PBT

Permian Basin Royalty Trust

+$74.9M

Net Activity

Institutions Holding

97

Popularity Rank

#4510

Avg Weight

0.39%

Total Value

$434.9M

Ownership Trend

97 institutions currently hold PBT, with 33 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

HK
Horizon Kinetics Asset Management LLC
$137.3M
SA
SoftVest Advisors, LLC
$133.8M
MR
Mad River Investors
$21.6M
SI
Schwartz Investment Counsel INC
$20.1M
FR
Foundation Resource Management INC
$13.6M

Top 5 by Conviction

SA
SoftVest Advisors, LLC
15.34%
MR
Mad River Investors
7.77%
ML
Msrh, LLC
4.58%
AW
Atlas Wealth Partners, LLC
1.80%
FR
Foundation Resource Management INC
1.53%
View all 97 holding institutions

Quarterly Activity

Recent Activity

+$223.8M

Total Buy Value

$92.0M

Total Sell Value

New buy8
Trim33
Add25
Sold out13

33

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PERMIAN BASIN ROYALTY TRUST (PBT)?
Major stakeholders currently include Horizon Kinetics Asset Management LLC ($137.3M), SoftVest Advisors, LLC ($133.8M), Mad River Investors ($21.6M). Based on the latest 13F filings, there are a total of 97 tracked investment funds and institutions maintaining positions in PBT.
What is the overall institutional sentiment toward PBT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $74.9M, driven by 33 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their PBT positions?
In the latest period, 33 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $92.0M.
Are there any notable investors adding PBT to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 25 existing holders added to their shares. The total reported buy value for the quarter amounted to $223.8M.

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