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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $6 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $166 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $291 | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 197 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 206 | $1.23K | 0.00% | +206 | New |
| Creekmur Asset Management LLC | 240 | $1.44K | 0.00% | −2−0.8% | Reduced |
| Princeton Global Asset Management LLC | 250 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 265 | $1.58K | 0.00% | −71−21.1% | Reduced |
| Allworth Financial LP | 288 | $1.72K | 0.00% | −1−0.3% | Reduced |
| IFP Advisors, Inc | 395 | $2.36K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 450 | $2.69K | 0.00% | +450 | New |
| Bokf, NA | 462 | $2.76K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 593 | $3.54K | 0.00% | +593 | New |
| Steward Partners Investment Advisory, LLC | 597 | $3.57K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 600 | $3.59K | 0.00% | −5,400−90.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 721 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $4.88K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 912 | $5.45K | 0.00% | +912 | New |
| MAI Capital Management | 1,150 | $6.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,300 | $7.77K | 0.00% | +1,300 | New |
| South State Corp. | 2,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,051 | $12.3K | 0.00% | +1,461+247.6% | Added |
| Rothschild Investment LLC | 2,537 | $15.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,219 | $19.3K | 0.00% | +99+3.2% | Added |
| Manchester Capital Management LLC | 3,610 | $21.6K | 0.00% | +1,710+90.0% | Added |
| Chilton Capital Management LLC | 4,200 | $25.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $29.9K | 0.00% | +5,000 | New |
| Financial Gravity Companies, Inc. | 6,398 | $38.2K | 0.01% | +6,398 | New |
| National Bank of Canada | 10,000 | $59.6K | 0.00% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 10,574 | $63.2K | 0.07% | +10,574 | New |
| Westfuller Advisors, LLC | 11,430 | $68.4K | 0.04% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 11,500 | $68.7K | 0.06% | +11,500 | New |
| Cambridge Investment Research Advisors, Inc. | 12,071 | $72.0K | 0.00% | −81,452−87.1% | Reduced |
| Wedbush Securities Inc | 13,500 | $81.0K | 0.00% | +1,500+12.5% | Added |
| Foundation Resource Management Inc | 14,565 | $87.1K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,000 | $89.7K | 0.01% | −5,000−25.0% | Reduced |
| Resources Investment Advisors, LLC. | 15,199 | $90.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,389 | $91.9K | 0.00% | +15,389 | New |
| Financial Engines Advisors L.L.C. | 15,534 | $93.0K | 0.00% | +15,534 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $93.8K | 0.01% | −143−0.9% | Reduced |
| Beck Mack & Oliver LLC | 16,480 | $98.5K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 22,008 | $131.4K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 23,300 | $139.3K | 0.00% | −29,238−55.7% | Reduced |
| Ingalls & Snyder LLC | 28,650 | $171.0K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 28,825 | $172.4K | 0.01% | −2,000−6.5% | Reduced |
| 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 |
| Heritage Trust Co | 30,201 | $180.6K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,260 | $181.0K | 0.00% | +30,260 | New |
| Advisor Group Holdings, Inc. | 30,275 | $181.0K | 0.00% | −5,213−14.7% | Reduced |
| XTX Topco Ltd | 32,121 | $192.1K | 0.01% | +32,121 | New |
| Citadel Advisors LLC | 32,434 | $194.0K | 0.00% | +32,434 | New |
| Group One Trading, L.P. | 32,792 | $196.1K | 0.01% | +8,502+35.0% | Added |
| Meixler Investment Management, Ltd. | 33,500 | $200.3K | 0.14% | −6,950−17.2% | Reduced |
| Atlas Wealth Partners, LLC | 33,650 | $201.0K | 0.23% | +9,350+38.5% | Added |
| First Financial Bankshares Inc | 37,500 | $224.3K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 43,316 | $258.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 46,514 | $278.2K | 0.00% | −1,803−3.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 49,800 | $297.8K | 0.11% | −35,850−41.9% | Reduced |
| State of Wyoming | 50,671 | $303.0K | 0.04% | −27,957−35.6% | Reduced |
| Royal Bank of Canada | 52,200 | $312.0K | 0.00% | +49,200+1,640.0% | Added |
| Creative Planning | 55,971 | $334.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 57,160 | $341.8K | 0.00% | −35,174−38.1% | Reduced |
| Delta Investment Management, LLC | 61,868 | $369.4K | 0.07% | +50,957+467.0% | Added |
| Pingora Partners LLC | 63,946 | $381.8K | 0.29% | −208,842−76.6% | Reduced |
| Wells Fargo & Company | 79,340 | $474.5K | 0.00% | −8,775−10.0% | Reduced |
| Beacon Pointe Advisors, LLC | 114,929 | $686.1K | 0.01% | −2,000−1.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 188,266 | $1.12M | 0.18% | −980−0.5% | Reduced |
| Advisory Services Network, LLC | 237,397 | $1.44M | 0.02% | +189,170+392.2% | Added |
| Susquehanna International Group, LLP | 254,824 | $1.52M | 0.00% | +11,808+4.9% | Added |
| Moors & Cabot, Inc. | 282,350 | $1.69M | 0.08% | +222,500+371.8% | Added |
| McDaniel Terry & Co | 318,076 | $1.90M | 0.16% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 336,644 | $2.01M | 1.85% | +16,315+5.1% | Added |
| Raymond James Financial Inc | 338,062 | $2.02M | 0.00% | +40,363+13.6% | Added |
| Prelude Capital Management, LLC | 396,709 | $2.37M | 0.23% | −274,639−40.9% | Reduced |
| LPL Financial LLC | 401,516 | $2.40M | 0.00% | +389,618+3,274.7% | Added |
| Verition Fund Management LLC | 404,648 | $2.42M | 0.01% | +404,648 | New |
| RR Advisors, LLC | 416,000 | $2.49M | 0.60% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 485,815 | $2.90M | 0.23% | +206,780+74.1% | Added |
| Principia Wealth Advisory, LLC | 641,479 | $3.83M | 3.25% | −12,288−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 641,226 | $3.83M | 0.14% | +1,983+0.3% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $4.30M | 2.84% | 00.0% | Unchanged |
| Morgan Stanley | 825,224 | $4.93M | 0.00% | +30,945+3.9% | Added |
| Cannell Capital LLC | 2,231,524 | $13.3M | 4.17% | −813,884−26.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,594,502 | $27.5M | 0.33% | +2,124,370+86.0% | Added |
| 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 |