Forum Energy Ownership | Who Owns Forum Energy?


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Forum Energy Ownership Summary


Forum Energy is owned by 61.36% institutional investors, 11.88% insiders, and 26.76% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.11% 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 Energy61.36%11.88%26.76%
SectorEnergy Stocks 14147.70%14.16%-14061.87%
IndustryOil & Gas Equipment & Services Stocks47.70%12.52%39.79%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de878.34K7.11%$23.46M
Keyframe capital partners848.52K6.87%$22.66M
Blackrock767.28K6.29%$12.94M
Vanguard group630.98K5.11%$16.85M
Dimensional fund advisors lp591.74K4.79%$15.81M
Employees retirement system of texas441.79K3.58%$11.80M
American century companies305.28K2.47%$8.15M
Allspring global investments297.00K2.40%$7.91M
Jpmorgan chase262.32K2.12%$7.01M
Penderfund capital management260.08K2.11%$6.95M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Keyframe capital partners848.52K55.54%$22.66M
Tejara capital158.99K2.22%$4.25M
Penderfund capital management260.08K1.17%$6.95M
De lisle partners llp211.39K0.69%$5.64M
Jb capital partners lp120.80K0.55%$3.23M
Perritt capital management17.95K0.23%$479.44K
Icon wealth advisors91.76K0.17%$2.45M
Eam investors38.45K0.12%$1.03M
Employees retirement system of texas441.79K0.09%$11.80M
Nyl investors10.30K0.09%$275.13K

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase262.32K0.00%100.72K
Blackrock767.28K0.00%98.35K
Jane street group90.11K0.00%90.11K
Renaissance181.35K0.01%73.85K
Arrowstreet capital, limited partnership73.40K0.00%73.40K

Top Sellers

HolderShares% AssetsChange
Scf partners---830.73K
Mackay shields---809.24K
Canada pension plan investment board---228.59K
Hotchkis & wiley capital management---148.54K
Penderfund capital management260.08K1.17%-117.60K

New Positions

HolderShares% AssetsChangeValue
Arrowstreet capital, limited partnership73.40K0.00%73.40K$1.96M
Mackenzie financial49.37K0.00%49.37K$1.32M
Eam investors38.45K0.12%38.45K$1.03M
State of wisconsin investment board27.94K0.00%27.94K$746.30K
Jump financial16.81K0.01%16.81K$448.94K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Rothschild investment-10.00
True wealth design-20.00
Capital performance advisors llp-26.00
Barrow hanley mewhinney & strauss-43.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202510330.38%7,578,054-2.41%611.55%6472.97%23-11.54%
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%

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 ETF252.08K2.12%-
Allspring Special Small Cap Value A223.24K1.93%-
Avantis US Small Cap Value ETF228.25K1.92%1.56K
VT De Lisle America B USD211.39K1.78%-5.85K

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 61.36%, followed by 11.88% insiders and 26.76% retail investors. The average institutional ownership in Forum Energy's industry, Oil & Gas Equipment & Services Stocks, is 47.70%, which Forum Energy exceeds.

Who owns the most shares of Forum Energy?

Forum Energy’s largest shareholders are Blackrock funding, inc. /de (878.34K shares, 7.11%), Keyframe capital partners (848.52K shares, 6.87%), and Blackrock (767.28K shares, 6.29%). Together, they hold 20.27% 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 55.54% of its assets in 848.52K Forum Energy shares, valued at 22.66M$.

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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