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 8.64% 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	83.70%	1.83%	14.47%
Sector	Energy Stocks	109.24%	14.55%	-23.79%
Industry	Oil & Gas Exploration & Production Stocks	260.81%	16.93%	-177.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.70M	8.64%	$25.34M
Blackrock	6.55M	8.60%	$42.34M
Vanguard group	4.74M	6.10%	$17.90M
Tudor investment corp et al	3.69M	4.75%	$13.94M
Dimensional fund advisors lp	3.61M	4.65%	$13.63M
Hotchkis & wiley capital management	3.37M	4.34%	$12.73M
Allspring global investments	2.74M	3.53%	$10.46M
American century companies	2.65M	3.42%	$10.03M
Charles schwab investment management	2.55M	3.29%	$9.64M
Qube research	1.99M	2.56%	$7.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bck capital management lp	344.99K	1.39%	$1.30M
Abc arbitrage sa	1.30M	0.48%	$4.91M
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
Glazer capital	561.46K	0.07%	$2.12M
Water island capital	142.98K	0.07%	$540.46K
Virtus etf advisers	19.86K	0.05%	$75.06K
Bridgeway capital management	604.98K	0.05%	$2.29M
Virtus investment advisers	44.50K	0.05%	$168.21K

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
Abc arbitrage sa	1.30M	0.48%	1.30M
Jpmorgan chase	1.53M	0.00%	1.22M
Susquehanna group, llp	835.59K	0.00%	755.09K

Top Sellers

Holder	Shares	% Assets	Change
Oaktree capital management lp	-	-	-3.70M
South dakota investment council	-	-	-1.96M
Vanguard group	4.74M	0.00%	-1.75M
Acadian asset management	-	-	-1.49M
Meros investment management, lp	-	-	-1.26M

New Positions

Holder	Shares	% Assets	Change	Value
Abc arbitrage sa	1.30M	0.48%	1.30M	$4.91M
Omers administration	578.10K	0.02%	578.10K	$2.19M
Glazer capital	561.46K	0.07%	561.46K	$2.12M
Polar asset management partners	467.26K	0.02%	467.26K	$1.77M
D. e. shaw	401.93K	0.00%	401.93K	$1.66M

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 %
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	2.27M	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 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 260.81%, which Berry falls below.

Who owns the most shares of Berry?

Berry’s largest shareholders are Blackrock funding, inc. /de (6.7M shares, 8.64%), Blackrock (6.55M shares, 8.60%), and Vanguard group (4.74M shares, 6.10%). Together, they hold 23.34% 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?

Bck capital management lp is Berry’s biggest shareholder by percentage of total assets invested, with 1.39% of its assets in 344.99K Berry shares, valued at 1.3M$.

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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