How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q4 2020?

44 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q4 2020. Use the holders table for investor-level position and value details.

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

Q: What does CUSIP 714236106 represent in this 13F holders report?

CUSIP 714236106 is the security identifier for PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest used to aggregate holder disclosures.

CUSIP: 714236106

Q4 2020 13F Holders as of 31 Dec 2020

Security type / class: Equity / Units of Beneficial Interest
Total 13F shares: 4,053,436
Total 13F value: $13,427,381
Share change: +1,146,212
SEC-reported price per share: $3.31
Number of holders: 44
Value change: +$3,849,474
Number of buys: 13
Number of sells: 22
Shares outstanding: 46,745,165

Security key

714236106

Report period

Q4 2020

Institutions

Top holders

PBT full security history Ownership snapshot Full 13F holder table PERMIAN BASIN ROYALTY TRUST SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

FOUNDATION RESOURCE MANAG...

Disclosed value leader

FOUNDATION RESOURCE MANAG...

Comparable rows

15/15

Latest evidence

30 Sep 2020

13F Lead comparable stake: 1.7% Showing 1-6 of 15 holder rows.

Quick read

FOUNDATION RESOURCE MANAGEMENT INC leads the comparable SEC ownership view at 1.7%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FOUNDATION RESOURCE MANAGEMENT INC's linked filing trail.

Comparable ownership Top 5

FOUNDATION RESOURCE MANAGEMENT INC 1.7%

SoftVest Advisors, LLC 1.1%

HORIZON KINETICS ASSET MANAGEMENT... 0.81%

FMR LLC 0.71%

CALIFORNIA PUBLIC EMPLOYEES RETIR... 0.23%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
FOUNDATION RESOURCE MANAGEMENT INC	13F Company 13F	1.7%	$1,981,000 798,881 shares	—	30 Sep 2020
SoftVest Advisors, LLC	13F Company 13F	1.1%	$1,240,000 500,000 shares	—	30 Sep 2020
HORIZON KINETICS ASSET MANAGEMENT LLC	13F Company 13F	0.81%	$940,000 379,229 shares	—	30 Sep 2020
FMR LLC	13F Company 13F	0.71%	$825,000 332,775 shares	—	30 Sep 2020
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F Company 13F	0.23%	$271,000 109,199 shares	—	30 Sep 2020
McGowan Group Asset Management, Inc.	13F Company 13F	0.23%	$270,000 109,045 shares	—	30 Sep 2020

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

4,053,436

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 value	Q4 2020 value	Value change	Value Chg %