Patterson-UTI Energy Ownership | Who Owns Patterson-UTI Energy?


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Patterson-UTI Energy Ownership Summary


Patterson-UTI Energy is owned by 101.37% institutional investors, 2.78% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.25% of PTEN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.63% of its assets in Patterson-UTI Energy shares.

PTEN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPatterson-UTI Energy101.37%2.78%-4.14%
SectorEnergy Stocks 44.64%13.74%41.61%
IndustryOil & Gas Drilling Stocks62.47%10.23%27.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de63.67M16.25%$525.91M
Blackrock57.44M14.07%$595.11M
Vanguard group45.13M11.52%$372.79M
Blackstone28.72M7.33%$237.24M
Pacer advisors22.10M5.64%$182.52M
Fuller & thaler asset management16.95M4.33%$140.05M
State street14.08M3.45%$145.89M
American century companies9.64M2.46%$79.60M
Geode capital management8.99M2.29%$74.23M
Macquarie group8.21M2.10%$67.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Roumell asset management324.50K6.31%$3.36M
Kahn brothers group2.00M3.58%$16.49M
Bernzott capital advisors742.94K3.03%$6.14M
Invesco senior secured management inc /adv178.19K1.41%$1.47M
Hara capital240.02K1.28%$1.98M
Blackstone28.72M1.08%$237.24M
Monaco asset management sam900.00K1.08%$7.43M
Sourcerock group1.72M1.01%$14.24M
Deprince race & zollo5.78M0.95%$47.76M
Klcm advisors972.84K0.93%$8.04M

Top Buyers

HolderShares% AssetsChange
Fuller & thaler asset management16.95M0.53%7.99M
Norges bank6.39M0.01%6.39M
Holocene advisors, lp6.99M0.18%6.02M
Balyasny asset management6.17M0.08%3.01M
Blackrock57.44M0.01%2.45M

Top Sellers

HolderShares% AssetsChange
Macquarie group8.21M0.08%-7.27M
1832 asset management---5.44M
Ninepoint partners lp---5.00M
Westfield capital management co lp---4.17M
Morgan stanley6.41M0.01%-4.04M

New Positions

HolderShares% AssetsChangeValue
Norges bank6.39M0.01%6.39M$52.82M
Sourcerock group1.72M1.01%1.72M$14.24M
Alyeska investment group1.63M0.05%1.63M$13.47M
Thompson siegel & walmsley729.89K0.09%729.89K$6.03M
Raymond james financial696.76K0.00%696.76K$5.75M

Sold Out

HolderChange
Dinuzzo private wealth-1.00
Sjs investment consulting-5.00
Tfo-tdc-7.00
Toronto dominion bank-9.00
Concourse financial group securities-14.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024380-3.06%402,619,1145.15%1011.06%190-10.38%1207.14%
Sep 30, 20243881.04%382,796,185-3.89%970.98%2074.02%1123.70%
Jun 30, 2024384-1.03%398,288,0073.64%991.12%199-108-18.18%
Mar 31, 20243883.74%384,288,967-2.58%940.47%1997.57%1324.76%
Dec 31, 20233742.19%394,471,5230.46%1410.72%185-30.71%126103.23%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF21.74M5.63%13.09K
FullerThaler Behavioral Small-Cap Value15.55M4.02%70.80K
Undiscovered Managers Behavioral Val L14.77M3.82%-60.74K
Vanguard US Total Market Shares ETF12.60M3.26%12.49K
Vanguard Total Stock Mkt Idx Inv11.79M3.05%12.33K
iShares Russell 2000 ETF10.26M2.66%-88.88K
Avantis US Small Cap Value ETF10.01M2.59%16.27K
Vanguard Small Cap Index9.46M2.45%7.74K
Delaware Small Cap Core I9.28M2.38%-57.50K
Macquarie Small Cap Core I6.97M1.80%567.85K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 12, 2025Hendricks William Andrew JR President & CEOBuy$197.00K
Mar 07, 2025STEWART JAMES CARL-Sell$1.42M
Mar 07, 2025STEWART JAMES CARL-Sell$357.27K
Dec 18, 2024STEWART JAMES CARL-Sell$588.80K
Feb 14, 2025Drummond Robert Wayne Jr-Sell$2.04M

Insider Transactions Trends


DateBuySell
2025 Q113
2024 Q4-1
2024 Q3--
2024 Q2-2
2024 Q1-2

PTEN Ownership FAQ


Who Owns Patterson-UTI Energy?

Patterson-UTI Energy shareholders are primarily institutional investors at 101.37%, followed by 2.78% insiders and -4.15% retail investors. The average institutional ownership in Patterson-UTI Energy's industry, Oil & Gas Drilling Stocks, is 62.47%, which Patterson-UTI Energy exceeds.

Who owns the most shares of Patterson-UTI Energy?

Patterson-UTI Energy’s largest shareholders are Blackrock funding, inc. /de (63.67M shares, 16.25%), Blackrock (57.44M shares, 14.07%), and Vanguard group (45.13M shares, 11.52%). Together, they hold 41.85% of Patterson-UTI Energy’s total shares outstanding.

Does Blackrock own Patterson-UTI Energy?

Yes, BlackRock owns 14.07% of Patterson-UTI Energy, totaling 57.44M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 595.11M$. In the last quarter, BlackRock increased its holdings by 2.45M shares, a 4.45% change.

Who is Patterson-UTI Energy’s biggest shareholder by percentage of total assets invested?

Roumell asset management is Patterson-UTI Energy’s biggest shareholder by percentage of total assets invested, with 6.31% of its assets in 324.5K Patterson-UTI Energy shares, valued at 3.36M$.

Who is the top mutual fund holder of Patterson-UTI Energy shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Patterson-UTI Energy shares, with 5.63% of its total shares outstanding invested in 21.74M Patterson-UTI Energy shares.

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