Permian Basin Royalty TrustPBT
13F holders, Q3 2025 (September 30)95holders
11new positions
11sold out
1famous investor
$18.25avg. 13F price*
At the end of Q3 2025, 95 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, unchanged from Q2 2025. 11 opened new positions and 11 sold out. The largest holders were SoftVest Advisors, LLC ($113.5M), Horizon Kinetics Asset Management LLC ($111.3M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.1M |
| Exits | 11 | $906K |
All 13F filers, Q2 2025 → Q3 2025: 1,081,464 shares bought and 851,299 shares sold, net +230,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| SoftVest Advisors, LLC | 23.59% | Add +0.2% | 6,217,107 | $113.5M |
| Horizon Kinetics Asset Management LLC | 1.36% | Add +4.4% | 6,099,049 | $111.3M |
| Schwartz Investment Counsel Inc. | 0.60% | Reduce -32.1% | 984,672 | $18.0M |
| Mad River Investors | 7.21% | Add +4.3% | 922,230 | $16.8M |
| Foundation Resource Management Inc. | 1.68% | Reduce -0.1% | 642,507 | $11.7M |
| Moors & Cabot, Inc. | 0.42% | Add +0.0% | 530,290 | $9.7M |
| Hosking Partners LLP | 0.20% | Reduce -0.4% | 307,453 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.3% | 290,577 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +466.3% | 262,399 | $4.8M |
| Citadel Advisors | 0.00% | Add +74.1% | 247,385 | $4.5M |
| Advisory Services Network, LLC | 0.07% | Add +0.0% | 246,420 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 241,846 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 233,704 | $4.3M |
| Group One Trading LLC | 0.10% | Reduce -11.5% | 174,980 | $3.2M |
| UBS Group AG | 0.00% | Add +170.1% | 147,578 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -50.3% | 145,934 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +0.4% | 118,341 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 118,114 | $2.2M |
| BWM Planning, LLC | 0.57% | Add +0.7% | 104,397 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 100,874 | $1.8M |
| Bessemer Group Inc. | 0.00% | No change | 96,021 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +33.4% | 85,964 | $1.6M |
| Atlas Wealth Partners, LLC | 1.59% | Add +9.6% | 84,588 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +75.4% | 71,093 | $1.3M |
| Promethium Advisors,llc | 0.72% | Reduce -4.0% | 68,418 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | No change | 62,936 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | No change | 59,174 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -22.7% | 54,383 | $992K |
| Fielder Capital Group LLC | 0.20% | No change | 48,218 | $880K |
| Simplex Trading, LLC | 0.02% | Add +342.2% | 45,919 | $838K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -67.4% | 45,123 | $824K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -17.4% | 37,159 | $679K |
| EagleClaw Capital Managment, LLC | 0.09% | Reduce -5.6% | 33,700 | $615K |
| State of Wyoming | 0.07% | Add +16.5% | 32,874 | $600K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.3% | 32,217 | $588K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 31,917 | $583K |
| Bank of America Corp. | 0.00% | Add +136.7% | 30,863 | $563K |
| Kapitalo Investimentos Ltda | 0.10% | Add +160.8% | 30,677 | $560K |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 29,682 | $542K |
| Fruth Investment Management | 0.13% | No change | 25,400 | $463K |
| Financial Sense Advisors, Inc. | 0.09% | No change | 25,000 | $456K |
| Blue Trust, Inc. | 0.00% | Add +2.5% | 20,920 | $382K |
| Ameriprise Financial Inc. | 0.00% | Add +18.0% | 20,278 | $370K |
| Ingalls & Snyder LLC | 0.01% | No change | 20,268 | $370K |
| Resurgent Financial Advisors LLC | 0.18% | No change | 20,000 | $365K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.1% | 19,430 | $355K |
| Corient Private Wealth LP | 0.00% | New | 18,840 | $344K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 18,363 | $335K |
| State Street Corp. | 0.00% | Reduce -3.0% | 18,096 | $332K |
| Welch Group, LLC | 0.01% | No change | 17,798 | $325K |
| SCS Capital Management LLC | 0.00% | New | 17,295 | $318K |
| Creative Planning | 0.00% | Add +11.9% | 16,778 | $306K |
| Family Manage LLC | 0.04% | Add +16.8% | 14,747 | $269K |
| Avondale Wealth Management | 0.14% | Add +93.3% | 14,500 | $265K |
| HRT Financial LP | 0.00% | New | 13,568 | $247K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $231K |
| Ironwood Financial, llc | 0.04% | No change | 12,300 | $225K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.8% | 13,016 | $222K |
| First Financial Bankshares Inc | 0.00% | No change | 12,000 | $219K |
| Clark Asset Management, LLC | 0.02% | No change | 10,000 | $183K |
| Virtus Investment Advisers, LLC | 0.05% | Reduce -33.2% | 9,597 | $175K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.9% | 9,354 | $171K |
| Royal Bank of Canada | 0.00% | Add +44.2% | 9,244 | $168K |
| Atlantic Union Bankshares Corp | 0.00% | Add +16.2% | 7,582 | $138K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $108K |
| Access Investment Management LLC | 0.02% | Reduce -22.8% | 4,000 | $73K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 3,763 | $69K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,446 | $45K |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 2,533 | $43K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 2,193 | $40K |
| Lummis Asset Management, LP | 0.02% | No change | 1,850 | $34K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,800 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2881.7% | 1,789 | $33K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,500 | $27K |
| Principia Wealth Advisory, LLC | 0.02% | No change | 1,333 | $24K |
| Alerus Financial NA | 0.00% | No change | 1,000 | $18K |
| Manchester Capital Management LLC | 0.00% | Add +18.7% | 890 | $16K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $7K |
| WealthCollab, LLC | 0.00% | Add +130.4% | 371 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -24.7% | 333 | $6K |
| Country Trust Bank | 0.00% | No change | 300 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.7% | 282 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 200 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +100.0% | 200 | $4K |
| PFS Partners, LLC | 0.00% | New | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $4K |
| Assetmark, Inc. | 0.00% | No change | 142 | $3K |
| Winnacle Wealth LLC | 0.00% | New | 129 | $2K |
| Signaturefd, LLC | 0.00% | No change | 87 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.2% | 86 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | New | 45 | $824 |
| BNP Paribas Financial Markets | 0.00% | New | 34 | $620 |
| Farther Finance Advisors, LLC | 0.00% | New | 25 | $456 |
| Wolff Wiese Magana LLC | 0.00% | No change | 18 | $328 |
| Anfield Capital Management, LLC | 0.00% | No change | 7 | $128 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.