Berry Ownership | Who Owns Berry?
Berry Ownership Summary
Berry is owned by 83.70% institutional investors, 1.83% insiders, and 14.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.84% of BRY shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.86% of its assets in Berry shares.
BRY Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Berry | 83.70% | 1.83% | 14.47% |
Sector | Energy Stocks | 108.85% | 14.38% | -23.23% |
Industry | Oil & Gas Exploration & Production Stocks | 257.82% | 16.79% | -174.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 6.86M | 8.84% | $19.00M |
Blackrock | 6.55M | 8.60% | $42.34M |
Vanguard group | 5.98M | 7.77% | $24.70M |
Dimensional fund advisors lp | 4.08M | 5.31% | $16.86M |
Oaktree capital management lp | 3.70M | 4.76% | $10.24M |
State street | 3.00M | 3.90% | $12.39M |
Allspring global investments | 2.73M | 3.55% | $11.68M |
American century companies | 2.47M | 3.18% | $6.83M |
Geode capital management | 1.95M | 2.54% | $8.07M |
Hotchkis & wiley capital management | 1.94M | 2.50% | $5.37M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Summerhaven investment management | 127.00K | 0.23% | $351.78K |
Tejara capital | 170.57K | 0.22% | $472.47K |
Oaktree capital management lp | 3.70M | 0.18% | $10.24M |
Virtus fund advisers | 13.64K | 0.18% | $56.35K |
Numerai gp | 285.14K | 0.11% | $789.83K |
Bridgeway capital management | 1.15M | 0.11% | $4.77M |
Gsa capital partners llp | 293.98K | 0.09% | $1.21M |
Virtus etf advisers | 19.86K | 0.07% | $55.00K |
Williams & novak | 21.11K | 0.05% | $58.48K |
Virtus investment advisers | 51.99K | 0.05% | $144.01K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Hotchkis & wiley capital management | 1.94M | 0.02% | 1.94M |
Ubs group | 1.24M | 0.00% | 1.02M |
Susquehanna group, llp | 835.59K | 0.00% | 755.09K |
Marshall wace, llp | 954.00K | 0.00% | 700.86K |
Vanguard group | 5.98M | 0.00% | 652.42K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global etfs | 43.97K | 0.00% | -3.29M |
South dakota investment council | - | - | -1.96M |
Meros investment management, lp | - | - | -1.26M |
Western asset management company | - | - | -914.02K |
Foundry partners | - | - | -756.06K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Hotchkis & wiley capital management | 1.94M | 0.02% | 1.94M | $5.37M |
D. e. shaw | 401.93K | 0.00% | 401.93K | $1.66M |
Man group | 298.80K | 0.00% | 298.80K | $1.23M |
Amundi | 51.62K | 0.00% | 51.62K | $157.95K |
Williams & novak | 21.11K | 0.05% | 21.11K | $58.48K |
Sold Out
Holder | Change |
---|---|
Ifp advisors | -2.00 |
Cbiz investment advisory services | -2.00 |
Nelson, van denburg & campbell wealth management group | -16.00 |
Private trust co na | -22.00 |
Corecap advisors | -66.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 165 | -10.33% | 64,950,977 | -2.15% | 83 | 1.13% | 90 | - | 51 | -25.00% |
Mar 31, 2025 | 183 | -1.61% | 66,353,135 | 0.45% | 85 | 1.17% | 89 | -26.45% | 69 | 53.33% |
Dec 31, 2024 | 69 | -63.10% | 26,553,534 | -60.59% | 34 | 0.45% | 45 | -55.00% | 14 | -75.44% |
Sep 30, 2024 | 187 | 3.31% | 67,385,468 | -2.33% | 87 | 1.09% | 100 | -6.54% | 57 | 11.76% |
Jun 30, 2024 | 178 | 4.09% | 68,799,623 | 0.30% | 90 | 1.11% | 104 | 10.64% | 51 | -3.77% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Avantis US Small Cap Value ETF | 2.22M | 2.86% | 1.59K |
Allspring Special Small Cap Value A | 2.11M | 2.71% | - |
Vanguard US Total Market Shares ETF | 1.92M | 2.48% | - |
iShares Russell 2000 ETF | 1.89M | 2.44% | -36.02K |
Vanguard Total Stock Mkt Idx Inv | 1.88M | 2.42% | -41.45K |
Global X SuperDividend™ US ETF | 1.77M | 2.30% | - |
Global X SuperDividend™ ETF | 1.33M | 1.72% | - |
American Beacon Small Cp Val R5 | 1.24M | 1.60% | 546.80K |
SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.07M | 1.38% | - |
DFA US Small Cap Value I | 1.02M | 1.31% | -10.40K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 23, 2024 | Araujo Fernando | Chief Executive Officer | Sell | $211.04K |
Dec 13, 2023 | Hunter Danielle E. | President | Sell | $196.25K |
Sep 01, 2023 | Hunter Danielle E. | President | Sell | $131.50K |
Aug 18, 2023 | Hunter Danielle E. | President | Sell | $82.50K |
Aug 17, 2023 | Hunter Danielle E. | President | Sell | $125.80K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | 1 |
BRY Ownership FAQ
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