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 115 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soft Vest Advisors, LLC
Abilene, TX |
Aug 14, 2025 Q2 2025 |
6,206,624
shares
|
$114 Million
9.72% of portfolio
|
Q2 2025
Added 40.11%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
5,839,825
shares
|
$107 Million
0.98% of portfolio
|
Q2 2025
Added 41.25%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
1,449,709
shares
|
$26.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Mad River Investors
|
Jul 08, 2025 Q2 2025 |
883,917
shares
|
$16.2 Million
5.6% of portfolio
|
Q2 2025
Added 87.39%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
643,257
shares
|
$11.8 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
530,208
shares
|
$9.7 Million
0.32% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Hosking Partners LLP
|
Aug 07, 2025 Q2 2025 |
308,549
shares
|
$5.65 Million
0.16% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
293,492
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 126.29%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
265,724
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
246,391
shares
|
$4.51 Million
0.05% of portfolio
|
Q2 2025
Added 327.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
245,398
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
235,797
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
210,745
shares
|
$3.86 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
197,713
shares
|
$3.62 Million
0.09% of portfolio
|
Q2 2025
Added 1116.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
142,059
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 160.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
138,593
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
117,842
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
109,651
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
104,397
shares
|
$1.91 Million
0.44% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
96,021
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 4701.05%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
77,163
shares
|
$1.41 Million
1.11% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
71,230
shares
|
$1.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
70,323
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
64,466
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 145.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
62,936
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|