PRT Institutional Ownership & Shareholders
PERMROCK ROYALTY TRUST (PRT) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $933,870 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Saber Capital Managment, Llc is currently the largest disclosed institutional shareholder of PRT tracked by InsiderSet, reporting ownership valued at approximately $321,610 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 $198,134.88, representing an estimated loss of -38.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed PRT value among the investors covered in this analysis. Major shareholders include Saber Capital Managment, Llc, Blackrock, Inc., Certuity, Llc, and several other long-term asset managers with concentrated positions in PERMROCK ROYALTY TRUST (PRT).
This page ranks the largest institutional PRT 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
20
Total Reported Value
$933,870
Largest Holder
Saber Capital Managment, Llc
Largest Position
$321,610
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saber Capital Managment, Llc | 0.23% | 143,576 | $321,610 | $198,135 | -$123,475 | -38.39% | |
| Blackrock, Inc. | 0.00% | 55,405 | $124,108 | $76,459 | -$47,649 | -38.39% | |
| Certuity, Llc | 0.00% | 55,000 | $106,150 | $75,900 | -$30,250 | -28.50% | |
| Susquehanna International Group, Llp | 0.00% | 39,504 | $88,489 | $54,516 | -$33,973 | -38.39% | |
| Mba Advisors Llc | 0.03% | 44,794 | $86,452 | $61,816 | -$24,636 | -28.50% | |
| Xtx Topco Ltd | 0.00% | 29,048 | $65,068 | $40,086 | -$24,982 | -38.39% | |
| Citadel Advisors Llc | 0.00% | 14,675 | $32,872 | $20,252 | -$12,621 | -38.39% | |
| Cetera Investment Advisers | 0.00% | 14,453 | $32,375 | $19,945 | -$12,430 | -38.39% | |
| Cwa Asset Management Group, Llc | 0.00% | 14,665 | $28,303 | $20,238 | -$8,065 | -28.50% | |
| Royal Bank Of Canada | 0.00% | 5,000 | $11,000 | $6,900 | -$4,100 | -37.27% | |
| Hhm Wealth Advisors, Llc | 0.00% | 4,300 | $9,632 | $5,934 | -$3,698 | -38.39% | |
| Ameriflex Group, Inc. | 0.00% | 3,500 | $7,840 | $4,830 | -$3,010 | -38.39% | |
| Atlantic Union Bankshares Corp | 0.00% | 3,500 | $7,840 | $4,830 | -$3,010 | -38.39% | |
| Barclays Plc | 0.00% | 1,970 | $4,413 | $2,719 | -$1,694 | -38.40% | |
| Ubs Group Ag | 0.00% | 1,819 | $4,075 | $2,510 | -$1,565 | -38.40% | |
| Morgan Stanley | 0.00% | 1,465 | $3,283 | $2,022 | -$1,261 | -38.42% | |
| Harbour Investments, Inc. | 0.00% | 100 | $224 | $138 | -$86 | -38.39% | |
| Osaic Holdings, Inc. | 0.00% | 58 | $130 | $80 | -$50 | -38.43% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $4 | $3 | -$1 | -31.00% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $2 | $1 | -$1 | -31.00% |
Frequently asked questions about PRT
Who are the largest institutional holders of PRT?
The largest institutional holders of PRT reported in the latest SEC Form 13F filings include Saber Capital Managment, Llc, Blackrock, Inc., Certuity, Llc, Susquehanna International Group, Llp, and Mba Advisors Llc. InsiderSet ranks institutional holders by their latest reported PRT position.
What is PRT institutional ownership?
This page tracks PRT positions reported by institutional investment managers through SEC Form 13F. PERMROCK ROYALTY TRUST (PRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRT?
InsiderSet currently tracks 20 institutional managers reporting PRT 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 PRT shareholders.
How much PRT stock do institutions own?
Institutional investment managers disclosed approximately $933,870 in PRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRT institutional ownership last updated?
The latest PRT 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 PRT 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 PRT position after the reporting date.
Are institutions buying or selling PRT?
Institutional buying and selling can be analyzed by comparing PRT positions across consecutive 13F reporting periods. InsiderSet's PRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRT ownership changes.
How has PRT institutional ownership changed over time?
InsiderSet tracks PRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.