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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$3.80 -0.01 (-0.29%)
Closing price 10/8/2026 03:59 PM Eastern
Extended Trading
$3.80 0.00 (-0.08%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for San Juan Basin Royalty Trust (NYSE:SJT)

Current
Institutional Ownership
Percentage
10.42%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.62M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.76M
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SJT Institutional Buying and Selling by Quarter

San Juan Basin Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026Punch & Associates Investment Management Inc.939,225$4.52M0.3%+34.2%2.015%
5/14/2026State of Wyoming36,596$176K0.0%+73.9%0.079%
4/27/2026Lesa Sroufe & Co346,870$1.67M1.1%+1.9%0.744%
4/23/2026SevenBridge Financial Group LLC10,000$45K0.0%N/A0.021%
4/21/2026Welch Group LLC30,008$144K0.0%+36.4%0.064%
2/18/2026Ameriflex Group Inc.5,100$29K0.0%-27.1%0.011%
2/18/2026XTX Topco Ltd81,722$459K0.0%+120.7%0.175%
2/18/2026Boothbay Fund Management LLC33,414$188K0.0%+54.0%0.072%
2/17/2026AQR Capital Management LLC32,482$183K0.0%N/A0.070%
2/17/2026Cetera Investment Advisers11,431$64K0.0%N/A0.025%
2/17/2026Kovack Advisors Inc.10,500$59K0.0%-30.0%0.023%
2/17/2026Osaic Holdings Inc.25,198$142K0.0%-10.2%0.054%
2/17/2026Punch & Associates Investment Management Inc.700,000$3.93M0.2%+57.8%1.502%
2/17/2026Royal Bank of Canada68,922$387K0.0%+22.8%0.148%
2/16/2026Pingora Partners LLC135,057$759K0.5%+111.2%0.290%
2/16/2026Mountaineer Partners Management LLC732,351$4.12M2.3%+1.8%1.571%
2/13/2026Meixler Investment Management Ltd.52,100$293K0.2%+5.0%0.112%
2/13/2026Financial Sense Advisors Inc.40,383$227K0.0%-71.1%0.087%
2/12/2026Kovack Advisors Inc.10,500$58K0.0%-30.0%0.023%
2/11/2026Janney Montgomery Scott LLC34,037$191K0.0%N/A0.073%
2/11/2026Horizon Kinetics Asset Management LLC6,231,144$35.02M0.5%+11.0%13.369%
2/11/2026LPL Financial LLC407,116$2.29M0.0%-2.5%0.873%
2/11/2026State of Wyoming21,044$118K0.0%-32.7%0.045%
2/10/2026Principia Wealth Advisory LLC531,022$2.98M0.8%-8.2%1.139%
2/10/2026Moors & Cabot Inc.736,300$4.14M0.2%+21.2%1.580%
2/3/2026Morse Asset Management Inc4,400$25K0.0%+165.1%0.009%
1/30/2026Delta Investment Management LLC64,565$363K0.1%+7.1%0.139%
1/30/2026Pekin Hardy Strauss Inc.53,750$302K0.0%+258.3%0.115%
1/29/2026Ashton Thomas Private Wealth LLC770,224$4.33M0.1%+20.8%1.653%
1/28/2026Kingswood Wealth Advisors LLC191,950$1.08M0.1%-61.0%0.412%
1/28/2026Key Client Fiduciary Advisors LLC29,660$167K0.1%N/A0.064%
1/26/2026Atlas Wealth Partners LLC40,656$228K0.3%+15.7%0.087%
1/22/2026V Square Quantitative Management LLC11,430$64K0.0%N/A0.025%
11/24/2025Greenfield Seitz Capital Management LLC53,100$321K0.1%+6.6%0.114%
11/17/2025Verition Fund Management LLC160,249$968K0.0%-60.4%0.344%
11/17/2025Punch & Associates Investment Management Inc.443,701$2.68M0.2%N/A0.952%
11/17/2025Moors & Cabot Inc.607,450$3.67M0.2%+115.1%1.303%
11/17/2025Cannell Capital LLC1,213,124$7.33M1.1%-45.6%2.603%
11/17/2025Boothbay Fund Management LLC21,704$131K0.0%N/A0.047%
11/14/2025Creative Planning52,871$319K0.0%-5.5%0.113%
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11/14/2025Raymond James Financial Inc.306,732$1.85M0.0%-9.3%0.658%
11/14/2025Financial Sense Advisors Inc.139,734$844K0.1%N/A0.300%
11/14/2025Two Sigma Investments LP69,023$417K0.0%+20.8%0.148%
11/13/2025Ameriflex Group Inc.7,000$42K0.0%N/A0.015%
11/10/2025Pekin Hardy Strauss Inc.15,000$91K0.0%N/A0.032%
11/6/2025Mraz Amerine & Associates Inc.184,236$1.11M0.2%-2.1%0.395%
11/6/2025Meixler Investment Management Ltd.49,600$300K0.2%+48.1%0.106%
11/4/2025Ashton Thomas Private Wealth LLC637,707$3.85M0.1%-0.5%1.368%
11/4/2025State of Wyoming31,273$189K0.0%-38.3%0.067%
10/23/2025Lesa Sroufe & Co339,978$2.05M1.7%+1.0%0.729%
10/23/2025Kingswood Wealth Advisors LLC491,900$2.97M0.2%+1.3%1.055%
9/26/2025Corient Private Wealth LLC30,260$181K0.0%N/A0.065%
9/4/2025Osaic Holdings Inc.30,275$181K0.0%-14.7%0.065%
8/19/2025Advisory Services Network LLC237,397$1.44M0.0%+392.2%0.509%
8/19/2025State of Wyoming50,671$303K0.0%-35.6%0.109%
8/15/2025Cannell Capital LLC2,231,524$13.35M4.0%-37.4%4.788%
8/15/2025Corient Private Wealth LLC30,260$181K0.0%N/A0.065%
8/15/2025Bank of America Corp DE46,514$278K0.0%-3.7%0.100%
8/14/2025Raymond James Financial Inc.338,062$2.02M0.0%+13.6%0.725%
8/14/2025Pingora Partners LLC63,946$382K0.3%-76.6%0.137%
8/14/2025Pecaut & CO.30,000$179K0.1%+200.0%0.064%
8/14/2025Intrepid Family Office LLC10,574$63K0.1%N/A0.023%
8/13/2025Beacon Pointe Advisors LLC114,929$686K0.0%-1.7%0.247%
8/12/2025XTX Topco Ltd32,121$192K0.0%N/A0.069%
8/12/2025Horizon Kinetics Asset Management LLC4,594,502$27.48M0.3%+86.0%9.857%
8/8/2025Financial Gravity Companies Inc.6,398$38K0.0%N/A0.014%
8/6/2025Moors & Cabot Inc.282,350$1.69M0.1%+371.8%0.606%
8/5/2025Atlas Wealth Partners LLC33,650$201K0.2%+38.5%0.072%
8/5/2025Meixler Investment Management Ltd.33,500$200K0.1%-17.2%0.072%
8/4/2025Kovack Advisors Inc.15,000$90K0.0%-25.0%0.032%
8/1/2025Ashton Thomas Private Wealth LLC641,226$3.84M0.1%+0.3%1.376%
8/1/2025Delta Investment Management LLC61,868$369K0.1%+467.0%0.133%
7/29/2025Lesa Sroufe & Co336,644$2.01M1.8%+5.1%0.722%
7/23/2025Kingswood Wealth Advisors LLC485,815$2.90M0.2%+74.1%1.042%
7/14/2025Clear Harbor Asset Management LLC28,825$172K0.0%-6.5%0.062%
7/11/2025Kingstone Capital Partners Texas LLC11,698,140$69.96M0.0%N/A25.098%
5/16/2025Ashton Thomas Private Wealth LLC639,243$3.54M0.1%-8.9%1.372%
5/16/2025Pingora Partners LLC272,788$1.51M1.1%-2.5%0.585%
5/15/2025Beck Mack & Oliver LLC16,480$91K0.0%-15.4%0.035%
5/15/2025State of Wyoming78,628$435K0.1%+36.5%0.169%
5/13/2025RR Advisors LLC416,000$2.30M0.5%+190.9%0.893%
5/8/2025Moors & Cabot Inc.59,850$331K0.0%-71.1%0.128%
5/6/2025Financial Sense Advisors Inc.144,943$802K0.2%N/A0.311%
5/5/2025Atlas Wealth Partners LLC24,300$134K0.2%+21.2%0.052%
5/1/2025Fonville Wealth Management LLC18,475$102K0.0%N/A0.040%
4/30/2025Financial Gravity Asset Management Inc.6,398$35K0.0%N/A0.014%
4/29/2025OneDigital Investment Advisors LLC15,199$84K0.0%-46.8%0.033%
4/25/2025Westfuller Advisors LLC11,430$63K0.0%N/A0.025%
4/22/2025Cambridge Investment Research Advisors Inc.93,523$516K0.0%+305.8%0.201%
4/21/2025Kingswood Wealth Advisors LLC279,035$1.54M0.1%N/A0.599%
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4/18/2025Lesa Sroufe & Co320,329$1.77M1.8%N/A0.687%
4/11/2025Principia Wealth Advisory LLC653,767$3.35M3.1%+3,003.3%1.403%
4/8/2025Welch Group LLC22,008$121K0.0%N/A0.047%
2/24/2025Ameriflex Group Inc.54,150$226K0.1%N/A0.116%
2/17/2025Two Sigma Investments LP94,159$361K0.0%-12.4%0.202%
2/17/2025State of Wyoming57,616$221K0.0%-29.0%0.124%
2/17/2025Morse Asset Management Inc17,250$66K0.0%N/A0.037%
2/17/2025Bank of America Corp DE104,402$400K0.0%+83.8%0.224%
2/14/2025Beacon Pointe Advisors LLC117,329$449K0.0%+537.7%0.252%
2/14/2025Pingora Partners LLC279,688$1.07M0.7%+0.8%0.600%


SJT Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($69.96M), Horizon Kinetics Asset Management LLC ($35.02M), Cannell Capital LLC ($7.33M), Punch & Associates Investment Management Inc. ($4.52M), Ashton Thomas Private Wealth LLC ($4.33M), Moors & Cabot Inc. ($4.14M), and Mountaineer Partners Management LLC ($4.12M).Learn more on San Juan Basin Royalty Trust's institutional investors.

10.42% of San Juan Basin Royalty Trust's stock is owned by institutional investors. Learn more on SJT's institutional investor holdings.

Of the 57 institutional investors that purchased San Juan Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($11.70M), Horizon Kinetics Asset Management LLC ($3.51M), Mountaineer Partners Management LLC ($1.94M), Punch & Associates Investment Management Inc. ($939.23K), Ashton Thomas Private Wealth LLC ($835.93K), Moors & Cabot Inc. ($794.80K), and Principia Wealth Advisory LLC ($632.70K).

Institutional investors have bought a total of 2,735,412 shares in the last 24 months. This purchase volume represents approximately $15.62M in transactions.

Of the 14 institutional investors that sold San Juan Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cannell Capital LLC ($1.02M), Kingswood Wealth Advisors LLC ($299.95K), Verition Fund Management LLC ($244.40K), Financial Sense Advisors Inc. ($99.35K), Principia Wealth Advisory LLC ($47.73K), Raymond James Financial Inc. ($31.33K), and State of Wyoming ($29.63K).

Institutional investors have sold a total of 1,805,580 shares in the last 24 months. This volume of shares sold represents approximately $10.76M in transactions.


Related Companies

Institutional ownership data for NYSE:SJT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/15/2026. New 13F filings are added each quarter as they're published.
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