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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Units of Beneficial Interest
Symbol
SJT on NYSE
Shares outstanding
46,501,075
Price per share
$6.09
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
15,421,065
Total reported value
$86,665,816
% of total 13F portfolios
0%
Share change
+249,876
Value change
+$1,177,205
Number of holders
88
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HORIZON KINETICS ASSET MANAGEMENT LLC 13% +12% $35,019,029 +$3,479,696 6,231,144 +11% HORIZON KINETICS ASSET MANAGEMENT LLC 31 Dec 2025

As of 31 Dec 2025, 88 institutional investors reported holding 15,421,065 shares of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT). This represents 33% of the company’s total 46,501,075 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) together control 31% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HORIZON KINETICS ASSET MANAGEMENT LLC 13% 6,231,144 +11% 0.47% $35,019,029
MORGAN STANLEY 2.5% 1,156,904 +25% 0% $6,501,801
CANNELL CAPITAL LLC 1.8% 835,799 -31% 3% $4,697,190
Ashton Thomas Private Wealth, LLC 1.7% 770,224 +21% 0.11% $4,328,659
Moors & Cabot, Inc. 1.6% 736,300 +21% 0.18% $4,138,006
Mountaineer Partners Management, LLC 1.6% 732,351 +1.8% 2.3% $4,115,813
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.5% 700,000 +58% 0.23% $3,934,000
Principia Wealth Advisory, LLC 1.1% 531,022 -8.2% 2.1% $2,984,344
LPL Financial LLC 0.88% 407,116 -2.5% 0% $2,287,994
RAYMOND JAMES FINANCIAL INC 0.74% 346,112 +13% 0% $1,945,152
Lesa Sroufe & Co 0.73% 340,390 +0.12% 1.4% $1,913,000
CITADEL ADVISORS LLC 0.52% 241,775 +218% 0% $1,358,776
Advisory Services Network, LLC 0.51% 238,677 +0.54% 0.02% $1,341,362
KINGSWOOD WEALTH ADVISORS, LLC 0.41% 191,950 -61% 0.05% $1,078,759
Mraz, Amerine & Associates, Inc. 0.4% 184,236 0% 0.15% $1,035,404
MCDANIEL TERRY & CO 0.37% 170,288 -46% 0.08% $957,019
Pingora Partners LLC 0.29% 135,057 +111% 0.46% $759,020
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.2% 94,101 -43% 0% $528,848
XTX Topco Ltd 0.18% 81,722 +121% 0.01% $459,278
WELLS FARGO & COMPANY/MN 0.16% 74,662 -2.1% 0% $419,600
ROYAL BANK OF CANADA 0.15% 68,922 +23% 0% $387,000
Delta Investment Management, LLC 0.14% 64,565 +7.1% 0.06% $362,855
Pekin Hardy Strauss, Inc. 0.12% 53,750 +258% 0.03% $302,075
Greenfield Seitz Capital Management, LLC 0.11% 53,100 0% 0.1% $298,422
Creative Planning 0.11% 52,867 -0.01% 0% $297,113

Institutional Holders of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 15,421,065 $86,665,816 +$1,177,205 $5.62 88
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
2019 Q4 6,849,777 $17,393,540 -$1,473,679 $2.54 47
2019 Q3 7,395,146 $22,330,000 -$2,836,861 $3.02 49
2019 Q2 8,325,936 $31,892,000 -$1,595,433 $3.83 54
2019 Q1 8,703,898 $46,745,178 -$1,567,733 $5.37 64
2018 Q4 9,041,538 $43,394,682 -$10,661,320 $4.80 67
2018 Q3 11,248,210 $55,822,753 -$3,050,909 $4.96 77
2018 Q2 11,781,366 $68,225,351 +$1,632,889 $5.79 81
2018 Q1 11,463,550 $90,559,890 -$229,215 $7.90 90
2017 Q4 11,479,141 $94,583,784 -$4,455,108 $8.24 84
2017 Q3 11,988,731 $93,988,000 -$3,973,089 $7.84 76
2017 Q2 12,604,612 $85,832,922 -$386,269 $6.81 78
2017 Q1 12,659,804 $91,600,548 +$8,259,973 $7.23 80
2016 Q4 11,509,737 $76,177,634 -$1,433,653 $6.62 77
2016 Q3 11,729,508 $69,202,242 -$2,793,623 $5.90 75
2016 Q2 12,195,996 $88,632,227 -$3,379,007 $7.27 77
2016 Q1 12,677,093 $65,273,703 -$5,751,661 $5.15 71
2015 Q4 13,775,012 $57,029,149 -$3,870,672 $4.14 70
2015 Q3 14,406,151 $136,250,710 +$4,938,863 $9.46 75
2015 Q2 13,857,605 $148,828,132 -$4,476,074 $10.74 87
2015 Q1 14,256,230 $170,869,553 -$4,094,403 $11.97 97
2014 Q4 14,561,380 $207,508,745 +$4,702,574 $14.25 101
2014 Q3 14,059,905 $267,142,345 +$6,302,766 $19.00 93
2014 Q2 13,788,641 $265,929,123 -$4,845,829 $19.29 98
2014 Q1 14,047,159 $247,925,339 +$8,414,103 $17.65 98