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 | 08/11/2026 | 6.73 M | $168.50 M | 5.48% | 14.44% |
| SOFTVEST ADVISORS, LLC | 08/14/2026 | 6.22 M | $155.68 M | 0.00% | 13.34% |
| MAD RIVER INVESTORS | 08/03/2026 | 1.01 M | $25.17 M | 0.20% | 2.16% |
| SCHWARTZ INVESTMENT COUNSEL INC | 07/27/2026 | 933.72 K | $23.38 M | 0.00% | 2.00% |
| FOUNDATION RESOURCE MANAGEMENT INC | 07/21/2026 | 626.33 K | $15.68 M | -0.62% | 1.34% |
| MOORS & CABOT, INC. | 08/10/2026 | 570.16 K | $14.28 M | -3.14% | 1.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 424.23 K | $10.62 M | 57.71% | 0.91% |
| PEAK6 LLC | 08/13/2026 | 300.40 K | $7.52 M | 100.00% | 0.64% |
| HRT FINANCIAL LP | 08/14/2026 | 276.01 K | $6.91 M | 61.57% | 0.59% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 249.60 K | $6.25 M | -0.73% | 0.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 219.72 K | $5.50 M | -4.77% | 0.47% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 213.30 K | $5.34 M | 35.14% | 0.46% |
| SEI INVESTMENTS CO | 08/14/2026 | 211.00 K | $5.28 M | -50.00% | 0.45% |
| MORGAN STANLEY | 08/13/2026 | 206.15 K | $5.16 M | -31.49% | 0.44% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 07/13/2026 | 199.45 K | $5.00 M | 4.37% | 0.43% |
| LPL FINANCIAL LLC | 08/07/2026 | 197.72 K | $4.95 M | -6.40% | 0.42% |
| LIDO ADVISORS, LLC | 08/07/2026 | 117.84 K | $2.95 M | -3.44% | 0.25% |
| JPMORGAN CHASE & CO | 08/12/2026 | 109.41 K | $2.73 M | -13.58% | 0.23% |
| BWM PLANNING, LLC | 07/23/2026 | 104.40 K | $2.61 M | 0.00% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 95.27 K | $2.39 M | 13.17% | 0.20% |
| ATLAS WEALTH PARTNERS, LLC | 07/27/2026 | 82.24 K | $2.06 M | 1.35% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 74.24 K | $1.86 M | 233.79% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 70.76 K | $1.77 M | -1.16% | 0.15% |
| PROMETHIUM ADVISORS,LLC | 08/05/2026 | 68.30 K | $1.71 M | 0.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 64.18 K | $1.61 M | 24.90% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 62.94 K | $1.58 M | 0.01% | 0.14% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 56.87 K | $1.42 M | -1.06% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 55.06 K | $1.38 M | 55.94% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 53.90 K | $1.35 M | 461.46% | 0.12% |
| MOR WEALTH MANAGEMENT, LLC | 08/06/2026 | 52.53 K | $1.32 M | 0.00% | 0.11% |
| AVONDALE WEALTH MANAGEMENT | 07/13/2026 | 46.33 K | $1.16 M | -5.93% | 0.10% |
| FAMILY MANAGEMENT CORP | 08/14/2026 | 42.81 K | $1.07 M | 96.84% | 0.09% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 41.73 K | $1.04 M | 0.00% | 0.09% |
| PKS ADVISORY SERVICES, LLC | 08/04/2026 | 41.14 K | $1.03 M | 100.00% | 0.09% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 40.39 K | $1.01 M | 285.81% | 0.09% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 08/10/2026 | 36.60 K | $916.46 K | 3.24% | 0.08% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 34.56 K | $865.00 K | -39.98% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 33.35 K | $834.98 K | 100.00% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 32.15 K | $805.06 K | -0.20% | 0.07% |
| CITADEL ADVISORS LLC | 08/14/2026 | 28.10 K | $703.62 K | 49.47% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 26.89 K | $673.38 K | 0.00% | 0.06% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 07/29/2026 | 26.32 K | $658.98 K | -11.14% | 0.06% |
| FRUTH INVESTMENT MANAGEMENT | 07/10/2026 | 25.40 K | $636.00 K | 0.00% | 0.05% |
| FINANCIAL SENSE ADVISORS, INC. | 08/14/2026 | 25.05 K | $627.27 K | 0.20% | 0.05% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 21.84 K | $546.97 K | 367.15% | 0.05% |
| ROYAL BANK OF CANADA | 08/14/2026 | 21.33 K | $534.00 K | 183.39% | 0.05% |
| CI PRIVATE WEALTH, LLC | 08/17/2026 | 20.92 K | $523.74 K | 10.72% | 0.04% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 20.42 K | $511.32 K | 0.00% | 0.04% |
| RESURGENT FINANCIAL ADVISORS LLC | 08/14/2026 | 20.00 K | $500.80 K | 0.00% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 19.61 K | $491.10 K | 0.15% | 0.04% |
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Permian Basin Royalty Trust institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 6.73 M
SoftVest Advisors, LLC: 6.22 M
MAD RIVER INVESTORS: 1.01 M
SCHWARTZ INVESTMENT COUNSEL INC: 933,719
FOUNDATION RESOURCE MANAGEMENT INC: 626,331
Moors & Cabot, Inc.: 570,161
43.25% of Permian Basin Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.90 M shares in the last 24 months. This purchase volume represents approximately $447.92 M in transactions.