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 2025
Institutional positions in Patterson Uti Energy Inc as of Mar 31, 2025. 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
- 381
- +25 vs. Q4 2024
- Shares held
- 401.6M
- +1.62M (+0.4%) vs. Q4 2024
- Total value
- $3.30B
- −$2.22M (−0.1%) vs. Q4 2024
- New holders
- 66
- 134 more added
- Sold out
- 41
- 126 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 118 | $0 | 0.00% | +118 | New |
| HighMark Wealth Management LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $16 | 0.00% | −210−99.1% | Reduced |
| Capital A Wealth Management, LLC | 5 | $43 | 0.00% | −539−99.1% | Reduced |
| Abound Wealth Management | 20 | $165 | 0.00% | −5−20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $205 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $247 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $312 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $378 | 0.00% | +35+318.2% | Added |
| Huntington National Bank | 64 | $526 | 0.00% | −138−68.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 68 | $559 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 71 | $584 | 0.00% | +71 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 75 | $615 | 0.00% | +9+13.6% | Added |
| Caitong International Asset Management Co., Ltd | 90 | $740 | 0.00% | −6,513−98.6% | Reduced |
| Bell Investment Advisors, Inc | 100 | $822 | 0.00% | −216−68.4% | Reduced |
| Mather Group, LLC. | 109 | $896 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 114 | $937 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 132 | $1.09K | 0.00% | +93+238.5% | Added |
| Stephens Consulting, LLC | 135 | $1.11K | 0.00% | +135 | New |
| Bare Financial Services, Inc | 170 | $1.40K | 0.00% | +170 | New |
| Federation des caisses Desjardins du Quebec | 183 | $1.50K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 188 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 206 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 296 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 233 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 229 | $2.00K | 0.00% | +19+9.0% | Added |
| Sierra Ocean, LLC | 245 | $2.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 384 | $2.34K | 0.00% | −562−59.4% | Reduced |
| Prestige Wealth Management Group LLC | 334 | $2.75K | 0.00% | +203+155.0% | Added |
| GWM Advisors LLC | 353 | $2.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 359 | $2.95K | 0.00% | +263+274.0% | Added |
| Meeder Asset Management Inc | 399 | $3.28K | 0.00% | −4,276−91.5% | Reduced |
| CIBC Private Wealth Group, LLC | 601 | $3.28K | 0.00% | −235−28.1% | Reduced |
| Abound Financial, LLC | 400 | $3.29K | 0.00% | +400 | New |
| Estabrook Capital Management | 500 | $4.11K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 576 | $4.74K | 0.00% | +576 | New |
| Point72 Hong Kong Ltd | 600 | $4.93K | 0.00% | +600 | New |
| Parkside Financial Bank & Trust | 658 | $5.41K | 0.00% | +523+387.4% | Added |
| Trust Co of Vermont | 705 | $5.79K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 765 | $6.28K | 0.00% | +762+25,400.0% | Added |
| Clear Street Markets LLC | 768 | $6.31K | 0.00% | +768 | New |
| Private Wealth Management Group, LLC | 822 | $6.76K | 0.00% | +404+96.7% | Added |
| Founders Capital Management | 1,000 | $8.22K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,082 | $8.89K | 0.00% | −9,184−89.5% | Reduced |
| Harbour Investments, Inc. | 1,246 | $10.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,383 | $11.4K | 0.00% | +643+86.9% | Added |
| Fortitude Family Office, LLC | 1,393 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,409 | $11.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,450 | $11.9K | 0.00% | +374+34.8% | Added |
| Rise Advisors, LLC | 1,515 | $12.5K | 0.01% | +483+46.8% | Added |
| Principal Securities, Inc. | 1,567 | $12.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,767 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,775 | $14.6K | 0.00% | +305+20.7% | Added |
| Capital Advisors, Ltd. LLC | 1,821 | $15.0K | 0.00% | −78−4.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,972 | $16.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,000 | $16.4K | 0.00% | −19,515−90.7% | Reduced |
| Whittier Trust Co | 2,218 | $18.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,487 | $20.0K | 0.00% | −34,064−93.2% | Reduced |
| Optiver Holding B.V. | 2,436 | $20.0K | 0.00% | +419+20.8% | Added |
| Fifth Third Bancorp | 2,450 | $20.1K | 0.00% | +663+37.1% | Added |
| Versant Capital Management, Inc | 2,599 | $21.4K | 0.00% | +524+25.3% | Added |
| Coldstream Capital Management Inc | 2,773 | $22.8K | 0.00% | +2,773 | New |
| Opal Wealth Advisors, LLC | 2,837 | $23.3K | 0.01% | +2,837 | New |
| Hexagon Capital Partners LLC | 2,981 | $24.5K | 0.00% | −247−7.7% | Reduced |
| Parallel Advisors, LLC | 3,291 | $27.1K | 0.00% | −39−1.2% | Reduced |
| LRI Investments, LLC | 3,323 | $27.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,441 | $28.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,653 | $30.0K | 0.00% | −93−2.5% | Reduced |
| Jones Financial Companies LLLP | 3,835 | $31.4K | 0.00% | −1,212−24.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,607 | $37.9K | 0.00% | −10,800−70.1% | Reduced |
| Massmutual Trust Co FSB | 5,268 | $43.3K | 0.00% | −410−7.2% | Reduced |
| Nomura Asset Management Co Ltd | 5,900 | $48.5K | 0.00% | +4,400+293.3% | Added |
| Covestor Ltd | 6,260 | $51.0K | 0.03% | −5,313−45.9% | Reduced |
| Advisors Asset Management, Inc. | 6,506 | $53.5K | 0.00% | −65−1.0% | Reduced |
| State of Wyoming | 6,590 | $54.2K | 0.01% | +6,590 | New |
| Arcadia Investment Management Corp | 6,837 | $56.2K | 0.01% | −3,450−33.5% | Reduced |
| Ronald Blue Trust, Inc. | 7,167 | $58.9K | 0.00% | +2,153+42.9% | Added |
| Smartleaf Asset Management LLC | 7,983 | $65.4K | 0.01% | +2,323+41.0% | Added |
| Assetmark, Inc | 8,492 | $69.8K | 0.00% | −1,655−16.3% | Reduced |
| DekaBank Deutsche Girozentrale | 10,010 | $81.0K | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 10,000 | $82.0K | 0.01% | +10,000 | New |
| Wedbush Securities Inc | 10,297 | $85.0K | 0.00% | +10,297 | New |
| Merit Financial Group, LLC | 10,398 | $85.5K | 0.00% | +10,398 | New |
| First Manhattan Co | 10,441 | $85.8K | 0.00% | +10,441 | New |
| Northwestern Mutual Wealth Management Co | 10,568 | $86.9K | 0.00% | +4,678+79.4% | Added |
| Brinker Capital Investments, LLC | 10,579 | $87.0K | 0.00% | +17+0.2% | Added |
| Orion Portfolio Solutions, LLC | 10,579 | $87.0K | 0.00% | +17+0.2% | Added |
| Empowered Funds, LLC | 11,478 | $94.3K | 0.00% | +712+6.6% | Added |
| Brucke Financial, Inc. | 16,758 | $94.5K | 0.08% | −11−0.1% | Reduced |
| Forum Financial Management, LP | 11,972 | $98.4K | 0.00% | +11,972 | New |
| Archetype Wealth Partners | 12,100 | $99.0K | 0.01% | +12,100 | New |
| Savant Capital, LLC | 12,135 | $99.8K | 0.00% | +12,135 | New |
| Prudent Man Advisors, LLC | 12,631 | $103.8K | 0.04% | 00.0% | Unchanged |
| Adams Wealth Management | 12,600 | $104.7K | 0.02% | +12,600 | New |
| CacheTech Inc. | 12,600 | $104.7K | 0.02% | +12,600 | New |
| Quantitative Investment Management, LLC | 12,800 | $105.0K | 0.01% | +12,800 | New |
| Shelton Capital Management | 12,876 | $105.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 13,050 | $107.3K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,351 | $109.7K | 0.00% | −11−0.1% | Reduced |
| Greenleaf Trust | 13,384 | $110.0K | 0.00% | −6,192−31.6% | Reduced |