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.
Q3 2025 vs. Q2 2025
How the institutions holding San Juan Basin Royalty Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 86 | 1 | 88 | +3 |
| Shares | 15.1M | 6.40K | 15.2M | +115.1K (+0.8%) |
| Value | $90.1M | $38.2K | $91.6M | +$1.60M (+1.8%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held San Juan Basin Royalty Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 443,701 | $2.68M | 0.16% |
| Financial Sense Advisors, Inc. | 139,734 | $844.0K | 0.16% |
| Jane Street Group, LLC | 29,864 | $180.4K | 0.00% |
| Quadrature Capital Ltd | 23,554 | $142.6K | 0.00% |
| Boothbay Fund Management, LLC | 21,704 | $131.1K | 0.00% |
| Pekin Hardy Strauss, Inc. | 15,000 | $90.6K | 0.01% |
| Simplex Trading, LLC | 7,677 | $46.0K | 0.00% |
| Ameriflex Group, Inc. | 7,000 | $42.3K | 0.02% |
| Quarry LP | 1,185 | $7.16K | 0.00% |
| Cove Street Capital, LLC | 1,002 | $6.05K | 0.01% |
| Sofos Investments, Inc. | 366 | $2.21K | 0.00% |
| Farther Finance Advisors, LLC | 70 | $423 | 0.00% |
| SRS Capital Advisors, Inc. | 6 | $36 | 0.00% |
| CWM, LLC | 42 | $0 | 0.00% |
Sold out (11)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Prelude Capital Management, LLC | 396,709 | $2.37M |
| Intrepid Family Office LLC | 10,574 | $63.2K |
| Chilton Capital Management LLC | 4,200 | $25.1K |
| Federation des caisses Desjardins du Quebec | 600 | $3.59K |
| Rosenberg Matthew Hamilton | 593 | $3.54K |
| Bokf, NA | 462 | $2.76K |
| Princeton Global Asset Management LLC | 250 | $1.49K |
| Cullen/Frost Bankers, Inc. | 200 | $1.20K |
| Jones Financial Companies LLLP | 50 | $291 |
| CIBC Private Wealth Group, LLC | 28 | $166 |
| Northwestern Mutual Wealth Management Co | 1 | $6 |
Not filed for Q3 2025 yet (1)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Financial Gravity Companies, Inc. | 6,398 | $38.2K |