Permian Basin Royalty TrustPBT
13F holders, Q4 2024 (December 31)97holders +10
14new positions
9sold out
1famous investor
$11.07avg. 13F price*
At the end of Q4 2024, 97 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, up 10 from Q3 2024. 14 opened new positions and 9 sold out. The largest holders were SoftVest Advisors, LLC ($49.1M), Horizon Kinetics Asset Management LLC ($43.7M) and Schwartz Investment Counsel Inc. ($15.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Permian Basin Royalty Trust
- CUSIP
- 714236106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.3M |
| Exits | 9 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,244,133 shares bought and 372,657 shares sold, net +871,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| SoftVest Advisors, LLC | 9.83% | No change | 4,429,695 | $49.1M |
| Horizon Kinetics Asset Management LLC | 0.55% | Add +7.1% | 3,946,083 | $43.7M |
| Schwartz Investment Counsel Inc. | 0.55% | Reduce -1.1% | 1,386,902 | $15.3M |
| Foundation Resource Management Inc. | 1.23% | Reduce -1.0% | 662,541 | $7.3M |
| Moors & Cabot, Inc. | 0.31% | Add +11.0% | 594,221 | $6.6M |
| Hosking Partners LLP | 0.13% | Add +28.3% | 307,551 | $3.4M |
| LPL Financial LLC | 0.00% | Add +7.5% | 292,045 | $3.2M |
| Mad River Investors | 1.27% | Reduce -10.9% | 246,293 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +210.9% | 233,493 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +87.0% | 220,527 | $2.4M |
| Morgan Stanley | 0.00% | Add +409.0% | 145,944 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +42.1% | 138,924 | $1.5M |
| Ofi Invest Asset Management | 0.03% | — | 124,017 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +113.4% | 114,642 | $1.3M |
| BWM Planning, LLC | 0.50% | Add +0.7% | 104,397 | $1.2M |
| Promethium Advisors,llc | 0.68% | New | 90,032 | $997K |
| Capital Analysts, LLC | 0.03% | Add +0.7% | 77,918 | $863K |
| Citadel Advisors | 0.00% | Add +26.8% | 68,882 | $763K |
| Atlas Wealth Partners, LLC | 0.92% | Add +4.0% | 66,098 | $730K |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 63,052 | $699K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 60,926 | $675K |
| UBS Group AG | 0.00% | Reduce -35.2% | 59,829 | $663K |
| Lazard Asset Management LLC | 0.00% | New | 56,268 | $623K |
| Raymond James Financial Inc. | 0.00% | — | 56,180 | $622K |
| GeoWealth Management, LLC | 0.02% | Add +22.5% | 49,947 | $550K |
| Fielder Capital Group LLC | 0.17% | No change | 48,218 | $534K |
| Jane Street Group, LLC | 0.00% | New | 42,885 | $475K |
| EagleClaw Capital Managment, LLC | 0.06% | Reduce -16.1% | 34,700 | $384K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -33.0% | 34,800 | $384K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 33,217 | $367K |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.1% | 32,487 | $360K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +45.2% | 29,467 | $326K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 29,165 | $323K |
| Captrust Financial Advisors | 0.00% | No change | 28,682 | $318K |
| Fruth Investment Management | 0.08% | No change | 25,400 | $279K |
| Brown Brothers Harriman & Co. | 0.00% | New | 22,645 | $251K |
| Napatree Capital LLC | 0.15% | New | 22,563 | $249K |
| Simplex Trading, LLC | 0.01% | New | 21,862 | $242K |
| Bank of America Corp. | 0.00% | Add +3.6% | 21,117 | $234K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.7% | 20,725 | $229K |
| Blue Trust, Inc. | 0.00% | No change | 20,420 | $226K |
| Ingalls & Snyder LLC | 0.01% | No change | 20,268 | $225K |
| Resurgent Financial Advisors LLC | 0.13% | No change | 20,000 | $222K |
| Financial Sense Advisors, Inc. | 0.07% | No change | 20,000 | $222K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -7.0% | 19,758 | $218K |
| Qube Research & Technologies Ltd | 0.00% | Add +13.7% | 19,087 | $211K |
| Avondale Wealth Management | 0.13% | Add +100.0% | 19,000 | $211K |
| State of Wyoming | 0.03% | Reduce -4.2% | 18,008 | $200K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.6% | 15,389 | $171K |
| State Street Corp. | 0.00% | Add +2.8% | 14,754 | $164K |
| PFG Investments, LLC | 0.01% | Reduce -20.4% | 14,070 | $156K |
| Price Jennifer C. | 0.20% | No change | 13,841 | $153K |
| Creative Planning | 0.00% | Reduce -18.1% | 13,190 | $146K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 13,000 | $144K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $140K |
| Ironwood Financial, llc | 0.03% | Reduce -33.5% | 12,300 | $136K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.3% | 12,132 | $134K |
| First Financial Bankshares Inc | 0.00% | No change | 12,000 | $133K |
| Ameriprise Financial Inc. | 0.00% | Add +16.1% | 11,688 | $128K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.2% | 11,528 | $127K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 11,465 | $127K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,936 | $121K |
| Welch Group, LLC | 0.01% | No change | 10,816 | $118K |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 8,425 | $93K |
| Sandy Spring Bank | 0.00% | Reduce -0.5% | 6,524 | $72K |
| Access Investment Management LLC | 0.02% | Reduce -21.4% | 6,414 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $66K |
| Venturi Wealth Management, LLC | 0.00% | No change | 5,586 | $62K |
| JPMorgan Chase & Co. | 0.00% | Add +88.9% | 4,782 | $53K |
| Golden State Wealth Management, LLC | 0.00% | — | 2,446 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 2,278 | $25K |
| Lummis Asset Management, LP | 0.03% | No change | 1,850 | $20K |
| Signature Resources Capital Management, LLC | 0.02% | New | 1,800 | $20K |
| NewEdge Advisors, LLC | 0.00% | Add +1.5% | 1,722 | $19K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +48.5% | 1,562 | $17K |
| Principia Wealth Advisory, LLC | 0.01% | — | 1,333 | $15K |
| NewSquare Capital LLC | 0.00% | New | 1,000 | $11K |
| Brooklyn Investment Group | 0.00% | New | 909 | $10K |
| Manchester Capital Management LLC | 0.00% | No change | 750 | $8K |
| Spire Wealth Management | 0.00% | No change | 750 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 734 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 505 | $6K |
| Bokf, NA | 0.00% | No change | 462 | $5K |
| NFSG Corp | 0.00% | New | 480 | $5K |
| Winnacle Wealth LLC | 0.01% | — | 480 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.7% | 437 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 384 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.5% | 304 | $3K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 240 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $1K |
| Signaturefd, LLC | 0.00% | No change | 87 | $959 |
| Clearstead Advisors, LLC | 0.00% | Add +1.2% | 86 | $953 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -59.9% | 85 | $930 |
| BankPlus Trust Department | 0.00% | — | 12 | $133 |
| Anfield Capital Management, LLC | 0.00% | No change | 7 | $77 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.