Ranked by reported Q2 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. | 62.9M | $577.2M | +3.3% | 16.564% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.2M | $249.7M | +0.5% | 7.166% | 0.01% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 22.8M | $209.1M | +7.4% | 6.001% | 0.04% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 16.7M | $153.1M | +0.4% | 4.394% | 0.00% |
| 5 | GOLDMAN SACHS GROUP INC | 16.3M | $150.0M | +7.2% | 4.304% | 0.01% |
| 6 | AMERICAN CENTURY COMPANIES INC | 16.2M | $149.1M | -1.0% | 4.280% | 0.07% |
| 7 | STATE STREET CORP | 15.1M | $138.6M | +0.7% | 3.977% | 0.00% |
| 8 | Sourcerock Group LLC | 14.6M | $133.6M | -10.8% | 3.834% | 6.95% |
| 9 | Invesco Ltd. | 12.9M | $118.7M | -3.3% | 3.407% | 0.01% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 11.8M | $108.5M | -3.5% | 3.114% | 0.30% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 10.4M | $95.4M | +17.8% | 2.737% | 0.01% |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 9.0M | $82.8M | -4.5% | 2.377% | 0.04% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 8.0M | $73.0M | +92.8% | 2.096% | 0.10% |
| 14 | VAN ECK ASSOCIATES CORP | 7.1M | $65.5M | -19.9% | 1.879% | 0.04% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 7.1M | $65.0M | +5.7% | 1.865% | 0.10% |
| 16 | FRANKLIN RESOURCES INC | 6.6M | $60.9M | +301.3% | 1.748% | 0.01% |
| 17 | Encompass Capital Advisors LLC | 5.9M | $54.4M | β | 1.560% | 1.93% |
| 18 | Webs Creek Capital Management LP | 5.9M | $53.7M | +33.6% | 1.542% | 10.18% |
| 19 | BANK OF AMERICA CORP /DE/ | 5.7M | $52.1M | +17.0% | 1.496% | 0.00% |
| 20 | MORGAN STANLEY | 5.3M | $48.5M | -23.4% | 1.392% | 0.00% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 5.0M | $45.5M | +1.9% | 1.305% | 0.03% |
| 22 | CITIGROUP INC | 4.9M | $44.7M | +169.0% | 1.283% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | $40.6M | -0.0% | 1.164% | 0.01% |
| 24 | Bank of New York Mellon Corp | 4.2M | $38.8M | +9.3% | 1.112% | 0.01% |
| 25 | UBS Group AG | 4.2M | $38.7M | +44.3% | 1.110% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PTEN β a direct measure of their conviction.
Filings activity in PTEN during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 439 | +6.3% | 113.82% | +1.59 pp | $3.83B | 14% |
| Q1 2026 | 413 | +12% | 112.23% | 0.65 pp | $4.43B | +73% |
| Q4 2025 | 370 | +2.5% | 112.88% | +4.92 pp | $2.56B | +23% |
| Q3 2025 | 361 | +2.6% | 107.96% | 1.17 pp | $2.07B | 14% |
| Q2 2025 | 352 | 4.6% | 109.13% | +7.60 pp | $2.41B | 22% |
| Q1 2025 | 369 | +3.1% | 101.53% | 1.10 pp | $3.09B | 1.9% |
| Q4 2024 | 358 | +1.1% | 102.63% | +2.44 pp | $3.15B | +11% |
| Q3 2024 | 354 | β | 100.19% | β | $2.84B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PTEN stock.
Based on Q2 2026 13F filings, institutional ownership of Patterson-UTI Energy, Inc. stands at 113.8%, held across 439 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PTEN, with approximately 62,879,513 shares worth $0.58B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PTEN, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for PTEN is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
80 institutions opened new positions in PTEN during Q2 2026, while 57 fully exited. 98 added to existing positions and 246 trimmed.
PTEN institutional ownership rose by 1.59 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 51.9% of all reported 13F value in PTEN, and the top 25 account for 74.4%.
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