PBT
Permian Basin Royalty Trust
$28.06
+1.86 (+7.10%)
At close · Jul 13
Market Cap
$1.31B
Shares
46,608,796
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 100
Total Value: $435,700,498
Total Shares: 20,195,813
Showing 1–100
of 103 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 99 13F filersTop Holder
31.6%
of institutional value
Top 5
75.0%
of institutional value
Top 10
84.2%
of institutional value
HHI
2,028
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid HORIZON KINETICS ASSET MANAGEMENT LLC | $137,290,971 | 31.51% | 6,379,692 | Shares | Defined | 2026-05-15 | ||||
| Small SoftVest Advisors, LLC | $133,792,142 | 30.71% | 6,217,107 | Shares | Sole | 2026-05-15 | ||||
| Small MAD RIVER INVESTORS | $21,587,572 | 4.95% | 1,003,140 | Shares | Sole | 2026-04-23 | ||||
| Mid SCHWARTZ INVESTMENT COUNSEL INC | $20,093,632 | 4.61% | 933,719 | Shares | Sole | 2026-05-04 | ||||
| Small FOUNDATION RESOURCE MANAGEMENT INC Endowment | $13,562,054 | 3.11% | 630,207 | Shares | Sole | 2026-04-21 | ||||
| Mid Moors & Cabot, Inc. | $12,667,575 | 2.91% | 588,642 | Shares | Sole | 2026-05-08 | ||||
| Large SEI INVESTMENTS CO | $9,081,440 | 2.08% | 422,000 | Shares | Sole | 2026-05-13 | ||||
| Mega MORGAN STANLEY | $6,475,452 | 1.49% | 300,904 | Shares | Defined | 2026-05-15 | ||||
| Mid Hosking Partners LLP | $6,031,883 | 1.38% | 280,292 | Shares | Sole | 2026-04-21 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $5,788,557 | 1.33% | 268,985 | Shares | Sole | 2026-04-27 | ||||
| Mid Advisory Services Network, LLC | $5,410,902 | 1.24% | 251,436 | Shares | Sole | 2026-05-15 | ||||
| Small MSRH, LLC | $5,172,159 | 1.19% | 240,342 | Shares | Sole | 2026-05-11 | ||||
| Mid SteelPeak Wealth, LLC | $4,994,202 | 1.15% | 199,449 | Shares | Sole | 2026-07-13 | ||||
| Mega WELLS FARGO & COMPANY/MN | $4,965,137 | 1.14% | 230,722 | Shares | Defined | 2026-05-11 | ||||
| Mega LPL Financial LLC | $4,545,884 | 1.04% | 211,240 | Shares | Sole | 2026-05-06 | ||||
| Large HRT FINANCIAL LP | $3,676,175 | 0.84% | 170,826 | Shares | Defined | 2026-05-14 | ||||
| Mid Beacon Pointe Advisors, LLC | $3,396,566 | 0.78% | 157,833 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $2,724,689 | 0.63% | 126,612 | Shares | Defined | 2026-05-13 | ||||
| Large Lido Advisors, LLC | $2,626,236 | 0.60% | 122,037 | Shares | Sole | 2026-05-13 | ||||
| Micro BWM Planning, LLC | $2,246,623 | 0.52% | 104,397 | Shares | Sole | 2026-04-22 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,811,638 | 0.42% | 84,184 | Shares | Defined | 2026-05-14 | ||||
| Micro Atlas Wealth Partners, LLC | $1,746,218 | 0.40% | 81,144 | Shares | Sole | 2026-04-29 | ||||
| Large HighTower Advisors, LLC | $1,540,573 | 0.35% | 71,588 | Shares | Sole | 2026-05-05 | ||||
| Small PROMETHIUM ADVISORS,LLC | $1,469,772 | 0.34% | 68,298 | Shares | Sole | 2026-04-22 | ||||
| Large Pathstone Holdings, LLC | $1,354,382 | 0.31% | 62,936 | Shares | Sole | 2026-05-11 | ||||
| Small Capital Analysts, LLC | $1,239,185 | 0.28% | 57,583 | Shares | Defined | 2026-05-14 | ||||
| Mid Essex Financial Services, Inc. | $1,236,905 | 0.28% | 57,477 | Shares | Sole | 2026-04-24 | ||||
| Micro Avondale Wealth Management | $1,160,103 | 0.27% | 46,330 | Shares | Sole | 2026-07-13 | ||||
| Micro MOR Wealth Management, LLC | $1,130,531 | 0.26% | 52,534 | Shares | Sole | 2026-04-27 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $1,105,848 | 0.25% | 51,387 | Shares | Defined | 2026-05-18 | ||||
| Small Fielder Capital Group LLC | $897,943 | 0.21% | 41,726 | Shares | Sole | 2026-05-12 | ||||
| Small EagleClaw Capital Managment, LLC | $762,884 | 0.18% | 35,450 | Shares | Sole | 2026-05-08 | ||||
| Mega UBS Group AG | $759,806 | 0.17% | 35,307 | Shares | Defined | 2026-05-05 | ||||
| Large Steward Partners Investment Advisory, LLC | $693,309 | 0.16% | 32,217 | Shares | Sole | 2026-05-08 | ||||
| Mid BEESE FULMER INVESTMENT MANAGEMENT, INC. | $637,357 | 0.15% | 29,617 | Shares | Sole | 2026-04-16 | ||||
| Small Fruth Investment Management | $636,016 | 0.15% | 25,400 | Shares | Sole | 2026-07-10 | ||||
| Large CAPTRUST FINANCIAL ADVISORS | $578,715 | 0.13% | 26,892 | Shares | Sole | 2026-05-15 | ||||
| Small Financial Sense Advisors, Inc. | $538,000 | 0.12% | 25,000 | Shares | Sole | 2026-05-14 | ||||
| Mega JANE STREET GROUP, LLC | $478,603 | 0.11% | 22,240 | Shares | Defined | 2026-05-12 | ||||
| Small Family Manage LLC | $468,016 | 0.11% | 21,748 | Shares | Sole | 2026-05-15 | ||||
| Mid Blue Trust, Inc. | $439,438 | 0.10% | 20,420 | Shares | Other | 2026-04-20 | ||||
| Small Resurgent Financial Advisors LLC | $430,400 | 0.10% | 20,000 | Shares | Sole | 2026-05-13 | ||||
| Mega AMERIPRISE FINANCIAL INC | $426,848 | 0.10% | 19,835 | Shares | Defined | 2026-05-15 | ||||
| Mid Stratos Wealth Partners, LTD. | $421,404 | 0.10% | 19,582 | Shares | Sole | 2026-04-28 | ||||
| Mid Welch Group, LLC | $415,292 | 0.10% | 19,298 | Shares | Sole | 2026-04-21 | ||||
| Mega JANE STREET GROUP, LLC | $411,032 | 0.09% | 19,100 | Call | Defined | 2026-05-12 | ||||
| Large Corient Private Wealth LLC | $406,534 | 0.09% | 18,891 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $404,576 | 0.09% | 18,800 | Call | Defined | 2026-05-15 | ||||
| Mid Capital Investment Advisors, LLC | $395,257 | 0.09% | 18,367 | Shares | Sole | 2026-04-17 | ||||
| Mid INGALLS & SNYDER LLC | $393,127 | 0.09% | 18,268 | Shares | Other | 2026-05-13 | ||||
| Mid BRADLEY FOSTER & SARGENT INC/CT | $367,346 | 0.08% | 17,070 | Shares | Sole | 2026-05-15 | ||||
| Mid SteelPeak Wealth, LLC | $350,560 | 0.08% | 14,000 | Call | Sole | 2026-07-13 | ||||
| Small State of Wyoming | $332,311 | 0.08% | 15,442 | Shares | Sole | 2026-05-13 | ||||
| Mid Waverly Advisors, LLC | $272,572 | 0.06% | 12,666 | Shares | Sole | 2026-05-15 | ||||
| Mid KINGSWOOD WEALTH ADVISORS, LLC | $267,687 | 0.06% | 12,439 | Shares | Sole | 2026-04-28 | ||||
| Small Ironwood Financial, llc | $264,696 | 0.06% | 12,300 | Shares | Sole | 2026-04-16 | ||||
| Mid Quadrature Capital Ltd | $258,562 | 0.06% | 12,015 | Shares | Other | 2026-05-15 | ||||
| Mid First Financial Bankshares Inc | $258,240 | 0.06% | 12,000 | Shares | Defined | 2026-05-11 | ||||
| Mega JANE STREET GROUP, LLC | $256,088 | 0.06% | 11,900 | Put | Defined | 2026-05-12 | ||||
| Small Clark Asset Management, LLC | $250,400 | 0.06% | 10,000 | Shares | Sole | 2026-07-07 | ||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $246,705 | 0.06% | 11,464 | Shares | Sole | 2026-04-08 | ||||
| Large Walleye Capital LLC | $225,314 | 0.05% | 10,470 | Shares | Sole | 2026-05-13 | ||||
| Micro Post Resch Tallon Group Inc. | $210,386 | 0.05% | 8,402 | Shares | Sole | 2026-07-07 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $206,592 | 0.05% | 9,600 | Call | Other | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $172,999 | 0.04% | 8,039 | Shares | Other | 2026-05-08 | ||||
| Mid Atlantic Union Bankshares Corp | $163,443 | 0.04% | 7,595 | Shares | Sole | 2026-05-12 | ||||
| Mega ROYAL BANK OF CANADA Bank | $161,938 | 0.04% | 7,525 | Shares | Defined | 2026-05-15 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $127,226 | 0.03% | 5,912 | Shares | Defined | 2026-05-08 | ||||
| Mid GROUP ONE TRADING LLC | $100,627 | 0.02% | 4,676 | Shares | Sole | 2026-05-13 | ||||
| Small Access Investment Management LLC | $64,560 | 0.01% | 3,000 | Shares | Sole | 2026-05-22 | ||||
| Small Pinnacle Wealth Planning Services, Inc. | $61,052 | 0.01% | 2,837 | Shares | Sole | 2026-05-11 | ||||
| Large NewEdge Advisors, LLC | $60,083 | 0.01% | 2,792 | Shares | Sole | 2026-06-03 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $55,263 | 0.01% | 2,568 | Shares | Defined | 2026-05-12 | ||||
| Mid CX Institutional | $52,809 | 0.01% | 2,109 | Shares | Sole | 2026-07-02 | ||||
| Small Golden State Wealth Management, LLC | $52,637 | 0.01% | 2,446 | Shares | Sole | 2026-04-28 | ||||
| Micro Signature Resources Capital Management, LLC | $45,072 | 0.01% | 1,800 | Shares | Sole | 2026-07-14 | ||||
| Small Lummis Asset Management, LP | $39,812 | 0.01% | 1,850 | Shares | Sole | 2026-05-11 | ||||
| Mega BARCLAYS PLC | $38,800 | 0.01% | 1,803 | Shares | Defined | 2026-05-15 | ||||
| Mid Geneos Wealth Management Inc. | $32,280 | 0.01% | 1,500 | Shares | Sole | 2026-05-05 | ||||
| Mid Tower Research Capital LLC (TRC) | $26,684 | 0.01% | 1,240 | Shares | Defined | 2026-05-15 | ||||
| Mid BEACON INVESTMENT ADVISORY SERVICES, INC. | $25,040 | 0.01% | 1,000 | Shares | Sole | 2026-07-08 | ||||
| Large OSAIC HOLDINGS, INC. | $25,006 | 0.01% | 1,162 | Shares | Defined | 2026-05-15 | ||||
| Mid Smartleaf Asset Management LLC | $21,520 | 0.00% | 1,000 | Shares | Sole | 2026-05-15 | ||||
| Mid SIMPLEX TRADING, LLC | $11,082 | 0.00% | 515 | Shares | Sole | 2026-05-14 | ||||
| Small WEBSTER BANK, N. A. | $8,973 | 0.00% | 417 | Shares | Sole | 2026-04-17 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $8,328 | 0.00% | 387 | Shares | Sole | 2026-05-15 | ||||
| Small Medallion Wealth Advisors, LLC | $8,263 | 0.00% | 384 | Shares | Sole | 2026-04-24 | ||||
| Micro WealthCollab, LLC | $6,972 | 0.00% | 324 | Shares | Defined | 2026-05-13 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $6,520 | 0.00% | 303 | Shares | Sole | 2026-05-15 | ||||
| Mid CoreCap Advisors, LLC | $5,008 | 0.00% | 200 | Shares | Sole | 2026-07-06 | ||||
| Small SJS Investment Consulting Inc. | $4,325 | 0.00% | 201 | Shares | Sole | 2026-04-23 | ||||
| Micro PFS Partners, LLC | $4,304 | 0.00% | 200 | Shares | Sole | 2026-04-09 | ||||
| Large ASSETMARK, INC | $4,304 | 0.00% | 200 | Shares | Sole | 2026-05-06 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4,304 | 0.00% | 200 | Shares | Sole | 2026-05-01 | ||||
| Small Fortis Group Advisors, LLC | $4,304 | 0.00% | 200 | Shares | Sole | 2026-05-08 | ||||
| Mid Western Wealth Management, LLC | $3,012 | 0.00% | 140 | Shares | Sole | 2026-05-19 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $1,872 | 0.00% | 87 | Shares | Sole | 2026-05-18 | ||||
| Mid SIGNATUREFD, LLC | $1,872 | 0.00% | 87 | Shares | Sole | 2026-04-07 | ||||
| Small MCGUIRE CAPITAL ADVISORS INC | $1,011 | 0.00% | 47 | Shares | Sole | 2026-05-14 | ||||
| Large TD Waterhouse Canada Inc. | $968 | 0.00% | 45 | Shares | Defined | 2026-05-12 | ||||
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