How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q1 2023?

81 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q1 2023. 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

Q1 2023 13F Holders as of 31 Mar 2023

Security type / class: Equity / Units of Beneficial Interest
Total 13F shares: 13,179,657
Total 13F value: $321,618,031
Share change: +760,566
Put/Call ratio: 344%
SEC-reported price per share: $24.40
Number of holders: 81
Value change: +$18,461,465
Number of buys: 41
Number of sells: 24
Shares outstanding: 46,745,165

Security key

714236106

Report period

Q1 2023

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

SoftVest Advisors, LLC

Disclosed value leader

SoftVest Advisors, LLC

Comparable rows

15/15

Latest evidence

31 Dec 2022

13F Lead comparable stake: 8.9% Showing 1-6 of 15 holder rows.

Quick read

SoftVest Advisors, LLC leads the comparable SEC ownership view at 8.9%.

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 SoftVest Advisors, LLC's linked filing trail.

Comparable ownership Top 5

SoftVest Advisors, LLC 8.9%

HORIZON KINETICS ASSET MANAGEMENT... 8%

FOUNDATION RESOURCE MANAGEMENT INC 1.5%

UBS Group AG 1.2%

Hosking Partners LLP 1.1%

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
SoftVest Advisors, LLC	13F Company 13F	8.9%	$104,531,994 4,148,095 shares	—	31 Dec 2022
HORIZON KINETICS ASSET MANAGEMENT LLC	13F Company 13F	8%	$94,366,166 3,744,689 shares	—	31 Dec 2022
FOUNDATION RESOURCE MANAGEMENT INC	13F Company 13F	1.5%	$17,384,000 689,848 shares	—	31 Dec 2022
UBS Group AG	13F Company 13F	1.2%	$14,456,938 573,688 shares	—	31 Dec 2022
Hosking Partners LLP	13F Company 13F	1.1%	$12,433,050 493,375 shares	—	31 Dec 2022
MAD RIVER INVESTORS	13F Company 13F	0.71%	$8,349,000 331,327 shares	—	31 Dec 2022

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 Q1 2023

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

Institutions

13,179,657

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 Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Holder diff

Investor	Q1 2023 Shares	Q1 2023 Shares	Share Diff	Share Chg %	Q1 2023 value	Q1 2023 value	Value change	Value Chg %