Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Units of Beneficial Interest
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Shares outstanding
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46,745,165
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Number of holders
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94
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Total 13F shares, excl. options
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19,317,326
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Shares change
-
+4,433,886
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Total reported value, excl. options
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$240,841,595
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Value change
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+$56,161,814
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Put/Call ratio
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535%
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Number of buys
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47
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Number of sells
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-37
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Price
-
$12.46
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q2 2025
117 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q2 2025.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,317,326 shares
of 46,745,165 outstanding shares and own 41% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (6,206,624 shares), HORIZON KINETICS ASSET MANAGEMENT LLC (5,839,825 shares), SCHWARTZ INVESTMENT COUNSEL INC (1,449,709 shares), MAD RIVER INVESTORS (883,917 shares), FOUNDATION RESOURCE MANAGEMENT INC (643,257 shares), Moors & Cabot, Inc. (530,208 shares), Hosking Partners LLP (308,549 shares), MORGAN STANLEY (293,492 shares), COMMONWEALTH EQUITY SERVICES, LLC (265,724 shares), and Advisory Services Network, LLC (246,391 shares).
This table shows the top 94 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.