Permian Basin Royalty Trust (PBT) Ownership
PBT ownership summary
as of October 18, 2026- Institutions
- 43.9% of shares outstanding
- Insiders
- 10.03% of shares outstanding
- Shares outstanding
- 46.6M
- Float
- 35.7M shares available to trade
- Short interest
- 0.93% 278K shares short
- Days to cover
- 2.85 short interest down 14.3% vs prior month
- Institutions 43.92%
- Insiders 10.03%
- Other investors 46.04%
PBT top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Horizon Asset Management Inc/ny | 14.44% | 6.7M | $223.0M | +349,597 (+5.5%) | June 30, 2026 |
| 2 | SoftVest Advisors LLC | 13.34% | 6.2M | $206.0M | — | June 30, 2026 |
| 3 | MRM-HORIZON ADVISORS LLC | 2.16% | 1.0M | $33.3M | +2,012 (+0.2%) | June 30, 2026 |
| 4 | Schwartz Investment Counsel Inc | 2.00% | 934K | $30.9M | — | June 30, 2026 |
| 5 | Foundation Resource Management Inc | 1.34% | 626K | $20.8M | −3,876 (−0.6%) | June 30, 2026 |
| 6 | Moors & Cabot Inc | 1.22% | 570K | $18.9M | −18,481 (−3.1%) | June 30, 2026 |
| 7 | Commonwealth Equity Services, LLC | 0.91% | 424K | $14.1M | +155,244 (+57.7%) | June 30, 2026 |
| 8 | HRT FINANCIAL LLC | 0.59% | 276K | $9.1M | +105,179 (+61.6%) | June 30, 2026 |
| 9 | Advisory Services Network, LLC | 0.54% | 250K | $8.3M | −1,841 (−0.7%) | June 30, 2026 |
| 10 | MSRH, LLC | 0.52% | 240K | $8.0M | +1,302 (+0.5%) | March 31, 2026 |
| 11 | Wells Fargo & Co | 0.47% | 220K | $7.3M | −11,004 (−4.8%) | June 30, 2026 |
| 12 | Beacon Pointe Advisors, LLC | 0.46% | 213K | $7.1M | +55,470 (+35.1%) | June 30, 2026 |
| 13 | SEI Investments Co | 0.45% | 211K | $7.0M | −211,000 (−50.0%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | 0.44% | 206K | $6.8M | −94,753 (−31.5%) | June 30, 2026 |
| 15 | Steel Peak Wealth Management LLC | 0.43% | 199K | $6.6M | +8,346 (+4.4%) | June 30, 2026 |
| 16 | LPL Financial Corp | 0.42% | 198K | $6.6M | −13,524 (−6.4%) | June 30, 2026 |
| 17 | Lido Advisors, LLC | 0.25% | 118K | $3.9M | −4,195 (−3.4%) | June 30, 2026 |
| 18 | JPMorgan Chase & Co | 0.23% | 109K | $3.6M | −17,200 (−13.6%) | June 30, 2026 |
| 19 | BWM Planning, LLC | 0.22% | 104K | $3.5M | — | June 30, 2026 |
| 20 | Atlas Wealth Partners LLC | 0.18% | 82K | $2.7M | +1,097 (+1.4%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 678K shares and 9 cut 376K.
PBT top mutual fund and ETF holders
12 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Horizon Kinetics Inflation Bnfcrs ETF | 3.66% | 1.7M | $56.5M | +4,212 (+0.2%) | September 30, 2026 |
| 2 | Ave Maria Value | 1.78% | 830K | $27.5M | — | August 31, 2026 |
| 3 | Kinetics Market Opportunities No Load | 0.27% | 127K | $4.2M | — | June 30, 2026 |
| 4 | Ave Maria Value Focused | 0.21% | 100K | $3.3M | — | August 31, 2026 |
| 5 | Kinetics Small Cap Opportunities No Load | 0.21% | 100K | $3.3M | — | June 30, 2026 |
| 6 | Kinetics Global No Load | 0.09% | 40K | $1.3M | — | June 30, 2026 |
| 7 | 1290 VT Small Cap Value K | 0.06% | 26K | $858,326 | — | August 31, 2026 |
| 8 | Even Herd Long Short ETF | 0.03% | 14K | $451,466 | — | September 30, 2026 |
| 9 | Kinetics Internet No Load | 0.03% | 13K | $415,907 | — | June 30, 2026 |
| 10 | Horizon Kinetics Texas ETF | 0.02% | 8,000 | $265,120 | — | September 30, 2026 |
| 11 | Horizon Kinetics Energy Remediation ETF | 0.02% | 7,760 | $257,166 | — | September 30, 2026 |
| 12 | Prospera Income ETF | <0.01% | 938 | $31,085 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
PBT shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns PBT
Institutional investors own 43.9% of Permian Basin Royalty's shares and insiders 10.03%. The largest holder is Horizon Asset Management Inc/ny with 14.44% of the shares (6.7M), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 9 reduced their stake in the latest filings. Short interest is 0.93% of the float, or 2.85 days of average trading volume.
Related: PBT key metrics, PBT dividend history. See the PBT stock overview for the latest quote and news.
PBT ownership FAQ
Who owns the most Permian Basin Royalty stock?
The largest shareholders of Permian Basin Royalty are Horizon Asset Management Inc/ny (14.44%), SoftVest Advisors LLC (13.34%), MRM-HORIZON ADVISORS LLC (2.16%), Schwartz Investment Counsel Inc (2.00%), Foundation Resource Management Inc (1.34%).
What percentage of Permian Basin Royalty is owned by institutions?
Institutions hold 43.9% of Permian Basin Royalty's shares outstanding; insiders hold 10.03%.
Which funds own Permian Basin Royalty?
The largest fund holders of Permian Basin Royalty are Horizon Kinetics Inflation Bnfcrs ETF (3.66%), Ave Maria Value (1.78%), Kinetics Market Opportunities No Load (0.27%), Ave Maria Value Focused (0.21%), Kinetics Small Cap Opportunities No Load (0.21%).
What is Permian Basin Royalty's short interest?
278K shares of Permian Basin Royalty were sold short, 0.93% of the float; at the average daily volume it would take 2.85 days to cover.
How many shares of Permian Basin Royalty are outstanding?
Permian Basin Royalty has 46.6M shares outstanding, of which 35.7M are in the public float.