Permian Basin Royalty TrustPBT
13F holders, Q1 2026 (March 31)96holders −7
8new positions
15sold out
$21.52avg. 13F price*
At the end of Q1 2026, 96 institutions reported holding Permian Basin Royalty Trust (PBT) in their 13F filings, down 7 from Q4 2025. 8 opened new positions and 15 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($137.3M), SoftVest Advisors, LLC ($133.8M) and Mad River Investors ($21.6M).
- Company
- Permian Basin Royalty Trust
- CUSIP
- 714236106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.5M |
| Exits | 15 | $7.0M |
All 13F filers, Q4 2025 → Q1 2026: 970,732 shares bought and 1,226,108 shares sold, net −255,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Horizon Kinetics Asset Management LLC | 1.49% | Add +3.1% | 6,379,692 | $137.3M |
| SoftVest Advisors, LLC | 20.74% | No change | 6,217,107 | $133.8M |
| Mad River Investors | 7.79% | Add +1.6% | 1,003,140 | $21.6M |
| Schwartz Investment Counsel Inc. | 0.71% | Reduce -3.5% | 933,719 | $20.1M |
| Foundation Resource Management Inc. | 1.53% | Reduce -1.9% | 630,207 | $13.6M |
| Moors & Cabot, Inc. | 0.54% | Add +0.5% | 588,642 | $12.7M |
| Sei Investments Co. | 0.01% | Add +116.0% | 422,000 | $9.1M |
| Morgan Stanley | 0.00% | Add +33.9% | 300,904 | $6.5M |
| Hosking Partners LLP | 0.22% | Reduce -19.1% | 280,292 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.7% | 268,985 | $5.8M |
| Advisory Services Network, LLC | 0.07% | Add +2.0% | 251,436 | $5.4M |
| Msrh, LLC | 4.58% | Add +0.5% | 240,342 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 230,722 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -8.1% | 211,240 | $4.5M |
| SteelPeak Wealth, LLC | 0.13% | New | 191,103 | $4.1M |
| HRT Financial LP | 0.01% | Add +96.5% | 170,826 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +249.8% | 157,833 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +25.3% | 126,612 | $2.8M |
| Lido Advisors, LLC | 0.01% | Reduce -0.4% | 122,037 | $2.6M |
| BWM Planning, LLC | 0.59% | No change | 104,397 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.6% | 84,184 | $1.8M |
| Atlas Wealth Partners, LLC | 1.80% | Reduce -3.4% | 81,144 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 71,588 | $1.5M |
| Promethium Advisors,llc | 0.76% | Reduce -0.0% | 68,298 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 62,936 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +0.1% | 57,583 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -2.9% | 57,477 | $1.2M |
| MOR Wealth Management, LLC | 0.52% | No change | 52,534 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -13.0% | 51,387 | $1.1M |
| Avondale Wealth Management | 0.52% | Add +7.7% | 49,250 | $1.1M |
| Fielder Capital Group LLC | 0.20% | Reduce -13.5% | 41,726 | $898K |
| EagleClaw Capital Managment, LLC | 0.11% | Add +5.2% | 35,450 | $763K |
| UBS Group AG | 0.00% | Reduce -28.5% | 35,307 | $760K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 32,217 | $693K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -7.2% | 29,617 | $638K |
| Captrust Financial Advisors | 0.00% | Reduce -9.0% | 26,892 | $579K |
| Fruth Investment Management | 0.14% | No change | 25,400 | $546K |
| Financial Sense Advisors, Inc. | 0.12% | No change | 25,000 | $538K |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 22,240 | $479K |
| Family Manage LLC | 0.06% | No change | 21,748 | $468K |
| Blue Trust, Inc. | 0.01% | No change | 20,420 | $439K |
| Resurgent Financial Advisors LLC | 0.16% | No change | 20,000 | $430K |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 19,835 | $427K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 19,582 | $421K |
| Welch Group, LLC | 0.02% | Add +8.4% | 19,298 | $415K |
| Corient Private Wealth LP | 0.00% | No change | 18,891 | $407K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 18,367 | $395K |
| Ingalls & Snyder LLC | 0.01% | No change | 18,268 | $393K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -48.5% | 17,070 | $367K |
| State of Wyoming | 0.04% | Reduce -65.1% | 15,442 | $332K |
| Waverly Advisors, LLC | 0.00% | No change | 12,666 | $273K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 12,439 | $268K |
| Ironwood Financial, llc | 0.05% | No change | 12,300 | $265K |
| Quadrature Capital Ltd | 0.00% | New | 12,015 | $259K |
| First Financial Bankshares Inc | 0.01% | No change | 12,000 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.1% | 11,464 | $246K |
| Walleye Capital LLC | 0.00% | Reduce -15.7% | 10,470 | $225K |
| Clark Asset Management, LLC | 0.02% | No change | 10,000 | $215K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.1% | 8,039 | $173K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 7,595 | $163K |
| Royal Bank of Canada | 0.00% | Reduce -23.2% | 7,525 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,912 | $127K |
| Group One Trading LLC | 0.00% | Reduce -97.2% | 4,676 | $101K |
| Access Investment Management LLC | 0.02% | Reduce -25.0% | 3,000 | $65K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +45.3% | 2,837 | $61K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 2,792 | $60K |
| BNP Paribas Financial Markets | 0.00% | Add +470.7% | 2,568 | $55K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,446 | $53K |
| Lummis Asset Management, LP | 0.02% | No change | 1,850 | $40K |
| Barclays PLC | 0.00% | Add +560.4% | 1,803 | $39K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,800 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,500 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.6% | 1,240 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.5% | 1,162 | $25K |
| CX Institutional | 0.00% | New | 1,170 | $25K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,000 | $22K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,000 | $22K |
| Simplex Trading, LLC | 0.00% | Reduce -99.1% | 515 | $11K |
| Webster Bank, N. A. | 0.00% | New | 417 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +37.2% | 387 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 384 | $8K |
| WealthCollab, LLC | 0.00% | Reduce -12.7% | 324 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 303 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -39.8% | 201 | $4K |
| PFS Partners, LLC | 0.00% | No change | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 200 | $4K |
| Assetmark, Inc. | 0.00% | Add +40.9% | 200 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 87 | $2K |
| Signaturefd, LLC | 0.00% | No change | 87 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | Add +2250.0% | 47 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 45 | $920 |
| Farther Finance Advisors, LLC | 0.00% | No change | 25 | $512 |
| Wolff Wiese Magana LLC | 0.00% | No change | 18 | $386 |
| Citigroup Inc. | 0.00% | New | 10 | $215 |
"% of holder's portfolio" is PBT's weight in each manager's 13F, not the share of Permian Basin Royalty Trust the manager owns.