Berry Ownership | Who Owns Berry?


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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


TypeName% Inst% Insiders% Retail
StockBerry83.70%1.83%14.47%
SectorEnergy Stocks 108.85%14.38%-23.23%
IndustryOil & Gas Exploration & Production Stocks257.82%16.79%-174.61%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de6.86M8.84%$19.00M
Blackrock6.55M8.60%$42.34M
Vanguard group5.98M7.77%$24.70M
Dimensional fund advisors lp4.08M5.31%$16.86M
Oaktree capital management lp3.70M4.76%$10.24M
State street3.00M3.90%$12.39M
Allspring global investments2.73M3.55%$11.68M
American century companies2.47M3.18%$6.83M
Geode capital management1.95M2.54%$8.07M
Hotchkis & wiley capital management1.94M2.50%$5.37M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Summerhaven investment management127.00K0.23%$351.78K
Tejara capital170.57K0.22%$472.47K
Oaktree capital management lp3.70M0.18%$10.24M
Virtus fund advisers13.64K0.18%$56.35K
Numerai gp285.14K0.11%$789.83K
Bridgeway capital management1.15M0.11%$4.77M
Gsa capital partners llp293.98K0.09%$1.21M
Virtus etf advisers19.86K0.07%$55.00K
Williams & novak21.11K0.05%$58.48K
Virtus investment advisers51.99K0.05%$144.01K

Top Buyers

HolderShares% AssetsChange
Hotchkis & wiley capital management1.94M0.02%1.94M
Ubs group1.24M0.00%1.02M
Susquehanna group, llp835.59K0.00%755.09K
Marshall wace, llp954.00K0.00%700.86K
Vanguard group5.98M0.00%652.42K

Top Sellers

HolderShares% AssetsChange
Mirae asset global etfs43.97K0.00%-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

HolderShares% AssetsChangeValue
Hotchkis & wiley capital management1.94M0.02%1.94M$5.37M
D. e. shaw401.93K0.00%401.93K$1.66M
Man group298.80K0.00%298.80K$1.23M
Amundi51.62K0.00%51.62K$157.95K
Williams & novak21.11K0.05%21.11K$58.48K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025165-10.33%64,950,977-2.15%831.13%90-51-25.00%
Mar 31, 2025183-1.61%66,353,1350.45%851.17%89-26.45%6953.33%
Dec 31, 202469-63.10%26,553,534-60.59%340.45%45-55.00%14-75.44%
Sep 30, 20241873.31%67,385,468-2.33%871.09%100-6.54%5711.76%
Jun 30, 20241784.09%68,799,6230.30%901.11%10410.64%51-3.77%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Avantis US Small Cap Value ETF2.22M2.86%1.59K
Allspring Special Small Cap Value A2.11M2.71%-
Vanguard US Total Market Shares ETF1.92M2.48%-
iShares Russell 2000 ETF1.89M2.44%-36.02K
Vanguard Total Stock Mkt Idx Inv1.88M2.42%-41.45K
Global X SuperDividend™ US ETF1.77M2.30%-
Global X SuperDividend™ ETF1.33M1.72%-
American Beacon Small Cp Val R51.24M1.60%546.80K
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.07M1.38%-
DFA US Small Cap Value I1.02M1.31%-10.40K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 23, 2024Araujo Fernando Chief Executive OfficerSell$211.04K
Dec 13, 2023Hunter Danielle E. PresidentSell$196.25K
Sep 01, 2023Hunter Danielle E. PresidentSell$131.50K
Aug 18, 2023Hunter Danielle E. PresidentSell$82.50K
Aug 17, 2023Hunter Danielle E. PresidentSell$125.80K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-1
2024 Q1--
2023 Q4-1

BRY Ownership FAQ


Who Owns Berry?

Berry shareholders are primarily institutional investors at 83.70%, followed by 1.83% insiders and 14.47% retail investors. The average institutional ownership in Berry's industry, Oil & Gas Exploration & Production Stocks, is 257.82%, which Berry falls below.

Who owns the most shares of Berry?

Berry’s largest shareholders are Blackrock funding, inc. /de (6.86M shares, 8.84%), Blackrock (6.55M shares, 8.60%), and Vanguard group (5.98M shares, 7.77%). Together, they hold 25.21% of Berry’s total shares outstanding.

Does Blackrock own Berry?

Yes, BlackRock owns 8.60% of Berry, totaling 6.55M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 42.34M$. In the last quarter, BlackRock decreased its holdings by -233K shares, a -3.44% change.

Who is Berry’s biggest shareholder by percentage of total assets invested?

Summerhaven investment management is Berry’s biggest shareholder by percentage of total assets invested, with 0.23% of its assets in 127K Berry shares, valued at 351.78K$.

Who is the top mutual fund holder of Berry shares?

Avantis US Small Cap Value ETF is the top mutual fund holder of Berry shares, with 2.86% of its total shares outstanding invested in 2.22M Berry shares.

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