SJT San Juan Basin Royalty Trust

NYSE
$2.72

San Juan Basin Royalty Trust (SJT) Institutional Ownership

What the institutions did with SJT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
94
filed a 13F this quarter
Managers holding
82
-5 on the quarter
Buyers
29
7 opened new
Sellers
37
12 sold out entirely
Buyer share
43.9%
of managers who traded it
Breadth
-12.1
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
HORIZON KINETICS ASSET MANAGEMENT LLC 7.5M 43.3%
MORGAN STANLEY 1.6M 9.0%
CANNELL CAPITAL LLC 1.2M 7.0%
Ashton Thomas Private Wealth, LLC 946.0K 5.5%
Moors & Cabot, Inc. 859.2K 5.0%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 641.4K 3.7%
Lesa Sroufe & Co 581.3K 3.4%
MARSHALL WACE, LLP 540.1K 3.1%
MCDANIEL TERRY & CO 318.1K 1.8%
RAYMOND JAMES FINANCIAL INC 254.8K 1.5%
CITADEL ADVISORS LLC 242.9K 1.4%
Advisory Services Network, LLC 240.4K 1.4%
Mraz, Amerine & Associates, Inc. 184.2K 1.1%
JANE STREET GROUP, LLC 180.1K 1.0%
XTX Topco Ltd 170.9K 1.0%
KINGSWOOD WEALTH ADVISORS, LLC 155.5K 0.9%
LPL Financial LLC 148.1K 0.9%
Pingora Partners LLC 135.1K 0.8%
TWO SIGMA INVESTMENTS, LP 95.7K 0.6%
OSAIC HOLDINGS, INC. 95.4K 0.6%
UBS Group AG 90.2K 0.5%
WELLS FARGO & COMPANY/MN 73.4K 0.4%
BNP PARIBAS FINANCIAL MARKETS 64.4K 0.4%
Greenfield Seitz Capital Management, LLC 53.1K 0.3%
Creative Planning 53.0K 0.3%

Largest changes

Manager Action Previous Current Change
HORIZON KINETICS ASSET MANAGEMENT LLC Increased 7.0M 7.5M +515.2K
CANNELL CAPITAL LLC Increased 909.5K 1.2M +303.3K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Reduced 939.2K 641.4K -297.8K
Lesa Sroufe & Co Increased 346.9K 581.3K +234.4K
LPL Financial LLC Reduced 380.2K 148.1K -232.1K
MARSHALL WACE, LLP Increased 393.6K 540.1K +146.5K
JANE STREET GROUP, LLC Increased 47.6K 180.1K +132.5K
CITADEL ADVISORS LLC Increased 154.2K 242.9K +88.7K
Ashton Thomas Private Wealth, LLC Increased 867.7K 946.0K +78.3K
XTX Topco Ltd Increased 95.9K 170.9K +75.0K
Beacon Pointe Advisors, LLC Reduced 118.3K 45.0K -73.3K
UBS Group AG Increased 19.8K 90.2K +70.4K
BNP PARIBAS FINANCIAL MARKETS New 0 64.4K +64.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced 80.3K 16.1K -64.2K
MORGAN STANLEY Reduced 1.6M 1.6M -54.8K
Waverly Advisors, LLC Sold Out 44.3K 0 -44.3K
ROYAL BANK OF CANADA Reduced 70.6K 27.7K -42.9K
TWO SIGMA INVESTMENTS, LP Increased 53.8K 95.7K +41.8K
RAYMOND JAMES FINANCIAL INC Reduced 293.5K 254.8K -38.7K
PKS Advisory Services, LLC New 0 37.9K +37.9K
State of Wyoming Sold Out 36.6K 0 -36.6K
Argent Trust Co New 0 35.1K +35.1K
HRT FINANCIAL LP New 0 27.5K +27.5K
Delta Investment Management, LLC Reduced 57.4K 34.5K -23.0K
Pekin Hardy Strauss, Inc. Reduced 56.8K 35.8K -21.0K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.