PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Units of Beneficial Interest
Symbol
PBT on NYSE
Shares outstanding
46,745,165
Price per share
$17.80
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
19,546,158
Holdings value
$356,746,538
% of all portfolios
0%
Share change
+230,131
Value change
+$4,617,542
Average buys %
+0%
Average sells %
-0%
Number of holders
93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SoftVest Advisors, LLC 13% 0% $109,856,281 6,217,107 0% SoftVest Advisors, LLC 26 Dec 2025
HORIZON KINETICS ASSET MANAGEMENT LLC 12% +44% $61,376,561 +$19,903,228 5,839,825 +48% HORIZON KINETICS ASSET MANAGEMENT LLC 03 Jun 2025
As of 30 Sep 2025, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 93 institutional shareholders filing 13F forms. They hold 19,546,158 shares of 46,745,165 outstanding shares (42%) .

Top 25 institutional shareholders own 40% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
SoftVest Advisors, LLC 13% 6,217,107 +0.17% 24% $113,462,203
HORIZON KINETICS ASSET MANAGEMENT LLC 13% 6,099,049 +4.4% 1.4% $111,307,651
SCHWARTZ INVESTMENT COUNSEL INC 2.1% 984,672 -32% 0.6% $17,980,111
MAD RIVER INVESTORS 2% 922,230 +4.3% 7.2% $16,830,700
FOUNDATION RESOURCE MANAGEMENT INC 1.4% 642,507 -0.12% 1.7% $11,725,753
Moors & Cabot, Inc. 1.1% 530,290 +0.02% 0.42% $9,677,801
Hosking Partners LLP 0.66% 307,453 -0.36% 0.2% $5,611,017
COMMONWEALTH EQUITY SERVICES, LLC 0.62% 290,577 +9.4% 0.01% $5,303,000
JANE STREET GROUP, LLC 0.56% 262,399 +466% 0.01% $4,788,782
CITADEL ADVISORS LLC 0.53% 247,385 +74% 0% $4,514,777
Advisory Services Network, LLC 0.53% 246,420 +0.01% 0.07% $4,497,156
WELLS FARGO & COMPANY/MN 0.52% 241,846 -1.4% 0% $4,413,688
LPL Financial LLC 0.5% 233,704 -0.89% 0% $4,265,097
GROUP ONE TRADING LLC 0.37% 174,980 -11% 0.1% $3,193,385
UBS Group AG 0.32% 147,578 +170% 0% $2,693,299
MORGAN STANLEY 0.31% 145,934 -50% 0% $2,663,303
Lido Advisors, LLC 0.25% 118,341 +0.42% 0.01% $2,173,413
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% 118,114 0% $2,155,581
BWM Planning, LLC 0.22% 104,397 +0.65% 0.57% $1,905,253
JPMORGAN CHASE & CO 0.22% 100,874 -3.3% 0% $1,840,951
BESSEMER GROUP INC 0.21% 96,021 0% 0% $1,752,000
RAYMOND JAMES FINANCIAL INC 0.18% 85,964 +33% 0% $1,568,832
Atlas Wealth Partners, LLC 0.18% 84,588 +9.6% 1.6% $1,553,962
HighTower Advisors, LLC 0.15% 71,093 +75% 0% $1,297,808
PROMETHIUM ADVISORS,LLC 0.15% 68,418 -3.9% 0.72% $1,256,905

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 13,198 $234,962 +$3,240 $17.80 1
2025 Q3 19,546,158 $356,746,538 +$4,617,542 $18.25 93
2025 Q2 19,317,326 $240,841,595 +$56,161,812 $12.46 94
2025 Q1 14,929,723 $147,790,744 +$4,819,711 $9.91 93
2024 Q4 14,448,687 $159,937,078 +$9,492,841 $11.08 95
2024 Q3 13,429,470 $159,620,844 +$4,329,031 $11.89 86
2024 Q2 13,088,600 $147,216,150 +$1,381,680 $11.26 81
2024 Q1 316,053 $3,823,444 -$1,428,645 $12.10 12
2023 Q4 13,100,374 $182,938,646 -$1,944,473 $13.96 76
2023 Q3 13,341,939 $283,544,219 +$5,131,845 $21.25 89
2023 Q2 13,096,827 $326,142,187 -$2,069,524 $24.93 86
2023 Q1 13,179,657 $321,618,031 +$17,946,466 $24.40 81
2022 Q4 12,434,999 $313,349,519 +$33,362,340 $25.20 75
2022 Q3 11,506,044 $187,953,364 +$18,875,161 $16.33 74
2022 Q2 10,473,523 $173,375,681 +$21,415,412 $16.55 58
2022 Q1 9,103,675 $113,893,808 +$26,613,387 $12.51 60
2021 Q4 6,926,658 $70,073,000 +$18,496,220 $10.10 55
2021 Q3 4,753,609 $27,241,000 +$2,027,999 $5.73 44
2021 Q2 4,457,642 $25,049,533 +$236,093 $5.62 47
2021 Q1 4,427,687 $17,621,981 +$1,504,130 $3.98 48
2020 Q4 4,051,032 $13,419,381 +$3,852,335 $3.31 43
2020 Q3 2,962,904 $7,348,530 -$712,053 $2.48 43
2020 Q2 3,184,040 $10,506,939 -$46,572 $3.30 50
2020 Q1 3,125,458 $8,812,289 -$4,633,313 $2.82 49
2019 Q4 4,248,765 $16,405,608 -$1,985,149 $3.86 62
2019 Q3 4,430,323 $22,986,609 -$417,749 $5.19 59
2019 Q2 4,480,181 $27,278,170 +$1,403,742 $6.09 67
2019 Q1 4,192,438 $31,563,367 -$3,963,656 $7.52 65
2018 Q4 4,768,992 $28,136,136 -$2,557,182 $5.90 64
2018 Q3 4,954,177 $39,487,834 -$1,652,763 $7.96 60
2018 Q2 5,178,025 $48,325,318 +$4,394,877 $9.33 56
2018 Q1 4,704,273 $45,390,276 -$381,472 $9.65 63
2017 Q4 4,806,288 $42,625,570 +$783,875 $8.87 60
2017 Q3 4,581,262 $39,891,087 -$2,761,822 $8.71 67
2017 Q2 4,894,146 $42,579,623 +$2,687,514 $8.70 70
2017 Q1 4,576,684 $42,807,348 -$1,143,090 $9.35 69
2016 Q4 4,730,986 $36,483,180 -$2,211,419 $7.71 64
2016 Q3 5,017,286 $34,967,108 -$2,100,151 $6.97 63
2016 Q2 5,278,681 $38,692,630 +$426,334 $7.33 61
2016 Q1 5,257,166 $32,387,540 +$162,473 $6.16 60
2015 Q4 5,240,831 $26,401,398 -$2,202,037 $5.06 61
2015 Q3 5,577,854 $34,092,748 -$662,215 $6.11 56
2015 Q2 5,680,183 $45,768,093 -$3,863,962 $8.06 72
2015 Q1 6,150,183 $49,774,030 -$6,256,029 $8.09 80
2014 Q4 6,899,702 $65,869,018 +$12,906,100 $9.55 86
2014 Q3 5,501,920 $74,667,383 -$3,103,803 $13.58 89
2014 Q2 5,720,952 $81,496,564 -$3,431,538 $14.25 92
2014 Q1 5,966,786 $78,737,328 -$2,582,991 $13.20 79