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