BATTALION OIL CORP (BATL)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
Institutions report 6,685,285 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Virtu Financial LLC | $70.0K | 53,590 | 0.00% | new | NEW |
| 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 |
| Cygnus Capital Advisors, LLC | $16.0K | 11,958 | 0.01% | new | NEW |
| 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 |
| 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 | +60.0% |
| 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 |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-09-30 | Directors or officers departed or appointed | filing |
| 2026-09-16 | 2026-09-16 | Delisting notice | filing |
| 2026-08-07 | 2026-08-07 | Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $23.7K | 22,601 | 2 | 0 | 1 | 0.0% |
| Q2 2026 | 42 | $8.8M | 6,685,285 | 12 | 13 | 3 | 0.0% |
| Q1 2026 | 39 | $31.2M | 8,010,891 | 20 | 3 | 4 | 0.0% |
| Q4 2025 | 28 | $14.1M | 12,493,521 | 2 | 6 | 6 | 0.0% |
| Q3 2025 | 27 | $15.1M | 12,440,219 | 3 | 4 | 7 | 0.0% |
| Q2 2025 | 27 | $16.2M | 12,521,109 | 6 | 4 | 5 | 0.0% |
| Q1 2025 | 29 | $16.5M | 12,698,258 | 1 | 4 | 10 | 0.0% |
| Q4 2024 | 32 | $22.4M | 13,037,887 | 5 | 5 | 9 | 0.0% |
| Q3 2024 | 33 | $89.0M | 13,347,717 | 5 | 3 | 7 | 0.0% |
| Q2 2024 | 36 | $44.5M | 13,314,645 | 1 | 4 | 15 | 0.0% |
| Q1 2024 | 41 | $78.5M | 13,868,622 | 10 | 10 | 8 | 0.0% |
| Q4 2023 | 39 | $137.6M | 14,304,611 | 12 | 8 | 7 | 0.0% |
| Q3 2023 | 35 | $86.2M | 13,947,237 | 4 | 3 | 7 | 0.0% |
| Q2 2023 | 35 | $80.0M | 14,006,707 | 5 | 3 | 13 | 0.0% |
| Q1 2023 | 45 | $93.9M | 14,260,203 | 4 | 18 | 9 | 0.0% |
| Q4 2022 | 42 | $141.2M | 14,492,891 | 5 | 16 | 6 | 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 | 24 | $159.2M | 14,634,171 | 2 | 5 | 3 | 0.0% |
| Q4 2020 | 26 | $121.5M | 14,634,694 | 3 | 5 | 5 | 0.0% |
| Q3 2020 | 22 | $114.6M | 14,492,450 | 3 | 3 | 5 | 0.0% |
| Q2 2020 | 22 | $137.6M | 14,485,779 | 5 | 2 | 5 | 0.0% |
| Q1 2020 | 22 | $963.5M | 206,094,633 | 22 | 0 | 0 | 0.0% |