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 2025
Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2025. 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
- 94
- +1 vs. Q4 2024
- Shares held
- 14.9M
- +502.4K (+3.5%) vs. Q4 2024
- Total value
- $147.8M
- −$11.9M (−7.5%) vs. Q4 2024
- New holders
- 10
- 30 more added
- Sold out
- 9
- 23 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 4,429,695 | $43.9M | 7.77% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,134,327 | $41.0M | 0.46% | +188,244+4.8% | Added |
| Schwartz Investment Counsel Inc | 1,486,902 | $14.7M | 0.50% | +100,000+7.2% | Added |
| Foundation Resource Management Inc | 647,872 | $6.42M | 1.01% | −14,669−2.2% | Reduced |
| Moors & Cabot, Inc. | 507,293 | $5.03M | 0.26% | −86,928−14.6% | Reduced |
| Mad River Investors | 471,693 | $4.67M | 1.98% | +225,400+91.5% | Added |
| Hosking Partners LLP | 304,966 | $3.02M | 0.13% | −2,585−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 257,267 | $2.55M | 0.00% | +36,740+16.7% | Added |
| Wells Fargo & Company | 244,514 | $2.42M | 0.00% | +11,021+4.7% | Added |
| LPL Financial LLC | 236,783 | $2.35M | 0.00% | −55,262−18.9% | Reduced |
| Beacon Pointe Advisors, LLC | 138,509 | $1.37M | 0.02% | −415−0.3% | Reduced |
| Promethium Advisors,llc | 131,829 | $1.31M | 0.84% | +41,797+46.4% | Added |
| Morgan Stanley | 129,697 | $1.29M | 0.00% | −16,247−11.1% | Reduced |
| Pathstone Holdings, LLC | 125,872 | $1.25M | 0.01% | +62,820+99.6% | Added |
| Lido Advisors, LLC | 118,842 | $1.18M | 0.01% | +4,200+3.7% | Added |
| Ofi Invest Asset Management | 124,017 | $1.14M | 0.03% | 00.0% | Unchanged |
| BWM Planning, LLC | 104,397 | $1.03M | 0.44% | 00.0% | Unchanged |
| Capital Analysts, LLC | 77,178 | $765.0K | 0.03% | −740−0.9% | Reduced |
| UBS Group AG | 67,788 | $671.8K | 0.00% | +7,959+13.3% | Added |
| Atlas Wealth Partners, LLC | 67,363 | $666.0K | 0.82% | +1,265+1.9% | Added |
| Lazard Asset Management LLC | 66,438 | $658.0K | 0.00% | +10,170+18.1% | Added |
| Simplex Trading, LLC | 63,679 | $631.0K | 0.02% | +41,817+191.3% | Added |
| Essex Financial Services, Inc. | 59,172 | $586.4K | 0.04% | −1,754−2.9% | Reduced |
| Advisory Services Network, LLC | 57,584 | $570.7K | 0.01% | +57,584 | New |
| Citadel Advisors LLC | 54,564 | $540.7K | 0.00% | −14,318−20.8% | Reduced |
| Fielder Capital Group LLC | 48,218 | $477.8K | 0.14% | 00.0% | Unchanged |
| Napatree Capital LLC | 46,273 | $456.7K | 0.26% | +23,710+105.1% | Added |
| Beese Fulmer Investment Management, Inc. | 33,217 | $328.2K | 0.03% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 31,700 | $314.1K | 0.05% | −3,000−8.6% | Reduced |
| Susquehanna International Group, LLP | 31,400 | $311.2K | 0.00% | −1,087−3.3% | Reduced |
| State of Wyoming | 31,113 | $308.3K | 0.04% | +13,105+72.8% | Added |
| Steward Partners Investment Advisory, LLC | 30,854 | $305.8K | 0.00% | +1,387+4.7% | Added |
| Avondale Wealth Management | 29,000 | $287.4K | 0.18% | +10,000+52.6% | Added |
| HighTower Advisors, LLC | 28,981 | $287.1K | 0.00% | −184−0.6% | Reduced |
| Captrust Financial Advisors | 28,682 | $284.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 26,302 | $260.7K | 0.00% | −29,878−53.2% | Reduced |
| Fruth Investment Management | 25,400 | $250.0K | 0.07% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,000 | $247.8K | 0.07% | +5,000+25.0% | Added |
| Qube Research & Technologies Ltd | 22,146 | $219.5K | 0.00% | +3,059+16.0% | Added |
| Kingswood Wealth Advisors, LLC | 22,118 | $218.3K | 0.02% | −12,682−36.4% | Reduced |
| Ronald Blue Trust, Inc. | 20,420 | $202.4K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 20,268 | $201.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 20,000 | $198.2K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 18,860 | $186.1K | 0.00% | −898−4.5% | Reduced |
| Welch Group, LLC | 18,200 | $180.4K | 0.01% | +7,384+68.3% | Added |
| State Street Corp | 17,678 | $175.5K | 0.00% | +2,924+19.8% | Added |
| Group One Trading, L.P. | 16,253 | $161.1K | 0.01% | +16,253 | New |
| Apollon Wealth Management, LLC | 15,675 | $155.3K | 0.00% | +286+1.9% | Added |
| Pekin Hardy Strauss, Inc. | 15,500 | $153.6K | 0.02% | +2,500+19.2% | Added |
| PFG Investments, LLC | 14,070 | $139.4K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,972 | $138.5K | 0.00% | +2,284+19.5% | Added |
| Virtus Investment Advisers, Inc. | 13,420 | $133.0K | 0.04% | +13,420 | New |
| Creative Planning | 13,092 | $129.6K | 0.00% | −98−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 12,666 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $121.9K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,132 | $120.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,980 | $119.0K | 0.00% | −8,745−42.2% | Reduced |
| First Financial Bankshares Inc | 12,000 | $118.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,442 | $113.2K | 0.00% | −86−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,650 | $105.6K | 0.00% | −286−2.6% | Reduced |
| Bank of America Corp | 10,268 | $101.8K | 0.00% | −10,849−51.4% | Reduced |
| Sandy Spring Bank | 6,524 | $64.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,335 | $62.8K | 0.01% | +6,250+7,352.9% | Added |
| The PNC Financial Services Group, Inc. | 5,912 | $58.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,375 | $53.0K | 0.00% | −3,050−36.2% | Reduced |
| JPMorgan Chase & Co | 4,469 | $44.3K | 0.00% | −313−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,678 | $26.5K | 0.00% | +400+17.6% | Added |
| GWM Advisors LLC | 2,458 | $24.4K | 0.00% | +736+42.7% | Added |
| Golden State Wealth Management, LLC | 2,446 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Lummis Asset Management, LP | 1,850 | $18.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $17.8K | 0.02% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,333 | $12.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,000 | $9.91K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 938 | $9.30K | 0.00% | +634+208.6% | Added |
| Manchester Capital Management LLC | 750 | $7.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $7.40K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 565 | $5.59K | 0.01% | +85+17.7% | Added |
| Vermillion Wealth Management, Inc. | 508 | $5.01K | 0.00% | +3+0.6% | Added |
| Bokf, NA | 462 | $4.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 439 | $4.34K | 0.00% | +2+0.5% | Added |
| Caitong International Asset Management Co., Ltd | 393 | $3.90K | 0.00% | +393 | New |
| Medallion Wealth Advisors, LLC | 384 | $3.88K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 299 | $2.96K | 0.00% | −435−59.3% | Reduced |
| Fortis Group Advisors, LLC | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 161 | $1.59K | 0.00% | +161 | New |
| Fifth Third Bancorp | 87 | $862 | 0.00% | +87 | New |
| Signaturefd, LLC | 87 | $859 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 86 | $857 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 12 | $119 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $69 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 5 | $50 | 0.00% | +5 | New |
| FMR LLC | 3 | $28 | 0.00% | +3 | New |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −49,947−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,885−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22,645−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |