As of 31 Dec 2025, 28 institutional investors reported holding 12,473,521 shares of BATTALION OIL CORP - Class A Common Stock, $0.01 par value per share (BATL). This represents 76% of the company’s total 16,464,842 outstanding shares.
The largest institutional shareholders of BATTALION OIL CORP - Class A Common Stock, $0.01 par value per share (BATL) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LUMINUS MANAGEMENT LLC | 37% | 6,151,448 | 0% | 6.4% | $6,951,136 |
| OAKTREE CAPITAL MANAGEMENT LP | 18% | 3,009,912 | -0.13% | 0.06% | $3,401,200 |
| LSP Investment Advisors, LLC | 14% | 2,369,769 | 0% | 1.4% | $2,677,839 |
| VANGUARD GROUP INC | 1.8% | 294,336 | +6.2% | 0% | $332,600 |
| LOOMIS SAYLES & CO L P | 0.81% | 132,818 | -2.5% | 0% | $150,084 |
| MORGAN STANLEY | 0.8% | 131,897 | 0% | 0% | $149,044 |
| GAM Holding AG | 0.49% | 80,000 | -30% | 0.01% | $90,400 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | 64,862 | +50% | 0% | $73,305 |
| Yakira Capital Management, Inc. | 0.29% | 47,113 | 0% | 0.02% | $53,238 |
| XTX Topco Ltd | 0.19% | 31,627 | +75% | 0% | $35,739 |
| CITADEL ADVISORS LLC | 0.14% | 23,649 | -33% | 0% | $26,723 |
| STATE STREET CORP | 0.13% | 21,406 | +81% | 0% | $24,189 |
| RBF Capital, LLC | 0.12% | 20,000 | 0% | 0% | $22,600 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 18,496 | -8.4% | 0% | $20,900 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.1% | 16,100 | 0% | 0% | $18,193 |
| DIMENSIONAL FUND ADVISORS LP | 0.09% | 14,689 | -0.56% | 0% | $16,572 |
| GOLDMAN SACHS GROUP INC | 0.08% | 13,364 | 0% | 0% | $15,101 |
| TWO SIGMA SECURITIES, LLC | 0.08% | 13,266 | 0% | $14,991 | |
| HRT FINANCIAL LP | 0.07% | 11,306 | 0% | $12,000 | |
| ROYAL BANK OF CANADA | 0.02% | 3,319 | 0% | 0% | $4,000 |
| Tower Research Capital LLC (TRC) | 0.02% | 2,934 | +343% | 0% | $3,315 |
| NYL Investors LLC | 0% | 588 | 0% | 0% | $664 |
| BlackRock, Inc. | 0% | 319 | 0% | 0% | $360 |
| BNP PARIBAS FINANCIAL MARKETS | 0% | 96 | 0% | 0% | $108 |
| GROUP ONE TRADING LLC | 0% | 76 | 0% | 0% | $86 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,473,521 | $14,094,535 | +$36,859 | $1.13 | 28 |
| 2025 Q3 | 12,440,219 | $15,052,679 | -$95,183 | $1.21 | 27 |
| 2025 Q2 | 12,517,790 | $16,147,507 | -$236,019 | $1.29 | 27 |
| 2025 Q1 | 12,697,944 | $16,507,190 | -$352,521 | $1.30 | 28 |
| 2024 Q4 | 12,912,887 | $22,211,121 | -$1,643,214 | $1.72 | 32 |
| 2024 Q3 | 13,347,689 | $89,029,103 | +$944,585 | $6.67 | 33 |
| 2024 Q2 | 13,314,617 | $44,470,676 | -$1,273,822 | $3.34 | 36 |
| 2024 Q1 | 13,579,618 | $76,859,852 | -$5,097,886 | $5.66 | 41 |
| 2023 Q4 | 14,120,991 | $135,702,567 | +$2,966,821 | $9.61 | 38 |
| 2023 Q3 | 13,947,237 | $86,194,304 | -$358,701 | $6.18 | 35 |
| 2023 Q2 | 14,006,594 | $79,977,965 | -$1,805,734 | $5.71 | 35 |
| 2023 Q1 | 14,149,909 | $92,996,208 | -$2,208,200 | $6.57 | 44 |
| 2022 Q4 | 14,492,640 | $141,221,229 | +$3,148,972 | $9.71 | 41 |
| 2022 Q3 | 14,528,660 | $172,546,731 | +$1,573,996 | $11.90 | 37 |
| 2022 Q2 | 14,069,872 | $120,016,801 | -$4,141,822 | $8.53 | 34 |
| 2022 Q1 | 14,696,087 | $273,065,070 | +$4,752,405 | $18.58 | 33 |
| 2021 Q4 | 14,484,360 | $141,945,000 | -$391,869 | $9.80 | 25 |
| 2021 Q3 | 14,524,759 | $141,322,000 | -$829,714 | $9.73 | 27 |
| 2021 Q2 | 14,609,783 | $195,770,000 | -$295,727 | $13.40 | 26 |
| 2021 Q1 | 14,633,858 | $159,215,120 | +$63,488 | $10.88 | 24 |
| 2020 Q4 | 14,634,617 | $121,455,000 | -$1,412,589 | $8.30 | 26 |
| 2020 Q3 | 14,683,923 | $116,080,798 | -$8,622 | $7.90 | 22 |
| 2020 Q2 | 14,676,741 | $139,411,390 | +$3,577,165 | $9.50 | 22 |
| 2020 Q1 | 14,666,130 | $68,537,823 | +$68,537,823 | $4.67 | 21 |