Latest Period
Q1 2026
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 Q1 2026
Institutions Reporting
87
Shares (Excl. Options)
16,441,927
Price
$4.81
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- Security type / class
- Equity / Units of Beneficial Interest
- Symbol
- SJT on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 16,441,927
- Total 13F value
- $79,063,637
- Portfolio coverage rank
- 0%
- Share change
- +1,544,942
- Value change
- +$6,742,514
- Number of holders
- 87
- Shares outstanding
- 46,525,607
- SEC-reported price per share
- $4.29
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SJT - SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 798241105.
- 87 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 89 to 87 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $86,778,771 to $79,063,637.
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
Open SEC evidence
Latest holder context comes from 87 institutions filings for Q1 2026.
Security key
798241105
Latest holder period
Q1 2026
13F holders
87
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 798241105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SJT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 15% | +12% | $33,568,225 | +$3,596,423 | 6,978,841 | +12% | HORIZON KINETICS ASSET MANAGEMENT LLC | 31 Mar 2026 |
As of 31 Mar 2026, 87 institutional investors reported holding 16,441,927 shares of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT). This represents 35% of the company’s total 46,525,607 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 15% | 6,978,841 | +12% | 0.36% | $33,568,225 |
| MORGAN STANLEY | 3.5% | 1,618,089 | +40% | 0% | $7,783,009 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2% | 939,225 | +34% | 0.26% | $4,517,672 |
| CANNELL CAPITAL LLC | 2% | 909,463 | +8.8% | 2.8% | $4,374,517 |
| Ashton Thomas Private Wealth, LLC | 1.9% | 867,711 | +13% | 0.1% | $4,173,690 |
| Moors & Cabot, Inc. | 1.8% | 851,880 | +16% | 0.18% | $4,097,543 |
| MARSHALL WACE, LLP | 0.85% | 393,635 | 0% | $1,893,385 | |
| LPL Financial LLC | 0.82% | 380,209 | -6.6% | 0% | $1,828,807 |
| Lesa Sroufe & Co | 0.75% | 346,870 | +1.9% | 1.1% | $1,668,000 |
| MCDANIEL TERRY & CO | 0.68% | 318,076 | +87% | 0.13% | $1,529,946 |
| RAYMOND JAMES FINANCIAL INC | 0.63% | 293,512 | -15% | 0% | $1,411,795 |
| Advisory Services Network, LLC | 0.52% | 242,377 | +1.6% | 0.02% | $1,165,831 |
| Mraz, Amerine & Associates, Inc. | 0.4% | 184,236 | 0% | 0.13% | $884,331 |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.36% | 165,950 | -14% | 0.04% | $796,560 |
| CITADEL ADVISORS LLC | 0.33% | 154,244 | -36% | 0% | $741,914 |
| Pingora Partners LLC | 0.29% | 135,057 | 0% | 0.38% | $648,274 |
| Beacon Pointe Advisors, LLC | 0.25% | 118,334 | +596% | 0% | $568,006 |
| XTX Topco Ltd | 0.21% | 95,890 | +17% | 0.01% | $461,231 |
| OSAIC HOLDINGS, INC. | 0.19% | 88,250 | +250% | 0% | $424,472 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 80,312 | -15% | 0% | $386,301 |
| WELLS FARGO & COMPANY/MN | 0.16% | 74,424 | -0.32% | 0% | $357,982 |
| ROYAL BANK OF CANADA | 0.15% | 70,600 | +2.4% | 0% | $340,000 |
| Delta Investment Management, LLC | 0.12% | 57,446 | -11% | 0.05% | $275,741 |
| Pekin Hardy Strauss, Inc. | 0.12% | 56,750 | +5.6% | 0.03% | $272,967 |
| Meixler Investment Management, Ltd. | 0.12% | 53,900 | +3.5% | 0.14% | $252,791 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 16,441,927 | $79,063,637 | +$6,742,514 | $4.81 | 87 |
| 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 |
| 2020 Q2 | 6,711,447 | $15,301,000 | +$153,202 | $2.28 | 41 |
| 2020 Q1 | 6,614,664 | $13,884,000 | -$452,399 | $2.10 | 43 |