Patterson-UTI Energy, Inc.
US ˙ NasdaqGS ˙ US7034811015

SecurityPTEN / Patterson-UTI Energy, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership2,440,039 shares
Latest Disclosed Value $ 26,450,818
Neuberger Berman Group LLC reports 4.69% increase in ownership of PTEN / Patterson-UTI Energy, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 2,440,039 shares of Patterson-UTI Energy, Inc. (US:PTEN) valued at $26,425,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,330,756 shares of Patterson-UTI Energy, Inc.. This represents a change in shares of 4.69% during the quarter. The current value of the position is $28,084,849 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PATTERSON UTI ENERGY Common 703481101 2,440,039 109,283 4.69 26,451 85.77 0.0201
2026-02-13 2025-12-31 13F PATTERSON UTI ENERGY Common 703481101 2,330,756 -49,241 -2.07 14,238 15.37 0.0106
2025-11-12 2025-09-30 13F PATTERSON UTI ENERGY Common 703481101 2,379,997 -88,221 -3.57 12,342 -15.67 0.0090
2025-08-25 2025-06-30 13F/A-1 PATTERSON UTI ENERGY Common 703481101 2,468,218 30,708 1.26 14,634 -27.04 0.0113
2025-08-13 2025-06-30 13F PATTERSON UTI ENERGY Common 703481101 2,468,218 30,708 14,634 0.0058
2025-05-13 2025-03-31 13F PATTERSON UTI ENERGY Common 703481101 2,437,510 635,064 35.23 20,057 34.83 0.0168
2025-02-13 2024-12-31 13F PATTERSON UTI ENERGY Common 703481101 1,802,446 -70,419 -3.76 14,876 3.85 0.0118
2024-11-14 2024-09-30 13F PATTERSON UTI ENERGY Common 703481101 1,872,865 101,556 5.73 14,325 -21.93 0.0112
2024-11-14 2024-06-30 13F/A-1 PATTERSON UTI ENERGY Common 703481101 1,771,309 -213,088 -10.74 18,348 -22.60 0.0151
2024-08-13 2024-06-30 13F PATTERSON UTI ENERGY Common 703481101 1,771,309 -213,088 18,348 0.0151
2024-11-14 2024-03-31 13F/A-1 PATTERSON UTI ENERGY Common 703481101 1,984,397 118,273 6.34 23,704 17.58 0.0196
2024-05-13 2024-03-31 13F PATTERSON UTI ENERGY Common 703481101 1,984,397 118,273 23,704 0.0196
2024-11-14 2023-12-31 13F/A-2 PATTERSON UTI ENERGY Common 703481101 1,866,124 -43,168 -2.26 20,160 -23.95 0.0176
2024-02-09 2023-12-31 13F PATTERSON UTI ENERGY Common 703481101 1,866,124 -43,168 20,160 0.0176
2023-11-14 2023-09-30 13F PATTERSON UTI ENERGY Common 703481101 1,909,292 31,986 1.70 26,508 17.99 0.0242
2023-08-11 2023-06-30 13F PATTERSON UTI ENERGY Common 703481101 1,877,306 577,292 44.41 22,467 47.90 0.0201
2023-05-12 2023-03-31 13F PATTERSON UTI ENERGY Common 703481101 1,300,014 366,108 39.20 15,192 -3.45 0.0141
2023-02-13 2022-12-31 13F PATTERSON UTI ENERGY Common 703481101 933,906 16,838 1.84 15,735 46.76 0.0154
2022-11-15 2022-09-30 13F PATTERSON UTI ENERGY Common 703481101 917,068 42,316 4.84 10,721 -22.46 0.0112
2022-08-15 2022-06-30 13F PATTERSON UTI ENERGY Common 703481101 874,752 20,242 2.37 13,827 4.56 0.0139
2022-05-23 2022-03-31 13F/A-1 PATTERSON UTI ENERGY Common 703481101 854,510 -21,803 -2.49 13,224 84.93 0.0112
2022-05-13 2022-03-31 13F PATTERSON UTI ENERGY Common 703481101 854,510 -21,803 12,688 0.0057
2022-02-11 2021-12-31 13F PATTERSON UTI ENERGY Common 703481101 876,313 -5,318 -0.60 7,151 -6.62 0.0056
2021-11-12 2021-09-30 13F PATTERSON UTI ENERGY Common 703481101 881,631 -15,676 -1.75 7,658 -11.45 0.0067
2021-08-13 2021-06-30 13F PATTERSON UTI ENERGY Common 703481101 897,307 326 0.04 8,648 36.90 0.0075
2021-05-13 2021-03-31 13F PATTERSON-UTI ENERGY Common 703481101 896,981 -40,074 -4.28 6,317 28.92 0.0060
2021-02-10 2020-12-31 13F PATTERSON-UTI ENERGY Common 703481101 937,055 -16,198 -1.70 4,900 80.88 0.0051
2020-11-12 2020-09-30 13F PATTERSON-UTI ENERGY Common 703481101 953,253 -10,175 -1.06 2,709 -18.94 0.0032
2020-08-13 2020-06-30 13F PATTERSON-UTI ENERGY Common 703481101 963,428 -21,540 -2.19 3,342 44.49 0.0042
2020-05-14 2020-03-31 13F PATTERSON-UTI ENERGY Common 703481101 984,968 26,672 2.78 2,313 -77.01 0.0035
2020-02-12 2019-12-31 13F PATTERSON-UTI ENERGY Common 703481101 958,296 28,269 3.04 10,062 26.52 0.0117
2019-11-13 2019-09-30 13F PATTERSON-UTI ENERGY Common 703481101 930,027 39,236 4.40 7,953 -22.46 0.0097
2019-08-13 2019-06-30 13F PATTERSON-UTI ENERGY Common 703481101 890,791 -11,334 -1.26 10,256 -18.94 0.0123
2019-05-13 2019-03-31 13F PATTERSON-UTI ENERGY Common 703481101 902,125 292,627 48.01 12,652 100.57 0.0155
2019-02-12 2018-12-31 13F PATTERSON-UTI ENERGY Common 703481101 609,498 -1,184 -0.19 6,308 -39.63 0.0088
2018-11-16 2018-09-30 13F/A-1 PATTERSON-UTI ENERGY Common 703481101 610,682 -19,064 -3.03 10,449 -7.84 0.0118
2018-11-13 2018-09-30 13F PATTERSON-UTI ENERGY Common 703481101 610,682 -19,064 10,449
2018-08-13 2018-06-30 13F PATTERSON-UTI ENERGY Common 703481101 629,746 -15,350 -2.38 11,338 0.40 0.0125
2018-05-08 2018-03-31 13F PATTERSON-UTI ENERGY Common 703481101 645,096 645,096 11,293 0.0129
2016-01-28 2015-12-31 13F PATTERSON-UTI ENERGY COMMON STOCK 703481101 0 0 0 0.0000
2015-11-10 2015-09-30 13F PATTERSON-UTI ENERGY COMMON STOCK 703481101 0 -575,340 -100.00 0 -100.00
2015-07-31 2015-06-30 13F PATTERSON-UTI ENERGY COMMON STOCK 703481101 575,340 575,340 10,825 0.0120
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.