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, Q1 2024
Institutional positions in Patterson Uti Energy Inc as of Mar 31, 2024. 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
- 368
- +14 vs. Q4 2023
- Shares held
- 389.8M
- −4.24M (−1.1%) vs. Q4 2023
- Total value
- $4.65B
- +$398.2M (+9.4%) vs. Q4 2023
- New holders
- 71
- 126 more added
- Sold out
- 57
- 129 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $12 | 0.00% | −3,320,695−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | −18−94.7% | Reduced |
| HighMark Wealth Management LLC | 5 | $55 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $60 | 0.00% | −43−89.6% | Reduced |
| Tfo-TDC, LLC | 7 | $84 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 9 | $107 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $215 | 0.00% | −89−83.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $298 | 0.00% | +25 | New |
| Abound Wealth Management | 28 | $335 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $358 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $404 | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 38 | $450 | 0.00% | +38 | New |
| WR Wealth Planners, LLC | 62 | $739 | 0.00% | +62 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $811 | 0.00% | +68 | New |
| Avion Wealth | 47 | $1.00K | 0.00% | +4+9.3% | Added |
| Private Wealth Management Group, LLC | 85 | $1.01K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 95 | $1.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $1.21K | 0.00% | +61+156.4% | Added |
| Naples Money Management LLC | 102 | $1.22K | 0.00% | −63−38.2% | Reduced |
| AdvisorNet Financial, Inc | 112 | $1.34K | 0.00% | +39+53.4% | Added |
| Umb Bank N A | 129 | $1.54K | 0.00% | +129 | New |
| Park Place Capital Corp | 144 | $1.72K | 0.00% | +144 | New |
| Oakworth Capital, Inc. | 153 | $1.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 154 | $1.84K | 0.00% | +154 | New |
| ClariVest Asset Management LLC | 175 | $2.09K | 0.00% | +47+36.7% | Added |
| CNB Bank | 188 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $2.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 233 | $2.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 271 | $2.93K | 0.00% | +271 | New |
| Hantz Financial Services, Inc. | 210 | $3.00K | 0.00% | −65−23.6% | Reduced |
| Valley National Advisers Inc | 265 | $3.00K | 0.00% | +265 | New |
| Global Retirement Partners, LLC | 265 | $3.16K | 0.00% | −37−12.3% | Reduced |
| Bell Investment Advisors, Inc | 278 | $3.32K | 0.00% | +43+18.3% | Added |
| Federation des caisses Desjardins du Quebec | 290 | $3.46K | 0.00% | −380−56.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 317 | $3.79K | 0.00% | −2−0.6% | Reduced |
| Versant Capital Management, Inc | 388 | $4.63K | 0.00% | −62−13.8% | Reduced |
| Eagle Bay Advisors LLC | 444 | $5.30K | 0.00% | +30+7.2% | Added |
| First Horizon Advisors, Inc. | 447 | $5.34K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 500 | $5.97K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 651 | $7.77K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 698 | $8.20K | 0.00% | +698 | New |
| LRI Investments, LLC | 716 | $8.55K | 0.00% | +716 | New |
| Covestor Ltd | 792 | $9.00K | 0.01% | −327−29.2% | Reduced |
| Massmutual Trust Co FSB | 763 | $9.11K | 0.00% | −24−3.0% | Reduced |
| Allworth Financial LP | 882 | $10.5K | 0.00% | +265+42.9% | Added |
| EverSource Wealth Advisors, LLC | 1,015 | $11.0K | 0.00% | −401−28.3% | Reduced |
| Founders Capital Management | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,094 | $13.1K | 0.00% | +737+206.4% | Added |
| nVerses Capital, LLC | 1,100 | $13.1K | 0.03% | – | – |
| Rise Advisors, LLC | 1,140 | $13.6K | 0.01% | +1,003+732.1% | Added |
| Quarry LP | 1,405 | $16.8K | 0.01% | +1,405 | New |
| Huntington National Bank | 1,418 | $16.9K | 0.00% | +956+206.9% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $17.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,706 | $20.4K | 0.00% | +212+14.2% | Added |
| Principal Securities, Inc. | 1,767 | $21.1K | 0.00% | −459−20.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,809 | $22.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,767 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,091 | $25.0K | 0.00% | +849+68.4% | Added |
| Fortitude Family Office, LLC | 2,091 | $25.0K | 0.02% | +1,594+320.7% | Added |
| State of Wyoming | 2,168 | $25.9K | 0.00% | +238+12.3% | Added |
| Whittier Trust Co | 2,253 | $26.9K | 0.00% | −25−1.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $28.7K | 0.01% | +2,400 | New |
| Parallel Advisors, LLC | 2,594 | $31.0K | 0.00% | −40−1.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,900 | $34.6K | 0.01% | +2,900 | New |
| Rosenberg Matthew Hamilton | 3,102 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,186 | $38.0K | 0.00% | −14−0.4% | Reduced |
| Lindbrook Capital, LLC | 3,335 | $39.8K | 0.00% | +1,332+66.5% | Added |
| Parkside Financial Bank & Trust | 3,460 | $41.3K | 0.01% | +563+19.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,782 | $45.2K | 0.00% | +738+24.2% | Added |
| Ci Investments Inc. | 3,899 | $47.0K | 0.00% | +708+22.2% | Added |
| CWM, LLC | 4,031 | $48.0K | 0.00% | +893+28.5% | Added |
| Tower Research Capital LLC (TRC) | 5,648 | $67.4K | 0.00% | −28,635−83.5% | Reduced |
| GAMMA Investing LLC | 5,829 | $69.6K | 0.01% | −1,156−16.5% | Reduced |
| Northwest & Ethical Investments L.P. | 5,852 | $69.9K | 0.00% | +5,852 | New |
| Advisor Group Holdings, Inc. | 6,366 | $76.0K | 0.00% | −5,710−47.3% | Reduced |
| Amundi | 6,464 | $77.1K | 0.00% | −18,748−74.4% | Reduced |
| Farther Finance Advisors, LLC | 6,913 | $81.2K | 0.00% | −86−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 6,920 | $82.6K | 0.00% | −52,571−88.4% | Reduced |
| Operose Advisors LLC | 9,272 | $110.7K | 0.04% | +64+0.7% | Added |
| KBC Group NV | 9,321 | $111.0K | 0.00% | +1,870+25.1% | Added |
| Quadrant Capital Group LLC | 9,643 | $115.1K | 0.01% | −4,681−32.7% | Reduced |
| Forge First Asset Management Inc. | 10,000 | $119.2K | 0.04% | +10,000 | New |
| MQS Management LLC | 10,003 | $119.4K | 0.07% | −16,414−62.1% | Reduced |
| DekaBank Deutsche Girozentrale | 10,010 | $120.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,229 | $122.1K | 0.00% | −40−0.4% | Reduced |
| Evergreen Capital Management LLC | 10,423 | $124.5K | 0.00% | −1,402−11.9% | Reduced |
| Assetmark, Inc | 10,455 | $124.8K | 0.00% | −736−6.6% | Reduced |
| Versor Investments LP | 10,600 | $126.6K | 0.03% | +10,600 | New |
| Oak Harvest Investment Services | 10,726 | $128.1K | 0.02% | +10,726 | New |
| Signaturefd, LLC | 10,820 | $129.2K | 0.00% | +1,094+11.2% | Added |
| AE Wealth Management LLC | 10,839 | $129.4K | 0.00% | +10,839 | New |
| Syon Capital LLC | 10,874 | $129.8K | 0.01% | +10,874 | New |
| Sage Rhino Capital LLC | 10,899 | $130.1K | 0.03% | +10,899 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,064 | $132.1K | 0.02% | +11,064 | New |
| Prudent Man Advisors, LLC | 11,104 | $132.6K | 0.05% | −616−5.3% | Reduced |
| MorganRosel Wealth Management, LLC | 11,143 | $133.0K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,464 | $136.9K | 0.03% | +11,464 | New |
| Greenleaf Trust | 11,789 | $140.8K | 0.00% | +11,789 | New |
| Gsa Capital Partners LLP | 12,398 | $148.0K | 0.01% | −14,516−53.9% | Reduced |
| Atom Investors LP | 12,556 | $149.9K | 0.02% | +12,556 | New |