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 2026
Institutional positions in Patterson Uti Energy Inc as of Mar 31, 2026. 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
- 415
- +51 vs. Q4 2025
- Shares held
- 424.3M
- +46.6M (+12.3%) vs. Q4 2025
- Total value
- $4.59B
- +$2.29B (+99.0%) vs. Q4 2025
- New holders
- 92
- 136 more added
- Sold out
- 41
- 128 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Patterson Uti Energy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $54 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $70 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $108 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $217 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 23 | $249 | 0.00% | +23 | New |
| Whittier Trust Co of Nevada Inc | 25 | $265 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $282 | 0.00% | +17+188.9% | Added |
| JPL Wealth Management, LLC | 27 | $293 | 0.00% | +27 | New |
| Huntington National Bank | 38 | $411 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 38 | $412 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 39 | $423 | 0.00% | +21+116.7% | Added |
| Trust Co | 40 | $433 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 41 | $446 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 44 | $477 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 65 | $704 | 0.00% | −652−90.9% | Reduced |
| Wilkerson Advisory Group LLC | 68 | $732 | 0.00% | +1+1.5% | Added |
| True Wealth Design, LLC | 68 | $737 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 81 | $877 | 0.00% | +81 | New |
| Rossby Financial, LCC | 85 | $880 | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 86 | $931 | 0.00% | +18+26.5% | Added |
| Centerpoint Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Zions Bancorporation, National Association | 99 | $1.07K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 102 | $1.11K | 0.00% | −7,070−98.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 110 | $1.19K | 0.00% | +60+120.0% | Added |
| Private Wealth Management Group, LLC | 113 | $1.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 132 | $1.43K | 0.00% | +132 | New |
| Quarry LP | 175 | $1.90K | 0.00% | −1,930−91.7% | Reduced |
| CVA Family Office, LLC | 178 | $1.93K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 183 | $1.98K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 188 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 195 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $2.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 211 | $2.29K | 0.00% | −1,035−83.1% | Reduced |
| Root Financial Partners, LLC | 226 | $2.45K | 0.00% | +226 | New |
| Stone House Investment Management, LLC | 234 | $2.53K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 279 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 300 | $3.25K | 0.00% | +33+12.4% | Added |
| Abound Financial, LLC | 400 | $4.33K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 526 | $5.70K | 0.00% | +526 | New |
| Advisory Services Network, LLC | 640 | $6.93K | 0.00% | +640 | New |
| High Note Wealth, LLC | 678 | $7.34K | 0.00% | +254+59.9% | Added |
| Keating Financial Advisory Services, Inc. | 685 | $7.42K | 0.00% | +685 | New |
| Parkside Financial Bank & Trust | 732 | $7.93K | 0.00% | −16−2.1% | Reduced |
| Covestor Ltd | 762 | $8.00K | 0.01% | −621−44.9% | Reduced |
| SBI Securities Co., Ltd. | 743 | $8.05K | 0.00% | +654+734.8% | Added |
| Global Wealth Strategies & Associates | 752 | $8.14K | 0.00% | +752 | New |
| Prestige Wealth Management Group LLC | 760 | $8.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 862 | $9.34K | 0.00% | +862 | New |
| Larson Financial Group LLC | 962 | $10.4K | 0.00% | +64+7.1% | Added |
| Beacon Investment Advisory Services, Inc. | 1,000 | $10.8K | 0.00% | +1,000 | New |
| Bessemer Group Inc | 1,158 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,361 | $14.1K | 0.00% | +13+1.0% | Added |
| Essential Partners LLC | 1,307 | $14.2K | 0.00% | −3−0.2% | Reduced |
| IFP Advisors, Inc | 1,512 | $16.4K | 0.00% | −279−15.6% | Reduced |
| UMA Financial Services, Inc. | 1,577 | $17.1K | 0.00% | +68+4.5% | Added |
| Rothschild Investment LLC | 1,730 | $18.7K | 0.00% | +326+23.2% | Added |
| Basecamp Wealth Advisors LLC | 1,732 | $18.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,980 | $20.5K | 0.02% | +1,864+1,606.9% | Added |
| Valued Wealth Advisors LLC | 2,079 | $22.5K | 0.01% | +2,079 | New |
| Whittier Trust Co | 2,218 | $23.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,286 | $24.8K | 0.00% | −298−11.5% | Reduced |
| Parallel Advisors, LLC | 2,429 | $26.3K | 0.00% | +54+2.3% | Added |
| Westside Investment Management, Inc. | 2,485 | $26.4K | 0.00% | −83−3.2% | Reduced |
| Los Angeles Capital Management LLC | 2,501 | $27.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,546 | $27.6K | 0.00% | +2,546 | New |
| CX Institutional | 2,544 | $28.0K | 0.00% | +25+1.0% | Added |
| State of Wyoming | 2,625 | $28.4K | 0.00% | −1,033−28.2% | Reduced |
| LRI Investments, LLC | 2,670 | $28.9K | 0.00% | −957−26.4% | Reduced |
| Allworth Financial LP | 2,723 | $29.5K | 0.00% | +1,136+71.6% | Added |
| Farther Finance Advisors, LLC | 2,972 | $30.8K | 0.00% | +1,105+59.2% | Added |
| Salomon & Ludwin, LLC | 3,287 | $34.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,237 | $35.1K | 0.00% | +42+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,441 | $37.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,902 | $42.0K | 0.00% | +193+5.2% | Added |
| First Horizon Corp | 4,127 | $44.7K | 0.00% | −1,427−25.7% | Reduced |
| Jones Financial Companies LLLP | 4,526 | $51.4K | 0.00% | −331−6.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,391 | $59.9K | 0.00% | +2,336+76.5% | Added |
| Nomura Asset Management Co Ltd | 5,900 | $63.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,289 | $68.1K | 0.00% | +3,122+98.6% | Added |
| Ronald Blue Trust, Inc. | 6,899 | $74.7K | 0.00% | +168+2.5% | Added |
| Smartleaf Asset Management LLC | 6,974 | $77.1K | 0.00% | −2,872−29.2% | Reduced |
| Versant Capital Management, Inc | 7,402 | $80.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,768 | $105.8K | 0.00% | +532+5.8% | Added |
| Pickering Energy Partners LP | 10,000 | $108.3K | 0.22% | +10,000 | New |
| Fruth Investment Management | 10,100 | $109.0K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,115 | $109.5K | 0.01% | +10,115 | New |
| Fifth Third Wealth Advisors LLC | 10,152 | $109.9K | 0.00% | +10,152 | New |
| Arkadios Wealth Advisors | 10,313 | $111.7K | 0.00% | −130−1.2% | Reduced |
| PDS Planning, Inc | 10,324 | $111.8K | 0.01% | +10,324 | New |
| DekaBank Deutsche Girozentrale | 10,010 | $113.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,636 | $115.2K | 0.00% | −7,694−42.0% | Reduced |
| Sequoia Financial Advisors, LLC | 10,689 | $115.8K | 0.00% | +10,689 | New |
| Rockefeller Capital Management L.P. | 11,011 | $119.3K | 0.00% | +4,420+67.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,121 | $120.4K | 0.03% | −5,938−34.8% | Reduced |
| Journey Strategic Wealth LLC | 11,176 | $121.0K | 0.00% | +456+4.3% | Added |
| Sanctuary Advisors, LLC | 11,253 | $121.9K | 0.00% | +11,253 | New |
| Shelton Capital Management | 11,683 | $126.5K | 0.00% | −1,193−9.3% | Reduced |