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PBT

Permian Basin Royalty Trust

Company with tickers: PBT

CIK
319654
CUSIP
714236106
Shares Outstanding
46,608,796
13F Activity (30d)
68 filings 68 filers
Holders: 98
Total Value: $434,881,578
Total Shares: 20,208,254
Showing 1–100 of 101 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 98 13F filers · Δ vs Dec 31, 2025
Top Holder
31.6%
Jun 2023 → Mar 2026 · range 28.9% – 32.9%
+2.2 pts
Top 5
75.0%
Jun 2023 → Mar 2026 · range 69.9% – 77.9%
+3.8 pts
Top 10
84.2%
Jun 2023 → Mar 2026 · range 82.6% – 87.4%
+1.5 pts
HHI
2,028
Jun 2023 → Mar 2026 · range 1,671 – 2,028
Moderately concentrated +220

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
25
Decreased
32
Sold Out
14
Unchanged
32
Holder count: -5
Institutional value: +20.9%
Shares held: -4.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large SEI INVESTMENTS CO +226,600 422,000
Mid HORIZON KINETICS ASSET MANAGEMENT LLC +191,892 6,379,692
Mid Beacon Pointe Advisors, LLC +112,710 157,833
Large HRT FINANCIAL LP +83,887 170,826
Mega MORGAN STANLEY +76,243 300,904

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega JANE STREET GROUP, LLC −677,347 53,240
Mega CITADEL ADVISORS LLC −493,548 18,800
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −339,065 9,600
Mid GROUP ONE TRADING LLC −160,494 4,676
Mid Hosking Partners LLP −66,391 280,292

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid SteelPeak Wealth, LLC 235,103 $5,059,416
Mid Quadrature Capital Ltd 12,015 $258,562
Mid CX Institutional 1,170 $25,178
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. 1,000 $21,520
Mid Smartleaf Asset Management LLC 1,000 $21,520

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega STATE STREET CORP 17,965 $305,045
Mid SCS Capital Management LLC 17,295 $293,669
Large Creative Planning 14,208 $241,251
Mid XTX Topco Ltd 13,541 $229,926
Mid NewEdge Advisors, LLC 2,791 $47,391
Filter: New 9 Increased 25 Reduced 32 Sold out 14 Unchanged 32
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $137,290,971 31.57% 6,379,692
Small SoftVest Advisors, LLC $133,792,142 30.77% 6,217,107
Small MAD RIVER INVESTORS $21,587,572 4.96% 1,003,140
Mid SCHWARTZ INVESTMENT COUNSEL INC $20,093,632 4.62% 933,719
Small FOUNDATION RESOURCE MANAGEMENT INC Endowment $13,562,054 3.12% 630,207
Mid Moors & Cabot, Inc. $12,667,575 2.91% 588,642
Large SEI INVESTMENTS CO $9,081,440 2.09% 422,000
Mega MORGAN STANLEY $6,475,452 1.49% 300,904
Mid Hosking Partners LLP $6,031,883 1.39% 280,292
Large COMMONWEALTH EQUITY SERVICES, LLC $5,788,557 1.33% 268,985
Mid Advisory Services Network, LLC $5,410,902 1.24% 251,436
Small MSRH, LLC $5,172,159 1.19% 240,342
Mega WELLS FARGO & COMPANY/MN $4,965,137 1.14% 230,722
Mega LPL Financial LLC $4,545,884 1.05% 211,240
Mid SteelPeak Wealth, LLC $4,112,536 0.95% 191,103
Large HRT FINANCIAL LP $3,676,175 0.85% 170,826
Mid Beacon Pointe Advisors, LLC $3,396,566 0.78% 157,833
Mega JPMORGAN CHASE & CO $2,724,689 0.63% 126,612
Large Lido Advisors, LLC $2,626,236 0.60% 122,037
Micro BWM Planning, LLC $2,246,623 0.52% 104,397
Mega RAYMOND JAMES FINANCIAL INC $1,811,638 0.42% 84,184
Micro Atlas Wealth Partners, LLC $1,746,218 0.40% 81,144
Large HighTower Advisors, LLC $1,540,573 0.35% 71,588
Small PROMETHIUM ADVISORS,LLC $1,469,772 0.34% 68,298
Large Pathstone Holdings, LLC $1,354,382 0.31% 62,936
Small Capital Analysts, LLC $1,239,185 0.28% 57,583
Small Essex Financial Services, Inc. $1,236,905 0.28% 57,477
Micro MOR Wealth Management, LLC $1,130,531 0.26% 52,534
Mega BANK OF AMERICA CORP /DE/ Bank $1,105,848 0.25% 51,387
Micro Avondale Wealth Management $1,059,860 0.24% 49,250
Mid SteelPeak Wealth, LLC $946,880 0.22% 44,000
Small Fielder Capital Group LLC $897,943 0.21% 41,726
Small EagleClaw Capital Managment, LLC $762,884 0.18% 35,450
Mega UBS Group AG $759,806 0.17% 35,307
Large Steward Partners Investment Advisory, LLC $693,309 0.16% 32,217
Mid BEESE FULMER INVESTMENT MANAGEMENT, INC. $637,357 0.15% 29,617
Large CAPTRUST FINANCIAL ADVISORS $578,715 0.13% 26,892
Small Fruth Investment Management $546,608 0.13% 25,400
Small Financial Sense Advisors, Inc. $538,000 0.12% 25,000
Mega JANE STREET GROUP, LLC $478,603 0.11% 22,240
Small Family Manage LLC $468,016 0.11% 21,748
Mid Blue Trust, Inc. $439,438 0.10% 20,420
Small Resurgent Financial Advisors LLC $430,400 0.10% 20,000
Mega AMERIPRISE FINANCIAL INC $426,848 0.10% 19,835
Mid Stratos Wealth Partners, LTD. $421,404 0.10% 19,582
Mid Welch Group, LLC $415,292 0.10% 19,298
Mega JANE STREET GROUP, LLC $411,032 0.09% 19,100
Large Corient Private Wealth LLC $406,534 0.09% 18,891
Mega CITADEL ADVISORS LLC $404,576 0.09% 18,800
Mid Capital Investment Advisors, LLC $395,257 0.09% 18,367
Mid INGALLS & SNYDER LLC $393,127 0.09% 18,268
Mid BRADLEY FOSTER & SARGENT INC/CT $367,346 0.08% 17,070
Small State of Wyoming $332,311 0.08% 15,442
Mid Waverly Advisors, LLC $272,572 0.06% 12,666
Mid KINGSWOOD WEALTH ADVISORS, LLC $267,687 0.06% 12,439
Small Ironwood Financial, llc $264,696 0.06% 12,300
Mid Quadrature Capital Ltd $258,562 0.06% 12,015
Mid First Financial Bankshares Inc $258,240 0.06% 12,000
Mega JANE STREET GROUP, LLC $256,088 0.06% 11,900
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $246,705 0.06% 11,464
Large Walleye Capital LLC $225,314 0.05% 10,470
Small Clark Asset Management, LLC $215,200 0.05% 10,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $206,592 0.05% 9,600
Large Russell Investments Group, Ltd. $172,999 0.04% 8,039
Mid Atlantic Union Bankshares Corp $163,443 0.04% 7,595
Mega ROYAL BANK OF CANADA Bank $161,938 0.04% 7,525
Mega PNC FINANCIAL SERVICES GROUP, INC. $127,226 0.03% 5,912
Mid GROUP ONE TRADING LLC $100,627 0.02% 4,676
Small Access Investment Management LLC $64,560 0.01% 3,000
Small Pinnacle Wealth Planning Services, Inc. $61,052 0.01% 2,837
Mega BNP PARIBAS ARBITRAGE, SA $55,263 0.01% 2,568
Small Golden State Wealth Management, LLC $52,637 0.01% 2,446
Small Lummis Asset Management, LP $39,812 0.01% 1,850
Mega BARCLAYS PLC $38,800 0.01% 1,803
Micro Signature Resources Capital Management, LLC $38,736 0.01% 1,800
Mid Geneos Wealth Management Inc. $32,280 0.01% 1,500
Mid Tower Research Capital LLC (TRC) $26,684 0.01% 1,240
Mid CX Institutional $25,178 0.01% 1,170
Large OSAIC HOLDINGS, INC. $25,006 0.01% 1,162
Mid Smartleaf Asset Management LLC $21,520 0.00% 1,000
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $21,520 0.00% 1,000
Mid SIMPLEX TRADING, LLC $11,082 0.00% 515
Small WEBSTER BANK, N. A. $8,973 0.00% 417
Mid HARBOUR INVESTMENTS, INC. $8,328 0.00% 387
Small Medallion Wealth Advisors, LLC $8,263 0.00% 384
Micro WealthCollab, LLC $6,972 0.00% 324
Large JONES FINANCIAL COMPANIES LLLP $6,520 0.00% 303
Small SJS Investment Consulting Inc. $4,325 0.00% 201
Micro PFS Partners, LLC $4,304 0.00% 200
Small CoreCap Advisors, LLC $4,304 0.00% 200
Large ASSETMARK, INC $4,304 0.00% 200
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,304 0.00% 200
Small Fortis Group Advisors, LLC $4,304 0.00% 200
Mid Western Wealth Management, LLC $3,012 0.00% 140
Small Sunbelt Securities, Inc. Broker-Dealer $1,872 0.00% 87
Mid SIGNATUREFD, LLC $1,872 0.00% 87
Small MCGUIRE CAPITAL ADVISORS INC $1,011 0.00% 47
Large TD Waterhouse Canada Inc. $968 0.00% 45
Mid Farther Finance Advisors, LLC $538 0.00% 25
Small WOLFF WIESE MAGANA LLC $387 0.00% 18
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