Permian Basin Royalty Trust (PBT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

44,966,306Shares Outstanding

7,354,167Shares held by institutions

$136,787,506Value of institutional holdings

45.03%Institutional ownership %

2.88%Shares Changed QoQ

93No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 93 institutional investors hold a position in Permian Basin Royalty Trust (NYSE:PBT).

These investors collectively held 45.0% of the company's total shares outstanding in December 2025, up from 44.5% in September 2025.
Quarterly data indicates a 2.88% shift in institutional share volume, and the annual owner count reflects a decrease of 3.12%.
The latest 13F cycle for Permian Basin Royalty Trust reveals that of 93 total investors, 37 funds grew their exposure, whereas 19 reduced theirs and 37 made no changes.
The aggregate institutional position in Permian Basin Royalty Trust now stands at 20.25Mn shares as of December 2025, after investors increased their holdings (up by 565.87K shares quarter on quarter which is up 5.80Mn shares year over year).
The top institutional stake in Permian Basin Royalty Trust as of December 31, 2025 belongs to SoftVest Advisors, LLC, which owns 6.22Mn shares, or 13.83% of the company.
Among the most significant buyers of Permian Basin Royalty Trust during December 2025 were SEI INVESTMENTS CO (195.40K), HORIZON KINETICS ASSET MANAGEMENT LLC (88.75K), MORGAN STANLEY (78.73K), HRT FINANCIAL LP (73.37K), MAD RIVER INVESTORS (64.59K).
Leading sellers of Permian Basin Royalty Trust stock in December 2025 included UBS Group AG (98.21K), Capital Analysts, LLC (52.72K), COMMONWEALTH EQUITY SERVICES, LLC (31.26K), SCHWARTZ INVESTMENT COUNSEL INC (17.48K), CITADEL ADVISORS LLC (12.64K).
The top 10 institutional holders of Permian Basin Royalty Trust for the quarter ending December 2025 included SoftVest Advisors, LLC (6.22Mn), HORIZON KINETICS ASSET MANAGEMENT LLC (6.19Mn), MAD RIVER INVESTORS (986.82K), SCHWARTZ INVESTMENT COUNSEL INC (967.20K), JANE STREET GROUP, LLC (730.59K), FOUNDATION RESOURCE MANAGEMENT INC (642.51K), Moors & Cabot, Inc. (585.75K), Hosking Partners LLP (346.68K), COMMONWEALTH EQUITY SERVICES, LLC (259.31K), Advisory Services Network, LLC (246.55K).

93 Institutional Holders

7,354,167 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
SoftVest Advisors, LLC	31 Dec, 2025	6,217,107	0	0.00%	$105,566,477.00
HORIZON KINETICS ASSET MANAGEMENT LLC	31 Dec, 2025	6,187,800	88,751	1.46%	$105,068,849.00
MAD RIVER INVESTORS	31 Dec, 2025	986,819	64,589	7.00%	$16,756,184.00
SCHWARTZ INVESTMENT COUNSEL INC	31 Dec, 2025	967,197	-17,475	-1.77%	$16,403,661.00
JANE STREET GROUP, LLC	31 Dec, 2025	730,587	24,788	3.51%	$12,405,368.00
FOUNDATION RESOURCE MANAGEMENT INC	31 Dec, 2025	642,507	0	0.00%	$10,909,769.00
Moors & Cabot, Inc.	31 Dec, 2025	585,746	55,456	10.46%	$9,945,963.00
Hosking Partners LLP	31 Dec, 2025	346,683	39,230	12.76%	$5,886,677.00
COMMONWEALTH EQUITY SERVICES, LLC	31 Dec, 2025	259,314	-31,263	-10.76%	$4,403,152.00
Advisory Services Network, LLC	31 Dec, 2025	246,549	129	0.05%	$4,186,399.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	240,538	-1,308	-0.54%	$4,084,328.00
CITADEL ADVISORS LLC	31 Dec, 2025	234,748	-12,637	-5.11%	$3,986,022.00
LPL Financial LLC	31 Dec, 2025	229,956	-3,748	-1.60%	$3,904,657.00
MORGAN STANLEY	31 Dec, 2025	224,661	78,727	53.95%	$3,814,757.00
SEI INVESTMENTS CO	31 Dec, 2025	195,400	195,400	0.00%	$3,317,892.00
GROUP ONE TRADING LLC	31 Dec, 2025	165,170	-9,810	-5.61%	$2,804,587.00
Lido Advisors, LLC	31 Dec, 2025	122,523	4,182	3.53%	$2,244,319.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	107,165	-10,949	-9.27%	$1,819,662.00
BWM Planning, LLC	31 Dec, 2025	104,397	0	0.00%	$1,772,668.00
JPMORGAN CHASE & CO	31 Dec, 2025	101,084	210	0.21%	$1,716,406.00

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