Permian Basin Royalty Trust

PBT

Exchange: NYSE
Industry: Oil Royalty Traders
SEC CIK: 0000319654

SEC filings (opens in a new tab)

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.

Q3 2025 vs. Q2 2025

How the institutions holding Permian Basin Royalty Trust changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of PBT: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	95	95	0
Shares	19.3M	19.5M	+230.2K (+1.2%)
Value	$240.8M	$356.8M	+$115.9M (+48.1%)

New holders (11)

Institutions that held Permian Basin Royalty Trust at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PBT in Q3 2025
Institution	Shares	Value	% of portfolio
Susquehanna International Group, LLP	118,114	$2.16M	0.00%
CI Private Wealth, LLC	18,840	$344.0K	0.00%
SCS Capital Management LLC	17,295	$317.8K	0.00%
HRT Financial LP	13,568	$247.0K	0.00%
Foster Dykema Cabot & Partners, LLC	2,193	$40.3K	0.00%
Geneos Wealth Management Inc.	1,500	$27.4K	0.00%
PFS Partners, LLC	200	$3.65K	0.00%
Winnow Wealth LLC	129	$2.45K	0.00%
TD Waterhouse Canada Inc.	45	$824	0.00%
BNP Paribas Arbitrage, SA	34	$620	0.00%
Farther Finance Advisors, LLC	25	$456	0.00%

Sold out (11)

Institutions that held Permian Basin Royalty Trust at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of PBT in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Quadrature Capital Ltd	18,597	$231.7K
PEAK6 LLC	15,727	$196.0K
XTX Topco Ltd	15,052	$187.5K
Cambridge Investment Research Advisors, Inc.	12,385	$154.0K
Lazard Asset Management LLC	9,143	$113.0K
Bokf, NA	462	$5.76K
Mid-American Wealth Advisory Group, Inc.	437	$5.43K
Caitong International Asset Management Co., Ltd	389	$4.85K
US Bancorp	300	$3.74K
Ameritas Advisory Services, LLC	182	$2.27K
ZRC Wealth Management, LLC	100	$1.24K