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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Units of Beneficial Interest
Symbol
PBT on NYSE
Shares outstanding
46,745,165
Price per share
$16.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,546,158
Total reported value
$356,746,538
% of total 13F portfolios
0%
Share change
+230,131
Value change
+$4,617,548
Number of holders
93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
SoftVest Advisors, LLC 13% 0% $109,856,281 6,217,107 0% SoftVest Advisors, LLC 26 Dec 2025
HORIZON KINETICS ASSET MANAGEMENT LLC 12% +44% $61,376,561 +$19,903,228 5,839,825 +48% HORIZON KINETICS ASSET MANAGEMENT LLC 03 Jun 2025

As of 30 Sep 2025, 93 institutional investors reported holding 19,546,158 shares of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT). This represents 42% 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 40% 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
SoftVest Advisors, LLC 13% 6,217,107 +0.17% 24% $113,462,203
HORIZON KINETICS ASSET MANAGEMENT LLC 13% 6,099,049 +4.4% 1.4% $111,307,651
SCHWARTZ INVESTMENT COUNSEL INC 2.1% 984,672 -32% 0.6% $17,980,111
MAD RIVER INVESTORS 2% 922,230 +4.3% 7.2% $16,830,700
FOUNDATION RESOURCE MANAGEMENT INC 1.4% 642,507 -0.12% 1.7% $11,725,753
Moors & Cabot, Inc. 1.1% 530,290 +0.02% 0.42% $9,677,801
Hosking Partners LLP 0.66% 307,453 -0.36% 0.2% $5,611,017
COMMONWEALTH EQUITY SERVICES, LLC 0.62% 290,577 +9.4% 0.01% $5,303,000
JANE STREET GROUP, LLC 0.56% 262,399 +466% 0.01% $4,788,782
CITADEL ADVISORS LLC 0.53% 247,385 +74% 0% $4,514,777
Advisory Services Network, LLC 0.53% 246,420 +0.01% 0.07% $4,497,156
WELLS FARGO & COMPANY/MN 0.52% 241,846 -1.4% 0% $4,413,688
LPL Financial LLC 0.5% 233,704 -0.89% 0% $4,265,097
GROUP ONE TRADING LLC 0.37% 174,980 -11% 0.1% $3,193,385
UBS Group AG 0.32% 147,578 +170% 0% $2,693,299
MORGAN STANLEY 0.31% 145,934 -50% 0% $2,663,303
Lido Advisors, LLC 0.25% 118,341 +0.42% 0.01% $2,173,413
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% 118,114 0% $2,155,581
BWM Planning, LLC 0.22% 104,397 +0.65% 0.57% $1,905,253
JPMORGAN CHASE & CO 0.22% 100,874 -3.3% 0% $1,840,951
BESSEMER GROUP INC 0.21% 96,021 0% 0% $1,752,000
RAYMOND JAMES FINANCIAL INC 0.18% 85,964 +33% 0% $1,568,832
Atlas Wealth Partners, LLC 0.18% 84,588 +9.6% 1.6% $1,553,962
HighTower Advisors, LLC 0.15% 71,093 +75% 0% $1,297,808
PROMETHIUM ADVISORS,LLC 0.15% 68,418 -3.9% 0.72% $1,256,905

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
2025 Q4 886,142 $15,065,511 -$4,316 $16.98 15
2025 Q3 19,546,158 $356,746,538 +$4,617,548 $18.25 93
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