Baytex Energy BTE Institutional Ownership

NYSE BTE

$4.55 +0.09 (+1.90%)

As of: Sep 30, 2026 · 12:04 PM EDT

Institutions by Trading Activity

188 Institutions

Increased 99 52.7%

Unchanged 27 14.4%

Reduced 62 33.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.79%

▲+2.89 pp QoQ

Shares Held by Institutions

398.33Mn

of 769.18Mn outstanding

▲+13.92% QoQ

Shares Outstanding

769.18Mn

370.85Mn held outside 13F filers

Institutional Investors

188

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+48.66Mn

accumulated since last quarter

Value of Holdings

$1.80Bn

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

Baytex Energy Corp. (NYSE:BTE) has 188 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 51.8% of Baytex Energy's outstanding shares in June 2026, up from 48.9% in March 2026.
They increased total shares held in BTE by 13.92% quarter over quarter, and investors in Baytex Energy increased 30.56% from a year ago.
Of these 188 funds, 99 grew their exposure to Baytex Energy, 62 cut back, and 27 maintained positions.
The aggregate institutional position in Baytex Energy amounted to 398.33Mn shares as of June 2026, up by 48.66Mn shares quarter on quarter, and up 70.65Mn shares year over year.
Connor, Clark & Lunn Investment Management Ltd. leads ownership in BTE with 49.18Mn shares as of June 30, 2026, equal to 6.39% of outstanding shares.
Leading buyers of Baytex Energy shares for the quarter ending June 2026 were Ninepoint Partners LP (17.0Mn), Connor, Clark & Lunn Investment Management Ltd. (9.35Mn), Royal Bank Of Canada (7.79Mn), FIL Ltd (6.5Mn), TWO SIGMA INVESTMENTS, LP (4.55Mn).
The largest sellers of Baytex Energy for the quarter ending June 2026 were Juniper Capital Advisors, L.P. (18.31Mn), MILLENNIUM MANAGEMENT LLC (6.98Mn), NATIONAL BANK OF CANADA /FI/ (4.35Mn), INTACT INVESTMENT MANAGEMENT INC. (3.98Mn), Nuveen, LLC (3.4Mn).
Business Quant data shows the 10 biggest positions in Baytex Energy as of June 2026 are held by Connor, Clark & Lunn Investment Management Ltd. (49.18Mn), Juniper Capital Advisors, L.P. (31.39Mn), D. E. Shaw & Co., Inc. (24.53Mn), VANGUARD CAPITAL MANAGEMENT LLC (18.96Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (18.6Mn), AMERICAN CENTURY COMPANIES INC (18.15Mn), Ninepoint Partners LP (17.0Mn), Royal Bank Of Canada (15.75Mn), TD ASSET MANAGEMENT INC (15.09Mn), Webs Creek Capital Management LP (12.77Mn).

Form 13F Holdings

188 Institutional Holders

Report period 30 Jun, 2026

Total shares held 398.33Mn

Of outstanding 51.79%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Connor, Clark & Lunn Investment Management Ltd.	0001596800	49,180,551	6.39%	▲9,351,178	+23.48%	$197.11Mn
2	Juniper Capital Advisors, L.P.	0002011609	31,387,276	4.08%	▼18,314,619	-36.85%	$125.55Mn
3	D. E. Shaw & Co., Inc.	0001009207	24,534,834	3.19%	▲1,962,896	+8.70%	$98.20Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	18,963,350	2.47%	▼782,699	-3.96%	$76.08Mn
5	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	18,604,481	2.42%	▼3,398,637	-15.45%	$74.52Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	18,151,897	2.36%	▲883,677	+5.12%	$72.83Mn
7	Ninepoint Partners LP	0001715635	17,000,000	2.21%	▲17,000,000	0.00%	$68.00Mn
8	Royal Bank Of Canada	0001000275	15,748,521	2.05%	▲7,785,415	+97.77%	$62.99Mn
9	TD ASSET MANAGEMENT INC	0001056053	15,093,415	1.96%	▲1,603,521	+11.89%	$60.53Mn
10	Webs Creek Capital Management LP	0001825309	12,771,506	1.66%	▲3,526,048	+38.14%	$51.09Mn
11	Goldman Sachs Group Inc	0000886982	12,759,521	1.66%	▲2,045,040	+19.09%	$51.04Mn
12	JANE STREET GROUP, LLC	0001595888	11,691,402	1.52%	▲2,719,044	+30.30%	$46.77Mn
13	ALLIANCEBERNSTEIN L.P.	0001109448	10,498,895	1.36%	▲292,750	+2.87%	$46.93Mn
14	Morgan Stanley	0000895421	9,092,661	1.18%	▲2,089,444	+29.84%	$36.37Mn
15	Bank Of Montreal /Can/	0000927971	8,146,171	1.06%	▲2,175,891	+36.45%	$32.65Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	7,281,900	0.95%	▲1,810,100	+33.08%	$29.13Mn
17	FIL Ltd	0000318989	6,500,000	0.85%	▲6,500,000	0.00%	$26.08Mn
18	JUPITER ASSET MANAGEMENT LTD	0001215838	5,958,429	0.77%	▲2,648,344	+80.01%	$23.90Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	5,776,218	0.75%	▼260,703	-4.32%	$23.17Mn
20	UBS Group AG	0001610520	5,011,062	0.65%	▲1,549,401	+44.76%	$20.04Mn

Showing 1 to 20 of 188 holders