Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / Units of Beneficial Interest
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Shares outstanding
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46.7M
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Number of holders
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75
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Total 13F shares, excl. options
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12.4M
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Shares change
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+1.19M
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Total reported value, excl. options
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$313M
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Value change
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+$33.4M
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Put/Call ratio
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0.34
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Number of buys
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40
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Number of sells
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-30
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Price
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$25.20
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2022
100 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q4 2022.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.4M shares
of 46.7M outstanding shares and own 26.6% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (4.15M shares), HORIZON KINETICS ASSET MANAGEMENT LLC (3.74M shares), FOUNDATION RESOURCE MANAGEMENT INC (690K shares), UBS Group AG (574K shares), Hosking Partners LLP (493K shares), MAD RIVER INVESTORS (331K shares), MORGAN STANLEY (242K shares), Essex Financial Services, Inc. (229K shares), Beacon Pointe Advisors, LLC (173K shares), and Capital Analysts, LLC (137K shares).
This table shows the top 75 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.