Oil States Ownership | Who Owns Oil States?
Oil States Ownership Summary
Oil States is owned by 40.58% institutional investors, 7.38% insiders, and 52.03% 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 3.80% of its assets in Oil States shares.
OIS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oil States | 40.58% | 7.38% | 52.03% |
| Sector | Energy Stocks | 147.73% | 15.16% | -62.89% |
| Industry | Oil & Gas Equipment & Services Stocks | 41.12% | 12.83% | 46.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.19M | 11.50% | $31.91M |
| Blackrock funding, inc. /de | 6.66M | 11.49% | $45.07M |
| Vanguard group | 4.48M | 7.73% | $30.33M |
| Dimensional fund advisors lp | 3.43M | 5.92% | $23.24M |
| D. e. shaw | 3.09M | 4.98% | $15.64M |
| First eagle investment management | 2.58M | 4.46% | $17.48M |
| Acadian asset management | 2.44M | 4.21% | $16.51M |
| Hotchkis & wiley capital management | 1.81M | 3.06% | $10.97M |
| Gendell jeffrey l | 1.57M | 2.70% | $10.60M |
| State street | 1.50M | 2.54% | $9.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hara capital | 346.84K | 1.31% | $2.35M |
| Nierenberg investment management company | 111.56K | 0.29% | $676.02K |
| Gendell jeffrey l | 1.57M | 0.18% | $10.60M |
| Kennedy capital management | 1.34M | 0.18% | $8.11M |
| Bridgeway capital management | 1.05M | 0.14% | $6.38M |
| Campbell & co investment adviser | 164.71K | 0.05% | $1.12M |
| Clarivest asset management | 116.09K | 0.05% | $515.46K |
| State of wyoming | 47.33K | 0.04% | $320.40K |
| Hotchkis & wiley capital management | 1.81M | 0.03% | $10.97M |
| First eagle investment management | 2.58M | 0.03% | $17.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 954.97K | 0.00% | 314.67K |
| Bridgeway capital management | 1.05M | 0.14% | 300.01K |
| American century companies | 1.49M | 0.00% | 216.95K |
| Arrowstreet capital, limited partnership | 425.70K | 0.00% | 209.91K |
| Hotchkis & wiley capital management | 1.81M | 0.03% | 184.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Palisade capital management, lp | - | - | -3.82M |
| Balyasny asset management | - | - | -1.63M |
| Hillsdale investment management | 53.60K | 0.01% | -1.21M |
| Kennedy capital management | 1.34M | 0.18% | -672.52K |
| Ubs group | 509.88K | 0.00% | -545.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 145.11K | 0.00% | 145.11K | $982.40K |
| Winton group | 71.42K | 0.02% | 71.42K | $483.52K |
| State of wisconsin investment board | 54.81K | 0.00% | 54.81K | $332.18K |
| Man group | 52.59K | 0.00% | 52.59K | $318.70K |
| Abacus wealth partners | 30.56K | 0.02% | 30.56K | $206.87K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Twin peaks wealth advisors | -15.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 84 | -47.17% | 23,516,200 | -55.75% | 40 | 0.50% | 39 | -55.68% | 29 | -40.82% |
| Sep 30, 2025 | 73 | -51.66% | 21,620,983 | -58.25% | 36 | 0.48% | 38 | -55.29% | 22 | -58.49% |
| Jun 30, 2025 | 150 | -3.85% | 51,720,396 | 1.55% | 87 | 1.22% | 85 | -7.61% | 53 | 10.42% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Eagle US Small Cap Strategy | 2.27M | 3.80% | -6.87K |
| First Eagle Small Cap Opportunity I | 2.27M | 3.79% | 2.27M |
| Vanguard US Total Market Shares ETF | 1.92M | 3.10% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 2.89% | - |
| iShares Russell 2000 ETF | 1.42M | 2.37% | 89.60K |
| Avantis US Small Cap Value ETF | 1.42M | 2.37% | 2.97K |
| DFA US Small Cap Value I | 784.75K | 1.31% | - |
| Schwab Fundamental U.S. Small CompanyETF | 747.38K | 1.25% | -520.00 |
| Kennedy Small Cap Value | 650.85K | 1.09% | 111.70K |
| Vanguard Energy ETF | 604.37K | 1.01% | 11.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2025 | TAYLOR CINDY B | President & CEO | Sell | $99.63K |
| 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 |
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy | $175.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
OIS Ownership FAQ
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