Skip to main content
Equibles
SJT logo

SJT

San Juan Basin Royalty Trust
$2.97 -0.14 (-4.50%) At close · Jul 6
Market Cap
$138.43M
Shares
46,608,796

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 88
Total Value: $80,616,790
Total Shares: 16,760,256

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 88 13F filers · Δ vs Dec 31, 2025
Top Holder
41.6%
Jun 2023 → Mar 2026 · range 11.4% – 41.6%
+2.0 pts
Top 5
67.5%
Jun 2023 → Mar 2026 · range 36.7% – 67.5%
+5.6 pts
Top 10
81.2%
Jun 2023 → Mar 2026 · range 57.5% – 81.2%
+1.9 pts
HHI
1,975
Jun 2023 → Mar 2026 · range 445 – 1,975
Moderately concentrated+190

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
28
Decreased
14
Sold Out
10
Unchanged
37
Holder count: -1
Institutional value: -8.8%
Shares held: +6.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid HORIZON KINETICS ASSET MANAGEMENT LLC +747,697 6,978,841
Mega MORGAN STANLEY +461,185 1,618,089
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. +239,225 939,225
Mid MCDANIEL TERRY & CO +147,788 318,076
Mid Moors & Cabot, Inc. +115,580 851,880

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega CITADEL ADVISORS LLC −90,831 274,744
Mega RAYMOND JAMES FINANCIAL INC −52,600 293,512
Mega LPL Financial LLC −26,907 380,209
Mid KINGSWOOD WEALTH ADVISORS, LLC −26,000 165,950
Small Delta Investment Management, LLC −7,119 57,446

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large MARSHALL WACE, LLP 393,635 $1,893,383
Micro GK Wealth Management LLC 20,500 $98,605
Mid Quadrature Capital Ltd 19,652 $94,526
Mid Stratos Wealth Partners, LTD. 10,570 $50,841
Mid Aptus Capital Advisors, LLC 10,000 $48,100

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Mountaineer Partners Management, LLC 732,351 $4,115,811
Micro Principia Wealth Advisory, LLC 531,022 $2,984,343
Small Financial Sense Advisors, Inc. 40,383 $226,952
Mid BOOTHBAY FUND MANAGEMENT, LLC 33,414 $187,786
Small PECAUT & CO. 30,000 $168,600
Filter: New 9 Increased 28 Reduced 14 Sold out 10 Unchanged 37
Showing 94 of 94
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $33,568,225 41.64% 6,978,841
Mega MORGAN STANLEY $7,783,006 9.65% 1,618,089
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $4,517,672 5.60% 939,225
Small CANNELL CAPITAL LLC $4,374,517 5.43% 909,463
Mid Ashton Thomas Private Wealth, LLC $4,173,689 5.18% 867,711
Mid Moors & Cabot, Inc. $4,097,542 5.08% 851,880
Large MARSHALL WACE, LLP $1,893,383 2.35% 393,635
Mega LPL Financial LLC $1,828,805 2.27% 380,209
Small Lesa Sroufe & Co $1,668,444 2.07% 346,870
Mid MCDANIEL TERRY & CO $1,529,945 1.90% 318,076
Mega RAYMOND JAMES FINANCIAL INC $1,411,792 1.75% 293,512
Mid Advisory Services Network, LLC $1,165,833 1.45% 242,377
Small Mraz, Amerine & Associates, Inc. $886,175 1.10% 184,236
Mid KINGSWOOD WEALTH ADVISORS, LLC $798,219 0.99% 165,950
Mega CITADEL ADVISORS LLC $741,913 0.92% 154,244
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $658,489 0.82% 136,900
Small Pingora Partners LLC $649,624 0.81% 135,057
Mid Beacon Pointe Advisors, LLC $569,186 0.71% 118,334
Mid XTX Topco Ltd $461,230 0.57% 95,890
Large OSAIC HOLDINGS, INC. $424,481 0.53% 88,250
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $386,300 0.48% 80,312
Mega CITADEL ADVISORS LLC $368,927 0.46% 76,700
Mega WELLS FARGO & COMPANY/MN $357,979 0.44% 74,424
Mega ROYAL BANK OF CANADA Bank $339,586 0.42% 70,600
Small Delta Investment Management, LLC $276,315 0.34% 57,446
Small Pekin Hardy Strauss, Inc. $272,967 0.34% 56,750
Small Meixler Investment Management, Ltd. $259,259 0.32% 53,900
Mega TWO SIGMA INVESTMENTS, LP $258,970 0.32% 53,840
Small Greenfield Seitz Capital Management, LLC $255,411 0.32% 53,100
Large Creative Planning $254,290 0.32% 52,867
Mega JANE STREET GROUP, LLC $229,147 0.28% 47,640
Mega BANK OF AMERICA CORP /DE/ Bank $216,834 0.27% 45,080
Mid Waverly Advisors, LLC $213,159 0.26% 44,316
Mega CITADEL ADVISORS LLC $210,678 0.26% 43,800
Micro Atlas Wealth Partners, LLC $202,529 0.25% 42,106
Mid First Financial Bankshares Inc $180,375 0.22% 37,500
Small State of Wyoming $176,026 0.22% 36,596
Large Janney Montgomery Scott LLC $162,034 0.20% 33,687
Small Key Client Fiduciary Advisors, LLC $156,685 0.19% 32,575
Mega AQR CAPITAL MANAGEMENT LLC $156,238 0.19% 32,482
Mid Welch Group, LLC $144,338 0.18% 30,008
Small Roundview Capital LLC $144,300 0.18% 30,000
Mid Clear Harbor Asset Management, LLC $138,648 0.17% 28,825
Mid INGALLS & SNYDER LLC $137,806 0.17% 28,650
Mega JANE STREET GROUP, LLC $120,250 0.15% 25,000
Micro DWR WEALTH MANAGEMENT, LLC $98,605 0.12% 20,500
Micro GK Wealth Management LLC $98,605 0.12% 20,500
Mega UBS Group AG $95,217 0.12% 19,796
Mid Quadrature Capital Ltd $94,526 0.12% 19,652
Mid Private Advisor Group, LLC $75,574 0.09% 15,712
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $75,430 0.09% 15,682
Mid BECK MACK & OLIVER LLC $74,939 0.09% 15,580
Small Financial Engines Advisors L.L.C. $74,718 0.09% 15,534
Small FOUNDATION RESOURCE MANAGEMENT INC Endowment $70,057 0.09% 14,565
Large Cambridge Investment Research Advisors, Inc. $67,681 0.08% 14,071
Mega JANE STREET GROUP, LLC $65,416 0.08% 13,600
Mid WEDBUSH SECURITIES INC Broker-Dealer $64,935 0.08% 13,500
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $58,682 0.07% 12,200
Micro Westfuller Advisors, LLC $54,978 0.07% 11,430
Small V-Square Quantitative Management LLC $54,978 0.07% 11,430
Small RAHLFS CAPITAL, LLC $52,910 0.07% 11,000
Small Evernest Financial Advisors, LLC $52,910 0.07% 11,000
Mid Stratos Wealth Partners, LTD. $50,841 0.06% 10,570
Mid Kovack Advisors, Inc. $50,505 0.06% 10,500
Large Pathstone Holdings, LLC $50,139 0.06% 10,424
Large Corient Private Wealth LLC $48,720 0.06% 10,129
Mid Aptus Capital Advisors, LLC $48,100 0.06% 10,000
Large NATIONAL BANK OF CANADA /FI/ Bank $48,100 0.06% 10,000
Small SevenBridge Financial Group, LLC $48,100 0.06% 10,000
Mid SIMPLEX TRADING, LLC $31,221 0.04% 6,491
Small AMERIFLEX GROUP, INC. $24,531 0.03% 5,100
Mid Wilmington Savings Fund Society, FSB $24,050 0.03% 5,000
Mid GROUP ONE TRADING LLC $22,568 0.03% 4,692
Large FIFTH THIRD BANCORP Bank $19,417 0.02% 4,037
Mid EFG International AG $14,911 0.02% 3,100
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14,430 0.02% 3,000
Mid ROTHSCHILD INVESTMENT LLC $13,164 0.02% 2,737
Mega FMR LLC $10,731 0.01% 2,231
Mid SouthState Bank Corp Bank $9,620 0.01% 2,000
Large Steward Partners Investment Advisory, LLC $7,994 0.01% 1,662
Small Morse Asset Management, Inc $6,782 0.01% 1,410
Small Sunbelt Securities, Inc. Broker-Dealer $6,132 0.01% 1,275
Mid MAI Capital Management $5,531 0.01% 1,150
Mid IFP Advisors, Inc $1,899 0.00% 395
Mid Tower Research Capital LLC (TRC) $1,813 0.00% 377
Mega BlackRock, Inc. $1,808 0.00% 376
Mid Allworth Financial LP $1,202 0.00% 250
Small Physician Wealth Advisors, Inc. $1,178 0.00% 245
Small Plante Moran Financial Advisors, LLC $947 0.00% 197
Small NFSG Corp $509 0.00% 106
Large CWM, LLC $202 0.00% 42
Small Caitong International Asset Management Co., Ltd $187 0.00% 39
Mega CITIGROUP INC $62 0.00% 13
Mid Arax Advisory Partners $14 0.00% 3
Key facts CIK 319655 CUSIP 798241105 Visit website

Report a Problem

Category
Description
Email (optional, for follow-up)