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Forum Energy Ownership | Who Owns Forum Energy?

OverviewRevenueFinancialsChartTranscripts

Forum Energy Ownership Summary

Forum Energy is owned by 67.19% institutional investors, 9.97% insiders, and 22.84% retail investors. Mackay shields is the largest institutional shareholder, holding 7.72% of FET shares. NYLI MacKay High Yield Corporate Bd Cl B is the top mutual fund, with 5.02% of its assets in Forum Energy shares.

FET Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockForum Energy67.19%9.97%22.84%
SectorEnergy Stocks 59.12%12.79%28.09%
IndustryOil & Gas Equipment & Services Stocks73.58%8.60%17.82%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Mackay shields942.04K7.72%$15.88M
Blackrock767.28K6.29%$12.94M
Keyframe capital partners746.05K6.11%$12.58M
Vanguard group573.64K4.70%$9.67M
Employees retirement system of texas441.79K3.62%$7.45M
Dimensional fund advisors lp438.90K3.60%$7.40M
Allspring global investments255.41K2.09%$4.31M
Geode capital management250.35K2.05%$4.22M
De lisle partners llp221.94K1.82%$3.74M
Tejara capital218.92K1.79%$3.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Keyframe capital partners746.05K20.62%$12.58M
Tejara capital218.92K1.34%$3.69M
Penderfund capital management199.12K1.26%$4.59M
De lisle partners llp221.94K0.82%$3.74M
Mackay shields942.04K0.48%$15.88M
Monaco asset management sam59.60K0.16%$1.00M
Icon wealth advisors63.53K0.10%$1.17M
Employees retirement system of texas441.79K0.07%$7.45M
Bridgeway capital management65.99K0.03%$1.11M
Nyl investors10.30K0.01%$173.67K

Top Buyers

HolderShares% AssetsChange
Blackrock767.28K0.00%98.35K
Ameriprise financial92.63K0.00%39.96K
Vanguard group573.64K0.00%35.49K
Geode capital management250.35K0.00%34.89K
Dimensional fund advisors lp438.90K0.00%25.98K

Top Sellers

HolderShares% AssetsChange
Canada pension plan investment board---228.59K
Hotchkis & wiley capital management---148.54K
First trust advisors lp---32.44K
Mackay shields942.04K0.48%-31.20K
Icon wealth advisors63.53K0.10%-28.23K

New Positions

HolderShares% AssetsChangeValue
Millennium management11.75K0.00%11.75K$198.09K
Corebridge financial6.31K0.00%6.31K$106.37K
Mirae asset global etfs4.88K0.00%4.88K$82.29K
Pnc financial services group236.00-236.00$3.98K
Cwm31.00-31.00$1.00K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Rothschild investment-5.00
Cornerstone planning group-30.00
Private wealth management group-46.00
Headlands-235.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202477-8,284,60622.04%672.22%422.44%15-16.67%
Jun 30, 202476-2.56%6,788,484-0.36%551.25%4011.11%18-25.00%
Mar 31, 2024785.41%6,812,7755.08%661.65%36-7.69%2426.32%
Dec 31, 2023742.78%6,483,1171.45%631.62%3925.81%19-9.52%
Sep 30, 2023722.86%6,390,362-0.03%621.59%31-29.55%2131.25%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
NYLI MacKay High Yield Corporate Bd Cl B616.27K5.02%-
Vanguard Total Stock Mkt Idx Inv367.64K2.99%-
iShares Russell 2000 ETF281.99K2.30%-588.00
VT De Lisle America B USD221.94K1.81%-
Allspring Special Small Cap Value A218.24K1.78%-
Pender Corporate Bond F199.12K1.62%-
NYLI VP MacKay HY Corp Bd Initl159.66K1.30%-
Vanguard Institutional Extnd Mkt Idx Tr153.65K1.25%-
RiverPark Strategic Income Institutional143.32K1.17%143.32K
DFA US Small Cap Value I120.54K0.98%13.84K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 11, 2024RASPINO LOUIS-Sell$76.28K
Dec 11, 2024GAUT C CHRISTOPHER-Sell$30.62K
Aug 14, 2024Lux Neal President & CEOBuy$68.49K
Aug 15, 2024Lux Neal President & CEOBuy$145.08K
Mar 07, 2024IVASCU JOHN C EVP, General Counsel & CCOSell$38.50K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q32-
2024 Q1-1
2023 Q4-2
2023 Q3--

FET Ownership FAQ

Who Owns Forum Energy?

Forum Energy shareholders are primarily institutional investors at 67.19%, followed by 9.97% insiders and 22.84% retail investors. The average institutional ownership in Forum Energy's industry, Oil & Gas Equipment & Services Stocks, is 73.58%, which Forum Energy falls below.

Who owns the most shares of Forum Energy?

Forum Energy’s largest shareholders are Mackay shields (942.04K shares, 7.72%), Blackrock (767.28K shares, 6.29%), and Keyframe capital partners (746.05K shares, 6.11%). Together, they hold 20.12% of Forum Energy’s total shares outstanding.

Does Blackrock own Forum Energy?

Yes, BlackRock owns 6.29% of Forum Energy, totaling 767.28K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.94M$. In the last quarter, BlackRock increased its holdings by 98.35K shares, a 14.70% change.

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

Keyframe capital partners is Forum Energy’s biggest shareholder by percentage of total assets invested, with 20.62% of its assets in 746.05K Forum Energy shares, valued at 12.58M$.

Who is the top mutual fund holder of Forum Energy shares?

NYLI MacKay High Yield Corporate Bd Cl B is the top mutual fund holder of Forum Energy shares, with 5.02% of its total shares outstanding invested in 616.27K Forum Energy shares.

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