Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TBN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | HITE Hedge Asset Management LLC | 2.1M | $103.8M | +1.9% | 7.332% | 5.86% |
| 2 | Alberta Investment Management Corp | 859K | $42.9M | 0.0% | 3.032% | 0.27% |
| 3 | GILDER GAGNON HOWE & CO LLC | 841K | $42.0M | +5.8% | 2.970% | 0.50% |
| 4 | Encompass Capital Advisors LLC | 714K | $35.7M | 0.0% | 2.520% | 1.45% |
| 5 | Yaupon Capital Management LP | 535K | $26.8M | +3.8% | 1.890% | 1.24% |
| 6 | UBS Group AG | 468K | $23.4M | +7.9% | 1.652% | 0.00% |
| 7 | Ancient Art, L.P. | 437K | $21.9M | 0.0% | 1.544% | 4.76% |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 238K | $11.9M | +113.8% | 0.840% | 0.01% |
| 9 | SCS Capital Management LLC | 200K | $10.0M | +113.8% | 0.706% | 0.11% |
| 10 | REAVES W H & CO INC | 170K | $8.5M | +70.0% | 0.600% | 0.14% |
| 11 | TWO SIGMA INVESTMENTS, LP | 153K | $7.6M | +172.7% | 0.540% | 0.01% |
| 12 | Aventail Capital Group, LP | 150K | $7.5M | -0.4% | 0.529% | 0.36% |
| 13 | CITADEL ADVISORS LLC | 147K | $7.3M | -69.2% | 0.518% | 0.00% |
| 14 | MACQUARIE GROUP LTD | 135K | $6.8M | +17.7% | 0.478% | 0.04% |
| 15 | MARSHALL WACE, LLP | 113K | $5.7M | β | 0.401% | 0.01% |
| 16 | FRANKLIN RESOURCES INC | 106K | $5.3M | +42.6% | 0.375% | 0.00% |
| 17 | Cinctive Capital Management LP | 102K | $5.1M | +515.7% | 0.360% | 0.33% |
| 18 | Zimmer Partners, LP | 91K | $4.6M | -36.4% | 0.323% | 0.11% |
| 19 | Merewether Investment Management, LP | 69K | $3.4M | -1.6% | 0.243% | 0.07% |
| 20 | Arbiter Partners Capital Management LLC | 67K | $3.4M | +17.5% | 0.237% | 2.24% |
| 21 | BANK OF AMERICA CORP /DE/ | 53K | $2.7M | +64.5% | 0.189% | 0.00% |
| 22 | HighTower Advisors, LLC | 48K | $2.4M | +162.5% | 0.168% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 47K | $2.4M | +26.1% | 0.167% | 0.00% |
| 24 | MORGAN STANLEY | 41K | $2.0M | +736.8% | 0.145% | 0.00% |
| 25 | Quadrature Capital Ltd | 33K | $1.6M | β | 0.116% | 0.02% |
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 TBN β a direct measure of their conviction.
Filings activity in TBN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TBN position in Q1 2026
Institutions that fully closed their TBN 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 | 56 | +17% | 35.35% | +17.34 pp | $404M | +96% |
| Q4 2025 | 48 | +60% | 18.01% | +5.85 pp | $206M | +48% |
| Q3 2025 | 30 | +30% | 12.16% | +5.42 pp | $139M | +80% |
| Q2 2025 | 23 | +44% | 6.74% | +2.12 pp | $77M | +46% |
| Q1 2025 | 16 | 24% | 4.62% | +0.25 pp | $53M | +5.5% |
| Q4 2024 | 21 | +5.0% | 4.37% | +0.58 pp | $50M | +16% |
| Q3 2024 | 20 | +18% | 3.79% | +0.08 pp | $43M | +2.1% |
| Q2 2024 | 17 | β | 3.71% | β | $42M | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 8, 2026 | SHEFFIELD SCOTT D | Buy | 7K | $36.02 | $252K |
Quick answers to the most common questions about buying TBN stock.
Based on Q1 2026 13F filings, institutional ownership of Tamboran Resources Corp stands at 35.4%, held across 56 reporting institutions.
HITE Hedge Asset Management LLC is the largest reported institutional holder of TBN, with approximately 2,076,315 shares worth $0.10B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of TBN, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for TBN is 77 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in TBN during Q1 2026, while 6 fully exited. 40 added to existing positions and 2 trimmed.
TBN institutional ownership rose by 17.34 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 80.9% of all reported 13F value in TBN, and the top 25 account for 97.6%.
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.
Tamboran Resources Corp (TBN) Institutional Ownership