PBT · NYSE · Oil & Gas Midstream

Permian Basin Royalty Trust (PBT)

Collects net-profits royalties from Texas oil and gas properties.

$33.25
vs last close−0.01 (−0.03%)

13F · 13D/G · Form 4

Institutions≈ 43.25%20.16M shares
105 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.24%3.37M shares
1 holder · as of Feb 11, 2021
Other≈ 49.51%23.08M shares
remainder

46.61M company shares as of Aug 25, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Horizon Kinetics Asset Management LLCInstitution
14.44%6.73Mas of Jun 30, 2026
Softvest Advisors, LLCInstitution
13.34%6.22Mas of Jun 30, 2026
Loyd PowellInsider
7.24%3.37Mfiled Feb 11, 2021
Mad River InvestorsInstitution
2.16%1.01Mas of Jun 30, 2026
Schwartz Investment Counsel IncInstitution
2.00%933,719as of Jun 30, 2026
Foundation Resource Management IncInstitution
1.34%626,331as of Jun 30, 2026
Moors & Cabot, Inc.Institution
1.22%570,161as of Jun 30, 2026
Commonwealth Equity Services, LLCInstitution
0.91%424,229as of Jun 30, 2026
HRT Financial LPInstitution
0.59%276,005as of Jun 30, 2026
Advisory Services Network, LLCInstitution
0.54%249,595as of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.47%219,718as of Jun 30, 2026
Beacon Pointe Advisors, LLCInstitution
0.46%213,303as of Jun 30, 2026
SEI Investments CoInstitution
0.45%211,000as of Jun 30, 2026
Morgan StanleyInstitution
0.44%206,151as of Jun 30, 2026
Steel Peak Wealth Management LLCInstitution
0.43%199,449as of Jun 30, 2026
LPL Financial LLCInstitution
0.42%197,716as of Jun 30, 2026
Lido Advisors, LLCInstitution
0.25%117,842as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.23%109,412as of Jun 30, 2026
BWM Planning, LLCInstitution
0.22%104,397as of Jun 30, 2026
Raymond James Financial IncInstitution
0.20%95,270as of Jun 30, 2026
Atlas Wealth Partners, LLCInstitution
0.18%82,241as of Jun 30, 2026
Jane Street Group, LLCInstitution
0.16%74,235as of Jun 30, 2026
Hightower Advisors, LLCInstitution
0.15%70,760as of Jun 30, 2026
Promethium Advisors,LLCInstitution
0.15%68,298as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.14%64,182as of Jun 30, 2026

13F, as of Jun 30, 2026

105 holders · 20.16M shares · 17 new positions · 47 increased · 26 reduced · 12 closed

HolderShares% outstandingChg q/qFiled
Horizon Kinetics Asset Management LLC6.73M14.44%+349.6KAug 11, 2026
Softvest Advisors, LLC6.22M13.34%0Aug 14, 2026
Mad River Investors1.01M2.16%+2.0KAug 3, 2026
Schwartz Investment Counsel Inc933.7K2.00%0Jul 27, 2026
Foundation Resource Management Inc626.3K1.34%−3.9KJul 21, 2026
Moors & Cabot, Inc.570.2K1.22%−18.5KAug 10, 2026
Commonwealth Equity Services, LLC424.2K0.91%+155.2KJul 29, 2026
HRT Financial LP276.0K0.59%+105.2KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Horizon Kinetics Asset Management LLC13.70%6.38M13GApr 29, 2026
SoftVest Advisors, LLCincl. SoftVest GP I, LLC, Eric L. Oliver +1 more13.30%6.22M13DJul 29, 2026

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.