Filing Research | PTEN - Patterson-UTI Energy Inc Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	820.8KSH	$7.5M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	507.1KSH	$4.7M
3	Y-Intercept (Hong Kong) Ltd	Shares	321.4KSH	$3.0M
4	Louisiana State Employees Retirement System	Shares	151.4KSH	$1.4M
5	SummerHaven Investment Management, LLC	Shares	121.5KSH	$1.1M
6	Police & Firemen's Retirement System of New Jersey	Shares	103.8KSH	$952.9K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	100.8KSH	$924.9K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	90.0KSH	$844.9K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	81.9KSH	$752.0K
10	FIRST CITIZENS BANK & TRUST CO	Shares	45.2KSH	$415.1K
11	Envestnet Portfolio Solutions, Inc.	Shares	43.3KSH	$397.9K
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	38.7KSH	$355.5K
13	Rinkey Investments	Shares	28.2KSH	$259.2K
14	Merit Financial Group, LLC	Shares	27.5KSH	$252.1K
15	Sequoia Financial Advisors, LLC	Shares	22.1KSH	$203.3K
16	Crossmark Global Holdings, Inc.	Shares	20.9KSH	$191.4K
17	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	20.0KSH	$183.3K
18	Abel Hall, LLC	Shares	16.2KSH	$149.0K
19	GAMMA Investing LLC	Shares	16.0KSH	$147.0K
20	Oak Thistle LLC	Shares	14.4KSH	$132.1K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.8KSH	$126.3K
22	Sunburst Financial Group, LLC	Shares	13.4KSH	$123.0K
23	Investors Research Corp	Shares	12.2KSH	$111.8K
24	Curated Wealth Partners LLC	Shares	10.3KSH	$106.1K
25	SIGNATUREFD, LLC	Shares	11.1KSH	$102.3K
26	Fifth Third Wealth Advisors LLC	Shares	10.2KSH	$93.6K
27	CIDEL ASSET MANAGEMENT INC	Shares	10.1KSH	$92.9K
28	Versant Capital Management, Inc	Shares	7.4KSH	$68.0K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	60.0KSH	$64.6K
30	Blue Trust, Inc.	Shares	6.8KSH	$62.5K
31	Farther Finance Advisors, LLC	Shares	4.4KSH	$40.2K
32	EverSource Wealth Advisors, LLC	Shares	2.7KSH	$25.1K
33	LRI Investments, LLC	Shares	2.7KSH	$24.6K
34	Valued Wealth Advisors LLC	Shares	2.5KSH	$22.6K
35	Ares Financial Consulting, LLC	Shares	2.0KSH	$18.2K
36	Physician Wealth Advisors, Inc.	Shares	1.7KSH	$15.2K
37	IFP Advisors, Inc	Shares	1.6KSH	$14.5K
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.0KSH	$9.2K
39	SBI Securities Co., Ltd.	Shares	470SH	$4.3K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	464.8KSH	$4.3K
41	True Wealth Design, LLC	Shares	448SH	$4.1K
42	Wealth Enhancement Trust Services, Inc.	Shares	365SH	$3.4K
43	SJS Investment Consulting Inc.	Shares	334SH	$3.1K
44	LANARK FINANCIAL, INC.	Shares	225SH	$2.1K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	210SH	$1.9K
46	Cedar Mountain Advisors, LLC	Shares	195SH	$1.8K
47	State of Alaska, Department of Revenue	Shares	127.5KSH	$1.2K
48	MassMutual Private Wealth & Trust, FSB	Shares	116SH	$1.1K
49	Torren Management, LLC	Shares	103SH	$946
50	FINANCIAL CONSULATE, INC	Shares	100SH	$918

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+820.8K	+$7.5M	$7.5M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+147.7K	+$1.1M	$3.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+38.4K	+$297.7K	$844.9K
4	Oak Thistle LLC new	Shares	+14.4K	+$132.1K	$132.1K
5	Curated Wealth Partners LLC new	Shares	+10.3K	+$106.1K	$106.1K
6	Sequoia Financial Advisors, LLC added	Shares	+11.5K	+$87.5K	$203.3K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+60.0K	+$64.6K	$64.6K
8	Merit Financial Group, LLC added	Shares	+5.9K	+$18.6K	$252.1K
9	Farther Finance Advisors, LLC added	Shares	+1.4K	+$9.4K	$40.2K
10	True Wealth Design, LLC added	Shares	+380	+$3.4K	$4.1K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+365	+$3.4K	$3.4K
12	SJS Investment Consulting Inc. added	Shares	+308	+$2.8K	$3.1K
13	LANARK FINANCIAL, INC. new	Shares	+225	+$2.1K	$2.1K
14	FINANCIAL CONSULATE, INC new	Shares	+100	+$918	$918
15	Financial Management Professionals, Inc. new	Shares	+100	+$918	$918
16	JFS WEALTH ADVISORS, LLC new	Shares	+91	+$836	$836
17	Fortitude Family Office, LLC new	Shares	+57	+$523	$523
18	Creative Capital Management Investments LLC new	Shares	+47	+$431	$431
19	CoreCap Advisors, LLC added	Shares	+51	+$394	$840
20	EverSource Wealth Advisors, LLC added	Shares	+452	+$378	$25.1K
21	Davis Capital Management new	Shares	+18	+$165	$165
22	DiNuzzo Private Wealth, Inc. new	Shares	+15	+$138	$138
23	MassMutual Private Wealth & Trust, FSB added	Shares	+30	+$134	$1.1K
24	Valued Wealth Advisors LLC added	Shares	+386	+$113	$22.6K
25	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
26	CX Institutional added	Shares	+23	-$4	$24
27	Fruth Investment Management unchanged	Shares	0	-$17	$92
28	Abound Wealth Management unchanged	Shares	0	-$33	$184
29	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	-$46	$377
30	Trust Co unchanged	Shares	0	-$66	$367
31	Wilkerson Advisory Group LLC unchanged	Shares	0	-$106	$626
32	Arlington Trust Co LLC unchanged	Shares	0	-$133	$744
33	Torren Management, LLC added	Shares	+1	-$164	$946
34	AMALGAMATED BANK trimmed	Shares	-6.5K	-$225	$853
35	Walsh & Associates, LLC exited	Shares	-23	-$249	$0
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$322	$1.8K
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$346	$1.9K
38	State of Alaska, Department of Revenue trimmed	Shares	-56.7K	-$825	$1.2K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-39.1K	-$1.2K	$4.3K
40	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$1.6K	$9.2K
41	Physician Wealth Advisors, Inc. added	Shares	+82	-$1.8K	$15.2K
42	IFP Advisors, Inc added	Shares	+69	-$1.9K	$14.5K
43	Ares Financial Consulting, LLC unchanged	Shares	0	-$2.3K	$18.2K
44	SIGNATUREFD, LLC added	Shares	+1.4K	-$3.5K	$102.3K
45	SBI Securities Co., Ltd. trimmed	Shares	-273	-$3.7K	$4.3K
46	LRI Investments, LLC added	Shares	+8	-$4.3K	$24.6K
47	High Note Wealth, LLC exited	Shares	-678	-$7.3K	$0
48	Global Wealth Strategies & Associates exited	Shares	-752	-$8.1K	$0
49	Versant Capital Management, Inc unchanged	Shares	0	-$12.2K	$68.0K
50	Blue Trust, Inc. trimmed	Shares	-92	-$12.2K	$62.5K

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