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[SCHEDULE 13G/A] Patterson-UTI Energy Inc SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Patterson-UTI Energy, Inc. received a Schedule 13G/A reporting that a group of Blackstone-related entities and affiliates may be deemed the beneficial owners of 28,061,525 shares of the issuer's common stock, representing 7.3% of the outstanding class based on 385,987,026 shares outstanding. The filing shows that BEP Diamond Aggregator L.P. directly holds 25,958,752 shares while BEP Diamond Topco L.P. has sole voting power and shared dispositive power over 2,102,773 shares that are held in escrow under an Agreement and Plan of Merger dated July 3, 2023.

The statement clarifies the reporting structure among multiple related entities, describes which entities have sole or shared voting and dispositive power, and notes that several reporting persons expressly disclaim beneficial ownership except where directly reported. The filing also includes a certification that the securities were not acquired to change or influence control of the issuer.

Patterson-UTI Energy, Inc. ha ricevuto una Schedule 13G/A che indica che un gruppo di entità e affiliate correlate a Blackstone può essere considerato beneficiario effettivo di 28,061,525 azioni del capitale ordinario dell'emittente, pari al 7.3% della classe in circolazione su un totale di 385,987,026 azioni. Il deposito mostra che BEP Diamond Aggregator L.P. detiene direttamente 25,958,752 azioni, mentre BEP Diamond Topco L.P. detiene il potere di voto esclusivo e il potere dispositivo condiviso su 2,102,773 azioni trattenute in escrow ai sensi di un Agreement and Plan of Merger datato 3 luglio 2023.

La dichiarazione chiarisce la struttura di reporting tra le entità correlate, descrive quali entità hanno poteri di voto e di disposizione esclusivi o condivisi e segnala che diverse persone riportanti dichiarano espressamente di non rivendicare la titolarità beneficiaria, salvo quanto riportato direttamente. Il deposito include inoltre una certificazione che i titoli non sono stati acquisiti per modificare o influenzare il controllo dell'emittente.

Patterson-UTI Energy, Inc. recibió una Schedule 13G/A que informa que un grupo de entidades y afiliadas relacionadas con Blackstone puede considerarse propietario beneficiario de 28,061,525 acciones del capital social ordinario de la emisora, lo que representa el 7.3% de la clase en circulación sobre un total de 385,987,026 acciones en circulación. La presentación muestra que BEP Diamond Aggregator L.P. posee directamente 25,958,752 acciones, mientras que BEP Diamond Topco L.P. tiene el poder de voto exclusivo y el poder dispositvo compartido sobre 2,102,773 acciones que están en custodia (escrow) en virtud de un Agreement and Plan of Merger fechado el 3 de julio de 2023.

La declaración aclara la estructura de reporte entre múltiples entidades relacionadas, describe qué entidades tienen poderes de voto y de disposición exclusivos o compartidos, y señala que varias personas informantes renuncian expresamente a la propiedad beneficiaria salvo en los casos informados directamente. La presentación también incluye una certificación de que los valores no fueron adquiridos para cambiar o influir en el control de la emisora.

Patterson-UTI Energy, Inc.� Schedule 13G/A 신고서를 접수했으�, 블랙스톤 관� 법인 � 계열� 그룹� 발행회사� 보통� 28,061,525주에 대� 실질�(beneficial) 소유자로 간주� � 있고, 이 � 385,987,026주의 발행주식 � 7.3%� 해당한다� 보고했습니다. 신고서에 따르� BEP Diamond Aggregator L.P.25,958,752주를 직접 보유하고 있고, BEP Diamond Topco L.P.2,102,773주에 대� 단독 의결권과 공동 처분권을 보유하고 있으� 해당 주식은 2023� 7� 3일자 Agreement and Plan of Merger� 따라 에스크로 상태� 있습니다.

해당 성명서 여러 관� 기관 간의 보고 구조� 명확� 하고, 어떤 기관� 단독 또 공동� 의결� � 처분권을 가지지 설명하며, 여러 보고인이 직접 보고� 경우� 제외하고� 실질� 소유권을 명시적으� 부인한다고 밝힙니다. 또한 해당 제출문에� 증권� 발행회사� 지배권� 변경하거나 영향� 미치� 위해 취득� 것이 아님� 인증하 내용� 포함되어 있습니다.

Patterson-UTI Energy, Inc. a reçu une Schedule 13G/A indiquant qu'un groupe d'entités et d'affiliés liés à Blackstone peut être considéré comme détenteur effectif de 28,061,525 actions du capital ordinaire de l'émetteur, représentant 7.3% de la classe en circulation sur un total de 385,987,026 actions en circulation. Le dépôt montre que BEP Diamond Aggregator L.P. détient directement 25,958,752 actions, tandis que BEP Diamond Topco L.P. détient le pouvoir de vote exclusif et le pouvoir de disposition partagé sur 2,102,773 actions placées en séquestre en vertu d'un Agreement and Plan of Merger daté du 3 juillet 2023.

La déclaration précise la structure de signalement entre plusieurs entités liées, décrit quelles entités disposent de pouvoirs de vote et de disposition exclusifs ou partagés, et note que plusieurs personnes déclarantes déclinent expressément la qualité de détenteur effectif sauf lorsque cela est déclaré directement. Le dépôt comprend également une certification selon laquelle les titres n'ont pas été acquis dans le but de modifier ou d'influencer le contrôle de l'émetteur.

Patterson-UTI Energy, Inc. erhielt eine Schedule 13G/A, in der berichtet wird, dass eine Gruppe von Blackstone-nahen Unternehmen und verbundenen Personen als wirtschaftliche Eigentümer von 28,061,525 Aktien des Stammkapitals des Emittenten angesehen werden könnten, was 7.3% der ausstehenden Klasse bei insgesamt 385,987,026 ausstehenden Aktien entspricht. Die Einreichung zeigt, dass BEP Diamond Aggregator L.P. direkt 25,958,752 Aktien hält, während BEP Diamond Topco L.P. das alleinige Stimmrecht und die gemeinsame Verfügungsbefugnis über 2,102,773 Aktien besitzt, die gemäß einem Agreement and Plan of Merger vom 3. Juli 2023 in Treuhand gehalten werden.

Die Erklärung erläutert die Berichtsstruktur zwischen mehreren verbundenen Einheiten, beschreibt, welche Einheiten alleinige oder gemeinsame Stimm- und Verfügungsrechte besitzen, und weist darauf hin, dass mehrere meldepflichtige Personen die wirtschaftliche Eigentümerschaft ausdrücklich verneinen, außer wo diese direkt gemeldet ist. Die Einreichung enthält außerdem eine Bescheinigung, dass die Wertpapiere nicht erworben wurden, um die Kontrolle des Emittenten zu ändern oder zu beeinflussen.

Positive
  • Clear disclosure of a material stake: aggregate beneficial ownership of 28,061,525 shares (7.3%) is reported
  • Detailed ownership breakdown: identifies 25,958,752 directly held shares and 2,102,773 escrowed shares
  • Certification of intent: filers certify shares were not acquired to change or influence control
Negative
  • None.

Insights

TL;DR Blackstone-related parties report a 7.3% stake (28.06M shares) in PTEN, disclosed with escrow details and ownership chain.

The Schedule 13G/A provides transparent, itemized ownership data that investors can use to quantify institutional exposure: 28,061,525 shares aggregate beneficial ownership, with 25,958,752 directly held by BEP Diamond Aggregator L.P. and 2,102,773 shares in escrow under the merger agreement. Percentages are based on 385,987,026 shares outstanding per the issuer's April 29, 2025 quarterly filing. The filing is informational and does not assert intent to influence control, which limits immediate governance implications.

TL;DR A coordinated disclosure by multiple Blackstone entities documents voting and dispositive arrangements and an escrow holding tied to a merger agreement.

The document maps control relationships among reporting persons, identifies which entities exercise sole versus shared voting and dispositive power, and explicitly disclaims group status for some filers. The escrowed 2,102,773 shares are subject to release conditions under the Agreement and Plan of Merger dated July 3, 2023, which is material to timing of potential voting influence. The filing includes certification that holdings were not acquired to effect a change in control.

Patterson-UTI Energy, Inc. ha ricevuto una Schedule 13G/A che indica che un gruppo di entità e affiliate correlate a Blackstone può essere considerato beneficiario effettivo di 28,061,525 azioni del capitale ordinario dell'emittente, pari al 7.3% della classe in circolazione su un totale di 385,987,026 azioni. Il deposito mostra che BEP Diamond Aggregator L.P. detiene direttamente 25,958,752 azioni, mentre BEP Diamond Topco L.P. detiene il potere di voto esclusivo e il potere dispositivo condiviso su 2,102,773 azioni trattenute in escrow ai sensi di un Agreement and Plan of Merger datato 3 luglio 2023.

La dichiarazione chiarisce la struttura di reporting tra le entità correlate, descrive quali entità hanno poteri di voto e di disposizione esclusivi o condivisi e segnala che diverse persone riportanti dichiarano espressamente di non rivendicare la titolarità beneficiaria, salvo quanto riportato direttamente. Il deposito include inoltre una certificazione che i titoli non sono stati acquisiti per modificare o influenzare il controllo dell'emittente.

Patterson-UTI Energy, Inc. recibió una Schedule 13G/A que informa que un grupo de entidades y afiliadas relacionadas con Blackstone puede considerarse propietario beneficiario de 28,061,525 acciones del capital social ordinario de la emisora, lo que representa el 7.3% de la clase en circulación sobre un total de 385,987,026 acciones en circulación. La presentación muestra que BEP Diamond Aggregator L.P. posee directamente 25,958,752 acciones, mientras que BEP Diamond Topco L.P. tiene el poder de voto exclusivo y el poder dispositvo compartido sobre 2,102,773 acciones que están en custodia (escrow) en virtud de un Agreement and Plan of Merger fechado el 3 de julio de 2023.

La declaración aclara la estructura de reporte entre múltiples entidades relacionadas, describe qué entidades tienen poderes de voto y de disposición exclusivos o compartidos, y señala que varias personas informantes renuncian expresamente a la propiedad beneficiaria salvo en los casos informados directamente. La presentación también incluye una certificación de que los valores no fueron adquiridos para cambiar o influir en el control de la emisora.

Patterson-UTI Energy, Inc.� Schedule 13G/A 신고서를 접수했으�, 블랙스톤 관� 법인 � 계열� 그룹� 발행회사� 보통� 28,061,525주에 대� 실질�(beneficial) 소유자로 간주� � 있고, 이 � 385,987,026주의 발행주식 � 7.3%� 해당한다� 보고했습니다. 신고서에 따르� BEP Diamond Aggregator L.P.25,958,752주를 직접 보유하고 있고, BEP Diamond Topco L.P.2,102,773주에 대� 단독 의결권과 공동 처분권을 보유하고 있으� 해당 주식은 2023� 7� 3일자 Agreement and Plan of Merger� 따라 에스크로 상태� 있습니다.

해당 성명서 여러 관� 기관 간의 보고 구조� 명확� 하고, 어떤 기관� 단독 또 공동� 의결� � 처분권을 가지지 설명하며, 여러 보고인이 직접 보고� 경우� 제외하고� 실질� 소유권을 명시적으� 부인한다고 밝힙니다. 또한 해당 제출문에� 증권� 발행회사� 지배권� 변경하거나 영향� 미치� 위해 취득� 것이 아님� 인증하 내용� 포함되어 있습니다.

Patterson-UTI Energy, Inc. a reçu une Schedule 13G/A indiquant qu'un groupe d'entités et d'affiliés liés à Blackstone peut être considéré comme détenteur effectif de 28,061,525 actions du capital ordinaire de l'émetteur, représentant 7.3% de la classe en circulation sur un total de 385,987,026 actions en circulation. Le dépôt montre que BEP Diamond Aggregator L.P. détient directement 25,958,752 actions, tandis que BEP Diamond Topco L.P. détient le pouvoir de vote exclusif et le pouvoir de disposition partagé sur 2,102,773 actions placées en séquestre en vertu d'un Agreement and Plan of Merger daté du 3 juillet 2023.

La déclaration précise la structure de signalement entre plusieurs entités liées, décrit quelles entités disposent de pouvoirs de vote et de disposition exclusifs ou partagés, et note que plusieurs personnes déclarantes déclinent expressément la qualité de détenteur effectif sauf lorsque cela est déclaré directement. Le dépôt comprend également une certification selon laquelle les titres n'ont pas été acquis dans le but de modifier ou d'influencer le contrôle de l'émetteur.

Patterson-UTI Energy, Inc. erhielt eine Schedule 13G/A, in der berichtet wird, dass eine Gruppe von Blackstone-nahen Unternehmen und verbundenen Personen als wirtschaftliche Eigentümer von 28,061,525 Aktien des Stammkapitals des Emittenten angesehen werden könnten, was 7.3% der ausstehenden Klasse bei insgesamt 385,987,026 ausstehenden Aktien entspricht. Die Einreichung zeigt, dass BEP Diamond Aggregator L.P. direkt 25,958,752 Aktien hält, während BEP Diamond Topco L.P. das alleinige Stimmrecht und die gemeinsame Verfügungsbefugnis über 2,102,773 Aktien besitzt, die gemäß einem Agreement and Plan of Merger vom 3. Juli 2023 in Treuhand gehalten werden.

Die Erklärung erläutert die Berichtsstruktur zwischen mehreren verbundenen Einheiten, beschreibt, welche Einheiten alleinige oder gemeinsame Stimm- und Verfügungsrechte besitzen, und weist darauf hin, dass mehrere meldepflichtige Personen die wirtschaftliche Eigentümerschaft ausdrücklich verneinen, außer wo diese direkt gemeldet ist. Die Einreichung enthält außerdem eine Bescheinigung, dass die Wertpapiere nicht erworben wurden, um die Kontrolle des Emittenten zu ändern oder zu beeinflussen.






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)






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BEP Diamond Topco L.P.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
BEP Diamond Topco LLC
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
BEP Diamond Aggregator L.P.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
BCP VII/BEP II Holdings Manager L.L.C.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
Blackstone Energy Management Associates II L.L.C.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
Blackstone Management Associates VII L.L.C.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
BMA VII L.L.C.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
Blackstone EMA II L.L.C.
Signature:/s/ Omar Rehman
Name/Title:Omar Rehman, Authorized Signatory, See Exhibit 99.1
Date:08/08/2025
Blackstone Holdings III L.P.
Signature:/s/ Victoria Portnoy
Name/Title:Victoria Portnoy, MD - Assistant Secretary, See Exhibit 99.1
Date:08/08/2025
Blackstone Holdings III GP L.P.
Signature:/s/ Victoria Portnoy
Name/Title:Victoria Portnoy, Managing Director - Assistant Secretary, See Exhibit 99.1
Date:08/08/2025
Blackstone Holdings III GP Management L.L.C.
Signature:/s/ Victoria Portnoy
Name/Title:Victoria Portnoy, Managing Director - Assistant Secretary, See Exhibit 99.1
Date:08/08/2025
Blackstone Inc.
Signature:/s/ Victoria Portnoy
Name/Title:Victoria Portnoy, Managing Director - Assistant Secretary, See Exhibit 99.1
Date:08/08/2025
Blackstone Group Management L.L.C.
Signature:/s/ Victoria Portnoy
Name/Title:Victoria Portnoy, Managing Director - Assistant Secretary, See Exhibit 99.1
Date:08/08/2025
Stephen A. Schwarzman
Signature:/s/ Stephen A. Schwarzman
Name/Title:Stephen A. Schwarzman, See Exhibit 99.1
Date:08/08/2025
Exhibit Information

EXHIBIT LIST Exhibit 99.1 Signature Blocks.

FAQ

What stake does Blackstone report in Patterson-UTI Energy (PTEN)?

The Reporting Persons collectively report beneficial ownership of 28,061,525 shares, representing 7.3% of PTEN's common stock as of June 30, 2025.

How many PTEN shares does BEP Diamond Aggregator L.P. directly hold?

25,958,752 shares are directly held by BEP Diamond Aggregator L.P., per the filing.

What are the escrowed shares reported in the filing?

BEP Diamond Topco L.P. maintains sole voting power and shared dispositive power over 2,102,773 shares held in escrow under the Agreement and Plan of Merger dated July 3, 2023.

On what share count are the percentage figures based?

Percentages are calculated using 385,987,026 shares outstanding as disclosed by the issuer in a quarterly report filed April 29, 2025.

Does the filing state an intent to influence control of PTEN?

The filing includes a certification that the securities were not acquired and are not held for the purpose of changing or influencing control of the issuer.
Patterson-Uti Energy Inc

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Oil & Gas Drilling
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United States
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