$PBT

$33.08 -$0.51 (1.52%) Close

$PBT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 46.6M shares outstanding

Who owns PBT?

By type of holder

Institutions 43.2% Insiders 0.0% Everyone else 56.8%

Concentration Top 10 holders own 36.9%

Horizon Kinetics Asset Management LLC 14.4% · SoftVest Advisors, LLC 13.3%

Institutional ownership

43.2%

+0.1 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+39.8K

by institutions in Q2 2026

New / sold out

14 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Horizon Kinetics Asset Management LLC +349.6K
Commonwealth Equity Services, LLC +155.2K

Biggest sellers in Q2 2026

Hosking Partners LLP SOLD OUT −280.3K
MSRH, LLC SOLD OUT −240.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Permian Basin Royalty Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Permian Basin Royalty Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years73% 3–5 years17% 1–3 years6% Under 1 year5%

Quarterly turnover

4.9%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting PBT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HK Horizon Kinetics Asset Management LLC	6.7M	14.44%	+349.6K (+5.5%)	≤2021	1.9%
Shares held by quarter Peak holding6.7M (Q2'26) Change over 8 quarters+3.0M Share of the company14.440% Horizon Kinetics Asset Management LLC's full portfolio →
SA SoftVest Advisors, LLC 13D · 13.3%	6.2M	13.34%	Unchanged	≤2021	16.9%
Shares held by quarter Peak holding6.2M (Q3'25) Change over 8 quarters+1.8M Share of the company13.340% Disclosed stake13D · 13.3% SoftVest Advisors, LLC's full portfolio →

Horizon Kinetics Asset Management LLC

6.7M

% of company

14.44%

Change vs last qtr

+349.6K (+5.5%)

Held since

≤2021

SoftVest Advisors, LLC

13D · 13.3%

6.2M

% of company

13.34%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

See every manager holding Permian Basin Royalty Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PBT on Form N-PORT; together they hold 6.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
HK Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust	$42.6M	1.7M	3.65%	2.89%	June 30, 2026
AM Ave Maria Value Fund Schwartz Investment Trust	$20.8M	830.2K	1.78%	3.87%	June 30, 2026

Horizon Kinetics Inflation Beneficiaries ETF

Listed Funds Trust

Position value

$42.6M

% of company

3.65%

% of the fund

2.89%

As of

June 30, 2026

Ave Maria Value Fund

Schwartz Investment Trust

Position value

$20.8M

% of company

1.78%

% of the fund

3.87%

As of

June 30, 2026

12 more funds behind a free account

See every fund holding Permian Basin Royalty Trust and how much of the fund the position is.

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