Permian Basin Royalty Trust
$33.75-2.5%
+$22.2M
Net Activity
+1.68% total shares
Institutions Holding
103
Popularity Rank
#4529
Avg Weight
0.37%
Total Value
$514.6M
103 institutions currently hold PBT, with 49 net buyers and 35 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
35
Net Buying Institutions
49
Top 5 by Value
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Across its top 20 institutional holders, PBT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 21/100, avg. turnover score 25/100).
PBT ranks #4529 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PBT is a top-conviction position for SoftVest Advisors, LLC — at 16.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PBT belongs to Horizon Kinetics Asset Management LLC, but the position matters far more to SoftVest Advisors, LLC, who has 16.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Horizon Kinetics Asset Management LLC has added to its PBT position for two straight quarters, increasing it by $63.4M to reach $168.5M today.
State of Wyoming has trimmed its PBT position for two straight quarters, cutting it by $655.1K while still holding $96.4K.
PBT is down 2.5% today, but institutions show net buying of $22.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$33.8M
Total Buy Value
$17.8M
Total Sell Value
49
Net Buyers
35
Net Sellers
PBT
Q2 2026
Top 5 Institutional Movers
+$21.9M
+$7.5M
-$6.0M
+$4.8M
PBT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| SoftVest Advisors, LLC | 13D/A | 2026-07-29 | 13.3% |
3
Filings (14d)
On August 21, 2026, Permian Basin Royalty Trust (PBT) filed an 8-K announcing that it has issued a press release about its monthly cash distribution to unitholders of record as of August 31, 2026. Notably, the filing text itself doesn't state the actual per-unit payout amount — you'd need to check the attached press release (Exhibit 99.1) for that. For an oil and gas royalty trust like this one, a monthly distribution announcement is routine business.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)714236106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access PBT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PBTCLI
npx alphasmo stocks get PBT