PATTERSON UTI ENERGY INC (PTEN) — Institutional Holders, Q2 2026 (page 5)
439 institutional investment managers reported a PTEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 439. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PTEN 13F holders ranked 401–439 of 439
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Financial Management Professionals#401 · 100 sh | 100 | $918.00 | — | New |
| 402 | FINANCIAL CONSULATE#402 · 100 sh | 100 | $918.00 | — | New |
| 403 | CoreCap Advisors#403 · 92 sh | 92 | $840.00 | — | +124.4% |
| 404 | JFS WEALTH ADVISORS#404 · 91 sh | 91 | $836.00 | 0.00% | New |
| 405 | SWAN Capital#405 · 90 sh | 90 | $826.00 | <0.01% | New |
| 406 | Rossby Financial, LCC#406 · 85 sh | 85 | $780.00 | <0.01% | 0.0% |
| 407 | Arlington#407 · 81 sh | 81 | $744.00 | — | 0.0% |
| 408 | Plante Moran Financial Advisors#408 · 78 sh | 78 | $716.00 | 0.00% | New |
| 409 | Wilkerson Advisory Group#409 · 68 sh | 68 | $626.00 | — | 0.0% |
| 410 | BROWN BROTHERS HARRIMAN#410 · 65 sh | 65 | $597.00 | 0.00% | 0.0% |
| 411 | TD PRIVATE CLIENT WEALTH#411 · 57 sh | 57 | $523.00 | 0.00% | New |
| 412 | Fortitude Family Office#412 · 57 sh | 57 | $523.00 | — | New |
| 413 | HUNTINGTON NATIONAL BANK#413 · 56 sh | 56 | $514.00 | 0.00% | +47.4% |
| 414 | Rialto Wealth Management#414 · 55 sh | 55 | $505.00 | <0.01% | New |
| 415 | Creative Capital Management Investments#415 · 47 sh | 47 | $431.00 | <0.01% | New |
| 416 | AMERIFLEX GROUP#416 · 44 sh | 44 | $404.00 | <0.01% | New |
| 417 | GILPIN WEALTH MANAGEMENT#417 · 41 sh | 41 | $377.00 | — | +5.1% |
| 418 | Trust Co#418 · 40 sh | 40 | $367.00 | — | 0.0% |
| 419 | Ankerstar Wealth#419 · 38 sh | 38 | $349.00 | <0.01% | 0.0% |
| 420 | JPL Wealth Management#420 · 27 sh | 27 | $248.00 | 0.00% | 0.0% |
| 421 | HFM Investment Advisors#421 · 24 sh | 24 | $221.00 | <0.01% | New |
| 422 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#422 · 24 sh | 24 | $220.00 | 0.00% | -78.2% |
| 423 | Abound Wealth Management#423 · 20 sh | 20 | $184.00 | — | 0.0% |
| 424 | Davis Capital Management#424 · 18 sh | 18 | $165.00 | — | New |
| 425 | DiNuzzo Private Wealth#425 · 15 sh | 15 | $138.00 | — | New |
| 426 | Transamerica Financial Advisors#426 · 10 sh | 10 | $91.00 | 0.00% | 0.0% |
| 427 | Dunhill Financial#427 · 6 sh | 6 | $59.00 | 0.00% | 0.0% |
| 428 | Steward Partners Investment Advisory#428 · 5 sh | 5 | $46.00 | 0.00% | New |
| 429 | DecisionPoint Financial#429 · 4 sh | 4 | $35.00 | 0.00% | New |
| 430 | CDKV#430 · 3 sh | 3 | $28.00 | 0.00% | 0.0% |
| 431 | MARYLAND CAPITAL ADVISORS#431 · 2 sh | 2 | $19.00 | — | — |
| 432 | Bay Harbor Wealth Management#432 · 2 sh | 2 | $18.00 | 0.00% | New |
| 433 | HighMark Wealth Management#433 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 434 | Capital Advisors, Ltd.#434 · 11 sh | 11 | $0.00 | 0.00% | 0.0% |
| 435 | Centerpoint Advisors#435 · 50 sh | 50 | $0.00 | 0.00% | 0.0% |
| 436 | Evolution Advisers#436 · 37 sh | 37 | $0.00 | 0.00% | New |
| 437 | Navigoe#437 · 9 sh | 9 | $0.00 | 0.00% | New |
| 438 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#438 · 393,572 sh | 393,572 | — | — | -7.5% |
| 439 | Quantum Portfolio Management#439 · 7,916 sh | 7,916 | — | — | -37.7% |
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.