PERMIAN BASIN ROYALTY TRUST (PBT) Institutional Shareholders
PERMIAN BASIN ROYALTY TRUST (PBT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $507.90M in PBT holdings during the latest filing period.
Horizon Kinetics Asset Management Llc is currently the largest disclosed institutional shareholder of PBT tracked by InsiderSet, reporting ownership valued at approximately $168.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $234.58M, representing an estimated gain of +39.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed PBT value among the investors covered in this analysis. Major shareholders include Horizon Kinetics Asset Management Llc, Softvest Advisors, Llc, Mad River Investors, and several other long-term asset managers with concentrated positions in PERMIAN BASIN ROYALTY TRUST (PBT).
This page ranks the largest institutional PBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$507.90M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$168.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Horizon Kinetics Asset Management Llc | 1.91% | 6,729,289 | $168,501,395 | $234,583,015 | +$66,081,620 | +39.22% | |
| Softvest Advisors, Llc | 24.76% | 6,217,107 | $155,676,359 | $216,728,350 | +$61,051,991 | +39.22% | |
| Mad River Investors | 9.41% | 1,005,152 | $25,169,016 | $35,039,599 | +$9,870,583 | +39.22% | |
| Schwartz Investment Counsel Inc | 0.78% | 933,719 | $23,380,324 | $32,549,444 | +$9,169,120 | +39.22% | |
| Foundation Resource Management Inc | 1.82% | 626,331 | $15,683,328 | $21,833,899 | +$6,150,571 | +39.22% | |
| Moors & Cabot, Inc. | 0.56% | 570,161 | $14,276,824 | $19,875,812 | +$5,598,988 | +39.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 424,229 | $10,622,693 | $14,788,623 | +$4,165,930 | +39.22% | |
| Hrt Financial Lp | 0.01% | 276,005 | $6,911,000 | $9,621,534 | +$2,710,534 | +39.22% | |
| Advisory Services Network, Llc | 0.07% | 249,595 | $6,249,847 | $8,700,882 | +$2,451,035 | +39.22% | |
| Wells Fargo & Company/Mn | 0.00% | 219,718 | $5,501,742 | $7,659,369 | +$2,157,627 | +39.22% | |
| Beacon Pointe Advisors, Llc | 0.02% | 213,303 | $5,341,111 | $7,435,743 | +$2,094,632 | +39.22% | |
| Sei Investments Co | 0.00% | 211,000 | $5,283,440 | $7,355,460 | +$2,072,020 | +39.22% | |
| Msrh, Llc | 4.58% | 240,342 | $5,172,160 | $8,378,322 | +$3,206,162 | +61.99% | |
| Morgan Stanley | 0.00% | 206,151 | $5,162,029 | $7,186,424 | +$2,024,395 | +39.22% | |
| Steelpeak Wealth, Llc | 0.13% | 199,449 | $4,999,141 | $6,952,792 | +$1,953,651 | +39.08% | |
| Lpl Financial Llc | 0.00% | 197,716 | $4,950,819 | $6,892,380 | +$1,941,561 | +39.22% | |
| Lido Advisors, Llc | 0.01% | 117,842 | $2,953,677 | $4,107,972 | +$1,154,295 | +39.08% | |
| Jpmorgan Chase & Co | 0.00% | 109,412 | $2,730,924 | $3,814,102 | +$1,083,178 | +39.66% | |
| Bwm Planning, Llc | 0.61% | 104,397 | $2,614,111 | $3,639,279 | +$1,025,168 | +39.22% | |
| Raymond James Financial Inc | 0.00% | 95,270 | $2,385,548 | $3,321,112 | +$935,564 | +39.22% | |
| Atlas Wealth Partners, Llc | 2.25% | 82,241 | $2,061,210 | $2,866,921 | +$805,711 | +39.09% | |
| Jane Street Group, Llc | 0.00% | 74,235 | $1,858,844 | $2,587,832 | +$728,988 | +39.22% | |
| Promethium Advisors,Llc | 0.82% | 68,298 | $1,711,871 | $2,380,868 | +$668,997 | +39.08% | |
| Bank Of America Corp | 0.00% | 64,182 | $1,607,117 | $2,237,385 | +$630,268 | +39.22% | |
| Essex Financial Services, Inc. | 0.07% | 56,866 | $1,423,921 | $1,982,349 | +$558,428 | +39.22% | |
| Ubs Group Ag | 0.00% | 55,058 | $1,378,653 | $1,919,322 | +$540,669 | +39.22% | |
| Pathstone Holdings, Llc | 0.01% | 62,936 | $1,354,383 | $2,193,949 | +$839,566 | +61.99% | |
| Mor Wealth Management, Llc | 0.52% | 52,534 | $1,315,451 | $1,831,335 | +$515,884 | +39.22% | |
| Avondale Wealth Management | 0.47% | 46,330 | $1,160,103 | $1,615,064 | +$454,961 | +39.22% | |
| Family Manage Llc | 0.11% | 42,808 | $1,071,912 | $1,492,287 | +$420,375 | +39.22% | |
| Fielder Capital Group Llc | 0.23% | 41,726 | $1,044,808 | $1,454,568 | +$409,760 | +39.22% | |
| Pks Advisory Services, Llc | 0.16% | 41,137 | $1,030,076 | $1,434,036 | +$403,960 | +39.22% | |
| Walleye Capital Llc | 0.00% | 40,394 | $1,011,466 | $1,408,135 | +$396,669 | +39.22% | |
| Eagleclaw Capital Managment, Llc | 0.12% | 36,600 | $916,464 | $1,275,876 | +$359,412 | +39.22% | |
| Capital Analysts, Llc | 0.02% | 34,563 | $865,000 | $1,204,866 | +$339,866 | +39.29% | |
| Xtx Topco Ltd | 0.01% | 33,346 | $834,984 | $1,162,442 | +$327,458 | +39.22% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32,151 | $805,061 | $1,120,784 | +$315,723 | +39.22% | |
| Captrust Financial Advisors | 0.00% | 26,892 | $673,376 | $937,455 | +$264,079 | +39.22% | |
| Beese Fulmer Investment Management, Inc. | 0.04% | 26,317 | $658,978 | $917,411 | +$258,433 | +39.22% | |
| Fruth Investment Management | 0.15% | 25,400 | $636,000 | $885,444 | +$249,444 | +39.22% | |
| Financial Sense Advisors, Inc. | 0.12% | 25,051 | $627,272 | $873,278 | +$246,006 | +39.22% | |
| Group One Trading Llc | 0.02% | 21,844 | $546,974 | $761,482 | +$214,508 | +39.22% | |
| Royal Bank Of Canada | 0.00% | 21,325 | $534,000 | $743,390 | +$209,390 | +39.21% | |
| Corient Private Wealth Llc | 0.00% | 20,865 | $522,460 | $727,354 | +$204,894 | +39.22% | |
| Blue Trust, Inc. | 0.01% | 20,420 | $511,317 | $711,841 | +$200,524 | +39.22% | |
| Resurgent Financial Advisors Llc | 0.14% | 20,000 | $500,800 | $697,200 | +$196,400 | +39.22% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 19,612 | $491,101 | $683,674 | +$192,573 | +39.21% | |
| Welch Group, Llc | 0.02% | 19,298 | $483,222 | $672,728 | +$189,506 | +39.22% | |
| Ameriprise Financial Inc | 0.00% | 18,541 | $464,265 | $646,339 | +$182,074 | +39.22% | |
| Capital Investment Advisors, Llc | 0.01% | 18,368 | $459,929 | $640,308 | +$180,379 | +39.22% |
Frequently asked questions about PBT
Who owns the most PBT stock?
The largest holders of PBT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PERMIAN BASIN ROYALTY TRUST (PBT).
Is PBT widely held by superinvestors?
Many widely followed stocks like PBT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.