BATTALION OIL CORP (BATL)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
Institutions report 6,619,737 shares against 57,282,155 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | $3.9M | 3,009,912 | 0.05% | 26q | HELD |
| LUMINUS MANAGEMENT LLC | $1.4M | 1,069,455 | 0.96% | 26q | -46.7%-$1.2M |
| BlackRock, Inc. | $977.3K | 746,048 | 0.00% | 8q | +299.7%+$732.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $915.4K | 698,754 | 0.00% | 2q | +124.0%+$506.7K |
| UBS Group AG | $420.1K | 320,704 | 0.00% | 19q | +641308.0%+$420.1K |
| Utah Retirement Systems | $248.7K | 189,842 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $153.7K | 117,245 | 0.00% | 22q | +29.6%+$35.1K |
| HighTower Advisors, LLC | $131.1K | 100,066 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $97.2K | 74,201 | 0.00% | 2q | +93.0%+$46.8K |
| OSAIC HOLDINGS, INC. | $47.4K | 36,215 | 0.00% | 2q | +235.9%+$33.3K |
| STATE STREET CORP | $44.4K | 33,906 | 0.00% | 10q | HELD |
| AlphaGrep UK Ltd | $42.6K | 32,508 | 0.01% | 2q | +16.4%+$6.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $40.7K | 31,100 | 0.00% | 4q | +93.2%+$19.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37.8K | 28,865 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $30.4K | 23,200 | 0.00% | 2q | +34.7%+$7.8K |
| Vanguard Personalized Indexing Management, LLC | $27.4K | 20,928 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $24.2K | 18,496 | 0.00% | 4q | HELD |
| B. Riley Wealth Advisors, Inc. | $21.3K | 15,000 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $19.3K | 14,691 | 0.00% | 18q | HELD |
| Engineers Gate Manager LP | $15.2K | 11,625 | 0.00% | 2q | -79.4%-$58.7K |
| MAI Capital Management | $14.6K | 11,164 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $4.9K | 3,714 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $4.0K | 3,412 | 0.00% | 26q | +2.8% |
| Tower Research Capital LLC (TRC) | $3.9K | 2,986 | 0.00% | 5q | +96.2%+$1.9K |
| JPMORGAN CHASE & CO | $2.0K | 1,435 | 0.00% | 2q | +523.9%+$1.7K |
| Truvestments Capital LLC | $2.0K | 1,500 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $799 | 610 | 0.00% | new | NEW |
| MORGAN STANLEY | $794 | 606 | 0.00% | 26q | -7.6% |
| NYL Investors LLC | $770 | 588 | 0.00% | 26q | HELD |
| Bogart Wealth, LLC | $565 | 431 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $328 | 250 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $126 | 96 | 0.00% | 7q | HELD |
| GROUP ONE TRADING LLC | $97 | 74 | 0.00% | 25q | HELD |
| Virtu Financial LLC | $70 | 53,590 | 0.00% | new | NEW |
| VSM Wealth Advisory, LLC | $66 | 50 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $33 | 25 | 0.00% | new | NEW |
| KERR FINANCIAL PLANNING Corp | $21 | 16 | 0.00% | 2q | -20.0% |
| Friedenthal Financial | $13 | 6 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $13 | 10 | 0.00% | 15q | HELD |
| IFG Advisory, LLC | $3 | 2 | 0.00% | new | NEW |
| TrinityBridge Ltd | $0 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-17 | 13D/A | OCM HLCN Holdings, L.P.with 6 co-filers | 19.4% |
| 2026-08-14 | 13G/A | Alyeska Investment Group, L.P.with 2 co-filers | 0.0% |
| 2026-08-07 | 13D/A | GEN IV INVESTMENT OPPORTUNITIES, LLCwith 3 co-filers | 14.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $8.7M | 6,619,737 | 10 | 12 | 4 | 0.0% |
| Q1 2026 | 39 | $31.2M | 8,010,900 | 20 | 3 | 4 | 0.0% |
| Q4 2025 | 27 | $14.1M | 12,482,215 | 1 | 6 | 6 | 0.0% |
| Q3 2025 | 27 | $15.1M | 12,440,219 | 3 | 4 | 7 | 0.0% |
| Q2 2025 | 25 | $16.1M | 12,486,008 | 4 | 4 | 5 | 0.0% |
| Q1 2025 | 28 | $16.2M | 12,463,773 | 1 | 4 | 9 | 0.0% |
| Q4 2024 | 30 | $21.9M | 12,742,339 | 5 | 5 | 7 | 0.0% |
| Q3 2024 | 31 | $86.9M | 13,021,865 | 4 | 3 | 6 | 0.0% |
| Q2 2024 | 31 | $42.7M | 12,778,617 | 1 | 3 | 12 | 0.0% |
| Q1 2024 | 36 | $75.3M | 13,308,895 | 7 | 9 | 7 | 0.0% |
| Q4 2023 | 37 | $134.6M | 13,990,083 | 11 | 8 | 6 | 0.0% |
| Q3 2023 | 33 | $84.5M | 13,666,965 | 4 | 3 | 5 | 0.0% |
| Q2 2023 | 32 | $77.5M | 13,572,417 | 5 | 2 | 11 | 0.0% |
| Q1 2023 | 40 | $91.0M | 13,817,967 | 4 | 16 | 8 | 0.0% |
| Q4 2022 | 34 | $136.2M | 13,979,358 | 5 | 13 | 4 | 0.0% |
| Q3 2022 | 39 | $172.6M | 14,528,967 | 4 | 9 | 11 | 0.0% |
| Q2 2022 | 38 | $123.9M | 14,423,322 | 14 | 6 | 10 | 0.0% |
| Q1 2022 | 33 | $273.1M | 14,696,087 | 11 | 5 | 7 | 0.0% |
| Q4 2021 | 25 | $141.9M | 14,484,360 | 2 | 2 | 6 | 0.0% |
| Q3 2021 | 27 | $141.5M | 14,542,852 | 2 | 6 | 6 | 0.0% |
| Q2 2021 | 26 | $195.8M | 14,610,015 | 3 | 4 | 6 | 0.0% |
| Q1 2021 | 25 | $159.2M | 14,634,193 | 3 | 5 | 3 | 0.0% |
| Q4 2020 | 26 | $121.5M | 14,634,694 | 3 | 5 | 5 | 0.0% |
| Q3 2020 | 23 | $116.1M | 14,684,070 | 3 | 3 | 5 | 0.0% |
| Q2 2020 | 23 | $139.4M | 14,677,399 | 5 | 2 | 5 | 0.0% |
| Q1 2020 | 22 | $68.5M | 14,666,253 | 22 | 0 | 0 | 0.0% |