Permian Basin Royalty TrustPBT
13F holders, Q4 2025 (December 31)103holders +8
11new positions
7sold out
1famous investor
$16.99avg. 13F price*
At the end of Q4 2025, 103 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, up 8 from Q3 2025. 11 opened new positions and 7 sold out. The largest holders were SoftVest Advisors, LLC ($105.6M), Horizon Kinetics Asset Management LLC ($105.1M) and Mad River Investors ($16.8M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 7 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 859,928 shares bought and 337,114 shares sold, net +522,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| SoftVest Advisors, LLC | 23.74% | No change | 6,217,107 | $105.6M |
| Horizon Kinetics Asset Management LLC | 1.42% | Add +1.5% | 6,187,800 | $105.1M |
| Mad River Investors | 7.64% | Add +7.0% | 986,819 | $16.8M |
| Schwartz Investment Counsel Inc. | 0.57% | Reduce -1.8% | 967,197 | $16.4M |
| Foundation Resource Management Inc. | 1.46% | No change | 642,507 | $10.9M |
| Moors & Cabot, Inc. | 0.43% | Add +10.5% | 585,746 | $9.9M |
| Jane Street Group, LLC | 0.01% | Add +40.3% | 368,187 | $6.3M |
| Hosking Partners LLP | 0.20% | Add +12.8% | 346,683 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.8% | 259,314 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Add +0.1% | 246,549 | $4.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 240,538 | $4.1M |
| Msrh, LLC | 4.53% | — | 239,040 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -5.1% | 234,748 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 229,956 | $3.9M |
| Morgan Stanley | 0.00% | Add +54.0% | 224,661 | $3.8M |
| Sei Investments Co. | 0.00% | New | 195,400 | $3.3M |
| Group One Trading LLC | 0.08% | Reduce -5.6% | 165,170 | $2.8M |
| Lido Advisors, LLC | 0.01% | Add +3.5% | 122,523 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.3% | 107,165 | $1.8M |
| BWM Planning, LLC | 0.47% | No change | 104,397 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 101,084 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +14.6% | 98,543 | $1.7M |
| HRT Financial LP | 0.00% | Add +540.8% | 86,939 | $1.5M |
| Atlas Wealth Partners, LLC | 1.57% | Reduce -0.7% | 83,989 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 71,697 | $1.2M |
| Promethium Advisors,llc | 0.63% | Reduce -0.1% | 68,318 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | No change | 62,936 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +0.0% | 59,177 | $1.0M |
| Bank of America Corp. | 0.00% | Add +91.4% | 59,064 | $1.0M |
| Simplex Trading, LLC | 0.03% | Add +28.6% | 59,028 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +5.8% | 57,553 | $977K |
| MOR Wealth Management, LLC | 0.41% | — | 52,534 | $892K |
| UBS Group AG | 0.00% | Reduce -66.5% | 49,370 | $838K |
| Fielder Capital Group LLC | 0.17% | No change | 48,218 | $819K |
| Avondale Wealth Management | 0.40% | Add +215.5% | 45,750 | $777K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 45,123 | $765K |
| State of Wyoming | 0.08% | Add +34.6% | 44,257 | $751K |
| EagleClaw Capital Managment, LLC | 0.08% | No change | 33,700 | $572K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -10.8% | 33,144 | $562K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32,217 | $547K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 31,917 | $542K |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 29,542 | $502K |
| Fruth Investment Management | 0.12% | No change | 25,400 | $430K |
| Financial Sense Advisors, Inc. | 0.09% | No change | 25,000 | $425K |
| Family Manage LLC | 0.05% | Add +47.5% | 21,748 | $369K |
| Blue Trust, Inc. | 0.00% | Reduce -2.4% | 20,420 | $347K |
| Resurgent Financial Advisors LLC | 0.17% | No change | 20,000 | $340K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 19,685 | $334K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.3% | 19,481 | $331K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 18,891 | $320K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 18,366 | $311K |
| Ingalls & Snyder LLC | 0.01% | Reduce -9.9% | 18,268 | $310K |
| State Street Corp. | 0.00% | Reduce -0.7% | 17,965 | $305K |
| Welch Group, LLC | 0.01% | No change | 17,798 | $302K |
| SCS Capital Management LLC | 0.00% | No change | 17,295 | $294K |
| Creative Planning | 0.00% | Reduce -15.3% | 14,208 | $241K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 13,198 | $235K |
| XTX Topco Ltd | 0.01% | New | 13,541 | $230K |
| Ironwood Financial, llc | 0.04% | No change | 12,300 | $217K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $215K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 12,439 | $211K |
| Walleye Capital LLC | 0.00% | New | 12,415 | $211K |
| First Financial Bankshares Inc | 0.00% | No change | 12,000 | $204K |
| Clark Asset Management, LLC | 0.02% | No change | 10,000 | $170K |
| Royal Bank of Canada | 0.00% | Add +6.0% | 9,802 | $166K |
| Russell Investments Group, Ltd. | 0.00% | No change | 9,354 | $159K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 7,591 | $129K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $100K |
| Access Investment Management LLC | 0.02% | No change | 4,000 | $73K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.8% | 2,791 | $47K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,446 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +18.7% | 2,124 | $36K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.2% | 2,022 | $34K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,953 | $33K |
| Lummis Asset Management, LP | 0.02% | No change | 1,850 | $31K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,800 | $31K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,634 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,500 | $25K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 1,385 | $24K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 1,333 | $23K |
| Eagle Bay Advisors LLC | 0.02% | New | 1,292 | $22K |
| Alerus Financial NA | 0.00% | No change | 1,000 | $17K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 617 | $10K |
| BNP Paribas Financial Markets | 0.00% | Add +1223.5% | 450 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $7K |
| WealthCollab, LLC | 0.00% | No change | 371 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.3% | 334 | $6K |
| Country Trust Bank | 0.00% | No change | 300 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 282 | $5K |
| Barclays PLC | 0.00% | New | 273 | $5K |
| PFS Partners, LLC | 0.00% | No change | 200 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 200 | $3K |
| Assetmark, Inc. | 0.00% | No change | 142 | $2K |
| Winnacle Wealth LLC | 0.00% | Add +4.7% | 135 | $2K |
| Signaturefd, LLC | 0.00% | No change | 87 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.2% | 87 | $1K |
| BlackRock, Inc. | 0.00% | New | 50 | $849 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 45 | $763 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.