SAN JUAN BASIN ROYALTY TR (SJT) Institutional Shareholders
SAN JUAN BASIN ROYALTY TR (SJT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $53.10M in SJT holdings during the latest filing period.
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 $21.96M, representing an estimated loss of -8.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
83
Total Reported Value
$53.10M
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 | $21,957,479 | -$2,098,324 | -8.72% | |
| Morgan Stanley | 0.00% | 1,563,319 | $5,018,255 | $4,580,525 | -$437,730 | -8.72% | |
| Cannell Capital Llc | 2.72% | 1,212,760 | $3,892,960 | $3,553,387 | -$339,573 | -8.72% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 946,043 | $3,036,798 | $2,771,906 | -$264,892 | -8.72% | |
| Moors & Cabot, Inc. | 0.11% | 859,190 | $2,758,000 | $2,517,427 | -$240,573 | -8.72% | |
| Punch & Associates Investment Management, Inc. | 0.10% | 641,414 | $2,058,939 | $1,879,343 | -$179,596 | -8.72% | |
| Marshall Wace, Llp | 0.00% | 540,087 | $1,733,678 | $1,582,455 | -$151,223 | -8.72% | |
| Mcdaniel Terry & Co | 0.08% | 318,076 | $1,021,024 | $931,963 | -$89,061 | -8.72% | |
| Raymond James Financial Inc | 0.00% | 254,805 | $817,926 | $746,579 | -$71,347 | -8.72% | |
| Citadel Advisors Llc | 0.00% | 242,929 | $779,802 | $711,782 | -$68,020 | -8.72% | |
| Advisory Services Network, Llc | 0.01% | 240,377 | $771,609 | $704,305 | -$67,304 | -8.72% | |
| Mraz, Amerine & Associates, Inc. | 0.08% | 184,236 | $591,396 | $539,811 | -$51,585 | -8.72% | |
| Jane Street Group, Llc | 0.00% | 180,114 | $578,166 | $527,734 | -$50,432 | -8.72% | |
| Xtx Topco Ltd | 0.01% | 170,922 | $548,660 | $500,801 | -$47,859 | -8.72% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 155,450 | $498,995 | $455,469 | -$43,527 | -8.72% | |
| Lpl Financial Llc | 0.00% | 148,082 | $475,344 | $433,880 | -$41,464 | -8.72% | |
| Pingora Partners Llc | 0.25% | 135,057 | $433,533 | $395,717 | -$37,816 | -8.72% | |
| Two Sigma Investments, Lp | 0.00% | 95,656 | $307,056 | $280,272 | -$26,784 | -8.72% | |
| Osaic Holdings, Inc. | 0.00% | 95,406 | $306,241 | $279,540 | -$26,701 | -8.72% | |
| Ubs Group Ag | 0.00% | 90,159 | $289,411 | $264,166 | -$25,245 | -8.72% | |
| Wells Fargo & Company/Mn | 0.00% | 73,426 | $235,698 | $215,138 | -$20,560 | -8.72% | |
| Bnp Paribas Financial Markets | 0.00% | 64,366 | $206,615 | $188,592 | -$18,023 | -8.72% | |
| Greenfield Seitz Capital Management, Llc | 0.05% | 53,100 | $170,451 | $155,583 | -$14,868 | -8.72% | |
| Beacon Pointe Advisors, Llc | 0.00% | 45,000 | $144,450 | $131,850 | -$12,600 | -8.72% | |
| Meixler Investment Management, Ltd. | 0.08% | 44,600 | $143,166 | $130,678 | -$12,488 | -8.72% | |
| Atlas Wealth Partners, Llc | 0.14% | 40,106 | $128,740 | $117,511 | -$11,229 | -8.72% | |
| Pks Advisory Services, Llc | 0.02% | 37,883 | $121,604 | $110,997 | -$10,607 | -8.72% | |
| First Financial Bankshares Inc | 0.00% | 37,500 | $120,375 | $109,875 | -$10,500 | -8.72% | |
| Bank Of America Corp | 0.00% | 37,400 | $120,053 | $109,582 | -$10,471 | -8.72% | |
| Pekin Hardy Strauss, Inc. | 0.01% | 35,750 | $114,757 | $104,748 | -$10,010 | -8.72% | |
| Welch Group, Llc | 0.00% | 35,508 | $113,981 | $104,038 | -$9,943 | -8.72% | |
| Argent Trust Co | 0.00% | 35,100 | $112,671 | $102,843 | -$9,828 | -8.72% | |
| Delta Investment Management, Llc | 0.02% | 34,461 | $110,620 | $100,971 | -$9,649 | -8.72% | |
| Key Client Fiduciary Advisors, Llc | 0.03% | 31,850 | $101,864 | $93,321 | -$8,544 | -8.39% | |
| Roundview Capital Llc | 0.01% | 30,000 | $96,300 | $87,900 | -$8,400 | -8.72% | |
| Aqr Capital Management Llc | 0.00% | 28,482 | $91,427 | $83,452 | -$7,975 | -8.72% | |
| Royal Bank Of Canada | 0.00% | 27,700 | $89,000 | $81,161 | -$7,839 | -8.81% | |
| Clear Harbor Asset Management, Llc | 0.00% | 21,325 | $68,453 | $62,482 | -$5,971 | -8.72% | |
| Group One Trading Llc | 0.00% | 20,369 | $65,384 | $59,681 | -$5,703 | -8.72% | |
| Dwr Wealth Management, Llc | 0.05% | 20,500 | $60,680 | $60,065 | -$615 | -1.01% | |
| Susquehanna International Group, Llp | 0.00% | 16,131 | $51,781 | $47,264 | -$4,517 | -8.72% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 15,682 | $50,341 | $45,948 | -$4,393 | -8.73% | |
| Pathstone Holdings, Llc | 0.00% | 10,424 | $50,139 | $30,542 | -$19,597 | -39.08% | |
| Financial Engines Advisors L.L.C. | 0.00% | 15,534 | $49,864 | $45,515 | -$4,349 | -8.72% | |
| Aptus Capital Advisors, Llc | 0.00% | 15,000 | $48,150 | $43,950 | -$4,200 | -8.72% | |
| Foundation Resource Management Inc | 0.01% | 14,565 | $46,754 | $42,675 | -$4,079 | -8.72% | |
| Beck Mack & Oliver Llc | 0.00% | 13,680 | $43,913 | $40,082 | -$3,831 | -8.72% | |
| Sevenbridge Financial Group, Llc | 0.01% | 15,000 | $37,950 | $43,950 | +$6,000 | +15.81% | |
| Westfuller Advisors, Llc | 0.01% | 11,430 | $36,690 | $33,490 | -$3,200 | -8.72% | |
| Evernest Financial Advisors, Llc | 0.01% | 11,000 | $35,310 | $32,230 | -$3,080 | -8.72% |
Frequently asked questions about SJT
Who owns the most SJT stock?
The largest holders of SJT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SAN JUAN BASIN ROYALTY TR (SJT).
Is SJT widely held by superinvestors?
Many widely followed stocks like SJT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SJT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.