PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Units of Beneficial Interest
- Shares outstanding
- 46,745,165
- Total 13F shares
- 19,547,491
- Share change
- +230,131
- Total reported value
- $356,770,879
- Put/Call ratio
- 990%
- Price per share
- $18.25
- Number of holders
- 94
- Value change
- +$4,617,548
- Number of buys
- 46
- Number of sells
- 31
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 |
13%
|
6,206,624
|
$77,334,535 | — | 30 Jun 2025 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
12%
|
5,839,825
|
$72,764,218 | — | 30 Jun 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
3.1%
|
1,449,709
|
$18,019,883 | — | 30 Jun 2025 | |
| MAD RIVER INVESTORS |
13F
|
Company |
1.9%
|
883,917
|
$11,013,607 | — | 30 Jun 2025 | |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
|
Company |
1.4%
|
643,257
|
$8,014,982 | — | 30 Jun 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
1.1%
|
530,208
|
$6,606,386 | — | 30 Jun 2025 | |
| Hosking Partners LLP |
13F
|
Company |
0.66%
|
308,549
|
$3,844,521 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.63%
|
293,492
|
$3,656,910 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.57%
|
265,724
|
$3,311,000 | — | 30 Jun 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.53%
|
246,391
|
$3,299,179 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.52%
|
245,398
|
$3,057,657 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.5%
|
235,797
|
$2,938,027 | — | 30 Jun 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.42%
|
197,713
|
$2,463,504 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.3%
|
142,059
|
$1,770,055 | — | 30 Jun 2025 | |
| Beacon Pointe Advisors, LLC |
13F
|
Company |
0.3%
|
138,593
|
$1,722,716 | — | 30 Jun 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.25%
|
117,842
|
$1,469,843 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.22%
|
104,298
|
$1,299,553 | — | 30 Jun 2025 | |
| BWM Planning, LLC |
13F
|
Company |
0.22%
|
103,725
|
$1,292,419 | — | 30 Jun 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.21%
|
96,021
|
$1,196,000 | — | 30 Jun 2025 | |
| Atlas Wealth Partners, LLC |
13F
|
Company |
0.17%
|
77,163
|
$960,000 | — | 30 Jun 2025 | |
| PROMETHIUM ADVISORS,LLC |
13F
|
Company |
0.15%
|
71,230
|
$887,244 | — | 30 Jun 2025 | |
| Capital Analysts, LLC |
13F
|
Company |
0.15%
|
70,323
|
$876,000 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.14%
|
64,466
|
$803,240 | — | 30 Jun 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.13%
|
62,936
|
$784,263 | — | 30 Jun 2025 | |
| Essex Financial Services, Inc. |
13F
|
Company |
0.13%
|
59,174
|
$737,305 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.12%
|
54,642
|
$680,839 | — | 30 Jun 2025 | |
| Fielder Capital Group LLC |
13F
|
Company |
0.1%
|
48,218
|
$600,791 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.1%
|
46,335
|
$577,334 | — | 30 Jun 2025 | |
| BRADLEY FOSTER & SARGENT INC/CT |
13F
|
Company |
0.1%
|
44,975
|
$559,039 | — | 30 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.09%
|
40,537
|
$504,970 | — | 30 Jun 2025 | |
| EagleClaw Capital Managment, LLC |
13F
|
Company |
0.08%
|
35,700
|
$444,822 | — | 30 Jun 2025 | |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
31,917
|
$396,968 | — | 30 Jun 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.07%
|
30,895
|
$384,952 | — | 30 Jun 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.06%
|
28,682
|
$357,302 | — | 30 Jun 2025 | |
| State of Wyoming |
13F
|
Company |
0.06%
|
28,215
|
$351,559 | — | 30 Jun 2025 | |
| Fruth Investment Management |
13F
|
Company |
0.05%
|
25,400
|
$315,000 | — | 30 Jun 2025 | |
| Financial Sense Advisors, Inc. |
13F
|
Company |
0.05%
|
25,000
|
$311,500 | — | 30 Jun 2025 | |
| Blue Trust, Inc. |
13F
|
Company |
0.04%
|
20,420
|
$254,433 | — | 30 Jun 2025 | |
| INGALLS & SNYDER LLC |
13F
|
Company |
0.04%
|
20,268
|
$253,000 | — | 30 Jun 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.04%
|
20,270
|
$252,574 | — | 30 Jun 2025 | |
| Resurgent Financial Advisors LLC |
13F
|
Company |
0.04%
|
20,000
|
$249,200 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.04%
|
18,646
|
$232,566 | — | 30 Jun 2025 | |
| Quadrature Capital Ltd |
13F
|
Company |
0.04%
|
18,597
|
$231,719 | — | 30 Jun 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.04%
|
18,362
|
$228,237 | — | 30 Jun 2025 | |
| Welch Group, LLC |
13F
|
Company |
0.04%
|
17,798
|
$221,230 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.04%
|
17,185
|
$214,122 | — | 30 Jun 2025 | |
| PEAK6 LLC |
13F
|
Company |
0.03%
|
15,727
|
$195,958 | — | 30 Jun 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.03%
|
15,052
|
$187,548 | — | 30 Jun 2025 | |
| Creative Planning |
13F
|
Company |
0.03%
|
14,995
|
$186,742 | — | 30 Jun 2025 | |
| Virtus Investment Advisers, LLC |
13F
|
Company |
0.03%
|
14,369
|
$179,038 | — | 30 Jun 2025 |
Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q3 2025
As of 30 Sep 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
19,547,491 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, COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, and CITADEL ADVISORS LLC.
This page lists
95
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
94
Q3 2025 holders
94
Holder diff
0
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.