PERMIAN BASIN ROYALTY TRUST
Institutional Ownership & Holdings Analysis
About
permian-basin-royalty-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SoftVest Advisors, LLC(2025-03-31) | $43.9M |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC(2025-03-31) | $41.0M |
| 3 | SCHWARTZ INVESTMENT COUNSEL INC(2025-03-31) | $14.7M |
| 4 | FOUNDATION RESOURCE MANAGEMENT INC(2025-03-31) | $6.4M |
| 5 | Moors & Cabot, Inc.(2025-03-31) | $5.0M |
| 6 | MAD RIVER INVESTORS(2025-03-31) | $4.7M |
| 7 | Hosking Partners LLP(2025-03-31) | $3.0M |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $2.5M |
| 9 | WELLS FARGO & COMPANY/MN(2025-03-31) | $2.4M |
| 10 | LPL Financial LLC(2025-03-31) | $2.3M |
| 11 | Beacon Pointe Advisors, LLC(2025-03-31) | $1.4M |
| 12 | PROMETHIUM ADVISORS,LLC(2025-03-31) | $1.3M |
| 13 | MORGAN STANLEY(2025-03-31) | $1.3M |
| 14 | Pathstone Holdings, LLC(2025-03-31) | $1.2M |
| 15 | Lido Advisors, LLC(2025-03-31) | $1.2M |
| 16 | OFI INVEST ASSET MANAGEMENT(2025-03-31) | $1.1M |
| 17 | BWM Planning, LLC(2025-03-31) | $1.0M |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP(2025-03-31) | $993.0K |
| 19 | Capital Analysts, LLC(2025-03-31) | $765.0K |
| 20 | UBS Group AG(2025-03-31) | $671.8K |
As of 2025-03-31
Value:$43.9M
As of 2025-03-31
Value:$41.0M
As of 2025-03-31
Value:$14.7M
As of 2025-03-31
Value:$6.4M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.7M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.5M
As of 2025-03-31
Value:$2.4M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$1.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$993.0K
As of 2025-03-31
Value:$765.0K
#20UBS Group AG
As of 2025-03-31
Value:$671.8K
Total Institutional Holders:106
Top 10 Holders Own:84.0%