Permian Basin Royalty TrustPBT
13F holders, Q2 2025 (June 30)95holders +1
17new positions
16sold out
1famous investor
$12.47avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, up 1 from Q1 2025. 17 opened new positions and 16 sold out. The largest holders were SoftVest Advisors, LLC ($77.3M), Horizon Kinetics Asset Management LLC ($72.8M) and Schwartz Investment Counsel Inc. ($18.0M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.3M |
| Exits | 16 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,015,688 shares bought and 580,566 shares sold, net +4,435,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| SoftVest Advisors, LLC | 15.69% | Add +40.1% | 6,206,624 | $77.3M |
| Horizon Kinetics Asset Management LLC | 0.86% | Add +41.3% | 5,839,825 | $72.8M |
| Schwartz Investment Counsel Inc. | 0.59% | Reduce -2.5% | 1,449,709 | $18.0M |
| Mad River Investors | 4.93% | Add +87.4% | 883,917 | $11.0M |
| Foundation Resource Management Inc. | 1.24% | Reduce -0.7% | 643,257 | $8.0M |
| Moors & Cabot, Inc. | 0.31% | Add +4.5% | 530,208 | $6.6M |
| Hosking Partners LLP | 0.15% | Add +1.2% | 308,549 | $3.8M |
| Morgan Stanley | 0.00% | Add +126.3% | 293,492 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 265,724 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +327.9% | 246,391 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 245,398 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 235,797 | $2.9M |
| Group One Trading LLC | 0.08% | Add +1116.5% | 197,713 | $2.5M |
| Citadel Advisors | 0.00% | Add +160.3% | 142,059 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.1% | 138,593 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -0.8% | 117,842 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2233.8% | 104,298 | $1.3M |
| BWM Planning, LLC | 0.45% | Reduce -0.6% | 103,725 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +4701.1% | 96,021 | $1.2M |
| Atlas Wealth Partners, LLC | 1.11% | Add +14.6% | 77,163 | $960K |
| Promethium Advisors,llc | 0.54% | Reduce -46.0% | 71,230 | $887K |
| Capital Analysts, LLC | 0.03% | Reduce -8.9% | 70,323 | $876K |
| Raymond James Financial Inc. | 0.00% | Add +145.1% | 64,466 | $803K |
| Pathstone Holdings, LLC | 0.00% | Reduce -50.0% | 62,936 | $784K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 59,174 | $737K |
| UBS Group AG | 0.00% | Reduce -19.4% | 54,642 | $681K |
| Fielder Capital Group LLC | 0.16% | No change | 48,218 | $601K |
| Jane Street Group, LLC | 0.00% | New | 46,335 | $577K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 44,975 | $559K |
| HighTower Advisors, LLC | 0.00% | Add +39.9% | 40,537 | $505K |
| EagleClaw Capital Managment, LLC | 0.07% | Add +12.6% | 35,700 | $445K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -3.9% | 31,917 | $397K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 30,895 | $385K |
| Captrust Financial Advisors | 0.00% | No change | 28,682 | $357K |
| State of Wyoming | 0.04% | Reduce -9.3% | 28,215 | $352K |
| Fruth Investment Management | 0.09% | No change | 25,400 | $315K |
| Financial Sense Advisors, Inc. | 0.08% | No change | 25,000 | $312K |
| Blue Trust, Inc. | 0.00% | No change | 20,420 | $254K |
| Ingalls & Snyder LLC | 0.01% | No change | 20,268 | $253K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +90.3% | 20,270 | $253K |
| Resurgent Financial Advisors LLC | 0.14% | No change | 20,000 | $249K |
| State Street Corp. | 0.00% | Add +5.5% | 18,646 | $233K |
| Quadrature Capital Ltd | 0.00% | New | 18,597 | $232K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.6% | 18,362 | $228K |
| Welch Group, LLC | 0.01% | Reduce -2.2% | 17,798 | $221K |
| Ameriprise Financial Inc. | 0.00% | Add +23.0% | 17,185 | $214K |
| PEAK6 LLC | 0.01% | New | 15,727 | $196K |
| XTX Topco Ltd | 0.01% | New | 15,052 | $188K |
| Creative Planning | 0.00% | Add +14.5% | 14,995 | $187K |
| Virtus Investment Advisers, LLC | 0.06% | Add +7.1% | 14,369 | $179K |
| Bank of America Corp. | 0.00% | Add +27.0% | 13,037 | $162K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $157K |
| Family Manage LLC | 0.02% | New | 12,623 | $157K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 12,385 | $154K |
| Russell Investments Group, Ltd. | 0.00% | No change | 12,132 | $151K |
| First Financial Bankshares Inc | 0.00% | No change | 12,000 | $150K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,442 | $148K |
| Kapitalo Investimentos Ltda | 0.03% | New | 11,761 | $147K |
| Simplex Trading, LLC | 0.00% | Reduce -83.7% | 10,384 | $129K |
| Clark Asset Management, LLC | 0.02% | New | 10,000 | $124K |
| Ironwood Financial, llc | 0.03% | No change | 12,300 | $122K |
| Lazard Asset Management LLC | 0.00% | Reduce -86.2% | 9,143 | $113K |
| Avondale Wealth Management | 0.05% | Reduce -74.1% | 7,500 | $93K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,524 | $81K |
| Royal Bank of Canada | 0.00% | Add +19.3% | 6,412 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $74K |
| Access Investment Management LLC | 0.02% | — | 5,178 | $64K |
| NewEdge Advisors, LLC | 0.00% | Add +53.0% | 3,762 | $47K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,446 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 2,376 | $30K |
| Lummis Asset Management, LP | 0.01% | No change | 1,850 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,800 | $22K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 1,333 | $17K |
| Alerus Financial NA | 0.00% | New | 1,000 | $12K |
| Manchester Capital Management LLC | 0.00% | No change | 750 | $9K |
| Bokf, NA | 0.00% | No change | 462 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.7% | 442 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 437 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -1.0% | 389 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $5K |
| Country Trust Bank | 0.00% | New | 300 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 299 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 200 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 182 | $2K |
| WealthCollab, LLC | 0.00% | No change | 161 | $2K |
| Assetmark, Inc. | 0.00% | New | 142 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 100 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | New | 100 | $1K |
| Signaturefd, LLC | 0.00% | No change | 87 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.7% | 85 | $940 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.6% | 60 | $748 |
| Wolff Wiese Magana LLC | 0.00% | New | 18 | $223 |
| Anfield Capital Management, LLC | 0.00% | No change | 7 | $87 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.