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.
Holders of 5% or more of PBT
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Permian Basin Royalty Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 13D/A | 13.30%6.22M shares | 0.00 ppfrom 13.30% | Feb 13, 20257 filings | May 18, 2026 | SEC |
| Horizon Kinetics Asset Management LLC | 13G/A | 12.50%5.84M shares | +4.00 ppfrom 8.50% | Feb 13, 20252 filings | Jul 2, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
9 Schedule 13D and 13G filings on Permian Basin Royalty Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 18, 20268:43 AM ET | SoftVest Advisors, LLCand 3 others | 13D/A | 13.30%6.22M shares | 0.00 ppfrom 13.30% | May 17, 2026 | SEC |
| Dec 29, 20257:17 PM ET | SoftVest Advisors, LLCand 3 others | 13D/A | 13.30%6.22M shares | 0.00 ppfrom 13.30% | Dec 26, 2025 | SEC |
| Oct 16, 20254:54 PM ET | SoftVest Advisors, LLCand 3 others | 13D/A | 13.30%6.22M shares | 0.00 ppfrom 13.30% | Oct 15, 2025 | SEC |
| Oct 10, 20256:23 PM ET | SoftVest Advisors, LLCand 3 others | 13D/A | 13.30%6.22M shares | 0.00 ppfrom 13.30% | Oct 9, 2025 | SEC |
| Oct 10, 20258:53 AM ET | SoftVest Advisors, LLCand 3 others | 13D | 13.30%6.22M shares | 0.00 ppfrom 13.30% | Oct 9, 2025 | SEC |
| Jul 8, 20259:35 PM ET | SoftVest Advisors, LLCand 3 others | 13G/A | 13.30%6.21M shares | +3.80 ppfrom 9.50% | Jun 30, 2025 | SEC |
| Jul 2, 20254:44 PM ET | Horizon Kinetics Asset Management LLC | 13G/A | 12.50%5.84M shares | +4.00 ppfrom 8.50% | Jun 3, 2025 | SEC |
| Feb 13, 20252:18 PM ET | SoftVest Advisors, LLCand 2 others | 13G/A | 9.50%4.43M shares | – | Dec 31, 2024 | SEC |
| Feb 13, 202510:53 AM ET | Horizon Kinetics Asset Management LLC | 13G/A | 8.50%3.95M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Permian Basin Royalty Trust shares.
No Form 144 notices for Permian Basin Royalty Trust are on file.