Permian Basin Royalty TrustPBT
13F holders, Q2 2026 (June 30)100holders +4
15new positions
9sold out
$25.04avg. 13F price*
At the end of Q2 2026, 100 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, up 4 from Q1 2026. 15 opened new positions and 9 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($168.5M), SoftVest Advisors, LLC ($155.7M) and Mad River Investors ($25.2M).
- Company
- Permian Basin Royalty Trust
- CUSIP
- 714236106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.8M |
| Exits | 9 | $6.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,022,744 shares bought and 734,484 shares sold, net +288,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Horizon Kinetics Asset Management LLC | 1.91% | Add +5.5% | 6,729,289 | $168.5M |
| SoftVest Advisors, LLC | 24.76% | No change | 6,217,107 | $155.7M |
| Mad River Investors | 9.41% | Add +0.2% | 1,005,152 | $25.2M |
| Schwartz Investment Counsel Inc. | 0.78% | No change | 933,719 | $23.4M |
| Foundation Resource Management Inc. | 1.82% | Reduce -0.6% | 626,331 | $15.7M |
| Moors & Cabot, Inc. | 0.56% | Reduce -3.1% | 570,161 | $14.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +57.7% | 424,229 | $10.6M |
| HRT Financial LP | 0.01% | Add +61.6% | 276,005 | $6.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.7% | 249,595 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 219,718 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +35.1% | 213,303 | $5.3M |
| Sei Investments Co. | 0.00% | Reduce -50.0% | 211,000 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -31.5% | 206,151 | $5.2M |
| SteelPeak Wealth, LLC | 0.13% | Add +4.4% | 199,449 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -6.4% | 197,716 | $5.0M |
| Lido Advisors, LLC | 0.01% | Reduce -3.4% | 117,842 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.6% | 109,412 | $2.7M |
| BWM Planning, LLC | 0.61% | No change | 104,397 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 95,270 | $2.4M |
| Atlas Wealth Partners, LLC | 2.25% | Add +1.4% | 82,241 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +233.8% | 74,235 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 70,760 | $1.8M |
| Promethium Advisors,llc | 0.82% | No change | 68,298 | $1.7M |
| Bank of America Corp. | 0.00% | Add +24.9% | 64,182 | $1.6M |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 62,940 | $1.6M |
| Essex Financial Services, Inc. | 0.07% | Reduce -1.1% | 56,866 | $1.4M |
| UBS Group AG | 0.00% | Add +55.9% | 55,058 | $1.4M |
| MOR Wealth Management, LLC | 0.52% | No change | 52,534 | $1.3M |
| Avondale Wealth Management | 0.47% | Reduce -5.9% | 46,330 | $1.2M |
| Family Manage LLC | 0.11% | Add +96.8% | 42,808 | $1.1M |
| Fielder Capital Group LLC | 0.23% | No change | 41,726 | $1.0M |
| PKS Advisory Services, LLC | 0.16% | New | 41,137 | $1.0M |
| Walleye Capital LLC | 0.01% | Add +285.8% | 40,394 | $1.0M |
| EagleClaw Capital Managment, LLC | 0.12% | Add +3.2% | 36,600 | $916K |
| Capital Analysts, LLC | 0.02% | Reduce -40.0% | 34,563 | $865K |
| XTX Topco Ltd | 0.01% | New | 33,346 | $835K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 32,151 | $805K |
| Captrust Financial Advisors | 0.00% | No change | 26,892 | $673K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -11.1% | 26,317 | $659K |
| Fruth Investment Management | 0.15% | No change | 25,400 | $636K |
| Financial Sense Advisors, Inc. | 0.14% | Add +0.2% | 25,051 | $627K |
| Group One Trading LLC | 0.02% | Add +367.1% | 21,844 | $547K |
| Royal Bank of Canada | 0.00% | Add +183.4% | 21,325 | $534K |
| Corient Private Wealth LP | 0.00% | Add +10.4% | 20,865 | $522K |
| Blue Trust, Inc. | 0.01% | No change | 20,420 | $511K |
| Resurgent Financial Advisors LLC | 0.14% | No change | 20,000 | $501K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 19,612 | $491K |
| Welch Group, LLC | 0.02% | No change | 19,298 | $483K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 18,541 | $464K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 18,368 | $460K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +45.2% | 16,645 | $436K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.2% | 16,521 | $414K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +18.8% | 14,774 | $370K |
| Ironwood Financial, llc | 0.05% | No change | 12,300 | $345K |
| Ingalls & Snyder LLC | 0.01% | Reduce -27.9% | 13,173 | $330K |
| Caption Management, LLC | 0.01% | New | 12,663 | $317K |
| First Financial Bankshares Inc | 0.01% | No change | 12,000 | $300K |
| Quadrature Capital Ltd | 0.00% | Reduce -0.7% | 11,937 | $299K |
| CIBC Bancorp USA Inc. | 0.00% | New | 10,144 | $254K |
| Clark Asset Management, LLC | 0.02% | No change | 10,000 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | New | 9,950 | $249K |
| Ethos Financial Group, LLC | 0.02% | New | 8,500 | $248K |
| Fourpath Capital Management, LLC | 0.03% | New | 9,271 | $232K |
| Tidal Investments LLC | 0.00% | New | 8,441 | $211K |
| Post Resch Tallon Group Inc. | 0.15% | New | 8,402 | $210K |
| Argent Trust Co | 0.01% | New | 8,000 | $200K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.0% | 7,598 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $148K |
| State of Wyoming | 0.01% | Reduce -75.1% | 3,851 | $96K |
| NewEdge Advisors, LLC | 0.00% | Add +25.1% | 3,493 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.6% | 2,820 | $71K |
| Simplex Trading, LLC | 0.00% | Add +417.3% | 2,664 | $67K |
| CX Institutional | 0.00% | Add +80.3% | 2,109 | $53K |
| Lummis Asset Management, LP | 0.03% | No change | 1,850 | $46K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,800 | $45K |
| Access Investment Management LLC | 0.01% | Reduce -40.0% | 1,800 | $45K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,500 | $38K |
| Signaturefd, LLC | 0.00% | Add +1527.6% | 1,416 | $35K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.9% | 1,262 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 1,212 | $30K |
| United Financial Planning Group LLC | 0.01% | New | 1,000 | $25K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,000 | $25K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,000 | $25K |
| JNBA Financial Advisors | 0.00% | New | 579 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 490 | $12K |
| Webster Bank, N. A. | 0.00% | No change | 417 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 387 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $10K |
| WealthCollab, LLC | 0.00% | No change | 324 | $8K |
| Allworth Financial LP | 0.00% | New | 300 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 201 | $5K |
| PFS Partners, LLC | 0.00% | No change | 200 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 200 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -5.5% | 189 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.2% | 147 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 100 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 45 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 18 | $449 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.