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, Q3 2025
Institutional positions in Permian Basin Royalty Trust as of Sep 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
- 0 vs. Q2 2025
- Shares held
- 19.5M
- +230.2K (+1.2%) vs. Q2 2025
- Total value
- $356.8M
- +$115.9M (+48.1%) vs. Q2 2025
- New holders
- 11
- 36 more added
- Sold out
- 11
- 20 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 6,217,107 | $113.5M | 23.59% | +10,483+0.2% | Added |
| Horizon Kinetics Asset Management LLC | 6,099,049 | $111.3M | 1.36% | +259,224+4.4% | Added |
| Schwartz Investment Counsel Inc | 984,672 | $18.0M | 0.60% | −465,037−32.1% | Reduced |
| Mad River Investors | 922,230 | $16.8M | 7.21% | +38,313+4.3% | Added |
| Foundation Resource Management Inc | 642,507 | $11.7M | 1.68% | −750−0.1% | Reduced |
| Moors & Cabot, Inc. | 530,290 | $9.68M | 0.42% | +820.0% | Added |
| Hosking Partners LLP | 307,453 | $5.61M | 0.20% | −1,096−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 290,577 | $5.30M | 0.01% | +24,853+9.4% | Added |
| Jane Street Group, LLC | 262,399 | $4.79M | 0.01% | +216,064+466.3% | Added |
| Citadel Advisors LLC | 247,385 | $4.51M | 0.00% | +105,326+74.1% | Added |
| Advisory Services Network, LLC | 246,420 | $4.50M | 0.07% | +290.0% | Added |
| Wells Fargo & Company | 241,846 | $4.41M | 0.00% | −3,552−1.4% | Reduced |
| LPL Financial LLC | 233,704 | $4.27M | 0.00% | −2,093−0.9% | Reduced |
| Group One Trading, L.P. | 174,980 | $3.19M | 0.10% | −22,733−11.5% | Reduced |
| UBS Group AG | 147,578 | $2.69M | 0.00% | +92,936+170.1% | Added |
| Morgan Stanley | 145,934 | $2.66M | 0.00% | −147,558−50.3% | Reduced |
| Lido Advisors, LLC | 118,341 | $2.17M | 0.01% | +499+0.4% | Added |
| Susquehanna International Group, LLP | 118,114 | $2.16M | 0.00% | +118,114 | New |
| BWM Planning, LLC | 104,397 | $1.91M | 0.57% | +672+0.6% | Added |
| JPMorgan Chase & Co | 100,874 | $1.84M | 0.00% | −3,424−3.3% | Reduced |
| Bessemer Group Inc | 96,021 | $1.75M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 85,964 | $1.57M | 0.00% | +21,498+33.3% | Added |
| Atlas Wealth Partners, LLC | 84,588 | $1.55M | 1.59% | +7,425+9.6% | Added |
| HighTower Advisors, LLC | 71,093 | $1.30M | 0.00% | +30,556+75.4% | Added |
| Promethium Advisors,llc | 68,418 | $1.26M | 0.72% | −2,812−3.9% | Reduced |
| Pathstone Holdings, LLC | 62,936 | $1.15M | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 59,174 | $1.08M | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54,383 | $992.0K | 0.03% | −15,940−22.7% | Reduced |
| Fielder Capital Group LLC | 48,218 | $880.0K | 0.20% | 00.0% | Unchanged |
| Simplex Trading, LLC | 45,919 | $838.0K | 0.02% | +35,535+342.2% | Added |
| Beacon Pointe Advisors, LLC | 45,123 | $823.9K | 0.01% | −93,470−67.4% | Reduced |
| Bradley Foster & Sargent Inc | 37,159 | $678.5K | 0.01% | −7,816−17.4% | Reduced |
| EagleClaw Capital Managment, LLC | 33,700 | $615.0K | 0.09% | −2,000−5.6% | Reduced |
| State of Wyoming | 32,874 | $600.0K | 0.07% | +4,659+16.5% | Added |
| Steward Partners Investment Advisory, LLC | 32,217 | $588.0K | 0.00% | +1,322+4.3% | Added |
| Beese Fulmer Investment Management, Inc. | 31,917 | $582.7K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 30,863 | $563.2K | 0.00% | +17,826+136.7% | Added |
| Kapitalo Investimentos Ltda | 30,677 | $559.9K | 0.10% | +18,916+160.8% | Added |
| Captrust Financial Advisors | 29,682 | $541.7K | 0.00% | +1,000+3.5% | Added |
| Fruth Investment Management | 25,400 | $463.0K | 0.13% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,000 | $456.3K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,920 | $381.8K | 0.00% | +500+2.4% | Added |
| Ameriprise Financial Inc | 20,278 | $370.1K | 0.00% | +3,093+18.0% | Added |
| Ingalls & Snyder LLC | 20,268 | $370.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 20,000 | $365.0K | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,430 | $354.6K | 0.00% | −840−4.1% | Reduced |
| CI Private Wealth, LLC | 18,840 | $344.0K | 0.00% | +18,840 | New |
| Capital Investment Advisors, LLC | 18,363 | $335.3K | 0.01% | +10.0% | Added |
| State Street Corp | 18,096 | $332.3K | 0.00% | −550−2.9% | Reduced |
| Welch Group, LLC | 17,798 | $325.0K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 17,295 | $317.8K | 0.00% | +17,295 | New |
| Creative Planning | 16,778 | $306.2K | 0.00% | +1,783+11.9% | Added |
| Family Management Corp | 14,747 | $269.1K | 0.04% | +2,124+16.8% | Added |
| Avondale Wealth Management | 14,500 | $264.6K | 0.14% | +7,000+93.3% | Added |
| HRT Financial LP | 13,568 | $247.0K | 0.00% | +13,568 | New |
| Warren Averett Asset Management, LLC | 12,666 | $231.3K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $224.6K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,016 | $222.3K | 0.00% | +1,574+13.8% | Added |
| First Financial Bankshares Inc | 12,000 | $219.0K | 0.00% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 10,000 | $182.6K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 9,597 | $175.1K | 0.05% | −4,772−33.2% | Reduced |
| Russell Investments Group, Ltd. | 9,354 | $170.7K | 0.00% | −2,778−22.9% | Reduced |
| Royal Bank of Canada | 9,244 | $168.0K | 0.00% | +2,832+44.2% | Added |
| Atlantic Union Bankshares Corp | 7,582 | $138.4K | 0.00% | +1,058+16.2% | Added |
| The PNC Financial Services Group, Inc. | 5,912 | $107.9K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,000 | $73.0K | 0.02% | −1,178−22.8% | Reduced |
| GWM Advisors LLC | 3,763 | $68.7K | 0.00% | +10.0% | Added |
| Golden State Wealth Management, LLC | 2,446 | $44.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,533 | $43.4K | 0.00% | +157+6.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,193 | $40.3K | 0.00% | +2,193 | New |
| Lummis Asset Management, LP | 1,850 | $33.8K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,800 | $32.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,789 | $32.6K | 0.00% | +1,729+2,881.7% | Added |
| Geneos Wealth Management Inc. | 1,500 | $27.4K | 0.00% | +1,500 | New |
| Principia Wealth Advisory, LLC | 1,333 | $24.3K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 1,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 890 | $16.2K | 0.00% | +140+18.7% | Added |
| Medallion Wealth Advisors, LLC | 384 | $7.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 371 | $6.78K | 0.00% | +210+130.4% | Added |
| SJS Investment Consulting Inc. | 333 | $6.08K | 0.00% | −109−24.7% | Reduced |
| Country Trust Bank | 300 | $5.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 282 | $5.15K | 0.00% | −17−5.7% | Reduced |
| CoreCap Advisors, LLC | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $3.65K | 0.00% | +100+100.0% | Added |
| Fortis Group Advisors, LLC | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $3.65K | 0.00% | +200 | New |
| Assetmark, Inc | 142 | $2.59K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 129 | $2.45K | 0.00% | +129 | New |
| Signaturefd, LLC | 87 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 86 | $1.57K | 0.00% | +1+1.2% | Added |
| TD Waterhouse Canada Inc. | 45 | $824 | 0.00% | +45 | New |
| BNP Paribas Arbitrage, SA | 34 | $620 | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 25 | $456 | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 18 | $328 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $128 | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,597−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −15,727−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,052−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,385−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,143−100.0% | Sold out |