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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, Q2 2026

Institutional positions in Permian Basin Royalty Trust as of Jun 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

Institutional holders
100
+6 vs. Q1 2026
Shares held
20.2M
+288.3K (+1.5%) vs. Q1 2026
Total value
$504.8M
+$77.2M (+18.1%) vs. Q1 2026
New holders
15
29 more added
Sold out
9
25 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 100 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 heldQ2 2026: $504.8M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Permian Basin Royalty Trust; share changes are against Q1 2026.

Institutions holding PBT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wolff Wiese Magana LLC18$4490.00%00.0%Unchanged
TD Waterhouse Canada Inc.45$1.12K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC100$2.50K0.00%+100New
Tower Research Capital LLC (TRC)147$3.68K0.00%−1,093−88.1%Reduced
Assetmark, Inc189$4.73K0.00%−11−5.5%Reduced
International Assets Investment Management, LLC200$4.97K0.00%00.0%Unchanged
Fortis Group Advisors, LLC200$5.01K0.00%00.0%Unchanged
CoreCap Advisors, LLC200$5.01K0.00%00.0%Unchanged
PFS Partners, LLC200$5.01K0.00%00.0%Unchanged
SJS Investment Consulting Inc.201$5.04K0.00%00.0%Unchanged
Allworth Financial LP300$7.51K0.00%+300New
WealthCollab, LLC324$8.11K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC384$9.62K0.00%00.0%Unchanged
Harbour Investments, Inc.387$9.69K0.00%00.0%Unchanged
Webster Bank, N. A.417$10.4K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.490$12.3K0.00%+490New
JNBA Financial Advisors579$14.5K0.00%+579New
Smartleaf Asset Management LLC1,000$25.0K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.1,000$25.0K0.00%00.0%Unchanged
United Financial Planning Group LLC1,000$25.0K0.01%+1,000New
Advisor Group Holdings, Inc.1,212$30.3K0.00%+50+4.3%Added
BNP Paribas Arbitrage, SA1,262$31.6K0.00%−1,306−50.9%Reduced
Signaturefd, LLC1,416$35.5K0.00%+1,329+1,527.6%Added
Geneos Wealth Management Inc.1,500$37.6K0.00%00.0%Unchanged
Access Investment Management LLC1,800$45.1K0.01%−1,200−40.0%Reduced
Signature Resources Capital Management, LLC1,800$45.1K0.02%00.0%Unchanged
Lummis Asset Management, LP1,850$46.3K0.03%00.0%Unchanged
CX Institutional2,109$53.0K0.00%+939+80.3%Added
Simplex Trading, LLC2,664$66.7K0.00%+2,149+417.3%Added
Pinnacle Wealth Planning Services, Inc.2,820$70.6K0.01%−17−0.6%Reduced
GWM Advisors LLC3,493$87.5K0.00%+701+25.1%Added
State of Wyoming3,851$96.4K0.01%−11,591−75.1%Reduced
The PNC Financial Services Group, Inc.5,912$148.0K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp7,598$190.2K0.00%+30.0%Added
Argent Trust Co8,000$200.3K0.01%+8,000New
Post Resch Tallon Group Inc.8,402$210.4K0.15%+8,402New
Toroso Investments, LLC8,441$211.4K0.00%+8,441New
Reuter James Wealth Management, LLC9,271$232.1K0.03%+9,271New
Ethos Financial Group, LLC8,500$247.7K0.02%+8,500New
Foundations Investment Advisors, LLC9,950$249.1K0.00%+9,950New
Clark Asset Management, LLC10,000$250.4K0.02%00.0%Unchanged
CIBC Bancorp USA Inc.10,144$254.0K0.00%+10,144New
Quadrature Capital Ltd11,937$298.9K0.00%−78−0.6%Reduced
First Financial Bankshares Inc12,000$300.5K0.01%00.0%Unchanged
Caption Management, LLC12,663$317.1K0.01%+12,663New
Ingalls & Snyder LLC13,173$330.0K0.01%−5,095−27.9%Reduced
Ironwood Financial, llc12,300$345.1K0.05%00.0%Unchanged
Kingswood Wealth Advisors, LLC14,774$369.9K0.01%+2,335+18.8%Added
Bradley Foster & Sargent Inc16,521$413.7K0.01%−549−3.2%Reduced
Wealth Enhancement Advisory Services, LLC16,645$436.1K0.00%+5,181+45.2%Added
Capital Investment Advisors, LLC18,368$459.9K0.01%+10.0%Added
Ameriprise Financial Inc18,541$464.3K0.00%−1,294−6.5%Reduced
Welch Group, LLC19,298$483.2K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.19,612$491.1K0.00%+30+0.2%Added
Resurgent Financial Advisors LLC20,000$500.8K0.14%00.0%Unchanged
Ronald Blue Trust, Inc.20,420$511.3K0.01%00.0%Unchanged
CI Private Wealth, LLC20,865$522.5K0.00%+1,974+10.4%Added
Royal Bank of Canada21,325$534.0K0.00%+13,800+183.4%Added
Group One Trading, L.P.21,844$547.0K0.02%+17,168+367.2%Added
Financial Sense Advisors, Inc.25,051$627.3K0.12%+51+0.2%Added
Fruth Investment Management25,400$636.0K0.15%00.0%Unchanged
Beese Fulmer Investment Management, Inc.26,317$659.0K0.04%−3,300−11.1%Reduced
Captrust Financial Advisors26,892$673.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC32,151$805.1K0.00%−66−0.2%Reduced
XTX Topco Ltd33,346$835.0K0.01%+33,346New
Capital Analysts, LLC34,563$865.0K0.02%−23,020−40.0%Reduced
EagleClaw Capital Managment, LLC36,600$916.5K0.12%+1,150+3.2%Added
Walleye Capital LLC40,394$1.01M0.00%+29,924+285.8%Added
PKS Advisory Services, LLC41,137$1.03M0.16%+41,137New
Fielder Capital Group LLC41,726$1.04M0.23%00.0%Unchanged
Family Management Corp42,808$1.07M0.11%+21,060+96.8%Added
Avondale Wealth Management46,330$1.16M0.47%−2,920−5.9%Reduced
MOR Wealth Management, LLC52,534$1.32M0.52%00.0%Unchanged
UBS Group AG55,058$1.38M0.00%+19,751+55.9%Added
Essex Financial Services, Inc.56,866$1.42M0.07%−611−1.1%Reduced
Pathstone Holdings, LLC62,940$1.58M0.00%+40.0%Added
Bank of America Corp64,182$1.61M0.00%+12,795+24.9%Added
Promethium Advisors,llc68,298$1.71M0.82%00.0%Unchanged
HighTower Advisors, LLC70,760$1.77M0.00%−828−1.2%Reduced
Jane Street Group, LLC74,235$1.86M0.00%+51,995+233.8%Added
Atlas Wealth Partners, LLC82,241$2.06M2.25%+1,097+1.4%Added
Raymond James Financial Inc95,270$2.39M0.00%+11,086+13.2%Added
BWM Planning, LLC104,397$2.61M0.61%00.0%Unchanged
JPMorgan Chase & Co109,412$2.73M0.00%−17,200−13.6%Reduced
Lido Advisors, LLC117,842$2.95M0.01%−4,195−3.4%Reduced
LPL Financial LLC197,716$4.95M0.00%−13,524−6.4%Reduced
Steel Peak Wealth Management LLC199,449$5.00M0.13%+8,346+4.4%Added
Morgan Stanley206,151$5.16M0.00%−94,753−31.5%Reduced
SEI Investments Co211,000$5.28M0.00%−211,000−50.0%Reduced
Beacon Pointe Advisors, LLC213,303$5.34M0.02%+55,470+35.1%Added
Wells Fargo & Company219,718$5.50M0.00%−11,004−4.8%Reduced
Advisory Services Network, LLC249,595$6.25M0.07%−1,841−0.7%Reduced
HRT Financial LP276,005$6.91M0.01%+105,179+61.6%Added
Commonwealth Equity Services, LLC424,229$10.6M0.01%+155,244+57.7%Added
Moors & Cabot, Inc.570,161$14.3M0.56%−18,481−3.1%Reduced
Foundation Resource Management Inc626,331$15.7M1.82%−3,876−0.6%Reduced
Schwartz Investment Counsel Inc933,719$23.4M0.78%00.0%Unchanged
Mad River Investors1,005,152$25.2M9.41%+2,012+0.2%Added
SoftVest Advisors, LLC6,217,107$155.7M24.76%00.0%Unchanged
Horizon Kinetics Asset Management LLC6,729,289$168.5M1.91%+349,597+5.5%Added