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 $74.62M 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 $17.87M, representing an estimated loss of -46.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% 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
83
Total Reported Value
$74.62M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$33.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
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 | $17,865,833 | -$15,702,392 | -46.78% | |
| Morgan Stanley | 0.00% | 1,618,089 | $7,783,009 | $4,142,308 | -$3,640,701 | -46.78% | |
| Punch & Associates Investment Management, Inc. | 0.26% | 939,225 | $4,517,672 | $2,404,416 | -$2,113,256 | -46.78% | |
| Cannell Capital Llc | 2.84% | 909,463 | $4,374,517 | $2,328,225 | -$2,046,292 | -46.78% | |
| Moors & Cabot, Inc. | 0.18% | 851,880 | $4,097,543 | $2,180,813 | -$1,916,730 | -46.78% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 946,043 | $3,036,798 | $2,421,870 | -$614,928 | -20.25% | |
| Marshall Wace, Llp | 0.00% | 393,635 | $1,893,385 | $1,007,706 | -$885,679 | -46.78% | |
| Lpl Financial Llc | 0.00% | 380,209 | $1,828,807 | $973,335 | -$855,472 | -46.78% | |
| Mcdaniel Terry & Co | 0.13% | 318,076 | $1,529,946 | $814,275 | -$715,671 | -46.78% | |
| Raymond James Financial Inc | 0.00% | 293,512 | $1,411,795 | $751,391 | -$660,404 | -46.78% | |
| Advisory Services Network, Llc | 0.02% | 242,377 | $1,165,831 | $620,485 | -$545,346 | -46.78% | |
| Citadel Advisors Llc | 0.00% | 154,244 | $741,914 | $394,865 | -$347,049 | -46.78% | |
| Pingora Partners Llc | 0.38% | 135,057 | $648,274 | $345,746 | -$302,528 | -46.67% | |
| Mraz, Amerine & Associates, Inc. | 0.08% | 184,236 | $591,396 | $471,644 | -$119,752 | -20.25% | |
| Beacon Pointe Advisors, Llc | 0.00% | 118,334 | $568,006 | $302,935 | -$265,071 | -46.67% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 155,450 | $498,995 | $397,952 | -$101,043 | -20.25% | |
| Xtx Topco Ltd | 0.01% | 95,890 | $461,231 | $245,478 | -$215,753 | -46.78% | |
| Osaic Holdings, Inc. | 0.00% | 88,250 | $424,472 | $225,920 | -$198,552 | -46.78% | |
| Susquehanna International Group, Llp | 0.00% | 80,312 | $386,301 | $205,599 | -$180,702 | -46.78% | |
| Wells Fargo & Company/Mn | 0.00% | 74,424 | $357,982 | $190,525 | -$167,457 | -46.78% | |
| Royal Bank Of Canada | 0.00% | 70,600 | $340,000 | $180,736 | -$159,264 | -46.84% | |
| Delta Investment Management, Llc | 0.05% | 57,446 | $275,741 | $147,062 | -$128,679 | -46.67% | |
| Pekin Hardy Strauss, Inc. | 0.03% | 56,750 | $272,967 | $145,280 | -$127,687 | -46.78% | |
| Two Sigma Investments, Lp | 0.00% | 53,840 | $258,970 | $137,830 | -$121,140 | -46.78% | |
| Greenfield Seitz Capital Management, Llc | 0.08% | 53,100 | $255,411 | $135,936 | -$119,475 | -46.78% | |
| Creative Planning | 0.00% | 52,867 | $253,762 | $135,340 | -$118,422 | -46.67% | |
| Meixler Investment Management, Ltd. | 0.14% | 53,900 | $252,791 | $137,984 | -$114,807 | -45.42% | |
| Jane Street Group, Llc | 0.00% | 47,640 | $229,149 | $121,958 | -$107,191 | -46.78% | |
| Bank Of America Corp | 0.00% | 45,080 | $216,833 | $115,405 | -$101,428 | -46.78% | |
| Waverly Advisors, Llc | 0.00% | 44,316 | $212,717 | $113,449 | -$99,268 | -46.67% | |
| First Financial Bankshares Inc | 0.00% | 37,500 | $180,375 | $96,000 | -$84,375 | -46.78% | |
| State Of Wyoming | 0.02% | 36,596 | $176,027 | $93,686 | -$82,341 | -46.78% | |
| Aqr Capital Management Llc | 0.00% | 32,482 | $156,238 | $83,154 | -$73,084 | -46.78% | |
| Roundview Capital Llc | 0.01% | 30,000 | $144,000 | $76,800 | -$67,200 | -46.67% | |
| Clear Harbor Asset Management, Llc | 0.01% | 28,825 | $138,648 | $73,792 | -$64,856 | -46.78% | |
| Atlas Wealth Partners, Llc | 0.14% | 40,106 | $128,740 | $102,671 | -$26,069 | -20.25% | |
| Welch Group, Llc | 0.00% | 35,508 | $113,981 | $90,900 | -$23,081 | -20.25% | |
| Key Client Fiduciary Advisors, Llc | 0.03% | 31,850 | $101,864 | $81,536 | -$20,328 | -19.96% | |
| Ubs Group Ag | 0.00% | 19,796 | $95,219 | $50,678 | -$44,541 | -46.78% | |
| Quadrature Capital Ltd | 0.00% | 19,652 | $94,526 | $50,309 | -$44,217 | -46.78% | |
| Beck Mack & Oliver Llc | 0.00% | 15,580 | $74,940 | $39,885 | -$35,055 | -46.78% | |
| Financial Engines Advisors L.L.C. | 0.00% | 15,534 | $74,719 | $39,767 | -$34,952 | -46.78% | |
| Dwr Wealth Management, Llc | 0.05% | 20,500 | $60,680 | $52,480 | -$8,200 | -13.51% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 10,570 | $50,842 | $27,059 | -$23,783 | -46.78% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.01% | 15,682 | $50,341 | $40,146 | -$10,195 | -20.25% | |
| Pathstone Holdings, Llc | 0.00% | 10,424 | $50,139 | $26,685 | -$23,454 | -46.78% | |
| Aptus Capital Advisors, Llc | 0.00% | 10,000 | $48,100 | $25,600 | -$22,500 | -46.78% | |
| National Bank Of Canada | 0.00% | 10,000 | $48,000 | $25,600 | -$22,400 | -46.67% | |
| Foundation Resource Management Inc | 0.01% | 14,565 | $46,754 | $37,286 | -$9,468 | -20.25% | |
| Evernest Financial Advisors, Llc | 0.01% | 11,000 | $46,420 | $28,160 | -$18,260 | -39.34% |
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.