Q1 2023 13F Holders as of 3/31/2023
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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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81
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Total 13F shares, excl. options
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13.2M
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Shares change
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+740K
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Total reported value, excl. options
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$322M
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Value change
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+$17.9M
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Put/Call ratio
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3.44
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Number of buys
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40
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Number of sells
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-24
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Price
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$24.40
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2023
101 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q1 2023.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.2M shares
of 46.7M outstanding shares and own 28.24% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (4.15M shares), HORIZON KINETICS ASSET MANAGEMENT LLC (4.04M shares), FOUNDATION RESOURCE MANAGEMENT INC (688K shares), UBS Group AG (540K shares), SCHWARTZ INVESTMENT COUNSEL INC (440K shares), Hosking Partners LLP (410K shares), MAD RIVER INVESTORS (332K shares), MORGAN STANLEY (278K shares), Essex Financial Services, Inc. (231K shares), and WELLS FARGO & COMPANY/MN (195K shares).
This table shows the top 81 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.