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 2024
Institutional positions in Patterson Uti Energy Inc as of Dec 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
- 365
- +4 vs. Q3 2024
- Shares held
- 403.7M
- +17.1M (+4.4%) vs. Q3 2024
- Total value
- $3.34B
- +$376.2M (+12.7%) vs. Q3 2024
- New holders
- 64
- 138 more added
- Sold out
- 60
- 117 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3 | $17 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 11 | $91 | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 15 | $124 | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 25 | $206 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $207 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $314 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $320 | 0.00% | +1+2.6% | Added |
| Strategic Investment Solutions, Inc. | 30 | $324 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $454 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 64 | $526 | 0.00% | +1+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 66 | $545 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $562 | 0.00% | +68 | New |
| Mattson Financial Services, LLC | 100 | $765 | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 96 | $793 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 109 | $900 | 0.00% | −151−58.1% | Reduced |
| CVA Family Office, LLC | 114 | $942 | 0.00% | +17+17.5% | Added |
| MAI Capital Management | 129 | $1.07K | 0.00% | +129 | New |
| Prestige Wealth Management Group LLC | 131 | $1.08K | 0.00% | +131 | New |
| Parkside Financial Bank & Trust | 135 | $1.12K | 0.00% | +43+46.7% | Added |
| Eagle Bay Advisors LLC | 161 | $1.33K | 0.00% | −39−19.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 183 | $1.51K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 188 | $1.55K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 202 | $1.67K | 0.00% | −819−80.2% | Reduced |
| Bryn Mawr Trust Co | 206 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 208 | $1.72K | 0.00% | −109−34.4% | Reduced |
| Bogart Wealth, LLC | 212 | $1.75K | 0.00% | +212 | New |
| IFP Advisors, Inc | 219 | $1.81K | 0.00% | +65+42.2% | Added |
| Farmers & Merchants Investments Inc | 233 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 245 | $2.02K | 0.00% | +245 | New |
| Cornerstone Planning Group LLC | 296 | $2.49K | 0.00% | +296 | New |
| Bell Investment Advisors, Inc | 316 | $2.61K | 0.00% | +12+3.9% | Added |
| GWM Advisors LLC | 353 | $2.92K | 0.00% | +309+702.3% | Added |
| Private Wealth Management Group, LLC | 418 | $3.45K | 0.00% | +361+633.3% | Added |
| GHP Investment Advisors, Inc. | 432 | $3.57K | 0.00% | +432 | New |
| Estabrook Capital Management | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 544 | $4.50K | 0.01% | +544 | New |
| Plante Moran Financial Advisors, LLC | 592 | $4.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 705 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 740 | $6.11K | 0.00% | −178−19.4% | Reduced |
| CIBC Private Wealth Group, LLC | 836 | $7.04K | 0.00% | +138+19.8% | Added |
| Founders Capital Management | 1,000 | $8.26K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,032 | $8.52K | 0.00% | −129−11.1% | Reduced |
| Allworth Financial LP | 946 | $8.64K | 0.00% | +159+20.2% | Added |
| EverSource Wealth Advisors, LLC | 1,076 | $8.89K | 0.00% | −42−3.8% | Reduced |
| GW&K Investment Management, LLC | 1,050 | $9.00K | 0.00% | −785−42.8% | Reduced |
| Harbour Investments, Inc. | 1,246 | $10.3K | 0.00% | +1,246 | New |
| Fortitude Family Office, LLC | 1,393 | $11.5K | 0.00% | +1,110+392.2% | Added |
| Farther Finance Advisors, LLC | 1,409 | $11.6K | 0.00% | −1,509−51.7% | Reduced |
| Rothschild Investment LLC | 1,470 | $12.1K | 0.00% | −60−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,567 | $12.9K | 0.00% | +107+7.3% | Added |
| PrairieView Partners, LLC | 1,767 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,787 | $14.8K | 0.00% | −398−18.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,899 | $16.0K | 0.00% | +101+5.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,972 | $16.3K | 0.00% | +300+17.9% | Added |
| Optiver Holding B.V. | 2,017 | $16.7K | 0.00% | +557+38.2% | Added |
| Versant Capital Management, Inc | 2,075 | $17.1K | 0.00% | +1,620+356.0% | Added |
| Whittier Trust Co | 2,218 | $18.3K | 0.00% | −35−1.6% | Reduced |
| International Assets Investment Management, LLC | 25,040 | $24.7K | 0.00% | +24,428+3,991.5% | Added |
| Rosenberg Matthew Hamilton | 3,102 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,228 | $26.7K | 0.00% | +1,844+133.2% | Added |
| WFA Asset Management Corp | 3,250 | $26.8K | 0.01% | +3,250 | New |
| LRI Investments, LLC | 3,323 | $27.4K | 0.00% | +234+7.6% | Added |
| Parallel Advisors, LLC | 3,330 | $27.5K | 0.00% | −1,734−34.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,441 | $29.5K | 0.00% | +3,218+1,443.0% | Added |
| Lindbrook Capital, LLC | 3,746 | $30.9K | 0.00% | −557−12.9% | Reduced |
| Meeder Asset Management Inc | 4,675 | $38.6K | 0.00% | +4,675 | New |
| Ronald Blue Trust, Inc. | 5,014 | $41.4K | 0.00% | −4,484−47.2% | Reduced |
| Jones Financial Companies LLLP | 5,047 | $41.7K | 0.00% | +560+12.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,071 | $41.9K | 0.01% | +5,071 | New |
| Smartleaf Asset Management LLC | 5,660 | $45.9K | 0.00% | +1,717+43.5% | Added |
| Massmutual Trust Co FSB | 5,678 | $46.9K | 0.00% | +1,358+31.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,890 | $48.7K | 0.00% | +390+7.1% | Added |
| Advisors Asset Management, Inc. | 6,571 | $54.3K | 0.00% | −40,374−86.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,603 | $54.5K | 0.05% | +6,603 | New |
| GAMMA Investing LLC | 6,701 | $55.4K | 0.00% | +318+5.0% | Added |
| Coppell Advisory Solutions LLC | 7,053 | $57.2K | 0.01% | −6,070−46.3% | Reduced |
| Public Employees Retirement System of Ohio | 7,336 | $60.6K | 0.00% | +333+4.8% | Added |
| DekaBank Deutsche Girozentrale | 10,010 | $77.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10,147 | $83.8K | 0.00% | −648−6.0% | Reduced |
| Kestra Investment Management, LLC | 10,266 | $84.8K | 0.00% | +10,266 | New |
| TrueMark Investments, LLC | 10,276 | $84.9K | 0.03% | −12,041−54.0% | Reduced |
| Arcadia Investment Management Corp | 10,287 | $85.0K | 0.01% | −87,598−89.5% | Reduced |
| Crestline Management, LP | 10,300 | $85.1K | 0.00% | +10,300 | New |
| Sciencast Management LP | 10,339 | $85.4K | 0.02% | +10,339 | New |
| Brinker Capital Investments, LLC | 10,562 | $87.2K | 0.00% | +10,562 | New |
| Orion Portfolio Solutions, LLC | 10,562 | $87.2K | 0.00% | +10,562 | New |
| Captrust Financial Advisors | 10,681 | $88.2K | 0.00% | +10,681 | New |
| Empowered Funds, LLC | 10,766 | $88.9K | 0.00% | +627+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 10,942 | $90.4K | 0.00% | −3,842−26.0% | Reduced |
| CWM, LLC | 10,958 | $91.0K | 0.00% | +6,291+134.8% | Added |
| Lazard Asset Management LLC | 11,666 | $96.0K | 0.00% | −848−6.8% | Reduced |
| Covestor Ltd | 11,573 | $96.0K | 0.06% | +4,688+68.1% | Added |
| GTS Securities LLC | 11,639 | $96.1K | 0.00% | −34,257−74.6% | Reduced |
| Vident Advisory, LLC | 12,144 | $100.3K | 0.00% | −4,666−27.8% | Reduced |
| Sterling Capital Management LLC | 12,262 | $101.3K | 0.00% | +10,931+821.3% | Added |
| TownSquare Capital, LLC | 12,470 | $103.0K | 0.00% | +12,470 | New |