How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q3 2022?

74 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q3 2022. 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

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 11,506,044
Share change: +1,103,715
Total reported value: $187,953,364
Put/Call ratio: 153%
Price per share: $16.33
Number of holders: 74
Value change: +$17,766,872
Number of buys: 39
Number of sells: 17

Quarterly Holders Quick Answers

What is CUSIP 714236106?
CUSIP 714236106 identifies PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q4 2022
Previous quarter: Q2 2022

Recent filing periods for CUSIP 714236106:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
SoftVest Advisors, LLC	13F	Company	8.8%	4,108,195	$67,991,000	—	30 Jun 2022	13F
HORIZON KINETICS ASSET MANAGEMENT LLC	13F	Company	4.5%	2,090,495	$34,598,000	—	30 Jun 2022	13F
FOUNDATION RESOURCE MANAGEMENT INC	13F	Company	1.5%	698,653	$11,563,000	—	30 Jun 2022	13F
GROUP ONE TRADING LLC	13F	Company	1.2%	556,563	$9,211,000	—	30 Jun 2022	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.78%	365,336	$6,046,000	—	30 Jun 2022	13F
MAD RIVER INVESTORS	13F	Company	0.7%	326,400	$5,402,000	—	30 Jun 2022	13F
Essex Financial Services, Inc.	13F	Company	0.6%	280,378	$4,640,000	—	30 Jun 2022	13F
Sowell Financial Services LLC	13F	Company	0.45%	210,325	$3,500,000	—	30 Jun 2022	13F
Hosking Partners LLP	13F	Company	0.45%	210,871	$3,490,000	—	30 Jun 2022	13F
RGT Wealth Advisors, LLC	13F	Company	0.45%	210,745	$3,486,000	—	30 Jun 2022	13F
Capital Analysts, LLC	13F	Company	0.34%	161,063	$2,666,000	—	30 Jun 2022	13F
SINECERA CAPITAL, LLC	13F	Company	0.26%	121,103	$2,015,000	—	30 Jun 2022	13F
CAPTRUST FINANCIAL ADVISORS	13F	Company	0.25%	116,771	$1,942,000	—	30 Jun 2022	13F
MORGAN STANLEY	13F	Company	0.23%	107,116	$1,772,000	—	30 Jun 2022	13F
BNP PARIBAS FINANCIAL MARKETS	13F	Company	0.21%	98,591	$1,631,681	—	30 Jun 2022	13F
LPL Financial LLC	13F	Company	0.18%	86,300	$1,428,000	—	30 Jun 2022	13F
Belvedere Trading LLC	13F	Company	0.16%	73,195	$1,279,000	—	30 Jun 2022	13F
SIMPLEX TRADING, LLC	13F	Company	0.17%	77,249	$1,278,000	—	30 Jun 2022	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.15%	68,559	$1,135,000	—	30 Jun 2022	13F
PATHSTONE FAMILY OFFICE, LLC	13F	Company	0.12%	56,820	$940,000	—	30 Jun 2022	13F
Resurgent Financial Advisors LLC	13F	Company	0.1%	48,000	$794,000	—	30 Jun 2022	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.09%	41,873	$693,000	—	30 Jun 2022	13F
OSAIC HOLDINGS, INC.	13F	Company	0.08%	38,416	$654,000	—	30 Jun 2022	13F
CITADEL ADVISORS LLC	13F	Company	0.07%	34,899	$578,000	—	30 Jun 2022	13F
Capital Investment Advisors, LLC	13F	Company	0.06%	26,627	$440,000	—	30 Jun 2022	13F
Cutler Group LLC / CA	13F	Company	0.06%	26,067	$431,000	—	30 Jun 2022	13F
Fruth Investment Management	13F	Company	0.05%	25,400	$337,000	—	30 Jun 2022	13F
UBS Group AG	13F	Company	0.04%	18,887	$312,000	—	30 Jun 2022	13F
STATE STREET CORP	13F	Company	0.03%	14,945	$249,000	—	30 Jun 2022	13F
State of Wyoming	13F	Company	0.03%	14,664	$243,000	—	30 Jun 2022	13F
Creative Planning	13F	Company	0.03%	14,269	$236,000	—	30 Jun 2022	13F
Jennifer C. Price	13F	Individual	0.03%	13,841	$229,000	—	30 Jun 2022	13F
HighTower Advisors, LLC	13F	Company	0.03%	13,746	$228,000	—	30 Jun 2022	13F
Corus Family Wealth Advisors	13F	Company	0.03%	12,513	$207,000	—	30 Jun 2022	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.03%	11,732	$194,000	—	30 Jun 2022	13F
TITLEIST CAPITAL, LLC	13F	Company	0.02%	10,882	$180,000	—	30 Jun 2022	13F
Welch Group, LLC	13F	Company	0.02%	10,414	$172,000	—	30 Jun 2022	13F
Cetera Advisors LLC	13F	Company	0.02%	10,000	$166,000	—	30 Jun 2022	13F
Russell Investments Group, Ltd.	13F	Company	0.02%	8,901	$147,000	—	30 Jun 2022	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.02%	7,475	$124,000	—	30 Jun 2022	13F
Sandy Spring Bank	13F	Company	0.01%	6,524	$108,000	—	30 Jun 2022	13F
Dorsey Wright & Associates	13F	Company	0.01%	6,221	$103,000	—	30 Jun 2022	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	5,575	$92,000	—	30 Jun 2022	13F
Selective Wealth Management, Inc.	13F	Company	0.01%	5,500	$91,000	—	30 Jun 2022	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.01%	3,786	$62,000	—	30 Jun 2022	13F
CULLEN/FROST BANKERS, INC.	13F	Company	0.01%	3,470	$57,000	—	30 Jun 2022	13F
JPMORGAN CHASE & CO	13F	Company	0.01%	3,400	$56,000	—	30 Jun 2022	13F
BESSEMER GROUP INC	13F	Company	0%	2,000	$33,000	—	30 Jun 2022	13F
CoreFirst Bank & Trust	13F	Company	0%	1,640	$27,000	—	30 Jun 2022	13F
Newbridge Financial Services Group, Inc.	13F	Company	0%	1,525	$25,000	—	30 Jun 2022	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q3 2022

As of 30 Sep 2022, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 74 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,506,044 shares. The largest 10 holders included SoftVest Advisors, LLC, HORIZON KINETICS ASSET MANAGEMENT LLC, FOUNDATION RESOURCE MANAGEMENT INC, Hosking Partners LLP, MAD RIVER INVESTORS, GROUP ONE TRADING, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP, UBS Group AG, Essex Financial Services, Inc., and RGT Wealth Advisors, LLC. This page lists 74 institutional shareholders reporting positions in this security for the Q3 2022 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders

Q3 2022 holders

Holder diff

Investor	Q2 2022 Shares	Q3 2022 Shares	Share Diff	Share Chg %	Q2 2022 Value $	Q3 2022 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.