PBT

PERMIAN BASIN ROYALTY TRUST
USCUSIP 714236106
Institutional Owners
32
+2 QoQ
13F Value Held
$196.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)15 adding · 11 trimming
Insider net (180d)+$0
Price history not yet available for PBT.

Top institutional holders

32 13F filers
#FundPosition valueSharesLast moveAs of
1HORIZON KINETICS ASSET MANAGEMENT LLC
$137.3M
6.38MAddedQ1 2026
2SCHWARTZ INVESTMENT COUNSEL INC
$20.1M
933.7KReducedQ1 2026
3Moors & Cabot, Inc.
$12.7M
588.6KAddedQ1 2026
4Hosking Partners LLP
$5.9M
346.7KNewQ4 2025
5Advisory Services Network, LLC
$4.2M
246.5KNewQ4 2025
6SteelPeak Wealth, LLC
$4.1M
191.1KNewQ1 2026
7Beacon Pointe Advisors, LLC
$3.4M
157.8KAddedQ1 2026
8Lido Advisors, LLC
$2.6M
122.0KReducedQ1 2026
9Pathstone Holdings, LLC
$1.4M
62.9KHeldQ1 2026
10Essex Financial Services, Inc.
$1.2M
57.5KReducedQ1 2026
11Steward Partners Investment Advisory, LLC
$693K
32.2KHeldQ1 2026
12Blue Trust, Inc.
$439K
20.4KHeldQ1 2026
13Stratos Wealth Partners, LTD.
$421K
19.6KAddedQ1 2026
14CITADEL ADVISORS LLC
$405K
18.8KReducedQ1 2026
15STATE STREET CORP
$305K
18.0KReducedQ4 2025
16Waverly Advisors, LLC
$273K
12.7KHeldQ1 2026
17KINGSWOOD WEALTH ADVISORS, LLC
$268K
12.4KHeldQ1 2026
18Quadrature Capital Ltd
$259K
12.0KNewQ1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$246K
11.5KReducedQ1 2026
20Walleye Capital LLC
$225K
10.5KNewQ1 2026
21GROUP ONE TRADING LLC
$101K
4.7KReducedQ1 2026
22NewEdge Advisors, LLC
$60K
2.8KNewQ1 2026
23Geneos Wealth Management Inc.
$25K
1.5KNewQ4 2025
24Atlantic Union Bankshares Corp
$23K
1.1KAddedQ1 2026
25Smartleaf Asset Management LLC
$22K
1.0KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
9
funds
Added
6
funds
Reduced
7
funds
Exited
4
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

28 funds+27 since Q1 2021
01428Q1 2021Q1 2022Q4 2022Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $187M

Funds that own PBT also own

CompanyCo-held byCombined value
Berkshire Hathaway Inc. Class BBRK/B30 funds$2.5B
Visa Inc. Class AV30 funds$1.7B
Chevron CorporationCVX30 funds$1.4B
ConocoPhillipsCOP30 funds$341.1M
MICROSOFT CORPORATIONMSFT29 funds$7.0B
Amazon.com, Inc.AMZN29 funds$5.3B
JPMorgan Chase & Co.JPM29 funds$3.2B
Broadcom Inc.AVGO29 funds$2.7B
Exxon Mobil CorporationXOM29 funds$1.7B
Costco Wholesale CorporationCOST29 funds$1.5B
Taiwan Semiconductor Manufacturing Co., Ltd. SponsTSM29 funds$1.1B
MASTERCARD, INCMA29 funds$905.0M

Ranked by how many of PBT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.