Security Snapshot

PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) Institutional Ownership

CUSIP: 714236106

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

95

Shares (Excl. Options)

20,101,853

Price

$21.52

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Type / Class
Equity / Units of Beneficial Interest
Symbol
PBT on NYSE
Shares outstanding
46,745,165
Price per share
$22.36
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
20,101,853
Total reported value
$432,629,095
% of total 13F portfolios
0%
Share change
-253,362
Value change
-$3,575,673
Number of holders
95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 714236106.
  • 95 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 104 to 95 between Q4 2025 and Q1 2026.
  • Reported value moved from $345,919,563 to $432,629,095.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 95 institutions filings for Q1 2026.

Open SEC Evidence

Security key

714236106

Latest holder period

Q1 2026

13F holders

95

13D/G owners

2

CIK / CUSIP context first

Open Q1 2026 holders PBT full holder history PERMIAN BASIN ROYALTY TRUST SEC filings PERMIAN BASIN ROYALTY TRUST insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HORIZON KINETICS ASSET MANAGEMENT LLC 14% +10% $137,290,972 +$11,617,938 6,379,692 +9.2% HORIZON KINETICS ASSET MANAGEMENT LLC 31 Mar 2026
SoftVest Advisors, LLC 13% 0% $139,014,513 6,217,107 0% SoftVest Advisors, LLC 17 May 2026

As of 31 Mar 2026, 95 institutional investors reported holding 20,101,853 shares of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT). This represents 43% of the company’s total 46,745,165 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
HORIZON KINETICS ASSET MANAGEMENT LLC 14% 6,379,692 +3.1% 1.5% $137,290,964
SoftVest Advisors, LLC 13% 6,217,107 0% 21% $133,792,143
MAD RIVER INVESTORS 2.1% 1,003,140 +1.7% 7.8% $21,587,576
SCHWARTZ INVESTMENT COUNSEL INC 2% 933,719 -3.5% 0.71% $20,093,633
FOUNDATION RESOURCE MANAGEMENT INC 1.3% 630,207 -1.9% 1.5% $13,562,055
Moors & Cabot, Inc. 1.3% 588,642 +0.49% 0.54% $12,667,580
SEI INVESTMENTS CO 0.9% 422,000 +116% 0.01% $9,081,440
MORGAN STANLEY 0.64% 300,903 +34% 0% $6,475,433
Hosking Partners LLP 0.6% 280,292 -19% 0.22% $6,031,884
COMMONWEALTH EQUITY SERVICES, LLC 0.58% 268,985 +3.7% 0.01% $5,788,563
Advisory Services Network, LLC 0.54% 251,436 +2% 0.07% $5,410,893
MSRH, LLC 0.51% 240,342 +0.54% 4.6% $5,172,160
WELLS FARGO & COMPANY/MN 0.49% 230,722 -4.1% 0% $4,965,139
LPL Financial LLC 0.45% 211,240 -8.1% 0% $4,545,884
SteelPeak Wealth, LLC 0.41% 191,103 0.13% $4,114,584
HRT FINANCIAL LP 0.37% 170,826 +96% 0.01% $3,676,000
Beacon Pointe Advisors, LLC 0.34% 157,833 +250% 0.02% $3,396,562
JPMORGAN CHASE & CO 0.27% 126,612 +25% 0% $2,758,876
Lido Advisors, LLC 0.26% 122,037 -0.4% 0.01% $2,627,509
BWM Planning, LLC 0.22% 104,397 0% 0.59% $2,246,632
RAYMOND JAMES FINANCIAL INC 0.18% 84,184 -15% 0% $1,811,642
Atlas Wealth Partners, LLC 0.17% 81,144 -3.4% 1.8% $1,747,034
HighTower Advisors, LLC 0.15% 71,588 -0.15% 0% $1,540,599
PROMETHIUM ADVISORS,LLC 0.15% 68,298 -0.03% 0.76% $1,470,504
Pathstone Holdings, LLC 0.13% 62,936 0% 0.01% $1,354,383

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 20,101,853 $432,629,095 -$3,575,673 $21.52 95
2025 Q4 20,362,606 $345,919,563 +$8,694,188 $16.98 104
2025 Q3 19,547,491 $356,770,879 +$4,617,548 $18.25 94
2025 Q2 19,317,326 $240,841,595 +$56,161,814 $12.46 94
2025 Q1 14,929,723 $147,790,744 +$4,819,706 $9.91 93
2024 Q4 14,449,218 $159,941,144 +$9,494,230 $11.08 96
2024 Q3 13,429,470 $159,620,844 +$4,329,030 $11.89 86
2024 Q2 13,088,600 $147,216,150 +$801,852 $11.26 81
2024 Q1 12,997,359 $157,212,882 -$5,685,830 $12.10 81
2023 Q4 13,430,516 $187,547,428 -$842,123 $13.96 77
2023 Q3 13,341,939 $283,544,219 +$5,142,572 $21.25 87
2023 Q2 13,096,827 $326,142,187 -$2,069,519 $24.93 86
2023 Q1 13,179,657 $321,618,031 +$18,461,465 $24.40 81
2022 Q4 12,434,999 $313,349,519 +$33,041,806 $25.20 75
2022 Q3 11,506,044 $187,953,364 +$17,766,872 $16.33 74
2022 Q2 10,473,523 $173,375,681 +$22,905,724 $16.55 58
2022 Q1 9,108,276 $113,951,808 +$26,513,960 $12.51 61
2021 Q4 6,926,658 $70,073,000 +$18,496,220 $10.10 55
2021 Q3 4,753,609 $27,241,000 +$2,028,001 $5.73 44
2021 Q2 4,458,084 $25,051,533 +$234,765 $5.62 47
2021 Q1 4,426,427 $17,617,981 +$1,497,079 $3.98 47
2020 Q4 4,053,436 $13,427,381 +$3,849,474 $3.31 44
2020 Q3 2,962,904 $7,348,530 -$721,557 $2.48 43
2020 Q2 3,189,000 $10,523,939 -$6,231 $3.30 50
2020 Q1 3,145,161 $8,867,289 -$4,633,343 $2.82 51
2019 Q4 4,261,959 $16,456,608 -$1,993,161 $3.86 63
2019 Q3 4,435,437 $23,012,609 -$434,626 $5.19 61
2019 Q2 4,480,181 $27,278,170 +$1,400,245 $6.09 66
2019 Q1 4,192,438 $31,563,367 -$3,967,832 $7.52 65
2018 Q4 4,768,992 $28,136,136 -$2,564,181 $5.90 64
2018 Q3 4,954,177 $39,487,834 -$1,750,648 $7.96 60
2018 Q2 5,178,025 $48,325,318 +$4,381,873 $9.33 56
2018 Q1 4,704,501 $45,403,276 -$368,481 $9.65 63
2017 Q4 4,806,288 $42,625,570 +$783,884 $8.87 60
2017 Q3 4,581,262 $39,891,087 -$2,761,821 $8.71 67
2017 Q2 4,894,146 $42,579,623 +$2,687,510 $8.70 69
2017 Q1 4,576,684 $42,807,348 -$1,143,090 $9.35 69
2016 Q4 4,730,986 $36,483,180 -$2,225,831 $7.71 64
2016 Q3 5,017,286 $34,967,108 -$2,097,892 $6.97 63
2016 Q2 5,319,274 $38,990,630 +$414,360 $7.33 62
2016 Q1 5,257,166 $32,387,540 +$163,980 $6.16 60
2015 Q4 5,254,976 $26,588,398 -$2,165,990 $5.06 60
2015 Q3 5,692,521 $34,792,748 -$656,478 $6.11 58
2015 Q2 5,732,817 $46,192,093 -$3,863,178 $8.06 73
2015 Q1 6,202,721 $50,199,030 -$6,256,732 $8.09 79
2014 Q4 6,899,702 $65,869,018 +$12,906,128 $9.55 86
2014 Q3 5,501,920 $74,667,383 -$3,103,808 $13.58 88
2014 Q2 5,720,952 $81,496,564 -$3,431,511 $14.25 91
2014 Q1 5,966,786 $78,737,328 -$2,582,970 $13.20 79
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