Factorial Energy Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 7.20 M | $84.92 M | 100.00% | 20.86% |
| TRANSCEND CAPITAL ADVISORS, LLC | 08/04/2026 | 713.00 K | $7.91 M | 100.00% | 2.07% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 206.71 K | $2.29 M | 100.00% | 0.60% |
| HITE HEDGE ASSET MANAGEMENT LLC | 08/14/2026 | 80.00 K | $887.20 K | 100.00% | 0.23% |
| ATOM INVESTORS LP | 08/14/2026 | 59.93 K | $664.64 K | 100.00% | 0.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 48.90 K | $542.25 K | 100.00% | 0.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.55 K | $150.27 K | 100.00% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 12.41 K | $137.67 K | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 11.59 K | $128.53 K | 100.00% | 0.03% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 10.47 K | $116.00 K | 100.00% | 0.03% |
| MMCAP INTERNATIONAL INC. SPC | 08/14/2026 | 7.93 K | $87.94 K | 100.00% | 0.02% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 08/10/2026 | 3.43 K | $38.04 K | 100.00% | 0.01% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 1.00 K | $11.09 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 413 | $4.58 K | 100.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 400 | $4.44 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 350 | $4.00 K | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 103 | $1.14 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 100 | $1.11 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 100 | $1.11 K | 100.00% | 0.00% |
| PLANNING STRATEGIES INC. | 07/27/2026 | 14 | $155 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 10 | $111 | 100.00% | 0.00% |
Factorial Energy institutional Ownership - FAQ's
During the previous two years, 23 institutional investors and hedge funds held shares of Factorial Energy. The most heavily invested institutionals were:
KINGSWOOD WEALTH ADVISORS, LLC: 403,446
Cassaday & Co Wealth Management LLC: 3,430
TFC Financial Management, Inc.: 600
Caitong International Asset Management Co., Ltd: 63
Planning Strategies Inc.: 14
IFP Advisors, Inc: 0
24.25% of Factorial Energy stock is owned by institutional investors.
Institutional investors have bought a total of 8.77 M shares in the last 24 months. This purchase volume represents approximately $39.29 M in transactions.