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, Q4 2025
Institutional positions in Permian Basin Royalty Trust as of Dec 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
- 103
- +8 vs. Q3 2025
- Shares held
- 20.4M
- +815.0K (+4.2%) vs. Q3 2025
- Total value
- $345.9M
- −$10.9M (−3.0%) vs. Q3 2025
- New holders
- 15
- 30 more added
- Sold out
- 7
- 19 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGuire Capital Advisors Inc | 2 | $34 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 18 | $305 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $425 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 45 | $763 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 50 | $849 | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 87 | $1.47K | 0.00% | +1+1.2% | Added |
| Signaturefd, LLC | 87 | $1.48K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 135 | $2.29K | 0.00% | +6+4.7% | Added |
| Assetmark, Inc | 142 | $2.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $3.40K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $3.40K | 0.00% | +200 | New |
| Barclays PLC | 273 | $4.64K | 0.00% | +273 | New |
| Harbour Investments, Inc. | 282 | $4.79K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $5.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 334 | $5.66K | 0.00% | +1+0.3% | Added |
| WealthCollab, LLC | 371 | $6.29K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 384 | $6.51K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 450 | $7.64K | 0.00% | +416+1,223.5% | Added |
| Garton & Associates Financial Advisors LLC | 617 | $10.5K | 0.01% | +617 | New |
| Alerus Financial NA | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,292 | $22.0K | 0.02% | +1,292 | New |
| Principia Wealth Advisory, LLC | 1,333 | $22.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,385 | $23.5K | 0.01% | +1,385 | New |
| Geneos Wealth Management Inc. | 1,500 | $25.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,634 | $27.7K | 0.00% | +1,634 | New |
| Signature Resources Capital Management, LLC | 1,800 | $30.5K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 1,850 | $31.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,953 | $33.1K | 0.00% | +1,953 | New |
| Advisor Group Holdings, Inc. | 2,022 | $34.3K | 0.00% | −511−20.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,124 | $36.1K | 0.00% | +335+18.7% | Added |
| Golden State Wealth Management, LLC | 2,446 | $41.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,791 | $47.4K | 0.00% | −972−25.8% | Reduced |
| Access Investment Management LLC | 4,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,912 | $100.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,591 | $128.9K | 0.00% | +9+0.1% | Added |
| Russell Investments Group, Ltd. | 9,354 | $158.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,802 | $166.0K | 0.00% | +558+6.0% | Added |
| Clark Asset Management, LLC | 10,000 | $169.6K | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 12,000 | $203.8K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,415 | $210.8K | 0.00% | +12,415 | New |
| Kingswood Wealth Advisors, LLC | 12,439 | $211.0K | 0.01% | +12,439 | New |
| Warren Averett Asset Management, LLC | 12,666 | $214.8K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $217.2K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,541 | $229.9K | 0.01% | +13,541 | New |
| Wealth Enhancement Advisory Services, LLC | 13,198 | $235.0K | 0.00% | +182+1.4% | Added |
| Creative Planning | 14,208 | $241.2K | 0.00% | −2,570−15.3% | Reduced |
| SCS Capital Management LLC | 17,295 | $293.6K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 17,798 | $301.9K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 17,965 | $305.3K | 0.00% | −131−0.7% | Reduced |
| Ingalls & Snyder LLC | 18,268 | $310.0K | 0.01% | −2,000−9.9% | Reduced |
| Capital Investment Advisors, LLC | 18,366 | $311.5K | 0.00% | +30.0% | Added |
| CI Private Wealth, LLC | 18,891 | $320.4K | 0.00% | +51+0.3% | Added |
| Stratos Wealth Partners, LTD. | 19,481 | $330.8K | 0.00% | +51+0.3% | Added |
| Ameriprise Financial Inc | 19,685 | $334.2K | 0.00% | −593−2.9% | Reduced |
| Resurgent Financial Advisors LLC | 20,000 | $339.6K | 0.17% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $346.7K | 0.00% | −500−2.4% | Reduced |
| Family Management Corp | 21,748 | $369.3K | 0.05% | +7,001+47.5% | Added |
| Financial Sense Advisors, Inc. | 25,000 | $424.5K | 0.08% | 00.0% | Unchanged |
| Fruth Investment Management | 25,400 | $430.0K | 0.12% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,542 | $501.6K | 0.00% | −140−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 31,917 | $541.9K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32,217 | $547.0K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 33,144 | $562.1K | 0.01% | −4,015−10.8% | Reduced |
| EagleClaw Capital Managment, LLC | 33,700 | $572.2K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 44,257 | $751.5K | 0.08% | +11,383+34.6% | Added |
| Beacon Pointe Advisors, LLC | 45,123 | $765.3K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 45,750 | $776.8K | 0.40% | +31,250+215.5% | Added |
| Fielder Capital Group LLC | 48,218 | $818.7K | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 49,370 | $838.3K | 0.00% | −98,208−66.5% | Reduced |
| MOR Wealth Management, LLC | 52,534 | $892.0K | 0.41% | +52,534 | New |
| Capital Analysts, LLC | 57,553 | $977.0K | 0.03% | +3,170+5.8% | Added |
| Simplex Trading, LLC | 59,028 | $1.00M | 0.03% | +13,109+28.5% | Added |
| Bank of America Corp | 59,064 | $1.00M | 0.00% | +28,201+91.4% | Added |
| Essex Financial Services, Inc. | 59,177 | $1.00M | 0.06% | +30.0% | Added |
| Pathstone Holdings, LLC | 62,936 | $1.07M | 0.00% | 00.0% | Unchanged |
| Promethium Advisors,llc | 68,318 | $1.16M | 0.63% | −100−0.1% | Reduced |
| HighTower Advisors, LLC | 71,697 | $1.22M | 0.00% | +604+0.8% | Added |
| Atlas Wealth Partners, LLC | 83,989 | $1.43M | 1.57% | −599−0.7% | Reduced |
| HRT Financial LP | 86,939 | $1.48M | 0.00% | +73,371+540.8% | Added |
| Raymond James Financial Inc | 98,543 | $1.67M | 0.00% | +12,579+14.6% | Added |
| JPMorgan Chase & Co | 101,084 | $1.72M | 0.00% | +210+0.2% | Added |
| BWM Planning, LLC | 104,397 | $1.77M | 0.47% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 107,165 | $1.82M | 0.00% | −10,949−9.3% | Reduced |
| Lido Advisors, LLC | 122,523 | $2.24M | 0.01% | +4,182+3.5% | Added |
| Group One Trading, L.P. | 165,170 | $2.80M | 0.08% | −9,810−5.6% | Reduced |
| SEI Investments Co | 195,400 | $3.32M | 0.00% | +195,400 | New |
| Morgan Stanley | 224,661 | $3.81M | 0.00% | +78,727+53.9% | Added |
| LPL Financial LLC | 229,956 | $3.90M | 0.00% | −3,748−1.6% | Reduced |
| Citadel Advisors LLC | 234,748 | $3.99M | 0.00% | −12,637−5.1% | Reduced |
| MSRH, LLC | 239,040 | $4.06M | 4.53% | +239,040 | New |
| Wells Fargo & Company | 240,538 | $4.08M | 0.00% | −1,308−0.5% | Reduced |
| Advisory Services Network, LLC | 246,549 | $4.19M | 0.06% | +129+0.1% | Added |
| Commonwealth Equity Services, LLC | 259,314 | $4.40M | 0.01% | −31,263−10.8% | Reduced |
| Hosking Partners LLP | 346,683 | $5.89M | 0.20% | +39,230+12.8% | Added |
| Jane Street Group, LLC | 368,187 | $6.25M | 0.01% | +105,788+40.3% | Added |
| Moors & Cabot, Inc. | 585,746 | $9.95M | 0.43% | +55,456+10.5% | Added |
| Foundation Resource Management Inc | 642,507 | $10.9M | 1.46% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 967,197 | $16.4M | 0.57% | −17,475−1.8% | Reduced |