Battalion Oil BATL Institutional Ownership

NYSE BATL

$1.05 -0.03 (-2.78%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

42 Institutions

Increased 24 57.1%

Unchanged 15 35.7%

Reduced 3 7.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

25.29%

▼-20.71 pp QoQ

Shares Held by Institutions

6.69Mn

of 26.43Mn outstanding

▲+10.66% QoQ

Shares Outstanding

26.43Mn

19.74Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+643.81K

accumulated since last quarter

Value of Holdings

$7.02Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Battalion Oil Corp (NYSE:BATL) has 42 institutional investors with active 13F positions as of June 2026.

These investors held 25.3% of outstanding shares in June 2026, down from 46.0% in March 2026.
They increased total shares held in Battalion Oil by 10.66% from the prior quarter, while the number of investors in BATL increased 55.56% year over year.
Of these 42 funds, 24 grew their exposure to Battalion Oil, 3 cut back, and 15 maintained positions.
Institutional investors collectively held 6.69Mn shares in Battalion Oil as of June 2026, up by 643.81K shares quarter on quarter, and down 5.68Mn shares year over year.
As of June 30, 2026, OAKTREE CAPITAL MANAGEMENT LP held the largest stake in Battalion Oil with 3.01Mn shares, accounting for 11.39% of total shares outstanding.
Leading buyers of Battalion Oil shares for the quarter ending June 2026 were BlackRock, Inc. (559.38K), VANGUARD CAPITAL MANAGEMENT LLC (386.78K), UBS Group AG (320.65K), HighTower Advisors, LLC (100.07K), Virtu Financial LLC (53.59K).
Leading sellers of Battalion Oil shares for the quarter ending June 2026 were LUMINUS MANAGEMENT LLC (937.05K), Engineers Gate Manager LP (44.8K), Morgan Stanley (50).
Business Quant data shows the 10 biggest positions in Battalion Oil as of June 2026 are held by OAKTREE CAPITAL MANAGEMENT LP (3.01Mn), LUMINUS MANAGEMENT LLC (1.07Mn), BlackRock, Inc. (746.05K), VANGUARD CAPITAL MANAGEMENT LLC (698.75K), UBS Group AG (320.7K), Utah Retirement Systems (189.84K), GEODE CAPITAL MANAGEMENT, LLC (117.24K), HighTower Advisors, LLC (100.07K), VANGUARD FIDUCIARY TRUST CO (74.2K), Virtu Financial LLC (53.59K).

Form 13F Holdings

42 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.69Mn

Of outstanding 25.29%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	OAKTREE CAPITAL MANAGEMENT LP	0000949509	3,009,912	11.39%	▼3,009,912	-50.00%	$3.94Mn
2	LUMINUS MANAGEMENT LLC	0001279151	1,069,455	4.05%	▼937,053	-46.70%	$1.40Mn
3	BlackRock, Inc.	0002012383	746,048	2.82%	▲559,382	+299.67%	$977.32K
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	698,754	2.64%	▲386,781	+123.98%	$915.37K
5	UBS Group AG	0001610520	320,704	1.21%	▲320,654	+641,308.00%	$420.12K
6	Utah Retirement Systems	0001548392	189,842	0.72%	0	0.00%	$248.69K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	117,245	0.44%	▲26,763	+29.58%	$153.67K
8	HighTower Advisors, LLC	0001462245	100,066	0.38%	▲100,066	0.00%	$131.09K
9	VANGUARD FIDUCIARY TRUST CO	0000933478	74,201	0.28%	▲35,751	+92.98%	$97.20K
10	Virtu Financial LLC	0001533964	53,590	0.20%	▲53,590	0.00%	$70
11	OSAIC HOLDINGS, INC.	0001677044	36,215	0.14%	▲25,432	+235.85%	$47.44K
12	State Street Corp	0000093751	33,906	0.13%	0	0.00%	$44.42K
13	AlphaGrep UK Ltd	0002148988	32,508	0.12%	▲4,570	+16.36%	$42.59K
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	31,100	0.12%	▲15,000	+93.17%	$40.74K
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	28,865	0.11%	▲28,865	0.00%	$37.81K
16	Northern Trust Corp	0000073124	23,200	0.09%	▲5,973	+34.67%	$30.39K
17	Vanguard Personalized Indexing Management, LLC	0001767306	20,928	0.08%	▲20,928	0.00%	$27.42K
18	TWO SIGMA INVESTMENTS, LP	0001179392	18,496	0.07%	0	0.00%	$24.23K
19	B. Riley Wealth Advisors, Inc.	0001464811	15,000	0.06%	▲15,000	0.00%	$21.30K
20	DIMENSIONAL FUND ADVISORS LP	0000354204	14,691	0.06%	0	0.00%	$19.35K

Showing 1 to 20 of 42 holders