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 |
|---|---|---|---|---|---|
| CWM, LLC | 42 | $0 | 0.00% | +42 | New |
| SRS Capital Advisors, Inc. | 6 | $36 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 70 | $423 | 0.00% | +70 | New |
| Plante Moran Financial Advisors, LLC | 197 | $1.19K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 206 | $1.24K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 240 | $1.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 366 | $2.21K | 0.00% | +366 | New |
| IFP Advisors, Inc | 395 | $2.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 464 | $2.80K | 0.00% | +199+75.1% | Added |
| BlackRock, Inc. | 582 | $3.52K | 0.00% | −1,469−71.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 721 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,002 | $6.05K | 0.01% | +1,002 | New |
| Steward Partners Investment Advisory, LLC | 1,037 | $6.26K | 0.00% | +440+73.7% | Added |
| MAI Capital Management | 1,150 | $6.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,185 | $7.16K | 0.00% | +1,185 | New |
| Sunbelt Securities, Inc. | 1,275 | $7.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,300 | $7.85K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,660 | $10.0K | 0.00% | +1,210+268.9% | Added |
| South State Corp. | 2,000 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,337 | $14.1K | 0.00% | −200−7.9% | Reduced |
| FMR LLC | 3,217 | $19.4K | 0.00% | −2−0.1% | Reduced |
| Manchester Capital Management LLC | 3,610 | $21.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,942 | $23.8K | 0.00% | +3,030+332.2% | Added |
| Bryn Mawr Trust Co | 5,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 7,000 | $42.3K | 0.02% | +7,000 | New |
| Simplex Trading, LLC | 7,677 | $46.0K | 0.00% | +7,677 | New |
| National Bank of Canada | 10,000 | $60.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $61.2K | 0.00% | −20,131−66.5% | Reduced |
| Westfuller Advisors, LLC | 11,430 | $69.0K | 0.03% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 11,500 | $69.5K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,071 | $73.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,997 | $84.5K | 0.00% | −1,202−7.9% | Reduced |
| Foundation Resource Management Inc | 14,565 | $88.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Private Advisor Group, LLC | 15,342 | $92.7K | 0.00% | −47−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 15,534 | $93.8K | 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 |
| Beck Mack & Oliver LLC | 16,480 | $99.5K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 17,000 | $102.7K | 0.00% | −97,929−85.2% | Reduced |
| Boothbay Fund Management, LLC | 21,704 | $131.1K | 0.00% | +21,704 | New |
| Welch Group, LLC | 22,008 | $132.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 22,456 | $135.6K | 0.00% | −10,336−31.5% | Reduced |
| Quadrature Capital Ltd | 23,554 | $142.6K | 0.00% | +23,554 | New |
| Advisor Group Holdings, Inc. | 28,059 | $162.8K | 0.00% | −2,216−7.3% | Reduced |
| Ingalls & Snyder LLC | 28,650 | $173.0K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 28,825 | $174.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 29,651 | $179.1K | 0.00% | +6,351+27.3% | Added |
| Jane Street Group, LLC | 29,864 | $180.4K | 0.00% | +29,864 | New |
| Roundview Capital LLC | 30,000 | $181.2K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 30,000 | $181.2K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 30,201 | $182.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 31,273 | $188.9K | 0.02% | −19,398−38.3% | Reduced |
| Atlas Wealth Partners, LLC | 35,150 | $212.3K | 0.22% | +1,500+4.5% | Added |
| XTX Topco Ltd | 37,026 | $223.6K | 0.01% | +4,905+15.3% | Added |
| First Financial Bankshares Inc | 37,500 | $226.5K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 43,316 | $261.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 46,642 | $281.7K | 0.00% | +128+0.3% | Added |
| Meixler Investment Management, Ltd. | 49,600 | $299.6K | 0.18% | +16,100+48.1% | Added |
| Creative Planning | 52,871 | $319.3K | 0.00% | −3,100−5.5% | Reduced |
| Greenfield Seitz Capital Management, LLC | 53,100 | $320.7K | 0.10% | +3,300+6.6% | Added |
| Royal Bank of Canada | 56,124 | $339.0K | 0.00% | +3,924+7.5% | Added |
| Delta Investment Management, LLC | 60,308 | $364.3K | 0.07% | −1,560−2.5% | Reduced |
| Pingora Partners LLC | 63,946 | $386.2K | 0.26% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 69,023 | $416.9K | 0.00% | +11,863+20.8% | Added |
| Citadel Advisors LLC | 76,102 | $459.7K | 0.00% | +43,668+134.6% | Added |
| Wells Fargo & Company | 76,277 | $460.7K | 0.00% | −3,063−3.9% | Reduced |
| Financial Sense Advisors, Inc. | 139,734 | $844.0K | 0.16% | +139,734 | New |
| Verition Fund Management LLC | 160,249 | $967.9K | 0.01% | −244,399−60.4% | Reduced |
| Susquehanna International Group, LLP | 165,877 | $1.00M | 0.00% | −88,947−34.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 184,236 | $1.11M | 0.17% | −4,030−2.1% | Reduced |
| Advisory Services Network, LLC | 237,397 | $1.43M | 0.02% | 00.0% | Unchanged |
| RR Advisors, LLC | 303,000 | $1.83M | 0.43% | −113,000−27.2% | Reduced |
| Raymond James Financial Inc | 306,732 | $1.85M | 0.00% | −31,330−9.3% | Reduced |
| McDaniel Terry & Co | 318,076 | $1.92M | 0.15% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 339,978 | $2.05M | 1.66% | +3,334+1.0% | Added |
| LPL Financial LLC | 417,495 | $2.52M | 0.00% | +15,979+4.0% | Added |
| Punch & Associates Investment Management, Inc. | 443,701 | $2.68M | 0.16% | +443,701 | New |
| Kingswood Wealth Advisors, LLC | 491,900 | $2.97M | 0.18% | +6,085+1.3% | Added |
| Principia Wealth Advisory, LLC | 578,756 | $3.50M | 2.49% | −62,723−9.8% | Reduced |
| Moors & Cabot, Inc. | 607,450 | $3.67M | 0.16% | +325,100+115.1% | Added |
| Ashton Thomas Private Wealth, LLC | 637,707 | $3.85M | 0.10% | −3,519−0.5% | Reduced |
| Mountaineer Partners Management, LLC | 719,054 | $4.34M | 2.53% | 00.0% | Unchanged |
| Morgan Stanley | 925,497 | $5.59M | 0.00% | +100,273+12.2% | Added |
| Cannell Capital LLC | 1,213,124 | $7.33M | 1.92% | −1,018,400−45.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,611,981 | $33.9M | 0.41% | +1,017,479+22.1% | Added |
| 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 |