Skip to main content

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 2026

Institutional positions in Permian Basin Royalty Trust as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
0 vs. Q2 2026
Shares held
2.77K
+664 (+31.5%) vs. Q2 2026
Total value
$87.0K
+$34.0K (+64.2%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

99 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q2 2026.

Institutions holding PBT in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional2,773$87.0K0.00%+664+31.5%Added
Horizon Kinetics Asset Management LLC––––Not filed
SoftVest Advisors, LLC––––Not filed
Mad River Investors––––Not filed
Schwartz Investment Counsel Inc––––Not filed
Foundation Resource Management Inc––––Not filed
Moors & Cabot, Inc.––––Not filed
Commonwealth Equity Services, LLC––––Not filed
HRT Financial LP––––Not filed
Advisory Services Network, LLC––––Not filed
Wells Fargo & Company––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
SEI Investments Co––––Not filed
Morgan Stanley––––Not filed
Steel Peak Wealth Management LLC––––Not filed
LPL Financial LLC––––Not filed
Lido Advisors, LLC––––Not filed
JPMorgan Chase & Co––––Not filed
BWM Planning, LLC––––Not filed
Raymond James Financial Inc––––Not filed
Atlas Wealth Partners, LLC––––Not filed
Jane Street Group, LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Promethium Advisors,llc––––Not filed
Bank of America Corp––––Not filed
Pathstone Holdings, LLC––––Not filed
Essex Financial Services, Inc.––––Not filed
UBS Group AG––––Not filed
MOR Wealth Management, LLC––––Not filed
Avondale Wealth Management––––Not filed
Family Management Corp––––Not filed
Fielder Capital Group LLC––––Not filed
PKS Advisory Services, LLC––––Not filed
Walleye Capital LLC––––Not filed
EagleClaw Capital Managment, LLC––––Not filed
Capital Analysts, LLC––––Not filed
XTX Topco Ltd––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Beese Fulmer Investment Management, Inc.––––Not filed
Fruth Investment Management––––Not filed
Financial Sense Advisors, Inc.––––Not filed
Group One Trading, L.P.––––Not filed
Royal Bank of Canada––––Not filed
CI Private Wealth, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Resurgent Financial Advisors LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Welch Group, LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Capital Investment Advisors, LLC––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Bradley Foster & Sargent Inc––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Ironwood Financial, llc––––Not filed
Ingalls & Snyder LLC––––Not filed
Caption Management, LLC––––Not filed
First Financial Bankshares Inc––––Not filed
Quadrature Capital Ltd––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Clark Asset Management, LLC––––Not filed
Foundations Investment Advisors, LLC––––Not filed
Ethos Financial Group, LLC––––Not filed
Reuter James Wealth Management, LLC––––Not filed
Toroso Investments, LLC––––Not filed
Post Resch Tallon Group Inc.––––Not filed
Argent Trust Co––––Not filed
Atlantic Union Bankshares Corp––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
State of Wyoming––––Not filed
GWM Advisors LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Simplex Trading, LLC––––Not filed
Lummis Asset Management, LP––––Not filed
Signature Resources Capital Management, LLC––––Not filed
Access Investment Management LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Signaturefd, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
United Financial Planning Group LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
JNBA Financial Advisors––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Webster Bank, N. A.––––Not filed
Harbour Investments, Inc.––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
WealthCollab, LLC––––Not filed
Allworth Financial LP––––Not filed
SJS Investment Consulting Inc.––––Not filed
Fortis Group Advisors, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
PFS Partners, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Assetmark, Inc––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Buck Wealth Strategies, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Wolff Wiese Magana LLC––––Not filed