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 2024
Institutional positions in Patterson Uti Energy Inc as of Sep 30, 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
- 367
- +11 vs. Q2 2024
- Shares held
- 387.4M
- +47.8M (+14.1%) vs. Q2 2024
- Total value
- $2.97B
- −$552.2M (−15.7%) vs. Q2 2024
- New holders
- 60
- 148 more added
- Sold out
- 49
- 115 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 1 | $5 | 0.00% | −4−80.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $8 | 0.00% | +1 | New |
| Proequities, Inc. | 14 | $107 | 0.00% | −313−95.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $191 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $192 | 0.00% | −3−10.7% | Reduced |
| Strategic Investment Solutions, Inc. | 30 | $230 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $291 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38 | $293 | 0.00% | +38 | New |
| Mendota Financial Group, LLC | 41 | $314 | 0.00% | +41 | New |
| GWM Advisors LLC | 44 | $337 | 0.00% | −51−53.7% | Reduced |
| Bokf, NA | 42 | $348 | 0.00% | +42 | New |
| Concord Wealth Partners | 55 | $421 | 0.00% | +55 | New |
| Private Wealth Management Group, LLC | 57 | $437 | 0.00% | −609−91.4% | Reduced |
| WR Wealth Planners, LLC | 63 | $482 | 0.00% | +1+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 66 | $504 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 92 | $704 | 0.00% | −3,495−97.4% | Reduced |
| Geneos Wealth Management Inc. | 96 | $734 | 0.00% | +96 | New |
| CVA Family Office, LLC | 97 | $742 | 0.00% | +49+102.1% | Added |
| Avion Wealth | 218 | $1.00K | 0.00% | +171+363.8% | Added |
| ClariVest Asset Management LLC | 98 | $1.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 154 | $1.18K | 0.00% | +154 | New |
| Johnson Financial Group, Inc. | 160 | $1.22K | 0.00% | −4,940−96.9% | Reduced |
| AdvisorNet Financial, Inc | 180 | $1.38K | 0.00% | +180 | New |
| Federation des caisses Desjardins du Quebec | 183 | $1.40K | 0.00% | −290−61.3% | Reduced |
| CNB Bank | 188 | $1.44K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $1.53K | 0.00% | −104−34.2% | Reduced |
| Bryn Mawr Trust Co | 206 | $1.58K | 0.00% | +206 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 233 | $1.78K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 243 | $1.86K | 0.00% | +184+311.9% | Added |
| Mather Group, LLC. | 260 | $1.99K | 0.00% | −124−32.3% | Reduced |
| Bessemer Group Inc | 243 | $2.00K | 0.00% | −1,488−86.0% | Reduced |
| Hantz Financial Services, Inc. | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 283 | $2.17K | 0.00% | −1,808−86.5% | Reduced |
| Bell Investment Advisors, Inc | 304 | $2.33K | 0.00% | +26+9.4% | Added |
| Global Retirement Partners, LLC | 317 | $2.42K | 0.00% | +44+16.1% | Added |
| Versant Capital Management, Inc | 455 | $3.48K | 0.00% | −517−53.2% | Reduced |
| LGT Financial Advisors LLC | 459 | $3.51K | 0.01% | +459 | New |
| Estabrook Capital Management | 500 | $3.83K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 592 | $4.53K | 0.00% | −59−9.1% | Reduced |
| Quarry LP | 692 | $5.29K | 0.00% | +692 | New |
| CIBC Private Wealth Group, LLC | 698 | $5.34K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 705 | $5.39K | 0.00% | +705 | New |
| Quest Partners LLC | 716 | $5.48K | 0.00% | +716 | New |
| Allworth Financial LP | 787 | $6.02K | 0.00% | +327+71.1% | Added |
| Umb Bank N A | 918 | $7.02K | 0.00% | +539+142.2% | Added |
| Founders Capital Management | 1,000 | $7.65K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,021 | $7.81K | 0.00% | −397−28.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,118 | $8.55K | 0.00% | −72−6.1% | Reduced |
| Rise Advisors, LLC | 1,161 | $8.88K | 0.00% | +11+1.0% | Added |
| Sterling Capital Management LLC | 1,331 | $10.2K | 0.00% | +1,331 | New |
| Hexagon Capital Partners LLC | 1,384 | $10.6K | 0.00% | −1,017−42.4% | Reduced |
| Optiver Holding B.V. | 1,460 | $11.2K | 0.00% | −1,205−45.2% | Reduced |
| Principal Securities, Inc. | 1,460 | $11.2K | 0.00% | −162−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,504 | $11.5K | 0.00% | +1,504 | New |
| Rothschild Investment LLC | 1,530 | $11.7K | 0.00% | −30,930−95.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,672 | $12.8K | 0.00% | +1,354+425.8% | Added |
| PrairieView Partners, LLC | 1,767 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,835 | $14.0K | 0.00% | −812,650−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,798 | $14.0K | 0.00% | −11−0.6% | Reduced |
| Fifth Third Bancorp | 2,185 | $16.7K | 0.00% | +234+12.0% | Added |
| Whittier Trust Co | 2,253 | $17.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,675 | $20.5K | 0.00% | +247+10.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,900 | $22.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,918 | $22.3K | 0.00% | −4,462−60.5% | Reduced |
| GeoWealth Management, LLC | 2,949 | $22.6K | 0.00% | +2,949 | New |
| Rosenberg Matthew Hamilton | 3,102 | $23.7K | 0.01% | +3,102 | New |
| LRI Investments, LLC | 3,089 | $25.5K | 0.00% | +979+46.4% | Added |
| Smartleaf Asset Management LLC | 3,943 | $30.0K | 0.00% | +977+32.9% | Added |
| Lindbrook Capital, LLC | 4,303 | $32.9K | 0.00% | +1,506+53.8% | Added |
| Massmutual Trust Co FSB | 4,320 | $33.0K | 0.00% | +3,087+250.4% | Added |
| Jones Financial Companies LLLP | 4,487 | $34.2K | 0.00% | +500+12.5% | Added |
| CWM, LLC | 4,667 | $36.0K | 0.00% | −1,376−22.8% | Reduced |
| Parallel Advisors, LLC | 5,064 | $38.7K | 0.00% | +2,094+70.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,500 | $42.1K | 0.00% | +1,145+26.3% | Added |
| Northwest & Ethical Investments L.P. | 5,800 | $44.4K | 0.00% | −52−0.9% | Reduced |
| Amundi | 5,996 | $45.8K | 0.00% | +141+2.4% | Added |
| Tower Research Capital LLC (TRC) | 6,013 | $46.0K | 0.00% | −58,525−90.7% | Reduced |
| GAMMA Investing LLC | 6,383 | $48.8K | 0.00% | +319+5.3% | Added |
| Covestor Ltd | 6,885 | $53.0K | 0.03% | +3,307+92.4% | Added |
| Public Employees Retirement System of Ohio | 7,003 | $53.6K | 0.00% | +377+5.7% | Added |
| Point72 Hong Kong Ltd | 8,964 | $68.6K | 0.00% | −1,536−14.6% | Reduced |
| nVerses Capital, LLC | 9,800 | $75.0K | 0.03% | +9,800 | New |
| DekaBank Deutsche Girozentrale | 10,010 | $75.0K | 0.00% | +3,221+47.4% | Added |
| Atria Wealth Solutions, Inc. | 10,000 | $76.5K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,131 | $77.5K | 0.02% | −2,492−19.7% | Reduced |
| Empowered Funds, LLC | 10,139 | $77.6K | 0.00% | −554−5.2% | Reduced |
| Assetmark, Inc | 10,795 | $82.6K | 0.00% | +50.0% | Added |
| KBC Group NV | 11,044 | $84.0K | 0.00% | +1,723+18.5% | Added |
| Ieq Capital, LLC | 12,029 | $92.0K | 0.00% | +12,029 | New |
| Lazard Asset Management LLC | 12,514 | $94.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,650 | $96.8K | 0.00% | +12,650 | New |
| Ronald Blue Trust, Inc. | 9,498 | $98.4K | 0.00% | +1,901+25.0% | Added |
| Shelton Capital Management | 12,876 | $98.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 13,050 | $99.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13,123 | $100.0K | 0.01% | +12,436+1,810.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 13,125 | $100.4K | 0.02% | +3,072+30.6% | Added |
| Connable Office Inc | 13,186 | $100.9K | 0.01% | −1,048−7.4% | Reduced |