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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 39,198 | $542.5K | 0.02% | −11,500−22.7% | Reduced |
| Teacher Retirement System of Texas | 39,139 | $542.0K | 0.00% | +23,366+148.1% | Added |
| Kestra Advisory Services, LLC | 36,131 | $500.1K | 0.00% | +36,131 | New |
| Ameritas Investment Partners, Inc. | 35,157 | $486.6K | 0.02% | +18,335+109.0% | Added |
| Stifel Financial Corp | 35,032 | $485.1K | 0.00% | +19,469+125.1% | Added |
| Awm Capital, LLC | 34,720 | $480.5K | 0.10% | 00.0% | Unchanged |
| Sciencast Management LP | 34,502 | $477.5K | 0.22% | +34,502 | New |
| Shell Asset Management Co | 34,257 | $474.0K | 0.02% | −591−1.7% | Reduced |
| Rothschild Investment Corp | 32,300 | $447.0K | 0.04% | +32,300 | New |
| MQS Management LLC | 31,317 | $433.4K | 0.26% | +31,317 | New |
| Diversified Trust Co | 30,911 | $427.8K | 0.02% | −2,265−6.8% | Reduced |
| Ethic Inc. | 30,055 | $416.0K | 0.01% | −8,428−21.9% | Reduced |
| AXA S.A. | 29,700 | $411.0K | 0.00% | +29,700 | New |
| Vestcor Inc | 29,704 | $411.0K | 0.02% | +29,704 | New |
| Toroso Investments, LLC | 29,662 | $410.5K | 0.01% | +19,474+191.1% | Added |
| CI Private Wealth, LLC | 29,197 | $404.1K | 0.00% | +7,349+33.6% | Added |
| Captrust Financial Advisors | 28,432 | $393.5K | 0.00% | +6,869+31.9% | Added |
| Grace & White Inc | 28,400 | $393.1K | 0.07% | −7,000−19.8% | Reduced |
| LPL Financial LLC | 27,636 | $382.5K | 0.00% | +12,464+82.2% | Added |
| We Are One Seven, LLC | 27,142 | $375.6K | 0.03% | +1,607+6.3% | Added |
| Twin Tree Management, LP | 26,462 | $366.2K | 0.01% | +26,462 | New |
| Commerce Bank | 25,112 | $347.5K | 0.00% | −166−0.7% | Reduced |
| Edgestream Partners, L.P. | 24,354 | $337.1K | 0.03% | −124,193−83.6% | Reduced |
| Verity Asset Management, Inc. | 24,061 | $333.0K | 0.25% | +6,783+39.3% | Added |
| Mraz, Amerine & Associates, Inc. | 23,666 | $327.5K | 0.07% | −678−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,192 | $321.0K | 0.00% | +23,192 | New |
| Mitsubishi UFJ Trust & Banking Corp | 23,121 | $320.0K | 0.00% | −665−2.8% | Reduced |
| Syntal Capital Partners, LLC | 22,940 | $317.5K | 0.25% | +116+0.5% | Added |
| Creative Planning | 22,742 | $314.8K | 0.00% | +5,662+33.1% | Added |
| Bayesian Capital Management, LP | 22,700 | $314.2K | 0.04% | +22,700 | New |
| Axq Capital, LP | 22,700 | $314.2K | 0.11% | +22,700 | New |
| Alps Advisors Inc | 22,400 | $310.0K | 0.00% | +22,400 | New |
| United Services Automobile Association | 22,158 | $306.7K | 0.01% | +22,158 | New |
| Raymond James Financial Services Advisors, Inc. | 22,049 | $305.2K | 0.00% | +4,666+26.8% | Added |
| Landscape Capital Management, L.L.C. | 21,788 | $301.5K | 0.04% | +21,788 | New |
| Xponance, Inc. | 21,405 | $296.2K | 0.00% | +9,160+74.8% | Added |
| Crossmark Global Holdings, Inc. | 22,090 | $292.0K | 0.01% | +5,446+32.7% | Added |
| Chilton Capital Management LLC | 20,968 | $290.2K | 0.02% | +20,968 | New |
| Mackenzie Financial Corp | 21,921 | $285.2K | 0.00% | +8,396+62.1% | Added |
| Metropolitan Life Insurance Co | 20,486 | $283.5K | 0.01% | +8,722+74.1% | Added |
| Lido Advisors, LLC | 20,341 | $281.5K | 0.00% | +20,341 | New |
| Teza Capital Management LLC | 20,098 | $278.2K | 0.05% | +20,098 | New |
| Aventail Capital Group, LP | 20,000 | $276.8K | 0.02% | +20,000 | New |
| Advisor Partners II, LLC | 19,966 | $276.3K | 0.01% | +7,424+59.2% | Added |
| Jefferies Financial Group Inc. | 18,933 | $262.0K | 0.01% | −3,101−14.1% | Reduced |
| Ellevest, Inc. | 18,910 | $261.7K | 0.02% | −14,784−43.9% | Reduced |
| Levin Capital Strategies, L.P. | 18,800 | $260.2K | 0.03% | +18,800 | New |
| Woodstock Corp | 18,466 | $255.6K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 18,253 | $252.6K | 0.00% | +4,973+37.4% | Added |
| NinePointTwo Capital | 18,123 | $250.0K | 0.10% | +18,123 | New |
| Heritage Wealth Management, Inc./Texas | 17,800 | $246.4K | 0.22% | +17,800 | New |
| AlphaMark Advisors, LLC | 17,469 | $242.0K | 0.10% | +17,469 | New |
| UBS Group AG | 17,453 | $241.5K | 0.00% | −188,365−91.5% | Reduced |
| XTX Topco Ltd | 17,005 | $235.3K | 0.04% | +17,005 | New |
| CIBC Asset Management Inc | 16,997 | $235.2K | 0.00% | +5,858+52.6% | Added |
| Advisor Group Holdings, Inc. | 16,606 | $229.8K | 0.00% | +11,695+238.1% | Added |
| Sawtooth Solutions, LLC | 16,508 | $228.5K | 0.01% | +4,562+38.2% | Added |
| Bleakley Financial Group, LLC | 16,508 | $228.5K | 0.01% | +4,562+38.2% | Added |
| Inceptionr LLC | 15,656 | $216.7K | 0.12% | +15,656 | New |
| Great Valley Advisor Group, Inc. | 15,330 | $212.2K | 0.01% | +15,330 | New |
| State of Wyoming | 14,312 | $198.1K | 0.04% | +10,390+264.9% | Added |
| Shelton Capital Management | 14,311 | $198.1K | 0.01% | +3,420+31.4% | Added |
| Dakota Wealth Management | 13,686 | $189.4K | 0.01% | +13,686 | New |
| Investors Research Corp | 13,625 | $188.6K | 0.05% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 13,394 | $185.4K | 0.07% | +13,394 | New |
| Prudent Man Advisors, LLC | 13,048 | $180.6K | 0.07% | +13,048 | New |
| Sequoia Financial Advisors, LLC | 12,912 | $178.7K | 0.00% | +12,912 | New |
| Veriti Management LLC | 12,728 | $176.2K | 0.02% | +12,728 | New |
| Oppenheimer Asset Management Inc. | 12,721 | $176.1K | 0.00% | +12,721 | New |
| Journey Strategic Wealth LLC | 12,683 | $175.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,580 | $174.1K | 0.01% | +12,580 | New |
| MorganRosel Wealth Management, LLC | 11,143 | $154.2K | 0.06% | +11,143 | New |
| Graham Capital Management, L.P. | 11,094 | $153.5K | 0.00% | −16,950−60.4% | Reduced |
| Two Sigma Securities, LLC | 11,049 | $152.9K | 0.01% | −911−7.6% | Reduced |
| 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 |
| US Bancorp | 10,804 | $149.5K | 0.00% | +1,688+18.5% | Added |
| Assetmark, Inc | 10,728 | $148.5K | 0.00% | +9,728+972.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,368 | $143.5K | 0.02% | +10,368 | New |
| Gallacher Capital Management LLC | 10,336 | $143.1K | 0.09% | +10,336 | 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 |
| Brevan Howard Capital Management LP | 10,073 | $139.4K | 0.04% | +10,073 | New |
| Numerai GP LLC | 10,065 | $139.3K | 0.05% | −8,068−44.5% | Reduced |
| SG Americas Securities, LLC | 9,284 | $128.0K | 0.00% | +9,284 | New |
| Signaturefd, LLC | 9,071 | $125.5K | 0.00% | +4,111+82.9% | Added |
| Quadrant Capital Group LLC | 8,913 | $123.4K | 0.01% | +3,990+81.0% | Added |
| Tower Research Capital LLC (TRC) | 7,137 | $98.8K | 0.00% | +2,421+51.3% | Added |
| DekaBank Deutsche Girozentrale | 6,814 | $98.0K | 0.00% | +6,814 | New |
| Eagle Bay Advisors LLC | 6,769 | $93.7K | 0.04% | +6,769 | New |
| KBC Group NV | 5,639 | $78.0K | 0.00% | −10,123−64.2% | Reduced |
| Farther Finance Advisors, LLC | 4,055 | $56.1K | 0.01% | +55+1.4% | Added |
| Ci Investments Inc. | 4,081 | $56.0K | 0.00% | +49+1.2% | Added |
| Archer Investment Corp | 3,700 | $51.2K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,777 | $46.8K | 0.02% | +2,754+11,973.9% | Added |
| Lindbrook Capital, LLC | 3,263 | $45.2K | 0.01% | +2,539+350.7% | Added |
| Rosenberg Matthew Hamilton | 3,102 | $42.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,002 | $41.5K | 0.01% | +2,594+635.8% | Added |
| Meeder Asset Management Inc | 2,768 | $38.3K | 0.00% | +2,768 | New |
| CWM, LLC | 2,725 | $38.0K | 0.00% | +791+40.9% | Added |