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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, Q4 2021

Institutional positions in Permian Basin Royalty Trust as of Dec 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
56
+11 vs. Q3 2021
Shares held
7.21M
+2.46M (+51.7%) vs. Q3 2021
Total value
$73.8M
+$46.5M (+170.8%) vs. Q3 2021
New holders
13
10 more added
Sold out
2
10 more reduced

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 56 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 heldQ4 2021: $73.8M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q3 2021.

Institutions holding PBT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada113$1.00K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton100$1.00K0.00%00.0%Unchanged
US Bancorp300$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.299$3.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC373$4.00K0.00%00.0%Unchanged
Shore Point Advisors, LLC488$5.00K0.00%+488New
Tower Research Capital LLC (TRC)816$8.00K0.00%+816New
Montag A & Associates Inc1,000$10.0K0.00%+1,000New
Northwestern Mutual Wealth Management Co1,099$11.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,200$12.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1,200$12.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc1,150$12.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust1,640$17.0K0.01%00.0%Unchanged
JPMorgan Chase & Co1,900$19.0K0.00%00.0%Unchanged
Bessemer Group Inc2,000$20.0K0.00%+2,000New
Wells Fargo & Company3,093$31.0K0.00%+428+16.1%Added
Newbridge Financial Services Group, Inc.3,375$34.0K0.02%+200+6.3%Added
Cullen/Frost Bankers, Inc.3,470$35.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,601$36.0K0.00%−1,135−24.0%Reduced
Carroll Financial Associates, Inc.4,065$37.0K0.00%+21+0.5%Added
Sandy Spring Bank6,524$66.0K0.00%00.0%Unchanged
Bank of America Corp7,575$76.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.7,475$76.0K0.00%−186−2.4%Reduced
Dorsey Wright & Associates7,491$76.0K0.02%+7,491New
Welch Group, LLC10,414$105.0K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.11,053$112.0K0.08%+11,053New
Schubert & Co12,513$126.0K0.13%+12,513New
Price Michael F13,841$140.0K0.02%00.0%Unchanged
Creative Planning14,269$144.0K0.00%00.0%Unchanged
Virtu Financial LLC17,125$173.0K0.02%−10,196−37.3%Reduced
Raymond James & Associates17,683$179.0K0.00%+333+1.9%Added
UBS Group AG18,099$183.0K0.00%−5,515−23.4%Reduced
Cambridge Investment Research Advisors, Inc.25,207$255.0K0.00%−1,923−7.1%Reduced
Fruth Investment Management25,400$256.0K0.07%00.0%Unchanged
Kovack Advisors, Inc.25,750$260.0K0.03%00.0%Unchanged
Capital Investment Advisors, LLC27,727$279.0K0.01%−1,175−4.1%Reduced
Beese Fulmer Investment Management, Inc.40,872$412.0K0.04%00.0%Unchanged
Resurgent Financial Advisors LLC48,000$485.0K0.40%+48,000New
Cutler Group LP51,487$520.0K0.04%+51,487New
Pathstone Family Office, LLC56,820$574.0K0.01%00.0%Unchanged
LPL Financial LLC67,357$680.0K0.00%−2,538−3.6%Reduced
Wolverine Trading, LLC88,513$859.0K0.01%+88,513New
McGowan Group Asset Management, Inc.97,733$987.0K0.17%−972−1.0%Reduced
Captrust Financial Advisors116,771$1.18M0.01%00.0%Unchanged
Capital Analysts, LLC156,773$1.58M0.10%00.0%Unchanged
Citadel Advisors LLC163,221$1.65M0.00%+138,256+553.8%Added
Morgan Stanley198,260$2.00M0.00%−14,065−6.6%Reduced
Sinecera Capital, LLC203,589$2.21M2.14%+203,589New
Simplex Trading, LLC276,797$2.79M0.09%+276,797New
Essex Financial Services, Inc.302,282$3.05M0.30%+37,903+14.3%Added
Belvedere Trading LLC286,534$3.71M0.88%+286,534New
Horizon Kinetics Asset Management LLC381,021$3.85M0.09%+53,939+16.5%Added
Group One Trading, L.P.438,429$4.43M0.08%+408,829+1,381.2%Added
Susquehanna International Group, LLP474,246$4.79M0.01%+368,235+347.4%Added
Foundation Resource Management Inc716,920$7.24M1.41%−21,700−2.9%Reduced
SoftVest Advisors, LLC2,768,139$28.0M13.67%+539,770+24.2%Added
Raymond James Financial Services Advisors, Inc.0$00.00%−12,484−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−6,836−100.0%Sold out