Permian Basin Royalty Trust

NYSE:PBT Stock Report

Market Cap: US$900.9m

Permian Basin Royalty Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:PBT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Jul 25BuyUS$1,358,196Softvest Advisors, LLCCompany112,507US$12.80

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of PBT?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders4,685,19910.1%
VC/PE Firms6,217,10713.3%
Institutions12,950,48527.8%
General Public22,756,00548.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 48.57% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.3%
Softvest Advisors, LLC
6,217,107US$120.2m0.17%23.42%
12.5%
Horizon Kinetics Holding Corporation
5,839,825US$112.9m41.3%1.22%
7.24%
Loyd Powell
3,372,195US$65.2m0%no data
2.76%
Gideon Powell
1,287,004US$24.9m0%no data
2.11%
Schwartz Investment Counsel, Inc.
984,672US$19.0m-32.1%0.63%
1.98%
MRM-Horizon Advisors, LLC
922,230US$17.8m4.33%7.35%
1.38%
Foundation Resource Management, Inc.
642,507US$12.4m-0.12%1.77%
1.14%
Moors & Cabot, Inc.
530,208US$10.2m4.52%0.44%
0.66%
Hosking Partners LLP
307,453US$5.9m-0.36%0.17%
0.63%
Morgan Stanley
293,492US$5.7m126%no data
0.62%
Commonwealth Equity Services, LLC
290,577US$5.6m9.35%0.01%
0.53%
Advisory Services Network, LLC
246,391US$4.8m328%0.07%
0.53%
Wells Fargo & Company
245,398US$4.7m0.36%no data
0.5%
LPL Financial LLC
233,704US$4.5m-0.89%no data
0.38%
Group One Trading LLC
174,980US$3.4m-11.5%0.1%
0.3%
Citadel Advisors LLC
142,059US$2.7m160%no data
0.3%
Beacon Pointe Advisors, LLC
138,593US$2.7m0.06%0.03%
0.27%
Ofi Invest Asset Management
124,017US$2.4m0%0.04%
0.25%
Lido Advisors, LLC
117,842US$2.3m-0.84%0.01%
0.22%
BWM Planning LLC
104,397US$2.0m0.65%0.59%
0.21%
JPMorgan Chase & Co.
99,374US$1.9m-3.33%no data
0.21%
Bessemer Investment Management LLC
96,021US$1.9m0%no data
0.18%
Atlas Wealth Partners LLC
84,588US$1.6m9.62%1.7%
0.15%
Promethium Advisors, LLC
71,230US$1.4m-46%0.79%
0.15%
HighTower Advisors, LLC
71,093US$1.4m75.4%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/14 23:16
End of Day Share Price 2025/11/14 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Permian Basin Royalty Trust is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard RoyCitigroup Inc