Permian Basin Royalty Trust: 5%+ holders

As of November 7, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Permian Basin Royalty Trust. The largest reported stake is Horizon Kinetics Asset Management LLC's, at 13.7%. 9 filings are on record since July 2, 2025 (Schedule 13G/A, April 29, 2026).

HORIZON KINETICS ASSET MANAGEMENT LLC also filed stake reports on 13 other companies ↓

Sell to companies like Permian Basin Royalty Trust? Enter your website and see 10 with a filed reason to buy from you this month. Free.

Your website Find my buyers

Opens in a new tab. No signup.

Key facts

• Filing 2026-07-29 · Reporting person: SoftVest Advisors, LLC · Sole voting: 0 · Shared voting: 6,217,107 · Sole dispositive: 0 · Shared dispositive: 6,217,107 · SCHEDULE 13D/A, 2026-07-29
• Filed 2026-05-18 · Holder: SoftVest Advisors, LLC · Percent: 13.3% · SCHEDULE 13D/A
• Filed 2026-04-29 · Holder: Horizon Kinetics Asset Management LLC · Percent: 13.7% · SCHEDULE 13G/A
• Filed 2025-12-29 · Holder: SoftVest Advisors, LLC · Percent: 13.3% · SCHEDULE 13D/A
• Filed 2025-10-16 · Holder: SoftVest Advisors, LLC · Percent: 13.3% · SCHEDULE 13D/A

Permian Basin Royalty Trust has 9 Schedule 13D or 13G filings on record since 2025-07-02. 2 holders' latest filing reports 5% or more of units of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Swipe the table sideways to see every column.

Holding shares or following this stake? See who's behind Permian Basin Royalty Trust and the warning signs.

See Permian Basin Royalty Trust's free Snapshot Watch Permian Basin Royalty Trust: email me the next time it files something

Free to see. No signup.

Keep reading

More on Permian Basin Royalty Trust and the records around it.

Permian Basin Royalty Trust elsewhere on the record

• Who owns it

Companies that share a holder

• HORIZON KINETICS ASSET MANAGEMENT LLC also filed stake reports on 13 other companies: LandBridge Co LLC (Nov 2026), EagleRock Land, LLC (Jul 2026), WhiteHawk Minerals Corp. (Jul 2026)

Want the whole picture on Permian Basin Royalty Trust?

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on Permian Basin Royalty Trust: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Permian Basin Royalty Trust 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

   9 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

Order Full ReportSee a sample report

A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Swipe the table sideways to see every column.

The latest filing identifies Permian Basin Royalty Trust by CUSIP 714236106 and gives its principal executive office as C/O ARGENT TRUST COMPANY, 3838 OAK LAWN AVE., SUITE 1720, DALLAS, TX 75219-4518 (SCHEDULE 13D/A, 2026-07-29).

Purpose of Transaction (Item 4)

SoftVest Advisors, LLC

Item 4 of the Original Schedule 13D is hereby amended and supplemented by adding the following: Combination Agreement On July 28, 2026, a combination agreement was entered into by PBT Land and Minerals, Inc. ("New PBT"), PBT Sub, Inc. (a wholly owned subsidiary of New PBT, "New PBT Sub"), PBT Land and Minerals OpCo, LLC ("OpCo"), Blackbeard Holdings, LLC ("Blackbeard Holdings"), Blackbeard Security Holdings, LLC ("Blackbeard Security"), and Greybeard Energy, LLC ("Greybeard Energy") (the "Combination Agreement"), pursuant to which, subject to the satisfaction or waiver of certain conditions and on the terms set forth therein, the parties will consummate a business combination (the "Business Combination") whereby New PBT would acquire (i) a majority of the assets and liabilities of the Trust and (ii) approximately 68,000 acres of surface estate and a 15% effective royalty interest associated with certain acreage and certain mineral interests owned directly or indirectly by Blackbeard Holdings. The Combination Agreement is attached as Exhibit 6 hereto and incorporated by reference herein. New PBT is a wholly-owned subsidiary of SoftVest. SoftVest created New PBT to facilitate the Business Combination and certain other transactions related thereto; SoftVest will transfer full ownership of New PBT to the Trust before the Business Combination is completed. Following the Business Combination, (i) former holders of Units ("Unitholders") will own approximately 59.3% of the …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-07-29; the filing has the rest

Timeline

Swipe the table sideways to see every column.

Questions about who owns Permian Basin Royalty Trust

Who owns Permian Basin Royalty Trust?

On this page, 2 holders' latest ownership filings report 5% or more of Permian Basin Royalty Trust: Horizon Kinetics Asset Management LLC (13.7%, Schedule 13G/A, filed 2026-04-29) and SoftVest Advisors, LLC (13.3%, Schedule 13D/A, filed 2026-07-29).

Who are the largest shareholders of Permian Basin Royalty Trust?

By the share each holder's latest filing reports, the largest holders of Permian Basin Royalty Trust on this page are Horizon Kinetics Asset Management LLC (13.7%) and SoftVest Advisors, LLC (13.3%).

When did Horizon Kinetics Asset Management LLC buy into Permian Basin Royalty Trust?

The filings give report dates, not purchase dates. The earliest filing from Horizon Kinetics Asset Management LLC on this page is the Schedule 13G/A, filed 2025-07-02, reporting 12.5%; its latest, Schedule 13G/A filed 2026-04-29, reports 13.7%. That earliest filing is itself an amendment, which updates an earlier report.

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%); 9 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.

Tools for this story

Each opens in a new tab, filled in for Permian Basin Royalty Trust. With no account yet, you sign up free and land on the result.

• Get an alert when Permian Basin Royalty Trust is mentioned again
• Find former Permian Basin Royalty Trust employees to interview
• Verify a claim or statistic

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.

All recent stakesThat week's stakes