How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q1 2025?

93 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q1 2025. 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 2025 13F Holders as of 31 Mar 2025

Security type / class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 14,929,723
Share change: +502,422
Total reported value: $147,790,744
Put/Call ratio: 278%
Reported price per share: $9.91
Number of holders: 93
Value change: +$4,819,706
Number of buys: 40
Number of sells: 32

Security key

714236106

Report period

Q1 2025

Institutions

Top holders

PBT full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2025 Previous quarter: Q4 2024 PERMIAN BASIN ROYALTY TRUST SEC filings

Broader feeds

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

Reporting periods

Holder history for CUSIP 714236106

Newer quarter: Q2 2025 Previous quarter: Q4 2024

Recent filing periods:

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

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.

Lead holder

SoftVest Advisors, LLC

13D/G signal

—

Evidence rows

Latest as of

31 Dec 2024

13F Lead comparable stake: 9.5% Showing 1-6 of 15 holder rows.

Rank 1 holder

SoftVest Advisors, LLC

13F

Ownership: 9.5%
Position: $49.08M

13F

Rank 2 holder

HORIZON KINETICS ASSET MANAGEMENT LLC

13F

Ownership: 8.4%
Position: $43.72M

13F

Rank 3 holder

SCHWARTZ INVESTMENT COUNSEL INC

13F

Ownership: 3%
Position: $15.28M

13F

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
SoftVest Advisors, LLC	13F Company 13F	9.5%	$49,081,021 4,429,695 shares	—	31 Dec 2024
HORIZON KINETICS ASSET MANAGEMENT LLC	13F Company 13F	8.4%	$43,722,598 3,946,083 shares	—	31 Dec 2024
SCHWARTZ INVESTMENT COUNSEL INC	13F Company 13F	3%	$15,283,660 1,386,902 shares	—	31 Dec 2024
FOUNDATION RESOURCE MANAGEMENT INC	13F Company 13F	1.4%	$7,340,954 662,541 shares	—	31 Dec 2024
Moors & Cabot, Inc.	13F Company 13F	1.3%	$6,583,971 594,221 shares	—	31 Dec 2024
Hosking Partners LLP	13F Company 13F	0.66%	$3,407,665 307,551 shares	—	31 Dec 2024

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 2025

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

Institutions

14,929,723

Rows available

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

^* 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 failed the local validity check.

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders

Q1 2025 holders

Holder diff

-3

Investor	Q4 2024 Shares	Q1 2025 Shares	Share Diff	Share Chg %	Q4 2024 value	Q1 2025 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend