Security Snapshot

SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) Institutional Ownership

CUSIP: 798241105

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

43

Shares (Excl. Options)

13.97MFull value: 13,967,760 · shares · 30 Sep 2026

Price

$3.65

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Units of Beneficial Interest
Symbol
SJT on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
13,967,760
Latest holder snapshot 5 signals
Total 13F value
$50,962,998
Portfolio coverage rank
0%
Share change
+547,747
Value change
+$2,020,558
Number of holders
43
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
46,419,389
SEC-reported price per share
$4.43
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SJT - SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 798241105.
  • 43 institutions reported positions in Q3 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 83 to 43 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $55.59MFull value: $55,586,430 · USD · 30 Jun 2026
    to
    $50.96MFull value: $50,962,998 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 43 institutions filings for Q3 2026.

Open SEC evidence

Security key

798241105

13F reference period

Q3 2026

13F holders

43

13D/G owners

2

CIK / CUSIP context first

Open Q3 2026 holders SJT full holder history SAN JUAN BASIN ROYALTY TRUST SEC filings SAN JUAN BASIN ROYALTY TRUST insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
SJT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HORIZON KINETICS ASSET MANAGEMENT LLC 16% +7.3% $22,257,239 +$1,530,082 7,494,020 +7.4% HORIZON KINETICS ASSET MANAGEMENT LLC 30 Jun 2026
SoftVest Advisors, LLC 11% $22,208,892 5,013,294 SoftVest Advisors, LLC 05 Oct 2026
As of 30 Sep 2026, 43 institutional investors reported holding
13.97MFull value: 13,967,760 · shares · 30 Sep 2026
shares of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT). This represents 30% of the company’s total
46.42MFull value: 46,419,389 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
30%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HORIZON KINETICS ASSET MANAGEMENT LLC 17% 7,924,698 +5.7% 0.36% $28,925,146
MORGAN STANLEY 2.9% 1,332,424 -15% 0% $4,863,348
Moors & Cabot, Inc. 2.6% 1,201,995 +40% 0.17% $4,387,282
MAD RIVER INVESTORS 1.3% 597,500 0.89% $2,180,875
Ashton Thomas Private Wealth, LLC 1% 482,614 -49% 0.04% $1,761,541
MARSHALL WACE, LLP 0.93% 430,371 -20% 0% $1,570,855
MCDANIEL TERRY & CO 0.69% 318,076 0% 0.09% $1,160,977
RAYMOND JAMES FINANCIAL INC 0.5% 232,505 -8.8% 0% $848,645
Mraz, Amerine & Associates, Inc. 0.4% 184,236 0% 0.11% $672,460
BNP PARIBAS FINANCIAL MARKETS 0.38% 178,531 0% $651,638
KINGSWOOD WEALTH ADVISORS, LLC 0.33% 155,150 -0.19% 0.02% $566,298
Pingora Partners LLC 0.29% 136,557 +1.1% 0.32% $498,433
LPL Financial LLC 0.23% 104,576 -29% 0% $381,702
HighTower Advisors, LLC 0.17% 77,820 0% $284,043
Creative Planning 0.12% 54,007 +1.9% 0% $197,126
Greenfield Seitz Capital Management, LLC 0.11% 52,350 -1.4% 0.06% $191,078
INGALLS & SNYDER LLC 0.1% 48,650 0% 0% $178,000
Atlas Wealth Partners, LLC 0.09% 43,206 +7.7% 0.16% $157,702
Meixler Investment Management, Ltd. 0.08% 39,000 -13% 0.08% $142,350
Roundview Capital LLC 0.08% 38,900 +30% 0.01% $141,985
PKS Advisory Services, LLC 0.08% 37,883 0% 0.02% $121,604
Welch Group, LLC 0.08% 35,508 0% 0% $129,605
Delta Investment Management, LLC 0.07% 33,217 -3.6% 0.02% $121,242
Key Client Fiduciary Advisors, LLC 0.07% 32,850 +3.1% 0.03% $119,903
Pekin Hardy Strauss, Inc. 0.04% 20,750 -42% 0.01% $75,737

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 13,967,760 $50,962,998 +$2,020,558 $3.65 43
2026 Q2 17,321,712 $55,586,430 +$2,262,778 $3.21 83
2026 Q1 16,445,641 $79,081,464 +$3,756,684 $4.81 88
2025 Q4 15,441,565 $86,778,771 +$1,177,205 $5.62 89
2025 Q3 15,169,331 $91,616,984 +$681,399 $6.04 87
2025 Q2 15,060,665 $90,054,325 +$11,471,732 $5.98 86
2025 Q1 13,189,199 $72,663,203 +$21,843,528 $5.53 86
2024 Q4 9,013,374 $34,537,065 +$7,990,929 $3.83 87
2024 Q3 7,062,707 $26,116,608 +$3,501,589 $3.70 75
2024 Q2 6,094,840 $24,724,321 +$5,913,751 $4.06 76
2024 Q1 4,473,879 $23,679,416 +$556,252 $5.29 78
2023 Q4 4,910,381 $24,927,856 -$1,133,683 $5.08 95
2023 Q3 3,963,477 $27,457,297 -$17,207,696 $6.93 96
2023 Q2 6,339,947 $47,071,338 -$9,100,490 $7.43 100
2023 Q1 6,915,154 $72,709,706 -$6,224,940 $10.52 88
2022 Q4 7,520,181 $85,856,146 +$13,191,364 $11.42 100
2022 Q3 6,588,862 $61,948,468 +$9,196,564 $9.40 78
2022 Q2 5,759,649 $50,051,461 -$4,334,927 $8.68 83
2022 Q1 6,390,555 $56,006,623 +$5,090,548 $8.77 75
2021 Q4 5,580,549 $33,982,892 +$6,333,642 $6.09 59
2021 Q3 4,800,973 $24,308,312 -$9,689,319 $5.06 54
2021 Q2 6,712,831 $34,518,000 +$482,073 $5.14 47
2021 Q1 6,640,002 $26,299,893 -$267,746 $3.96 39
2020 Q4 6,741,250 $18,003,000 -$333,789 $2.67 46
2020 Q3 6,879,460 $17,273,510 +$428,504 $2.51 43
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