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 | 05/15/2026 | 6.98 M | $33.57 M | 12.00% | 14.97% |
| MORGAN STANLEY | 05/15/2026 | 1.62 M | $7.78 M | 39.86% | 3.47% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 939.23 K | $4.52 M | 34.18% | 2.02% |
| CANNELL CAPITAL LLC | 05/15/2026 | 909.46 K | $4.37 M | 8.81% | 1.95% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 867.71 K | $4.17 M | 12.66% | 1.86% |
| MOORS & CABOT, INC. | 05/08/2026 | 851.88 K | $4.10 M | 15.70% | 1.83% |
| MARSHALL WACE, LLP | 05/15/2026 | 393.64 K | $1.89 M | 100.00% | 0.84% |
| LPL FINANCIAL LLC | 05/06/2026 | 380.21 K | $1.83 M | -6.61% | 0.82% |
| LESA SROUFE & CO | 04/27/2026 | 346.87 K | $1.67 M | 1.90% | 0.74% |
| MCDANIEL TERRY & CO | 05/05/2026 | 318.08 K | $1.53 M | 86.79% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 293.51 K | $1.41 M | -15.20% | 0.63% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 242.38 K | $1.17 M | 1.55% | 0.52% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 184.24 K | $884.33 K | 0.00% | 0.40% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 165.95 K | $796.56 K | -13.55% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2026 | 154.24 K | $741.91 K | -36.20% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 136.90 K | $658.49 K | 8.65% | 0.29% |
| PINGORA PARTNERS LLC | 05/15/2026 | 135.06 K | $648.27 K | 0.00% | 0.29% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 118.33 K | $568.01 K | 596.08% | 0.25% |
| XTX TOPCO LTD | 05/15/2026 | 95.89 K | $461.23 K | 17.34% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 88.25 K | $424.47 K | 250.23% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 80.31 K | $386.30 K | -14.65% | 0.17% |
| CITADEL ADVISORS LLC | 05/15/2026 | 76.70 K | $368.93 K | -17.88% | 0.16% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 74.42 K | $357.98 K | -0.32% | 0.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 70.60 K | $340.00 K | 2.43% | 0.15% |
| DELTA INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 57.45 K | $275.74 K | -11.03% | 0.12% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 56.75 K | $272.97 K | 5.58% | 0.12% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 05/06/2026 | 53.90 K | $252.79 K | 3.45% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 53.84 K | $258.97 K | 13.00% | 0.12% |
| 04/24/2026 | 53.10 K | $255.41 K | 0.00% | 0.11% | |
| CREATIVE PLANNING | 05/12/2026 | 52.87 K | $253.76 K | 0.00% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 47.64 K | $229.15 K | 112.42% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 45.08 K | $216.83 K | 0.00% | 0.10% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 44.32 K | $212.72 K | 2.31% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 43.80 K | $210.68 K | 44.08% | 0.09% |
| ATLAS WEALTH PARTNERS, LLC | 04/29/2026 | 42.11 K | $202.11 K | 3.57% | 0.09% |
| FIRST FINANCIAL BANKSHARES INC | 05/11/2026 | 37.50 K | $180.38 K | 0.00% | 0.08% |
| STATE OF WYOMING | 05/13/2026 | 36.60 K | $176.03 K | 73.90% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 33.69 K | $162.00 K | -1.03% | 0.07% |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 04/09/2026 | 32.58 K | $156.36 K | 9.83% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 32.48 K | $156.24 K | 0.00% | 0.07% |
| WELCH GROUP, LLC | 04/21/2026 | 30.01 K | $144.04 K | 36.35% | 0.06% |
| ROUNDVIEW CAPITAL LLC | 05/08/2026 | 30.00 K | $144.00 K | 0.00% | 0.06% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 05/05/2026 | 28.83 K | $138.65 K | 0.00% | 0.06% |
| INGALLS & SNYDER LLC | 05/13/2026 | 28.65 K | $138.00 K | 0.00% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 25.00 K | $120.25 K | 95.31% | 0.05% |
| GK WEALTH MANAGEMENT LLC | 04/07/2026 | 20.50 K | $101.27 K | 100.00% | 0.04% |
| 04/07/2026 | 20.50 K | $101.27 K | 0.00% | 0.04% | |
| UBS GROUP AG | 05/05/2026 | 19.80 K | $95.22 K | 138.65% | 0.04% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 19.65 K | $94.53 K | 100.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 15.71 K | $75.44 K | 1.37% | 0.03% |
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San Juan Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 6.98 M
MORGAN STANLEY: 1.62 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 939,225
CANNELL CAPITAL LLC: 909,463
Ashton Thomas Private Wealth, LLC: 867,711
Moors & Cabot, Inc.: 851,880
35.30% of San Juan Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 19.09 M shares in the last 24 months. This purchase volume represents approximately $97.74 M in transactions.