Battalion Oil Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | 08/14/2026 | 3.01 M | $3.94 M | 0.00% | 17.28% |
| LUMINUS MANAGEMENT LLC | 08/14/2026 | 1.07 M | $1.40 M | -46.70% | 6.14% |
| BLACKROCK, INC. | 08/07/2026 | 746.05 K | $977.32 K | 299.67% | 4.28% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 698.75 K | $915.37 K | 123.98% | 4.01% |
| UBS GROUP AG | 08/13/2026 | 320.70 K | $420.12 K | 641,308.00% | 1.84% |
| UTAH RETIREMENT SYSTEMS | 08/14/2026 | 189.84 K | $248.69 K | 0.00% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 117.25 K | $153.67 K | 29.58% | 0.67% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 100.07 K | $131.09 K | 100.00% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 74.20 K | $97.20 K | 92.98% | 0.43% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 53.59 K | $70.00 K | 100.00% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 36.22 K | $47.44 K | 235.85% | 0.21% |
| STATE STREET CORP | 08/07/2026 | 33.91 K | $44.42 K | 0.00% | 0.19% |
| ALPHAGREP UK LTD | 08/14/2026 | 32.51 K | $42.59 K | 16.36% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 31.10 K | $40.74 K | 93.17% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 28.87 K | $37.81 K | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 23.20 K | $30.39 K | 34.67% | 0.13% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 20.93 K | $27.42 K | 100.00% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 18.50 K | $24.23 K | 0.00% | 0.11% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 15.00 K | $21.30 K | 100.00% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 14.69 K | $19.35 K | 0.00% | 0.08% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 11.63 K | $15.23 K | -79.40% | 0.07% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 11.16 K | $14.63 K | 100.00% | 0.06% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.71 K | $4.87 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 3.41 K | $4.00 K | 2.77% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 2.99 K | $3.91 K | 96.19% | 0.02% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 1.50 K | $1.97 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.44 K | $2.04 K | 523.91% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 610 | $799 | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 606 | $794 | -7.62% | 0.00% |
| NYL INVESTORS LLC | 08/12/2026 | 588 | $770 | 0.00% | 0.00% |
| BOGART WEALTH, LLC | 07/24/2026 | 431 | $565 | 100.00% | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 07/02/2026 | 250 | $328 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 96 | $126 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 74 | $97 | 0.00% | 0.00% |
| VSM WEALTH ADVISORY, LLC | 07/23/2026 | 50 | $66 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 25 | $33 | 100.00% | 0.00% |
| KERR FINANCIAL PLANNING CORP | 07/02/2026 | 16 | $21 | 60.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 10 | $13 | 0.00% | 0.00% |
| FRIEDENTHAL FINANCIAL | 07/13/2026 | 6 | $13 | 0.00% | 0.00% |
| IFG ADVISORY, LLC | 08/14/2026 | 2 | $3 | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| QUANTBOT TECHNOLOGIES LP | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| BAADER BANK AKTIENGESELLSCHAFT | 07/23/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
Battalion Oil Corp institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Battalion Oil Corp. The most heavily invested institutionals were:
OAKTREE CAPITAL MANAGEMENT LP: 3.01 M
LUMINUS MANAGEMENT LLC: 1.07 M
BlackRock, Inc.: 746,048
VANGUARD CAPITAL MANAGEMENT LLC: 698,754
UBS Group AG: 320,704
Utah Retirement Systems: 189,842
38.32% of Battalion Oil Corp stock is owned by institutional investors.
Institutional investors have bought a total of 7.51 M shares in the last 24 months. This purchase volume represents approximately $140.75 M in transactions.