Ranked by reported Q2 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 | $3.9M | 0.0% | 13.670% | 0.05% |
| 2 | LUMINUS MANAGEMENT LLC | 1.1M | $1.4M | -46.7% | 4.857% | 0.96% |
| 3 | BlackRock, Inc. | 746K | $977K | +299.7% | 3.388% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 699K | $915K | +124.0% | 3.173% | 0.00% |
| 5 | UBS Group AG | 321K | $420K | +641308.0% | 1.456% | 0.00% |
| 6 | Utah Retirement Systems | 190K | $249K | 0.0% | 0.862% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 117K | $154K | +29.6% | 0.532% | 0.00% |
| 8 | HighTower Advisors, LLC | 100K | $131K | β | 0.455% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 74K | $97K | +93.0% | 0.337% | 0.00% |
| 10 | OSAIC HOLDINGS, INC. | 36K | $47K | +235.8% | 0.165% | 0.00% |
| 11 | STATE STREET CORP | 34K | $44K | 0.0% | 0.154% | 0.00% |
| 12 | AlphaGrep UK Ltd | 33K | $43K | β | 0.148% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31K | $41K | +93.2% | 0.141% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29K | $38K | β | 0.131% | 0.00% |
| 15 | NORTHERN TRUST CORP | 23K | $30K | +34.7% | 0.105% | 0.00% |
| 16 | Vanguard Personalized Indexing Management, LLC | 21K | $27K | β | 0.095% | 0.00% |
| 17 | TWO SIGMA INVESTMENTS, LP | 18K | $24K | 0.0% | 0.084% | 0.00% |
| 18 | B. Riley Wealth Advisors, Inc. | 15K | $21K | β | 0.068% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 15K | $19K | 0.0% | 0.067% | 0.00% |
| 20 | Engineers Gate Manager LP | 12K | $15K | -79.4% | 0.053% | 0.00% |
| 21 | MAI Capital Management | 11K | $15K | β | 0.051% | 0.00% |
| 22 | Vanguard Global Advisers, LLC | 4K | $5K | 0.0% | 0.017% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 3K | $4K | +2.8% | 0.015% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 3K | $4K | +96.2% | 0.014% | 0.00% |
| 25 | JPMORGAN CHASE & CO | 1K | $2K | +523.9% | 0.006% | 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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +2.5% | 30.31% | 38.33 pp | $9M | 72% |
| Q1 2026 | 40 | +38% | 68.64% | +11.99 pp | $31M | +121% |
| Q4 2025 | 29 | +3.6% | 56.65% | +0.15 pp | $14M | 6.4% |
| Q3 2025 | 28 | 3.4% | 56.50% | 0.35 pp | $15M | 6.5% |
| Q2 2025 | 29 | 9.4% | 56.85% | 1.11 pp | $16M | 1.1% |
| Q1 2025 | 32 | 5.9% | 57.96% | 0.68 pp | $16M | 25% |
| Q4 2024 | 34 | +0.0% | 58.64% | 1.96 pp | $22M | 75% |
| Q3 2024 | 34 | β | 60.60% | β | $87M | 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 Q2 2026 13F filings, institutional ownership of Battalion Oil Corporation stands at 30.3%, held across 41 reporting institutions.
OAKTREE CAPITAL MANAGEMENT LP is the largest reported institutional holder of BATL, with approximately 3,009,912 shares worth $0.00B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BATL, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BATL is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in BATL during Q2 2026, while 10 fully exited. 4 added to existing positions and 25 trimmed.
BATL institutional ownership fell by 38.33 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 96.1% of all reported 13F value in BATL, and the top 25 account for 99.9%.
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