Institutional Ownership Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soft Vest Advisors, LLC
Abilene, TX |
Nov 12, 2025 Q3 2025 |
6,217,107
shares
|
$127 Million
23.07% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
6,099,049
shares
|
$125 Million
1.6% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
984,672
shares
|
$20.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 32.08%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
922,230
shares
|
$18.9 Million
8.41% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Foundation Resource Management Inc
|
Oct 14, 2025 Q3 2025 |
642,507
shares
|
$13.1 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
530,290
shares
|
$10.8 Million
0.45% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hosking Partners LLP
|
Oct 23, 2025 Q3 2025 |
307,453
shares
|
$6.28 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
290,577
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
262,399
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2025
Added 466.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
247,385
shares
|
$5.06 Million
0.0% of portfolio
|
Q3 2025
Added 74.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
246,420
shares
|
$5.04 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
241,846
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
233,704
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
210,745
shares
|
$4.31 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
174,980
shares
|
$3.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
147,578
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Added 170.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
145,934
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
118,341
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
118,114
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
109,651
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
104,397
shares
|
$2.13 Million
0.57% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
100,874
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 2157.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
96,021
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 4701.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
85,964
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 33.35%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
84,588
shares
|
$1.73 Million
2.2% of portfolio
|
Q3 2025
Added 9.62%
|
|