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 | 08/11/2026 | 7.49 M | $24.06 M | 7.38% | 16.08% |
| MORGAN STANLEY | 08/13/2026 | 1.56 M | $5.02 M | -3.38% | 3.35% |
| CANNELL CAPITAL LLC | 08/18/2026 | 1.21 M | $3.89 M | 33.35% | 2.60% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 946.04 K | $3.04 M | 9.03% | 2.03% |
| MOORS & CABOT, INC. | 08/10/2026 | 859.19 K | $2.76 M | 0.86% | 1.84% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 641.41 K | $2.06 M | -31.71% | 1.38% |
| LESA SROUFE & CO | 07/22/2026 | 581.26 K | $1.87 M | 67.57% | 1.25% |
| MARSHALL WACE, LLP | 08/13/2026 | 540.09 K | $1.73 M | 37.21% | 1.16% |
| MCDANIEL TERRY & CO | 07/30/2026 | 318.08 K | $1.02 M | 0.00% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 254.81 K | $817.93 K | -13.19% | 0.55% |
| CITADEL ADVISORS LLC | 09/02/2026 | 242.93 K | $779.80 K | 57.50% | 0.52% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 240.38 K | $771.61 K | -0.83% | 0.52% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 184.24 K | $591.40 K | 0.00% | 0.40% |
| JANE STREET GROUP, LLC | 08/14/2026 | 180.11 K | $578.17 K | 278.07% | 0.39% |
| XTX TOPCO LTD | 08/14/2026 | 170.92 K | $548.66 K | 78.25% | 0.37% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 155.45 K | $499.00 K | -6.33% | 0.33% |
| LPL FINANCIAL LLC | 08/07/2026 | 148.08 K | $475.34 K | -61.05% | 0.32% |
| PINGORA PARTNERS LLC | 08/14/2026 | 135.06 K | $433.53 K | 0.00% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 95.66 K | $307.06 K | 77.67% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 95.41 K | $306.24 K | 8.11% | 0.20% |
| UBS GROUP AG | 08/13/2026 | 90.16 K | $289.41 K | 355.44% | 0.19% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 73.43 K | $235.70 K | -1.34% | 0.16% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 64.37 K | $206.62 K | 100.00% | 0.14% |
| GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | 08/12/2026 | 53.10 K | $170.45 K | 0.00% | 0.11% |
| CREATIVE PLANNING | 08/13/2026 | 53.01 K | $170.15 K | 0.26% | 0.11% |
| INGALLS & SNYDER LLC | 08/14/2026 | 48.65 K | $156.00 K | 69.81% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 45.00 K | $144.45 K | -61.97% | 0.10% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 08/03/2026 | 44.60 K | $143.17 K | -17.25% | 0.10% |
| ATLAS WEALTH PARTNERS, LLC | 07/27/2026 | 40.11 K | $128.74 K | -4.75% | 0.09% |
| PKS ADVISORY SERVICES, LLC | 08/04/2026 | 37.88 K | $121.60 K | 100.00% | 0.08% |
| FIRST FINANCIAL BANKSHARES INC | 08/11/2026 | 37.50 K | $120.38 K | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 37.40 K | $120.05 K | -17.04% | 0.08% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 35.75 K | $114.76 K | -37.00% | 0.08% |
| WELCH GROUP, LLC | 07/23/2026 | 35.51 K | $113.98 K | 18.33% | 0.08% |
| ARGENT TRUST CO | 08/06/2026 | 35.10 K | $112.67 K | 100.00% | 0.08% |
| DELTA INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 34.46 K | $110.62 K | -40.01% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 33.00 K | $106.00 K | -2.04% | 0.07% |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 07/09/2026 | 31.85 K | $101.86 K | -2.23% | 0.07% |
| ROUNDVIEW CAPITAL LLC | 07/30/2026 | 30.00 K | $96.30 K | 0.00% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 28.48 K | $91.43 K | -12.31% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 27.70 K | $89.00 K | -60.76% | 0.06% |
| HRT FINANCIAL LP | 08/14/2026 | 27.47 K | $88.00 K | 100.00% | 0.06% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 08/12/2026 | 21.33 K | $68.45 K | -26.02% | 0.05% |
| DWR WEALTH MANAGEMENT, LLC | 07/08/2026 | 20.50 K | $60.68 K | 0.00% | 0.04% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 20.37 K | $65.38 K | 334.12% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.13 K | $51.78 K | -79.91% | 0.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 16.00 K | $51.36 K | -63.47% | 0.03% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 15.68 K | $50.34 K | 0.00% | 0.03% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 08/14/2026 | 15.53 K | $49.86 K | 0.00% | 0.03% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 15.00 K | $48.15 K | 50.00% | 0.03% |
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San Juan Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 146 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 7.49 M
MORGAN STANLEY: 1.56 M
CANNELL CAPITAL LLC: 1.21 M
Ashton Thomas Private Wealth, LLC: 946,043
Moors & Cabot, Inc.: 859,190
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 641,414
37.14% of San Juan Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 19.49 M shares in the last 24 months. This purchase volume represents approximately $99.78 M in transactions.