Who Owns San Juan Basin Royalty Trust (SJT)?Hedge Fund & Institutional Holders

$4.89-0.13 (-2.59%)EnergyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.5019432840004004e+139T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$3.22$4.17$5.13$6.08$7.04Aug 24Jun 25Mar 26

SJT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Principia Wealth Advisory, LLCNew Position+1.1M+$6.5M
Ashton Thomas Private Wealth, LLCNew Position+770K+$4.3M
Lesa Sroufe & CoNew Position+340K+$1.9M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+192K+$1.1M
MCDANIEL TERRY & CONew Position+170K+$957K
Delta Investment Management, LLCNew Position+65K+$362K
Meixler Investment Management, Ltd.New Position+52K+$292K
Atlas Wealth Partners, LLCNew Position+41K+$228K
PECAUT & CO.New Position+30K+$168K
Key Client Fiduciary Advisors, LLCNew Position+30K+$166K
State of WyomingNew Position+21K+$118K
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+16K+$88K
V-Square Quantitative Management LLCNew Position+11K+$64K
Westfuller Advisors, LLCNew Position+11K+$64K
Evernest Financial Advisors, LLCNew Position+11K+$61K

SJT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CANNELL CAPITAL LLCDecreased-377K-$7.3B
Greenfield Seitz Capital Management, LLCDecreased-582K-$3.0B
LPL Financial LLCDecreased-10K-$2.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-72K-$1.0B
Verition Fund Management LLCClosed Position-160K-$967.9M
Financial Sense Advisors, Inc.Decreased-99K-$843.8M
WELLS FARGO & COMPANY/MNDecreased-2K-$460.7M
TWO SIGMA INVESTMENTS, LPDecreased-21K-$416.9M
Creative PlanningDecreased-4-$319.3M
BANK OF AMERICA CORP /DE/Decreased-2K-$281.7M
Heritage Trust CoClosed Position-30K-$182.4M
JANE STREET GROUP, LLCDecreased-7K-$180.4M
UBS Group AGDecreased-21K-$179.0M
OSAIC HOLDINGS, INC.Decreased-3K-$162.8M
Quadrature Capital LtdClosed Position-24K-$142.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HORIZON KINETICS ASSET MANAGEMENT LLC6,231,144$35.0M0.47%Share
2Ashton Thomas Private Wealth, LLC770,224$4.3M0.11%Share
3MORGAN STANLEY876,627$4.0M0.00%Share
4Moors & Cabot, Inc.736,300$4.0M0.17%Share
5PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.700,000$3.9M0.23%Share
6Principia Wealth Advisory, LLC578,756$3.5M2.41%Share
7Mountaineer Partners Management, LLC563,924$3.2M1.77%Share
8Principia Wealth Advisory, LLC531,022$3.0M1.87%Share
9LPL Financial LLC407,116$2.0M0.00%Share
10Lesa Sroufe & Co340,390$1.9M1.42%Share
11KINGSWOOD WEALTH ADVISORS, LLC191,950$1.1M0.05%Share
12Mraz, Amerine & Associates, Inc.184,236$1.0M0.15%Share
13RAYMOND JAMES FINANCIAL INC227,631$1.0M0.00%Share
14Advisory Services Network, LLC238,677$1.0M0.01%Share
15CITADEL ADVISORS LLC241,775$1.0M0.00%Share
16MORGAN STANLEY280,276$1.0M0.00%Share
17MCDANIEL TERRY & CO170,288$957K0.08%Share
18Mountaineer Partners Management, LLC168,427$946K0.53%Share
19Pingora Partners LLC135,057$759K0.46%Share
20Delta Investment Management, LLC64,565$362K0.06%Share
21Pekin Hardy Strauss, Inc.53,750$302K0.03%Share
22Greenfield Seitz Capital Management, LLC53,100$298K0.10%Share
23Meixler Investment Management, Ltd.52,100$292K0.18%Share
24Atlas Wealth Partners, LLC40,656$228K0.25%Share
25Financial Sense Advisors, Inc.40,383$226K0.04%Share
26PECAUT & CO.30,000$168K0.05%Share
27Key Client Fiduciary Advisors, LLC29,660$166K0.06%Share
28INGALLS & SNYDER LLC28,650$161K0.01%Share
29Welch Group, LLC22,008$123K0.00%Share
30State of Wyoming21,044$118K0.01%Share
31GROUP ONE TRADING LLC20,400$114K0.00%Put
32GROUP ONE TRADING LLC17,800$100K0.00%Call
33Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,682$88K0.01%Share
34BECK MACK & OLIVER LLC15,580$87K0.00%Share
35Financial Engines Advisors L.L.C.15,534$87K0.00%Share
36FOUNDATION RESOURCE MANAGEMENT INC14,565$81K0.01%Share
37V-Square Quantitative Management LLC11,430$64K0.01%Share
38Westfuller Advisors, LLC11,430$64K0.03%Share
39Evernest Financial Advisors, LLC11,000$61K0.01%Share
40RAHLFS CAPITAL, LLC11,000$61K0.05%Share
41GROUP ONE TRADING LLC10,387$58K0.00%Share
42Kovack Advisors, Inc.10,500$57K0.00%Share
43Corient Private Wealth LLC10,129$56K0.00%Share
44UBS Group AG5,052$28K0.00%Share
45AMERIFLEX GROUP, INC.5,100$28K0.01%Share
46Morse Asset Management, Inc4,400$24K0.00%Share
47UBS Group AG3,243$18K0.00%Share
48COMERICA BANK3,030$17K0.00%Share
49INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,000$16K0.00%Share
50SouthState Bank Corp2,000$11K0.00%Share

SJT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$77.0M+17
Q3 202570$76.2B-10
Q2 202580$78.8B-5
Q1 202585$65.2B+2
Q4 202483$960.4B+24
Q3 202459$10.5T-4
Q2 202463$8.2T-1
Q1 202464$8.2T—

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As of Q4 2025, 50 institutional investors hold SJT (San Juan Basin Royalty Trust). The largest holder is HORIZON KINETICS ASSET MANAGEMENT LLC with $35.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SJT?

As of Q4 2025, 50 institutional investors report holding SJT (San Juan Basin Royalty Trust) in their 13F filings.

Who is the largest institutional holder of SJT?

The largest institutional holder of SJT is HORIZON KINETICS ASSET MANAGEMENT LLC with $35.0M in shares.

Is institutional ownership of SJT increasing or decreasing?

This quarter, 15 institutions opened new positions in SJT and 3 closed their positions.