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 | 14.97 | 6,978,841 | +12.0 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 3.47 | 1,618,089 | +39.9 | 03/31/2026 |
| 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 |
| Marshall Wace Asset Management Ltd | 0.84 | 393,635 | +0.0 | 03/31/2026 |
| LPL Financial Corp | 0.82 | 380,209 | -6.6 | 03/31/2026 |
| Lesa Sroufe & Company Inc | 0.74 | 346,870 | +1.9 | 03/31/2026 |
| 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 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 28, 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.