 641,226 | $3.83M | 0.14% | +1,983+0.3% | Added |
| Principia Wealth Advisory, LLC | 641,479 | $3.83M | 3.25% | −12,288−1.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 485,815 | $2.90M | 0.23% | +206,780+74.1% | Added |
| RR Advisors, LLC | 416,000 | $2.49M | 0.60% | 00.0% | Unchanged |
| Verition Fund Management LLC | 404,648 | $2.42M | 0.01% | +404,648 | New |
| LPL Financial LLC | 401,516 | $2.40M | 0.00% | +389,618+3,274.7% | Added |
| Prelude Capital Management, LLC | 396,709 | $2.37M | 0.23% | −274,639−40.9% | Reduced |
| Raymond James Financial Inc | 338,062 | $2.02M | 0.00% | +40,363+13.6% | Added |
| Lesa Sroufe & Co | 336,644 | $2.01M | 1.85% | +16,315+5.1% | Added |
| McDaniel Terry & Co | 318,076 | $1.90M | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 282,350 | $1.69M | 0.08% | +222,500+371.8% | Added |
| Susquehanna International Group, LLP | 254,824 | $1.52M | 0.00% | +11,808+4.9% | Added |
| Advisory Services Network, LLC | 237,397 | $1.44M | 0.02% | +189,170+392.2% | Added |
| Mraz, Amerine & Associates, Inc. | 188,266 | $1.12M | 0.18% | −980−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 114,929 | $686.1K | 0.01% | −2,000−1.7% | Reduced |
| Wells Fargo & Company | 79,340 | $474.5K | 0.00% | −8,775−10.0% | Reduced |
| Pingora Partners LLC | 63,946 | $381.8K | 0.29% | −208,842−76.6% | Reduced |
| Delta Investment Management, LLC | 61,868 | $369.4K | 0.07% | +50,957+467.0% | Added |
| Two Sigma Investments, LP | 57,160 | $341.8K | 0.00% | −35,174−38.1% | Reduced |
| Creative Planning | 55,971 | $334.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 52,200 | $312.0K | 0.00% | +49,200+1,640.0% | Added |
| State of Wyoming | 50,671 | $303.0K | 0.04% | −27,957−35.6% | Reduced |
| Greenfield Seitz Capital Management, LLC | 49,800 | $297.8K | 0.11% | −35,850−41.9% | Reduced |
| Bank of America Corp | 46,514 | $278.2K | 0.00% | −1,803−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 43,316 | $258.6K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 37,500 | $224.3K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 33,650 | $201.0K | 0.23% | +9,350+38.5% | Added |
| Meixler Investment Management, Ltd. | 33,500 | $200.3K | 0.14% | −6,950−17.2% | Reduced |
| Group One Trading, L.P. | 32,792 | $196.1K | 0.01% | +8,502+35.0% | Added |
| Citadel Advisors LLC | 32,434 | $194.0K | 0.00% | +32,434 | New |
| XTX Topco Ltd | 32,121 | $192.1K | 0.01% | +32,121 | New |
| Advisor Group Holdings, Inc. | 30,275 | $181.0K | 0.00% | −5,213−14.7% | Reduced |
| CI Private Wealth, LLC | 30,260 | $181.0K | 0.00% | +30,260 | New |
| Heritage Trust Co | 30,201 | $180.6K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $179.1K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 30,000 | $179.1K | 0.06% | +20,000+200.0% | Added |
| Clear Harbor Asset Management, LLC | 28,825 | $172.4K | 0.01% | −2,000−6.5% | Reduced |
| Ingalls & Snyder LLC | 28,650 | $171.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 23,300 | $139.3K | 0.00% | −29,238−55.7% | Reduced |
| Welch Group, LLC | 22,008 | $131.4K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 16,480 | $98.5K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $93.8K | 0.01% | −143−0.9% | Reduced |
| Financial Engines Advisors L.L.C. | 15,534 | $93.0K | 0.00% | +15,534 | New |
| Private Advisor Group, LLC | 15,389 | $91.9K | 0.00% | +15,389 | New |
| Resources Investment Advisors, LLC. | 15,199 | $90.9K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,000 | $89.7K | 0.01% | −5,000−25.0% | Reduced |
| Foundation Resource Management Inc | 14,565 | $87.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $81.0K | 0.00% | +1,500+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,071 | $72.0K | 0.00% | −81,452−87.1% | Reduced |
| Rahlfs Capital, LLC | 11,500 | $68.7K | 0.06% | +11,500 | New |
| Westfuller Advisors, LLC | 11,430 | $68.4K | 0.04% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 10,574 | $63.2K | 0.07% | +10,574 | New |
| National Bank of Canada | 10,000 | $59.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 6,398 | $38.2K | 0.01% | +6,398 | New |
| Bryn Mawr Trust Co | 5,000 | $29.9K | 0.00% | +5,000 | New |
| Chilton Capital Management LLC | 4,200 | $25.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,610 | $21.6K | 0.00% | +1,710+90.0% | Added |
| FMR LLC | 3,219 | $19.3K | 0.00% | +99+3.2% | Added |
| Rothschild Investment LLC | 2,537 | $15.2K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,051 | $12.3K | 0.00% | +1,461+247.6% | Added |
| South State Corp. | 2,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,300 | $7.77K | 0.00% | +1,300 | New |
| MAI Capital Management | 1,150 | $6.87K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 912 | $5.45K | 0.00% | +912 | New |
| Sunbelt Securities, Inc. | 1,275 | $4.88K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 721 | $4.31K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 600 | $3.59K | 0.00% | −5,400−90.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $3.57K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 593 | $3.54K | 0.00% | +593 | New |
| Bokf, NA | 462 | $2.76K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 450 | $2.69K | 0.00% | +450 | New |
| IFP Advisors, Inc | 395 | $2.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $1.72K | 0.00% | −1−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 265 | $1.58K | 0.00% | −71−21.1% | Reduced |
| Princeton Global Asset Management LLC | 250 | $1.49K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 240 | $1.44K | 0.00% | −2−0.8% | Reduced |
| US Bancorp | 206 | $1.23K | 0.00% | +206 | New |
| Cullen/Frost Bankers, Inc. | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $1.18K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $291 | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 28 | $166 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −152,592−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −144,943−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68,180−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −47,050−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,918−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −20,464−100.0% | Sold out |
| Fonville Wealth Management LLC | 0 | $0 | 0.00% | −18,475−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −17,403−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |