Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BATL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | OAKTREE CAPITAL MANAGEMENT LP | 3.0M | $11.7M | 0.0% | 18.028% | 0.20% |
| 2 | LUMINUS MANAGEMENT LLC | 2.0M | $7.8M | -67.4% | 12.018% | 4.73% |
| 3 | Alyeska Investment Group, L.P. | 1.8M | $7.0M | β | 10.781% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 312K | $1.2M | β | 1.869% | 0.00% |
| 5 | Utah Retirement Systems | 190K | $740K | β | 1.137% | 0.01% |
| 6 | BlackRock, Inc. | 187K | $728K | +58416.0% | 1.118% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 90K | $353K | +39.5% | 0.542% | 0.00% |
| 8 | MARSHALL WACE, LLP | 64K | $248K | β | 0.381% | 0.00% |
| 9 | Engineers Gate Manager LP | 56K | $220K | β | 0.338% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 38K | $150K | β | 0.230% | 0.00% |
| 11 | Qube Research & Technologies Ltd | 36K | $142K | β | 0.218% | 0.00% |
| 12 | STATE STREET CORP | 34K | $132K | +58.4% | 0.203% | 0.00% |
| 13 | CITIGROUP INC | 23K | $90K | β | 0.138% | 0.00% |
| 14 | JANE STREET GROUP, LLC | 19K | $72K | β | 0.111% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 18K | $72K | 0.0% | 0.111% | 0.00% |
| 16 | NORTHERN TRUST CORP | 17K | $67K | β | 0.103% | 0.00% |
| 17 | Baader Bank Aktiengesellschaft | 25K | $65K | β | 0.151% | 0.01% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16K | $63K | 0.0% | 0.096% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 15K | $59K | +0.0% | 0.088% | 0.00% |
| 20 | ADVISOR GROUP HOLDINGS, INC. | 11K | $42K | β | 0.065% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 4K | $14K | β | 0.022% | 0.00% |
| 22 | ROYAL BANK OF CANADA | 3K | $13K | 0.0% | 0.020% | 0.00% |
| 23 | Quantbot Technologies LP | 2K | $9K | β | 0.014% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 2K | $6K | -48.1% | 0.009% | 0.00% |
| 25 | Truvestments Capital LLC | 2K | $6K | β | 0.009% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BATL β a direct measure of their conviction.
Filings activity in BATL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BATL position in Q1 2026
Institutions that fully closed their BATL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 39 | +34% | 131.18% | +71.78 pp | $31M | +121% |
| Q4 2025 | 29 | +3.6% | 59.40% | 4.09 pp | $14M | 6.4% |
| Q3 2025 | 28 | 3.4% | 63.49% | 4.43 pp | $15M | 6.5% |
| Q2 2025 | 29 | 9.4% | 67.92% | 0.77 pp | $16M | 1.1% |
| Q1 2025 | 32 | 5.9% | 68.69% | 22.80 pp | $16M | 25% |
| Q4 2024 | 34 | +0.0% | 91.49% | 108.50 pp | $22M | 75% |
| Q3 2024 | 34 | 11% | 199.99% | +19.96 pp | $87M | +103% |
| Q2 2024 | 38 | β | 180.03% | β | $43M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BATL stock.
Based on Q1 2026 13F filings, institutional ownership of Battalion Oil Corporation stands at 131.2%, held across 39 reporting institutions.
OAKTREE CAPITAL MANAGEMENT LP is the largest reported institutional holder of BATL, with approximately 3,009,912 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BATL, including JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BATL is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in BATL during Q1 2026, while 12 fully exited. 15 added to existing positions and 1 trimmed.
BATL institutional ownership rose by 71.78 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 97.2% of all reported 13F value in BATL, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Battalion Oil Corporation (BATL) Institutional Ownership