DALLAS, TX
PERMIAN BASIN ROYALTY TRUSTPBT— Latest position per institution from SEC 13F filings
15
Institutional holders
19.36M
Total shares held
491.36M
Estimated value
967.78K
Avg. position size
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 1056823
Shares
6.73M
Value
168.50M
Filed
Jun 30, 2026
SOFTVEST ADVISORS, LLC
CIK 1803391
Shares
6.22M
Value
155.68M
Filed
Jun 30, 2026
MAD RIVER INVESTORS
CIK 1384484
Shares
1.06M
Value
33.25M
Filed
Sep 30, 2026
SCHWARTZ INVESTMENT COUNSEL INC
CIK 909151
Shares
933.72K
Value
29.39M
Filed
Sep 30, 2026
FOUNDATION RESOURCE MANAGEMENT INC
CIK 1179232
Shares
595.64K
Value
18.75M
Filed
Sep 30, 2026
MOORS & CABOT, INC.
CIK 1607239
Shares
570.16K
Value
14.28M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
424.23K
Value
10.62M
Filed
Jun 30, 2026
PEAK6 LLC
CIK 1389958
Shares
300.40K
Value
7.52M
Filed
Jun 30, 2026
HOSKING PARTNERS LLP
CIK 1650135
Shares
280.29K
Value
6.03M
Filed
Mar 31, 2026
HRT FINANCIAL LP
CIK 1475597
Shares
276K
Value
6.91K
Filed
Jun 30, 2026
ADVISORY SERVICES NETWORK, LLC
CIK 1573876
Shares
249.59K
Value
6.25M
Filed
Jun 30, 2026
MSRH, LLC
CIK 2122489
Shares
240.34K
Value
5.17M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
219.72K
Value
5.50M
Filed
Jun 30, 2026
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
213.30K
Value
5.34M
Filed
Jun 30, 2026
SEI INVESTMENTS CO
CIK 350894
Shares
211K
Value
5.28M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
206.15K
Value
5.16M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
197.72K
Value
4.95M
Filed
Jun 30, 2026
STEELPEAK WEALTH, LLC
CIK 1801868
Shares
187.97K
Value
5.92M
Filed
Sep 30, 2026
OFI INVEST ASSET MANAGEMENT
CIK 1977602
Shares
124.02K
Value
1.14M
Filed
Mar 31, 2025
SINECERA CAPITAL, LLC
CIK 1909816
Shares
122.56K
Value
2.61M
Filed
Sep 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | 6.73M | 168.50M | Jun 30, 2026 |
| 2 | SOFTVEST ADVISORS, LLC | 1803391 | 6.22M | 155.68M | Jun 30, 2026 |
| 3 | MAD RIVER INVESTORS | 1384484 | 1.06M | 33.25M | Sep 30, 2026 |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | 909151 | 933.72K | 29.39M | Sep 30, 2026 |
| 5 | FOUNDATION RESOURCE MANAGEMENT INC | 1179232 | 595.64K | 18.75M | Sep 30, 2026 |
| 6 | MOORS & CABOT, INC. | 1607239 | 570.16K | 14.28M | Jun 30, 2026 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 424.23K | 10.62M | Jun 30, 2026 |
| 8 | PEAK6 LLC | 1389958 | 300.40K | 7.52M | Jun 30, 2026 |
| 9 | HOSKING PARTNERS LLP | 1650135 | 280.29K | 6.03M | Mar 31, 2026 |
| 10 | HRT FINANCIAL LP | 1475597 | 276K | 6.91K | Jun 30, 2026 |
| 11 | ADVISORY SERVICES NETWORK, LLC | 1573876 | 249.59K | 6.25M | Jun 30, 2026 |
| 12 | MSRH, LLC | 2122489 | 240.34K | 5.17M | Mar 31, 2026 |
| 13 | WELLS FARGO & COMPANY/MN | 72971 | 219.72K | 5.50M | Jun 30, 2026 |
| 14 | BEACON POINTE ADVISORS, LLC | 1744317 | 213.30K | 5.34M | Jun 30, 2026 |
| 15 | SEI INVESTMENTS CO | 350894 | 211K | 5.28M | Jun 30, 2026 |
| 16 | MORGAN STANLEY | 895421 | 206.15K | 5.16M | Jun 30, 2026 |
| 17 | LPL FINANCIAL LLC | 1403438 | 197.72K | 4.95M | Jun 30, 2026 |
| 18 | STEELPEAK WEALTH, LLC | 1801868 | 187.97K | 5.92M | Sep 30, 2026 |
| 19 | OFI INVEST ASSET MANAGEMENT | 1977602 | 124.02K | 1.14M | Mar 31, 2025 |
| 20 | SINECERA CAPITAL, LLC | 1909816 | 122.56K | 2.61M | Sep 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.