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, Q3 2023
Institutional positions in Patterson Uti Energy Inc as of Sep 30, 2023. 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
- 359
- +74 vs. Q2 2023
- Shares held
- 395.4M
- +180.0M (+83.5%) vs. Q2 2023
- Total value
- $5.48B
- +$2.91B (+113.3%) vs. Q2 2023
- New holders
- 105
- 164 more added
- Sold out
- 31
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 28 | $0 | 0.00% | +11+64.7% | Added |
| Avion Wealth | 32 | $0 | 0.00% | +32 | New |
| Silicon Valley Capital Partners | 0 | $6 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 5 | $60 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $63 | 0.00% | +5 | New |
| Toronto Dominion Bank | 9 | $125 | 0.00% | −207−95.8% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $346 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $415 | 0.00% | −7−18.9% | Reduced |
| Abound Wealth Management | 45 | $623 | 0.00% | +45 | New |
| AdvisorNet Financial, Inc | 49 | $678 | 0.00% | +27+122.7% | Added |
| Carolinas Wealth Consulting LLC | 59 | $755 | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 55 | $762 | 0.00% | +30+120.0% | Added |
| WR Wealth Planners, LLC | 61 | $845 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 102 | $1.00K | 0.00% | +102 | New |
| GWM Advisors LLC | 95 | $1.31K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $1.59K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $1.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $1.68K | 0.00% | +74+157.4% | Added |
| Glassman Wealth Services | 122 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $1.88K | 0.00% | +136 | New |
| Steward Financial Group LLC | 174 | $2.00K | 0.00% | +174 | New |
| CNB Bank | 188 | $2.60K | 0.00% | +188 | New |
| Earnest Partners LLC | 208 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $3.09K | 0.00% | +223 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 231 | $3.20K | 0.00% | +231 | New |
| Farmers & Merchants Investments Inc | 233 | $3.23K | 0.00% | +78+50.3% | Added |
| Bell Investment Advisors, Inc | 235 | $3.25K | 0.00% | +176+298.3% | Added |
| MCF Advisors LLC | 241 | $3.34K | 0.00% | +241 | New |
| Global Retirement Partners, LLC | 302 | $3.72K | 0.00% | −27,000−98.9% | Reduced |
| Umb Bank N A | 282 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 290 | $4.00K | 0.00% | +113+63.8% | Added |
| Hantz Financial Services, Inc. | 275 | $4.00K | 0.00% | +275 | New |
| Allworth Financial LP | 313 | $4.33K | 0.00% | +313 | New |
| Creative Financial Designs Inc | 383 | $5.30K | 0.00% | +383 | New |
| Huntington National Bank | 418 | $5.79K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 447 | $6.19K | 0.00% | +58+14.9% | Added |
| Estabrook Capital Management | 500 | $6.92K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 538 | $8.00K | 0.00% | +403+298.5% | Added |
| Massmutual Trust Co FSB | 589 | $8.15K | 0.00% | +141+31.5% | Added |
| Plante Moran Financial Advisors, LLC | 651 | $9.01K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 670 | $9.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 832 | $10.0K | 0.00% | +276+49.6% | Added |
| Versant Capital Management, Inc | 775 | $10.7K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 900 | $12.5K | 0.01% | +900 | New |
| Quarry LP | 939 | $13.0K | 0.01% | −1,865−66.5% | Reduced |
| Founders Capital Management | 1,000 | $13.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,001 | $13.9K | 0.00% | −9−0.9% | Reduced |
| Pacer Advisors, Inc. | 1,131 | $15.7K | 0.00% | −2,622,267−100.0% | Reduced |
| Park Place Capital Corp | 1,148 | $15.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,249 | $17.3K | 0.00% | −23−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $20.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,590 | $22.0K | 0.00% | +48+3.1% | Added |
| PrairieView Partners, LLC | 1,767 | $24.0K | 0.00% | +1,767 | New |
| Capital Advisors, Ltd. LLC | 1,809 | $25.0K | 0.00% | +1,809 | New |
| Proequities, Inc. | 2,062 | $28.5K | 0.00% | +2,046+12,787.5% | Added |
| Federated Hermes, Inc. | 2,080 | $28.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,329 | $32.2K | 0.00% | +51+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,474 | $34.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,668 | $36.9K | 0.00% | +81+3.1% | Added |
| CWM, LLC | 2,725 | $38.0K | 0.00% | +791+40.9% | Added |
| Meeder Asset Management Inc | 2,768 | $38.3K | 0.00% | +2,768 | New |
| Parkside Financial Bank & Trust | 3,002 | $41.5K | 0.01% | +2,594+635.8% | Added |
| Rosenberg Matthew Hamilton | 3,102 | $42.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,263 | $45.2K | 0.01% | +2,539+350.7% | Added |
| Coppell Advisory Solutions LLC | 2,777 | $46.8K | 0.02% | +2,754+11,973.9% | Added |
| Archer Investment Corp | 3,700 | $51.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,081 | $56.0K | 0.00% | +49+1.2% | Added |
| Farther Finance Advisors, LLC | 4,055 | $56.1K | 0.01% | +55+1.4% | Added |
| KBC Group NV | 5,639 | $78.0K | 0.00% | −10,123−64.2% | Reduced |
| Eagle Bay Advisors LLC | 6,769 | $93.7K | 0.04% | +6,769 | New |
| DekaBank Deutsche Girozentrale | 6,814 | $98.0K | 0.00% | +6,814 | New |
| Tower Research Capital LLC (TRC) | 7,137 | $98.8K | 0.00% | +2,421+51.3% | Added |
| Quadrant Capital Group LLC | 8,913 | $123.4K | 0.01% | +3,990+81.0% | Added |
| Signaturefd, LLC | 9,071 | $125.5K | 0.00% | +4,111+82.9% | Added |
| SG Americas Securities, LLC | 9,284 | $128.0K | 0.00% | +9,284 | New |
| Numerai GP LLC | 10,065 | $139.3K | 0.05% | −8,068−44.5% | Reduced |
| Brevan Howard Capital Management LP | 10,073 | $139.4K | 0.04% | +10,073 | New |
| Centaurus Financial, Inc. | 10,155 | $141.0K | 0.01% | +10,155 | New |
| FDx Advisors, Inc. | 10,206 | $141.0K | 0.01% | +10,206 | New |
| Gallacher Capital Management LLC | 10,336 | $143.1K | 0.09% | +10,336 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,368 | $143.5K | 0.02% | +10,368 | New |
| Assetmark, Inc | 10,728 | $148.5K | 0.00% | +9,728+972.8% | Added |
| US Bancorp | 10,804 | $149.5K | 0.00% | +1,688+18.5% | Added |
| Brinker Capital Investments, LLC | 10,985 | $152.0K | 0.00% | +10,985 | New |
| Orion Portfolio Solutions, LLC | 10,985 | $152.0K | 0.00% | +10,985 | New |
| Two Sigma Securities, LLC | 11,049 | $152.9K | 0.01% | −911−7.6% | Reduced |
| Graham Capital Management, L.P. | 11,094 | $153.5K | 0.00% | −16,950−60.4% | Reduced |
| MorganRosel Wealth Management, LLC | 11,143 | $154.2K | 0.06% | +11,143 | New |
| Evergreen Capital Management LLC | 12,580 | $174.1K | 0.01% | +12,580 | New |
| Journey Strategic Wealth LLC | 12,683 | $175.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,721 | $176.1K | 0.00% | +12,721 | New |
| Veriti Management LLC | 12,728 | $176.2K | 0.02% | +12,728 | New |
| Sequoia Financial Advisors, LLC | 12,912 | $178.7K | 0.00% | +12,912 | New |
| Prudent Man Advisors, LLC | 13,048 | $180.6K | 0.07% | +13,048 | New |
| Sunburst Financial Group, LLC | 13,394 | $185.4K | 0.07% | +13,394 | New |
| Investors Research Corp | 13,625 | $188.6K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,686 | $189.4K | 0.01% | +13,686 | New |
| Shelton Capital Management | 14,311 | $198.1K | 0.01% | +3,420+31.4% | Added |
| State of Wyoming | 14,312 | $198.1K | 0.04% | +10,390+264.9% | Added |
| Great Valley Advisor Group, Inc. | 15,330 | $212.2K | 0.01% | +15,330 | New |