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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, Q1 2021

Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2021. 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
49
No complete 13F data for Q4 2020
Shares held
4.43M
No complete 13F data for Q4 2020
Total value
$17.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 49 institutions
Q1 2021: 49 institutionsQ2 2021: 48 institutionsQ3 2021: 45 institutionsQ4 2021: 56 institutionsQ1 2022: 61 institutionsQ2 2022: 61 institutionsQ3 2022: 77 institutionsQ4 2022: 77 institutionsQ1 2023: 82 institutionsQ2 2023: 86 institutionsQ3 2023: 87 institutionsQ4 2023: 79 institutionsQ1 2024: 81 institutionsQ2 2024: 81 institutionsQ3 2024: 87 institutionsQ4 2024: 97 institutionsQ1 2025: 94 institutionsQ2 2025: 95 institutionsQ3 2025: 95 institutionsQ4 2025: 103 institutionsQ1 2026: 96 institutionsQ2 2026: 100 institutions
Value heldQ1 2021: $17.6M
Q1 2021: $17.6MQ2 2021: $25.1MQ3 2021: $27.2MQ4 2021: $73.8MQ1 2022: $114.1MQ2 2022: $173.4MQ3 2022: $188.0MQ4 2022: $313.4MQ1 2023: $321.6MQ2 2023: $326.1MQ3 2023: $283.5MQ4 2023: $188.0MQ1 2024: $157.2MQ2 2024: $147.2MQ3 2024: $159.6MQ4 2024: $159.9MQ1 2025: $147.8MQ2 2025: $240.8MQ3 2025: $356.8MQ4 2025: $345.9MQ1 2026: $432.8MQ2 2026: $504.8M
Institutions holding PBT and their total value by quarter
QuarterHoldersValue
Q2 2026100$504.8M
Q1 202696$432.8M
Q4 2025103$345.9M
Q3 202595$356.8M
Q2 202595$240.8M
Q1 202594$147.8M
Q4 202497$159.9M
Q3 202487$159.6M
Q2 202481$147.2M
Q1 202481$157.2M
Q4 202379$188.0M
Q3 202387$283.5M
Q2 202386$326.1M
Q1 202382$321.6M
Q4 202277$313.4M
Q3 202277$188.0M
Q2 202261$173.4M
Q1 202261$114.1M
Q4 202156$73.8M
Q3 202145$27.2M
Q2 202148$25.1M
Q1 202149$17.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PBT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SoftVest Advisors, LLC1,887,005$7.51M3.19%––
Foundation Resource Management Inc759,029$3.02M0.72%––
Horizon Kinetics Asset Management LLC337,772$1.34M0.03%––
FMR LLC332,776$1.32M0.00%––
Capital Analysts, LLC159,193$634.0K0.04%––
Morgan Stanley123,558$492.0K0.00%––
McGowan Group Asset Management, Inc.110,225$439.0K0.07%––
California Public Employees Retirement System95,006$378.0K0.00%––
Captrust Financial Advisors91,771$366.0K0.00%––
LPL Financial LLC63,328$252.0K0.00%––
Pathstone Family Office, LLC56,820$226.0K0.01%––
Western Wealth Management, LLC54,350$216.0K0.03%––
Beese Fulmer Investment Management, Inc.42,572$169.0K0.02%––
Capital Investment Advisors, LLC30,352$121.0K0.00%––
Susquehanna International Group, LLP26,379$105.0K0.00%––
Kovack Advisors, Inc.24,250$97.0K0.01%––
Fruth Investment Management23,900$95.0K0.03%––
Cambridge Investment Research Advisors, Inc.23,168$92.0K0.00%––
Ameriprise Financial Inc21,799$87.0K0.00%––
UBS Group AG19,814$79.0K0.00%––
Raymond James & Associates17,350$69.0K0.00%––
Citadel Advisors LLC14,452$58.0K0.00%––
Creative Planning13,961$56.0K0.00%––
Price Michael F13,841$55.0K0.01%––
Virtu Financial LLC12,872$51.0K0.00%––
The PNC Financial Services Group, Inc.11,286$44.0K0.00%––
Jane Street Group, LLC10,949$44.0K0.00%––
Simplex Trading, LLC7,056$28.0K0.00%––
Sandy Spring Bank6,524$26.0K0.00%––
Bank of America Corp6,379$25.0K0.00%––
Advisor Group Holdings, Inc.5,209$21.0K0.00%––
Cullen/Frost Bankers, Inc.3,470$14.0K0.00%––
Carroll Financial Associates, Inc.3,696$14.0K0.00%––
Wells Fargo & Company2,660$10.0K0.00%––
Brewin Dolphin Ltd2,230$8.88K0.00%––
JPMorgan Chase & Co1,900$8.00K0.00%––
CoreFirst Bank & Trust1,640$7.00K0.00%––
Bank of Montreal1,472$6.00K0.00%––
Royal Bank of Canada1,481$6.00K0.00%––
Stonebridge Capital Advisors LLC1,200$5.00K0.00%––
NEXT Financial Group, Inc1,150$5.00K0.00%––
Northwestern Mutual Wealth Management Co1,099$4.00K0.00%––
FormulaFolio Investments, LLC1,005$4.00K0.00%––
Tower Research Capital LLC (TRC)538$2.00K0.00%––
Ameritas Investment Company, LLC278$1.11K0.00%––
US Bancorp300$1.00K0.00%––
Harbour Investments, Inc.348$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC373$1.00K0.00%––
RMR Wealth Builders275$1.00K0.00%––