PERMIAN BASIN ROYALTY TRUST (PBT) — Institutional Holders, Q2 2026
101 institutional investment managers reported a PBT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $504.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PBT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- HORIZON KINETICS ASSET MANAGEMENTAdded · +349,597 sh+$8.8M
- COMMONWEALTH EQUITY SERVICESAdded · +155,244 sh+$3.9M
- HRT FINANCIALAdded · +105,179 sh+$2.6M
- Beacon Pointe AdvisorsAdded · +55,470 sh+$1.4M
- JANE STREET GROUPAdded · +51,995 sh+$1.3M
Biggest sellers
- Hosking Partners LLPSold out · -280,292 sh-$7.0M
- SEI INVESTMENTSTrimmed · -211,000 sh-$5.3M
- MORGAN STANLEYTrimmed · -94,753 sh-$2.4M
- Capital AnalystsTrimmed · -23,020 sh-$576.4K
- Moors & CabotTrimmed · -18,481 sh-$462.8K
PBT 13F holders ranked 1–100 of 101
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT#1 · 6,729,289 sh | 6,729,289 | $168.5M | 1.91% | +5.5% |
| 2 | SoftVest Advisors#2 · 6,217,107 sh | 6,217,107 | $155.7M | 16.90% | 0.0% |
| 3 | MAD RIVER INVESTORS#3 · 1,005,152 sh | 1,005,152 | $25.2M | 9.39% | +0.2% |
| 4 | SCHWARTZ INVESTMENT COUNSEL#4 · 933,719 sh | 933,719 | $23.4M | — | 0.0% |
| 5 | FOUNDATION RESOURCE MANAGEMENT#5 · 626,331 sh | 626,331 | $15.7M | — | -0.6% |
| 6 | Moors & Cabot#6 · 570,161 sh | 570,161 | $14.3M | 0.56% | -3.1% |
| 7 | COMMONWEALTH EQUITY SERVICES#7 · 424,229 sh | 424,229 | $10.6M | 0.01% | +57.7% |
| 8 | HRT FINANCIAL#8 · 276,005 sh | 276,005 | $6.9M | 0.02% | +61.6% |
| 9 | Advisory Services Network#9 · 249,595 sh | 249,595 | $6.2M | 0.07% | -0.7% |
| 10 | WELLS FARGO & COMPANY#10 · 219,718 sh | 219,718 | $5.5M | <0.01% | -4.8% |
| 11 | Beacon Pointe Advisors#11 · 213,303 sh | 213,303 | $5.3M | 0.02% | +35.1% |
| 12 | SEI INVESTMENTS#12 · 211,000 sh | 211,000 | $5.3M | <0.01% | -50.0% |
| 13 | MORGAN STANLEY#13 · 206,151 sh | 206,151 | $5.2M | <0.01% | -31.5% |
| 14 | SteelPeak Wealth#14 · 199,449 sh | 199,449 | $5.0M | — | +4.4% |
| 15 | LPL Financial#15 · 197,716 sh | 197,716 | $5.0M | <0.01% | -6.4% |
| 16 | Lido Advisors#16 · 117,842 sh | 117,842 | $3.0M | <0.01% | -3.4% |
| 17 | JPMORGAN CHASE#17 · 109,412 sh | 109,412 | $2.7M | <0.01% | -13.6% |
| 18 | BWM Planning#18 · 104,397 sh | 104,397 | $2.6M | 0.61% | 0.0% |
| 19 | RAYMOND JAMES FINANCIAL#19 · 95,270 sh | 95,270 | $2.4M | <0.01% | +13.2% |
| 20 | Atlas Wealth Partners#20 · 82,241 sh | 82,241 | $2.1M | 2.25% | +1.4% |
| 21 | JANE STREET GROUP#21 · 74,235 sh | 74,235 | $1.9M | <0.01% | +233.8% |
| 22 | HighTower Advisors#22 · 70,760 sh | 70,760 | $1.8M | <0.01% | -1.2% |
| 23 | PROMETHIUM ADVISORS#23 · 68,298 sh | 68,298 | $1.7M | — | 0.0% |
| 24 | BANK OF AMERICA#24 · 64,182 sh | 64,182 | $1.6M | <0.01% | +24.9% |
| 25 | Pathstone#25 · 62,940 sh | 62,940 | $1.6M | <0.01% | 0.0% |
| 26 | Essex Financial Services#26 · 56,866 sh | 56,866 | $1.4M | 0.07% | -1.1% |
| 27 | UBS Group AG#27 · 55,058 sh | 55,058 | $1.4M | <0.01% | +55.9% |
| 28 | MOR Wealth Management#28 · 52,534 sh | 52,534 | $1.3M | 0.52% | 0.0% |
| 29 | Avondale Wealth Management#29 · 46,330 sh | 46,330 | $1.2M | — | -5.9% |
| 30 | Family Management#30 · 42,808 sh | 42,808 | $1.1M | 0.11% | +96.8% |
| 31 | Fielder Capital Group#31 · 41,726 sh | 41,726 | $1.0M | 0.23% | 0.0% |
| 32 | PKS Advisory Services#32 · 41,137 sh | 41,137 | $1.0M | — | New |
| 33 | Walleye Capital#33 · 40,394 sh | 40,394 | $1.0M | <0.01% | +285.8% |
| 34 | EagleClaw Capital Managment#34 · 36,600 sh | 36,600 | $916.5K | 0.12% | +3.2% |
| 35 | Capital Analysts#35 · 34,563 sh | 34,563 | $865.0K | 0.02% | -40.0% |
| 36 | XTX Topco Ltd#36 · 33,346 sh | 33,346 | $835.0K | 0.01% | New |
| 37 | Steward Partners Investment Advisory#37 · 32,151 sh | 32,151 | $805.1K | <0.01% | -0.2% |
| 38 | CAPTRUST FINANCIAL ADVISORS#38 · 26,892 sh | 26,892 | $673.4K | <0.01% | 0.0% |
| 39 | BEESE FULMER INVESTMENT MANAGEMENT#39 · 26,317 sh | 26,317 | $659.0K | — | -11.1% |
| 40 | Fruth Investment Management#40 · 25,400 sh | 25,400 | $636.0K | — | 0.0% |
| 41 | Financial Sense Advisors#41 · 25,051 sh | 25,051 | $627.3K | 0.12% | +0.2% |
| 42 | GROUP ONE TRADING, L.P.#42 · 21,844 sh | 21,844 | $547.0K | <0.01% | +367.2% |
| 43 | ROYAL BANK OF CANADA#43 · 21,325 sh | 21,325 | $534.0K | <0.01% | +183.4% |
| 44 | Corient Private Wealth#44 · 20,865 sh | 20,865 | $522.5K | <0.01% | +10.4% |
| 45 | Ronald Blue#45 · 20,420 sh | 20,420 | $511.3K | — | 0.0% |
| 46 | Resurgent Financial Advisors#46 · 20,000 sh | 20,000 | $500.8K | 0.14% | 0.0% |
| 47 | Stratos Wealth Partners, LTD.#47 · 19,612 sh | 19,612 | $491.1K | <0.01% | +0.2% |
| 48 | Welch Group#48 · 19,298 sh | 19,298 | $483.2K | 0.02% | 0.0% |
| 49 | AMERIPRISE FINANCIAL#49 · 18,541 sh | 18,541 | $464.3K | <0.01% | -6.5% |
| 50 | Capital Investment Advisors#50 · 18,368 sh | 18,368 | $459.9K | — | 0.0% |
| 51 | WEALTH ENHANCEMENT ADVISORY SERVICES#51 · 16,645 sh | 16,645 | $436.1K | — | +45.2% |
| 52 | BRADLEY FOSTER & SARGENT#52 · 16,521 sh | 16,521 | $413.7K | <0.01% | -3.2% |
| 53 | KINGSWOOD WEALTH ADVISORS#53 · 14,774 sh | 14,774 | $369.9K | — | +18.8% |
| 54 | Ironwood Financial#54 · 12,300 sh | 12,300 | $345.1K | — | 0.0% |
| 55 | INGALLS & SNYDER#55 · 13,173 sh | 13,173 | $330.0K | <0.01% | -27.9% |
| 56 | Caption Management#56 · 12,663 sh | 12,663 | $317.1K | <0.01% | New |
| 57 | FIRST FINANCIAL BANKSHARES#57 · 12,000 sh | 12,000 | $300.5K | <0.01% | 0.0% |
| 58 | Quadrature Capital Ltd#58 · 11,937 sh | 11,937 | $298.9K | <0.01% | -0.6% |
| 59 | CIBC Bancorp USA#59 · 10,144 sh | 10,144 | $254.0K | <0.01% | New |
| 60 | Clark Asset Management#60 · 10,000 sh | 10,000 | $250.4K | — | 0.0% |
| 61 | Foundations Investment Advisors#61 · 9,950 sh | 9,950 | $249.1K | <0.01% | New |
| 62 | Ethos Financial Group#62 · 8,500 sh | 8,500 | $247.7K | 0.02% | New |
| 63 | REUTER JAMES WEALTH MANAGEMENT#63 · 9,271 sh | 9,271 | $232.1K | — | New |
| 64 | Toroso Investments#64 · 8,441 sh | 8,441 | $211.4K | <0.01% | New |
| 65 | Post Resch Tallon Group#65 · 8,402 sh | 8,402 | $210.4K | — | New |
| 66 | Argent#66 · 8,000 sh | 8,000 | $200.3K | <0.01% | New |
| 67 | Union Bankshares#67 · 7,598 sh | 7,598 | $190.2K | <0.01% | 0.0% |
| 68 | PNC FINANCIAL SERVICES GROUP#68 · 5,912 sh | 5,912 | $148.0K | <0.01% | 0.0% |
| 69 | Integrated Wealth Concepts#69 · 4,557 sh | 4,557 | $114.1K | <0.01% | New |
| 70 | State of Wyoming#70 · 3,851 sh | 3,851 | $96.4K | <0.01% | -75.1% |
| 71 | NewEdge Advisors#71 · 3,493 sh | 3,493 | $87.5K | <0.01% | New |
| 72 | Pinnacle Wealth Planning Services#72 · 2,820 sh | 2,820 | $70.6K | <0.01% | -0.6% |
| 73 | SIMPLEX TRADING#73 · 2,664 sh | 2,664 | $66.7K | 0.00% | +417.3% |
| 74 | CX Institutional#74 · 2,109 sh | 2,109 | $53.0K | — | +80.3% |
| 75 | Lummis Asset Management#75 · 1,850 sh | 1,850 | $46.3K | 0.03% | 0.0% |
| 76 | Signature Resources Capital Management#76 · 1,800 sh | 1,800 | $45.1K | — | 0.0% |
| 77 | Access Investment Management#77 · 1,800 sh | 1,800 | $45.1K | — | -40.0% |
| 78 | Geneos Wealth Management#78 · 1,500 sh | 1,500 | $37.6K | <0.01% | 0.0% |
| 79 | SIGNATUREFD#79 · 1,416 sh | 1,416 | $35.5K | — | +1527.6% |
| 80 | BNP PARIBAS FINANCIAL MARKETS#80 · 1,262 sh | 1,262 | $31.6K | 0.00% | -50.9% |
| 81 | OSAIC#81 · 1,212 sh | 1,212 | $30.3K | 0.00% | +4.3% |
| 82 | BEACON INVESTMENT ADVISORY SERVICES#82 · 1,000 sh | 1,000 | $25.0K | — | 0.0% |
| 83 | United Financial Planning Group#83 · 1,000 sh | 1,000 | $25.0K | 0.01% | New |
| 84 | Smartleaf Asset Management#84 · 1,000 sh | 1,000 | $25.0K | <0.01% | 0.0% |
| 85 | JNBA Financial Advisors#85 · 579 sh | 579 | $14.5K | <0.01% | New |
| 86 | BOK Financial Private Wealth#86 · 490 sh | 490 | $12.3K | <0.01% | New |
| 87 | WEBSTER BANK, N. A.#87 · 417 sh | 417 | $10.4K | <0.01% | 0.0% |
| 88 | HARBOUR INVESTMENTS#88 · 387 sh | 387 | $9.7K | <0.01% | 0.0% |
| 89 | Medallion Wealth Advisors#89 · 384 sh | 384 | $9.6K | <0.01% | 0.0% |
| 90 | WealthCollab#90 · 324 sh | 324 | $8.1K | <0.01% | 0.0% |
| 91 | Allworth Financial#91 · 300 sh | 300 | $7.5K | 0.00% | New |
| 92 | SJS Investment Consulting#92 · 201 sh | 201 | $5.0K | — | 0.0% |
| 93 | Fortis Group Advisors#93 · 200 sh | 200 | $5.0K | <0.01% | 0.0% |
| 94 | CoreCap Advisors#94 · 200 sh | 200 | $5.0K | — | 0.0% |
| 95 | PFS Partners#95 · 200 sh | 200 | $5.0K | — | 0.0% |
| 96 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#96 · 200 sh | 200 | $5.0K | <0.01% | 0.0% |
| 97 | ASSETMARK#97 · 189 sh | 189 | $4.7K | — | -5.5% |
| 98 | Tower Research Capital (TRC)#98 · 147 sh | 147 | $3.7K | <0.01% | -88.1% |
| 99 | Buck Wealth Strategies#99 · 100 sh | 100 | $2.5K | <0.01% | New |
| 100 | TD Waterhouse Canada#100 · 45 sh | 45 | $1.1K | — | 0.0% |
Funds that sold out of PBT in Q2 2026 (10)
Held PBT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Hosking Partners LLP280,292 sh | 280,292 | $6.0M |
| Waverly Advisors12,666 sh | 12,666 | $272.6K |
| Russell Investments Group, Ltd.8,039 sh | 8,039 | $173.0K |
| Golden State Wealth Management2,446 sh | 2,446 | $52.6K |
| BARCLAYS PLC1,803 sh | 1,803 | $38.8K |
| JONES FINANCIAL COMPANIES LLLP303 sh | 303 | $6.7K |
| Western Wealth Management140 sh | 140 | $3.0K |
| MCGUIRE CAPITAL ADVISORS47 sh | 47 | $1.0K |
| Farther Finance Advisors25 sh | 25 | $512.00 |
| CITIGROUP10 sh | 10 | $215.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.