Companies / San Juan Basin Royalty Trust

San Juan Basin Royalty Trust

NYSECIK 319655DALLAS, TX

Ownership

13F as of Jun 30, 2026

Share count not yet available for this company — ownership percentages can’t be computed.

Insiders 0

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Insider% of sharesShares
No insiders recorded yet.

Institutional holders 89

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HolderValue% of shares
Horizon Kinetics Asset Management LLC$33.57M—
Morgan Stanley$6.50M—
Punch & Associates Investment Management, Inc.$4.52M—
Cannell Capital LLC$4.37M—
Ashton Thomas Private Wealth, LLC$4.33M—
Moors & Cabot, Inc.$4.14M—
Mountaineer Partners Management, LLC$4.12M—
Principia Wealth Advisory, LLC$2.98M—
Raymond James Financial Inc$1.95M—
Marshall Wace, LLP$1.89M—

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Horizon Kinetics Asset Management LLC
13F manager
AddCommon stock$3.60M+748K
+12.00%
6,978,841
low
Q1 2026
as of
Marshall Wace, LLP
13F manager
NewCommon stock$1.89M+394K
393,635
low
Q1 2026
as of
Punch & Associates Investment Management, Inc.
13F manager
AddCommon stock$1.15M+239K
+34.17%
939,225
low
Q2 2026
as of
LPL Financial LLC
13F manager
TrimCommon stock$-831.5K-259K
-63.63%
148,082
low
Q1 2026
as of
McDaniel Terry & Co
13F manager
AddCommon stock$710.9K+148K
+86.79%
318,076
low
Q1 2026
as of
Cannell Capital LLC
13F manager
AddCommon stock$354.3K+74K
+8.81%
909,463
low
Q4 2025
as of
Principia Wealth Advisory, LLC
13F manager
TrimCommon stock$-268.3K-48K
-8.25%
531,022
low
Q1 2026
as of
Financial Sense Advisors, Inc.
13F manager
ExitCommon stock$-227.0K-40K
-100.00%
0
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Horizon Kinetics Asset Management LLCPassive13G/A—6,231,144—
Horizon Kinetics Asset Management LLCPassive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
———798241105—