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, Q2 2026
Institutional positions in San Juan Basin Royalty Trust as of Jun 30, 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
- 82
- −5 vs. Q1 2026
- Shares held
- 17.3M
- +857.3K (+5.2%) vs. Q1 2026
- Total value
- $55.6M
- −$23.5M (−29.7%) vs. Q1 2026
- New holders
- 7
- 22 more added
- Sold out
- 12
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 50 | $161 | 0.00% | −2,181−97.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 91 | $292 | 0.00% | +52+133.3% | Added |
| JNBA Financial Advisors | 100 | $321 | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 106 | $339 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 150 | $482 | 0.00% | −100−40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 197 | $632 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 245 | $787 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 376 | $1.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $1.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 405 | $1.30K | 0.00% | +402+13,400.0% | Added |
| Morse Asset Management, Inc | 500 | $1.60K | 0.00% | −910−64.5% | Reduced |
| JPMorgan Chase & Co | 782 | $2.31K | 0.00% | +782 | New |
| Steward Partners Investment Advisory, LLC | 1,662 | $5.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $6.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,737 | $8.79K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 3,100 | $9.95K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,600 | $11.6K | 0.00% | −1,500−29.4% | Reduced |
| Adkins Seale Capital Management LLC | 3,714 | $11.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,037 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,129 | $32.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,424 | $33.5K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,570 | $33.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10,629 | $34.1K | 0.00% | +10,629 | New |
| Simplex Trading, LLC | 10,850 | $34.8K | 0.00% | +4,359+67.2% | Added |
| Evernest Financial Advisors, LLC | 11,000 | $35.3K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11,430 | $36.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,500 | $37.0K | 0.00% | −2,000−14.8% | Reduced |
| SevenBridge Financial Group, LLC | 15,000 | $38.0K | 0.01% | +5,000+50.0% | Added |
| Beck Mack & Oliver LLC | 13,680 | $43.9K | 0.00% | −1,900−12.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,425 | $46.0K | 0.00% | +354+2.5% | Added |
| Foundation Resource Management Inc | 14,565 | $46.8K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 15,000 | $48.1K | 0.00% | +5,000+50.0% | Added |
| Financial Engines Advisors L.L.C. | 15,534 | $49.9K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,682 | $50.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,131 | $51.8K | 0.00% | −64,181−79.9% | Reduced |
| DWR Wealth Management, LLC | 20,500 | $60.7K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20,369 | $65.4K | 0.00% | +15,677+334.1% | Added |
| Clear Harbor Asset Management, LLC | 21,325 | $68.5K | 0.00% | −7,500−26.0% | Reduced |
| HRT Financial LP | 27,467 | $88.0K | 0.00% | +27,467 | New |
| Royal Bank of Canada | 27,700 | $89.0K | 0.00% | −42,900−60.8% | Reduced |
| AQR Capital Management LLC | 28,482 | $91.4K | 0.00% | −4,000−12.3% | Reduced |
| Roundview Capital LLC | 30,000 | $96.3K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 31,850 | $101.9K | 0.03% | −725−2.2% | Reduced |
| Janney Montgomery Scott LLC | 33,000 | $106.0K | 0.00% | −687−2.0% | Reduced |
| Delta Investment Management, LLC | 34,461 | $110.6K | 0.02% | −22,985−40.0% | Reduced |
| Argent Trust Co | 35,100 | $112.7K | 0.00% | +35,100 | New |
| Welch Group, LLC | 35,508 | $114.0K | 0.00% | +5,500+18.3% | Added |
| Pekin Hardy Strauss, Inc. | 35,750 | $114.8K | 0.01% | −21,000−37.0% | Reduced |
| Bank of America Corp | 37,400 | $120.1K | 0.00% | −7,680−17.0% | Reduced |
| First Financial Bankshares Inc | 37,500 | $120.4K | 0.00% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 37,883 | $121.6K | 0.02% | +37,883 | New |
| Atlas Wealth Partners, LLC | 40,106 | $128.7K | 0.14% | −2,000−4.7% | Reduced |
| Meixler Investment Management, Ltd. | 44,600 | $143.2K | 0.08% | −9,300−17.3% | Reduced |
| Beacon Pointe Advisors, LLC | 45,000 | $144.4K | 0.00% | −73,334−62.0% | Reduced |
| Ingalls & Snyder LLC | 48,650 | $156.0K | 0.00% | +20,000+69.8% | Added |
| Creative Planning | 53,007 | $170.2K | 0.00% | +140+0.3% | Added |
| Greenfield Seitz Capital Management, LLC | 53,100 | $170.5K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 64,366 | $206.6K | 0.00% | +64,366 | New |
| Wells Fargo & Company | 73,426 | $235.7K | 0.00% | −998−1.3% | Reduced |
| UBS Group AG | 90,159 | $289.4K | 0.00% | +70,363+355.4% | Added |
| Advisor Group Holdings, Inc. | 95,406 | $306.2K | 0.00% | +7,156+8.1% | Added |
| Two Sigma Investments, LP | 95,656 | $307.1K | 0.00% | +41,816+77.7% | Added |
| Pingora Partners LLC | 135,057 | $433.5K | 0.25% | 00.0% | Unchanged |
| LPL Financial LLC | 148,082 | $475.3K | 0.00% | −232,127−61.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 155,450 | $499.0K | 0.02% | −10,500−6.3% | Reduced |
| XTX Topco Ltd | 170,922 | $548.7K | 0.01% | +75,032+78.2% | Added |
| Jane Street Group, LLC | 180,114 | $578.2K | 0.00% | +132,474+278.1% | Added |
| Mraz, Amerine & Associates, Inc. | 184,236 | $591.4K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 240,377 | $771.6K | 0.01% | −2,000−0.8% | Reduced |
| Citadel Advisors LLC | 242,929 | $779.8K | 0.00% | +88,685+57.5% | Added |
| Raymond James Financial Inc | 254,805 | $817.9K | 0.00% | −38,707−13.2% | Reduced |
| McDaniel Terry & Co | 318,076 | $1.02M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 540,087 | $1.73M | 0.00% | +146,452+37.2% | Added |
| Lesa Sroufe & Co | 581,264 | $1.87M | 1.33% | +234,394+67.6% | Added |
| Punch & Associates Investment Management, Inc. | 641,414 | $2.06M | 0.10% | −297,811−31.7% | Reduced |
| Moors & Cabot, Inc. | 859,190 | $2.76M | 0.11% | +7,310+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 946,043 | $3.04M | 0.06% | +78,332+9.0% | Added |
| Cannell Capital LLC | 1,212,760 | $3.89M | 2.72% | +303,297+33.3% | Added |
| Morgan Stanley | 1,563,319 | $5.02M | 0.00% | −54,770−3.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 7,494,020 | $24.1M | 0.27% | +515,179+7.4% | Added |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −44,316−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −36,596−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,652−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,712−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |
| Rahlfs Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |