SJT Institutional Ownership & Shareholders
SAN JUAN BASIN ROYALTY TR (SJT) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Horizon Kinetics Asset Management Llc is currently the largest disclosed institutional shareholder of SJT tracked by InsiderSet, reporting ownership valued at approximately $24.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.31M, representing an estimated loss of -3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SJT value among the investors covered in this analysis. Major shareholders include Horizon Kinetics Asset Management Llc, Morgan Stanley, Cannell Capital Llc, and several other long-term asset managers with concentrated positions in SAN JUAN BASIN ROYALTY TR (SJT).
This page ranks the largest institutional SJT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$56.56M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$24.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Horizon Kinetics Asset Management Llc | 0.27% | 7,494,020 | $24,055,803 | $23,306,402 | -$749,401 | -3.12% | |
| Morgan Stanley | 0.00% | 1,563,319 | $5,018,255 | $4,861,922 | -$156,333 | -3.12% | |
| Cannell Capital Llc | 2.72% | 1,212,760 | $3,892,960 | $3,771,684 | -$121,276 | -3.12% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 946,043 | $3,036,798 | $2,942,194 | -$94,604 | -3.12% | |
| Moors & Cabot, Inc. | 0.11% | 859,190 | $2,758,000 | $2,672,081 | -$85,919 | -3.12% | |
| Mad River Investors | 0.89% | 597,500 | $2,180,875 | $1,858,225 | -$322,650 | -14.79% | |
| Punch & Associates Investment Management, Inc. | 0.10% | 641,414 | $2,058,939 | $1,994,798 | -$64,141 | -3.12% | |
| Marshall Wace, Llp | 0.00% | 540,087 | $1,733,678 | $1,679,671 | -$54,007 | -3.12% | |
| Mcdaniel Terry & Co | 0.08% | 318,076 | $1,021,024 | $989,216 | -$31,808 | -3.12% | |
| Raymond James Financial Inc | 0.00% | 254,805 | $817,926 | $792,444 | -$25,482 | -3.12% | |
| Citadel Advisors Llc | 0.00% | 242,929 | $779,802 | $755,509 | -$24,293 | -3.12% | |
| Advisory Services Network, Llc | 0.01% | 240,377 | $771,609 | $747,572 | -$24,037 | -3.12% | |
| Mraz, Amerine & Associates, Inc. | 0.11% | 184,236 | $672,460 | $572,974 | -$99,486 | -14.79% | |
| Jane Street Group, Llc | 0.00% | 180,114 | $578,166 | $560,155 | -$18,011 | -3.12% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 155,150 | $566,298 | $482,517 | -$83,782 | -14.79% | |
| Xtx Topco Ltd | 0.01% | 170,922 | $548,660 | $531,567 | -$17,093 | -3.12% | |
| State Of Wyoming | 0.04% | 145,489 | $531,035 | $452,471 | -$78,564 | -14.79% | |
| Lpl Financial Llc | 0.00% | 148,082 | $475,344 | $460,535 | -$14,809 | -3.12% | |
| Pingora Partners Llc | 0.25% | 135,057 | $433,533 | $420,027 | -$13,506 | -3.12% | |
| Two Sigma Investments, Lp | 0.00% | 95,656 | $307,056 | $297,490 | -$9,566 | -3.12% | |
| Osaic Holdings, Inc. | 0.00% | 95,406 | $306,241 | $296,713 | -$9,528 | -3.11% | |
| Ubs Group Ag | 0.00% | 90,159 | $289,411 | $280,394 | -$9,017 | -3.12% | |
| Wells Fargo & Company/Mn | 0.00% | 73,426 | $235,698 | $228,355 | -$7,343 | -3.12% | |
| Bnp Paribas Financial Markets | 0.00% | 64,366 | $206,615 | $200,178 | -$6,437 | -3.12% | |
| Creative Planning | 0.00% | 54,007 | $197,126 | $167,962 | -$29,164 | -14.79% | |
| Greenfield Seitz Capital Management, Llc | 0.06% | 52,350 | $191,078 | $162,809 | -$28,270 | -14.79% | |
| Ingalls & Snyder Llc | 0.00% | 48,650 | $156,000 | $151,302 | -$4,699 | -3.01% | |
| Beacon Pointe Advisors, Llc | 0.00% | 45,000 | $144,450 | $139,950 | -$4,500 | -3.12% | |
| Meixler Investment Management, Ltd. | 0.08% | 44,600 | $143,166 | $138,706 | -$4,460 | -3.12% | |
| Welch Group, Llc | 0.00% | 35,508 | $129,605 | $110,430 | -$19,175 | -14.80% | |
| Atlas Wealth Partners, Llc | 0.14% | 40,106 | $128,740 | $124,730 | -$4,010 | -3.12% | |
| Pks Advisory Services, Llc | 0.02% | 37,883 | $121,604 | $117,816 | -$3,788 | -3.11% | |
| First Financial Bankshares Inc | 0.00% | 37,500 | $120,375 | $116,625 | -$3,750 | -3.12% | |
| Bank Of America Corp | 0.00% | 37,400 | $120,053 | $116,314 | -$3,739 | -3.11% | |
| Key Client Fiduciary Advisors, Llc | 0.03% | 32,850 | $119,903 | $102,164 | -$17,740 | -14.79% | |
| Argent Trust Co | 0.00% | 35,100 | $112,671 | $109,161 | -$3,510 | -3.12% | |
| Delta Investment Management, Llc | 0.02% | 34,461 | $110,620 | $107,174 | -$3,446 | -3.12% | |
| Janney Montgomery Scott Llc | 0.00% | 33,000 | $106,000 | $102,630 | -$3,370 | -3.18% | |
| Roundview Capital Llc | 0.01% | 30,000 | $96,300 | $93,300 | -$3,000 | -3.12% | |
| Aqr Capital Management Llc | 0.00% | 28,482 | $91,427 | $88,579 | -$2,848 | -3.12% | |
| Royal Bank Of Canada | 0.00% | 27,700 | $89,000 | $86,147 | -$2,853 | -3.21% | |
| Hrt Financial Lp | 0.00% | 27,467 | $88,000 | $85,422 | -$2,578 | -2.93% | |
| Pekin Hardy Strauss, Inc. | 0.01% | 20,750 | $75,737 | $64,533 | -$11,205 | -14.79% | |
| Dwr Wealth Management, Llc | 0.05% | 20,500 | $74,415 | $63,755 | -$10,660 | -14.33% | |
| Clear Harbor Asset Management, Llc | 0.00% | 21,325 | $68,453 | $66,321 | -$2,132 | -3.11% | |
| Group One Trading Llc | 0.00% | 20,369 | $65,384 | $63,348 | -$2,036 | -3.11% | |
| Foundation Resource Management Inc | 0.01% | 14,565 | $53,162 | $45,297 | -$7,865 | -14.79% | |
| Sevenbridge Financial Group, Llc | 0.01% | 15,000 | $52,050 | $46,650 | -$5,400 | -10.37% | |
| Susquehanna International Group, Llp | 0.00% | 16,131 | $51,781 | $50,167 | -$1,614 | -3.12% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 15,682 | $50,341 | $48,771 | -$1,570 | -3.12% |
Frequently asked questions about SJT
Who are the largest institutional holders of SJT?
The largest institutional holders of SJT reported in the latest SEC Form 13F filings include Horizon Kinetics Asset Management Llc, Morgan Stanley, Cannell Capital Llc, Ashton Thomas Private Wealth, Llc, and Moors & Cabot, Inc.. InsiderSet ranks institutional holders by their latest reported SJT position.
What is SJT institutional ownership?
This page tracks SJT positions reported by institutional investment managers through SEC Form 13F. SAN JUAN BASIN ROYALTY TR (SJT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SJT?
InsiderSet currently tracks 84 institutional managers reporting SJT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SJT shareholders.
How much SJT stock do institutions own?
Institutional investment managers disclosed approximately $56.56M in SJT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SJT institutional ownership last updated?
The latest SJT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SJT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SJT position after the reporting date.
Are institutions buying or selling SJT?
Institutional buying and selling can be analyzed by comparing SJT positions across consecutive 13F reporting periods. InsiderSet's SJT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SJT ownership changes.
How has SJT institutional ownership changed over time?
InsiderSet tracks SJT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.