Who Owns PERMIAN BASIN (PBT)? -- Institutional Holders (2026-06-30)

112 institutions reported holding $514.8M of PERMIAN BASIN (PBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($168.5M), SoftVest Advisors, LLC ($155.7M), MAD RIVER INVESTORS ($25.2M), SCHWARTZ INVESTMENT COUNSEL INC ($23.4M), FOUNDATION RESOURCE MANAGEMENT INC ($15.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HORIZON KINETICS ASSET MANAGEMENT LLC	$168.5M	6.7M	Added
2	SoftVest Advisors, LLC	$155.7M	6.2M	Hold
3	MAD RIVER INVESTORS	$25.2M	1.0M	Added
4	SCHWARTZ INVESTMENT COUNSEL INC	$23.4M	933,719	Hold
5	FOUNDATION RESOURCE MANAGEMENT INC	$15.7M	626,331	Trimmed
6	Moors & Cabot, Inc.	$14.3M	570,161	Trimmed
7	COMMONWEALTH EQUITY SERVICES, LLC	$10.6M	424,229	Added
8	PEAK6 LLC	$7.5M	300,400	New
9	HRT FINANCIAL LP	$6.9M	276,005	Added
10	Advisory Services Network, LLC	$6.2M	249,595	Trimmed
11	WELLS FARGO & COMPANY/MN	$5.5M	219,718	Trimmed
12	SteelPeak Wealth, LLC	$5.3M	199,449	Trimmed
13	Beacon Pointe Advisors, LLC	$5.3M	213,303	Added
14	SEI INVESTMENTS CO	$5.3M	211,000	Trimmed
15	MORGAN STANLEY	$5.2M	206,151	Trimmed
16	LPL Financial LLC	$5.0M	197,716	Trimmed
17	Lido Advisors, LLC	$3.0M	117,842	Trimmed
18	JPMORGAN CHASE & CO	$2.7M	109,412	Trimmed
19	BWM Planning, LLC	$2.6M	104,397	Hold
20	RAYMOND JAMES FINANCIAL INC	$2.4M	95,270	Added
21	Atlas Wealth Partners, LLC	$2.1M	82,241	Added
22	JANE STREET GROUP, LLC	$1.9M	74,235	Added
23	HighTower Advisors, LLC	$1.8M	70,760	Trimmed
24	PROMETHIUM ADVISORS,LLC	$1.7M	68,298	Hold
25	BANK OF AMERICA CORP /DE/	$1.6M	64,182	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30