Permian Basin Royalty Trust
PBT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319654
No open-market purchases or sales by Permian Basin Royalty Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $504.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Permian Basin Royalty Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- +6 vs. Q1 2026
- Shares held
- 20.2M
- +288.3K (+1.5%) vs. Q1 2026
- Total value
- $504.8M
- +$77.2M (+18.1%) vs. Q1 2026
- New holders
- 15
- 29 more added
- Sold out
- 9
- 25 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $504.8M |
| Q1 2026 | 96 | $432.8M |
| Q4 2025 | 103 | $345.9M |
| Q3 2025 | 95 | $356.8M |
| Q2 2025 | 95 | $240.8M |
| Q1 2025 | 94 | $147.8M |
| Q4 2024 | 97 | $159.9M |
| Q3 2024 | 87 | $159.6M |
| Q2 2024 | 81 | $147.2M |
| Q1 2024 | 81 | $157.2M |
| Q4 2023 | 79 | $188.0M |
| Q3 2023 | 87 | $283.5M |
| Q2 2023 | 86 | $326.1M |
| Q1 2023 | 82 | $321.6M |
| Q4 2022 | 77 | $313.4M |
| Q3 2022 | 77 | $188.0M |
| Q2 2022 | 61 | $173.4M |
| Q1 2022 | 61 | $114.1M |
| Q4 2021 | 56 | $73.8M |
| Q3 2021 | 45 | $27.2M |
| Q2 2021 | 48 | $25.1M |
| Q1 2021 | 49 | $17.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,729,289 | $168.5M | 1.91% | +349,597+5.5% | Added |
| SoftVest Advisors, LLC | 6,217,107 | $155.7M | 24.76% | 00.0% | Unchanged |
| Mad River Investors | 1,005,152 | $25.2M | 9.41% | +2,012+0.2% | Added |
| Schwartz Investment Counsel Inc | 933,719 | $23.4M | 0.78% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 626,331 | $15.7M | 1.82% | −3,876−0.6% | Reduced |
| Moors & Cabot, Inc. | 570,161 | $14.3M | 0.56% | −18,481−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 424,229 | $10.6M | 0.01% | +155,244+57.7% | Added |
| HRT Financial LP | 276,005 | $6.91M | 0.01% | +105,179+61.6% | Added |
| Advisory Services Network, LLC | 249,595 | $6.25M | 0.07% | −1,841−0.7% | Reduced |
| Wells Fargo & Company | 219,718 | $5.50M | 0.00% | −11,004−4.8% | Reduced |
| Beacon Pointe Advisors, LLC | 213,303 | $5.34M | 0.02% | +55,470+35.1% | Added |
| SEI Investments Co | 211,000 | $5.28M | 0.00% | −211,000−50.0% | Reduced |
| Morgan Stanley | 206,151 | $5.16M | 0.00% | −94,753−31.5% | Reduced |
| Steel Peak Wealth Management LLC | 199,449 | $5.00M | 0.13% | +8,346+4.4% | Added |
| LPL Financial LLC | 197,716 | $4.95M | 0.00% | −13,524−6.4% | Reduced |
| Lido Advisors, LLC | 117,842 | $2.95M | 0.01% | −4,195−3.4% | Reduced |
| JPMorgan Chase & Co | 109,412 | $2.73M | 0.00% | −17,200−13.6% | Reduced |
| BWM Planning, LLC | 104,397 | $2.61M | 0.61% | 00.0% | Unchanged |
| Raymond James Financial Inc | 95,270 | $2.39M | 0.00% | +11,086+13.2% | Added |
| Atlas Wealth Partners, LLC | 82,241 | $2.06M | 2.25% | +1,097+1.4% | Added |
| Jane Street Group, LLC | 74,235 | $1.86M | 0.00% | +51,995+233.8% | Added |
| HighTower Advisors, LLC | 70,760 | $1.77M | 0.00% | −828−1.2% | Reduced |
| Promethium Advisors,llc | 68,298 | $1.71M | 0.82% | 00.0% | Unchanged |
| Bank of America Corp | 64,182 | $1.61M | 0.00% | +12,795+24.9% | Added |
| Pathstone Holdings, LLC | 62,940 | $1.58M | 0.00% | +40.0% | Added |
| Essex Financial Services, Inc. | 56,866 | $1.42M | 0.07% | −611−1.1% | Reduced |
| UBS Group AG | 55,058 | $1.38M | 0.00% | +19,751+55.9% | Added |
| MOR Wealth Management, LLC | 52,534 | $1.32M | 0.52% | 00.0% | Unchanged |
| Avondale Wealth Management | 46,330 | $1.16M | 0.47% | −2,920−5.9% | Reduced |
| Family Management Corp | 42,808 | $1.07M | 0.11% | +21,060+96.8% | Added |
| Fielder Capital Group LLC | 41,726 | $1.04M | 0.23% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 41,137 | $1.03M | 0.16% | +41,137 | New |
| Walleye Capital LLC | 40,394 | $1.01M | 0.00% | +29,924+285.8% | Added |
| EagleClaw Capital Managment, LLC | 36,600 | $916.5K | 0.12% | +1,150+3.2% | Added |
| Capital Analysts, LLC | 34,563 | $865.0K | 0.02% | −23,020−40.0% | Reduced |
| XTX Topco Ltd | 33,346 | $835.0K | 0.01% | +33,346 | New |
| Steward Partners Investment Advisory, LLC | 32,151 | $805.1K | 0.00% | −66−0.2% | Reduced |
| Captrust Financial Advisors | 26,892 | $673.4K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 26,317 | $659.0K | 0.04% | −3,300−11.1% | Reduced |
| Fruth Investment Management | 25,400 | $636.0K | 0.15% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,051 | $627.3K | 0.12% | +51+0.2% | Added |
| Group One Trading, L.P. | 21,844 | $547.0K | 0.02% | +17,168+367.2% | Added |
| Royal Bank of Canada | 21,325 | $534.0K | 0.00% | +13,800+183.4% | Added |
| CI Private Wealth, LLC | 20,865 | $522.5K | 0.00% | +1,974+10.4% | Added |
| Ronald Blue Trust, Inc. | 20,420 | $511.3K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 20,000 | $500.8K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,612 | $491.1K | 0.00% | +30+0.2% | Added |
| Welch Group, LLC | 19,298 | $483.2K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 18,541 | $464.3K | 0.00% | −1,294−6.5% | Reduced |
| Capital Investment Advisors, LLC | 18,368 | $459.9K | 0.01% | +10.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,645 | $436.1K | 0.00% | +5,181+45.2% | Added |
| Bradley Foster & Sargent Inc | 16,521 | $413.7K | 0.01% | −549−3.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,774 | $369.9K | 0.01% | +2,335+18.8% | Added |
| Ironwood Financial, llc | 12,300 | $345.1K | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13,173 | $330.0K | 0.01% | −5,095−27.9% | Reduced |
| Caption Management, LLC | 12,663 | $317.1K | 0.01% | +12,663 | New |
| First Financial Bankshares Inc | 12,000 | $300.5K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,937 | $298.9K | 0.00% | −78−0.6% | Reduced |
| CIBC Bancorp USA Inc. | 10,144 | $254.0K | 0.00% | +10,144 | New |
| Clark Asset Management, LLC | 10,000 | $250.4K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 9,950 | $249.1K | 0.00% | +9,950 | New |
| Ethos Financial Group, LLC | 8,500 | $247.7K | 0.02% | +8,500 | New |
| Reuter James Wealth Management, LLC | 9,271 | $232.1K | 0.03% | +9,271 | New |
| Toroso Investments, LLC | 8,441 | $211.4K | 0.00% | +8,441 | New |
| Post Resch Tallon Group Inc. | 8,402 | $210.4K | 0.15% | +8,402 | New |
| Argent Trust Co | 8,000 | $200.3K | 0.01% | +8,000 | New |
| Atlantic Union Bankshares Corp | 7,598 | $190.2K | 0.00% | +30.0% | Added |
| The PNC Financial Services Group, Inc. | 5,912 | $148.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,851 | $96.4K | 0.01% | −11,591−75.1% | Reduced |
| GWM Advisors LLC | 3,493 | $87.5K | 0.00% | +701+25.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,820 | $70.6K | 0.01% | −17−0.6% | Reduced |
| Simplex Trading, LLC | 2,664 | $66.7K | 0.00% | +2,149+417.3% | Added |
| CX Institutional | 2,109 | $53.0K | 0.00% | +939+80.3% | Added |
| Lummis Asset Management, LP | 1,850 | $46.3K | 0.03% | 00.0% | Unchanged |
| Access Investment Management LLC | 1,800 | $45.1K | 0.01% | −1,200−40.0% | Reduced |
| Signature Resources Capital Management, LLC | 1,800 | $45.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,500 | $37.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,416 | $35.5K | 0.00% | +1,329+1,527.6% | Added |
| BNP Paribas Arbitrage, SA | 1,262 | $31.6K | 0.00% | −1,306−50.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,212 | $30.3K | 0.00% | +50+4.3% | Added |
| Beacon Investment Advisory Services, Inc. | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,000 | $25.0K | 0.01% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 579 | $14.5K | 0.00% | +579 | New |
| BOK Financial Private Wealth, Inc. | 490 | $12.3K | 0.00% | +490 | New |
| Webster Bank, N. A. | 417 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 387 | $9.69K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 384 | $9.62K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 324 | $8.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $7.51K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 201 | $5.04K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $5.01K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $5.01K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $5.01K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $4.97K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 189 | $4.73K | 0.00% | −11−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 147 | $3.68K | 0.00% | −1,093−88.1% | Reduced |
| Buck Wealth Strategies, LLC | 100 | $2.50K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 45 | $1.12K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $449 | 0.00% | 00.0% | Unchanged |