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 2023
Institutional positions in Patterson Uti Energy Inc as of Dec 31, 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
- 361
- +5 vs. Q3 2023
- Shares held
- 394.6M
- −826.6K (−0.2%) vs. Q3 2023
- Total value
- $4.26B
- −$1.22B (−22.2%) vs. Q3 2023
- New holders
- 62
- 122 more added
- Sold out
- 57
- 126 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 43 | $0 | 0.00% | +11+34.4% | Added |
| Smartleaf Asset Management LLC | 39 | $0 | 0.00% | +39 | New |
| Silicon Valley Capital Partners | 0 | $4 | 0.00% | 0 | Unchanged |
| ORG Partners LLC | 2 | $20 | 0.00% | −999−99.8% | Reduced |
| Rakuten Securities, Inc. | 3 | $32 | 0.00% | +3 | New |
| HighMark Wealth Management LLC | 5 | $50 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $76 | 0.00% | +2+40.0% | Added |
| Toronto Dominion Bank | 9 | $97 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $206 | 0.00% | +19 | New |
| Coppell Advisory Solutions LLC | 23 | $248 | 0.00% | −2,754−99.2% | Reduced |
| Abound Wealth Management | 28 | $303 | 0.00% | −17−37.8% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $324 | 0.00% | +5+20.0% | Added |
| Strategic Investment Solutions, Inc. | 30 | $324 | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 48 | $519 | 0.00% | −7−12.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 50 | $540 | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 59 | $642 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 73 | $788 | 0.00% | +24+49.0% | Added |
| Private Wealth Management Group, LLC | 85 | $918 | 0.00% | +85 | New |
| GWM Advisors LLC | 95 | $1.03K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 103 | $1.11K | 0.00% | +103 | New |
| JFS Wealth Advisors, LLC | 107 | $1.16K | 0.00% | −14−11.6% | Reduced |
| Glassman Wealth Services | 122 | $1.32K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 128 | $1.38K | 0.00% | +128 | New |
| Rise Advisors, LLC | 137 | $1.48K | 0.00% | +1+0.7% | Added |
| Lee Financial Co | 141 | $1.52K | 0.00% | +141 | New |
| Oakworth Capital, Inc. | 153 | $1.65K | 0.00% | +153 | New |
| Naples Money Management LLC | 165 | $1.78K | 0.00% | +165 | New |
| CNB Bank | 188 | $2.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $2.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 233 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 235 | $2.54K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 241 | $2.60K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 302 | $3.03K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 319 | $3.44K | 0.00% | +88+38.1% | Added |
| Hexagon Capital Partners LLC | 357 | $3.86K | 0.00% | +327+1,090.0% | Added |
| Cape Investment Advisory, Inc. | 375 | $4.05K | 0.00% | +375 | New |
| Creative Financial Designs Inc | 383 | $4.14K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 414 | $4.47K | 0.00% | −6,355−93.9% | Reduced |
| First Horizon Advisors, Inc. | 447 | $4.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 450 | $4.86K | 0.00% | −325−41.9% | Reduced |
| Huntington National Bank | 462 | $4.99K | 0.00% | +44+10.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 470 | $5.00K | 0.00% | +470 | New |
| Fortitude Family Office, LLC | 497 | $5.37K | 0.00% | +497 | New |
| Estabrook Capital Management | 500 | $5.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 617 | $6.66K | 0.00% | +304+97.1% | Added |
| Plante Moran Financial Advisors, LLC | 651 | $7.03K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 670 | $7.24K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 725 | $8.00K | 0.00% | +187+34.8% | Added |
| Massmutual Trust Co FSB | 787 | $8.50K | 0.00% | +198+33.6% | Added |
| Founders Capital Management | 1,000 | $10.8K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,103 | $11.9K | 0.01% | +203+22.6% | Added |
| Covestor Ltd | 1,119 | $12.0K | 0.01% | +1,091+3,896.4% | Added |
| EverSource Wealth Advisors, LLC | 1,416 | $15.3K | 0.00% | +167+13.4% | Added |
| Fifth Third Bancorp | 1,494 | $16.1K | 0.00% | −96−6.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,528 | $16.5K | 0.01% | +1,528 | New |
| Ronald Blue Trust, Inc. | 1,242 | $18.0K | 0.00% | +410+49.3% | Added |
| PrairieView Partners, LLC | 1,767 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,809 | $20.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,930 | $20.8K | 0.00% | −12,382−86.5% | Reduced |
| Lindbrook Capital, LLC | 2,003 | $21.6K | 0.00% | −1,260−38.6% | Reduced |
| Proequities, Inc. | 2,133 | $23.0K | 0.00% | +71+3.4% | Added |
| Principal Securities, Inc. | 2,226 | $24.0K | 0.00% | +2,226 | New |
| Whittier Trust Co | 2,278 | $24.6K | 0.00% | −51−2.2% | Reduced |
| Parallel Advisors, LLC | 2,634 | $28.4K | 0.00% | −34−1.3% | Reduced |
| Parkside Financial Bank & Trust | 2,897 | $31.3K | 0.01% | −105−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,044 | $32.9K | 0.00% | +570+23.0% | Added |
| Rosenberg Matthew Hamilton | 3,102 | $33.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,191 | $34.0K | 0.00% | −890−21.8% | Reduced |
| CWM, LLC | 3,138 | $34.0K | 0.00% | +413+15.2% | Added |
| Bessemer Group Inc | 3,200 | $34.0K | 0.00% | +2,910+1,003.4% | Added |
| Archer Investment Corp | 3,700 | $40.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,692 | $40.0K | 0.09% | +3,692 | New |
| Penserra Capital Management LLC | 5,724 | $61.0K | 0.00% | −51,515−90.0% | Reduced |
| nVerses Capital, LLC | – | $68.0K | 0.19% | – | New |
| UBS Group AG | 6,706 | $72.4K | 0.00% | −10,747−61.6% | Reduced |
| Farther Finance Advisors, LLC | 6,999 | $75.6K | 0.01% | +2,944+72.6% | Added |
| GAMMA Investing LLC | 6,985 | $77.5K | 0.02% | +6,985 | New |
| KBC Group NV | 7,451 | $80.0K | 0.00% | +1,812+32.1% | Added |
| Operose Advisors LLC | 9,208 | $99.4K | 0.04% | +9,208 | New |
| Signaturefd, LLC | 9,726 | $105.0K | 0.00% | +655+7.2% | Added |
| Brinker Capital Investments, LLC | 10,096 | $106.3K | 0.00% | −889−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 10,096 | $106.3K | 0.00% | −889−8.1% | Reduced |
| DekaBank Deutsche Girozentrale | 10,010 | $107.0K | 0.00% | +3,196+46.9% | Added |
| Centaurus Financial, Inc. | 10,155 | $110.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,269 | $110.9K | 0.00% | +10,269 | New |
| MorganRosel Wealth Management, LLC | 11,143 | $120.3K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 11,191 | $120.9K | 0.00% | +463+4.3% | Added |
| Prudent Man Advisors, LLC | 11,720 | $126.6K | 0.05% | −1,328−10.2% | Reduced |
| Evergreen Capital Management LLC | 11,825 | $127.7K | 0.01% | −755−6.0% | Reduced |
| Connable Office Inc | 11,921 | $128.7K | 0.02% | +11,921 | New |
| Advisor Group Holdings, Inc. | 12,076 | $130.6K | 0.00% | −4,530−27.3% | Reduced |
| Axq Capital, LP | 12,100 | $130.7K | 0.03% | −10,600−46.7% | Reduced |
| Lazard Asset Management LLC | 12,176 | $131.0K | 0.00% | −51,291−80.8% | Reduced |
| Journey Strategic Wealth LLC | 12,683 | $137.0K | 0.01% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 13,394 | $144.7K | 0.04% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 13,536 | $146.2K | 0.02% | +13,536 | New |
| Veriti Management LLC | 13,553 | $146.4K | 0.01% | +825+6.5% | Added |
| United Capital Financial Advisers, LLC | 13,609 | $147.0K | 0.00% | +13,609 | New |