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Permian Basin Royalty Trust (PBT) institutional ownership

Latest close $29.25 Jul 23, 2026
Market cap$968M 52-week range SectorEnergy
Funds holding · Q1 2026
78
reported PBT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
34 buyers · 44 sellers

Permian Basin Royalty Trust (PBT) price and institutional activity

Dates

Q1 2026

$0 bought by 34 investors
Horizon Kinetics Asset Management LLCSteelpeak Wealth, LLC +32 more
$0 sold by 44 investors
Jane Street Group, LLCCitadel Advisors LLC +42 more
Bought Sold Totals per quarter; hover a bar for the names.

Permian Basin Royalty Trust (PBT) institutional activity · 78

Investor Type Est. change Change Δ Own Date
Jane Street Group, LLC · Reduced
Change −346K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −346K Q1 2026
Citadel Advisors LLC Exited· Q1 2026 −235K −100.0% Q1 2026
Horizon Kinetics Asset Management LLC · Added
Change +192K Date Q1 2026
Horizon Kinetics Asset Management LLC Added· Q1 2026 +192K Q1 2026
Steelpeak Wealth, LLC · New
Change +191K Date Q1 2026
Steelpeak Wealth, LLC New· Q1 2026 +191K Q1 2026
Group One Trading LLC · Reduced
Change −160K Date Q1 2026
Group One Trading LLC Reduced· Q1 2026 −160K Q1 2026
Beacon Pointe Advisors, LLC · Added
Change +113K Date Q1 2026
Beacon Pointe Advisors, LLC Added· Q1 2026 +113K Q1 2026
Susquehanna International Group, LLP · Exited
Change −107K Δ Own −100.0% Date Q1 2026
Susquehanna International Group, LLP Exited· Q1 2026 −107K −100.0% Q1 2026
Hrt Financial LP · Added
Change +84K Date Q1 2026
Hrt Financial LP Added· Q1 2026 +84K Q1 2026
Morgan Stanley · Added
Change +76K Date Q1 2026
Morgan Stanley Added· Q1 2026 +76K Q1 2026
Hosking Partners LLP · Reduced
Change −66K Date Q1 2026
Hosking Partners LLP Reduced· Q1 2026 −66K Q1 2026
Simplex Trading, LLC · Reduced
Change −59K Date Q1 2026
Simplex Trading, LLC Reduced· Q1 2026 −59K Q1 2026
Schwartz Investment Counsel Inc · Reduced
Change −33K Date Q1 2026
Schwartz Investment Counsel Inc Reduced· Q1 2026 −33K Q1 2026
State of Wyoming · Reduced
Change −29K Date Q1 2026
State of Wyoming Reduced· Q1 2026 −29K Q1 2026
JPMorgan Chase & Co · Added
Change +26K Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +26K Q1 2026
Lpl Financial LLC · Reduced
Change −19K Date Q1 2026
Lpl Financial LLC Reduced· Q1 2026 −19K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 78

Famous investor activity in Permian Basin Royalty Trust (PBT)

Permian Basin Royalty Trust (PBT) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Softvest, LP · 10% Owner 2 operations -4K
Owned 0 Trade date Dec 19, 2025 Filed date Dec 22, 2025
Softvest, LP 10% Owner 2 operations -4K 0 Dec 19, 2025 Dec 22, 2025
Softvest Advisors, LLC · 10% Owner 2 operations -9K
Owned 0 Trade date Sep 19, 2025 Filed date Sep 22, 2025
Softvest Advisors, LLC 10% Owner 2 operations -9K 0 Sep 19, 2025 Sep 22, 2025
2 of 2

Permian Basin Royalty Trust (PBT) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Horizon Kinetics Asset Management LLC 6.4M
% of shares outstanding 13.7% Filing date Apr 29, 2026
Horizon Kinetics Asset Management LLC 6.4M 13.7% Apr 29, 2026
Softvest Advisors, LLC 4.1M
% of shares outstanding 8.9% Filing date Feb 14, 2024
Softvest Advisors, LLC 4.1M 8.9% Feb 14, 2024
2 of 2

Permian Basin Royalty Trust (PBT) ownership FAQ

Who owns PBT?

78 reporting institutions disclosed PBT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.