Who owns SAN JUAN BASIN ROYALTY TRUST?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SJT from SEC Form 13F filings across 82 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.
As of the 2026-06-30 reporting period, 82 institutions disclosed 17.3M shares of SAN JUAN BASIN ROYALTY TRUST worth $55.6M — about 37.1% of shares outstanding; the largest disclosed holder is HORIZON KINETICS ASSET MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
82
13F holders
$55.6M
value, 2026 filers
37.1%
of shares outstanding (17.3M 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 | HORIZON KINETICS ASSET MANAGEMENT LLC | 7.5M | $24.1M | 0.3% | 16.1% | +7.4% |
| 2 | MORGAN STANLEY | 1.6M | $5.0M | 0.0% | 3.4% | -3.4% |
| 3 | CANNELL CAPITAL LLC | 1.2M | $3.9M | 2.6% | 2.6% | +33.3% |
| 4 | Ashton Thomas Private Wealth, LLC | 946,043 | $3.0M | 0.1% | 2% | +9.0% |
| 5 | Moors & Cabot, Inc. | 859,190 | $2.8M | 0.1% | 1.8% | +0.9% |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 641,414 | $2.1M | 0.1% | 1.4% | -31.7% |
| 7 | Lesa Sroufe & Co | 581,264 | $1.9M | 1.3% | 1.2% | +67.6% |
| 8 | MARSHALL WACE, LLP | 540,087 | $1.7M | 0.0% | 1.2% | +37.2% |
| 9 | MCDANIEL TERRY & CO | 318,076 | $1.0M | 0.1% | 0.7% | 0.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 254,805 | $817,926 | 0.0% | 0.5% | -13.2% |
| 11 | CITADEL ADVISORS LLC | 242,929 | $779,802 | 0.0% | 0.5% | +57.5% |
| 12 | Advisory Services Network, LLC | 240,377 | $771,609 | 0.0% | 0.5% | -0.8% |
| 13 | Mraz, Amerine & Associates, Inc. | 184,236 | $591,396 | 0.1% | 0.4% | 0.0% |
| 14 | JANE STREET GROUP, LLC | 180,114 | $578,166 | 0.0% | 0.4% | +278.1% |
| 15 | XTX Topco Ltd | 170,922 | $548,660 | 0.0% | 0.4% | +78.2% |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | 155,450 | $498,995 | 0.0% | 0.3% | -6.3% |
| 17 | LPL Financial LLC | 148,082 | $475,344 | 0.0% | 0.3% | -61.1% |
| 18 | Pingora Partners LLC | 135,057 | $433,533 | 0.3% | 0.3% | 0.0% |
| 19 | TWO SIGMA INVESTMENTS, LP | 95,656 | $307,056 | 0.0% | 0.2% | +77.7% |
| 20 | OSAIC HOLDINGS, INC. | 95,406 | $306,241 | 0.0% | 0.2% | +8.1% |
| 21 | UBS Group AG | 90,159 | $289,411 | 0.0% | 0.2% | +355.4% |
| 22 | WELLS FARGO & COMPANY/MN | 73,426 | $235,698 | 0.0% | 0.2% | -1.3% |
| 23 | BNP PARIBAS FINANCIAL MARKETSNEW | 64,366 | $206,615 | 0.0% | 0.1% | new |
| 24 | Greenfield Seitz Capital Management, LLC | 53,100 | $170,451 | 0.1% | 0.1% | 0.0% |
| 25 | Creative Planning | 53,007 | $170,152 | 0.0% | 0.1% | +0.3% |
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.