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Owners, funding and legal record

Who owns Permian Basin Royalty Trust? Owners, funding and legal record

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Permian Basin Royalty Trust is a publicly traded company (NYSE: PBT). SoftVest Advisors, LLC reports 13.3% on Schedule 13D, the largest active stake (Schedule 13D/A, filed 2026-07-29).

As of November 6, 2026, Permian Basin Royalty Trust is a publicly traded company (NYSE: PBT). The largest holder reporting an active stake on Schedule 13D is SoftVest Advisors, LLC, at 13.3%. No bankruptcy or receivership appears in its SEC Form 8-K filings. Passive holders reporting on Schedule 13G include Horizon Kinetics Asset Management LLC (13.7%) (Schedule 13D/A, July 29, 2026).

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

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Who are Permian Basin Royalty Trust's owners and officers?

Permian Basin Royalty Trust: incorporated in Texas; business address in Dallas, Texas; industry Oil Royalty Traders (Schedule 13D/A, 2026-07-29).

ReportHolderShare
Schedule 13D/A, 2026-07-29Softvest Advisors, LLC13.3%
Schedule 13D/A, 2026-05-18Softvest Advisors, LLC13.3%
Schedule 13G/A, 2026-04-29Horizon Kinetics Asset Management LLC13.7%
Schedule 13D/A, 2025-12-29Softvest Advisors, LLC13.3%
Schedule 13D/A, 2025-10-16Softvest Advisors, LLC13.3%
Schedule 13D, 2025-10-10Softvest Advisors, LLC13.3%
Schedule 13D/A, 2025-10-10Softvest Advisors, LLC13.3%
Schedule 13G/A, 2025-07-08Softvest Advisors, LLC13.3%
Schedule 13G/A, 2025-07-02Horizon Kinetics Asset Management LLC12.5%

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.

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How much has Permian Basin Royalty Trust raised?

No fundraising or offering filing from Permian Basin Royalty Trust is on file with us.

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Last updated 2026-11-06
Who owns Permian Basin Royalty Trust? Owners, funding and legal record. MentionFox, 2026-11-06. https://mentionfox.com/who-owns/permian-basin-royalty-trust