Security key
714236106
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 19,317,326
- Total 13F value
- $240,841,595
- Share change
- +4,433,886
- Put/Call ratio
- 535%
- SEC-reported price per share
- $12.46
- Number of holders
- 94
- Value change
- +$56,161,814
- Number of buys
- 47
- Number of sells
- 37
- Shares outstanding
- 46,745,165
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
94
Top holders
10
PBT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
PERMIAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 714236106
Recent filing periods:
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 Mar 2025
13F
Lead comparable stake: 9.5%
Showing 1-6 of 15 holder rows.
Quick read
SoftVest Advisors, LLC leads the comparable SEC ownership view at 9.5%.
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
9.5%
HORIZON KINETICS ASSET MANAGEMENT...
8.8%
SCHWARTZ INVESTMENT COUNSEL INC
3.2%
FOUNDATION RESOURCE MANAGEMENT INC
1.4%
Moors & Cabot, Inc.
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
|
9.5%
|
$43,898,277
4,429,695 shares
|
— | 31 Mar 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
Company
|
8.8%
|
$40,971,176
4,134,327 shares
|
— | 31 Mar 2025 |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
Company
|
3.2%
|
$14,675,723
1,486,902 shares
|
— | 31 Mar 2025 |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
Company
|
1.4%
|
$6,420,412
647,872 shares
|
— | 31 Mar 2025 |
| Moors & Cabot, Inc. |
13F
Company
|
1.1%
|
$5,027,278
507,293 shares
|
— | 31 Mar 2025 |
| MAD RIVER INVESTORS |
13F
Company
|
1%
|
$4,674,475
471,693 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
94
Shares
19,317,326
Rows available
94
| 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 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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend