Berry Ownership | Who Owns Berry?

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Berry Ownership Summary

Berry is owned by 35.11% institutional investors, 1.84% insiders, and 63.05% retail investors. Blackrock is the largest institutional shareholder, holding 8.60% of BRY shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.93% of its assets in Berry shares.

BRY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Berry	35.11%	1.84%	63.05%
Sector	Energy Stocks	14209.85%	14.22%	-14124.08%
Industry	Oil & Gas Exploration & Production Stocks	55157.41%	15.47%	-55072.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.55M	8.60%	$42.34M
Tudor investment corp et al	3.69M	4.75%	$13.94M
Hotchkis & wiley capital management	3.37M	4.34%	$12.73M
Qube research	1.99M	2.56%	$7.52M
Jacobs levy equity management	1.36M	1.79%	$8.80M
Aqr capital management	952.55K	1.24%	$3.93M
Millennium management	902.74K	1.17%	$3.73M
Susquehanna group, llp	835.59K	1.09%	$3.45M
Northern trust	624.21K	0.80%	$2.36M
Bridgeway capital management	604.98K	0.78%	$2.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Virtus fund advisers	13.64K	0.18%	$56.35K
Harvest management	100.00K	0.16%	$378.00K
Pharvision advisers	39.51K	0.08%	$149.35K
Water island capital	142.98K	0.07%	$540.46K
Bridgeway capital management	604.98K	0.05%	$2.29M
Virtus investment advisers	44.50K	0.05%	$168.21K
Hotchkis & wiley capital management	3.37M	0.04%	$12.73M
Jacobs levy equity management	1.36M	0.04%	$8.80M
Nebula research & development	116.04K	0.03%	$321.44K
Tudor investment corp et al	3.69M	0.02%	$13.94M

Top Buyers

Holder	Shares	% Assets	Change
Tudor investment corp et al	3.69M	0.02%	3.63M
Hotchkis & wiley capital management	3.37M	0.04%	1.43M
Susquehanna group, llp	835.59K	0.00%	755.09K
Millennium management	902.74K	0.00%	510.51K
Polar asset management partners	467.26K	0.02%	467.26K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	-	-	-6.70M
Vanguard group	-	-	-4.74M
Oaktree capital management lp	-	-	-3.70M
Dimensional fund advisors lp	-	-	-3.61M
Allspring global investments	-	-	-2.74M

New Positions

Holder	Shares	% Assets	Change	Value
Polar asset management partners	467.26K	0.02%	467.26K	$1.77M
D. e. shaw	401.93K	0.00%	401.93K	$1.66M
Water island capital	142.98K	0.07%	142.98K	$540.46K
Harvest management	100.00K	0.16%	100.00K	$378.00K
Pharvision advisers	39.51K	0.08%	39.51K	$149.35K

Sold Out

Holder	Change
Cbiz investment advisory services	-2.00
Ifp advisors	-2.00
Nelson, van denburg & campbell wealth management group	-16.00
Private trust co na	-22.00
Carolina wealth advisors	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	67	-57.59%	27,246,079	-54.63%	35	0.59%	30	-66.29%	19	-59.57%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Avantis US Small Cap Value ETF	2.27M	2.93%	4.44K
Allspring Special Small Cap Value A	2.11M	2.71%	-
iShares Russell 2000 ETF	1.94M	2.50%	-
Vanguard US Total Market Shares ETF	1.92M	2.48%	-
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%	-
Hotchkis & Wiley Small Cap Value I	1.24M	1.60%	556.60K
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.07M	1.38%	-

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 Q4	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	1

BRY Ownership FAQ

Who Owns Berry?

Berry shareholders are primarily institutional investors at 35.11%, followed by 1.84% insiders and 63.05% retail investors. The average institutional ownership in Berry's industry, Oil & Gas Exploration & Production Stocks, is 55157.41%, which Berry falls below.

Who owns the most shares of Berry?

Berry’s largest shareholders are Blackrock (6.55M shares, 8.60%), Tudor investment corp et al (3.69M shares, 4.75%), and Hotchkis & wiley capital management (3.37M shares, 4.34%). Together, they hold 17.69% 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?

Virtus fund advisers is Berry’s biggest shareholder by percentage of total assets invested, with 0.18% of its assets in 13.64K Berry shares, valued at 56.35K$.

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 2.93% of its total shares outstanding invested in 2.27M Berry shares.

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