SJT

San Juan Basin Royalty Trust

Company with tickers: SJT

CIK
319655
CUSIP
798241105
Shares Outstanding
46,608,796
Holders: 87
Total Value: $83,241,609
Total Shares: 14,811,681

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 87 13F filers · Δ vs Sep 30, 2025
Top Holder
42.1%
+3.5 pts
Top 5
62.8%
+2.5 pts
Top 10
78.7%
+2.8 pts
HHI
1,954
Moderately concentrated +260

Quarterly Activity

vs Sep 30, 2025
New
14
Increased
24
Decreased
24
Sold Out
14
Unchanged
25
Holder count: 0
Institutional value: -5.4%
Shares held: +1.7%

Top Buyers

vs Sep 30, 2025
Institution Added Now Holds
Mid HORIZON KINETICS ASSET MANAGEMENT LLC +619,163 6,231,144
Mega MORGAN STANLEY +280,202 280,276
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. +256,299 700,000
Mid Ashton Thomas Private Wealth, LLC +132,517 770,224
Mid Moors & Cabot, Inc. +128,850 736,300

Top Sellers

vs Sep 30, 2025
Institution Sold Now Holds
Small CANNELL CAPITAL LLC −377,325 835,799
Mid KINGSWOOD WEALTH ADVISORS, LLC −299,950 191,950
Mid MCDANIEL TERRY & CO −147,788 170,288
Small Financial Sense Advisors, Inc. −99,351 40,383
Micro Principia Wealth Advisory, LLC −47,734 531,022

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD)
Mega BANK OF AMERICA CORP /DE/ 45,080 $253,349
Large Janney Montgomery Scott LLC 34,037 $191,287
Mega AQR CAPITAL MANAGEMENT LLC 32,482 $182,548
Small Key Client Fiduciary Advisors, LLC 29,660 $166,689
Large Cetera Investment Advisers 11,431 $64,242

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD)
Small RR Advisors, LLC 303,000 $1,830,120
Large Verition Fund Management LLC 160,249 $967,903
Large PEAK6 LLC 48,200 $291,128
Small Heritage Trust Co 30,201 $182,414
Mid Quadrature Capital Ltd 23,554 $142,266
Holder Value (USD) % of 13F Shares Action
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $35,019,029 42.07% 6,231,144 View
Small CANNELL CAPITAL LLC $4,697,190 5.64% 835,799 View
Mid Ashton Thomas Private Wealth, LLC $4,328,658 5.20% 770,224 View
Mid Moors & Cabot, Inc. $4,138,006 4.97% 736,300 View
Small Mountaineer Partners Management, LLC $4,115,811 4.94% 732,351 View
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $3,934,000 4.73% 700,000 View
Micro Principia Wealth Advisory, LLC $2,984,343 3.59% 531,022 View
Mega LPL Financial LLC $2,287,991 2.75% 407,116 View
Mega RAYMOND JAMES FINANCIAL INC $1,945,149 2.34% 346,112 View
Small Lesa Sroufe & Co $1,912,991 2.30% 340,390 View
Mega MORGAN STANLEY $1,575,151 1.89% 280,276 View
Mega CITADEL ADVISORS LLC $1,358,775 1.63% 241,775 View
Mid Advisory Services Network, LLC $1,341,364 1.61% 238,677 View
Mid KINGSWOOD WEALTH ADVISORS, LLC $1,078,759 1.30% 191,950 View
Small Mraz, Amerine & Associates, Inc. $1,035,406 1.24% 184,236 View
Mid MCDANIEL TERRY & CO $957,018 1.15% 170,288 View
Small Pingora Partners LLC $759,020 0.91% 135,057 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $708,120 0.85% 126,000 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $528,847 0.64% 94,101 View
Mega CITADEL ADVISORS LLC $524,908 0.63% 93,400 View
Mid XTX Topco Ltd $459,277 0.55% 81,722 View
Mega WELLS FARGO & COMPANY/MN $419,600 0.50% 74,662 View
Mega ROYAL BANK OF CANADA $387,341 0.47% 68,922 View
Small Delta Investment Management, LLC $362,855 0.44% 64,565 View
Small Pekin Hardy Strauss, Inc. $302,075 0.36% 53,750 View
Small Greenfield Seitz Capital Management, LLC $298,422 0.36% 53,100 View
Large Creative Planning $297,112 0.36% 52,867 View
Small Meixler Investment Management, Ltd. $292,802 0.35% 52,100 View
Large TWO SIGMA INVESTMENTS, LP $267,781 0.32% 47,648 View
Mega BANK OF AMERICA CORP /DE/ $253,349 0.30% 45,080 View
Mid Warren Averett Asset Management, LLC $243,435 0.29% 43,316 View
Micro Atlas Wealth Partners, LLC $228,486 0.27% 40,656 View
Small Financial Sense Advisors, Inc. $226,952 0.27% 40,383 View
Mid First Financial Bankshares Inc $210,750 0.25% 37,500 View
Large Janney Montgomery Scott LLC $191,287 0.23% 34,037 View
Mid BOOTHBAY FUND MANAGEMENT, LLC $187,786 0.23% 33,414 View
Mega AQR CAPITAL MANAGEMENT LLC $182,548 0.22% 32,482 View
Mega CITADEL ADVISORS LLC $170,848 0.21% 30,400 View
Small Roundview Capital LLC $168,600 0.20% 30,000 View
Micro PECAUT & CO. $168,600 0.20% 30,000 View
Small Key Client Fiduciary Advisors, LLC $166,689 0.20% 29,660 View
Mid Clear Harbor Asset Management, LLC $161,996 0.19% 28,825 View
Mid INGALLS & SNYDER LLC $161,013 0.19% 28,650 View
Large Advisor Group Holdings, Inc. $141,612 0.17% 25,198 View
Mid Welch Group, LLC $123,684 0.15% 22,008 View
Small State of Wyoming $118,267 0.14% 21,044 View
Mega JANE STREET GROUP, LLC $110,550 0.13% 19,671 View
Mega JANE STREET GROUP, LLC $100,598 0.12% 17,900 View
Mid Beacon Pointe Advisors, LLC $95,540 0.11% 17,000 View
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $88,132 0.11% 15,682 View
Mid BECK MACK & OLIVER LLC $87,559 0.11% 15,580 View
Small Financial Engines Advisors L.L.C. $87,301 0.10% 15,534 View
Mid Private Advisor Group, LLC $87,110 0.10% 15,500 View
Small FOUNDATION RESOURCE MANAGEMENT INC $81,855 0.10% 14,565 View
Mid WEDBUSH SECURITIES INC $75,870 0.09% 13,500 View
Mega JANE STREET GROUP, LLC $71,936 0.09% 12,800 View
Large Cetera Investment Advisers $64,242 0.08% 11,431 View
Small V-Square Quantitative Management LLC $64,236 0.08% 11,430 View
Micro Westfuller Advisors, LLC $64,236 0.08% 11,430 View
Large Cambridge Investment Research Advisors, Inc. $62,219 0.07% 11,071 View
Small Evernest Financial Advisors, LLC $61,820 0.07% 11,000 View
Micro RAHLFS CAPITAL, LLC $61,820 0.07% 11,000 View
Mid SIMPLEX TRADING, LLC $59,189 0.07% 10,532 View
Large Pathstone Holdings, LLC $58,582 0.07% 10,424 View
Mid GROUP ONE TRADING, L.P. $58,374 0.07% 10,387 View
Mega CI Private Wealth, LLC $56,924 0.07% 10,129 View
Large NATIONAL BANK OF CANADA /FI/ $56,200 0.07% 10,000 View
Mega UBS Group AG $46,617 0.06% 8,295 View
Small AMERIFLEX GROUP, INC. $28,662 0.03% 5,100 View
Mid BRYN MAWR TRUST Co $28,100 0.03% 5,000 View
Small Morse Asset Management, Inc $24,728 0.03% 4,400 View
Mid EFG International AG $17,422 0.02% 3,100 View
Large COMERICA BANK $17,028 0.02% 3,030 View
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $16,860 0.02% 3,000 View
Mega FMR LLC $14,308 0.02% 2,546 View
Mid ROTHSCHILD INVESTMENT LLC $13,133 0.02% 2,337 View
Mid SOUTH STATE CORP $11,240 0.01% 2,000 View
Mid Steward Partners Investment Advisory, LLC $8,104 0.01% 1,442 View
Small Sunbelt Securities, Inc. $7,165 0.01% 1,275 View
Mid MAI Capital Management $6,463 0.01% 1,150 View
Large CWM, LLC $5,856 0.01% 1,042 View
Mid Tower Research Capital LLC (TRC) $3,433 0.00% 611 View
Mid IFP Advisors, Inc $2,219 0.00% 395 View
Mega BlackRock, Inc. $2,113 0.00% 376 View
Micro Motiv8 Investments LLC $2,107 0.00% 375 View
Small Sofos Investments, Inc. $2,056 0.00% 366 View
Small TUCKER ASSET MANAGEMENT LLC $1,483 0.00% 264 View
Mid Allworth Financial LP $1,405 0.00% 250 View
Small UMA Financial Services, Inc. $1,376 0.00% 245 View
Small Plante Moran Financial Advisors, LLC $1,107 0.00% 197 View
Small Newbridge Financial Services Group, Inc. $595 0.00% 106 View
Mid SRS Capital Advisors, Inc. $33 0.00% 6 View