Berry Ownership | Who Owns Berry?

Overview Forecast RevenueFinancials Chart Transcripts

Berry Ownership Summary

Berry is owned by 87.58% institutional investors, 2.56% insiders, and 9.86% retail investors. Blackrock is the largest institutional shareholder, holding 8.60% of BRY shares. Allspring Special Small Cap Value A is the top mutual fund, with 2.85% of its assets in Berry shares.

BRY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Berry	87.58%	2.56%	9.86%
Sector	Energy Stocks	59.12%	12.79%	28.09%
Industry	Oil & Gas Exploration & Production Stocks	64.97%	14.78%	20.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.55M	8.60%	$42.34M
Hotchkis & wiley capital management	6.34M	8.32%	$40.96M
Vanguard group	5.13M	6.73%	$33.15M
Dimensional fund advisors lp	4.53M	5.94%	$29.25M
Oaktree capital management lp	3.70M	4.85%	$23.88M
State street	2.98M	3.90%	$19.23M
Allspring global investments	2.66M	3.48%	$17.16M
Arrowstreet capital, limited partnership	2.34M	3.07%	$15.12M
Mirae asset global etfs	1.78M	2.33%	$11.49M
Geode capital management	1.73M	2.27%	$11.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Meros investment management, lp	1.33M	4.05%	$8.57M
Access investment management	436.50K	0.92%	$2.82M
Hite hedge asset management	872.45K	0.55%	$5.64M
Summerhaven investment management	103.41K	0.44%	$668.05K
Oaktree capital management lp	3.70M	0.38%	$23.88M
Tejara capital	160.50K	0.38%	$1.04M
Foundry partners	905.77K	0.31%	$5.85M
Oxford asset management llp	32.20K	0.25%	$208.00K
Huber capital management	157.46K	0.23%	$1.02M
Bridgeway capital management	1.44M	0.22%	$9.30M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	1.78M	0.03%	1.78M
Hite hedge asset management	872.45K	0.55%	872.45K
Vanguard group	5.13M	0.00%	771.24K
Millennium management	649.61K	0.00%	627.38K
Qube research	587.76K	0.01%	587.76K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	12.49K	-	-5.36M
Hotchkis & wiley capital management	6.34M	0.14%	-1.34M
Western asset management company	-	-	-914.02K
Heartland advisors	-	-	-450.00K
Algert global	-	-	-390.38K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	1.78M	0.03%	1.78M	$11.49M
Hite hedge asset management	872.45K	0.55%	872.45K	$5.64M
Grantham, mayo, van otterloo	353.30K	0.01%	353.30K	$2.28M
Massachusetts financial services co /ma/	266.08K	0.00%	266.08K	$1.72M
Exoduspoint capital management, lp	181.09K	0.01%	181.09K	$1.17M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-16.00
Private trust co na	-22.00
Massmutual trust co fsb/adv	-49.00
Private wealth management group	-77.00
Cornerstone planning group	-109.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	187	3.31%	67,385,468	-2.33%	87	1.09%	100	-6.54%	57	11.76%
Jun 30, 2024	178	4.09%	68,799,623	0.30%	90	1.11%	104	10.64%	51	-3.77%
Mar 31, 2024	171	4.27%	68,596,768	-0.16%	89	1.09%	94	4.44%	53	1.92%
Dec 31, 2023	164	3.80%	68,704,263	2.72%	90	1.16%	90	-15.09%	52	48.57%
Sep 30, 2023	158	10.49%	66,886,932	-2.14%	88	1.11%	106	60.61%	35	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	2.20M	2.85%	-
iShares Russell 2000 ETF	2.09M	2.71%	-4.69K
Vanguard Total Stock Mkt Idx Inv	1.92M	2.50%	-
Global X SuperDividend™ US ETF	1.77M	2.30%	-
Avantis US Small Cap Value ETF	1.64M	2.14%	-
Global X SuperDividend™ ETF	1.32M	1.71%	-
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.29M	1.68%	-7.00K
DFA US Small Cap Value I	1.19M	1.55%	-169.33K
Vanguard Institutional Extnd Mkt Idx Tr	1.10M	1.43%	-5.35K
Fidelity Small Cap Index	797.47K	1.04%	-10.50K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 23, 2024	Araujo Fernando	Chief Executive Officer	Sell	$211.04K
Dec 13, 2023	Hunter Danielle E.	President	Sell	$196.25K
Sep 01, 2023	Hunter Danielle E.	President	Sell	$131.50K
Aug 18, 2023	Hunter Danielle E.	President	Sell	$82.50K
Aug 17, 2023	Hunter Danielle E.	President	Sell	$125.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	1
2024 Q1	-	-
2023 Q4	-	1
2023 Q3	-	6

BRY Ownership FAQ

Who Owns Berry?

Berry shareholders are primarily institutional investors at 87.58%, followed by 2.56% insiders and 9.86% retail investors. The average institutional ownership in Berry's industry, Oil & Gas Exploration & Production Stocks, is 64.97%, which Berry exceeds.

Who owns the most shares of Berry?

Berry’s largest shareholders are Blackrock (6.55M shares, 8.60%), Hotchkis & wiley capital management (6.34M shares, 8.32%), and Vanguard group (5.13M shares, 6.73%). Together, they hold 23.64% of Berry’s total shares outstanding.

Does Blackrock own Berry?

Yes, BlackRock owns 8.60% of Berry, totaling 6.55M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 42.34M$. In the last quarter, BlackRock decreased its holdings by -233K shares, a -3.44% change.

Who is Berry’s biggest shareholder by percentage of total assets invested?

Meros investment management, lp is Berry’s biggest shareholder by percentage of total assets invested, with 4.05% of its assets in 1.33M Berry shares, valued at 8.57M$.

Who is the top mutual fund holder of Berry shares?

Allspring Special Small Cap Value A is the top mutual fund holder of Berry shares, with 2.85% of its total shares outstanding invested in 2.2M Berry shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools