$22.39
+0.05 (+0.22%)
Market Cap
$1.0B
Shares Outstanding
46,608,796
Institutional Holders
92
Total Inst. Value
$88.6M
% of Float Held
41.8%
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
19
Closed Positions
12
Increased
27
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $41.0M | 4,134,327 |
| 2 | SCHWARTZ INVESTMENT COUNSEL INC | $14.7M | 1,486,902 |
| 3 | Moors & Cabot, Inc. | $5.0M | 507,293 |
| 4 | MAD RIVER INVESTORSNew | $4.7M | 471,693 |
| 5 | Hosking Partners LLP | $3.0M | 304,966 |
| 6 | WELLS FARGO & COMPANY/MN | $2.4M | 244,514 |
| 7 | Beacon Pointe Advisors, LLC | $1.4M | 138,509 |
| 8 | PROMETHIUM ADVISORS,LLC | $1.3M | 131,829 |
| 9 | MORGAN STANLEY | $1.3M | 129,697 |
| 10 | OFI INVEST ASSET MANAGEMENT | $1.1M | 124,017 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | +188K | $41.0M |
| SCHWARTZ INVESTMENT COUNSEL INC | +100K | $14.7M |
| MAD RIVER INVESTORSNew | +472K | $4.7M |
| WELLS FARGO & COMPANY/MN | +11K | $2.4M |
| PROMETHIUM ADVISORS,LLC | +42K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Moors & Cabot, Inc. | -87K | $5.0M |
| LPL Financial LLC | -55K | $2K |
| RAYMOND JAMES FINANCIAL INC | -30K | $261K |
| MORGAN STANLEY | -16K | $1.3M |
| FOUNDATION RESOURCE MANAGEMENT INC | -15K | $6K |
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Frequently Asked Questions
How many institutional investors hold PBT?
As of Q1 2025, 92 institutional investors report holding PBT (Permian Basin Royalty Trust) in their 13F filings.
What percentage of Permian Basin Royalty Trust is owned by institutions?
Institutional investors hold approximately 41.8% of Permian Basin Royalty Trust's float as reported in SEC 13F filings.
Which hedge fund owns the most PBT?
The largest institutional holder of PBT is HORIZON KINETICS ASSET MANAGEMENT LLC with $41.0M in shares.
Are institutions buying or selling PBT?
This quarter, 19 institutions opened new positions in PBT and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.