Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BTE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Juniper Capital Advisors, L.P. | 49.7M | $222.2M | -47.4% | 6.716% | 66.93% |
| 2 | Connor, Clark & Lunn Investment Management Ltd. | 39.8M | $178.1M | +34.3% | 5.382% | 0.41% |
| 3 | D. E. Shaw & Co., Inc. | 22.6M | $100.9M | +73.5% | 3.050% | 0.09% |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 22.0M | $98.4M | +816.3% | 2.973% | 0.05% |
| 5 | Encompass Capital Advisors LLC | 20.1M | $89.7M | +43.9% | 2.712% | 3.66% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 19.7M | $88.3M | β | 2.668% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 17.3M | $77.2M | +13.7% | 2.333% | 0.04% |
| 8 | TD ASSET MANAGEMENT INC | 13.5M | $60.1M | +31.1% | 1.823% | 0.05% |
| 9 | GOLDMAN SACHS GROUP INC | 10.7M | $47.9M | +574.2% | 1.448% | 0.01% |
| 10 | Webs Creek Capital Management LP | 9.2M | $41.3M | -8.6% | 1.249% | 7.16% |
| 11 | MILLENNIUM MANAGEMENT LLC | 9.1M | $40.6M | +263.7% | 1.228% | 0.03% |
| 12 | ROYAL BANK OF CANADA | 8.0M | $35.8M | -3.0% | 1.081% | 0.01% |
| 13 | ALLIANCEBERNSTEIN L.P. | 10.2M | $33.0M | -1.3% | 1.379% | 0.01% |
| 14 | MORGAN STANLEY | 7.0M | $31.3M | +119.8% | 0.946% | 0.00% |
| 15 | INTACT INVESTMENT MANAGEMENT INC. | 6.5M | $29.1M | -26.6% | 0.879% | 0.83% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 6.0M | $27.0M | β | 0.816% | 0.01% |
| 17 | BANK OF MONTREAL /CAN/ | 6.0M | $26.7M | +10.3% | 0.807% | 0.01% |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 5.5M | $24.5M | +3.3% | 0.739% | 0.04% |
| 19 | NATIONAL BANK OF CANADA /FI/ | 4.9M | $21.9M | +160.7% | 0.663% | 0.02% |
| 20 | STATE OF WISCONSIN INVESTMENT BOARD | 4.7M | $20.7M | -3.9% | 0.629% | 0.05% |
| 21 | CIBC World Markets Inc. | 4.6M | $20.6M | +10.2% | 0.622% | 0.03% |
| 22 | FIRST TRUST ADVISORS LP | 4.4M | $19.5M | +44.6% | 0.588% | 0.01% |
| 23 | Nuveen, LLC | 3.9M | $17.2M | +659.4% | 0.523% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $15.8M | +3.9% | 0.478% | 0.00% |
| 25 | UBS Group AG | 3.5M | $15.5M | -25.1% | 0.468% | 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 BTE β a direct measure of their conviction.
Filings activity in BTE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BTE position in Q1 2026
Institutions that fully closed their BTE 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 | 173 | +15% | 47.34% | +15.37 pp | $1.63B | +48% |
| Q4 2025 | 150 | +12% | 31.97% | +17.08 pp | $1.10B | +115% |
| Q3 2025 | 134 | 6.9% | 14.89% | +2.67 pp | $511M | +22% |
| Q2 2025 | 144 | 4.0% | 12.22% | 2.41 pp | $420M | 16% |
| Q1 2025 | 150 | 1.3% | 14.63% | +1.61 pp | $502M | +12% |
| Q4 2024 | 152 | 5.6% | 13.02% | 2.87 pp | $447M | 18% |
| Q3 2024 | 161 | 2.4% | 15.89% | 2.49 pp | $546M | 14% |
| Q2 2024 | 165 | β | 18.38% | β | $631M | 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 BTE stock.
Based on Q1 2026 13F filings, institutional ownership of Baytex Energy Corp. stands at 47.3%, held across 173 reporting institutions.
Juniper Capital Advisors, L.P. is the largest reported institutional holder of BTE, with approximately 49,701,895 shares worth $0.22B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BTE, including MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for BTE is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in BTE during Q1 2026, while 23 fully exited. 105 added to existing positions and 21 trimmed.
BTE institutional ownership rose by 15.37 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 61.8% of all reported 13F value in BTE, and the top 25 account for 85.1%.
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.
Baytex Energy Corp. (BTE) Institutional Ownership