Permian Basin Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOFTVEST ADVISORS, LLC | 02/13/2026 | 6.22 M | $105.57 M | 0.00% | 13.34% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 6.19 M | $105.07 M | 1.46% | 13.28% |
| MAD RIVER INVESTORS | 02/06/2026 | 986.82 K | $16.76 M | 7.00% | 2.12% |
| SCHWARTZ INVESTMENT COUNSEL INC | 02/04/2026 | 967.20 K | $16.40 M | -1.77% | 2.08% |
| FOUNDATION RESOURCE MANAGEMENT INC | 01/22/2026 | 642.51 K | $10.91 M | 0.00% | 1.38% |
| MOORS & CABOT, INC. | 02/10/2026 | 585.75 K | $9.95 M | 10.46% | 1.26% |
| JANE STREET GROUP, LLC | 02/12/2026 | 368.19 K | $6.25 M | 40.32% | 0.79% |
| JANE STREET GROUP, LLC | 02/12/2026 | 362.40 K | $6.15 M | -18.27% | 0.78% |
| HOSKING PARTNERS LLP | 02/04/2026 | 346.68 K | $5.89 M | 12.76% | 0.74% |
| CITADEL ADVISORS LLC | 02/17/2026 | 264.10 K | $4.48 M | -0.49% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 259.31 K | $4.40 M | -10.76% | 0.56% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 246.55 K | $4.19 M | 0.05% | 0.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 240.54 K | $4.08 M | -0.54% | 0.52% |
| CITADEL ADVISORS LLC | 02/17/2026 | 234.75 K | $3.99 M | -5.11% | 0.50% |
| LPL FINANCIAL LLC | 02/11/2026 | 229.96 K | $3.90 M | -1.60% | 0.49% |
| MORGAN STANLEY | 02/13/2026 | 224.66 K | $3.81 M | 53.95% | 0.48% |
| SEI INVESTMENTS CO | 02/13/2026 | 195.40 K | $3.32 M | 100.00% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 175.10 K | $2.97 M | -12.54% | 0.38% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 165.17 K | $2.80 M | -5.61% | 0.35% |
| LIDO ADVISORS, LLC | 02/10/2026 | 122.52 K | $2.24 M | 3.53% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 107.17 K | $1.82 M | -9.27% | 0.23% |
| BWM PLANNING, LLC | 01/14/2026 | 104.40 K | $1.77 M | 0.00% | 0.22% |
| JPMORGAN CHASE & CO | 02/11/2026 | 101.08 K | $1.72 M | 0.21% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 98.54 K | $1.67 M | 14.63% | 0.21% |
| HRT FINANCIAL LP | 02/12/2026 | 86.94 K | $1.48 M | 540.77% | 0.19% |
| ATLAS WEALTH PARTNERS, LLC | 01/26/2026 | 83.99 K | $1.43 M | -0.71% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 71.70 K | $1.22 M | 0.85% | 0.15% |
| PROMETHIUM ADVISORS,LLC | 02/12/2026 | 68.32 K | $1.16 M | -0.15% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 66.40 K | $1.13 M | -10.51% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 62.94 K | $1.07 M | 0.00% | 0.14% |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 59.18 K | $1.00 M | 0.01% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 59.06 K | $1.00 M | 91.37% | 0.13% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 59.03 K | $1.00 M | 28.55% | 0.13% |
| 01/15/2026 | 52.53 K | $892.03 M | 100.00% | 0.11% | |
| UBS GROUP AG | 01/29/2026 | 49.37 K | $838.30 K | -66.55% | 0.11% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 48.22 K | $818.73 K | 0.00% | 0.10% |
| AVONDALE WEALTH MANAGEMENT | 02/17/2026 | 45.75 K | $776.84 K | 215.52% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 45.12 K | $765.28 K | 0.00% | 0.10% |
| STATE OF WYOMING | 02/11/2026 | 44.26 K | $751.48 K | 34.63% | 0.10% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 02/10/2026 | 33.70 K | $572.23 K | 0.00% | 0.07% |
| BRADLEY FOSTER & SARGENT INC/CT | 02/12/2026 | 33.14 K | $562.12 K | -10.80% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 32.22 K | $547.05 K | 0.00% | 0.07% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 31.92 K | $541.89 K | 0.00% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 29.54 K | $501.57 K | -0.47% | 0.06% |
| FRUTH INVESTMENT MANAGEMENT | 01/26/2026 | 25.40 K | $430.00 K | 0.00% | 0.05% |
| FINANCIAL SENSE ADVISORS, INC. | 02/13/2026 | 25.00 K | $424.50 K | 0.00% | 0.05% |
| FAMILY MANAGEMENT CORP | 02/17/2026 | 21.75 K | $369.28 K | 47.47% | 0.05% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 20.42 K | $346.73 K | -2.39% | 0.04% |
| RESURGENT FINANCIAL ADVISORS LLC | 02/12/2026 | 20.00 K | $339.60 K | 0.00% | 0.04% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 19.69 K | $334.25 K | -2.92% | 0.04% |
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Permian Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were:
SoftVest Advisors, LLC: 6.22 M
HORIZON KINETICS ASSET MANAGEMENT LLC: 6.19 M
MAD RIVER INVESTORS: 986,819
SCHWARTZ INVESTMENT COUNSEL INC: 967,197
FOUNDATION RESOURCE MANAGEMENT INC: 642,507
Moors & Cabot, Inc.: 585,746
43.05% of Permian Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.76 M shares in the last 24 months. This purchase volume represents approximately $429.03 M in transactions.