Q1 2025 13F Holders as of 3/31/2025
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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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93
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Total 13F shares, excl. options
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14.9M
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Shares change
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+502K
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Total reported value, excl. options
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$148M
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Value change
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+$4.82M
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Put/Call ratio
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2.78
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Number of buys
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40
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Number of sells
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-32
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Price
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$9.91
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2025
107 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q1 2025.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 93 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.9M shares
of 46.7M outstanding shares and own 31.94% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (4.43M shares), HORIZON KINETICS ASSET MANAGEMENT LLC (4.13M shares), SCHWARTZ INVESTMENT COUNSEL INC (1.49M shares), FOUNDATION RESOURCE MANAGEMENT INC (648K shares), Moors & Cabot, Inc. (507K shares), MAD RIVER INVESTORS (472K shares), Hosking Partners LLP (305K shares), COMMONWEALTH EQUITY SERVICES, LLC (257K shares), WELLS FARGO & COMPANY/MN (245K shares), and LPL Financial LLC (237K shares).
This table shows the top 93 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.