Berry Ownership | Who Owns Berry?
Berry Ownership Summary
Berry is owned by 85.95% institutional investors, 1.83% insiders, and 12.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.78% 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 | 85.95% | 1.83% | 12.21% |
| Sector | Energy Stocks | 42.59% | 14.73% | 42.69% |
| Industry | Oil & Gas Exploration & Production Stocks | 50.17% | 17.49% | 32.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.76M | 8.78% | $27.91M |
| 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 | 4.81% | $15.27M |
| State street | 3.00M | 3.90% | $12.39M |
| Allspring global investments | 2.73M | 3.55% | $11.68M |
| Arrowstreet capital, limited partnership | 2.40M | 3.12% | $9.93M |
| American century companies | 2.10M | 2.73% | $8.68M |
| Geode capital management | 1.95M | 2.54% | $8.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tejara capital | 275.89K | 0.75% | $1.14M |
| Virtus investment advisers | 201.90K | 0.65% | $833.84K |
| Summerhaven investment management | 117.88K | 0.30% | $486.86K |
| Oaktree capital management lp | 3.70M | 0.27% | $15.27M |
| Oxford asset management llp | 94.99K | 0.20% | $392.32K |
| Virtus fund advisers | 13.64K | 0.18% | $56.35K |
| Bridgeway capital management | 1.15M | 0.11% | $4.77M |
| Gsa capital partners llp | 293.98K | 0.09% | $1.21M |
| Dynamic technology lab private | 117.51K | 0.08% | $485.00K |
| Petrus trust company, lta | 173.83K | 0.07% | $717.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 1.24M | 0.00% | 1.02M |
| Qube research | 1.74M | 0.01% | 784.84K |
| Susquehanna group, llp | 835.59K | 0.00% | 755.09K |
| Vanguard group | 5.98M | 0.00% | 652.42K |
| Acadian asset management | 636.66K | 0.01% | 636.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -3.33M |
| Mirae asset global etfs | 43.97K | 0.00% | -3.29M |
| South dakota investment council | - | - | -1.96M |
| Meros investment management, lp | - | - | -1.26M |
| Blackrock funding, inc. /de | 6.76M | 0.00% | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Acadian asset management | 636.66K | 0.01% | 636.66K | $2.62M |
| Marshall wace, llp | 519.98K | 0.00% | 519.98K | $2.15M |
| D. e. shaw | 401.93K | 0.00% | 401.93K | $1.66M |
| Man group | 298.80K | 0.00% | 298.80K | $1.23M |
| Virtus investment advisers | 201.90K | 0.65% | 201.90K | $833.84K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -2.00 |
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Private trust co na | -22.00 |
| Corecap advisors | -66.00 |
| Ronald blue trust | -77.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 171 | 4.27% | 68,596,768 | -0.16% | 89 | 1.09% | 94 | 4.44% | 53 | 1.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 2.22M | 2.86% | 1.54K |
| Allspring Special Small Cap Value A | 2.11M | 2.71% | - |
| iShares Russell 2000 ETF | 1.93M | 2.49% | -31.21K |
| Vanguard US Total Market Shares ETF | 1.92M | 2.48% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.92M | 2.48% | - |
| Global X SuperDividend™ US ETF | 1.77M | 2.30% | - |
| Global X SuperDividend™ ETF | 1.33M | 1.72% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.25M | 1.61% | 7.00K |
| 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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