Who owns Patterson-UTI Energy (PTEN)
Which tracked institutional funds hold PTEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTEN 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
71 tracked funds added or opened PTEN while 139 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
PTEN’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PTEN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PTEN 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 407 tracked filers holding PTEN, 247 increased or opened the position and 188 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 PTEN 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 24
- Encompass Capital Advisors LLC$54M
- DEPRINCE RACE & ZOLLO INC$26M
- Penn Capital Management Company, LLC$18M
- Qube Research & Technologies Ltd$15M
- Allianz Asset Management GmbH$13M
- Jump Financial, LLC$11M
Full exits 44
- Thrivent Financial for Lutherans$54M
- Merewether Investment Management, LP$33M
- Holocene Advisors, LP$31M
- SCHRODER INVESTMENT MANAGEMENT GROUP$30M
- Driehaus Capital Management LLC$28M
- SIR Capital Management, L.P.$19M
Largest adds
- FRANKLIN RESOURCES INC$43M
- RENAISSANCE TECHNOLOGIES LLC$28M
- BlackRock, Inc.$22M
- CITADEL ADVISORS LLC$11M
- Freestone Grove Partners LP$11M
- Bridgewater Associates, LP$10M
Largest trims
- Blackstone Inc.$58M
- NORGES BANK$50M
- MILLENNIUM MANAGEMENT LLC$49M
- Monaco Asset Management SAM$49M
- VANGUARD PORTFOLIO MANAGEMENT LLC$43M
- Sourcerock Group LLC$43M
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 | 62,879,513 | $577M | 15.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 27,204,105 | $250M | 6.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 22,781,002 | $209M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 16,680,039 | $153M | 4.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,340,271 | $150M | 4.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 16,246,027 | $149M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 15,097,065 | $139M | 3.8% | 2026-Q2 |
| Sourcerock Group LLC trimmed | 14,553,804 | $134M | 3.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 12,932,424 | $119M | 3.3% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 11,820,582 | $109M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,389,484 | $95M | 2.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 9,021,589 | $83M | 2.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 7,956,899 | $73M | 2.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 7,132,532 | $65M | 1.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 7,079,207 | $65M | 1.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 6,637,418 | $61M | 1.7% | 2026-Q2 |
| Encompass Capital Advisors LLC new | 5,921,072 | $54M | 1.5% | 2026-Q2 |
| Webs Creek Capital Management LP added | 5,852,934 | $54M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,678,838 | $52M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,283,131 | $48M | 1.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 4,955,422 | $45M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,418,132 | $41M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,222,833 | $39M | 1.1% | 2026-Q2 |
| UBS Group AG added | 4,212,154 | $39M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,044,201 | $37M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 3,804,833 | $35M | 1.0% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 3,125,348 | $29M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 3,013,855 | $28M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,928,255 | $27M | 0.7% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC added | 2,789,761 | $26M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,595,426 | $24M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,568,564 | $24M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,480,107 | $24M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 2,473,468 | $23M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,327,090 | $21M | 0.6% | 2026-Q2 |
| Blackstone Inc. trimmed | 2,102,773 | $19M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 2,013,108 | $17M | 0.5% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 1,990,225 | $18M | 0.5% | 2026-Q2 |
| ARGA Investment Management, LP trimmed | 1,985,845 | $18M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,949,857 | $18M | 0.5% | 2026-Q2 |
| KAHN BROTHERS GROUP INC | 1,690,156 | $18M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,677,548 | $15M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,633,816 | $15M | 0.4% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,607,903 | $15M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 1,544,655 | $14M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,503,233 | $14M | 0.4% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 1,480,000 | $14M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,412,806 | $13M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,388,973 | $13M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 1,223,605 | $11M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,200,114 | $11M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,192,279 | $11M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 1,186,862 | $11M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,172,547 | $11M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,152,000 | $11M | 0.3% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 1,102,545 | $10M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,085,652 | $10M | 0.3% | 2026-Q2 |
| Man Group plc added | 1,065,067 | $10M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,011,338 | $9M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 989,835 | $9M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 965,298 | $9M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 954,040 | $9M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 937,154 | $9M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 911,529 | $8M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 903,545 | $8M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 895,701 | $8M | 0.2% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 820,800 | $8M | 0.2% | 2026-Q2 |
| Creative Planning added | 769,111 | $7M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 736,884 | $7M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 721,634 | $7M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 690,956 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 685,488 | $6M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 657,833 | $6M | 0.2% | 2026-Q2 |
| LMR Partners LLP added | 649,082 | $6M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 637,969 | $6M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 623,583 | $6M | 0.2% | 2026-Q2 |
| M&G PLC added | 552,287 | $5M | 0.1% | 2026-Q2 |
| New Age Alpha Advisors, LLC trimmed | 539,206 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 536,584 | $5M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 507,085 | $5M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 505,306 | $5M | 0.1% | 2026-Q2 |
| Telemark Asset Management, LLC new | 500,000 | $5M | 0.1% | 2026-Q2 |
| Neo Ivy Capital Management added | 473,105 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 467,878 | $4M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 461,819 | $4M | 0.1% | 2026-Q2 |
| Stanley-Laman Group, Ltd. trimmed | 459,416 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 447,659 | $5M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 438,421 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 428,838 | $4M | 0.1% | 2026-Q2 |
| LGT Fund Management Co Ltd. new | 411,000 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 393,572 | $4M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 390,653 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 376,416 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 361,256 | $3M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC added | 355,463 | $3M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 355,233 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 345,651 | $3M | 0.1% | 2026-Q2 |
| STRS OHIO added | 343,000 | $3M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 336,330 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 321,447 | $3M | 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.