Permian Basin Royalty TrustPBT
13F holders, Q1 2025 (March 31)94holders −3
10new positions
9sold out
1famous investor
$9.90avg. 13F price*
At the end of Q1 2025, 94 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, down 3 from Q4 2024. 10 opened new positions and 9 sold out. The largest holders were SoftVest Advisors, LLC ($43.9M), Horizon Kinetics Asset Management LLC ($41.0M) and Schwartz Investment Counsel Inc. ($14.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $901K |
| Exits | 9 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 902,088 shares bought and 399,666 shares sold, net +502,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| SoftVest Advisors, LLC | 7.77% | No change | 4,429,695 | $43.9M |
| Horizon Kinetics Asset Management LLC | 0.47% | Add +4.8% | 4,134,327 | $41.0M |
| Schwartz Investment Counsel Inc. | 0.50% | Add +7.2% | 1,486,902 | $14.7M |
| Foundation Resource Management Inc. | 1.01% | Reduce -2.2% | 647,872 | $6.4M |
| Moors & Cabot, Inc. | 0.26% | Reduce -14.6% | 507,293 | $5.0M |
| Mad River Investors | 1.98% | Add +91.5% | 471,693 | $4.7M |
| Hosking Partners LLP | 0.13% | Reduce -0.8% | 304,966 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 257,267 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 244,514 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -18.9% | 236,783 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.3% | 138,509 | $1.4M |
| Promethium Advisors,llc | 0.84% | Add +46.4% | 131,829 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 129,697 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +99.6% | 125,872 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +3.7% | 118,842 | $1.2M |
| Ofi Invest Asset Management | 0.03% | No change | 124,017 | $1.1M |
| BWM Planning, LLC | 0.44% | No change | 104,397 | $1.0M |
| Capital Analysts, LLC | 0.03% | Reduce -0.9% | 77,178 | $765K |
| UBS Group AG | 0.00% | Add +13.3% | 67,788 | $672K |
| Atlas Wealth Partners, LLC | 0.82% | Add +1.9% | 67,363 | $666K |
| Lazard Asset Management LLC | 0.00% | Add +18.1% | 66,438 | $658K |
| Simplex Trading, LLC | 0.02% | Add +191.3% | 63,679 | $631K |
| Essex Financial Services, Inc. | 0.04% | Reduce -2.9% | 59,172 | $586K |
| Advisory Services Network, LLC | 0.01% | New | 57,584 | $571K |
| Citadel Advisors | 0.00% | Reduce -20.8% | 54,564 | $541K |
| Fielder Capital Group LLC | 0.14% | No change | 48,218 | $478K |
| Napatree Capital LLC | 0.26% | Add +105.1% | 46,273 | $457K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 33,217 | $328K |
| EagleClaw Capital Managment, LLC | 0.05% | Reduce -8.7% | 31,700 | $314K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.4% | 31,400 | $311K |
| State of Wyoming | 0.04% | Add +72.8% | 31,113 | $308K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.7% | 30,854 | $306K |
| Avondale Wealth Management | 0.18% | Add +52.6% | 29,000 | $287K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 28,981 | $287K |
| Captrust Financial Advisors | 0.00% | No change | 28,682 | $284K |
| Raymond James Financial Inc. | 0.00% | Reduce -53.2% | 26,302 | $261K |
| Fruth Investment Management | 0.07% | No change | 25,400 | $250K |
| Financial Sense Advisors, Inc. | 0.07% | Add +25.0% | 25,000 | $248K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.0% | 22,146 | $219K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -36.4% | 22,118 | $218K |
| Blue Trust, Inc. | 0.00% | No change | 20,420 | $202K |
| Ingalls & Snyder LLC | 0.01% | No change | 20,268 | $201K |
| Resurgent Financial Advisors LLC | 0.12% | No change | 20,000 | $198K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.5% | 18,860 | $186K |
| Welch Group, LLC | 0.01% | Add +68.3% | 18,200 | $180K |
| State Street Corp. | 0.00% | Add +19.8% | 17,678 | $176K |
| Group One Trading LLC | 0.01% | New | 16,253 | $161K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.9% | 15,675 | $155K |
| Pekin Hardy Strauss, Inc. | 0.02% | Add +19.2% | 15,500 | $154K |
| PFG Investments, LLC | 0.01% | No change | 14,070 | $139K |
| Ameriprise Financial Inc. | 0.00% | Add +19.5% | 13,972 | $138K |
| Virtus Investment Advisers, LLC | 0.04% | New | 13,420 | $133K |
| Creative Planning | 0.00% | Reduce -0.7% | 13,092 | $130K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $125K |
| Ironwood Financial, llc | 0.03% | No change | 12,300 | $122K |
| Russell Investments Group, Ltd. | 0.00% | No change | 12,132 | $120K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -42.2% | 11,980 | $119K |
| First Financial Bankshares Inc | 0.00% | No change | 12,000 | $119K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 11,442 | $113K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.6% | 10,650 | $106K |
| Bank of America Corp. | 0.00% | Reduce -51.4% | 10,268 | $102K |
| Sandy Spring Bank | 0.00% | No change | 6,524 | $65K |
| Sunbelt Securities, Inc. | 0.01% | Add +7352.9% | 6,335 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $59K |
| Royal Bank of Canada | 0.00% | Reduce -36.2% | 5,375 | $53K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 4,469 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 2,678 | $27K |
| NewEdge Advisors, LLC | 0.00% | Add +42.7% | 2,458 | $24K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,446 | $24K |
| Bessemer Group Inc. | 0.00% | New | 2,000 | $20K |
| Lummis Asset Management, LP | 0.01% | No change | 1,850 | $18K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,800 | $18K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 1,333 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,000 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +208.6% | 938 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 750 | $7K |
| Spire Wealth Management | 0.00% | No change | 750 | $7K |
| Winnacle Wealth LLC | 0.01% | Add +17.7% | 565 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.6% | 508 | $5K |
| Bokf, NA | 0.00% | No change | 462 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.5% | 439 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 393 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -59.3% | 299 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $2K |
| WealthCollab, LLC | 0.00% | New | 161 | $2K |
| Fifth Third Bancorp | 0.00% | New | 87 | $862 |
| Signaturefd, LLC | 0.00% | No change | 87 | $859 |
| Clearstead Advisors, LLC | 0.00% | No change | 86 | $857 |
| BankPlus Trust Department | 0.00% | No change | 12 | $119 |
| Anfield Capital Management, LLC | 0.00% | No change | 7 | $69 |
| BlackRock, Inc. | 0.00% | New | 5 | $50 |
| FMR LLC | 0.00% | New | 3 | $28 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.