PERMIAN BASIN ROYALTY TRUST - PBT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SoftVest Advisors, LLC | History | No change | 6,217,107 | 105,566 | 23.19% | 23.07% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 6,187,800 | 105,068 | 1.42% | 1.36% | 2 | +88,751 | 1.46% | Q4 2025 | Feb 11, 2026 |
| MAD RIVER INVESTORS | History | Added to | 986,819 | 16,756 | 7.63% | 7.2% | 3 | +64,589 | 7.0% | Q4 2025 | Feb 06, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 967,197 | 16,403 | 0.57% | 0.6% | 4 | -17,475 | -1.77% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 730,587 | 12,405 | 0.0% | 0.0% | 5 | +24,788 | 3.51% | Q4 2025 | Feb 12, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | No change | 642,507 | 10,909 | 1.46% | 1.68% | 6 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Moors & Cabot, Inc. | History | Added to | 585,746 | 9,945 | 0.43% | 0.42% | 7 | +55,456 | 10.46% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 512,348 | 8,699 | 0.0% | 0.0% | 8 | -18,037 | -3.4% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 348,665 | 5,920 | 0.0% | 0.0% | 9 | -43,849 | -11.17% | Q4 2025 | Feb 17, 2026 |
| Hosking Partners LLP | History | Added to | 346,683 | 5,886 | 0.2% | 0.2% | 10 | +39,230 | 12.76% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 259,314 | 4,403 | 0.01% | 0.01% | 11 | -31,263 | -10.76% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 246,549 | 4,186 | 0.06% | 0.07% | 12 | +129 | 0.05% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 240,538 | 4,084 | 0.0% | 0.0% | 13 | -1,308 | -0.54% | Q4 2025 | Feb 13, 2026 |
| MSRH, LLC | History | New | 239,040 | 4,058 | 4.53% | — | 14 | +239,040 | New | Q4 2025 | Apr 06, 2026 |
| LPL Financial LLC | History | Reduced | 229,956 | 3,904 | 0.0% | 0.0% | 15 | -3,748 | -1.6% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 224,661 | 3,814 | 0.0% | 0.0% | 16 | +78,727 | 53.95% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 195,400 | 3,317 | 0.0% | — | 17 | +195,400 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 165,170 | 2,804 | 0.0% | 0.01% | 18 | -9,810 | -5.61% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 122,523 | 2,244 | 0.01% | 0.01% | 19 | +4,182 | 3.53% | Q4 2025 | Feb 10, 2026 |
| BWM Planning, LLC | History | No change | 104,397 | 1,772 | 0.47% | 0.57% | 20 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 101,084 | 1,716 | 0.0% | 0.0% | 21 | +210 | 0.21% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 98,543 | 1,673 | 0.0% | 0.0% | 22 | +12,579 | 14.63% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Added to | 86,939 | 1,476 | 0.0% | 0.0% | 23 | +73,371 | 540.77% | Q4 2025 | Feb 12, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 83,989 | 1,425 | 1.57% | 1.59% | 24 | -599 | -0.71% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 71,697 | 1,217 | 0.0% | 0.0% | 25 | +604 | 0.85% | Q4 2025 | Feb 06, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 68,318 | 1,160 | 0.63% | 0.72% | 26 | -100 | -0.15% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 62,936 | 1,068 | 0.0% | — | 27 | +62,936 | New | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 59,177 | 1,004 | 0.06% | 0.06% | 28 | +3 | 0.01% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 59,064 | 1,002 | 0.0% | 0.0% | 29 | +28,201 | 91.37% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 59,028 | 1,002 | 0.0% | 0.0% | 30 | +13,109 | 28.55% | Q4 2025 | Feb 11, 2026 |
| MOR Wealth Management, LLC | History | New | 52,534 | 892 | 0.41% | — | 31 | +52,534 | New | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Reduced | 49,370 | 838 | 0.0% | 0.0% | 32 | -98,208 | -66.55% | Q4 2025 | Jan 29, 2026 |
| Fielder Capital Group LLC | History | No change | 48,218 | 818 | 0.17% | 0.2% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avondale Wealth Management | History | Added to | 45,750 | 776 | 0.4% | 0.14% | 34 | +31,250 | 215.52% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 45,123 | 765 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| State of Wyoming | History | Added to | 44,257 | 751 | 0.08% | 0.07% | 36 | +11,383 | 34.63% | Q4 2025 | Feb 11, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 33,700 | 572 | 0.08% | 0.09% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 33,144 | 562 | 0.01% | 0.01% | 38 | -4,015 | -10.8% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,217 | 547 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 31,917 | 541 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 29,542 | 501 | 0.0% | 0.0% | 41 | -140 | -0.47% | Q4 2025 | Feb 17, 2026 |
| Fruth Investment Management | History | No change | 25,400 | 430 | 0.12% | 0.13% | 42 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 25,000 | 424 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Family Manage LLC | History | Added to | 21,748 | 369 | 0.05% | 0.04% | 44 | +7,001 | 47.47% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 20,420 | 346 | 0.0% | 0.0% | 45 | -500 | -2.39% | Q4 2025 | Jan 16, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 20,000 | 339 | 0.17% | 0.18% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,685 | 334 | 0.0% | 0.0% | 47 | -593 | -2.92% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,481 | 330 | 0.0% | 0.0% | 48 | +51 | 0.26% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 18,891 | 320 | 0.0% | 0.0% | 49 | +51 | 0.27% | Q4 2025 | Mar 09, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 18,366 | 311 | 0.0% | 0.01% | 50 | +3 | 0.02% | Q4 2025 | Jan 13, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 18,268 | 310 | 0.01% | 0.01% | 51 | -2,000 | -9.87% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 17,965 | 305 | 0.0% | 0.0% | 52 | -131 | -0.72% | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | No change | 17,798 | 301 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SCS Capital Management LLC | History | No change | 17,295 | 293 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 14,208 | 241 | 0.0% | 0.0% | 55 | -2,570 | -15.32% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,198 | 234 | 0.0% | 0.0% | 56 | +182 | 1.4% | Q4 2025 | Jan 08, 2026 |
| XTX Topco Ltd | History | New | 13,541 | 229 | 0.01% | — | 57 | +13,541 | New | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | No change | 12,300 | 217 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | No change | 12,666 | 214 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 12,439 | 210 | 0.01% | — | 61 | +12,439 | New | Q4 2025 | Jan 28, 2026 |
| Walleye Capital LLC | History | New | 12,415 | 210 | 0.0% | — | 60 | +12,415 | New | Q4 2025 | Feb 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 12,000 | 203 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | No change | 10,000 | 169 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,802 | 166 | 0.0% | — | 64 | +9,802 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,354 | 158 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,591 | 128 | 0.0% | 0.0% | 66 | +9 | 0.12% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,912 | 100 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Access Investment Management LLC | History | No change | 4,000 | 73 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,770 | 47 | 0.01% | — | 70 | +2,770 | New | Q4 2025 | Mar 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,791 | 47 | 0.0% | 0.0% | 69 | -972 | -25.83% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,446 | 41 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,124 | 36 | 0.0% | 0.0% | 72 | +335 | 18.73% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,022 | 34 | 0.0% | 0.0% | 73 | -511 | -20.17% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,953 | 33 | 0.0% | — | 74 | +1,953 | New | Q4 2025 | Feb 13, 2026 |
| Lummis Asset Management, LP | History | No change | 1,850 | 31 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,800 | 30 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,660 | 28 | 0.0% | 0.03% | 77 | -52,723 | -96.95% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,634 | 27 | 0.0% | — | 78 | +1,634 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 25 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,333 | 22 | 0.01% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eagle Bay Advisors LLC | History | New | 1,292 | 21 | 0.02% | — | 81 | +1,292 | New | Q4 2025 | Jan 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,000 | 16 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 617 | 10 | 0.01% | — | 83 | +617 | New | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 450 | 7 | 0.0% | — | 84 | +416 | 1223.53% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | No change | 371 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 334 | 5 | 0.0% | 0.0% | 87 | +1 | 0.3% | Q4 2025 | Jan 21, 2026 |
| COUNTRY TRUST BANK | History | No change | 300 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BARCLAYS PLC | History | New | 273 | 4 | 0.0% | — | 88 | +273 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 282 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 200 | 3 | 0.0% | — | 91 | +200 | New | Q4 2025 | Feb 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PFS Partners, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WINNOW WEALTH LLC | History | Added to | 135 | 2 | 0.0% | 0.0% | 95 | +6 | 4.65% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 142 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 87 | 1 | 0.0% | 0.0% | 97 | +1 | 1.16% | Q4 2025 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,021 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kapitalo Investimentos Ltda | History | Closed out | 0 | 0 | — | 0.1% | — | -30,677 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,597 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,193 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BlackRock, Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 19, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |