A total of 94 institutions have reported a stake in Permian Basin Royalty Trust (NYSE:PBT) as of September 2025, according to recent 13F filings with the SEC.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| SoftVest Advisors, LLC | 30 Sep, 2025 | 6,217,107 | 10,483 | 0.17% | $113,462,203.00 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 30 Sep, 2025 | 6,099,049 | 259,224 | 4.44% | $111,307,651.00 |
| SCHWARTZ INVESTMENT COUNSEL INC | 30 Sep, 2025 | 984,672 | -465,037 | -32.08% | $17,980,111.00 |
| MAD RIVER INVESTORS | 30 Sep, 2025 | 922,230 | 30,313 | 3.40% | $16,830,700.00 |
| JANE STREET GROUP, LLC | 30 Sep, 2025 | 705,799 | 520,764 | 281.44% | $12,880,832.00 |
| FOUNDATION RESOURCE MANAGEMENT INC | 30 Sep, 2025 | 642,507 | -750 | -0.12% | $11,725,753.00 |
| Moors & Cabot, Inc. | 30 Sep, 2025 | 530,290 | 82 | 0.02% | $9,677,801.00 |
| Hosking Partners LLP | 30 Sep, 2025 | 307,453 | -1,096 | -0.36% | $5,611,017.00 |
| COMMONWEALTH EQUITY SERVICES, LLC | 30 Sep, 2025 | 290,577 | 24,853 | 9.35% | $5,303.00 |
| CITADEL ADVISORS LLC | 30 Sep, 2025 | 247,385 | 247,385 | 0.00% | $4,514,777.00 |
| Advisory Services Network, LLC | 30 Sep, 2025 | 246,420 | 29 | 0.01% | $4,497,156.00 |
| WELLS FARGO & COMPANY/MN | 30 Sep, 2025 | 241,846 | -3,552 | -1.45% | $4,413,688.00 |
| LPL Financial LLC | 30 Sep, 2025 | 233,704 | -2,093 | -0.89% | $4,265,097.00 |
| GROUP ONE TRADING LLC | 30 Sep, 2025 | 174,980 | -22,733 | -11.50% | $3,193,385.00 |
| UBS Group AG | 30 Sep, 2025 | 147,578 | 92,936 | 170.08% | $2,693,299.00 |
| MORGAN STANLEY | 30 Sep, 2025 | 145,934 | -147,558 | -50.28% | $2,663,303.00 |
| Lido Advisors, LLC | 30 Sep, 2025 | 118,341 | 499 | 0.42% | $2,173,413.00 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 Sep, 2025 | 118,114 | 118,114 | 0.00% | $2,155,581.00 |
| BWM Planning, LLC | 30 Sep, 2025 | 104,397 | 672 | 0.65% | $1,905,253.00 |
| JPMORGAN CHASE & CO | 30 Sep, 2025 | 100,874 | -3,424 | -3.28% | $1,840,951.00 |