Forum Energy Ownership | Who Owns Forum Energy?


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Forum Energy Ownership Summary


Forum Energy is owned by 62.64% institutional investors, 10.81% insiders, and 26.56% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.67% of FET shares. NYLI MacKay High Yield Corporate Bd Cl B is the top mutual fund, with 4.97% of its assets in Forum Energy shares.

FET Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockForum Energy62.64%10.81%26.56%
SectorEnergy Stocks 42.55%14.74%42.71%
IndustryOil & Gas Equipment & Services Stocks53.28%12.23%34.49%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de1.07M8.67%$16.55M
Mackay shields911.29K7.39%$14.12M
Keyframe capital partners782.20K6.34%$12.12M
Blackrock767.28K6.29%$12.94M
Vanguard group610.61K4.95%$9.46M
Dimensional fund advisors lp507.26K4.11%$7.86M
Employees retirement system of texas441.79K3.58%$684.33M
Allspring global investments268.26K2.18%$4.34M
Geode capital management240.74K1.95%$3.73M
Crossingbridge advisors240.66K1.95%$3.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Keyframe capital partners782.20K27.00%$12.12M
Tejara capital230.54K2.34%$3.57M
Crossingbridge advisors240.66K1.22%$3.73M
Penderfund capital management199.12K0.95%$4.43M
De lisle partners llp209.22K0.47%$3.24M
Mackay shields911.29K0.42%$14.12M
Monaco asset management sam75.12K0.17%$1.16M
Employees retirement system of texas441.79K0.15%$684.33M
Icon wealth advisors91.76K0.12%$1.42M
Bridgeway capital management72.33K0.03%$1.12M

Top Buyers

HolderShares% AssetsChange
Blackrock767.28K0.00%98.35K
Jpmorgan chase48.21K0.00%39.36K
Qube research36.21K0.00%36.21K
Keyframe capital partners782.20K27.00%36.15K
Two sigma investments, lp37.49K0.00%22.25K

Top Sellers

HolderShares% AssetsChange
Scf partners---830.73K
Canada pension plan investment board---228.59K
Hotchkis & wiley capital management---148.54K
Goldman sachs group71.19K0.00%-103.84K
Bank of montreal /can/---97.73K

New Positions

HolderShares% AssetsChangeValue
Qube research36.21K0.00%36.21K$560.88K
Trexquant investment lp20.34K0.00%20.34K$315.10K
Bnp paribas arbitrage, snc17.34K0.00%17.34K$268.64K
Xtx topco10.35K0.01%10.35K$160.35K
Headlands417.000.00%417.00$6.46K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Advisor group-12.00
Capital performance advisors llp-26.00
Pickering energy partners lp-500.00
Metropolitan life insurance co/ny-540.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2025913.41%7,704,1660.94%621.63%39-31.58%29163.64%
Dec 31, 202439-49.35%3,827,791-53.80%310.69%25-40.48%8-46.67%
Sep 30, 202477-8,284,60622.04%672.22%422.44%15-16.67%
Jun 30, 202476-2.56%6,788,484-0.36%551.25%4011.11%18-25.00%
Mar 31, 2024785.41%6,812,7755.08%661.65%36-7.69%2426.32%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
NYLI MacKay High Yield Corporate Bd Cl B609.96K4.97%-
NYLI MacKay High Yield Corporate Bd Cl A594.44K4.81%-7.68K
NYLI MacKay High Yield Corp Bond Cl R6594.44K4.81%-7.68K
Vanguard US Total Market Shares ETF367.64K2.98%-
Vanguard Total Stock Mkt Idx Inv367.64K2.97%-
Pender Corporate Bond F293.27K2.37%94.15K
iShares Russell 2000 ETF257.75K2.08%126.00
Allspring Special Small Cap Value A223.24K1.80%5.00K
VT De Lisle America B USD217.24K1.76%15.00K
Avantis US Small Cap Value ETF161.08K1.30%1.22K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 13, 2025Lux Neal President & CEOBuy$161.13K
Mar 14, 2025Lux Neal President & CEOBuy$65.94K
Dec 11, 2024RASPINO LOUIS-Sell$76.28K
Dec 11, 2024GAUT C CHRISTOPHER-Sell$30.62K
Aug 15, 2024Lux Neal President & CEOBuy$145.08K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4-2
2024 Q32-
2024 Q1-1
2023 Q4-2

FET Ownership FAQ


Who Owns Forum Energy?

Forum Energy shareholders are primarily institutional investors at 62.64%, followed by 10.81% insiders and 26.55% retail investors. The average institutional ownership in Forum Energy's industry, Oil & Gas Equipment & Services Stocks, is 53.28%, which Forum Energy exceeds.

Who owns the most shares of Forum Energy?

Forum Energy’s largest shareholders are Blackrock funding, inc. /de (1.07M shares, 8.67%), Mackay shields (911.29K shares, 7.39%), and Keyframe capital partners (782.2K shares, 6.34%). Together, they hold 22.40% of Forum Energy’s total shares outstanding.

Does Blackrock own Forum Energy?

Yes, BlackRock owns 6.29% of Forum Energy, totaling 767.28K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.94M$. In the last quarter, BlackRock increased its holdings by 98.35K shares, a 14.70% change.

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

Keyframe capital partners is Forum Energy’s biggest shareholder by percentage of total assets invested, with 27.00% of its assets in 782.2K Forum Energy shares, valued at 12.12M$.

Who is the top mutual fund holder of Forum Energy shares?

NYLI MacKay High Yield Corporate Bd Cl B is the top mutual fund holder of Forum Energy shares, with 4.97% of its total shares outstanding invested in 609.96K Forum Energy shares.

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