Battalion Oil BATL Institutional Ownership

NYSE BATL

$0.69 -0.13 (-15.82%)

As of: Oct 21, 2026 · 3:59 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

17.19%

▼-21.81 pp QoQ

Shares Held by Institutions

6.69Mn

of 38.89Mn outstanding

▼-16.55% QoQ

Shares Outstanding

38.89Mn

32.21Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

-1.33Mn

distributed since last quarter

Value of Holdings

$5.48Mn

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

Updated Oct 10, 2026

Battalion Oil Corp (NYSE:BATL) had 42 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 17.19% of outstanding shares in Q2 2026, down from 39.00% in Q1 2026.
Total shares held in Battalion Oil fell 16.55% from Q1 2026, while the number of holders rose 61.54% from Q2 2025.
Of these 42 holders, 24 added to their positions, 3 reduced their stakes and 15 left their positions unchanged.
Altogether, institutional holders owned 6.69Mn BATL shares at the end of Q2 2026, down 1.33Mn from the prior quarter and down 5.68Mn from a year earlier.
As of June 30, 2026, the biggest holder of Battalion Oil was Oaktree Capital Management LP with 3.01Mn shares, or 7.74% of shares outstanding.
Among existing holders, the largest additions to Battalion Oil in Q2 2026 came from BlackRock, Inc. (+559.38K shares), Vanguard Capital Management LLC (+386.78K shares), UBS Group AG (+320.65K shares), Vanguard Fiduciary Trust Co (+35.75K shares) and Geode Capital Management, LLC (+26.76K shares).
The largest position reductions in BATL for Q2 2026 were by Luminus Management LLC (-937.05K shares), Engineers Gate Manager LP (-44.8K shares) and Morgan Stanley (-50 shares).
According to Business Quant data, the leading holders of BATL for Q2 2026 were Oaktree Capital Management LP (3.01Mn shares), Luminus Management LLC (1.07Mn shares), BlackRock, Inc. (746.05K shares), Vanguard Capital Management LLC (698.75K shares), UBS Group AG (320.7K shares), Utah Retirement Systems (189.84K shares), Geode Capital Management, LLC (117.25K shares), HighTower Advisors, LLC (100.07K shares), Vanguard Fiduciary Trust Co (74.2K shares) and Virtu Financial LLC (53.59K shares).

Form 13F Holdings

42 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.69Mn

Of outstanding 17.19%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	OAKTREE CAPITAL MANAGEMENT LP	0000949509	3,009,912	7.74%	0	0.00%	$3.94Mn
2	LUMINUS MANAGEMENT LLC	0001279151	1,069,455	2.75%	▼937,053	-46.70%	$1.40Mn
3	BlackRock, Inc.	0002012383	746,048	1.92%	▲559,382	+299.67%	$977.32K
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	698,754	1.80%	▲386,781	+123.98%	$915.37K
5	UBS Group AG	0001610520	320,704	0.82%	▲320,654	+641,308.00%	$420.12K
6	Utah Retirement Systems	0001548392	189,842	0.49%	0	0.00%	$248.69K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	117,245	0.30%	▲26,763	+29.58%	$153.67K
8	HighTower Advisors, LLC	0001462245	100,066	0.26%	▲100,066	0.00%	$131.09K
9	VANGUARD FIDUCIARY TRUST CO	0000933478	74,201	0.19%	▲35,751	+92.98%	$97.20K
10	Virtu Financial LLC	0001533964	53,590	0.14%	▲53,590	0.00%	$70
11	OSAIC HOLDINGS, INC.	0001677044	36,215	0.09%	▲25,432	+235.85%	$47.44K
12	State Street Corp	0000093751	33,906	0.09%	0	0.00%	$44.42K
13	AlphaGrep UK Ltd	0002148988	32,508	0.08%	▲4,570	+16.36%	$42.59K
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	31,100	0.08%	▲15,000	+93.17%	$40.74K
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	28,865	0.07%	▲28,865	0.00%	$37.81K
16	Northern Trust Corp	0000073124	23,200	0.06%	▲5,973	+34.67%	$30.39K
17	Vanguard Personalized Indexing Management, LLC	0001767306	20,928	0.05%	▲20,928	0.00%	$27.42K
18	TWO SIGMA INVESTMENTS, LP	0001179392	18,496	0.05%	0	0.00%	$24.23K
19	B. Riley Wealth Advisors, Inc.	0001464811	15,000	0.04%	▲15,000	0.00%	$21.30K
20	DIMENSIONAL FUND ADVISORS LP	0000354204	14,691	0.04%	0	0.00%	$19.35K

Showing 1 to 20 of 42 holders