PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Units of Beneficial Interest
- Shares outstanding
- 46,567,095
- Total 13F shares
- 19,317,326
- Share change
- +4,433,886
- Total reported value
- $240,841,595
- Put/Call ratio
- 535%
- Price per share
- $12.46
- Number of holders
- 94
- Value change
- +$56,161,814
- Number of buys
- 47
- Number of sells
- 37
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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Recent filing periods for CUSIP 714236106:
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 |
9.5%
|
4,429,695
|
$43,898,277 | — | 31 Mar 2025 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
8.9%
|
4,134,327
|
$40,971,176 | — | 31 Mar 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
3.2%
|
1,486,902
|
$14,675,723 | — | 31 Mar 2025 | |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
|
Company |
1.4%
|
647,872
|
$6,420,412 | — | 31 Mar 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
1.1%
|
507,293
|
$5,027,278 | — | 31 Mar 2025 | |
| MAD RIVER INVESTORS |
13F
|
Company |
1%
|
471,693
|
$4,674,475 | — | 31 Mar 2025 | |
| Hosking Partners LLP |
13F
|
Company |
0.65%
|
304,966
|
$3,022,213 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.55%
|
257,267
|
$2,550,000 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.53%
|
244,514
|
$2,423,133 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.51%
|
236,783
|
$2,346,520 | — | 31 Mar 2025 | |
| Beacon Pointe Advisors, LLC |
13F
|
Company |
0.3%
|
138,509
|
$1,367,083 | — | 31 Mar 2025 | |
| PROMETHIUM ADVISORS,LLC |
13F
|
Company |
0.28%
|
131,829
|
$1,306,353 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.28%
|
129,697
|
$1,285,298 | — | 31 Mar 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.27%
|
125,872
|
$1,247,394 | — | 31 Mar 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.26%
|
118,842
|
$1,179,871 | — | 31 Mar 2025 | |
| OFI INVEST ASSET MANAGEMENT |
13F
|
Company |
0.27%
|
124,017
|
$1,137,760 | — | 31 Mar 2025 | |
| BWM Planning, LLC |
13F
|
Company |
0.22%
|
104,397
|
$1,034,578 | — | 31 Mar 2025 | |
| Capital Analysts, LLC |
13F
|
Company |
0.17%
|
77,178
|
$765,000 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
67,788
|
$671,780 | — | 31 Mar 2025 | |
| Atlas Wealth Partners, LLC |
13F
|
Company |
0.14%
|
67,363
|
$666,000 | — | 31 Mar 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.14%
|
66,438
|
$658,000 | — | 31 Mar 2025 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.14%
|
63,679
|
$631,000 | — | 31 Mar 2025 | |
| Essex Financial Services, Inc. |
13F
|
Company |
0.13%
|
59,172
|
$586,399 | — | 31 Mar 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.12%
|
57,584
|
$570,657 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.12%
|
54,564
|
$540,729 | — | 31 Mar 2025 | |
| Fielder Capital Group LLC |
13F
|
Company |
0.1%
|
48,218
|
$477,836 | — | 31 Mar 2025 | |
| NAPATREE CAPITAL LLC |
13F
|
Company |
0.1%
|
46,273
|
$456,715 | — | 31 Mar 2025 | |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
33,217
|
$328,172 | — | 31 Mar 2025 | |
| EagleClaw Capital Managment, LLC |
13F
|
Company |
0.07%
|
31,700
|
$314,147 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.07%
|
31,400
|
$311,174 | — | 31 Mar 2025 | |
| State of Wyoming |
13F
|
Company |
0.07%
|
31,113
|
$308,330 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.07%
|
30,854
|
$305,763 | — | 31 Mar 2025 | |
| Avondale Wealth Management |
13F
|
Company |
0.06%
|
29,000
|
$287,390 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.06%
|
28,981
|
$287,101 | — | 31 Mar 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.06%
|
28,682
|
$284,133 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.06%
|
26,302
|
$260,655 | — | 31 Mar 2025 | |
| Fruth Investment Management |
13F
|
Company |
0.05%
|
25,400
|
$250,000 | — | 31 Mar 2025 | |
| Financial Sense Advisors, Inc. |
13F
|
Company |
0.05%
|
25,000
|
$247,750 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.05%
|
22,146
|
$219,467 | — | 31 Mar 2025 | |
| KINGSWOOD WEALTH ADVISORS, LLC |
13F
|
Company |
0.05%
|
22,118
|
$218,322 | — | 31 Mar 2025 | |
| Blue Trust, Inc. |
13F
|
Company |
0.04%
|
20,420
|
$202,362 | — | 31 Mar 2025 | |
| INGALLS & SNYDER LLC |
13F
|
Company |
0.04%
|
20,268
|
$201,000 | — | 31 Mar 2025 | |
| Resurgent Financial Advisors LLC |
13F
|
Company |
0.04%
|
20,000
|
$198,200 | — | 31 Mar 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.04%
|
18,860
|
$186,149 | — | 31 Mar 2025 | |
| Welch Group, LLC |
13F
|
Company |
0.04%
|
18,200
|
$180,362 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.04%
|
17,678
|
$175,529 | — | 31 Mar 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.03%
|
16,253
|
$161,067 | — | 31 Mar 2025 | |
| Apollon Wealth Management, LLC |
13F
|
Company |
0.03%
|
15,675
|
$155,339 | — | 31 Mar 2025 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.03%
|
15,500
|
$153,605 | — | 31 Mar 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.03%
|
14,070
|
$139,434 | — | 31 Mar 2025 |
Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q2 2025
As of 30 Jun 2025,
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,317,326 shares.
The largest 10 holders included
SoftVest Advisors, LLC, HORIZON KINETICS ASSET MANAGEMENT LLC, SCHWARTZ INVESTMENT COUNSEL INC, MAD RIVER INVESTORS, FOUNDATION RESOURCE MANAGEMENT INC, Moors & Cabot, Inc., Hosking Partners LLP, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, and Advisory Services Network, LLC.
This page lists
95
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
93
Q2 2025 holders
94
Holder diff
1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.