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, Q3 2025
Institutional positions in San Juan Basin Royalty Trust as of Sep 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
- 88
- +3 vs. Q2 2025
- Shares held
- 15.2M
- +115.1K (+0.8%) vs. Q2 2025
- Total value
- $91.6M
- +$1.60M (+1.8%) vs. Q2 2025
- New holders
- 14
- 19 more added
- Sold out
- 11
- 21 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 5,611,981 | $33.9M | 0.41% | +1,017,479+22.1% | Added |
| Cannell Capital LLC | 1,213,124 | $7.33M | 1.92% | −1,018,400−45.6% | Reduced |
| Morgan Stanley | 925,497 | $5.59M | 0.00% | +100,273+12.2% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $4.34M | 2.53% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 637,707 | $3.85M | 0.10% | −3,519−0.5% | Reduced |
| Moors & Cabot, Inc. | 607,450 | $3.67M | 0.16% | +325,100+115.1% | Added |
| Principia Wealth Advisory, LLC | 578,756 | $3.50M | 2.49% | −62,723−9.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 491,900 | $2.97M | 0.18% | +6,085+1.3% | Added |
| Punch & Associates Investment Management, Inc. | 443,701 | $2.68M | 0.16% | +443,701 | New |
| LPL Financial LLC | 417,495 | $2.52M | 0.00% | +15,979+4.0% | Added |
| Lesa Sroufe & Co | 339,978 | $2.05M | 1.66% | +3,334+1.0% | Added |
| McDaniel Terry & Co | 318,076 | $1.92M | 0.15% | 00.0% | Unchanged |
| Raymond James Financial Inc | 306,732 | $1.85M | 0.00% | −31,330−9.3% | Reduced |
| RR Advisors, LLC | 303,000 | $1.83M | 0.43% | −113,000−27.2% | Reduced |
| Advisory Services Network, LLC | 237,397 | $1.43M | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 184,236 | $1.11M | 0.17% | −4,030−2.1% | Reduced |
| Susquehanna International Group, LLP | 165,877 | $1.00M | 0.00% | −88,947−34.9% | Reduced |
| Verition Fund Management LLC | 160,249 | $967.9K | 0.01% | −244,399−60.4% | Reduced |
| Financial Sense Advisors, Inc. | 139,734 | $844.0K | 0.16% | +139,734 | New |
| Wells Fargo & Company | 76,277 | $460.7K | 0.00% | −3,063−3.9% | Reduced |
| Citadel Advisors LLC | 76,102 | $459.7K | 0.00% | +43,668+134.6% | Added |
| Two Sigma Investments, LP | 69,023 | $416.9K | 0.00% | +11,863+20.8% | Added |
| Pingora Partners LLC | 63,946 | $386.2K | 0.26% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 60,308 | $364.3K | 0.07% | −1,560−2.5% | Reduced |
| Royal Bank of Canada | 56,124 | $339.0K | 0.00% | +3,924+7.5% | Added |
| Greenfield Seitz Capital Management, LLC | 53,100 | $320.7K | 0.10% | +3,300+6.6% | Added |
| Creative Planning | 52,871 | $319.3K | 0.00% | −3,100−5.5% | Reduced |
| Meixler Investment Management, Ltd. | 49,600 | $299.6K | 0.18% | +16,100+48.1% | Added |
| Bank of America Corp | 46,642 | $281.7K | 0.00% | +128+0.3% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $261.6K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 37,500 | $226.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 37,026 | $223.6K | 0.01% | +4,905+15.3% | Added |
| Atlas Wealth Partners, LLC | 35,150 | $212.3K | 0.22% | +1,500+4.5% | Added |
| State of Wyoming | 31,273 | $188.9K | 0.02% | −19,398−38.3% | Reduced |
| Heritage Trust Co | 30,201 | $182.4K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $181.2K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 30,000 | $181.2K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 29,864 | $180.4K | 0.00% | +29,864 | New |
| UBS Group AG | 29,651 | $179.1K | 0.00% | +6,351+27.3% | Added |
| Clear Harbor Asset Management, LLC | 28,825 | $174.1K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 28,650 | $173.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,059 | $162.8K | 0.00% | −2,216−7.3% | Reduced |
| Quadrature Capital Ltd | 23,554 | $142.6K | 0.00% | +23,554 | New |
| Group One Trading, L.P. | 22,456 | $135.6K | 0.00% | −10,336−31.5% | Reduced |
| Welch Group, LLC | 22,008 | $132.9K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,704 | $131.1K | 0.00% | +21,704 | New |
| Beacon Pointe Advisors, LLC | 17,000 | $102.7K | 0.00% | −97,929−85.2% | Reduced |
| Beck Mack & Oliver LLC | 16,480 | $99.5K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $94.7K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,534 | $93.8K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,342 | $92.7K | 0.00% | −47−0.3% | Reduced |
| Kovack Advisors, Inc. | 15,000 | $90.6K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 15,000 | $90.6K | 0.01% | +15,000 | New |
| Foundation Resource Management Inc | 14,565 | $88.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,997 | $84.5K | 0.00% | −1,202−7.9% | Reduced |
| Wedbush Securities Inc | 13,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,071 | $73.0K | 0.00% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 11,500 | $69.5K | 0.05% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11,430 | $69.0K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $61.2K | 0.00% | −20,131−66.5% | Reduced |
| National Bank of Canada | 10,000 | $60.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,677 | $46.0K | 0.00% | +7,677 | New |
| Ameriflex Group, Inc. | 7,000 | $42.3K | 0.02% | +7,000 | New |
| Bryn Mawr Trust Co | 5,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,942 | $23.8K | 0.00% | +3,030+332.2% | Added |
| Manchester Capital Management LLC | 3,610 | $21.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,217 | $19.4K | 0.00% | −2−0.1% | Reduced |
| Rothschild Investment LLC | 2,337 | $14.1K | 0.00% | −200−7.9% | Reduced |
| South State Corp. | 2,000 | $12.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,660 | $10.0K | 0.00% | +1,210+268.9% | Added |
| Private Wealth Asset Management, LLC | 1,300 | $7.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $7.70K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,185 | $7.16K | 0.00% | +1,185 | New |
| MAI Capital Management | 1,150 | $6.95K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,037 | $6.26K | 0.00% | +440+73.7% | Added |
| Cove Street Capital, LLC | 1,002 | $6.05K | 0.01% | +1,002 | New |
| Newbridge Financial Services Group, Inc. | 721 | $4.35K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 582 | $3.52K | 0.00% | −1,469−71.6% | Reduced |
| Tower Research Capital LLC (TRC) | 464 | $2.80K | 0.00% | +199+75.1% | Added |
| IFP Advisors, Inc | 395 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 366 | $2.21K | 0.00% | +366 | New |
| Allworth Financial LP | 288 | $1.74K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 240 | $1.45K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 206 | $1.24K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $1.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $423 | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 6 | $36 | 0.00% | +6 | New |
| CWM, LLC | 42 | $0 | 0.00% | +42 | New |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −396,709−100.0% | Sold out |
| Intrepid Family Office LLC | 0 | $0 | 0.00% | −10,574−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |