PERMIAN BASIN ROYALTY TRUST - PBT

Sector: Financial · Industry: Oil Royalty Traders

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$435M

QoQ value delta ($000)

+$75.04M (+20.85%)

Implied price effect (QoQ)

+26.69%

Total shares

20,212,379

QoQ shares delta

-977,495 (-4.61%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 99 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
HORIZON KINETICS ASSET MANAGEMENT LLC	137,290	6,379,692	1.49%
SoftVest Advisors, LLC	133,792	6,217,107	15.34%
MAD RIVER INVESTORS	21,587	1,003,140	7.77%
SCHWARTZ INVESTMENT COUNSEL INC	20,093	933,719	0.71%
FOUNDATION RESOURCE MANAGEMENT INC	13,562	630,207	1.53%
Moors & Cabot, Inc.	12,667	588,642	0.54%
SEI INVESTMENTS CO	9,081	422,000	0.01%
MORGAN STANLEY	6,475	300,904	0.0%
Hosking Partners LLP	6,031	280,292	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	5,788	268,985	0.01%
Advisory Services Network, LLC	5,410	251,436	0.07%
MSRH, LLC	5,172	240,342	4.58%
SteelPeak Wealth, LLC	5,061	235,103	0.15%
WELLS FARGO & COMPANY/MN	4,965	230,722	0.0%
LPL Financial LLC	4,545	211,240	0.0%
HRT FINANCIAL LP	3,676	170,826	0.01%
Beacon Pointe Advisors, LLC	3,396	157,833	0.02%
JPMORGAN CHASE & CO	2,758	126,612	0.0%
Lido Advisors, LLC	2,627	122,037	0.01%
BWM Planning, LLC	2,246	104,397	0.59%
RAYMOND JAMES FINANCIAL INC	1,811	84,184	0.0%
Atlas Wealth Partners, LLC	1,747	81,144	1.8%
HighTower Advisors, LLC	1,540	71,588	0.0%
PROMETHIUM ADVISORS,LLC	1,470	68,298	0.76%
Pathstone Holdings, LLC	1,354	62,936	0.01%