Who owns Permian Resources (PR)
Which tracked institutional funds hold PR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PR is one-sided between 2026-Q1 and 2026-Q2: 84 added or opened and 254 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes PR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 576 tracked filers holding PR, 324 increased or opened the position and 291 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 25
- Bridgewater Associates, LP$28M
- TD Asset Management Inc$14M
- Dockside LLC$11M
- Conestoga Capital Advisors, LLC$9M
- Lighthouse Investment Partners, LLC$8M
- Longaeva Partners L.P.$8M
Full exits 65
- T. Rowe Price Investment Management, Inc.$182M
- LORD, ABBETT & CO. LLC$124M
- Point72 Asset Management, L.P.$57M
- Encompass Capital Advisors LLC$34M
- Trexquant Investment LP$24M
- NATIXIS ADVISORS, LLC$22M
Largest adds
- Capital World Investors$307M
- BlackRock, Inc.$173M
- Holocene Advisors, LP$84M
- ALLIANCEBERNSTEIN L.P.$69M
- AQR CAPITAL MANAGEMENT LLC$55M
- MILLENNIUM MANAGEMENT LLC$40M
Largest trims
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$351M
- EnCap Investments L.P.$208M
- Bank of New York Mellon Corp$186M
- DIMENSIONAL FUND ADVISORS LP$167M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$120M
- OnyxPoint Global Management LP$111M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 79,044,298 | $1.5B | 11.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 41,264,996 | $760M | 6.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,222,120 | $704M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 35,747,918 | $658M | 5.2% | 2026-Q2 |
| STATE STREET CORP added | 27,699,371 | $510M | 4.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 27,193,401 | $501M | 3.9% | 2026-Q2 |
| Post Oak Energy Holdings, LLC | 21,048,629 | $388M | 3.1% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 20,979,855 | $386M | 3.0% | 2026-Q2 |
| Capital World Investors added | 20,324,301 | $374M | 3.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 20,156,113 | $371M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 18,201,110 | $335M | 2.6% | 2026-Q2 |
| Boston Partners trimmed | 18,115,841 | $334M | 2.6% | 2026-Q2 |
| Nuveen, LLC added | 16,166,151 | $298M | 2.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 15,241,771 | $281M | 2.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 14,433,052 | $266M | 2.1% | 2026-Q2 |
| FMR LLC added | 14,132,975 | $260M | 2.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 11,805,584 | $217M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 10,201,224 | $188M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,791,714 | $162M | 1.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 7,907,283 | $146M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 7,742,626 | $143M | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 7,606,637 | $140M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 7,556,797 | $139M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 7,503,487 | $138M | 1.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 7,311,423 | $135M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 6,768,190 | $125M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 6,324,511 | $135M | 1.1% | 2026-Q2 |
| Merewether Investment Management, LP trimmed | 6,112,296 | $113M | 0.9% | 2026-Q2 |
| UBS Group AG added | 6,052,323 | $111M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,864,195 | $108M | 0.9% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 5,756,888 | $106M | 0.8% | 2026-Q2 |
| Holocene Advisors, LP added | 5,454,329 | $100M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,364,642 | $99M | 0.8% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 5,319,959 | $98M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 5,066,189 | $93M | 0.7% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 5,025,209 | $93M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 4,998,009 | $92M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,871,600 | $90M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,106,575 | $76M | 0.6% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 3,995,311 | $74M | 0.6% | 2026-Q2 |
| Sagefield Capital LP trimmed | 3,580,515 | $66M | 0.5% | 2026-Q2 |
| Yaupon Capital Management LP added | 3,367,361 | $62M | 0.5% | 2026-Q2 |
| SIR Capital Management, L.P. added | 3,289,106 | $61M | 0.5% | 2026-Q2 |
| EnCap Investments L.P. trimmed | 3,164,536 | $58M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 3,130,040 | $58M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,979,456 | $55M | 0.4% | 2026-Q2 |
| Palo Duro Investment Partners, LP trimmed | 2,959,965 | $54M | 0.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 2,871,879 | $53M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 2,787,808 | $51M | 0.4% | 2026-Q2 |
| OnyxPoint Global Management LP trimmed | 2,721,490 | $50M | 0.4% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 2,707,555 | $50M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,688,469 | $50M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,671,271 | $49M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,648,686 | $49M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 2,622,673 | $48M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC | 2,621,294 | $48M | 0.4% | 2026-Q2 |
| Webs Creek Capital Management LP trimmed | 2,117,933 | $39M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 2,072,916 | $38M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 2,072,613 | $38M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 2,042,512 | $38M | 0.3% | 2026-Q2 |
| Goehring & Rozencwajg Associates, LLC added | 1,914,400 | $35M | 0.3% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 1,874,823 | $35M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,866,392 | $34M | 0.3% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 1,756,795 | $32M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,717,518 | $32M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,685,091 | $31M | 0.2% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 1,639,075 | $30M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,626,711 | $35M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,573,584 | $29M | 0.2% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 1,558,616 | $29M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,554,941 | $29M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 1,521,248 | $28M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,516,955 | $28M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,453,354 | $27M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,402,562 | $26M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,343,608 | $25M | 0.2% | 2026-Q2 |
| Perpetual Ltd trimmed | 1,324,545 | $24M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,287,306 | $24M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 1,180,481 | $22M | 0.2% | 2026-Q2 |
| Man Group plc added | 1,146,677 | $21M | 0.2% | 2026-Q2 |
| Distillate Capital Partners LLC trimmed | 1,036,183 | $19M | 0.2% | 2026-Q2 |
| RIVERSTONE HOLDINGS LLC | 988,915 | $18M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 893,680 | $16M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 881,559 | $16M | 0.1% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 864,926 | $16M | 0.1% | 2026-Q2 |
| Creative Planning added | 853,833 | $16M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 825,547 | $15M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 818,528 | $15M | 0.1% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 816,316 | $15M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 814,034 | $15M | 0.1% | 2026-Q2 |
| TD Asset Management Inc new | 759,400 | $14M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 759,113 | $14M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 756,789 | $14M | 0.1% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC | 727,783 | $13M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 690,563 | $13M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 685,535 | $13M | 0.1% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 683,521 | $13M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 659,064 | $12M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 654,688 | $12M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 646,868 | $12M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.