Permrock Royalty TrustPRT
13F holders, Q4 2025 (December 31)21holders +6
5new positions
0sold out
1famous investor
$2.79avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Permrock Royalty Trust (PRT) in their 13F filings, up 6 from Q3 2025. 5 opened new positions and 0 sold out. The largest holders were BlackRock, Inc. ($172K), Certuity, LLC ($153K) and Susquehanna International Group, LLP ($113K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Permrock Royalty Trust
- CUSIP
- 714254109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $284K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 101,906 shares bought and 17,549 shares sold, net +84,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| BlackRock, Inc. | 0.00% | Reduce -16.6% | 61,739 | $172K |
| Certuity, LLC | 0.01% | No change | 55,000 | $153K |
| Susquehanna International Group, LLP | 0.00% | New | 40,627 | $113K |
| Citadel Advisors | 0.00% | New | 37,958 | $106K |
| Howard Financial Services, LTD. | 0.01% | No change | 28,741 | $80K |
| Jane Street Group, LLC | 0.00% | New | 19,023 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,000 | $42K |
| CWA Asset Management Group, LLC | 0.00% | No change | 14,665 | $41K |
| Royal Bank of Canada | 0.00% | No change | 5,000 | $14K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 5,000 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 4,300 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,500 | $10K |
| Barclays PLC | 0.00% | No change | 3,221 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 2,458 | $7K |
| UBS Group AG | 0.00% | New | 2,336 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 1,960 | $5K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,466 | $4K |
| Bank of America Corp. | 0.00% | No change | 269 | $751 |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $279 |
| Sound Income Strategies, LLC | 0.00% | No change | 49 | $150 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $3 |
"% of holder's portfolio" is PRT's weight in each manager's 13F, not the share of Permrock Royalty Trust the manager owns.