PBT Institutional Ownership & Shareholders
PERMIAN BASIN ROYALTY TRUST (PBT) is currently held by 102 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $536.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $204.50M, representing an estimated gain of +21.37% 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
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
129
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 | $204,503,093 | +$36,001,698 | +21.37% | |
| Softvest Advisors, Llc | 24.76% | 6,217,107 | $155,676,359 | $188,937,882 | +$33,261,523 | +21.37% | |
| Mad River Investors | 13.56% | 1,056,366 | $33,254,393 | $32,102,963 | -$1,151,430 | -3.46% | |
| Schwartz Investment Counsel Inc | 1.02% | 933,719 | $29,393,474 | $28,375,720 | -$1,017,754 | -3.46% | |
| Foundation Resource Management Inc | 2.00% | 595,636 | $18,750,621 | $18,101,378 | -$649,243 | -3.46% | |
| Commonwealth Equity Services, Llc | 0.02% | 544,214 | $17,131,855 | $16,538,663 | -$593,192 | -3.46% | |
| Moors & Cabot, Inc. | 0.56% | 570,161 | $14,276,824 | $17,327,193 | +$3,050,369 | +21.37% | |
| Hrt Financial Lp | 0.01% | 276,005 | $6,911,000 | $8,387,792 | +$1,476,792 | +21.37% | |
| Advisory Services Network, Llc | 0.07% | 249,595 | $6,249,847 | $7,585,192 | +$1,335,345 | +21.37% | |
| Steelpeak Wealth, Llc | 0.15% | 187,971 | $5,921,020 | $5,712,439 | -$208,581 | -3.52% | |
| Wells Fargo & Company/Mn | 0.00% | 219,718 | $5,501,742 | $6,677,230 | +$1,175,488 | +21.37% | |
| Beacon Pointe Advisors, Llc | 0.02% | 213,303 | $5,341,111 | $6,482,278 | +$1,141,167 | +21.37% | |
| Sei Investments Co | 0.00% | 211,000 | $5,283,440 | $6,412,290 | +$1,128,850 | +21.37% | |
| Msrh, Llc | 4.58% | 240,342 | $5,172,160 | $7,303,993 | +$2,131,833 | +41.22% | |
| Morgan Stanley | 0.00% | 206,151 | $5,162,029 | $6,264,929 | +$1,102,900 | +21.37% | |
| Lpl Financial Llc | 0.00% | 197,716 | $4,950,819 | $6,008,589 | +$1,057,770 | +21.37% | |
| Lido Advisors, Llc | 0.01% | 117,842 | $2,953,677 | $3,581,218 | +$627,541 | +21.25% | |
| Jpmorgan Chase & Co | 0.00% | 109,412 | $2,730,924 | $3,325,031 | +$594,107 | +21.75% | |
| Bwm Planning, Llc | 0.61% | 104,397 | $2,614,111 | $3,172,625 | +$558,514 | +21.37% | |
| Blue Trust, Inc. | 0.03% | 75,982 | $2,391,927 | $2,309,093 | -$82,834 | -3.46% | |
| Raymond James Financial Inc | 0.00% | 95,270 | $2,385,548 | $2,895,255 | +$509,707 | +21.37% | |
| Promethium Advisors,Llc | 1.03% | 66,479 | $2,094,067 | $2,020,297 | -$73,770 | -3.52% | |
| Atlas Wealth Partners, Llc | 2.25% | 82,241 | $2,061,210 | $2,499,304 | +$438,094 | +21.25% | |
| Jane Street Group, Llc | 0.00% | 74,235 | $1,858,844 | $2,256,002 | +$397,158 | +21.37% | |
| Bank Of America Corp | 0.00% | 64,182 | $1,607,117 | $1,950,491 | +$343,374 | +21.37% | |
| Essex Financial Services, Inc. | 0.07% | 56,866 | $1,423,921 | $1,728,158 | +$304,237 | +21.37% | |
| Ubs Group Ag | 0.00% | 55,058 | $1,378,653 | $1,673,213 | +$294,560 | +21.37% | |
| Pathstone Holdings, Llc | 0.01% | 62,936 | $1,354,383 | $1,912,625 | +$558,242 | +41.22% | |
| Mor Wealth Management, Llc | 0.52% | 52,534 | $1,315,451 | $1,596,508 | +$281,057 | +21.37% | |
| Avondale Wealth Management | 0.58% | 41,580 | $1,308,938 | $1,263,616 | -$45,322 | -3.46% | |
| Family Manage Llc | 0.11% | 42,808 | $1,071,912 | $1,300,935 | +$229,023 | +21.37% | |
| Fielder Capital Group Llc | 0.23% | 41,726 | $1,044,808 | $1,268,053 | +$223,245 | +21.37% | |
| Pks Advisory Services, Llc | 0.17% | 41,137 | $1,030,076 | $1,250,153 | +$220,077 | +21.37% | |
| Walleye Capital Llc | 0.00% | 40,394 | $1,011,466 | $1,227,574 | +$216,108 | +21.37% | |
| Eagleclaw Capital Managment, Llc | 0.12% | 36,600 | $916,464 | $1,112,274 | +$195,810 | +21.37% | |
| Capital Analysts, Llc | 0.02% | 34,563 | $865,000 | $1,050,370 | +$185,370 | +21.43% | |
| Xtx Topco Ltd | 0.01% | 33,346 | $834,984 | $1,013,385 | +$178,401 | +21.37% | |
| Beese Fulmer Investment Management, Inc. | 0.05% | 26,317 | $828,459 | $799,774 | -$28,685 | -3.46% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32,151 | $805,061 | $977,069 | +$172,008 | +21.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,653 | $789,445 | $688,425 | -$101,020 | -12.80% | |
| State Of Wyoming | 0.06% | 24,530 | $772,204 | $745,467 | -$26,737 | -3.46% | |
| Captrust Financial Advisors | 0.00% | 26,892 | $673,376 | $817,248 | +$143,872 | +21.37% | |
| Financial Sense Advisors, Inc. | 0.12% | 25,051 | $627,272 | $761,300 | +$134,028 | +21.37% | |
| Welch Group, Llc | 0.02% | 19,298 | $607,502 | $586,466 | -$21,036 | -3.46% | |
| Capital Investment Advisors, Llc | 0.01% | 18,369 | $578,246 | $558,234 | -$20,012 | -3.46% | |
| Pekin Hardy Strauss, Inc. | 0.05% | 18,100 | $569,788 | $550,059 | -$19,729 | -3.46% | |
| Group One Trading Llc | 0.02% | 21,844 | $546,974 | $663,839 | +$116,865 | +21.37% | |
| Royal Bank Of Canada | 0.00% | 21,325 | $534,000 | $648,067 | +$114,067 | +21.36% | |
| Corient Private Wealth Llc | 0.00% | 20,865 | $522,460 | $634,087 | +$111,627 | +21.37% | |
| Resurgent Financial Advisors Llc | 0.14% | 20,000 | $500,800 | $607,800 | +$107,000 | +21.37% |
Frequently asked questions about PBT
Who are the largest institutional holders of PBT?
The largest institutional holders of PBT reported in the latest SEC Form 13F filings include Horizon Kinetics Asset Management Llc, Softvest Advisors, Llc, Mad River Investors, Schwartz Investment Counsel Inc, and Foundation Resource Management Inc. InsiderSet ranks institutional holders by their latest reported PBT position.
What is PBT institutional ownership?
This page tracks PBT positions reported by institutional investment managers through SEC Form 13F. PERMIAN BASIN ROYALTY TRUST (PBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBT?
InsiderSet currently tracks 102 institutional managers reporting PBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBT shareholders.
How much PBT stock do institutions own?
Institutional investment managers disclosed approximately $536.71M in PBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBT institutional ownership last updated?
The latest PBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBT position after the reporting date.
Are institutions buying or selling PBT?
Institutional buying and selling can be analyzed by comparing PBT positions across consecutive 13F reporting periods. InsiderSet's PBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBT ownership changes.
How has PBT institutional ownership changed over time?
InsiderSet tracks PBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.