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

SecurityPTEN / Patterson-UTI Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership6,899,740 shares
Latest Disclosed Value $ 74,724,199
Morgan Stanley reports 12.20% increase in ownership of PTEN / Patterson-UTI Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 6,899,740 shares of Patterson-UTI Energy, Inc. (US:PTEN) valued at $74,724,184 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 6,149,661 shares of Patterson-UTI Energy, Inc.. This represents a change in shares of 12.20% during the quarter. The current value of the position is $84,659,810 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)
2026-05-15 2026-03-31 13F PATTERSON-UTI ENERGY COM 703481101 6,899,740 750,079 12.20 74,724 98.87 0.0045
2026-05-27 2025-12-31 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 6,149,661 1,095,532 21.68 37,574 43.52 0.0022
2026-02-13 2025-12-31 13F PATTERSON-UTI ENERGY COM 703481101 6,149,661 1,095,532 37,574 0.0022
2026-05-27 2025-09-30 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 5,054,129 -2,213,568 -30.46 26,180 -39.25 0.0016
2025-11-14 2025-09-30 13F PATTERSON-UTI ENERGY COM 703481101 5,054,129 -2,213,568 26,180 0.0016
2025-08-15 2025-06-30 13F PATTERSON-UTI ENERGY COM 703481101 7,267,697 614,576 9.24 43,097 -21.19 0.0028
2025-05-15 2025-03-31 13F PATTERSON-UTI ENERGY COM 703481101 6,653,121 1,011,688 17.93 54,689 17.36 0.0039
2025-05-15 2024-12-31 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 5,641,433 117,919 2.13 46,598 10.28 0.0033
2025-02-14 2024-12-31 13F PATTERSON-UTI ENERGY COM 703481101 5,641,433 117,919 46,598 0.0033
2025-05-14 2024-09-30 13F/A-2 PATTERSON-UTI ENERGY COM 703481101 5,523,514 -883,674 -13.79 42,255 -36.34 0.0031
2025-02-14 2024-09-30 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 5,523,514 -883,674 42,255 0.0031
2024-11-14 2024-09-30 13F PATTERSON-UTI ENERGY COM 703481101 5,523,514 -883,674 42,255 0.0031
2025-05-14 2024-06-30 13F/A-2 PATTERSON-UTI ENERGY COM 703481101 6,407,188 -4,036,702 -38.65 66,378 -46.77 0.0051
2024-10-17 2024-06-30 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 6,407,188 -4,036,702 66,378 0.0051
2024-08-14 2024-06-30 13F PATTERSON-UTI ENERGY COM 703481101 6,407,188 -4,036,702 66,378 0.0051
2024-10-17 2024-03-31 13F/A-2 PATTERSON-UTI ENERGY COM 703481101 10,443,890 3,629,911 53.27 124,700 69.45 0.0100
2024-08-16 2024-03-31 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 10,443,890 3,629,911 124,700 0.0100
2024-05-15 2024-03-31 13F PATTERSON-UTI ENERGY COM 703481101 10,443,890 3,629,911 124,700 0.0100
2024-08-16 2023-12-31 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 6,813,979 971,540 16.63 73,591 -8.99 0.0065
2024-02-13 2023-12-31 13F PATTERSON-UTI ENERGY COM 703481101 6,813,979 971,540 73,591 0.0065
2023-11-15 2023-09-30 13F PATTERSON-UTI ENERGY COM 703481101 5,842,439 2,487,462 74.14 80,859 101.35 0.0082
2023-08-14 2023-06-30 13F PATTERSON-UTI ENERGY COM 703481101 3,354,977 -307,917 -8.41 40,159 -6.29 0.0040
2023-05-15 2023-03-31 13F PATTERSON-UTI ENERGY COM 703481101 3,662,894 130,697 3.70 42,856 -27.95 0.0046
2023-02-14 2022-12-31 13F PATTERSON-UTI ENERGY COM 703481101 3,532,197 24,925 0.71 59,482 45.20 0.0068
2022-11-14 2022-09-30 13F PATTERSON-UTI ENERGY COM 703481101 3,507,272 -108,811 -3.01 40,966 -28.12 0.0056
2022-10-27 2022-06-30 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 3,616,083 2,244,628 163.67 56,990 168.43 0.0074
2022-08-15 2022-06-30 13F PATTERSON-UTI ENERGY COM 703481101 3,616,083 2,244,628 56,990 0.0074
2022-10-27 2022-03-31 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 1,371,455 399,787 41.14 21,231 158.57 0.0029
2022-05-13 2022-03-31 13F PATTERSON-UTI ENERGY COM 703481101 1,371,455 399,787 21,231 0.0029
2022-02-14 2021-12-31 13F PATTERSON-UTI ENERGY COM 703481101 971,668 123,291 14.53 8,211 7.54 0.0010
2021-11-15 2021-09-30 13F PATTERSON-UTI ENERGY COM 703481101 848,377 -195,685 -18.74 7,635 -26.42 0.0010
2021-08-23 2021-06-30 13F/A-1 PATTERSON-UTI ENERGY COM 703481101 1,044,062 427,789 69.42 10,376 136.09 0.0014
2021-08-16 2021-06-30 13F PATTERSON-UTI ENERGY COM 703481101 1,044,062 427,789 10,376 0.0003
2021-05-17 2021-03-31 13F PATTERSON-UTI ENERGY COM 703481101 616,273 -291,140 -32.08 4,395 -7.90 0.0006
2021-02-16 2020-12-31 13F PATTERSON-UTI ENERGY COM 703481101 907,413 -511,193 -36.03 4,772 18.00 0.0007
2020-11-13 2020-09-30 13F PATTERSON UTI ENERGY COM 703481101 1,418,606 -1,917,097 -57.47 4,044 -65.06 0.0008
2020-08-14 2020-06-30 13F PATTERSON UTI ENERGY COM 703481101 3,335,703 606,572 22.23 11,574 80.48 0.0026
2020-05-26 2020-03-31 13F/A-1 PATTERSON UTI ENERGY COM 703481101 2,729,131 2,288,950 520.00 6,413 38.78 0.0017
2020-05-15 2020-03-31 13F PATTERSON UTI ENERGY COM 703481101 2,729,131 2,288,950 6,413 492.6521
2020-02-14 2019-12-31 13F PATTERSON UTI ENERGY COM 703481101 440,181 -1,186,680 -72.94 4,621 -66.78 0.0011
2019-11-14 2019-09-30 13F PATTERSON UTI ENERGY COM 703481101 1,626,861 1,328,962 446.11 13,910 305.54 0.0037
2019-08-14 2019-06-30 13F PATTERSON UTI ENERGY COM 703481101 297,899 51,841 21.07 3,430 -0.58 0.0009
2019-05-15 2019-03-31 13F PATTERSON UTI ENERGY COM 703481101 246,058 39,146 18.92 3,450 61.14 0.0010
2019-02-14 2018-12-31 13F PATTERSON UTI ENERGY COM 703481101 206,912 -109,645 -34.64 2,141 -60.48 0.0006
2019-04-23 2018-09-30 13F/A-2 PATTERSON UTI ENERGY COM 703481101 316,557 -139,268 -30.55 5,417 -33.98 0.0014
2018-11-20 2018-09-30 13F/A-1 PATTERSON UTI ENERGY COM 703481101 316,557 0 5,417 0.0014
2018-11-14 2018-09-30 13F PATTERSON UTI ENERGY COM 703481101 316,557 -139,268 5,417
2019-04-23 2018-06-30 13F/A-1 PATTERSON UTI ENERGY COM 703481101 455,825 -613,825 -57.39 8,205 -56.19 0.0022
2018-08-14 2018-06-30 13F PATTERSON UTI ENERGY COM 703481101 455,825 -613,825 8,205
2019-04-23 2018-03-31 13F/A-1 PATTERSON UTI ENERGY COM 703481101 1,069,650 -22,731 -2.08 18,730 -25.49 0.0052
2018-05-14 2018-03-31 13F PATTERSON UTI ENERGY COM 703481101 1,069,650 -22,731 18,730
2019-04-23 2017-12-31 13F/A-1 PATTERSON UTI ENERGY COM 703481101 1,092,381 -51,847 -4.53 25,136 4.91 0.0069
2018-02-14 2017-12-31 13F PATTERSON UTI ENERGY COM 703481101 1,092,381 -51,847 25,136
2017-11-14 2017-09-30 13F PATTERSON UTI ENERGY COM 703481101 1,144,228 754,265 193.42 23,960 204.37 0.0072
2017-08-11 2017-06-30 13F PATTERSON UTI ENERGY COM 703481101 389,963 -165,318 -29.77 7,872 -41.59 0.0024
2017-05-22 2017-03-31 13F/A-1 PATTERSON UTI ENERGY COM 703481101 555,281 -147,466 -20.98 13,476 -28.77 0.0041
2017-05-12 2017-03-31 13F PATTERSON UTI ENERGY COM 703481101 555,281 13,476
2017-02-22 2016-12-31 13F/A-1 PATTERSON UTI ENERGY COM 703481101 702,747 502,767 251.41 18,919 322.96 0.0062
2017-02-13 2016-12-31 13F PATTERSON UTI ENERGY COM 703481101 702,747 18,919
2016-11-10 2016-09-30 13F PATTERSON UTI ENERGY COM 703481101 199,980 -244,301 -54.99 4,473 -52.78 0.0015
2016-08-12 2016-06-30 13F PATTERSON UTI ENERGY COM 703481101 444,281 169,373 61.61 9,472 5,894.94 0.0034
2016-05-12 2016-03-31 13F SEVENTY SEVEN ENERGY COM 818097107 274,908 -132,025 -32.44 158 -63.00 0.0001
2016-05-12 2016-03-31 13F PATTERSON UTI ENERGY COM 703481101 1,149,402 870,206 20,253 0.0078
2016-02-09 2015-12-31 13F SEVENTY SEVEN ENERGY COM 818097107 406,933 -185,409 -31.30 427 -47.74 0.0002
2016-02-09 2015-12-31 13F PATTERSON UTI ENERGY COM 703481101 279,196 99,798 4,210 0.0015
2016-02-08 2015-09-30 13F/A-1 SEVENTY SEVEN ENERGY COM 818097107 592,342 202,931 52.11 817 -51.11 0.0003
2016-02-08 2015-09-30 13F/A-1 PATTERSON UTI ENERGY COM 703481101 179,398 -388,647 2,358 0.0009
2015-11-09 2015-09-30 13F SEVENTY SEVEN ENERGY COM 818097107 592,342 817
2015-11-09 2015-09-30 13F PATTERSON UTI ENERGY COM 703481101 179,398 2,358
2015-08-12 2015-06-30 13F SEVENTY SEVEN ENERGY COM 818097107 389,411 205,992 112.31 1,671 119.58 0.0006
2015-08-12 2015-06-30 13F PATTERSON UTI ENERGY COM 703481101 568,045 241,837 10,687 0.0037
2015-05-14 2015-03-31 13F SEVENTY SEVEN ENERGY COM 818097107 183,419 -97,566 -34.72 761 -49.90 0.0003
2015-05-14 2015-03-31 13F PATTERSON UTI ENERGY COM 703481101 326,208 38,613 6,125 0.0023
2015-02-13 2014-12-31 13F SEVENTY SEVEN ENERGY COM 818097107 280,985 -126,750 -31.09 1,519 -84.31 0.0006
2015-02-13 2014-12-31 13F PATTERSON UTI ENERGY COM 703481101 287,595 -712,117 4,770 0.0017
2014-12-16 2014-09-30 13F/A-1 SEVENTY SEVEN ENERGY COM 818097107 407,735 -606,999 -59.82 9,680 -69.89 0.0037
2014-12-16 2014-09-30 13F/A-1 PATTERSON UTI ENERGY COM 703481101 999,712 -15,022 32,521 0.0125
2014-11-14 2014-09-30 13F SEVENTY SEVEN ENERGY COM 818097107 407,735 9,680
2014-11-14 2014-09-30 13F PATTERSON UTI ENERGY COM 703481101 999,712 32,521
2014-05-13 2014-03-31 13F PATTERSON UTI ENERGY COM 703481101 1,014,734 537,765 112.75 32,146 166.20 0.0135
2014-02-13 2013-12-31 13F PATTERSON UTI ENERGY COM 703481101 476,969 303,820 175.47 12,076 226.20 0.0051
2013-11-13 2013-09-30 13F PATTERSON-UTI ENERGY INC (E COM 703481101 173,149 -1,183,023 -87.23 3,702 -85.90 0.0017
2013-08-08 2013-06-30 13F PATTERSON-UTI ENERGY INC (E COM 703481101 1,356,172 1,356,172 26,248 0.0132
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.