Permian Basin Royalty Trust

Historical 13F Holders

Symbol
PBT
CUSIP
714236106
All holders as of
Q2 2026
Type
Equity
Class
UNIT BEN INT
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 714236106 since 12/18/2024, largest first.

Filer % of Class Filed
Horizon Kinetics Asset Management LLC 13G/A
13.7% 4/29/2026
Event 3/31/2026
SoftVest Advisors, LLC 13D/A
13.3% 7/29/2026
Event 7/28/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 4 12.2 k $298 k
2026 Q2 104 20.2 M $505 M
2026 Q1 102 20.1 M $433 M
2025 Q4 112 20.4 M $346 M
2025 Q3 102 19.6 M $359 M
2025 Q2 106 19.3 M $241 M
2025 Q1 100 14.9 M $148 M
2024 Q4 102 14.4 M $160 M
2024 Q3 95 13.4 M $160 M
2024 Q2 88 13.2 M $148 M
2024 Q1 89 13.4 M $162 M
2023 Q4 86 13.8 M $193 M
2023 Q3 95 13.3 M $283 M
2023 Q2 93 13.1 M $326 M
2023 Q1 90 13.2 M $322 M
2022 Q4 92 12.6 M $317 M
2022 Q3 87 11.6 M $189 M
2022 Q2 69 10.5 M $173 M
2022 Q1 72 9.15 M $114 M
2021 Q4 70 7.69 M $78.6 M
2021 Q3 48 4.75 M $27.2 M
2021 Q2 50 4.46 M $25.1 M
2021 Q1 50 4.43 M $17.6 M
2020 Q4 48 4.07 M $13.5 M
2020 Q3 51 2.96 M $7.35 M
2020 Q2 56 3.19 M $10.5 M
2020 Q1 59 3.67 M $10.3 M
2019 Q4 67 4.26 M $16.5 M
2019 Q3 64 4.44 M $23.0 M
2019 Q2 72 4.52 M $27.5 M
2019 Q1 70 4.19 M $31.6 M
2018 Q4 69 4.77 M $28.1 M
2018 Q3 67 5.20 M $41.5 M
2018 Q2 63 5.52 M $51.5 M
2018 Q1 70 4.91 M $47.4 M
2017 Q4 68 4.81 M $42.6 M
2017 Q3 74 4.58 M $39.9 M
2017 Q2 77 4.89 M $42.6 M
2017 Q1 76 4.66 M $43.5 M
2016 Q4 70 4.79 M $37.0 M
2016 Q3 69 5.02 M $35.0 M
2016 Q2 68 5.32 M $39.0 M
2016 Q1 69 5.26 M $32.4 M
2015 Q4 71 5.29 M $26.6 M
2015 Q3 65 5.69 M $34.8 M
2015 Q2 78 5.77 M $46.5 M
2015 Q1 91 6.22 M $50.9 M
2014 Q4 95 6.90 M $65.9 M
2014 Q3 97 5.51 M $74.8 M
2014 Q2 100 5.73 M $81.6 M
2014 Q1 90 5.98 M $78.9 M