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, Q1 2026
Institutional positions in San Juan Basin Royalty Trust as of Mar 31, 2026. 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
- 89
- +1 vs. Q4 2025
- Shares held
- 16.5M
- +1.01M (+6.6%) vs. Q4 2025
- Total value
- $79.1M
- −$7.70M (−8.9%) vs. Q4 2025
- New holders
- 9
- 27 more added
- Sold out
- 8
- 15 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,978,841 | $33.6M | 0.36% | +747,697+12.0% | Added |
| Morgan Stanley | 1,618,089 | $7.78M | 0.00% | +461,185+39.9% | Added |
| Punch & Associates Investment Management, Inc. | 939,225 | $4.52M | 0.26% | +239,225+34.2% | Added |
| Cannell Capital LLC | 909,463 | $4.37M | 2.84% | +73,664+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 867,711 | $4.17M | 0.10% | +97,487+12.7% | Added |
| Moors & Cabot, Inc. | 851,880 | $4.10M | 0.18% | +115,580+15.7% | Added |
| Marshall Wace, LLP | 393,635 | $1.89M | 0.00% | +393,635 | New |
| LPL Financial LLC | 380,209 | $1.83M | 0.00% | −26,907−6.6% | Reduced |
| Lesa Sroufe & Co | 346,870 | $1.67M | 1.14% | +6,480+1.9% | Added |
| McDaniel Terry & Co | 318,076 | $1.53M | 0.13% | +147,788+86.8% | Added |
| Raymond James Financial Inc | 293,512 | $1.41M | 0.00% | −52,600−15.2% | Reduced |
| Advisory Services Network, LLC | 242,377 | $1.17M | 0.02% | +3,700+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 184,236 | $884.3K | 0.13% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 165,950 | $796.6K | 0.04% | −26,000−13.5% | Reduced |
| Citadel Advisors LLC | 154,244 | $741.9K | 0.00% | −87,531−36.2% | Reduced |
| Pingora Partners LLC | 135,057 | $648.3K | 0.38% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 118,334 | $568.0K | 0.00% | +101,334+596.1% | Added |
| XTX Topco Ltd | 95,890 | $461.2K | 0.01% | +14,168+17.3% | Added |
| Advisor Group Holdings, Inc. | 88,250 | $424.5K | 0.00% | +63,052+250.2% | Added |
| Susquehanna International Group, LLP | 80,312 | $386.3K | 0.00% | −13,789−14.7% | Reduced |
| Wells Fargo & Company | 74,424 | $358.0K | 0.00% | −238−0.3% | Reduced |
| Royal Bank of Canada | 70,600 | $340.0K | 0.00% | +1,678+2.4% | Added |
| Delta Investment Management, LLC | 57,446 | $275.7K | 0.05% | −7,119−11.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 56,750 | $273.0K | 0.03% | +3,000+5.6% | Added |
| Two Sigma Investments, LP | 53,840 | $259.0K | 0.00% | +6,192+13.0% | Added |
| Greenfield Seitz Capital Management, LLC | 53,100 | $255.4K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 52,867 | $253.8K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 53,900 | $252.8K | 0.14% | +1,800+3.5% | Added |
| Jane Street Group, LLC | 47,640 | $229.1K | 0.00% | +25,213+112.4% | Added |
| Bank of America Corp | 45,080 | $216.8K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 44,316 | $212.7K | 0.00% | +1,000+2.3% | Added |
| Atlas Wealth Partners, LLC | 42,106 | $202.1K | 0.21% | +1,450+3.6% | Added |
| First Financial Bankshares Inc | 37,500 | $180.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 36,596 | $176.0K | 0.02% | +15,552+73.9% | Added |
| Janney Montgomery Scott LLC | 33,687 | $162.0K | 0.00% | −350−1.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 32,575 | $156.4K | 0.05% | +2,915+9.8% | Added |
| AQR Capital Management LLC | 32,482 | $156.2K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 30,008 | $144.0K | 0.01% | +8,000+36.4% | Added |
| Roundview Capital LLC | 30,000 | $144.0K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 28,825 | $138.6K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 28,650 | $138.0K | 0.00% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 20,500 | $101.3K | 0.09% | 00.0% | Unchanged |
| GK Wealth Management LLC | 20,500 | $101.3K | 0.09% | +20,500 | New |
| UBS Group AG | 19,796 | $95.2K | 0.00% | +11,501+138.6% | Added |
| Quadrature Capital Ltd | 19,652 | $94.5K | 0.00% | +19,652 | New |
| Private Advisor Group, LLC | 15,712 | $75.4K | 0.00% | +212+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $75.4K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 15,580 | $74.9K | 0.00% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,534 | $74.7K | 0.00% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 14,565 | $70.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,071 | $68.0K | 0.00% | +3,000+27.1% | Added |
| Wedbush Securities Inc | 13,500 | $65.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 11,430 | $55.0K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11,430 | $55.0K | 0.02% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 11,000 | $52.8K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,570 | $50.8K | 0.00% | +10,570 | New |
| Pathstone Holdings, LLC | 10,424 | $50.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,500 | $48.7K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,000 | $48.1K | 0.00% | +10,000 | New |
| National Bank of Canada | 10,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 11,000 | $46.4K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 10,000 | $44.8K | 0.01% | +10,000 | New |
| Simplex Trading, LLC | 6,491 | $31.2K | 0.00% | −4,041−38.4% | Reduced |
| Ameriflex Group, Inc. | 5,100 | $24.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $24.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,692 | $22.6K | 0.00% | −5,695−54.8% | Reduced |
| Fifth Third Bancorp | 4,037 | $19.4K | 0.00% | +4,037 | New |
| Adkins Seale Capital Management LLC | 3,714 | $17.8K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 3,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,737 | $13.2K | 0.00% | +400+17.1% | Added |
| FMR LLC | 2,231 | $10.7K | 0.00% | −315−12.4% | Reduced |
| South State Corp. | 2,000 | $9.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,662 | $8.00K | 0.00% | +220+15.3% | Added |
| Morse Asset Management, Inc | 1,410 | $6.77K | 0.00% | −2,990−68.0% | Reduced |
| Sunbelt Securities, Inc. | 1,275 | $6.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,150 | $5.52K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 377 | $1.81K | 0.00% | −234−38.3% | Reduced |
| BlackRock, Inc. | 376 | $1.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 250 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 245 | $1.18K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $948 | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $529 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 106 | $508 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 42 | $200 | 0.00% | −1,000−96.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 39 | $188 | 0.00% | +39 | New |
| Citigroup Inc | 13 | $63 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 3 | $14 | 0.00% | −3−50.0% | Reduced |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −732,351−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −531,022−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −40,383−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −33,414−100.0% | Sold out |
| Pecaut & Co. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |