Battalion Oil Corp (BATL) Institutional Ownership

Ownership Summary

A total of 29 institutions have reported a stake in Battalion Oil Corp (NYSE:BATL) as of December 2025, according to recent 13F filings with the SEC.

• These investors collectively held 75.7% of the company's total shares outstanding in December 2025, up from 75.3% in September 2025.
• Institutional share ownership changed by 0.57% QoQ, while the number of institutional owners saw a decrease of 14.71% YoY.
• During the quarter, 8 institutions bought more Battalion Oil shares, 7 sold shares, and 14 of the 29 total investors held their position steady.
• This class of investors increased its holdings in Battalion Oil to 12.49Mn shares for the 13F-cycle ending December 2025, up by 71.41K shares quarter on quarter, and down 419.37K shares year over year.
• LUMINUS MANAGEMENT LLC's holding of 6.15Mn shares as of December 31, 2025 makes it the primary institutional investor in Battalion Oil, owning 37.28% of the stock.
• Among the most significant buyers of Battalion Oil during December 2025 were XTX Topco Ltd (31.63K), GEODE CAPITAL MANAGEMENT, LLC (21.74K), RBF Capital, LLC (20.00K), VANGUARD GROUP INC (17.24K), TWO SIGMA SECURITIES, LLC (13.27K).
• Leading sellers of Battalion Oil stock in December 2025 included GAM Holding AG (35.00K), CITADEL ADVISORS LLC (11.52K), OAKTREE CAPITAL MANAGEMENT LP (3.91K), LOOMIS SAYLES & CO L P (3.41K), TWO SIGMA INVESTMENTS, LP (1.70K).
• The top 10 institutional holders of Battalion Oil for the quarter ending December 2025 included LUMINUS MANAGEMENT LLC (6.15Mn), OAKTREE CAPITAL MANAGEMENT LP (3.01Mn), LSP Investment Advisors, LLC (2.37Mn), VANGUARD GROUP INC (294.34K), LOOMIS SAYLES & CO L P (132.82K), MORGAN STANLEY (131.90K), GAM Holding AG (80.00K), GEODE CAPITAL MANAGEMENT, LLC (64.86K), Yakira Capital Management, Inc. (47.11K), RBF Capital, LLC (40.00K).