Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PTEN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 60.9M | $659.4M | +4.4% | 16.038% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.1M | $293.1M | — | 7.128% | 0.02% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 21.2M | $229.7M | +14.9% | 5.588% | 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 16.6M | $180.0M | — | 4.378% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 16.4M | $177.7M | +4.3% | 4.322% | 0.09% |
| 6 | Sourcerock Group LLC | 16.3M | $176.6M | +4.6% | 4.296% | 7.12% |
| 7 | GOLDMAN SACHS GROUP INC | 15.2M | $165.0M | +44.3% | 4.013% | 0.02% |
| 8 | STATE STREET CORP | 15.0M | $162.3M | -1.8% | 3.948% | 0.01% |
| 9 | Invesco Ltd. | 13.4M | $144.8M | +125.0% | 3.523% | 0.02% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 12.3M | $132.7M | -25.4% | 3.228% | 0.45% |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 9.5M | $102.3M | +11.0% | 2.490% | 0.05% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 8.8M | $95.6M | +2.2% | 2.324% | 0.01% |
| 13 | Blackstone Inc | 7.1M | $77.3M | -74.6% | 1.881% | 0.32% |
| 14 | MORGAN STANLEY | 6.9M | $74.7M | +12.2% | 1.818% | 0.00% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 6.7M | $72.5M | -12.3% | 1.764% | 0.12% |
| 16 | MILLENNIUM MANAGEMENT LLC | 5.3M | $57.4M | -13.1% | 1.395% | 0.04% |
| 17 | Fisher Asset Management, LLC | 5.2M | $55.9M | +17.9% | 1.359% | 0.02% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 4.9M | $52.7M | +102.6% | 1.282% | 0.03% |
| 19 | BANK OF AMERICA CORP /DE/ | 4.9M | $52.6M | +10.9% | 1.279% | 0.00% |
| 20 | Monaco Asset Management SAM | 4.6M | $49.9M | -31.4% | 1.214% | 14.69% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | $47.9M | +8.6% | 1.164% | 0.01% |
| 22 | Webs Creek Capital Management LP | 4.4M | $47.4M | — | 1.154% | 8.21% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 4.1M | $44.7M | -28.0% | 1.087% | 0.07% |
| 24 | ARGA Investment Management, LP | 3.9M | $42.3M | -2.6% | 1.030% | 1.39% |
| 25 | Bank of New York Mellon Corp | 3.9M | $41.8M | -2.5% | 1.017% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PTEN — a direct measure of their conviction.
Filings activity in PTEN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 402 | +10% | 100.37% | +42.16 pp | $4.38B | +72% |
| Q4 2025 | 364 | +2.8% | 58.21% | +10.96 pp | $2.54B | +23% |
| Q3 2025 | 354 | +0.6% | 47.25% | 7.94 pp | $2.06B | 14% |
| Q2 2025 | 352 | 4.6% | 55.19% | 15.61 pp | $2.41B | 22% |
| Q1 2025 | 369 | +3.1% | 70.80% | 1.41 pp | $3.09B | 1.9% |
| Q4 2024 | 358 | +1.1% | 72.21% | +7.15 pp | $3.15B | +11% |
| Q3 2024 | 354 | +0.6% | 65.06% | 23.31 pp | $2.84B | 26% |
| Q2 2024 | 352 | — | 88.37% | — | $3.85B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PTEN stock.
Based on Q1 2026 13F filings, institutional ownership of Patterson-UTI Energy, Inc. stands at 100.4%, held across 402 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PTEN, with approximately 60,883,449 shares worth $0.66B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of PTEN, including MILLENNIUM MANAGEMENT LLC, Fisher Asset Management, LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for PTEN is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
92 institutions opened new positions in PTEN during Q1 2026, while 54 fully exited. 276 added to existing positions and 31 trimmed.
PTEN institutional ownership rose by 42.16 percentage points quarter-over-quarter, with a net change of +38 holders.
The top 10 institutions account for 53.0% of all reported 13F value in PTEN, and the top 25 account for 73.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Patterson-UTI Energy, Inc. (PTEN) Institutional Ownership