Who owns San Juan Basin Royalty Trust?
Institutional ownership of SJT from SEC Form 13F filings across 60 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
60
13F holders
$19.8M
value, 2026 filers
13.6%
of shares outstanding (6.3M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SJT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.6M | $5.0M | 0.0% | 3.4% | -3.4% |
| 2 | Ashton Thomas Private Wealth, LLC | 946,043 | $3.0M | 0.1% | 2% | +9.0% |
| 3 | Moors & Cabot, Inc. | 859,190 | $2.8M | 0.1% | 1.8% | +0.9% |
| 4 | MARSHALL WACE, LLP | 540,087 | $1.7M | 0.0% | 1.2% | +37.2% |
| 5 | RAYMOND JAMES FINANCIAL INC | 254,805 | $817,926 | 0.0% | 0.5% | -13.2% |
| 6 | CITADEL ADVISORS LLC | 242,929 | $779,802 | 0.0% | 0.5% | +57.5% |
| 7 | Advisory Services Network, LLC | 240,377 | $771,609 | 0.0% | 0.5% | -0.8% |
| 8 | JANE STREET GROUP, LLC | 180,114 | $578,166 | 0.0% | 0.4% | +278.1% |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | 155,450 | $498,995 | 0.0% | 0.3% | -6.3% |
| 10 | LPL Financial LLC | 148,082 | $475,344 | 0.0% | 0.3% | -61.1% |
| 11 | Pingora Partners LLC | 135,057 | $433,533 | 0.3% | 0.3% | 0.0% |
| 12 | TWO SIGMA INVESTMENTS, LP | 95,656 | $307,056 | 0.0% | 0.2% | +77.7% |
| 13 | OSAIC HOLDINGS, INC. | 95,406 | $306,241 | 0.0% | 0.2% | +8.1% |
| 14 | UBS Group AG | 90,159 | $289,411 | 0.0% | 0.2% | +355.4% |
| 15 | WELLS FARGO & COMPANY/MN | 73,426 | $235,698 | 0.0% | 0.2% | -1.3% |
| 16 | BNP PARIBAS FINANCIAL MARKETSNEW | 64,366 | $206,615 | 0.0% | 0.1% | new |
| 17 | Creative Planning | 53,007 | $170,152 | 0.0% | 0.1% | +0.3% |
| 18 | INGALLS & SNYDER LLC | 48,650 | $156 | 0.0% | 0.1% | +69.8% |
| 19 | Atlas Wealth Partners, LLC | 40,106 | $128,740 | 0.1% | 0.1% | -4.7% |
| 20 | PKS Advisory Services, LLCNEW | 37,883 | $121,604 | 0.0% | 0.1% | new |
| 21 | BANK OF AMERICA CORP /DE/ | 37,400 | $120,053 | 0.0% | 0.1% | -17.0% |
| 22 | Pekin Hardy Strauss, Inc. | 35,750 | $114,757 | 0.0% | 0.1% | -37.0% |
| 23 | Welch Group, LLC | 35,508 | $113,981 | 0.0% | 0.1% | +18.3% |
| 24 | Delta Investment Management, LLC | 34,461 | $110,620 | 0.0% | 0.1% | -40.0% |
| 25 | Janney Montgomery Scott LLC | 33,000 | $106 | 0.0% | 0.1% | -2.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.