Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in USEG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Empery Asset Management, LP | 1.9M | $1.7M | β | 5.657% | 2.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 561K | $496K | β | 1.655% | 0.00% |
| 3 | UBS Group AG | 482K | $426K | +163.5% | 1.423% | 0.00% |
| 4 | Vontobel Holding Ltd. | 340K | $303K | β | 1.004% | 0.00% |
| 5 | HighTower Advisors, LLC | 300K | $265K | β | 0.885% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 224K | $198K | +38.9% | 0.660% | 0.00% |
| 7 | PEAK6 LLC | 200K | $177K | β | 0.590% | 0.08% |
| 8 | STATE STREET CORP | 125K | $110K | +163.0% | 0.367% | 0.00% |
| 9 | THOMPSON DAVIS & CO., INC. | 81K | $71K | β | 0.238% | 0.05% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 51K | $45K | β | 0.151% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49K | $43K | 0.0% | 0.144% | 0.00% |
| 12 | NORTHERN TRUST CORP | 45K | $40K | 0.0% | 0.134% | 0.00% |
| 13 | Uniting Wealth Partners, LLC | 45K | $40K | 0.0% | 0.133% | 0.01% |
| 14 | CITIGROUP INC | 41K | $37K | +106279.5% | 0.122% | 0.00% |
| 15 | BlackRock, Inc. | 39K | $35K | +53.0% | 0.115% | 0.00% |
| 16 | United Asset Strategies, Inc. | 39K | $34K | +34.7% | 0.115% | 0.00% |
| 17 | Empowered Funds, LLC | 22K | $19K | 0.0% | 0.064% | 0.00% |
| 18 | XTX Topco Ltd | 13K | $12K | -70.8% | 0.039% | 0.00% |
| 19 | Equitable Holdings, Inc. | 10K | $9K | β | 0.030% | 0.00% |
| 20 | NATIONAL BANK OF CANADA /FI/ | 9K | $8K | β | 0.026% | 0.00% |
| 21 | Tower Research Capital LLC (TRC) | 8K | $7K | β | 0.024% | 0.00% |
| 22 | Vanguard Global Advisers, LLC | 3K | $3K | β | 0.010% | 0.00% |
| 23 | CULLEN/FROST BANKERS, INC. | 2K | $2K | 0.0% | 0.006% | 0.00% |
| 24 | SBI Securities Co., Ltd. | 887 | $784 | +2.1% | 0.003% | 0.00% |
| 25 | Virtu Financial LLC | 112K | $99 | +412.4% | 0.329% | 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 USEG β a direct measure of their conviction.
Filings activity in USEG during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 31 | +41% | 11.45% | +7.93 pp | $4M | +225% |
| Q4 2025 | 22 | 4.3% | 3.52% | 0.27 pp | $1M | 7.2% |
| Q3 2025 | 23 | 18% | 3.79% | 1.03 pp | $1M | 21% |
| Q2 2025 | 28 | +12% | 4.82% | +0.90 pp | $2M | +23% |
| Q1 2025 | 25 | +25% | 3.92% | +0.56 pp | $1M | +17% |
| Q4 2024 | 20 | +25% | 3.36% | +1.29 pp | $1M | +63% |
| Q3 2024 | 16 | 20% | 2.07% | +0.15 pp | $1M | +7.8% |
| Q2 2024 | 20 | β | 1.92% | β | $1M | 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 USEG stock.
Based on Q1 2026 13F filings, institutional ownership of U.S. Energy Corp. stands at 11.5%, held across 31 reporting institutions.
Empery Asset Management, LP is the largest reported institutional holder of USEG, with approximately 1,917,844 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of USEG.
Our composite Smart Money Score for USEG is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in USEG during Q1 2026, while 5 fully exited. 7 added to existing positions and 8 trimmed.
USEG institutional ownership rose by 7.93 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 92.9% of all reported 13F value in USEG, 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.
U.S. Energy Corp. (USEG) Institutional Ownership