Oil States Ownership | Who Owns Oil States?

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Oil States Ownership Summary

Oil States is owned by 21.72% institutional investors, 6.42% insiders, and 71.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.85% of OIS shares. First Eagle Small Cap Opportunity I is the top mutual fund, with 3.64% of its assets in Oil States shares.

OIS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oil States	21.72%	6.42%	71.86%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Oil & Gas Equipment & Services Stocks	54.65%	11.64%	33.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	7.36M	11.85%	$37.22M
Blackrock	7.19M	11.50%	$31.91M
Vanguard group	3.59M	5.79%	$18.18M
D. e. shaw	3.09M	4.98%	$15.64M
Dimensional fund advisors lp	2.90M	4.67%	$14.67M
Balyasny asset management	2.71M	4.37%	$13.74M
Gendell jeffrey l	2.64M	4.25%	$13.35M
First eagle investment management	2.45M	3.95%	$12.40M
Acadian asset management	2.39M	3.86%	$12.11M
State street	1.48M	2.36%	$6.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hara capital	186.75K	0.61%	$944.97K
Gendell jeffrey l	2.64M	0.42%	$13.35M
Numerai gp	177.38K	0.25%	$897.56K
Entrypoint capital	54.34K	0.12%	$274.97K
Kennedy capital management	822.35K	0.09%	$4.16M
Bridgeway capital management	743.86K	0.08%	$3.76M
Gsa capital partners llp	189.95K	0.07%	$961.00K
Nierenberg investment management company	23.55K	0.07%	$119.19K
Clarivest asset management	116.09K	0.05%	$515.46K
Acadian asset management	2.39M	0.04%	$12.11M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	530.60K	0.00%	494.34K
Prudential financial	900.64K	0.01%	440.05K
Goldman sachs group	1.06M	0.00%	332.61K
Jpmorgan chase	710.67K	0.00%	260.17K
First eagle investment management	2.45M	0.03%	247.50K

Top Sellers

Holder	Shares	% Assets	Change
Palisade capital management, lp	-	-	-3.82M
State street	1.48M	0.00%	-526.24K
Hennessy advisors	-	-	-485.60K
Millennium management	94.81K	0.00%	-339.54K
Jacobs levy equity management	644.10K	0.01%	-283.41K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	165.91K	0.00%	165.91K	$839.48K
Stifel financial	103.05K	0.00%	103.05K	$521.43K
Readystate asset management lp	67.40K	0.01%	67.40K	$341.03K
Entrypoint capital	54.34K	0.12%	54.34K	$274.97K
Wellington management group llp	32.45K	-	32.45K	$164.17K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-13.00
Jones financial companies lllp	-16.00
Principal securities	-60.00
Allspring global investments	-66.00
Toronto dominion bank	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	54	-65.16%	13,487,685	-72.68%	21	0.34%	26	-66.23%	17	-68.52%
Sep 30, 2024	155	4.73%	49,369,153	-6.28%	79	1.12%	78	1.30%	53	-10.17%
Jun 30, 2024	146	-17.05%	52,672,201	-6.62%	84	1.03%	76	-26.92%	58	13.73%
Mar 31, 2024	176	-4.86%	56,407,893	-5.06%	90	1.00%	104	2.97%	51	-15.00%
Dec 31, 2023	185	2.78%	59,412,303	3.83%	94	1.14%	101	21.69%	60	-11.76%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
First Eagle Small Cap Opportunity I	2.25M	3.64%	8.79K
First Eagle US Small Cap Strategy	2.18M	3.45%	175.12K
Vanguard Total Stock Mkt Idx Inv	1.92M	3.11%	-
Vanguard US Total Market Shares ETF	1.92M	3.10%	-
iShares Russell 2000 ETF	1.60M	2.57%	16.13K
Kennedy Small Cap Value	1.36M	2.20%	549.92K
Vanguard Institutional Extnd Mkt Idx Tr	872.48K	1.41%	18.37K
Avantis US Small Cap Value ETF	828.97K	1.34%	2.55K
Fidelity Small Cap Index	570.25K	0.92%	-10.68K
iShares Russell 2000 Value ETF	566.17K	0.91%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 23, 2022	Moses Philip Scott	EVP, Chief Operating Officer	Buy	$175.68K
Sep 23, 2022	Moses Philip Scott	EVP, Chief Operating Officer	Buy	$5.78K
Sep 23, 2022	Moses Philip Scott	EVP, Chief Operating Officer	Buy	$7.65K
Sep 23, 2022	Moses Philip Scott	EVP, Chief Operating Officer	Buy	$23.54K
Mar 04, 2021	CRAGG CHRISTOPHER E	Former EVP, Operations	Sell	$285.13K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-

OIS Ownership FAQ

Who Owns Oil States?

Oil States shareholders are primarily institutional investors at 21.72%, followed by 6.42% insiders and 71.86% retail investors. The average institutional ownership in Oil States's industry, Oil & Gas Equipment & Services Stocks, is 54.65%, which Oil States falls below.

Who owns the most shares of Oil States?

Oil States’s largest shareholders are Blackrock funding, inc. /de (7.36M shares, 11.85%), Blackrock (7.19M shares, 11.50%), and Vanguard group (3.59M shares, 5.79%). Together, they hold 29.13% of Oil States’s total shares outstanding.

Does Blackrock own Oil States?

Yes, BlackRock owns 11.50% of Oil States, totaling 7.19M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 31.91M$. In the last quarter, BlackRock increased its holdings by 135.78K shares, a 1.93% change.

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

Hara capital is Oil States’s biggest shareholder by percentage of total assets invested, with 0.61% of its assets in 186.75K Oil States shares, valued at 944.96K$.

Who is the top mutual fund holder of Oil States shares?

First Eagle Small Cap Opportunity I is the top mutual fund holder of Oil States shares, with 3.64% of its total shares outstanding invested in 2.25M Oil States shares.

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