San Juan Basin Royalty Trust
Ownership
Ownership Structure
Who owns San Juan Basin Royalty Trust (SJT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 83.9% of the shares are freely tradable; institutional investors hold 38.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Horizon Asset Management Inc/ny | 16.08 | 7,494,020 | +7.4 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 3.35 | 1,563,319 | -3.4 | 06/30/2026 |
| Cannell Capital LLC | 2.60 | 1,212,760 | +33.3 | 06/30/2026 |
| Moors & Cabot Inc | 1.84 | 859,190 | +0.9 | 06/30/2026 |
| Punch & Associates Inv Mgmt Inc | 1.38 | 641,414 | -31.7 | 06/30/2026 |
| MRM-HORIZON ADVISORS LLC | 1.28 | 597,500 | +0.0 | 09/30/2026 |
| Lesa Sroufe & Company Inc | 1.25 | 581,264 | +67.6 | 06/30/2026 |
| Marshall Wace Asset Management Ltd | 1.16 | 540,087 | +37.2 | 06/30/2026 |
| Mcdaniel Terry & Co | 0.68 | 318,076 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Horizon Kinetics Inflation Bnfcrs ETF | 2.75 | 1,283,345 | +0.0 | 10/29/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Oliver Eric L | 10% Owner | 4,942,794 | 21,748,294 $ | Nov 10, 2026 | indirect |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Nov 10, 2026 | Oliver Eric L | 10% Owner | Buy | 259,605 | 4.14 | 1,074,765 |
| Nov 9, 2026 | Oliver Eric L | 10% Owner | Buy | 92,759 | 3.56 | 330,222 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 12, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.