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5%+ stakes · Schedule 13D and 13G

Patterson-UTI Energy, Inc.: 5%+ holders

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Who has reported owning 5% or more of Patterson-UTI Energy, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Patterson-UTI Energy, Inc. The largest reported stake is Vanguard Portfolio Management's, at 7.16%. 6 filings are on record since August 8, 2025 (Schedule 13G, April 29, 2026).

Dimensional Fund Advisors LP also filed stake reports on 366 other companies ↓

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Key facts

  • · Reporting person: BEP Diamond Topco L.P. · Sole voting: 2,102,773 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 2,102,773 · SCHEDULE 13G/A, 2026-05-01
  • · Reporting person: Vanguard Capital Management · Sole voting: 2,638,211 · Shared voting: 0 · Sole dispositive: 19,259,019 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-30
  • · Reporting person: Vanguard Portfolio Management · Sole voting: 133,438 · Shared voting: 0 · Sole dispositive: 27,192,996 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-29
  • · Reporting person: Dimensional Fund Advisors LP · Sole voting: 20,807,923 · Shared voting: 0 · Sole dispositive: 21,211,576 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-09
  • · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
At 5% or more3
Filings6
Latest filing2026-05-01

Patterson-UTI Energy, Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-08. 3 holders' latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management7.16%27,192,996SCHEDULE 13G, 2026-04-292026-03-31
Dimensional Fund Advisors LP5.6%21,211,576SCHEDULE 13G, 2026-04-092026-03-31
Vanguard Capital Management5.07%19,259,019SCHEDULE 13G, 2026-04-302026-03-31
BEP Diamond Aggregator L.P.1.9%7,139,403SCHEDULE 13G/A, 2026-05-012026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on Patterson-UTI Energy, Inc. and the records around it.

Patterson-UTI Energy, Inc. elsewhere on the record

Companies that share a holder

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on Patterson-UTI Energy, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management133,438027,192,9960SCHEDULE 13G, 2026-04-29
Dimensional Fund Advisors LP20,807,923021,211,5760SCHEDULE 13G, 2026-04-09
Vanguard Capital Management2,638,211019,259,0190SCHEDULE 13G, 2026-04-30
BEP Diamond Topco L.P.2,102,773002,102,773SCHEDULE 13G/A, 2026-05-01
BEP Diamond Topco LLC2,102,773002,102,773SCHEDULE 13G/A, 2026-05-01
BEP Diamond Aggregator L.P.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
BCP VII/BEP II Holdings Manager L.L.C.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Blackstone Energy Management Associates II L.L.C.07,139,40307,139,403SCHEDULE 13G/A, 2026-05-01
Blackstone Management Associates VII L.L.C.07,139,40307,139,403SCHEDULE 13G/A, 2026-05-01
Bma Vii L.L.C.07,139,40307,139,403SCHEDULE 13G/A, 2026-05-01
Blackstone EMA II L.L.C.07,139,40307,139,403SCHEDULE 13G/A, 2026-05-01
Blackstone Holdings III L.P.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Blackstone Holdings III GP L.P.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Blackstone Holdings III GP Management L.L.C.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Blackstone Inc.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Blackstone Group Management L.L.C.7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01
Stephen A. Schwarzman7,139,40305,036,6302,102,773SCHEDULE 13G/A, 2026-05-01

The latest filing identifies Patterson-UTI Energy, Inc. by CUSIP 703481101 and gives its principal executive office as 10713 WEST SAM HOUSTON PARKWAY NORTH, SUITE 800, HOUSTO, TX 77064 (SCHEDULE 13G/A, 2026-05-01).

Timeline

FiledHolderPercentFiling
2025-08-08BEP Diamond Aggregator L.P.7.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP5.6%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management7.16%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.07%SCHEDULE 13G
2026-05-01BEP Diamond Aggregator L.P.1.9%SCHEDULE 13G/A

Questions about who owns Patterson-UTI Energy, Inc.

Who owns Patterson-UTI Energy, Inc.?

On this page, 3 holders' latest ownership filings report 5% or more of Patterson-UTI Energy, Inc.: Vanguard Portfolio Management (7.16%, Schedule 13G, filed 2026-04-29), Dimensional Fund Advisors LP (5.6%, Schedule 13G, filed 2026-04-09) and Vanguard Capital Management (5.07%, Schedule 13G, filed 2026-04-30).

Who are the largest shareholders of Patterson-UTI Energy, Inc.?

By the share each holder's latest filing reports, the largest holders of Patterson-UTI Energy, Inc. on this page are Vanguard Portfolio Management (7.16%), Dimensional Fund Advisors LP (5.6%) and Vanguard Capital Management (5.07%).

When did Vanguard Portfolio Management buy into Patterson-UTI Energy, Inc.?

The filings give report dates, not purchase dates. The earliest filing from Vanguard Portfolio Management on this page is the Schedule 13G, filed 2026-04-29, reporting 7.16%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/patterson-uti-energy
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Patterson-UTI Energy, Inc.? 3 holders at 5% or more, largest Vanguard Portfolio Management 7.16%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/patterson-uti-energy