Permian Basin Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 6.38 M | $137.29 M | 3.10% | 13.69% |
| SOFTVEST ADVISORS, LLC | 05/15/2026 | 6.22 M | $133.79 M | 0.00% | 13.34% |
| MAD RIVER INVESTORS | 04/23/2026 | 1.00 M | $21.59 M | 1.65% | 2.15% |
| SCHWARTZ INVESTMENT COUNSEL INC | 05/04/2026 | 933.72 K | $20.09 M | -3.46% | 2.00% |
| FOUNDATION RESOURCE MANAGEMENT INC | 04/21/2026 | 630.21 K | $13.56 M | -1.91% | 1.35% |
| MOORS & CABOT, INC. | 05/08/2026 | 588.64 K | $12.67 M | 0.49% | 1.26% |
| SEI INVESTMENTS CO | 05/13/2026 | 422.00 K | $9.08 M | 115.97% | 0.91% |
| MORGAN STANLEY | 05/15/2026 | 300.90 K | $6.48 M | 33.94% | 0.65% |
| HOSKING PARTNERS LLP | 04/21/2026 | 280.29 K | $6.03 M | -19.15% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 268.99 K | $5.79 M | 3.73% | 0.58% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 251.44 K | $5.41 M | 1.98% | 0.54% |
| 05/11/2026 | 240.34 K | $5.17 M | 0.54% | 0.52% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 230.72 K | $4.97 M | -4.08% | 0.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 211.24 K | $4.55 M | -8.14% | 0.45% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 191.10 K | $4.11 M | 100.00% | 0.41% |
| HRT FINANCIAL LP | 05/14/2026 | 170.83 K | $3.68 M | 96.49% | 0.37% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 157.83 K | $3.40 M | 249.78% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 126.61 K | $2.76 M | 25.25% | 0.27% |
| LIDO ADVISORS, LLC | 05/13/2026 | 122.04 K | $2.63 M | -0.40% | 0.26% |
| BWM PLANNING, LLC | 04/22/2026 | 104.40 K | $2.25 M | 0.00% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 84.18 K | $1.81 M | -14.57% | 0.18% |
| ATLAS WEALTH PARTNERS, LLC | 04/29/2026 | 81.14 K | $1.75 M | -3.39% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 71.59 K | $1.54 M | -0.15% | 0.15% |
| PROMETHIUM ADVISORS,LLC | 04/22/2026 | 68.30 K | $1.47 M | -0.03% | 0.15% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 62.94 K | $1.35 M | 0.00% | 0.14% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 57.58 K | $1.24 M | 3.02% | 0.12% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 57.48 K | $1.24 M | -2.87% | 0.12% |
| 04/27/2026 | 52.53 K | $1.13 M | 0.00% | 0.11% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 51.39 K | $1.11 M | -13.00% | 0.11% |
| AVONDALE WEALTH MANAGEMENT | 04/15/2026 | 49.25 K | $1.06 M | 7.65% | 0.11% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 44.00 K | $946.88 K | 100.00% | 0.09% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 41.73 K | $897.93 K | -13.46% | 0.09% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 05/08/2026 | 35.45 K | $762.88 K | 5.19% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 35.31 K | $759.81 K | -28.48% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 32.22 K | $693.31 K | 0.00% | 0.07% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 04/16/2026 | 29.62 K | $637.67 K | -7.21% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 26.89 K | $578.72 K | -8.97% | 0.06% |
| FRUTH INVESTMENT MANAGEMENT | 04/21/2026 | 25.40 K | $546.00 K | 0.00% | 0.05% |
| FINANCIAL SENSE ADVISORS, INC. | 05/14/2026 | 25.00 K | $538.00 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 22.24 K | $478.61 K | -93.96% | 0.05% |
| FAMILY MANAGEMENT CORP | 05/15/2026 | 21.75 K | $468.02 K | 0.00% | 0.05% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 20.42 K | $439.44 K | 0.00% | 0.04% |
| RESURGENT FINANCIAL ADVISORS LLC | 05/13/2026 | 20.00 K | $430.40 K | 0.00% | 0.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 19.84 K | $426.84 K | 0.76% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 19.58 K | $421.42 K | 0.52% | 0.04% |
| WELCH GROUP, LLC | 04/21/2026 | 19.30 K | $415.29 K | 8.43% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 19.10 K | $411.03 K | 100.00% | 0.04% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 18.89 K | $406.53 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 18.80 K | $404.58 K | 39.26% | 0.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 18.37 K | $395.26 K | 0.01% | 0.04% |
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Permian Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 6.38 M
SoftVest Advisors, LLC: 6.22 M
MAD RIVER INVESTORS: 1 M
SCHWARTZ INVESTMENT COUNSEL INC: 933,719
FOUNDATION RESOURCE MANAGEMENT INC: 630,207
Moors & Cabot, Inc.: 588,642
43.14% of Permian Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.56 M shares in the last 24 months. This purchase volume represents approximately $440.86 M in transactions.