Permian Basin Royalty Trust
Ownership
Ownership Structure
Who owns Permian Basin Royalty Trust (PBT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 76.6% of the shares are freely tradable; institutional investors hold 43.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Horizon Asset Management Inc/ny | 13.69 | 6,379,692 | +3.1 | 03/31/2026 |
| SoftVest Advisors LLC | 13.34 | 6,217,107 | +0.0 | 06/30/2026 |
| MRM-HORIZON ADVISORS LLC | 2.16 | 1,005,152 | +0.2 | 06/30/2026 |
| Schwartz Investment Counsel Inc | 2.00 | 933,719 | +0.0 | 06/30/2026 |
| Foundation Resource Management Inc | 1.34 | 626,331 | -0.6 | 06/30/2026 |
| Moors & Cabot Inc | 1.22 | 570,161 | -3.1 | 06/30/2026 |
| Commonwealth Equity Services, LLC | 0.91 | 424,229 | +57.7 | 06/30/2026 |
| SEI Investments Co | 0.91 | 422,000 | +116.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Horizon Kinetics Inflation Bnfcrs ETF | 3.65 | 1,701,245 | +0.0 | 08/31/2026 |
| Ave Maria Value | 1.78 | 830,219 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.