Who owns PERMIAN BASIN ROYALTY TRUST?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBT from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 100 institutions disclosed 20.2M shares of PERMIAN BASIN ROYALTY TRUST worth $504.8M — about 43.2% of shares outstanding; the largest disclosed holder is HORIZON KINETICS ASSET MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
100
13F holders
$504.8M
value, 2026 filers
43.2%
of shares outstanding (20.2M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | 6.7M | $168.5M | 1.9% | 14.4% | +5.5% |
| 2 | SoftVest Advisors, LLC | 6.2M | $155.7M | 16.9% | 13.3% | 0.0% |
| 3 | MAD RIVER INVESTORS | 1.0M | $25.2M | 9.4% | 2.2% | +0.2% |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | 933,719 | $23.4M | 0.8% | 2% | 0.0% |
| 5 | FOUNDATION RESOURCE MANAGEMENT INC | 626,331 | $15.7M | 1.8% | 1.3% | -0.6% |
| 6 | Moors & Cabot, Inc. | 570,161 | $14.3M | 0.6% | 1.2% | -3.1% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 424,229 | $10.6M | 0.0% | 0.9% | +57.7% |
| 8 | HRT FINANCIAL LP | 276,005 | $6.9M | 0.0% | 0.6% | +61.6% |
| 9 | Advisory Services Network, LLC | 249,595 | $6.2M | 0.1% | 0.5% | -0.7% |
| 10 | WELLS FARGO & COMPANY/MN | 219,718 | $5.5M | 0.0% | 0.5% | -4.8% |
| 11 | Beacon Pointe Advisors, LLC | 213,303 | $5.3M | 0.0% | 0.5% | +35.1% |
| 12 | SEI INVESTMENTS CO | 211,000 | $5.3M | 0.0% | 0.5% | -50.0% |
| 13 | MORGAN STANLEY | 206,151 | $5.2M | 0.0% | 0.4% | -31.5% |
| 14 | SteelPeak Wealth, LLC | 199,449 | $5.0M | 0.1% | 0.4% | +4.4% |
| 15 | LPL Financial LLC | 197,716 | $5.0M | 0.0% | 0.4% | -6.4% |
| 16 | Lido Advisors, LLC | 117,842 | $3.0M | 0.0% | 0.3% | -3.4% |
| 17 | JPMORGAN CHASE & CO | 109,412 | $2.7M | 0.0% | 0.2% | -13.6% |
| 18 | BWM Planning, LLC | 104,397 | $2.6M | 0.6% | 0.2% | 0.0% |
| 19 | RAYMOND JAMES FINANCIAL INC | 95,270 | $2.4M | 0.0% | 0.2% | +13.2% |
| 20 | Atlas Wealth Partners, LLC | 82,241 | $2.1M | 2.3% | 0.2% | +1.4% |
| 21 | JANE STREET GROUP, LLC | 74,235 | $1.9M | 0.0% | 0.2% | +233.8% |
| 22 | HighTower Advisors, LLC | 70,760 | $1.8M | 0.0% | 0.2% | -1.2% |
| 23 | PROMETHIUM ADVISORS,LLC | 68,298 | $1.7M | 0.8% | 0.1% | 0.0% |
| 24 | BANK OF AMERICA CORP /DE/ | 64,182 | $1.6M | 0.0% | 0.1% | +24.9% |
| 25 | Pathstone Holdings, LLC | 62,940 | $1.6M | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.