Latest Period
Q1 2026
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 Q2 2026
Institutions Reporting
96
Shares (Excl. Options)
20,107,505
Price
$21.52
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- Security type / class
- Equity / Units of Beneficial Interest
- Symbol
- PBT on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 20,107,505
- Total 13F value
- $432,750,726
- Portfolio coverage rank
- 0%
- Share change
- -254,501
- Value change
- -$3,600,184
- Number of holders
- 96
- Shares outstanding
- 46,745,165
- SEC-reported price per share
- $25.04
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest is tracked under CUSIP 714236106.
- 96 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 96 to 10 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $432,750,726 to $7,384,605.
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
Open SEC evidence
Latest holder context comes from 96 institutions filings for Q1 2026.
Security key
714236106
Latest holder period
Q1 2026
13F holders
96
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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 714236106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
PBT
| 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, 96 institutional investors reported holding 20,107,505 shares of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT). This represents 43% of the company’s total 46,745,165 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
41%
| 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 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 294,708 | $7,384,605 | +$370,062 | $25.04 | 10 |
| 2026 Q1 | 20,107,505 | $432,750,726 | -$3,600,184 | $21.52 | 96 |
| 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 |