Titelia

Fund shareholders of Patterson-UTI Energy Inc

ISIN US7034811015 · United States · LEI 254900XGFBKIXD6G0697

Fund shareholders
362
Of which ETFs
92 270 other funds
Value held
2.3B $
Share of capital
56.2 % of 381.4M shares on Jul 29, 2026

362 funds hold this company: 361 declare it in a regulatory filing, and this table serves those page by page; 1 more is read from the report its fund publishes, and is not in it.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 20,740,889224.6M $0.24 %5.44 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 13,831,282117.7M $0.50 %3.63 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 12,095,787131M $0.01 %3.17 %as of Mar 31, 2026
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 10,814,304132.2M $1.23 %2.84 %as of Apr 30, 2026
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 9,989,510108.2M $1.25 %2.62 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 8,752,84194.8M $0.06 %2.30 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 8,499,37592M $0.13 %2.23 %as of Mar 31, 2026
VanEck Oil Services ETF VanEck ETF Trust 7,182,30777.8M $3.32 %1.88 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 5,573,36760.4M $0.10 %1.46 %as of Mar 31, 2026
Nomura Small Cap Core Fund Delaware Group Equity Funds V 5,314,81045.2M $0.79 %1.39 %as of Feb 27, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,873,40059.6M $0.32 %1.28 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 3,850,45441.7M $0.05 %1.01 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 3,435,80142M $0.13 %0.90 %as of Apr 30, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 3,371,30836.5M $0.48 %0.88 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,187,07638.9M $0.25 %0.84 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 3,126,13533.9M $0.24 %0.82 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 2,983,92732.3M $0.26 %0.78 %as of Mar 31, 2026
SmallCap Fund Principal Funds, Inc 2,839,03034.7M $1.65 %0.74 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 2,703,64833M $0.24 %0.71 %as of Apr 30, 2026
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 2,674,37132.7M $1.12 %0.70 %as of Apr 30, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 2,586,31028M $0.29 %0.68 %as of Mar 31, 2026
Franklin Small Cap Value Fund Franklin Value Investors Trust 2,364,31328.9M $0.71 %0.62 %as of Apr 30, 2026
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 2,094,32717.8M $0.16 %0.55 %as of Feb 28, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 2,004,82417.1M $0.37 %0.53 %as of Feb 27, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,966,20724M $0.32 %0.52 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,816,66915.5M $0.04 %0.48 %as of Feb 28, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 1,808,97719.6M $0.48 %0.47 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST 1,805,15219.5M $4.35 %0.47 %as of Mar 31, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 1,729,39318.7M $0.19 %0.45 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,719,92414.6M $0.10 %0.45 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,678,17414.3M $0.07 %0.44 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,596,29517.3M $0.89 %0.42 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,591,47719.4M $0.10 %0.42 %as of Apr 30, 2026
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 1,501,61716.3M $0.52 %0.39 %as of Mar 31, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,353,41416.5M $0.02 %0.35 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 1,240,74015.2M $0.11 %0.33 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,223,05614.9M $0.20 %0.32 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 1,183,67910.1M $0.19 %0.31 %as of Feb 28, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 1,130,73512.2M $0.69 %0.30 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 1,117,35013.7M $0.35 %0.29 %as of Apr 30, 2026
Victory Integrity Small-Cap Value Fund Victory Portfolios 973,02410.5M $1.03 %0.26 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 956,63210.4M $0.86 %0.25 %as of Mar 31, 2026
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 873,3939.5M $1.07 %0.23 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 857,45310.5M $0.02 %0.22 %as of Apr 30, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 850,1637.2M $0.42 %0.22 %as of Feb 28, 2026
Cambria Shareholder Yield ETF Cambria ETF Trust 821,74110M $1.05 %0.22 %as of Apr 30, 2026
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 821,0537M $1.75 %0.22 %as of Feb 28, 2026
iShares U.S. Oil Equipment & Services ETF iShares Trust 766,6788.3M $1.99 %0.20 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 765,8729.4M $0.84 %0.20 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 761,6416.5M $0.27 %0.20 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 760,0859.3M $0.13 %0.20 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 759,1546.5M $0.38 %0.20 %as of Feb 28, 2026
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 735,9709M $0.35 %0.19 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 715,0007.7M $0.01 %0.19 %as of Mar 31, 2026
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 700,2438.6M $1.31 %0.18 %as of Apr 30, 2026
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 694,3105.9M $0.02 %0.18 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 678,7758.3M $0.02 %0.18 %as of Apr 30, 2026
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 662,0385.6M $0.43 %0.17 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 646,1065.5M $0.00 %0.17 %as of Feb 28, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 626,8225.3M $0.36 %0.16 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 568,8286.2M $0.13 %0.15 %as of Mar 31, 2026
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 563,6006.9M $0.18 %0.15 %as of Apr 30, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 549,3234.7M $0.18 %0.14 %as of Feb 28, 2026
JNL Small Cap Index Fund JNL Series Trust 536,9685.8M $0.24 %0.14 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 504,5866.2M $0.17 %0.13 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 504,2964.3M $0.00 %0.13 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 467,4675.1M $0.01 %0.12 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 466,1695M $0.21 %0.12 %as of Mar 31, 2026
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 452,9265.5M $2.07 %0.12 %as of Apr 30, 2026
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 432,2905.3M $0.72 %0.11 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 430,2274.7M $0.26 %0.11 %as of Mar 31, 2026
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 425,2994.6M $1.63 %0.11 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 416,8885.1M $0.13 %0.11 %as of Apr 30, 2026
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 414,8993.5M $3.37 %0.11 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 413,8323.5M $0.00 %0.11 %as of Feb 28, 2026
Invesco Oil & Gas Services ETF Invesco Exchange-Traded Fund Trust 412,1475M $3.65 %0.11 %as of Apr 30, 2026
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 408,2344.4M $0.97 %0.11 %as of Mar 31, 2026
Buffalo Small Cap Growth Fund Buffalo Funds 386,8404.2M $1.08 %0.10 %as of Mar 31, 2026
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 367,7924.5M $0.22 %0.10 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 363,6523.9M $0.12 %0.10 %as of Mar 31, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 363,0654.4M $0.04 %0.10 %as of Apr 30, 2026
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 352,4804.3M $1.61 %0.09 %as of Apr 30, 2026
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 350,9773.8M $0.54 %0.09 %as of Mar 31, 2026
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 306,3803.7M $0.95 %0.08 %as of Apr 30, 2026
Thrivent Small Cap Value ETF Thrivent ETF Trust 305,3223.3M $2.11 %0.08 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 302,1932.6M $0.02 %0.08 %as of Feb 28, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 296,6473.6M $0.04 %0.08 %as of Apr 30, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 294,6733.2M $0.24 %0.08 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 278,1613.4M $0.01 %0.07 %as of Apr 30, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 271,5073.3M $0.25 %0.07 %as of Apr 30, 2026
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 270,1312.9M $0.85 %0.07 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 265,5903.2M $0.16 %0.07 %as of Apr 30, 2026
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 264,5002.9M $0.88 %0.07 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 256,7083.1M $0.00 %0.07 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 255,1722.2M $0.20 %0.07 %as of Feb 28, 2026
SmallCap Account Principal Variable Contract Funds, Inc 254,8392.8M $1.63 %0.07 %as of Mar 31, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 249,4392.7M $0.24 %0.07 %as of Mar 31, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 235,7362.6M $0.34 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 234,1892.5M $0.13 %0.06 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 230,5472.5M $0.24 %0.06 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ARGA Value Fund ADVISORS' INNER CIRCLE III 4.94 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST 4.35 %as of Mar 31, 2026
Invesco Oil & Gas Services ETF Invesco Exchange-Traded Fund Trust 3.65 %as of Apr 30, 2026
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 3.37 %as of Feb 28, 2026
VanEck Oil Services ETF VanEck ETF Trust 3.32 %as of Mar 31, 2026
OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND ProFunds 3.12 %as of Apr 30, 2026
LISANTI SMALL CAP GROWTH FUND FORUM FUNDS 2.84 %as of Mar 31, 2026
Energy Services Fund Rydex Variable Trust 2.75 %as of Mar 31, 2026
Energy Services Fund Rydex Series Funds 2.70 %as of Mar 31, 2026
Archer Growth ETF Archer Investment Series Trust 2.70 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2361+55214,368,929+10.6 %
2026Q1306+8193,774,681+1.1 %
2025Q4298-3191,741,529-1.0 %
2025Q3301-11193,606,426-1.9 %
2025Q2312+18197,397,747-6.2 %
2025Q1294-6210,363,028+14.3 %
2024Q4300-20184,032,372-4.9 %
2024Q3320-45193,475,016+3.8 %
2024Q2365-2186,331,533-0.5 %
2024Q1367-19187,328,602+0.3 %
2023Q4386186,680,515

Institutional managers

402 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.60,883,449659.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP21,211,576229.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC16,406,052177.7M $as of Mar 31, 2026
Sourcerock Group LLC16,309,517176.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC15,235,534165M $as of Mar 31, 2026
STATE STREET CORP14,985,593162.3M $as of Mar 31, 2026
Invesco Ltd.13,374,238144.8M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.12,253,350132.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC9,450,347102.3M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP8,906,99396.5K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC8,821,80095.6M $as of Mar 31, 2026
Blackstone Inc.7,139,40477.3M $as of Mar 31, 2026
MORGAN STANLEY6,899,74074.7M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.6,697,15472.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC5,296,30857.4M $as of Mar 31, 2026
Fisher Asset Management, LLC5,160,83855.9M $as of Mar 31, 2026
Thrivent Financial for Lutherans4,993,83554.1K $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC4,864,65252.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/4,855,16652.6M $as of Mar 31, 2026
Monaco Asset Management SAM4,609,35549.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,418,61247.9M $as of Mar 31, 2026
Webs Creek Capital Management LP4,379,65847.4M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC4,128,09944.7M $as of Mar 31, 2026
ARGA Investment Management, LP3,908,30842.3M $as of Mar 31, 2026
Bank of New York Mellon Corp3,862,29141.8M $as of Mar 31, 2026

Declared shareholders of Patterson-UTI Energy Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.16 %27,192,996as of Mar 31, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 5.60 %21,211,576as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.07 %19,259,019as of Mar 31, 2026 · SCHEDULE 13G
BEP Diamond Topco L.P. and 13 others1.90 %7,139,403as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Patterson-UTI Energy Inc

83 funds declare 119 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND328.6M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND220.8M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND313.8M $as of Mar 31, 2026
Oakmark Equity and Income Fund18.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND17.8M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF15.9M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND25.1M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF34.7M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF34.7M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF24.2M $as of Feb 28, 2026
Invesco BulletShares 2028 Corporate Bond ETF13.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND13.6M $as of Mar 31, 2026
iShares iBonds Dec 2028 Term Corporate ETF13.4M $as of Apr 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF13.2M $as of Feb 28, 2026
iShares iBonds Dec 2029 Term Corporate ETF12.7M $as of Apr 30, 2026
MML Managed Bond Fund22.5M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF32.5M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF12.1M $as of Mar 31, 2026
Lord Abbett Short Duration Core Bond Fund12.1M $as of Feb 28, 2026
MML Barings Core Bond Fund12M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF31.7M $as of Apr 30, 2026
Catholic Responsible Investments Bond Fund11.7M $as of Apr 30, 2026
High Yield Bond Portfolio11.6M $as of Mar 31, 2026
Catholic Responsible Investments Opportunistic Bond Fund11.5M $as of Apr 30, 2026
iShares iBonds Dec 2033 Term Corporate ETF11.4M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Patterson-UTI Energy Inc". https://titelia.com/en/stocks/patterson-uti-energy-inc-US7034811015