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 2025
Institutional positions in Permian Basin Royalty Trust as of Jun 30, 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
- 95
- +3 vs. Q1 2025
- Shares held
- 19.3M
- +4.44M (+29.8%) vs. Q1 2025
- Total value
- $240.8M
- +$93.6M (+63.5%) vs. Q1 2025
- New holders
- 19
- 30 more added
- Sold out
- 16
- 20 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 6,206,624 | $77.3M | 15.69% | +1,776,929+40.1% | Added |
| Horizon Kinetics Asset Management LLC | 5,839,825 | $72.8M | 0.86% | +1,705,498+41.3% | Added |
| Schwartz Investment Counsel Inc | 1,449,709 | $18.0M | 0.59% | −37,193−2.5% | Reduced |
| Mad River Investors | 883,917 | $11.0M | 4.93% | +412,224+87.4% | Added |
| Foundation Resource Management Inc | 643,257 | $8.01M | 1.24% | −4,615−0.7% | Reduced |
| Moors & Cabot, Inc. | 530,208 | $6.61M | 0.31% | +22,915+4.5% | Added |
| Hosking Partners LLP | 308,549 | $3.84M | 0.15% | +3,583+1.2% | Added |
| Morgan Stanley | 293,492 | $3.66M | 0.00% | +163,795+126.3% | Added |
| Commonwealth Equity Services, LLC | 265,724 | $3.31M | 0.00% | +8,457+3.3% | Added |
| Advisory Services Network, LLC | 246,391 | $3.30M | 0.05% | +188,807+327.9% | Added |
| Wells Fargo & Company | 245,398 | $3.06M | 0.00% | +884+0.4% | Added |
| LPL Financial LLC | 235,797 | $2.94M | 0.00% | −986−0.4% | Reduced |
| Group One Trading, L.P. | 197,713 | $2.46M | 0.08% | +181,460+1,116.5% | Added |
| Citadel Advisors LLC | 142,059 | $1.77M | 0.00% | +87,495+160.4% | Added |
| Beacon Pointe Advisors, LLC | 138,593 | $1.72M | 0.02% | +84+0.1% | Added |
| Lido Advisors, LLC | 117,842 | $1.47M | 0.01% | −1,000−0.8% | Reduced |
| JPMorgan Chase & Co | 104,298 | $1.30M | 0.00% | +99,829+2,233.8% | Added |
| BWM Planning, LLC | 103,725 | $1.29M | 0.45% | −672−0.6% | Reduced |
| Bessemer Group Inc | 96,021 | $1.20M | 0.00% | +94,021+4,701.1% | Added |
| Atlas Wealth Partners, LLC | 77,163 | $960.0K | 1.11% | +9,800+14.5% | Added |
| Promethium Advisors,llc | 71,230 | $887.2K | 0.54% | −60,599−46.0% | Reduced |
| Capital Analysts, LLC | 70,323 | $876.0K | 0.03% | −6,855−8.9% | Reduced |
| Raymond James Financial Inc | 64,466 | $803.2K | 0.00% | +38,164+145.1% | Added |
| Pathstone Holdings, LLC | 62,936 | $784.3K | 0.00% | −62,936−50.0% | Reduced |
| Essex Financial Services, Inc. | 59,174 | $737.3K | 0.05% | +20.0% | Added |
| UBS Group AG | 54,642 | $680.8K | 0.00% | −13,146−19.4% | Reduced |
| Fielder Capital Group LLC | 48,218 | $600.8K | 0.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 46,335 | $577.3K | 0.00% | +46,335 | New |
| Bradley Foster & Sargent Inc | 44,975 | $559.0K | 0.01% | +44,975 | New |
| HighTower Advisors, LLC | 40,537 | $505.0K | 0.00% | +11,556+39.9% | Added |
| EagleClaw Capital Managment, LLC | 35,700 | $444.8K | 0.07% | +4,000+12.6% | Added |
| Beese Fulmer Investment Management, Inc. | 31,917 | $397.0K | 0.03% | −1,300−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,895 | $385.0K | 0.00% | +41+0.1% | Added |
| Captrust Financial Advisors | 28,682 | $357.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 28,215 | $351.6K | 0.04% | −2,898−9.3% | Reduced |
| Fruth Investment Management | 25,400 | $315.0K | 0.09% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,000 | $311.5K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $254.4K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 20,268 | $253.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,270 | $252.6K | 0.00% | +9,620+90.3% | Added |
| Resurgent Financial Advisors LLC | 20,000 | $249.2K | 0.14% | 00.0% | Unchanged |
| State Street Corp | 18,646 | $232.6K | 0.00% | +968+5.5% | Added |
| Quadrature Capital Ltd | 18,597 | $231.7K | 0.00% | +18,597 | New |
| Capital Investment Advisors, LLC | 18,362 | $228.2K | 0.00% | −498−2.6% | Reduced |
| Welch Group, LLC | 17,798 | $221.2K | 0.01% | −402−2.2% | Reduced |
| Ameriprise Financial Inc | 17,185 | $214.1K | 0.00% | +3,213+23.0% | Added |
| PEAK6 LLC | 15,727 | $196.0K | 0.01% | +15,727 | New |
| XTX Topco Ltd | 15,052 | $187.5K | 0.01% | +15,052 | New |
| Creative Planning | 14,995 | $186.7K | 0.00% | +1,903+14.5% | Added |
| Virtus Investment Advisers, Inc. | 14,369 | $179.0K | 0.06% | +949+7.1% | Added |
| Bank of America Corp | 13,037 | $162.4K | 0.00% | +2,769+27.0% | Added |
| Warren Averett Asset Management, LLC | 12,666 | $157.4K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 12,623 | $157.3K | 0.02% | +12,623 | New |
| Cambridge Investment Research Advisors, Inc. | 12,385 | $154.0K | 0.00% | +405+3.4% | Added |
| Russell Investments Group, Ltd. | 12,132 | $151.2K | 0.00% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 12,000 | $149.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,442 | $147.8K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 11,761 | $146.5K | 0.03% | +11,761 | New |
| Simplex Trading, LLC | 10,384 | $129.0K | 0.00% | −53,295−83.7% | Reduced |
| Clark Asset Management, LLC | 10,000 | $124.3K | 0.02% | +10,000 | New |
| Ironwood Financial, llc | 12,300 | $121.9K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,143 | $113.0K | 0.00% | −57,295−86.2% | Reduced |
| Avondale Wealth Management | 7,500 | $93.5K | 0.05% | −21,500−74.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,524 | $81.3K | 0.00% | +6,524 | New |
| Royal Bank of Canada | 6,412 | $80.0K | 0.00% | +1,037+19.3% | Added |
| The PNC Financial Services Group, Inc. | 5,912 | $73.7K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 5,178 | $64.4K | 0.02% | +5,178 | New |
| GWM Advisors LLC | 3,762 | $46.9K | 0.00% | +1,304+53.1% | Added |
| Golden State Wealth Management, LLC | 2,446 | $30.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,376 | $29.6K | 0.00% | −302−11.3% | Reduced |
| Lummis Asset Management, LP | 1,850 | $23.0K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $22.4K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,333 | $16.6K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 1,000 | $12.5K | 0.00% | +1,000 | New |
| Manchester Capital Management LLC | 750 | $9.35K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 462 | $5.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 442 | $5.49K | 0.00% | +3+0.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 437 | $5.43K | 0.00% | +437 | New |
| Caitong International Asset Management Co., Ltd | 389 | $4.85K | 0.00% | −4−1.0% | Reduced |
| Medallion Wealth Advisors, LLC | 384 | $4.84K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.74K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $3.74K | 0.00% | +300 | New |
| Harbour Investments, Inc. | 299 | $3.73K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $2.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $2.49K | 0.00% | +200 | New |
| Ameritas Advisory Services, LLC | 182 | $2.27K | 0.00% | +182 | New |
| WealthCollab, LLC | 161 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 142 | $1.77K | 0.00% | +142 | New |
| Global Retirement Partners, LLC | 100 | $1.25K | 0.00% | +100 | New |
| ZRC Wealth Management, LLC | 100 | $1.24K | 0.00% | +100 | New |
| Signaturefd, LLC | 87 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $940 | 0.00% | −6,250−98.7% | Reduced |
| Tower Research Capital LLC (TRC) | 60 | $748 | 0.00% | −878−93.6% | Reduced |
| Wolff Wiese Magana LLC | 18 | $223 | 0.00% | +18 | New |
| Anfield Capital Management, LLC | 7 | $87 | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −124,017−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,146−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,118−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −15,675−100.0% | Sold out |