STOCK TITAN

Vanguard Capital Management reports 19.3M PTEN shares (NYSE: PTEN)

(Moderate)
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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Patterson-UTI Energy Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 19,259,019 shares of Common Stock, representing 5.07% of the class. The filing states Vanguard has sole dispositive power over 19,259,019 shares and sole voting power over 2,638,211 shares. The filing is signed by a Vanguard officer and dated 04/30/2026.

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Insights

Vanguard reports a 5.07% stake with sole dispositive authority.

Vanguard Capital Management discloses beneficial ownership of 19,259,019 shares, equal to 5.07% of common stock. The filing attributes voting power of 2,638,211 shares to Vanguard and states dispositive control over the full position.

This schedule 13G indicates passive or large-holder reporting; future quarterly or amendment filings could show shifts in ownership or voting authority.

Filing follows institutional reporting conventions and lists affiliated entities.

The statement references SEC Release No. 34-39538 and lists affiliated Vanguard entities that exercise dispositive power over client or fund holdings. It clarifies that other Vanguard subsidiaries may hold separate, disaggregated positions.

Any material change above reporting thresholds would trigger amendment requirements under SEC rules.

Beneficial ownership 19,259,019 shares reported as of 03/31/2026
Percent of class 5.07% ownership percentage of Common Stock
Sole voting power 2,638,211 shares shares Vanguard has sole power to vote
Sole dispositive power 19,259,019 shares shares Vanguard has sole power to dispose
Schedule 13G regulatory
"Vanguard Capital Management reports beneficial ownership on Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 19259019"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
disaggregated other
"ownership of securities is disaggregated from that of the reporting business unit"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Vanguard Capital Management report in PTEN?

Vanguard reports beneficial ownership of 19,259,019 shares, representing 5.07% of Patterson-UTI Energy Inc. common stock, as stated in the filing signed 04/30/2026.

How much voting power does Vanguard report for PTEN?

Vanguard reports sole voting power over 2,638,211 shares and sole dispositive power over 19,259,019 shares, per the Schedule 13G disclosure.

Does the filing identify who actually receives dividends or sale proceeds?

The filing states Vanguard has the right to direct receipt of dividends or sale proceeds for the reported holdings, including amounts held for Vanguard funds and managed accounts.

Are other Vanguard affiliates' holdings included in this 5.07% figure?

The filing includes securities over which Vanguard Capital Management LLC and listed affiliates exercise dispositive power; it excludes holdings disaggregated by other Vanguard subsidiaries per the cited SEC release.

When was the Schedule 13G signed for PTEN?

The Schedule 13G was signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026, and lists the reporting date of 03/31/2026 for the ownership snapshot.





703481101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026