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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 3 | $14 | 0.00% | −3−50.0% | Reduced |
| Citigroup Inc | 13 | $63 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 39 | $188 | 0.00% | +39 | New |
| CWM, LLC | 42 | $200 | 0.00% | −1,000−96.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 106 | $508 | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $529 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $948 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 245 | $1.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 250 | $1.20K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 376 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 377 | $1.81K | 0.00% | −234−38.3% | Reduced |
| IFP Advisors, Inc | 395 | $1.90K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,150 | $5.52K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,275 | $6.13K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,410 | $6.77K | 0.00% | −2,990−68.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,662 | $8.00K | 0.00% | +220+15.3% | Added |
| South State Corp. | 2,000 | $9.60K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,231 | $10.7K | 0.00% | −315−12.4% | Reduced |
| Rothschild Investment LLC | 2,737 | $13.2K | 0.00% | +400+17.1% | Added |
| International Assets Investment Management, LLC | 3,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 3,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 3,714 | $17.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,037 | $19.4K | 0.00% | +4,037 | New |
| Group One Trading, L.P. | 4,692 | $22.6K | 0.00% | −5,695−54.8% | Reduced |
| Bryn Mawr Trust Co | 5,000 | $24.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5,100 | $24.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,491 | $31.2K | 0.00% | −4,041−38.4% | Reduced |
| SevenBridge Financial Group, LLC | 10,000 | $44.8K | 0.01% | +10,000 | New |
| Evernest Financial Advisors, LLC | 11,000 | $46.4K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 10,000 | $48.1K | 0.00% | +10,000 | New |
| Kovack Advisors, Inc. | 10,500 | $48.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,424 | $50.1K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,570 | $50.8K | 0.00% | +10,570 | New |
| Rahlfs Capital, LLC | 11,000 | $52.8K | 0.04% | 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 |
| Wedbush Securities Inc | 13,500 | $65.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,071 | $68.0K | 0.00% | +3,000+27.1% | Added |
| Foundation Resource Management Inc | 14,565 | $70.1K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,534 | $74.7K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 15,580 | $74.9K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $75.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,712 | $75.4K | 0.00% | +212+1.4% | Added |
| Quadrature Capital Ltd | 19,652 | $94.5K | 0.00% | +19,652 | New |
| UBS Group AG | 19,796 | $95.2K | 0.00% | +11,501+138.6% | Added |
| 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 |
| Ingalls & Snyder LLC | 28,650 | $138.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 28,825 | $138.6K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 30,000 | $144.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 30,008 | $144.0K | 0.01% | +8,000+36.4% | Added |
| AQR Capital Management LLC | 32,482 | $156.2K | 0.00% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 32,575 | $156.4K | 0.05% | +2,915+9.8% | Added |
| Janney Montgomery Scott LLC | 33,687 | $162.0K | 0.00% | −350−1.0% | Reduced |
| State of Wyoming | 36,596 | $176.0K | 0.02% | +15,552+73.9% | Added |
| First Financial Bankshares Inc | 37,500 | $180.4K | 0.00% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 42,106 | $202.1K | 0.21% | +1,450+3.6% | Added |
| Warren Averett Asset Management, LLC | 44,316 | $212.7K | 0.00% | +1,000+2.3% | Added |
| Bank of America Corp | 45,080 | $216.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 47,640 | $229.1K | 0.00% | +25,213+112.4% | Added |
| Meixler Investment Management, Ltd. | 53,900 | $252.8K | 0.14% | +1,800+3.5% | Added |
| Creative Planning | 52,867 | $253.8K | 0.00% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 53,100 | $255.4K | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 53,840 | $259.0K | 0.00% | +6,192+13.0% | Added |
| Pekin Hardy Strauss, Inc. | 56,750 | $273.0K | 0.03% | +3,000+5.6% | Added |
| Delta Investment Management, LLC | 57,446 | $275.7K | 0.05% | −7,119−11.0% | Reduced |
| Royal Bank of Canada | 70,600 | $340.0K | 0.00% | +1,678+2.4% | Added |
| Wells Fargo & Company | 74,424 | $358.0K | 0.00% | −238−0.3% | Reduced |
| Susquehanna International Group, LLP | 80,312 | $386.3K | 0.00% | −13,789−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 88,250 | $424.5K | 0.00% | +63,052+250.2% | Added |
| XTX Topco Ltd | 95,890 | $461.2K | 0.01% | +14,168+17.3% | Added |
| Beacon Pointe Advisors, LLC | 118,334 | $568.0K | 0.00% | +101,334+596.1% | Added |
| Pingora Partners LLC | 135,057 | $648.3K | 0.38% | 00.0% | Unchanged |
| Citadel Advisors LLC | 154,244 | $741.9K | 0.00% | −87,531−36.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 165,950 | $796.6K | 0.04% | −26,000−13.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 184,236 | $884.3K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 242,377 | $1.17M | 0.02% | +3,700+1.6% | Added |
| Raymond James Financial Inc | 293,512 | $1.41M | 0.00% | −52,600−15.2% | Reduced |
| McDaniel Terry & Co | 318,076 | $1.53M | 0.13% | +147,788+86.8% | Added |
| Lesa Sroufe & Co | 346,870 | $1.67M | 1.14% | +6,480+1.9% | Added |
| LPL Financial LLC | 380,209 | $1.83M | 0.00% | −26,907−6.6% | Reduced |
| Marshall Wace, LLP | 393,635 | $1.89M | 0.00% | +393,635 | New |
| Moors & Cabot, Inc. | 851,880 | $4.10M | 0.18% | +115,580+15.7% | Added |
| Ashton Thomas Private Wealth, LLC | 867,711 | $4.17M | 0.10% | +97,487+12.7% | Added |
| Cannell Capital LLC | 909,463 | $4.37M | 2.84% | +73,664+8.8% | Added |
| Punch & Associates Investment Management, Inc. | 939,225 | $4.52M | 0.26% | +239,225+34.2% | Added |
| Morgan Stanley | 1,618,089 | $7.78M | 0.00% | +461,185+39.9% | Added |
| Horizon Kinetics Asset Management LLC | 6,978,841 | $33.6M | 0.36% | +747,697+12.0% | Added |
| 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 |