Permian Basin Royalty Trust PBT
29.05 USD +0.56 (+1.97%)
Nov 6, 2026, 3:13 PM EST
28.26 Day range 29.44
16.25 52-week range 37.00
- YTD
- +71.08%
- 1 year
- +62.56%
Held by funds
4 US ETFs and mutual funds hold PBT · largest positions
Ownership
Held by insiders 10.03%
Held by institutions 44.27%
Float held by institutions 49.21%
Institutions 112
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 14.44% | 6,729,289 | 191.93M | Jun 29, 2026 |
| SoftVest Advisors, LLC | 13.34% | 6,217,107 | 177.32M | Jun 29, 2026 |
| Mad River Investors | 2.27% | 1,056,366 | 30.13M | Sep 29, 2026 |
| Schwartz Investment Counsel, Inc. | 2.00% | 933,719 | 26.63M | Sep 29, 2026 |
| Foundation Resource Management Inc | 1.28% | 595,636 | 16.99M | Sep 29, 2026 |
| Moors & Cabot, Inc. | 1.22% | 570,161 | 16.26M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | 3.65% | 1,701,245 | 48.52M | Jun 29, 2026 |
| Schwartz Investment Trust-Ave Maria Value Fund | 1.78% | 830,219 | 23.68M | Jun 29, 2026 |
| Kinetics Portfolios Trust-Kinetics Market Opportunities Portfolio | 0.27% | 127,450 | 3.64M | Jun 29, 2026 |
| Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio | 0.21% | 99,600 | 2.84M | Jun 29, 2026 |
| Schwartz Investment Trust-Ave Maria Value Focused Fund | 0.21% | 100,000 | 2.85M | Jun 29, 2026 |
| Kinetics Portfolios Trust-Kinetics Global Portfolio | 0.09% | 40,000 | 1.14M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| OLIVER ERIC L | Beneficial Owner of more than 10% of a Class of Security | Purchase | Jul 2, 2025 | 0 |