SAN JUAN BASIN ROYALTY TR (SJT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $76.97M 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 $33.57M in its March 31, 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 $22.12M, representing an estimated loss of -34.10% 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, Punch & Associates Investment Management, Inc., 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
88
Total Reported Value
$76.97M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$33.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
96
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 | 0.36% | 6,978,841 | $33,568,225 | $22,122,926 | -$11,445,299 | -34.10% | |
| Morgan Stanley | 0.00% | 1,618,089 | $7,783,009 | $5,129,342 | -$2,653,667 | -34.10% | |
| Punch & Associates Investment Management, Inc. | 0.26% | 939,225 | $4,517,672 | $2,977,343 | -$1,540,329 | -34.10% | |
| Cannell Capital Llc | 2.84% | 909,463 | $4,374,517 | $2,882,998 | -$1,491,519 | -34.10% | |
| Ashton Thomas Private Wealth, Llc | 0.10% | 867,711 | $4,173,690 | $2,750,644 | -$1,423,046 | -34.10% | |
| Moors & Cabot, Inc. | 0.18% | 851,880 | $4,097,543 | $2,700,460 | -$1,397,083 | -34.10% | |
| Marshall Wace, Llp | 0.00% | 393,635 | $1,893,385 | $1,247,823 | -$645,562 | -34.10% | |
| Lpl Financial Llc | 0.00% | 380,209 | $1,828,807 | $1,205,263 | -$623,544 | -34.10% | |
| Mcdaniel Terry & Co | 0.13% | 318,076 | $1,529,946 | $1,008,301 | -$521,645 | -34.10% | |
| Raymond James Financial Inc | 0.00% | 293,512 | $1,411,795 | $930,433 | -$481,362 | -34.10% | |
| Advisory Services Network, Llc | 0.02% | 242,377 | $1,165,831 | $768,335 | -$397,496 | -34.10% | |
| Mraz, Amerine & Associates, Inc. | 0.13% | 184,236 | $884,331 | $584,028 | -$300,303 | -33.96% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 165,950 | $796,560 | $526,062 | -$270,499 | -33.96% | |
| Citadel Advisors Llc | 0.00% | 154,244 | $741,914 | $488,953 | -$252,961 | -34.10% | |
| Pingora Partners Llc | 0.38% | 135,057 | $648,274 | $428,131 | -$220,143 | -33.96% | |
| Beacon Pointe Advisors, Llc | 0.00% | 118,334 | $568,006 | $375,119 | -$192,887 | -33.96% | |
| Xtx Topco Ltd | 0.01% | 95,890 | $461,231 | $303,971 | -$157,260 | -34.10% | |
| Osaic Holdings, Inc. | 0.00% | 88,250 | $424,472 | $279,753 | -$144,720 | -34.09% | |
| Susquehanna International Group, Llp | 0.00% | 80,312 | $386,301 | $254,589 | -$131,712 | -34.10% | |
| Wells Fargo & Company/Mn | 0.00% | 74,424 | $357,982 | $235,924 | -$122,058 | -34.10% | |
| Royal Bank Of Canada | 0.00% | 70,600 | $340,000 | $223,802 | -$116,198 | -34.18% | |
| Delta Investment Management, Llc | 0.05% | 57,446 | $275,741 | $182,104 | -$93,637 | -33.96% | |
| Pekin Hardy Strauss, Inc. | 0.03% | 56,750 | $272,967 | $179,898 | -$93,070 | -34.10% | |
| Two Sigma Investments, Lp | 0.00% | 53,840 | $258,970 | $170,673 | -$88,297 | -34.10% | |
| Greenfield Seitz Capital Management, Llc | 0.08% | 53,100 | $255,411 | $168,327 | -$87,084 | -34.10% | |
| Creative Planning | 0.00% | 52,867 | $253,762 | $167,588 | -$86,174 | -33.96% | |
| Meixler Investment Management, Ltd. | 0.14% | 53,900 | $252,791 | $170,863 | -$81,928 | -32.41% | |
| Jane Street Group, Llc | 0.00% | 47,640 | $229,149 | $151,019 | -$78,130 | -34.10% | |
| Bank Of America Corp | 0.00% | 45,080 | $216,833 | $142,904 | -$73,929 | -34.10% | |
| Waverly Advisors, Llc | 0.00% | 44,316 | $212,717 | $140,482 | -$72,235 | -33.96% | |
| Atlas Wealth Partners, Llc | 0.21% | 42,106 | $202,109 | $133,476 | -$68,633 | -33.96% | |
| First Financial Bankshares Inc | 0.00% | 37,500 | $180,375 | $118,875 | -$61,500 | -34.10% | |
| State Of Wyoming | 0.02% | 36,596 | $176,027 | $116,009 | -$60,018 | -34.10% | |
| Key Client Fiduciary Advisors, Llc | 0.05% | 32,575 | $156,360 | $103,263 | -$53,097 | -33.96% | |
| Aqr Capital Management Llc | 0.00% | 32,482 | $156,238 | $102,968 | -$53,270 | -34.10% | |
| Welch Group, Llc | 0.01% | 30,008 | $144,039 | $95,125 | -$48,914 | -33.96% | |
| Roundview Capital Llc | 0.01% | 30,000 | $144,000 | $95,100 | -$48,900 | -33.96% | |
| Clear Harbor Asset Management, Llc | 0.01% | 28,825 | $138,648 | $91,375 | -$47,273 | -34.10% | |
| Dwr Wealth Management, Llc | 0.09% | 20,500 | $101,270 | $64,985 | -$36,285 | -35.83% | |
| Gk Wealth Management Llc | 0.09% | 20,500 | $101,270 | $64,985 | -$36,285 | -35.83% | |
| Ubs Group Ag | 0.00% | 19,796 | $95,219 | $62,753 | -$32,466 | -34.10% | |
| Quadrature Capital Ltd | 0.00% | 19,652 | $94,526 | $62,297 | -$32,229 | -34.10% | |
| Private Advisor Group, Llc | 0.00% | 15,712 | $75,437 | $49,807 | -$25,630 | -33.98% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 15,682 | $75,433 | $49,712 | -$25,721 | -34.10% | |
| Beck Mack & Oliver Llc | 0.00% | 15,580 | $74,940 | $49,389 | -$25,551 | -34.10% | |
| Financial Engines Advisors L.L.C. | 0.00% | 15,534 | $74,719 | $49,243 | -$25,476 | -34.10% | |
| Foundation Resource Management Inc | 0.01% | 14,565 | $70,058 | $46,171 | -$23,887 | -34.10% | |
| V-Square Quantitative Management Llc | 0.01% | 11,430 | $54,978 | $36,233 | -$18,745 | -34.10% | |
| Westfuller Advisors, Llc | 0.02% | 11,430 | $54,978 | $36,233 | -$18,745 | -34.10% | |
| Rahlfs Capital, Llc | 0.04% | 11,000 | $52,800 | $34,870 | -$17,930 | -33.96% |
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.