Latest Period
Q2 2026
Security Snapshot
SAN JUAN BASIN ROYALTY TRUST - Units (SJT) Institutional Ownership
CUSIP: 798241105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
82
Shares (Excl. Options)
17,311,712
Price
$3.21
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- Security type / class
- Equity / Units
- Symbol
- SJT on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 17,311,712
- Total 13F value
- $55,554,330
- Portfolio coverage rank
- 0%
- Share change
- +792,893
- Value change
- +$2,262,778
- Number of holders
- 82
- Shares outstanding
- 46,546,708
- SEC-reported price per share
- $2.53
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 is tracked under CUSIP 798241105.
- 82 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 88 to 82 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $79,081,464 to $55,554,330.
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 82 institutions filings for Q2 2026.
Security key
798241105
Latest holder period
Q2 2026
13F holders
82
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 | 16% | +7.3% | $22,257,239 | +$1,530,082 | 7,494,020 | +7.4% | HORIZON KINETICS ASSET MANAGEMENT LLC | 30 Jun 2026 |
As of 30 Jun 2026, 82 institutional investors reported holding 17,311,712 shares of SAN JUAN BASIN ROYALTY TRUST - Units (SJT). This represents 37% of the company’s total 46,546,708 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
35%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 16% | 7,494,020 | +7.4% | 0.27% | $24,055,803 |
| MORGAN STANLEY | 3.4% | 1,563,319 | -3.4% | 0% | $5,018,255 |
| CANNELL CAPITAL LLC | 2.6% | 1,212,760 | +33% | 2.7% | $3,892,960 |
| Ashton Thomas Private Wealth, LLC | 2% | 946,043 | +9% | 0.06% | $3,036,798 |
| Moors & Cabot, Inc. | 1.8% | 859,190 | +0.86% | 0.11% | $2,758,000 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.4% | 641,414 | -32% | 0.1% | $2,058,939 |
| Lesa Sroufe & Co | 1.2% | 581,264 | +68% | 1.3% | $1,866,000 |
| MARSHALL WACE, LLP | 1.2% | 540,087 | +37% | 0% | $1,733,678 |
| MCDANIEL TERRY & CO | 0.68% | 318,076 | 0% | 0.08% | $1,021,024 |
| RAYMOND JAMES FINANCIAL INC | 0.55% | 254,805 | -13% | 0% | $817,926 |
| CITADEL ADVISORS LLC | 0.52% | 242,929 | +57% | 0% | $779,802 |
| Advisory Services Network, LLC | 0.52% | 240,377 | -0.83% | 0.01% | $771,609 |
| Mraz, Amerine & Associates, Inc. | 0.4% | 184,236 | 0% | 0.08% | $591,396 |
| JANE STREET GROUP, LLC | 0.39% | 180,114 | +278% | 0% | $578,166 |
| XTX Topco Ltd | 0.37% | 170,922 | +78% | 0.01% | $548,660 |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.33% | 155,450 | -6.3% | 0.02% | $498,995 |
| LPL Financial LLC | 0.32% | 148,082 | -61% | 0% | $475,344 |
| Pingora Partners LLC | 0.29% | 135,057 | 0% | 0.25% | $433,533 |
| TWO SIGMA INVESTMENTS, LP | 0.21% | 95,656 | +78% | 0% | $307,056 |
| OSAIC HOLDINGS, INC. | 0.2% | 95,406 | +8.1% | 0% | $306,241 |
| UBS Group AG | 0.19% | 90,159 | +355% | 0% | $289,411 |
| WELLS FARGO & COMPANY/MN | 0.16% | 73,426 | -1.3% | 0% | $235,698 |
| BNP PARIBAS FINANCIAL MARKETS | 0.14% | 64,366 | 0% | 0% | $206,615 |
| Greenfield Seitz Capital Management, LLC | 0.11% | 53,100 | 0% | 0.05% | $170,451 |
| Creative Planning | 0.11% | 53,007 | +0.26% | 0% | $170,152 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 17,311,712 | $55,554,330 | +$2,262,778 | $3.21 | 82 |
| 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 |
| 2020 Q2 | 6,711,447 | $15,301,000 | +$153,202 | $2.28 | 41 |