PBT (Permian Basin Royalty Trust) Institutional Ownership: 43.14% (As of Jul. 13, 2026)


PBT Permian Basin Royalty Trust PBT
63 GF Score
Price $27.04
GF Value $6.93
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Permian Basin Royalty Trust Institutional Ownership?

Permian Basin Royalty Trust PBT +3.21% 63 Institutional Ownership is 43.14% as of Jul. 13, 2026. GuruFocus rates PBT with a GF Score™ of 63/100 and a GF Value™ of $6.93 (Significantly Overvalued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Permian Basin Royalty Trust's institutional ownership is 43.14%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Permian Basin Royalty Trust's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Permian Basin Royalty Trust's Float Percentage Of Total Shares Outstanding is 64.13%.

Permian Basin Royalty Trust Institutional Ownership Historical Data

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The historical data trend for Permian Basin Royalty Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Permian Basin Royalty Trust Institutional Ownership Chart

Permian Basin Royalty Trust Historical Data

The historical data trend for Permian Basin Royalty Trust can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 10.07 10.01 10.08 10.15 10.10 10.07 10.37 10.32 10.33 10.28
PBT
63GF Score
Permian Basin Royalty Trust PBT
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Permian Basin Royalty Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 43.14% mean?
Permian Basin Royalty Trust (PBT) has a Institutional Ownership of 43.14% as of Jul. 13, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Permian Basin Royalty Trust and its competitors.
Is Permian Basin Royalty Trust's Institutional Ownership too high?
Permian Basin Royalty Trust's current Institutional Ownership is 43.14%. Overall, Permian Basin Royalty Trust has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Permian Basin Royalty Trust's Institutional Ownership compare to TEN and EE?
Permian Basin Royalty Trust's Institutional Ownership of 43.14% can be compared against companies in the Oil & Gas industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Oil & Gas company?
A good Institutional Ownership depends on the Oil & Gas industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Permian Basin Royalty Trust and its competitors. Permian Basin Royalty Trust's current Institutional Ownership is 43.14%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Permian Basin Royalty Trust stock overvalued right now?
Based on GuruFocus' analysis, Permian Basin Royalty Trust (PBT) is currently considered Significantly Overvalued. The stock's GF Value™ is $6.93, compared to a current price of $27.04 — trading 290.2% above its estimated fair value. The current Institutional Ownership is 43.14%. Permian Basin Royalty Trust's overall GF Score™ is 63/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Permian Basin Royalty Trust (PBT), the current Institutional Ownership is 43.14% as of Jul. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Permian Basin Royalty Trust (PBT) Overvalued in 2026?

Based on GuruFocus' analysis, Permian Basin Royalty Trust stock appears to be overvalued. The current stock price of $27.04 is trading 290.2% above its estimated GF Value™ of $6.93. GuruFocus considers Permian Basin Royalty Trust to be Significantly Overvalued.

Key valuation signals for PBT:

  • Institutional Ownership: 43.14%
  • GF Value™: $6.93 vs. price of $27.04 (290.2% above fair value)
  • GF Score™: 63/100 with 3 warning signs

No single metric tells the full story. See the PBT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Permian Basin Royalty Trust Business Description

Industry EnergyOil & Gas
Address 3838 Oak Lawn Avenue, Suite 1720, Dallas, TX, USA, 75219
Permian Basin Royalty Trust is an express trust. The company's underlying properties include Waddell Ranch Properties in which the trust holds mineral interest as well as royalty interests in mature producing oil fields, such as Yates, Wasson, Sand Hills, East Texas, Kelly-Snyder, Panhandle Regular, N. Cowden, Todd, Keystone, Kermit, McElroy, Howard-Glasscock, Seminole, and others across Texas. The company earns the majority of its revenue in the form of royalties received through its properties.
63GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$27.04
Price
$6.93
GF Value