How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q3 2025?

94 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q3 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

Q3 2025 13F Holders as of 30 Sep 2025

Security type / class: Equity / Units of Beneficial Interest
Total 13F shares: 19,547,491
Total 13F value: $356,770,879
Share change: +230,131
Put/Call ratio: 990%
SEC-reported price per share: $18.25
Number of holders: 94
Value change: +$4,617,548
Number of buys: 46
Number of sells: 31
Shares outstanding: 46,745,165

Security key

714236106

Report period

Q3 2025

Institutions

Top holders

PBT full security history Ownership snapshot Full 13F holder table PERMIAN BASIN ROYALTY TRUST SEC filings

Broader feeds

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

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

30 Jun 2025

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

Quick read

SoftVest Advisors, LLC leads the comparable SEC ownership view at 13%.

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 13%

HORIZON KINETICS ASSET MANAGEMENT... 12%

SCHWARTZ INVESTMENT COUNSEL INC 3.1%

MAD RIVER INVESTORS 1.9%

FOUNDATION RESOURCE MANAGEMENT INC 1.4%

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 13F	13%	$77,334,535 6,206,624 shares	—	30 Jun 2025
HORIZON KINETICS ASSET MANAGEMENT LLC	13F Company 13F	12%	$72,764,218 5,839,825 shares	—	30 Jun 2025
SCHWARTZ INVESTMENT COUNSEL INC	13F Company 13F	3.1%	$18,019,883 1,449,709 shares	—	30 Jun 2025
MAD RIVER INVESTORS	13F Company 13F	1.9%	$11,013,607 883,917 shares	—	30 Jun 2025
FOUNDATION RESOURCE MANAGEMENT INC	13F Company 13F	1.4%	$8,014,982 643,257 shares	—	30 Jun 2025
Moors & Cabot, Inc.	13F Company 13F	1.1%	$6,606,386 530,208 shares	—	30 Jun 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 Q3 2025

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

Institutions

19,547,491

Rows available

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 Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders

Q3 2025 holders

Holder diff

Investor	Q2 2025 Shares	Q3 2025 Shares	Share Diff	Share Chg %	Q2 2025 value	Q3 2025 value	Value change	Value Chg %