Permian Basin Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOFTVEST ADVISORS, LLC | 11/12/2025 | 6.22 M | $113.46 M | 0.17% | 13.34% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 6.10 M | $111.31 M | 4.44% | 13.09% |
| SCHWARTZ INVESTMENT COUNSEL INC | 10/29/2025 | 984.67 K | $17.98 M | -32.08% | 2.11% |
| MAD RIVER INVESTORS | 10/14/2025 | 922.23 K | $16.83 M | 4.33% | 1.98% |
| FOUNDATION RESOURCE MANAGEMENT INC | 10/14/2025 | 642.51 K | $11.73 M | -0.12% | 1.38% |
| MOORS & CABOT, INC. | 11/14/2025 | 530.29 K | $9.68 M | 0.02% | 1.14% |
| JANE STREET GROUP, LLC | 11/14/2025 | 443.40 K | $8.09 M | 219.68% | 0.95% |
| HOSKING PARTNERS LLP | 10/23/2025 | 307.45 K | $5.61 M | -0.36% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 290.58 K | $5.30 M | 9.35% | 0.62% |
| CITADEL ADVISORS LLC | 11/14/2025 | 265.40 K | $4.84 M | 135.08% | 0.57% |
| JANE STREET GROUP, LLC | 11/14/2025 | 262.40 K | $4.79 M | 466.31% | 0.56% |
| CITADEL ADVISORS LLC | 11/14/2025 | 247.39 K | $4.51 M | 74.14% | 0.53% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 246.42 K | $4.50 M | 0.01% | 0.53% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 241.85 K | $4.41 M | -1.45% | 0.52% |
| LPL FINANCIAL LLC | 11/12/2025 | 233.70 K | $4.27 M | -0.89% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 200.20 K | $3.65 M | -8.25% | 0.43% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 174.98 K | $3.19 M | -11.50% | 0.38% |
| UBS GROUP AG | 11/13/2025 | 147.58 K | $2.69 M | 170.08% | 0.32% |
| MORGAN STANLEY | 11/14/2025 | 145.93 K | $2.66 M | -50.28% | 0.31% |
| LIDO ADVISORS, LLC | 11/14/2025 | 118.34 K | $2.17 M | 0.42% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 118.11 K | $2.16 M | 100.00% | 0.25% |
| BWM PLANNING, LLC | 10/31/2025 | 104.40 K | $1.91 M | 0.65% | 0.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 100.87 K | $1.84 M | -3.28% | 0.22% |
| BESSEMER GROUP INC | 11/05/2025 | 96.02 K | $1.75 M | 0.00% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 85.96 K | $1.57 M | 33.35% | 0.18% |
| ATLAS WEALTH PARTNERS, LLC | 10/31/2025 | 84.59 K | $1.55 M | 9.62% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 74.20 K | $1.35 M | -5.72% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 71.09 K | $1.30 M | 75.38% | 0.15% |
| PROMETHIUM ADVISORS,LLC | 11/14/2025 | 68.42 K | $1.26 M | -3.95% | 0.15% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 62.94 K | $1.15 M | 0.00% | 0.14% |
| ESSEX FINANCIAL SERVICES, INC. | 11/07/2025 | 59.17 K | $1.08 M | 0.00% | 0.13% |
| CAPITAL ANALYSTS, LLC | 11/14/2025 | 54.38 K | $992.00 K | -22.67% | 0.12% |
| FIELDER CAPITAL GROUP LLC | 11/06/2025 | 48.22 K | $879.97 K | 0.00% | 0.10% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 45.92 K | $838.00 K | 342.21% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 45.12 K | $823.94 K | -67.44% | 0.10% |
| BRADLEY FOSTER & SARGENT INC/CT | 11/10/2025 | 37.16 K | $678.52 K | -17.38% | 0.08% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 11/14/2025 | 33.70 K | $615.03 K | -5.60% | 0.07% |
| STATE OF WYOMING | 11/04/2025 | 32.87 K | $599.95 K | 16.51% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 32.22 K | $587.96 K | 4.28% | 0.07% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 11/13/2025 | 31.92 K | $582.72 K | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 30.86 K | $563.24 K | 136.73% | 0.07% |
| KAPITALO INVESTIMENTOS LTDA | 11/03/2025 | 30.68 K | $559.86 K | 160.84% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 29.68 K | $541.74 K | 3.49% | 0.06% |
| FRUTH INVESTMENT MANAGEMENT | 10/17/2025 | 25.40 K | $463.00 K | 0.00% | 0.05% |
| FINANCIAL SENSE ADVISORS, INC. | 11/14/2025 | 25.00 K | $456.25 K | 0.00% | 0.05% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 20.92 K | $381.79 K | 2.45% | 0.04% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 20.28 K | $370.08 K | 18.00% | 0.04% |
| INGALLS & SNYDER LLC | 11/07/2025 | 20.27 K | $370.00 K | 0.00% | 0.04% |
| RESURGENT FINANCIAL ADVISORS LLC | 11/13/2025 | 20.00 K | $365.00 K | 0.00% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 19.43 K | $354.61 K | -4.14% | 0.04% |
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Permian Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were:
MAD RIVER INVESTORS: 986,819
Ronald Blue Trust, Inc.: 20,420
Stratos Wealth Partners, LTD.: 19,481
Ironwood Financial, llc: 12,300
Clark Asset Management, LLC: 10,000
Access Investment Management LLC: 4,000
41.94% of Permian Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 18.76 M shares in the last 24 months. This purchase volume represents approximately $345.23 M in transactions.