Berry Ownership | Who Owns Berry?

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Berry Ownership Summary

Berry is owned by 90.22% institutional investors, 2.56% insiders, and 7.22% 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	90.22%	2.56%	7.22%
Sector	Energy Stocks	58.95%	12.68%	28.37%
Industry	Oil & Gas Exploration & Production Stocks	65.58%	13.94%	20.48%

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	0.16%	-588.95K
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
Private wealth management group	-77.00
Cornerstone planning group	-109.00
Fortitude family office	-256.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	143	-1.38%	68,349,652	-2.69%	89	1.05%	66	-15.38%	49	6.52%

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%	22.92K
American Beacon Small Cp Val R5	1.05M	1.36%	-528.30K

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 90.22%, followed by 2.56% insiders and 7.22% retail investors. The average institutional ownership in Berry's industry, Oil & Gas Exploration & Production Stocks, is 65.58%, 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.

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