Patterson Uti Energy Inc
PTEN- Exchange
- Nasdaq
- Industry
- Drilling Oil & Gas Wells
- SEC CIK
- 0000889900
In the last 90 days, Patterson Uti Energy Inc insiders filed 0 open-market purchases and 5 sales; 439 institutions reported holding it in 13F filings for Q2 2026, worth $3.94B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Patterson Uti Energy Inc as of Dec 31, 2022. 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
- 307
- +27 vs. Q3 2022
- Shares held
- 212.0M
- +1.29M (+0.6%) vs. Q3 2022
- Total value
- $3.57B
- +$1.11B (+45.0%) vs. Q3 2022
- New holders
- 54
- 111 more added
- Sold out
- 27
- 103 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PTEN 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 | 439 | $3.94B |
| Q1 2026 | 415 | $4.59B |
| Q4 2025 | 373 | $2.57B |
| Q3 2025 | 368 | $2.10B |
| Q2 2025 | 361 | $2.48B |
| Q1 2025 | 381 | $3.30B |
| Q4 2024 | 365 | $3.34B |
| Q3 2024 | 367 | $2.97B |
| Q2 2024 | 359 | $4.12B |
| Q1 2024 | 368 | $4.65B |
| Q4 2023 | 361 | $4.26B |
| Q3 2023 | 359 | $5.48B |
| Q2 2023 | 286 | $2.57B |
| Q1 2023 | 286 | $2.49B |
| Q4 2022 | 307 | $3.57B |
| Q3 2022 | 285 | $2.46B |
| Q2 2022 | 269 | $3.37B |
| Q1 2022 | 271 | $3.22B |
| Q4 2021 | 233 | $1.73B |
| Q3 2021 | 216 | $1.64B |
| Q2 2021 | 214 | $1.83B |
| Q1 2021 | 212 | $1.30B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Energy Opportunities Capital Management, LLC | 17,305 | $291.4K | 0.85% | −1,950−10.1% | Reduced |
| Crossmark Global Holdings, Inc. | 17,253 | $291.0K | 0.01% | −987−5.4% | Reduced |
| Clarity Financial LLC | 16,260 | $273.8K | 0.05% | +16,260 | New |
| Round Rock Advisors, LLC | 20,000 | $271.4K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,822 | $271.2K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,102 | $271.2K | 0.00% | +16,102 | New |
| Raymond James Financial Services Advisors, Inc. | 16,078 | $270.8K | 0.00% | +29+0.2% | Added |
| Bleakley Financial Group, LLC | 16,073 | $270.7K | 0.01% | +16,073 | New |
| Titleist Asset Management, Ltd. | 15,910 | $267.9K | 0.06% | −2,274−12.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,307 | $257.8K | 0.00% | +13,561+776.7% | Added |
| The PNC Financial Services Group, Inc. | 15,275 | $257.2K | 0.00% | +50+0.3% | Added |
| Ergoteles LLC | 14,893 | $250.8K | 0.01% | −1,763−10.6% | Reduced |
| Qube Research & Technologies Ltd | 14,819 | $249.6K | 0.00% | −240,165−94.2% | Reduced |
| Amundi | 14,617 | $249.5K | 0.00% | +9,308+175.3% | Added |
| Wedbush Securities Inc | 14,769 | $249.0K | 0.01% | +420+2.9% | Added |
| Group One Trading, L.P. | 14,595 | $245.8K | 0.01% | −15,519−51.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,481 | $243.9K | 0.04% | +14,481 | New |
| Investors Research Corp | 14,225 | $239.5K | 0.06% | −400−2.7% | Reduced |
| Advisor Partners II, LLC | 14,160 | $238.5K | 0.01% | +14,160 | New |
| LPL Financial LLC | 13,679 | $230.4K | 0.00% | −2,228−14.0% | Reduced |
| Mackenzie Financial Corp | 13,525 | $227.8K | 0.00% | −26,849−66.5% | Reduced |
| HighTower Advisors, LLC | 13,541 | $226.0K | 0.00% | −18,462−57.7% | Reduced |
| Metropolitan Life Insurance Co | 13,249 | $223.1K | 0.01% | +309+2.4% | Added |
| Journey Strategic Wealth LLC | 12,750 | $214.7K | 0.03% | −2,153−14.4% | Reduced |
| Virtu Financial LLC | 12,599 | $212.0K | 0.03% | +12,599 | New |
| Shelton Capital Management | 12,535 | $211.1K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,388 | $208.6K | 0.00% | +12,388 | New |
| Xponance, Inc. | 12,280 | $206.8K | 0.00% | +179+1.5% | Added |
| Perennial Investment Advisors, LLC | 11,914 | $200.6K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,779 | $198.0K | 0.00% | +11,779 | New |
| Inceptionr LLC | 11,724 | $197.4K | 0.10% | +11,724 | New |
| NinePointTwo Capital | 11,736 | $197.0K | 0.08% | +11,736 | New |
| CIBC Asset Management Inc | 11,538 | $194.3K | 0.00% | −15,014−56.5% | Reduced |
| US Bancorp | 11,456 | $192.9K | 0.00% | −3,849−25.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,031 | $185.8K | 0.00% | +539+5.1% | Added |
| CI Private Wealth, LLC | 10,486 | $177.0K | 0.00% | +10,486 | New |
| SEI Investments Co | 10,502 | $176.9K | 0.00% | −80,604−88.5% | Reduced |
| Cornerstone Investment Partners, LLC | 10,450 | $176.0K | 0.01% | −400−3.7% | Reduced |
| MQS Management LLC | 10,025 | $168.8K | 0.11% | −8,791−46.7% | Reduced |
| TD Asset Management Inc | 10,000 | $168.4K | 0.00% | +10,000 | New |
| C M Bidwell & Associates Ltd | 9,332 | $157.2K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,902 | $116.2K | 0.02% | +821+13.5% | Added |
| Quadrant Capital Group LLC | 6,681 | $112.5K | 0.01% | −680−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,867 | $99.0K | 0.00% | −29,733−83.5% | Reduced |
| Signaturefd, LLC | 4,986 | $84.0K | 0.00% | −51−1.0% | Reduced |
| Simplex Trading, LLC | 4,539 | $76.0K | 0.00% | +4,539 | New |
| Kapitalo Investimentos Ltda | 4,252 | $71.6K | 0.06% | +4,252 | New |
| Public Employees Retirement System of Ohio | 4,072 | $69.0K | 0.00% | −16,468−80.2% | Reduced |
| Ci Investments Inc. | 4,034 | $68.0K | 0.00% | +4,034 | New |
| Rockefeller Capital Management L.P. | 3,456 | $58.0K | 0.00% | +551+19.0% | Added |
| Rosenberg Matthew Hamilton | 3,102 | $52.2K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,777 | $46.8K | 0.02% | +2,777 | New |
| Coppell Advisory Solutions Corp. | 2,777 | $46.8K | 0.02% | +2,777 | New |
| Parallel Advisors, LLC | 2,631 | $44.3K | 0.00% | −63−2.3% | Reduced |
| Whittier Trust Co | 2,278 | $38.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,203 | $37.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,185 | $37.0K | 0.00% | −39−1.8% | Reduced |
| IFP Advisors, Inc | 1,330 | $36.0K | 0.00% | −901−40.4% | Reduced |
| Versant Capital Management, Inc | 2,053 | $34.6K | 0.01% | +954+86.8% | Added |
| Ronald Blue Trust, Inc. | 2,205 | $26.0K | 0.00% | +871+65.3% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,467 | $24.0K | 0.00% | +1,403+2,192.2% | Added |
| HBK Sorce Advisory LLC | 20,000 | $23.0K | 0.00% | +20,000 | New |
| EverSource Wealth Advisors, LLC | 1,259 | $21.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 814 | $13.7K | 0.00% | −4−0.5% | Reduced |
| Lindbrook Capital, LLC | 809 | $13.6K | 0.00% | −78−8.8% | Reduced |
| Macroview Investment Management LLC | 661 | $11.1K | 0.02% | −277−29.5% | Reduced |
| Park Place Capital Corp | 632 | $11.0K | 0.00% | +632 | New |
| Plante Moran Financial Advisors, LLC | 651 | $11.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 500 | $8.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 481 | $8.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 480 | $8.08K | 0.00% | +58+13.7% | Added |
| GWM Advisors LLC | 465 | $6.23K | 0.00% | +465 | New |
| First Horizon Advisors, Inc. | 317 | $5.34K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 315 | $5.30K | 0.00% | +62+24.5% | Added |
| Sageworth Trust Co of South Dakota | 308 | $5.00K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 282 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 267 | $4.50K | 0.00% | +267 | New |
| Quarry LP | 244 | $4.11K | 0.00% | +244 | New |
| Newbridge Financial Services Group, Inc. | 222 | $3.74K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 208 | $3.50K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 200 | $3.37K | 0.00% | +200 | New |
| Belpointe Asset Management LLC | 195 | $3.28K | 0.00% | +195 | New |
| Hexagon Capital Partners LLC | 169 | $2.85K | 0.00% | +110+186.4% | Added |
| Global Retirement Partners, LLC | 163 | $2.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $2.61K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $2.00K | 0.00% | +110+478.3% | Added |
| RFP Financial Group LLC | 115 | $1.94K | 0.00% | +115 | New |
| Glassman Wealth Services | 72 | $1.21K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $1.04K | 0.00% | −6−8.8% | Reduced |
| WR Wealth Planners, LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $994 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $842 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 22 | $617 | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 36 | $614 | 0.00% | +36 | New |
| Sofos Investments, Inc. | 17 | $558 | 0.01% | +17 | New |
| SJS Investment Consulting Inc. | 26 | $438 | 0.00% | −9−25.7% | Reduced |