Security key
714236106
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)
CUSIP: 714236106
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Units of Beneficial Interest
- Shares outstanding
- 46,745,165
- Total 13F shares
- 20,362,606
- Share change
- +522,122
- Total reported value
- $345,919,563
- Put/Call ratio
- 1003%
- Price per share
- $16.98
- Number of holders
- 104
- Value change
- +$8,694,188
- Number of buys
- 41
- Number of sells
- 26
Report period
Q4 2025
Institutions
104
Top holders
10
PBT full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
PERMIAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 714236106
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SoftVest Advisors, LLC |
13F
|
Company |
13%
|
6,217,107
|
$113,462,203 | — | 30 Sep 2025 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
13%
|
6,099,049
|
$111,307,651 | — | 30 Sep 2025 | |
| SCHWARTZ INVESTMENT COUNSEL INC |
13F
|
Company |
2.1%
|
984,672
|
$17,980,111 | — | 30 Sep 2025 | |
| MAD RIVER INVESTORS |
13F
|
Company |
2%
|
922,230
|
$16,830,700 | — | 30 Sep 2025 | |
| FOUNDATION RESOURCE MANAGEMENT INC |
13F
|
Company |
1.4%
|
642,507
|
$11,725,753 | — | 30 Sep 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
1.1%
|
530,290
|
$9,677,801 | — | 30 Sep 2025 | |
| Hosking Partners LLP |
13F
|
Company |
0.66%
|
307,453
|
$5,611,017 | — | 30 Sep 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.62%
|
290,577
|
$5,303,000 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.56%
|
262,399
|
$4,788,782 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.53%
|
247,385
|
$4,514,777 | — | 30 Sep 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.53%
|
246,420
|
$4,497,156 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.52%
|
241,846
|
$4,413,688 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.5%
|
233,704
|
$4,265,097 | — | 30 Sep 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.37%
|
174,980
|
$3,193,385 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.32%
|
147,578
|
$2,693,299 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.31%
|
145,934
|
$2,663,303 | — | 30 Sep 2025 | |
| Lido Advisors, LLC |
13F
|
Company |
0.25%
|
118,341
|
$2,173,413 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.25%
|
118,114
|
$2,155,581 | — | 30 Sep 2025 | |
| BWM Planning, LLC |
13F
|
Company |
0.22%
|
104,397
|
$1,905,253 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.22%
|
100,874
|
$1,840,951 | — | 30 Sep 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.21%
|
96,021
|
$1,752,000 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.18%
|
85,964
|
$1,568,832 | — | 30 Sep 2025 | |
| Atlas Wealth Partners, LLC |
13F
|
Company |
0.18%
|
84,588
|
$1,553,962 | — | 30 Sep 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.15%
|
71,093
|
$1,297,808 | — | 30 Sep 2025 | |
| PROMETHIUM ADVISORS,LLC |
13F
|
Company |
0.15%
|
68,418
|
$1,256,905 | — | 30 Sep 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.13%
|
62,936
|
$1,149,288 | — | 30 Sep 2025 | |
| Essex Financial Services, Inc. |
13F
|
Company |
0.13%
|
59,174
|
$1,079,934 | — | 30 Sep 2025 | |
| Capital Analysts, LLC |
13F
|
Company |
0.12%
|
54,383
|
$992,000 | — | 30 Sep 2025 | |
| Fielder Capital Group LLC |
13F
|
Company |
0.1%
|
48,218
|
$879,971 | — | 30 Sep 2025 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.1%
|
45,919
|
$838,000 | — | 30 Sep 2025 | |
| Beacon Pointe Advisors, LLC |
13F
|
Company |
0.1%
|
45,123
|
$823,942 | — | 30 Sep 2025 | |
| BRADLEY FOSTER & SARGENT INC/CT |
13F
|
Company |
0.08%
|
37,159
|
$678,523 | — | 30 Sep 2025 | |
| EagleClaw Capital Managment, LLC |
13F
|
Company |
0.07%
|
33,700
|
$615,025 | — | 30 Sep 2025 | |
| State of Wyoming |
13F
|
Company |
0.07%
|
32,874
|
$599,951 | — | 30 Sep 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.07%
|
32,217
|
$587,960 | — | 30 Sep 2025 | |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
31,917
|
$582,724 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.07%
|
30,863
|
$563,243 | — | 30 Sep 2025 | |
| Kapitalo Investimentos Ltda |
13F
|
Company |
0.07%
|
30,677
|
$559,855 | — | 30 Sep 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.06%
|
29,682
|
$541,741 | — | 30 Sep 2025 | |
| Fruth Investment Management |
13F
|
Company |
0.05%
|
25,400
|
$463,000 | — | 30 Sep 2025 | |
| Financial Sense Advisors, Inc. |
13F
|
Company |
0.05%
|
25,000
|
$456,250 | — | 30 Sep 2025 | |
| Blue Trust, Inc. |
13F
|
Company |
0.04%
|
20,920
|
$381,790 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.04%
|
20,278
|
$370,082 | — | 30 Sep 2025 | |
| INGALLS & SNYDER LLC |
13F
|
Company |
0.04%
|
20,268
|
$370,000 | — | 30 Sep 2025 | |
| Resurgent Financial Advisors LLC |
13F
|
Company |
0.04%
|
20,000
|
$365,000 | — | 30 Sep 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.04%
|
19,430
|
$354,611 | — | 30 Sep 2025 | |
| Corient Private Wealth LLC |
13F
|
Company |
0.04%
|
18,840
|
$344,019 | — | 30 Sep 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.04%
|
18,363
|
$335,305 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.04%
|
18,096
|
$332,342 | — | 30 Sep 2025 | |
| Welch Group, LLC |
13F
|
Company |
0.04%
|
17,798
|
$324,992 | — | 30 Sep 2025 |
Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2025
As of 31 Dec 2025,
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by
104 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,362,606 shares.
The largest 10 holders included
SoftVest Advisors, LLC, HORIZON KINETICS ASSET MANAGEMENT LLC, MAD RIVER INVESTORS, SCHWARTZ INVESTMENT COUNSEL INC, FOUNDATION RESOURCE MANAGEMENT INC, Moors & Cabot, Inc., JANE STREET GROUP, LLC, Hosking Partners LLP, COMMONWEALTH EQUITY SERVICES, LLC, and Advisory Services Network, LLC.
This page lists
104
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
94
Q4 2025 holders
104
Holder diff
10
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.