Institutional Ownership
Permian Basin Rty Tr
CUSIP 714236106UNIT BEN INTPBTQ1 2026
Institutional Holders
96
13F filers
Shares Held
20.10M
Aggregate institutional
Institutional Value
$426.82M
Q1 2026
Net New Holders
-6
9 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased25
Decreased30
Sold out15
Institutional Holders
96 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Horizon Kinetics Asset Management LLC | 6.38M | $137.29M | +191.9K | Added |
| 2 | Softvest Advisors, LLC | 6.22M | $133.79M | 0 | Held |
| 3 | Mad River Investors | 1.00M | $21.59M | +16.3K | Added |
| 4 | Schwartz Investment Counsel Inc | 933.7K | $20.09M | −33.5K | Reduced |
| 5 | Foundation Resource Management Inc | 630.2K | $13.56M | −12.3K | Reduced |
| 6 | Moors & Cabot, Inc. | 588.6K | $12.67M | +2.9K | Added |
| 7 | Sei Investments Co | 422.0K | $9.08M | +226.6K | Added |
| 8 | Morgan Stanley | 300.9K | $6.48M | +76.2K | Added |
| 9 | Hosking Partners LLP | 280.3K | $6.03M | −66.4K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 269.0K | $5.79M | +9.7K | Added |
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