PTEN Institutional Ownership
Patterson-UTI Energy, Inc.
1W: +5.1%
1M: +12.6%
3M: +32.0%
YTD: +94.3%
1Y: +92.1%
3Y: +0.7%
5Y: +53.9%
$12.21
-0.04 (-0.33%)
Weekly Expected Move ±5.9%
$11
$11
$12
$13
$13
Credit Risk of going bust: higher than 55% of companies Debt: 21.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.32 (down 97%), Patterson-UTI Energy, Inc. would be worth roughly what it owes.
Total debt $1.26B against a stock market value of $4.66B.
Distance to default 4.65 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $617.1M (short-term plus half of long-term), stock volatility 50.5%; Altman Z'' 1.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.32 (down 97%), Patterson-UTI Energy, Inc. would be worth roughly what it owes.
Total debt $1.26B against a stock market value of $4.66B.
Distance to default 4.65 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $617.1M (short-term plus half of long-term), stock volatility 50.5%; Altman Z'' 1.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PTEN
499
Institutional Holders
+42 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
86
New Positions
176
Increased
171
Reduced
58
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (527 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 62,879,513 | $768M | +1,996,064 | +3.3% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27,204,105 | $332M | +144,547 | +0.5% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 22,781,002 | $278M | +1,569,426 | +7.4% | 101Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 16,680,039 | $204M | +59,231 | +0.4% | 2Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 16,340,271 | $200M | +1,104,737 | +7.3% | 15Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 16,246,027 | $198M | -160,025 | -1.0% | 15Q | SEC ↗ |
| 7 | STATE STREET CORP | 15,097,065 | $184M | +111,472 | +0.7% | 46Q | SEC ↗ |
| 8 | Sourcerock Group LLC | 14,553,804 | $178M | -1,755,713 | -10.8% | 7Q | SEC ↗ |
| 9 | Invesco Ltd. | 12,932,424 | $158M | -441,814 | -3.3% | 87Q | SEC ↗ |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 11,820,582 | $144M | -432,768 | -3.5% | 50Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 10,389,484 | $127M | +1,567,684 | +17.8% | 92Q | SEC ↗ |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 9,021,589 | $110M | -428,758 | -4.5% | 83Q | SEC ↗ |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 7,956,899 | $97M | +3,828,800 | +92.7% | 8Q | SEC ↗ |
| 14 | VAN ECK ASSOCIATES CORP | 7,132,532 | $87M | -1,774,461 | -19.9% | 15Q | SEC ↗ |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 7,079,207 | $86M | +382,053 | +5.7% | 3Q | SEC ↗ |
| 16 | FRANKLIN RESOURCES INC | 6,637,418 | $81M | +4,983,568 | +301.3% | 22Q | SEC ↗ |
| 17 | Encompass Capital Advisors LLC NEW | 5,921,072 | $72M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Webs Creek Capital Management LP | 5,852,934 | $71M | +1,473,276 | +33.6% | 2Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 5,678,838 | $69M | +823,672 | +17.0% | 15Q | SEC ↗ |
| 20 | MORGAN STANLEY | 5,283,131 | $65M | -1,616,609 | -23.4% | 60Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 4,955,422 | $61M | +90,770 | +1.9% | 28Q | SEC ↗ |
| 22 | Thrivent Financial for Lutherans | 4,669,040 | $57M | -324,795 | -6.5% | 25Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 4,418,132 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,418,132 | $54M | -480 | -0.0% | 15Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 4,222,833 | $52M | +360,542 | +9.3% | 76Q | SEC ↗ |
| 26 | UBS Group AG | 4,212,154 | $51M | +1,292,663 | +44.3% | 47Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 4,044,201 | $49M | +241,848 | +6.4% | 101Q | SEC ↗ |
| 28 | COOPER CREEK PARTNERS MANAGEMENT LLC NEW | 3,913,711 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Nuveen, LLC | 3,804,833 | $46M | +155,472 | +4.3% | 6Q | SEC ↗ |
| 30 | Fisher Asset Management, LLC | 3,125,348 | $38M | -2,035,490 | -39.4% | 34Q | SEC ↗ |
| 31 | CITIGROUP INC | 3,013,855 | $37M | +1,203,845 | +66.5% | 101Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 2,928,255 | $36M | +838,809 | +40.1% | 43Q | SEC ↗ |
| 33 | DEPRINCE RACE & ZOLLO INC NEW | 2,789,761 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 2,595,426 | $32M | -988,828 | -27.6% | 3Q | SEC ↗ |
| 35 | NEUBERGER BERMAN GROUP LLC | 2,568,564 | $31M | +128,525 | +5.3% | 34Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 2,480,107 | $30M | +208,278 | +9.2% | 96Q | SEC ↗ |
| 37 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2,473,468 | $30M | +40,950 | +1.7% | 3Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO | 2,327,090 | $28M | +64,403 | +2.8% | 2Q | SEC ↗ |
| 39 | Blackstone Inc. | 2,102,773 | $26M | -5,036,631 | -70.5% | 12Q | SEC ↗ |
| 40 | Allspring Global Investments Holdings, | 2,013,108 | $25M | -1,186,341 | -37.1% | 19Q | SEC ↗ |
| 41 | Penn Capital Management Company, LLC NEW | 1,990,225 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ARGA Investment Management, LP | 1,985,845 | $24M | -1,922,463 | -49.2% | 10Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 1,949,857 | $24M | +1,317,927 | +208.6% | 67Q | SEC ↗ |
| 44 | ACADIAN ASSET MANAGEMENT LLC | 1,844,410 | $23M | +1,684,552 | +1053.8% | 4Q | SEC ↗ |
| 45 | Qube Research & Technologies Ltd NEW | 1,677,548 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 46 | KAHN BROTHERS GROUP INC | 1,663,758 | $20M | -26,398 | -1.6% | 68Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 1,633,816 | $20M | -21,915 | -1.3% | 16Q | SEC ↗ |
| 48 | Freestone Grove Partners LP | 1,607,903 | $20M | +1,222,978 | +317.7% | 2Q | SEC ↗ |
| 49 | Empowered Funds, LLC | 1,544,655 | $19M | +23,545 | +1.5% | 9Q | SEC ↗ |
| 50 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,503,233 | $18M | +359,787 | +31.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Encompass Capital Advisors LLC | 5,921,072 | $72M |
| Sixth Street Partners Management Co | 4,418,132 | $54M |
| COOPER CREEK PARTNERS MANAGEMENT LL | 3,913,711 | $48M |
| DEPRINCE RACE & ZOLLO INC | 2,789,761 | $34M |
| Penn Capital Management Company, LL | 1,990,225 | $24M |
| Qube Research & Technologies Ltd | 1,677,548 | $20M |
| Allianz Asset Management GmbH | 1,388,973 | $17M |
| Jump Financial, LLC | 1,223,605 | $15M |
| MACKENZIE FINANCIAL CORP | 1,011,338 | $12M |
| HENNESSY ADVISORS INC | 820,800 | $10M |
| Corigliano Investment Advisers, LLC | 769,600 | $9M |
| Telemark Asset Management, LLC | 500,000 | $6M |
| JENNISON ASSOCIATES LLC | 438,421 | $5M |
| LGT Fund Management Co Ltd. | 411,000 | $5M |
| Kingsview Wealth Management, LLC | 390,653 | $5M |
| Weiss Asset Management LP | 303,968 | $4M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 288,835 | $4M |
| NORGES BANK | 198,800 | $2M |
| Tejara Capital Ltd | 182,832 | $2M |
| Advisors Preferred, LLC | 167,549 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Merewether Investment Management, L | 3,003,324 | $37M |
| Holocene Advisors, LP | 2,858,245 | $35M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 2,674,369 | $33M |
| Driehaus Capital Management LLC | 2,559,637 | $31M |
| SIR Capital Management, L.P. | 1,716,893 | $21M |
| Yaupon Capital Management LP | 1,617,799 | $20M |
| J. Goldman & Co LP | 1,202,375 | $15M |
| Alyeska Investment Group, L.P. | 1,060,226 | $13M |
| Lisanti Capital Growth, LLC | 896,470 | $11M |
| Point72 Asset Management, L.P. | 778,872 | $10M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 733,020 | $9M |
| Lighthouse Investment Partners, LLC | 675,000 | $8M |
| Phocas Financial Corp. | 596,671 | $7M |
| Ninepoint Partners LP | 500,000 | $6M |
| ExodusPoint Capital Management, LP | 488,002 | $6M |
| Balyasny Asset Management L.P. | 417,115 | $5M |
| Jefferies Financial Group Inc. | 379,584 | $5M |
| F/m Investments LLC | 377,323 | $5M |
| NATIXIS | 309,600 | $4M |
| Hudson Bay Capital Management LP | 305,478 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | +4,983,568 | +301.3% | 6,637,418 |
| RENAISSANCE TECHNOLOGIES LLC | +3,828,800 | +92.7% | 7,956,899 |
| BlackRock, Inc. | +1,996,064 | +3.3% | 62,879,513 |
| ACADIAN ASSET MANAGEMENT LLC | +1,684,552 | +1053.8% | 1,844,410 |
| DIMENSIONAL FUND ADVISORS LP | +1,569,426 | +7.4% | 22,781,002 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,567,684 | +17.8% | 10,389,484 |
| Webs Creek Capital Management LP | +1,473,276 | +33.6% | 5,852,934 |
| CITADEL ADVISORS LLC | +1,317,927 | +208.6% | 1,949,857 |
| UBS Group AG | +1,292,663 | +44.3% | 4,212,154 |
| Freestone Grove Partners LP | +1,222,978 | +317.7% | 1,607,903 |
| BESSEMER GROUP INC | +1,215,981 | +105007.0% | 1,217,139 |
| CITIGROUP INC | +1,203,845 | +66.5% | 3,013,855 |
| GOLDMAN SACHS GROUP INC | +1,104,737 | +7.3% | 16,340,271 |
| Bridgewater Associates, LP | +1,067,947 | +1270.6% | 1,152,000 |
| D. E. Shaw & Co., Inc. | +939,611 | +360.7% | 1,200,114 |
| Connor, Clark & Lunn Investment Man | +926,241 | +1456.5% | 989,835 |
| AQR CAPITAL MANAGEMENT LLC | +838,809 | +40.1% | 2,928,255 |
| BANK OF AMERICA CORP /DE | +823,672 | +17.0% | 5,678,838 |
| LSV ASSET MANAGEMENT | +786,890 | +120.9% | 1,437,848 |
| XTX Topco Ltd | +659,427 | +1060.1% | 721,634 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Blackstone Inc. | -5,036,631 | -70.5% | 2,102,773 |
| Monaco Asset Management SAM | -4,509,355 | -97.8% | 100,000 |
| MILLENNIUM MANAGEMENT LLC | -4,400,607 | -83.1% | 895,701 |
| Squarepoint Ops LLC | -2,163,953 | -64.9% | 1,172,547 |
| Fisher Asset Management, LLC | -2,035,490 | -39.4% | 3,125,348 |
| ARGA Investment Management, LP | -1,922,463 | -49.2% | 1,985,845 |
| VAN ECK ASSOCIATES CORP | -1,774,461 | -19.9% | 7,132,532 |
| Sourcerock Group LLC | -1,755,713 | -10.8% | 14,553,804 |
| MORGAN STANLEY | -1,616,609 | -23.4% | 5,283,131 |
| BARCLAYS PLC | -1,595,325 | -81.5% | 361,256 |
| Allspring Global Investments Holdin | -1,186,341 | -37.1% | 2,013,108 |
| TWO SIGMA INVESTMENTS, LP | -988,828 | -27.6% | 2,595,426 |
| Fulcrum Asset Management LLP | -767,620 | -81.6% | 173,116 |
| VestGen Advisors, LLC | -729,582 | -98.3% | 12,927 |
| Invesco Ltd. | -441,814 | -3.3% | 12,932,424 |
| FULLER & THALER ASSET MANAGEMENT, I | -432,768 | -3.5% | 11,820,582 |
| PRINCIPAL FINANCIAL GROUP INC | -428,758 | -4.5% | 9,021,589 |
| Atom Investors LP | -426,469 | -69.4% | 187,743 |
| Pictet Asset Management Holding SA | -419,510 | -88.2% | 56,216 |
| Thrivent Financial for Lutherans | -324,795 | -6.5% | 4,669,040 |