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

Q4 2025

Institutions Reporting

104

Shares (Excl. Options)

20,308,373

Price

$16.98

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Type / Class
Equity / Units of Beneficial Interest
Symbol
PBT on NYSE
Shares outstanding
46,745,165
Price per share
$21.52
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,308,373
Total reported value
$344,998,563
% of total 13F portfolios
0%
Share change
+467,889
Value change
+$7,779,246
Number of holders
104
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 714236106.
  • 104 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 104 to 30 between Q4 2025 and Q1 2026.
  • Reported value moved from $344,998,563 to $58,094,822.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 104 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 714236106?
CUSIP 714236106 identifies PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 104 institutional investors reported holding 20,308,373 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
SoftVest Advisors, LLC 13% 6,217,107 0% 24% $105,566,477
HORIZON KINETICS ASSET MANAGEMENT LLC 13% 6,187,800 +1.5% 1.4% $105,068,849
MAD RIVER INVESTORS 2.1% 986,819 +7% 7.6% $16,756,184
SCHWARTZ INVESTMENT COUNSEL INC 2.1% 967,197 -1.8% 0.57% $16,403,661
FOUNDATION RESOURCE MANAGEMENT INC 1.4% 642,507 0% 1.5% $10,909,769
Moors & Cabot, Inc. 1.3% 585,746 +10% 0.43% $9,945,963
JANE STREET GROUP, LLC 0.79% 368,187 +40% 0.01% $6,251,816
Hosking Partners LLP 0.74% 346,683 +13% 0.2% $5,886,677
COMMONWEALTH EQUITY SERVICES, LLC 0.55% 259,314 -11% 0.01% $4,403,152
Advisory Services Network, LLC 0.53% 246,549 +0.05% 0.06% $4,186,399
WELLS FARGO & COMPANY/MN 0.51% 240,538 -0.54% 0% $4,084,328
MSRH, LLC 0.51% 239,040 0% 4.5% $4,058,899
CITADEL ADVISORS LLC 0.5% 234,748 -5.1% 0% $3,986,022
LPL Financial LLC 0.49% 229,956 -1.6% 0% $3,904,657
MORGAN STANLEY 0.48% 224,660 +54% 0% $3,814,727
SEI INVESTMENTS CO 0.42% 195,400 0% $3,317,892
GROUP ONE TRADING LLC 0.35% 165,170 -5.6% 0.08% $2,804,587
Lido Advisors, LLC 0.26% 122,523 +3.5% 0.01% $2,244,319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.23% 107,165 -9.3% 0% $1,819,662
BWM Planning, LLC 0.22% 104,397 0% 0.47% $1,772,668
JPMORGAN CHASE & CO 0.22% 101,084 +0.21% 0% $1,716,406
RAYMOND JAMES FINANCIAL INC 0.21% 98,543 +15% 0% $1,673,249
HRT FINANCIAL LP 0.19% 86,939 +541% 0% $1,476,000
Atlas Wealth Partners, LLC 0.18% 83,989 -0.71% 1.6% $1,425,517
HighTower Advisors, LLC 0.15% 71,697 +0.85% 0% $1,217,335

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 2,699,615 $58,094,822 -$1,122,375 $21.52 30
2025 Q4 20,308,373 $344,998,563 +$7,779,246 $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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