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, Q4 2025
Institutional positions in San Juan Basin Royalty Trust as of Dec 31, 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
- 90
- +4 vs. Q3 2025
- Shares held
- 15.4M
- +277.1K (+1.8%) vs. Q3 2025
- Total value
- $86.8M
- −$4.81M (−5.3%) vs. Q3 2025
- New holders
- 14
- 24 more added
- Sold out
- 10
- 26 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 6 | $34 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 106 | $593 | 0.00% | −615−85.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 197 | $1.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 245 | $1.38K | 0.00% | +245 | New |
| Allworth Financial LP | 250 | $1.41K | 0.00% | −38−13.2% | Reduced |
| Tucker Asset Management LLC | 264 | $1.49K | 0.00% | +264 | New |
| Motiv8 Investments LLC | 375 | $2.00K | 0.00% | +375 | New |
| Sofos Investments, Inc. | 366 | $2.06K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 376 | $2.11K | 0.00% | −206−35.4% | Reduced |
| IFP Advisors, Inc | 395 | $2.22K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 611 | $3.43K | 0.00% | +147+31.7% | Added |
| CWM, LLC | 1,042 | $6.00K | 0.00% | +1,000+2,381.0% | Added |
| MAI Capital Management | 1,150 | $6.46K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $7.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,442 | $8.11K | 0.00% | +405+39.1% | Added |
| South State Corp. | 2,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,337 | $13.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,546 | $14.3K | 0.00% | −671−20.9% | Reduced |
| International Assets Investment Management, LLC | 3,000 | $16.9K | 0.00% | +3,000 | New |
| Comerica Bank | 3,030 | $17.0K | 0.00% | −912−23.1% | Reduced |
| EFG International AG | 3,100 | $17.4K | 0.00% | +3,100 | New |
| Adkins Seale Capital Management LLC | 3,714 | $20.9K | 0.02% | +3,714 | New |
| Morse Asset Management, Inc | 4,400 | $24.7K | 0.00% | +2,740+165.1% | Added |
| Bryn Mawr Trust Co | 5,000 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5,100 | $28.7K | 0.01% | −1,900−27.1% | Reduced |
| UBS Group AG | 8,295 | $46.6K | 0.00% | −21,356−72.0% | Reduced |
| National Bank of Canada | 10,000 | $56.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $56.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,387 | $58.4K | 0.00% | −12,069−53.7% | Reduced |
| Pathstone Holdings, LLC | 10,424 | $58.6K | 0.00% | +10,424 | New |
| Kovack Advisors, Inc. | 10,500 | $59.0K | 0.00% | −4,500−30.0% | Reduced |
| Simplex Trading, LLC | 10,532 | $59.2K | 0.00% | +2,855+37.2% | Added |
| Rahlfs Capital, LLC | 11,000 | $61.8K | 0.05% | −500−4.3% | Reduced |
| Evernest Financial Advisors, LLC | 11,000 | $61.9K | 0.01% | +11,000 | New |
| Cambridge Investment Research Advisors, Inc. | 11,071 | $62.0K | 0.00% | −1,000−8.3% | Reduced |
| Westfuller Advisors, LLC | 11,430 | $64.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,430 | $64.2K | 0.01% | +11,430 | New |
| Cetera Investment Advisers | 11,431 | $64.2K | 0.00% | +11,431 | New |
| Wedbush Securities Inc | 13,500 | $76.0K | 0.00% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 14,565 | $81.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,500 | $87.1K | 0.00% | +158+1.0% | Added |
| Financial Engines Advisors L.L.C. | 15,534 | $87.3K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 15,580 | $87.6K | 0.00% | −900−5.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $88.1K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 17,000 | $95.5K | 0.00% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 20,500 | $113.0K | 0.10% | +20,500 | New |
| State of Wyoming | 21,044 | $118.3K | 0.01% | −10,229−32.7% | Reduced |
| Welch Group, LLC | 22,008 | $123.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,427 | $126.0K | 0.00% | −7,437−24.9% | Reduced |
| Advisor Group Holdings, Inc. | 25,198 | $141.6K | 0.00% | −2,861−10.2% | Reduced |
| Ingalls & Snyder LLC | 28,650 | $161.0K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 28,825 | $162.0K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 29,660 | $166.7K | 0.06% | +29,660 | New |
| Roundview Capital LLC | 30,000 | $168.6K | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 30,000 | $168.6K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 32,482 | $182.5K | 0.00% | +32,482 | New |
| Boothbay Fund Management, LLC | 33,414 | $187.8K | 0.00% | +11,710+54.0% | Added |
| Janney Montgomery Scott LLC | 34,037 | $191.0K | 0.00% | +34,037 | New |
| First Financial Bankshares Inc | 37,500 | $210.8K | 0.00% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 40,383 | $227.0K | 0.04% | −99,351−71.1% | Reduced |
| Atlas Wealth Partners, LLC | 40,656 | $228.5K | 0.25% | +5,506+15.7% | Added |
| Warren Averett Asset Management, LLC | 43,316 | $243.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 45,080 | $253.3K | 0.00% | −1,562−3.3% | Reduced |
| Two Sigma Investments, LP | 47,648 | $267.8K | 0.00% | −21,375−31.0% | Reduced |
| Meixler Investment Management, Ltd. | 52,100 | $292.8K | 0.18% | +2,500+5.0% | Added |
| Creative Planning | 52,867 | $297.1K | 0.00% | −40.0% | Reduced |
| Greenfield Seitz Capital Management, LLC | 53,100 | $298.4K | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 53,750 | $302.1K | 0.03% | +38,750+258.3% | Added |
| Delta Investment Management, LLC | 64,565 | $362.9K | 0.06% | +4,257+7.1% | Added |
| Royal Bank of Canada | 68,922 | $387.0K | 0.00% | +12,798+22.8% | Added |
| Wells Fargo & Company | 74,662 | $419.6K | 0.00% | −1,615−2.1% | Reduced |
| XTX Topco Ltd | 81,722 | $459.3K | 0.01% | +44,696+120.7% | Added |
| Susquehanna International Group, LLP | 94,101 | $528.8K | 0.00% | −71,776−43.3% | Reduced |
| Pingora Partners LLC | 135,057 | $759.0K | 0.46% | +71,111+111.2% | Added |
| McDaniel Terry & Co | 170,288 | $957.0K | 0.08% | −147,788−46.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 184,236 | $1.04M | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 191,950 | $1.08M | 0.05% | −299,950−61.0% | Reduced |
| Advisory Services Network, LLC | 238,677 | $1.34M | 0.02% | +1,280+0.5% | Added |
| Citadel Advisors LLC | 241,775 | $1.36M | 0.00% | +165,673+217.7% | Added |
| Lesa Sroufe & Co | 340,390 | $1.91M | 1.42% | +412+0.1% | Added |
| Raymond James Financial Inc | 346,112 | $1.95M | 0.00% | +39,380+12.8% | Added |
| LPL Financial LLC | 407,116 | $2.29M | 0.00% | −10,379−2.5% | Reduced |
| Principia Wealth Advisory, LLC | 531,022 | $2.98M | 1.87% | −47,734−8.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 700,000 | $3.93M | 0.23% | +256,299+57.8% | Added |
| Mountaineer Partners Management, LLC | 732,351 | $4.12M | 2.30% | +13,297+1.8% | Added |
| Moors & Cabot, Inc. | 736,300 | $4.14M | 0.18% | +128,850+21.2% | Added |
| Ashton Thomas Private Wealth, LLC | 770,224 | $4.33M | 0.11% | +132,517+20.8% | Added |
| Cannell Capital LLC | 835,799 | $4.70M | 3.00% | −377,325−31.1% | Reduced |
| Morgan Stanley | 1,156,904 | $6.50M | 0.00% | +231,407+25.0% | Added |
| Horizon Kinetics Asset Management LLC | 6,231,144 | $35.0M | 0.47% | +619,163+11.0% | Added |
| RR Advisors, LLC | 0 | $0 | 0.00% | −303,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −160,249−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −30,201−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,554−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −13,997−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |