PERMIAN BASIN ROYALTY TRUST - PBT

Sector: Financial · Industry: Oil Royalty Traders

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$521.5M

QoQ value delta ($000)

+$6.842M (+1.33%)

Implied price effect (QoQ)

+1.39%

Total shares

20,538,472

QoQ shares delta

-13,265 (-0.06%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (PBT)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 24 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	168,501	6,729,289	1.91%
SoftVest Advisors, LLC	155,676	6,217,107	16.9%
MAD RIVER INVESTORS	25,169	1,005,152	9.39%
SCHWARTZ INVESTMENT COUNSEL INC	23,380	933,719	0.78%
FOUNDATION RESOURCE MANAGEMENT INC	18,750	595,636	2.0%
Moors & Cabot, Inc.	14,276	570,161	0.56%
COMMONWEALTH EQUITY SERVICES, LLC	10,622	424,229	0.01%
PEAK6 LLC	7,522	300,400	0.02%
HRT FINANCIAL LP	6,911	276,005	0.01%
Advisory Services Network, LLC	6,249	249,595	0.07%
SteelPeak Wealth, LLC	5,921	187,971	0.15%
WELLS FARGO & COMPANY/MN	5,501	219,718	0.0%
Beacon Pointe Advisors, LLC	5,341	213,303	0.02%
SEI INVESTMENTS CO	5,283	211,000	0.0%
MORGAN STANLEY	5,162	206,151	0.0%
LPL Financial LLC	4,950	197,716	0.0%
Lido Advisors, LLC	2,953	117,842	0.01%
JPMORGAN CHASE & CO	2,730	109,412	0.0%
BWM Planning, LLC	2,614	104,397	0.61%
Blue Trust, Inc.	2,391	75,982	0.03%
RAYMOND JAMES FINANCIAL INC	2,385	95,270	0.0%
PROMETHIUM ADVISORS,LLC	2,094	66,479	1.03%
Atlas Wealth Partners, LLC	2,061	82,241	2.25%
JANE STREET GROUP, LLC	1,858	74,235	0.0%
HighTower Advisors, LLC	1,771	70,760	0.0%