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, Q1 2026
Institutional positions in Permian Basin Royalty Trust as of Mar 31, 2026. 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
- 96
- −7 vs. Q4 2025
- Shares held
- 20.1M
- −255.4K (−1.3%) vs. Q4 2025
- Total value
- $432.8M
- +$86.8M (+25.1%) vs. Q4 2025
- New holders
- 8
- 26 more added
- Sold out
- 15
- 30 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 6,379,692 | $137.3M | 1.49% | +191,892+3.1% | Added |
| SoftVest Advisors, LLC | 6,217,107 | $133.8M | 20.74% | 00.0% | Unchanged |
| Mad River Investors | 1,003,140 | $21.6M | 7.79% | +16,321+1.7% | Added |
| Schwartz Investment Counsel Inc | 933,719 | $20.1M | 0.71% | −33,478−3.5% | Reduced |
| Foundation Resource Management Inc | 630,207 | $13.6M | 1.53% | −12,300−1.9% | Reduced |
| Moors & Cabot, Inc. | 588,642 | $12.7M | 0.54% | +2,896+0.5% | Added |
| SEI Investments Co | 422,000 | $9.08M | 0.01% | +226,600+116.0% | Added |
| Morgan Stanley | 300,904 | $6.48M | 0.00% | +76,243+33.9% | Added |
| Hosking Partners LLP | 280,292 | $6.03M | 0.22% | −66,391−19.2% | Reduced |
| Commonwealth Equity Services, LLC | 268,985 | $5.79M | 0.01% | +9,671+3.7% | Added |
| Advisory Services Network, LLC | 251,436 | $5.41M | 0.07% | +4,887+2.0% | Added |
| MSRH, LLC | 240,342 | $5.17M | 4.58% | +1,302+0.5% | Added |
| Wells Fargo & Company | 230,722 | $4.97M | 0.00% | −9,816−4.1% | Reduced |
| LPL Financial LLC | 211,240 | $4.55M | 0.00% | −18,716−8.1% | Reduced |
| Steel Peak Wealth Management LLC | 191,103 | $4.11M | 0.13% | +191,103 | New |
| HRT Financial LP | 170,826 | $3.68M | 0.01% | +83,887+96.5% | Added |
| Beacon Pointe Advisors, LLC | 157,833 | $3.40M | 0.02% | +112,710+249.8% | Added |
| JPMorgan Chase & Co | 126,612 | $2.76M | 0.00% | +25,528+25.3% | Added |
| Lido Advisors, LLC | 122,037 | $2.63M | 0.01% | −486−0.4% | Reduced |
| BWM Planning, LLC | 104,397 | $2.25M | 0.59% | 00.0% | Unchanged |
| Raymond James Financial Inc | 84,184 | $1.81M | 0.00% | −14,359−14.6% | Reduced |
| Atlas Wealth Partners, LLC | 81,144 | $1.75M | 1.80% | −2,845−3.4% | Reduced |
| HighTower Advisors, LLC | 71,588 | $1.54M | 0.00% | −109−0.2% | Reduced |
| Promethium Advisors,llc | 68,298 | $1.47M | 0.76% | −200.0% | Reduced |
| Pathstone Holdings, LLC | 62,936 | $1.35M | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 57,583 | $1.24M | 0.03% | +30+0.1% | Added |
| Essex Financial Services, Inc. | 57,477 | $1.24M | 0.07% | −1,700−2.9% | Reduced |
| MOR Wealth Management, LLC | 52,534 | $1.13M | 0.52% | 00.0% | Unchanged |
| Bank of America Corp | 51,387 | $1.11M | 0.00% | −7,677−13.0% | Reduced |
| Avondale Wealth Management | 49,250 | $1.06M | 0.52% | +3,500+7.7% | Added |
| Fielder Capital Group LLC | 41,726 | $897.9K | 0.20% | −6,492−13.5% | Reduced |
| EagleClaw Capital Managment, LLC | 35,450 | $762.9K | 0.11% | +1,750+5.2% | Added |
| UBS Group AG | 35,307 | $759.8K | 0.00% | −14,063−28.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,217 | $693.3K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 29,617 | $637.7K | 0.04% | −2,300−7.2% | Reduced |
| Captrust Financial Advisors | 26,892 | $578.7K | 0.00% | −2,650−9.0% | Reduced |
| Fruth Investment Management | 25,400 | $546.0K | 0.14% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 25,000 | $538.0K | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,240 | $478.6K | 0.00% | −345,947−94.0% | Reduced |
| Family Management Corp | 21,748 | $468.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,420 | $439.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 20,000 | $430.4K | 0.16% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 19,835 | $426.8K | 0.00% | +150+0.8% | Added |
| Stratos Wealth Partners, LTD. | 19,582 | $421.4K | 0.00% | +101+0.5% | Added |
| Welch Group, LLC | 19,298 | $415.3K | 0.02% | +1,500+8.4% | Added |
| CI Private Wealth, LLC | 18,891 | $406.5K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 18,367 | $395.3K | 0.01% | +10.0% | Added |
| Ingalls & Snyder LLC | 18,268 | $393.0K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 17,070 | $367.3K | 0.01% | −16,074−48.5% | Reduced |
| State of Wyoming | 15,442 | $332.3K | 0.04% | −28,815−65.1% | Reduced |
| Warren Averett Asset Management, LLC | 12,666 | $272.6K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 12,439 | $267.7K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 12,300 | $264.7K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,015 | $258.6K | 0.00% | +12,015 | New |
| First Financial Bankshares Inc | 12,000 | $258.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,464 | $245.6K | 0.00% | −1,734−13.1% | Reduced |
| Walleye Capital LLC | 10,470 | $225.3K | 0.00% | −1,945−15.7% | Reduced |
| Clark Asset Management, LLC | 10,000 | $215.2K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,039 | $173.0K | 0.00% | −1,315−14.1% | Reduced |
| Atlantic Union Bankshares Corp | 7,595 | $163.4K | 0.00% | +4+0.1% | Added |
| Royal Bank of Canada | 7,525 | $162.0K | 0.00% | −2,277−23.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,912 | $127.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,676 | $100.6K | 0.00% | −160,494−97.2% | Reduced |
| Access Investment Management LLC | 3,000 | $64.6K | 0.02% | −1,000−25.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,837 | $61.1K | 0.01% | +884+45.3% | Added |
| GWM Advisors LLC | 2,792 | $60.1K | 0.00% | +10.0% | Added |
| BNP Paribas Arbitrage, SA | 2,568 | $55.3K | 0.00% | +2,118+470.7% | Added |
| Golden State Wealth Management, LLC | 2,446 | $52.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 1,850 | $39.8K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 1,803 | $38.8K | 0.00% | +1,530+560.4% | Added |
| Signature Resources Capital Management, LLC | 1,800 | $38.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,240 | $26.7K | 0.00% | −884−41.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,162 | $25.0K | 0.00% | −860−42.5% | Reduced |
| CX Institutional | 1,170 | $25.0K | 0.00% | +1,170 | New |
| Smartleaf Asset Management LLC | 1,000 | $21.8K | 0.00% | +1,000 | New |
| Beacon Investment Advisory Services, Inc. | 1,000 | $21.5K | 0.00% | +1,000 | New |
| Simplex Trading, LLC | 515 | $11.1K | 0.00% | −58,513−99.1% | Reduced |
| Webster Bank, N. A. | 417 | $8.97K | 0.00% | +417 | New |
| Harbour Investments, Inc. | 387 | $8.33K | 0.00% | +105+37.2% | Added |
| Medallion Wealth Advisors, LLC | 384 | $8.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 324 | $6.97K | 0.00% | −47−12.7% | Reduced |
| Jones Financial Companies LLLP | 303 | $6.73K | 0.00% | +303 | New |
| SJS Investment Consulting Inc. | 201 | $4.32K | 0.00% | −133−39.8% | Reduced |
| Fortis Group Advisors, LLC | 200 | $4.30K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $4.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $4.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 200 | $4.30K | 0.00% | +58+40.8% | Added |
| International Assets Investment Management, LLC | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 87 | $1.87K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 87 | $1.87K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 47 | $1.01K | 0.00% | +45+2,250.0% | Added |
| TD Waterhouse Canada Inc. | 45 | $920 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $512 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $386 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10 | $215 | 0.00% | +10 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −234,748−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −107,165−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −17,965−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −17,295−100.0% | Sold out |