Oil States Ownership | Who Owns Oil States?
Oil States Ownership Summary
Oil States is owned by 84.59% institutional investors, 7.10% insiders, and 8.31% retail investors. Blackrock is the largest institutional shareholder, holding 11.50% of OIS shares. First Eagle US Small Cap Strategy is the top mutual fund, with 3.68% of its assets in Oil States shares.
OIS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oil States | 84.59% | 7.10% | 8.31% |
| Sector | Energy Stocks | 42.59% | 14.73% | 42.69% |
| Industry | Oil & Gas Equipment & Services Stocks | 53.28% | 12.23% | 34.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.19M | 11.50% | $31.91M |
| Blackrock funding, inc. /de | 6.76M | 11.43% | $36.25M |
| Vanguard group | 3.59M | 5.79% | $18.18M |
| D. e. shaw | 3.09M | 4.98% | $15.64M |
| Dimensional fund advisors lp | 2.90M | 4.67% | $14.67M |
| Acadian asset management | 2.43M | 4.11% | $13.04M |
| First eagle investment management | 2.45M | 3.95% | $12.40M |
| Kennedy capital management | 2.01M | 3.40% | $10.78M |
| Hotchkis & wiley capital management | 1.63M | 2.75% | $8.71M |
| Gendell jeffrey l | 1.61M | 2.72% | $8.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hara capital | 194.75K | 0.65% | $1.04M |
| Nierenberg investment management company | 111.56K | 0.32% | $597.93K |
| Kennedy capital management | 2.01M | 0.26% | $10.78M |
| Gendell jeffrey l | 1.61M | 0.23% | $8.62M |
| Campbell & co investment adviser | 252.17K | 0.09% | $1.35M |
| Bridgeway capital management | 743.86K | 0.08% | $3.76M |
| Gsa capital partners llp | 189.95K | 0.07% | $961.00K |
| Clarivest asset management | 116.09K | 0.05% | $515.46K |
| Hotchkis & wiley capital management | 1.63M | 0.03% | $8.71M |
| First eagle investment management | 2.45M | 0.03% | $12.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 1.63M | 0.03% | 522.69K |
| Ubs group | 530.60K | 0.00% | 494.34K |
| Prudential financial | 900.64K | 0.01% | 440.05K |
| Goldman sachs group | 1.06M | 0.00% | 332.61K |
| Jpmorgan chase | 710.67K | 0.00% | 260.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Palisade capital management, lp | - | - | -3.82M |
| Balyasny asset management | - | - | -1.63M |
| State street | 1.48M | 0.00% | -526.24K |
| Hennessy advisors | - | - | -485.60K |
| Blackrock funding, inc. /de | 6.76M | 0.00% | -395.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stifel financial | 103.05K | 0.00% | 103.05K | $521.43K |
| Xtx topco | 66.93K | 0.01% | 66.93K | $358.75K |
| Los angeles capital management | 39.68K | 0.00% | 39.68K | $212.69K |
| Massachusetts financial services co /ma/ | 36.82K | 0.00% | 36.82K | $197.34K |
| Wellington management group llp | 32.45K | - | 32.45K | $164.17K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -9.00 |
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Jones financial companies lllp | -16.00 |
| Principal securities | -60.00 |
| Allspring global investments | -66.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 156 | 4.00% | 50,894,609 | 3.61% | 84 | 1.35% | 92 | 22.67% | 48 | -14.29% |
| Dec 31, 2024 | 54 | -65.16% | 13,487,685 | -72.68% | 21 | 0.34% | 26 | -66.23% | 17 | -68.52% |
| Sep 30, 2024 | 155 | 4.73% | 49,369,153 | -6.28% | 79 | 1.12% | 78 | 1.30% | 53 | -10.17% |
| Jun 30, 2024 | 146 | -17.05% | 52,672,201 | -6.62% | 84 | 1.03% | 76 | -26.92% | 58 | 13.73% |
| Mar 31, 2024 | 176 | -4.86% | 56,407,893 | -5.06% | 90 | 1.00% | 104 | 2.97% | 51 | -15.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Eagle US Small Cap Strategy | 2.28M | 3.68% | 26.58K |
| First Eagle Small Cap Opportunity I | 2.28M | 3.68% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.88M | 3.10% | -41.44K |
| Vanguard US Total Market Shares ETF | 1.92M | 3.10% | - |
| iShares Russell 2000 ETF | 1.44M | 2.37% | -27.30K |
| Kennedy Small Cap Value | 1.14M | 1.85% | -219.64K |
| Avantis US Small Cap Value ETF | 1.07M | 1.77% | 1.89K |
| DFA US Small Cap Value I | 759.02K | 1.25% | 68.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 634.17K | 1.05% | -273.78K |
| Fidelity Small Cap Index | 602.70K | 0.99% | -4.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy | $175.68K |
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy | $5.78K |
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy | $7.65K |
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy | $23.54K |
| Mar 04, 2021 | CRAGG CHRISTOPHER E | Former EVP, Operations | Sell | $285.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
OIS Ownership FAQ
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