San Juan Basin Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 5.61 M | $33.90 M | 22.15% | 12.04% |
| CANNELL CAPITAL LLC | 11/14/2025 | 1.21 M | $7.33 M | -45.64% | 2.60% |
| MORGAN STANLEY | 11/14/2025 | 925.50 K | $5.59 M | 12.15% | 1.99% |
| MOUNTAINEER PARTNERS MANAGEMENT, LLC | 11/14/2025 | 719.05 K | $4.34 M | 0.00% | 1.54% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 637.71 K | $3.85 M | -0.55% | 1.37% |
| MOORS & CABOT, INC. | 11/14/2025 | 607.45 K | $3.67 M | 115.14% | 1.30% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10/23/2025 | 491.90 K | $2.97 M | 1.25% | 1.06% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 443.70 K | $2.68 M | 100.00% | 0.95% |
| LPL FINANCIAL LLC | 11/12/2025 | 417.50 K | $2.52 M | 3.98% | 0.90% |
| LESA SROUFE & CO | 10/23/2025 | 339.98 K | $2.05 M | 0.99% | 0.73% |
| MCDANIEL TERRY & CO | 10/22/2025 | 318.08 K | $1.92 M | 0.00% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 306.73 K | $1.85 M | -9.27% | 0.66% |
| RR ADVISORS, LLC | 11/13/2025 | 303.00 K | $1.83 M | -27.16% | 0.65% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 237.40 K | $1.43 M | 0.00% | 0.51% |
| CITADEL ADVISORS LLC | 11/14/2025 | 188.80 K | $1.14 M | -30.36% | 0.41% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 184.24 K | $1.11 M | -2.14% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 165.88 K | $1.00 M | -34.91% | 0.36% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 160.25 K | $967.90 K | -60.40% | 0.34% |
| FINANCIAL SENSE ADVISORS, INC. | 11/14/2025 | 139.73 K | $843.99 K | 100.00% | 0.30% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 76.28 K | $460.71 K | -3.86% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2025 | 76.10 K | $459.66 K | 134.64% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 69.02 K | $416.90 K | 20.75% | 0.15% |
| PINGORA PARTNERS LLC | 11/14/2025 | 63.95 K | $386.23 K | 0.00% | 0.14% |
| DELTA INVESTMENT MANAGEMENT, LLC | 10/20/2025 | 60.31 K | $364.26 K | -2.52% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2025 | 56.12 K | $339.00 K | 7.52% | 0.12% |
| 11/24/2025 | 53.10 K | $320.72 K | 6.63% | 0.11% | |
| CREATIVE PLANNING | 11/14/2025 | 52.87 K | $319.34 K | -5.54% | 0.11% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 11/06/2025 | 49.60 K | $299.58 K | 48.06% | 0.11% |
| PEAK6 LLC | 11/14/2025 | 48.20 K | $291.13 K | 0.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 46.64 K | $281.72 K | 0.28% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 44.40 K | $268.18 K | -37.90% | 0.10% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 43.32 K | $261.63 K | 0.00% | 0.09% |
| FIRST FINANCIAL BANKSHARES INC | 11/10/2025 | 37.50 K | $226.50 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2025 | 37.20 K | $224.69 K | -50.73% | 0.08% |
| XTX TOPCO LTD | 11/14/2025 | 37.03 K | $223.64 K | 15.27% | 0.08% |
| ATLAS WEALTH PARTNERS, LLC | 10/31/2025 | 35.15 K | $212.31 K | 4.46% | 0.08% |
| STATE OF WYOMING | 11/04/2025 | 31.27 K | $188.89 K | -38.28% | 0.07% |
| HERITAGE TRUST CO | 11/12/2025 | 30.20 K | $182.41 K | 0.00% | 0.06% |
| ROUNDVIEW CAPITAL LLC | 11/12/2025 | 30.00 K | $181.20 K | 0.00% | 0.06% |
| PECAUT & CO. | 11/03/2025 | 30.00 K | $181.20 K | 0.00% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 29.86 K | $180.38 K | 100.00% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 29.65 K | $179.09 K | 27.26% | 0.06% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 11/14/2025 | 28.83 K | $174.10 K | 0.00% | 0.06% |
| INGALLS & SNYDER LLC | 11/07/2025 | 28.65 K | $173.00 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 28.06 K | $162.78 K | -7.32% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 27.70 K | $167.31 K | -27.11% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 25.50 K | $154.02 K | 15.91% | 0.05% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 23.55 K | $142.62 K | 100.00% | 0.05% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 22.46 K | $135.63 K | -31.52% | 0.05% |
| WELCH GROUP, LLC | 10/14/2025 | 22.01 K | $132.93 K | 0.00% | 0.05% |
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San Juan Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were:
Lesa Sroufe & Co: 340,390
Delta Investment Management, LLC: 64,565
Pekin Hardy Strauss, Inc.: 53,750
V-Square Quantitative Management LLC: 11,430
Westfuller Advisors, LLC: 11,430
Morse Asset Management, Inc: 4,400
31.30% of San Juan Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 15.97 M shares in the last 24 months. This purchase volume represents approximately $90.25 M in transactions.