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Livermore
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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.

Institutional holdersQ1 2026: 96 institutions
Q1 2021: 49 institutionsQ2 2021: 48 institutionsQ3 2021: 45 institutionsQ4 2021: 56 institutionsQ1 2022: 61 institutionsQ2 2022: 61 institutionsQ3 2022: 77 institutionsQ4 2022: 77 institutionsQ1 2023: 82 institutionsQ2 2023: 86 institutionsQ3 2023: 87 institutionsQ4 2023: 79 institutionsQ1 2024: 81 institutionsQ2 2024: 81 institutionsQ3 2024: 87 institutionsQ4 2024: 97 institutionsQ1 2025: 94 institutionsQ2 2025: 95 institutionsQ3 2025: 95 institutionsQ4 2025: 103 institutionsQ1 2026: 96 institutionsQ2 2026: 100 institutions
Value heldQ1 2026: $432.8M
Q1 2021: $17.6MQ2 2021: $25.1MQ3 2021: $27.2MQ4 2021: $73.8MQ1 2022: $114.1MQ2 2022: $173.4MQ3 2022: $188.0MQ4 2022: $313.4MQ1 2023: $321.6MQ2 2023: $326.1MQ3 2023: $283.5MQ4 2023: $188.0MQ1 2024: $157.2MQ2 2024: $147.2MQ3 2024: $159.6MQ4 2024: $159.9MQ1 2025: $147.8MQ2 2025: $240.8MQ3 2025: $356.8MQ4 2025: $345.9MQ1 2026: $432.8MQ2 2026: $504.8M
Institutions holding PBT and their total value by quarter
QuarterHoldersValue
Q2 2026100$504.8M
Q1 202696$432.8M
Q4 2025103$345.9M
Q3 202595$356.8M
Q2 202595$240.8M
Q1 202594$147.8M
Q4 202497$159.9M
Q3 202487$159.6M
Q2 202481$147.2M
Q1 202481$157.2M
Q4 202379$188.0M
Q3 202387$283.5M
Q2 202386$326.1M
Q1 202382$321.6M
Q4 202277$313.4M
Q3 202277$188.0M
Q2 202261$173.4M
Q1 202261$114.1M
Q4 202156$73.8M
Q3 202145$27.2M
Q2 202148$25.1M
Q1 202149$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.

Institutions holding PBT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc10$2150.00%+10New
Wolff Wiese Magana LLC18$3860.00%00.0%Unchanged
Farther Finance Advisors, LLC25$5120.00%00.0%Unchanged
TD Waterhouse Canada Inc.45$9200.00%00.0%Unchanged
McGuire Capital Advisors Inc47$1.01K0.00%+45+2,250.0%Added
Signaturefd, LLC87$1.87K0.00%00.0%Unchanged
Sunbelt Securities, Inc.87$1.87K0.00%00.0%Unchanged
International Assets Investment Management, LLC200$4.10K0.00%00.0%Unchanged
Fortis Group Advisors, LLC200$4.30K0.00%00.0%Unchanged
PFS Partners, LLC200$4.30K0.00%00.0%Unchanged
CoreCap Advisors, LLC200$4.30K0.00%00.0%Unchanged
Assetmark, Inc200$4.30K0.00%+58+40.8%Added
SJS Investment Consulting Inc.201$4.32K0.00%−133−39.8%Reduced
Jones Financial Companies LLLP303$6.73K0.00%+303New
WealthCollab, LLC324$6.97K0.00%−47−12.7%Reduced
Medallion Wealth Advisors, LLC384$8.26K0.00%00.0%Unchanged
Harbour Investments, Inc.387$8.33K0.00%+105+37.2%Added
Webster Bank, N. A.417$8.97K0.00%+417New
Simplex Trading, LLC515$11.1K0.00%−58,513−99.1%Reduced
Beacon Investment Advisory Services, Inc.1,000$21.5K0.00%+1,000New
Smartleaf Asset Management LLC1,000$21.8K0.00%+1,000New
CX Institutional1,170$25.0K0.00%+1,170New
Advisor Group Holdings, Inc.1,162$25.0K0.00%−860−42.5%Reduced
Tower Research Capital LLC (TRC)1,240$26.7K0.00%−884−41.6%Reduced
Geneos Wealth Management Inc.1,500$32.3K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC1,800$38.7K0.02%00.0%Unchanged
Barclays PLC1,803$38.8K0.00%+1,530+560.4%Added
Lummis Asset Management, LP1,850$39.8K0.02%00.0%Unchanged
Golden State Wealth Management, LLC2,446$52.6K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA2,568$55.3K0.00%+2,118+470.7%Added
GWM Advisors LLC2,792$60.1K0.00%+10.0%Added
Pinnacle Wealth Planning Services, Inc.2,837$61.1K0.01%+884+45.3%Added
Access Investment Management LLC3,000$64.6K0.02%−1,000−25.0%Reduced
Group One Trading, L.P.4,676$100.6K0.00%−160,494−97.2%Reduced
The PNC Financial Services Group, Inc.5,912$127.2K0.00%00.0%Unchanged
Royal Bank of Canada7,525$162.0K0.00%−2,277−23.2%Reduced
Atlantic Union Bankshares Corp7,595$163.4K0.00%+4+0.1%Added
Russell Investments Group, Ltd.8,039$173.0K0.00%−1,315−14.1%Reduced
Clark Asset Management, LLC10,000$215.2K0.02%00.0%Unchanged
Walleye Capital LLC10,470$225.3K0.00%−1,945−15.7%Reduced
Wealth Enhancement Advisory Services, LLC11,464$245.6K0.00%−1,734−13.1%Reduced
First Financial Bankshares Inc12,000$258.2K0.01%00.0%Unchanged
Quadrature Capital Ltd12,015$258.6K0.00%+12,015New
Ironwood Financial, llc12,300$264.7K0.05%00.0%Unchanged
Kingswood Wealth Advisors, LLC12,439$267.7K0.01%00.0%Unchanged
Warren Averett Asset Management, LLC12,666$272.6K0.00%00.0%Unchanged
State of Wyoming15,442$332.3K0.04%−28,815−65.1%Reduced
Bradley Foster & Sargent Inc17,070$367.3K0.01%−16,074−48.5%Reduced
Ingalls & Snyder LLC18,268$393.0K0.01%00.0%Unchanged
Capital Investment Advisors, LLC18,367$395.3K0.01%+10.0%Added
CI Private Wealth, LLC18,891$406.5K0.00%00.0%Unchanged
Welch Group, LLC19,298$415.3K0.02%+1,500+8.4%Added
Stratos Wealth Partners, LTD.19,582$421.4K0.00%+101+0.5%Added
Ameriprise Financial Inc19,835$426.8K0.00%+150+0.8%Added
Resurgent Financial Advisors LLC20,000$430.4K0.16%00.0%Unchanged
Ronald Blue Trust, Inc.20,420$439.4K0.01%00.0%Unchanged
Family Management Corp21,748$468.0K0.06%00.0%Unchanged
Jane Street Group, LLC22,240$478.6K0.00%−345,947−94.0%Reduced
Financial Sense Advisors, Inc.25,000$538.0K0.11%00.0%Unchanged
Fruth Investment Management25,400$546.0K0.14%00.0%Unchanged
Captrust Financial Advisors26,892$578.7K0.00%−2,650−9.0%Reduced
Beese Fulmer Investment Management, Inc.29,617$637.7K0.04%−2,300−7.2%Reduced
Steward Partners Investment Advisory, LLC32,217$693.3K0.00%00.0%Unchanged
UBS Group AG35,307$759.8K0.00%−14,063−28.5%Reduced
EagleClaw Capital Managment, LLC35,450$762.9K0.11%+1,750+5.2%Added
Fielder Capital Group LLC41,726$897.9K0.20%−6,492−13.5%Reduced
Avondale Wealth Management49,250$1.06M0.52%+3,500+7.7%Added
Bank of America Corp51,387$1.11M0.00%−7,677−13.0%Reduced
MOR Wealth Management, LLC52,534$1.13M0.52%00.0%Unchanged
Essex Financial Services, Inc.57,477$1.24M0.07%−1,700−2.9%Reduced
Capital Analysts, LLC57,583$1.24M0.03%+30+0.1%Added
Pathstone Holdings, LLC62,936$1.35M0.01%00.0%Unchanged
Promethium Advisors,llc68,298$1.47M0.76%−200.0%Reduced
HighTower Advisors, LLC71,588$1.54M0.00%−109−0.2%Reduced
Atlas Wealth Partners, LLC81,144$1.75M1.80%−2,845−3.4%Reduced
Raymond James Financial Inc84,184$1.81M0.00%−14,359−14.6%Reduced
BWM Planning, LLC104,397$2.25M0.59%00.0%Unchanged
Lido Advisors, LLC122,037$2.63M0.01%−486−0.4%Reduced
JPMorgan Chase & Co126,612$2.76M0.00%+25,528+25.3%Added
Beacon Pointe Advisors, LLC157,833$3.40M0.02%+112,710+249.8%Added
HRT Financial LP170,826$3.68M0.01%+83,887+96.5%Added
Steel Peak Wealth Management LLC191,103$4.11M0.13%+191,103New
LPL Financial LLC211,240$4.55M0.00%−18,716−8.1%Reduced
Wells Fargo & Company230,722$4.97M0.00%−9,816−4.1%Reduced
MSRH, LLC240,342$5.17M4.58%+1,302+0.5%Added
Advisory Services Network, LLC251,436$5.41M0.07%+4,887+2.0%Added
Commonwealth Equity Services, LLC268,985$5.79M0.01%+9,671+3.7%Added
Hosking Partners LLP280,292$6.03M0.22%−66,391−19.2%Reduced
Morgan Stanley300,904$6.48M0.00%+76,243+33.9%Added
SEI Investments Co422,000$9.08M0.01%+226,600+116.0%Added
Moors & Cabot, Inc.588,642$12.7M0.54%+2,896+0.5%Added
Foundation Resource Management Inc630,207$13.6M1.53%−12,300−1.9%Reduced
Schwartz Investment Counsel Inc933,719$20.1M0.71%−33,478−3.5%Reduced
Mad River Investors1,003,140$21.6M7.79%+16,321+1.7%Added
SoftVest Advisors, LLC6,217,107$133.8M20.74%00.0%Unchanged
Horizon Kinetics Asset Management LLC6,379,692$137.3M1.49%+191,892+3.1%Added
Citadel Advisors LLC0$00.00%−234,748−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−107,165−100.0%Sold out
State Street Corp0$00.00%−17,965−100.0%Sold out
SCS Capital Management LLC0$00.00%−17,295−100.0%Sold out