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 2.93% 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	108.48%	14.45%	-22.93%
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	2.74M	3.53%	$10.46M
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
Bryn mawr trust	30.00K	0.00%	30.00K	$113.40K

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

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