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 | 02/11/2026 | 6.23 M | $35.02 M | 11.03% | 13.37% |
| MORGAN STANLEY | 02/13/2026 | 1.16 M | $6.50 M | 25.00% | 2.48% |
| CANNELL CAPITAL LLC | 02/17/2026 | 835.80 K | $4.70 M | -31.10% | 1.79% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 770.22 K | $4.33 M | 20.78% | 1.65% |
| MOORS & CABOT, INC. | 02/10/2026 | 736.30 K | $4.14 M | 21.21% | 1.58% |
| MOUNTAINEER PARTNERS MANAGEMENT, LLC | 02/13/2026 | 732.35 K | $4.12 M | 1.85% | 1.57% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 700.00 K | $3.93 M | 57.76% | 1.50% |
| PRINCIPIA WEALTH ADVISORY, LLC | 02/10/2026 | 531.02 K | $2.98 M | -8.25% | 1.14% |
| LPL FINANCIAL LLC | 02/11/2026 | 407.12 K | $2.29 M | -2.49% | 0.87% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 346.11 K | $1.95 M | 12.84% | 0.74% |
| LESA SROUFE & CO | 01/22/2026 | 340.39 K | $1.91 M | 0.12% | 0.73% |
| CITADEL ADVISORS LLC | 02/17/2026 | 241.78 K | $1.36 M | 217.70% | 0.52% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 238.68 K | $1.34 M | 0.54% | 0.51% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 191.95 K | $1.08 M | -60.98% | 0.41% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 184.24 K | $1.04 M | 0.00% | 0.40% |
| MCDANIEL TERRY & CO | 02/10/2026 | 170.29 K | $957.02 K | -46.46% | 0.37% |
| PINGORA PARTNERS LLC | 02/13/2026 | 135.06 K | $759.02 K | 111.20% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 126.00 K | $708.12 K | 183.78% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 94.10 K | $528.85 K | -43.27% | 0.20% |
| CITADEL ADVISORS LLC | 02/17/2026 | 93.40 K | $524.91 K | 151.08% | 0.20% |
| XTX TOPCO LTD | 02/17/2026 | 81.72 K | $459.28 K | 120.72% | 0.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 74.66 K | $419.60 K | -2.12% | 0.16% |
| ROYAL BANK OF CANADA | 02/17/2026 | 68.92 K | $387.00 K | 22.80% | 0.15% |
| DELTA INVESTMENT MANAGEMENT, LLC | 01/30/2026 | 64.57 K | $362.86 K | 7.06% | 0.14% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 53.75 K | $302.08 K | 258.33% | 0.12% |
| 02/12/2026 | 53.10 K | $298.42 K | 0.00% | 0.11% | |
| CREATIVE PLANNING | 02/17/2026 | 52.87 K | $297.11 K | -0.01% | 0.11% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 02/13/2026 | 52.10 K | $292.80 K | 5.04% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 47.65 K | $267.78 K | -30.97% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 45.08 K | $253.35 K | -3.35% | 0.10% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 43.32 K | $243.44 K | 0.00% | 0.09% |
| ATLAS WEALTH PARTNERS, LLC | 01/26/2026 | 40.66 K | $228.49 K | 15.66% | 0.09% |
| FINANCIAL SENSE ADVISORS, INC. | 02/13/2026 | 40.38 K | $226.95 K | -71.10% | 0.09% |
| FIRST FINANCIAL BANKSHARES INC | 02/12/2026 | 37.50 K | $210.75 K | 0.00% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 34.04 K | $191.00 K | 100.00% | 0.07% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 33.41 K | $187.79 K | 53.95% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 32.48 K | $182.55 K | 100.00% | 0.07% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.40 K | $170.85 K | -83.90% | 0.07% |
| ROUNDVIEW CAPITAL LLC | 02/09/2026 | 30.00 K | $168.60 K | 0.00% | 0.06% |
| PECAUT & CO. | 02/10/2026 | 30.00 K | $168.60 K | 0.00% | 0.06% |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 01/28/2026 | 29.66 K | $166.69 K | 100.00% | 0.06% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 02/10/2026 | 28.83 K | $162.00 K | 0.00% | 0.06% |
| INGALLS & SNYDER LLC | 02/13/2026 | 28.65 K | $161.00 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 25.20 K | $141.61 K | -10.20% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.43 K | $126.04 K | -24.90% | 0.05% |
| WELCH GROUP, LLC | 01/26/2026 | 22.01 K | $123.69 K | 0.00% | 0.05% |
| STATE OF WYOMING | 02/11/2026 | 21.04 K | $118.27 K | -32.71% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.90 K | $100.60 K | -29.80% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 17.00 K | $95.54 K | 0.00% | 0.04% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 15.68 K | $88.14 K | 0.00% | 0.03% |
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San Juan Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 6.23 M
MORGAN STANLEY: 1.16 M
CANNELL CAPITAL LLC: 835,799
Ashton Thomas Private Wealth, LLC: 770,224
Moors & Cabot, Inc.: 736,300
Mountaineer Partners Management, LLC: 732,351
33.09% of San Juan Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 17.54 M shares in the last 24 months. This purchase volume represents approximately $90.70 M in transactions.