PERMIAN BASIN ROYALTY TRUST (PBT) Institutional Ownership and Insiders Activity
PERMIAN BASIN ROYALTY TRUST (PBT) is widely held by institutional investors, with 102 firms reporting positions valued at approximately $536.71M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Horizon Kinetics Asset Management Llc is the largest disclosed holder, reporting approximately $168.50M in PBT holdings in its latest filing.
Institutional Holders
102
Total Reported Value
$536.71M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$168.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
14
Top Institutional Owners
View allInvestorReported Balance
- Horizon Kinetics Asset Management Llc$168.50M
- Softvest Advisors, Llc$155.68M
- Mad River Investors$33.25M
- Schwartz Investment Counsel Inc$29.39M
- Foundation Resource Management Inc$18.75M
PBT News
All news- Horizon Kinetics Q2 2026: Major Shifts in Energy and Bitcoin Holdings
Aug 12, 2026 · valut.ai
- Mad River Investors Portfolio Concentration Analysis: June 2026 Insights
Aug 5, 2026 · valut.ai
Related PBT Institutional Insights:
- PBT 13F Institutional Holders
- PBT Superinvestors
- PBT Institutional Ownership Changes
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- PBT Insider Trading & SEC Form 4 Activity
- PBT Articles
- Top Institutional Investor Stock Rankings