$PTEN

$12.25 +$0.28 (2.34%) Close

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

Ownership

13F as of Q2 2026 · 381.4M shares outstanding

Who owns PTEN?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 56.8%

BlackRock, Inc. 16.5% · Vanguard Portfolio Management LLC 7.1%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

438

+23 vs last qtr

Net shares bought

+3.8M

by institutions in Q2 2026

New / sold out

86 / 63

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Encompass Capital Advisors LLC NEW +5.9M
Franklin Resources Inc +5.0M

Biggest sellers in Q2 2026

Blackstone Inc. −5.0M
Monaco Asset Management SAM −4.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$30.4M

13 notices from 8 people

Shares covered

3.0M

0.80% of the company

Arranged in advance

10%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

William A. Hendricks President & ceo $11.7M
Robert W. Drummond Jr. Director $9.52M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+31.2%

+3.06% a year

Each share's claim on the business

−23.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.09B vs $352M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years73% 3–5 years2% 1–3 years11% Under 1 year14%

Quarterly turnover

14.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PTEN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	62.9M	16.49%	+2.0M (+3.3%)	≤2021	0.0%
Shares held by quarter Peak holding63.7M (Q4'24) Change over 8 quarters+1.6M Share of the company16.490% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	27.2M	7.13%	+144.5K (+0.5%)	≤2021	0.0%
Shares held by quarter Peak holding27.2M (Q2'26) Change over 8 quarters+27.2M Share of the company7.130% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

62.9M

% of company

16.49%

Change vs last qtr

+2.0M (+3.3%)

Held since

≤2021

Vanguard Portfolio Management LLC

27.2M

% of company

7.13%

Change vs last qtr

+144.5K (+0.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Patterson-UTI Energy Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PTEN on Form N-PORT; together they hold 57.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$191M	20.8M	5.46%	0.17%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$154M	13.8M	3.61%	0.57%	May 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$191M

% of company

5.46%

% of the fund

0.17%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$154M

% of company

3.61%

% of the fund

0.57%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Patterson-UTI Energy Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HW Hendricks William Andrew JR Insider	2.0M	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% Hendricks William Andrew JR's insider activity →
BK Berns Kenneth N Insider	1.1M	0.28%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.280% Berns Kenneth N's insider activity →

Hendricks William Andrew JR

Insider

2.0M

% of company

0.54%

Change vs last qtr

—

Held since

—

Berns Kenneth N

Insider

1.1M

% of company

0.28%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Patterson-UTI Energy Inc.

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