Berry Ownership | Who Owns Berry?

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Berry Ownership Summary

Berry is owned by 34.51% institutional investors, 2.56% insiders, and 62.93% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.78% of BRY shares. Allspring Special Small Cap Value A is the top mutual fund, with 2.88% of its assets in Berry shares.

BRY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Berry	34.51%	2.56%	62.93%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Oil & Gas Exploration & Production Stocks	53.65%	15.75%	30.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.76M	8.78%	$27.91M
Blackrock	6.55M	8.60%	$42.34M
Vanguard group	5.98M	7.77%	$24.70M
Dimensional fund advisors lp	4.08M	5.31%	$16.86M
Oaktree capital management lp	3.70M	4.81%	$15.27M
State street	3.00M	3.90%	$12.39M
Allspring global investments	2.73M	3.55%	$11.68M
Arrowstreet capital, limited partnership	2.40M	3.12%	$9.93M
American century companies	2.10M	2.73%	$8.68M
South dakota investment council	1.96M	2.55%	$8.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Meros investment management, lp	1.26M	2.33%	$5.19M
Tejara capital	275.89K	0.75%	$1.14M
Virtus investment advisers	201.90K	0.65%	$833.84K
Summerhaven investment management	117.88K	0.30%	$486.86K
Oaktree capital management lp	3.70M	0.27%	$15.27M
Oxford asset management llp	94.99K	0.20%	$392.32K
Virtus fund advisers	13.64K	0.18%	$56.35K
South dakota investment council	1.96M	0.16%	$8.09M
Entrypoint capital	89.80K	0.16%	$370.85K
Cornercap investment counsel	86.05K	0.11%	$355.37K

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	1.24M	0.00%	1.02M
Qube research	1.74M	0.01%	784.84K
South dakota investment council	1.96M	0.16%	781.56K
Susquehanna group, llp	835.59K	0.00%	755.09K
Vanguard group	5.98M	0.00%	652.42K

Top Sellers

Holder	Shares	% Assets	Change
Hotchkis & wiley capital management	-	-	-3.33M
Mirae asset global etfs	43.97K	0.00%	-3.29M
Blackrock funding, inc. /de	6.76M	0.00%	-1.07M
Western asset management company	-	-	-914.02K
Foundry partners	-	-	-756.06K

New Positions

Holder	Shares	% Assets	Change	Value
Acadian asset management	636.66K	0.01%	636.66K	$2.62M
Marshall wace, llp	519.98K	0.00%	519.98K	$2.15M
D. e. shaw	401.93K	0.00%	401.93K	$1.66M
Man group	298.80K	0.00%	298.80K	$1.23M
Virtus investment advisers	201.90K	0.65%	201.90K	$833.84K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-16.00
Private trust co na	-22.00
Gamma investing	-97.00
Us bancorp \de\	-105.00
Scarborough advisors	-130.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	69	-63.10%	26,553,534	-60.59%	34	0.45%	45	-55.00%	14	-75.44%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	2.22M	2.88%	-
iShares Russell 2000 ETF	2.07M	2.68%	-17.93K
Avantis US Small Cap Value ETF	2.00M	2.60%	2.43K
Vanguard Total Stock Mkt Idx Inv	1.92M	2.49%	-
Global X SuperDividend™ US ETF	1.77M	2.30%	-
Global X SuperDividend™ ETF	1.33M	1.72%	-
SPDR® S&P Oil & Gas Explor & Prodtn ETF	1.18M	1.53%	-34.73K
Vanguard Institutional Extnd Mkt Idx Tr	1.14M	1.47%	2.49K
DFA US Small Cap Value I	1.05M	1.35%	-
Vanguard Energy ETF	782.27K	1.01%	3.31K

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	1
2024 Q1	-	-
2023 Q4	-	1

BRY Ownership FAQ

Who Owns Berry?

Berry shareholders are primarily institutional investors at 34.51%, followed by 2.56% insiders and 62.93% retail investors. The average institutional ownership in Berry's industry, Oil & Gas Exploration & Production Stocks, is 53.65%, which Berry falls below.

Who owns the most shares of Berry?

Berry’s largest shareholders are Blackrock funding, inc. /de (6.76M shares, 8.78%), Blackrock (6.55M shares, 8.60%), and Vanguard group (5.98M shares, 7.77%). Together, they hold 25.15% 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 2.33% of its assets in 1.26M Berry shares, valued at 5.19M$.

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 2.88% of its total shares outstanding invested in 2.22M Berry shares.

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