Who Owns Permian Basin Royalty Trust (PBT)?Hedge Fund & Institutional Holders

$20.79+0.02 (+0.11%)EnergyNYSE

Institutional Holders

92

as of QNaN NaN

Total Institutional Value

$92.0T

% of Float Held

41.8%

QoQ Change in Holders

+92 / -0

Price History

$8.81$11.81$14.81$17.81$20.81Sep 24Jun 25Mar 26

PBT — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
HORIZON KINETICS ASSET MANAGEMENT LLCNew4.1M$41.0T100.00%
SCHWARTZ INVESTMENT COUNSEL INCNew1.5M$14.7T0.50%
Moors & Cabot, Inc.New507K$5.0T0.26%
MAD RIVER INVESTORSNew472K$4.7T1.98%
Hosking Partners LLPNew305K$3.0T0.13%
COMMONWEALTH EQUITY SERVICES, LLCNew257K$2.5T3.61%
WELLS FARGO & COMPANY/MNNew245K$2.4T0.55%
LPL Financial LLCNew237K$2.3T0.91%
Beacon Pointe Advisors, LLCNew139K$1.4T15.35%
PROMETHIUM ADVISORS,LLCNew132K$1.3T0.84%
MORGAN STANLEYNew130K$1.3T0.09%
Lido Advisors, LLCNew119K$1.2T5.31%
BWM Planning, LLCNew104K$1.0T0.44%
UBS Group AGNew68K$671.8B0.12%
LAZARD ASSET MANAGEMENT LLCNew66K$658.0B1.01%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1HORIZON KINETICS ASSET MANAGEMENT LLC4,134,327$41.0T100.00%New
2SCHWARTZ INVESTMENT COUNSEL INC1,486,902$14.7T0.50%New
3Moors & Cabot, Inc.507,293$5.0T0.26%New
4MAD RIVER INVESTORS471,693$4.7T1.98%New
5Hosking Partners LLP304,966$3.0T0.13%New
6COMMONWEALTH EQUITY SERVICES, LLC257,267$2.5T3.61%New
7WELLS FARGO & COMPANY/MN244,514$2.4T0.55%New
8LPL Financial LLC236,783$2.3T0.91%New
9Beacon Pointe Advisors, LLC138,509$1.4T15.35%New
10PROMETHIUM ADVISORS,LLC131,829$1.3T0.84%New
11MORGAN STANLEY129,697$1.3T0.09%New
12Lido Advisors, LLC118,842$1.2T5.31%New
13BWM Planning, LLC104,397$1.0T0.44%New
14UBS Group AG67,788$671.8B0.12%New
15LAZARD ASSET MANAGEMENT LLC66,438$658.0B1.01%New
16SIMPLEX TRADING, LLC63,679$631.0B0.40%New
17Essex Financial Services, Inc.59,172$586.4B0.04%New
18Advisory Services Network, LLC57,584$570.7B10.97%New
19CITADEL ADVISORS LLC54,564$540.7B0.10%New
20Fielder Capital Group LLC48,218$477.8B0.14%New
21NAPATREE CAPITAL LLC46,273$456.7B0.26%New
22BEESE FULMER INVESTMENT MANAGEMENT, INC.33,217$328.2B0.03%New
23SUSQUEHANNA INTERNATIONAL GROUP, LLP31,400$311.2B0.05%New
24State of Wyoming31,113$308.3B0.04%New
25Steward Partners Investment Advisory, LLC30,854$305.8B2.70%New
26Avondale Wealth Management29,000$287.4B0.18%New
27HighTower Advisors, LLC28,981$287.1B0.39%New
28CAPTRUST FINANCIAL ADVISORS28,682$284.1B0.71%New
29RAYMOND JAMES FINANCIAL INC26,302$260.7B0.10%New
30Qube Research & Technologies Ltd22,146$219.5B0.25%New
31KINGSWOOD WEALTH ADVISORS, LLC22,118$218.3B0.01%New
32Blue Trust, Inc.20,420$202.4B2.59%New
33Resurgent Financial Advisors LLC20,000$198.2B0.12%New
34Capital Investment Advisors, LLC18,860$186.1B3.64%New
35Welch Group, LLC18,200$180.4B0.01%New
36GROUP ONE TRADING LLC16,253$161.1B0.47%New
37Apollon Wealth Management, LLC15,675$155.3B0.00%New
38PFG Investments, LLC14,070$139.4B0.01%New
39AMERIPRISE FINANCIAL INC13,972$138.5B0.04%New
40Virtus Investment Advisers, LLC13,420$133.0B0.04%New
41Creative Planning13,092$129.6B0.12%New
42Waverly Advisors, LLC12,666$125.0B1.52%New
43Russell Investments Group, Ltd.12,132$120.2B0.17%New
44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,442$113.2B0.22%New
45Stratos Wealth Partners, LTD.10,650$105.6B1.61%New
46BANK OF AMERICA CORP /DE/10,268$101.0B0.01%New
47Sandy Spring Bank6,524$64.7B0.00%New
48Sunbelt Securities, Inc.6,335$62.8B0.01%New
49PNC FINANCIAL SERVICES GROUP, INC.5,912$58.6B0.03%New
50ROYAL BANK OF CANADA5,375$53.0B0.01%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 92 institutional investors hold PBT (Permian Basin Royalty Trust). The largest holder is HORIZON KINETICS ASSET MANAGEMENT LLC with $41.0T in shares. This quarter, 92 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PBT?

As of QNaN NaN, 92 institutional investors report holding PBT (Permian Basin Royalty Trust) in their 13F filings.

Who is the largest institutional holder of PBT?

The largest institutional holder of PBT is HORIZON KINETICS ASSET MANAGEMENT LLC with $41.0T in shares.

Is institutional ownership of PBT increasing or decreasing?

This quarter, 92 institutions opened new positions in PBT and 0 closed their positions.