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Forum Energy Ownership | Who Owns Forum Energy?

OverviewForecastRevenueFinancialsChartTranscripts

Forum Energy Ownership Summary

Forum Energy is owned by 63.84% institutional investors, 11.36% insiders, and 24.80% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.00% 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 Energy63.84%11.36%24.80%
SectorEnergy Stocks 108.48%14.45%-22.93%
IndustryOil & Gas Equipment & Services Stocks67.79%12.15%20.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de987.89K8.00%$19.23M
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
Penderfund capital management377.68K3.06%$7.35M
Allspring global investments268.26K2.18%$4.34M
Geode capital management240.74K1.95%$3.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Keyframe capital partners782.20K27.00%$12.12M
Penderfund capital management377.68K1.74%$7.35M
Tejara capital179.04K1.62%$3.49M
De lisle partners llp217.24K0.60%$4.24M
Mackay shields911.29K0.42%$14.12M
Jb capital partners lp71.80K0.26%$1.40M
Perritt capital management18.35K0.18%$357.27K
Monaco asset management sam50.00K0.17%$973.50K
Employees retirement system of texas441.79K0.15%$684.33M
Icon wealth advisors91.76K0.13%$1.79M

Top Buyers

HolderShares% AssetsChange
Blackrock767.28K0.00%98.35K
American century companies234.74K0.00%96.17K
Jb capital partners lp71.80K0.26%71.80K
Jpmorgan chase48.21K0.00%39.36K
Keyframe capital partners782.20K27.00%36.15K

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
Jb capital partners lp71.80K0.26%71.80K$1.40M
Bnp paribas arbitrage, snc17.34K0.00%17.34K$268.64K
Bailard13.10K0.01%13.10K$255.06K
Quadrature capital12.08K0.00%12.08K$234.88K
Mitsubishi ufj kokusai asset management10.67K0.00%10.67K$207.80K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Rothschild investment-10.00
Advisor group-12.00
True wealth design-20.00
Capital performance advisors llp-26.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202581-10.99%7,884,0242.33%631.63%36-7.69%28-3.45%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
NYLI MacKay High Yield Corporate Bd Cl B609.96K4.97%-
NYLI MacKay High Yield Corp Bond Cl R6594.44K4.81%-7.68K
NYLI MacKay High Yield Corporate Bd Cl A564.07K4.56%-27.07K
Pender Corporate Bond F363.88K3.14%-
Vanguard Total Stock Mkt Idx Inv359.71K3.11%-7.93K
Vanguard US Total Market Shares ETF367.64K2.98%-
iShares Russell 2000 ETF246.64K1.99%-4.72K
Allspring Special Small Cap Value A223.24K1.93%-
VT De Lisle America B USD217.24K1.76%-
Avantis US Small Cap Value ETF209.65K1.69%696.00

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 63.84%, followed by 11.36% insiders and 24.80% retail investors. The average institutional ownership in Forum Energy's industry, Oil & Gas Equipment & Services Stocks, is 67.79%, which Forum Energy falls below.

Who owns the most shares of Forum Energy?

Forum Energy’s largest shareholders are Blackrock funding, inc. /de (987.89K shares, 8.00%), Mackay shields (911.29K shares, 7.39%), and Keyframe capital partners (782.2K shares, 6.34%). Together, they hold 21.73% 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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