How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q1 2024?

81 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q1 2024. 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 2024 13F Holders as of 31 Mar 2024

Security type / class: Equity / Units of Beneficial Interest
Total 13F shares: 12,997,359
Total 13F value: $157,212,882
Share change: -453,677
Put/Call ratio: 230%
SEC-reported price per share: $12.10
Number of holders: 81
Value change: -$5,685,830
Number of buys: 28
Number of sells: 42
Shares outstanding: 46,745,165

Security key

714236106

Report period

Q1 2024

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 2023

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... 7.7%

SCHWARTZ INVESTMENT COUNSEL INC 1.7%

FOUNDATION RESOURCE MANAGEMENT INC 1.4%

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%	$57,908,802 4,148,195 shares	—	31 Dec 2023
HORIZON KINETICS ASSET MANAGEMENT LLC	13F Company 13F	7.7%	$50,029,040 3,583,742 shares	—	31 Dec 2023
SCHWARTZ INVESTMENT COUNSEL INC	13F Company 13F	1.7%	$11,253,886 803,849 shares	—	31 Dec 2023
FOUNDATION RESOURCE MANAGEMENT INC	13F Company 13F	1.4%	$9,450,403 676,963 shares	—	31 Dec 2023
Hosking Partners LLP	13F Company 13F	1.1%	$7,248,744 519,251 shares	—	31 Dec 2023
UBS Group AG	13F Company 13F	0.99%	$6,471,675 463,587 shares	—	31 Dec 2023

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 2024

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

Institutions

12,997,359

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 2024 vs Q1 2024 Across Filers

Q1 2024 holders

Holder diff

Investor	Q1 2024 Shares	Q1 2024 Shares	Share Diff	Share Chg %	Q1 2024 value	Q1 2024 value	Value change	Value Chg %