Berry Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 7.83 M | $40.23 M | 100.00% | 10.17% |
| VANGUARD GROUP INC | 11/13/2024 | 5.33 M | $27.38 M | 3.83% | 6.92% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 4.29 M | $22.06 M | -5.19% | 5.58% |
| OAKTREE CAPITAL MANAGEMENT LP | 11/14/2024 | 3.70 M | $19.00 M | 0.00% | 4.81% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 3.33 M | $17.14 M | -47.41% | 4.33% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 3.33 M | $17.13 M | 87.45% | 4.33% |
| STATE STREET CORP | 11/14/2024 | 3.00 M | $15.43 M | 0.84% | 3.90% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 2.69 M | $13.85 M | 1.43% | 3.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.90 M | $9.79 M | 10.20% | 2.47% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.89 M | $9.70 M | 13.40% | 2.45% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.83 M | $9.42 M | -21.74% | 2.38% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.49 M | $7.65 M | -12.30% | 1.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.45 M | $7.46 M | 6.71% | 1.89% |
| MEROS INVESTMENT MANAGEMENT, LP | 11/18/2024 | 1.32 M | $6.79 M | -0.36% | 1.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 1.29 M | $6.65 M | -10.09% | 1.68% |
| SOUTH DAKOTA INVESTMENT COUNCIL | 11/04/2024 | 1.18 M | $6.05 M | 0.00% | 1.53% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.05 M | $5.39 M | -3.18% | 1.36% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 952,062 | $4.89 M | 61.98% | 1.24% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 765,113 | $3.93 M | -1.99% | 0.99% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 756,064 | $3.89 M | -16.53% | 0.98% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 738,700 | $3.80 M | -6.98% | 0.96% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 715,509 | $3.68 M | 26.51% | 0.93% |
| MORGAN STANLEY | 11/14/2024 | 681,555 | $3.50 M | -40.20% | 0.89% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 625,174 | $3.21 M | 111.41% | 0.81% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 596,741 | $3.07 M | 1.21% | 0.78% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 590,604 | $3.04 M | -56.67% | 0.77% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 456,584 | $2.35 M | -19.73% | 0.59% |
| MACQUARIE GROUP LTD | 11/14/2024 | 449,187 | $2.31 M | 100.00% | 0.58% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 436,912 | $2.25 M | 104.69% | 0.57% |
| ACCESS INVESTMENT MANAGEMENT LLC | 11/04/2024 | 436,890 | $2.25 M | 0.09% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 392,231 | $2.02 M | -39.62% | 0.51% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 388,012 | $1.99 M | 5.35% | 0.50% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 386,286 | $1.99 M | 48.51% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 374,248 | $1.92 M | 1.88% | 0.49% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 357,725 | $1.84 M | 34.44% | 0.46% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 11/13/2024 | 353,300 | $1.82 M | 0.00% | 0.46% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 345,840 | $1.78 M | 761.76% | 0.45% |
| CITADEL ADVISORS LLC | 11/14/2024 | 318,970 | $1.64 M | 366.21% | 0.41% |
| INVESCO LTD. | 11/12/2024 | 313,543 | $1.61 M | -33.12% | 0.41% |
| TEJARA CAPITAL LTD | 11/13/2024 | 288,512 | $1.48 M | 79.76% | 0.38% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 275,328 | $1.42 M | -1.82% | 0.36% |
| JPMORGAN CHASE & CO | 11/08/2024 | 269,502 | $1.39 M | 1.77% | 0.35% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 259,247 | $1.33 M | 100.00% | 0.34% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 233,127 | $1.20 M | -13.24% | 0.30% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 230,478 | $1.18 M | -15.13% | 0.30% |
| UBS GROUP AG | 11/14/2024 | 210,993 | $1.08 M | 81.20% | 0.27% |
| BARCLAYS PLC | 11/19/2024 | 200,120 | $1.03 M | 155.17% | 0.26% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 192,657 | $990,257 | 100.00% | 0.25% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 170,138 | $875,000 | -10.71% | 0.22% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 153,855 | $790,815 | -28.21% | 0.20% |
Berry Corporationinstitutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of Berry Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 7.83 M
VANGUARD GROUP INC: 5.33 M
DIMENSIONAL FUND ADVISORS LP: 4.29 M
OAKTREE CAPITAL MANAGEMENT LP: 3.7 M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC: 3.33 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 3.33 M
87.58% of Berry Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 77.87 M shares in the last 24 months. This purchase volume represents approximately $295.91 M in transactions.