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Berry (BRY) Institutional Ownership

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$5.00 +0.01 (+0.20%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Berry (NASDAQ:BRY)

Current
Institutional Ownership
Percentage
94.88%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$63.95M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$43.40M
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BRY Institutional Buying and Selling by Quarter

Berry Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC41,475$171K0.0%+54.2%0.054%
1/15/2025 Wedge Capital Management L L P NC102,185$422K0.0%+29.5%0.133%
12/26/2024JPMorgan Chase & Co.269,502$1.39M0.0%+1.8%0.350%
12/19/2024Principal Financial Group Inc.230,478$1.19M0.0%-15.1%0.300%
11/19/2024Barclays PLC200,120$1.03M0.0%+155.2%0.260%
11/19/2024McIlrath & Eck LLC9,230$47K0.0%N/A0.012%
11/18/2024Meros Investment Management LP1,321,899$6.80M3.1%-0.4%1.718%
11/16/2024Geode Capital Management LLC1,903,951$9.79M0.0%+10.2%2.475%
11/15/2024Barclays PLC200,120$1.03M0.0%+155.2%0.260%
11/15/2024Public Employees Retirement System of Ohio45,298$233K0.0%-46.4%0.059%
11/15/2024Y Intercept Hong Kong Ltd119,153$612K0.0%+12.9%0.155%
11/15/2024EP Wealth Advisors LLC20,636$106K0.0%N/A0.027%
11/15/2024Jane Street Group LLC41,021$211K0.0%-63.4%0.053%
11/15/2024State Street Corp3,001,229$15.43M0.0%+0.8%3.901%
11/15/2024Quadrature Capital Ltd45,493$234K0.0%-30.1%0.059%
11/15/2024Quantinno Capital Management LP24,734$127K0.0%N/A0.032%
11/15/2024Quarry LP12,643$65K0.0%+390.6%0.016%
11/15/2024Jacobs Levy Equity Management Inc.590,604$3.04M0.0%-56.7%0.768%
11/15/2024Janus Henderson Group PLC52,866$271K0.0%+113.3%0.069%
11/15/2024HITE Hedge Asset Management LLC82,665$425K0.0%-90.5%0.107%
11/15/2024Hotchkis & Wiley Capital Management LLC3,334,610$17.14M0.1%-47.4%4.334%
11/15/2024Centiva Capital LP52,146$268K0.0%N/A0.068%
11/15/2024ClearAlpha Technologies LP55,516$285K0.1%+7.8%0.072%
11/15/2024Paloma Partners Management Co50,490$260K0.0%+125.8%0.066%
11/14/2024PDT Partners LLC98,730$507K0.0%+20.1%0.128%
11/14/2024Martingale Asset Management L P139,405$717K0.0%-18.2%0.181%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC306,951$1.58M0.0%+8.0%0.399%
11/14/2024MetLife Investment Management LLC42,042$216K0.0%-10.1%0.055%
11/13/2024BNP Paribas Financial Markets35,769$184K0.0%+78.7%0.046%
11/13/2024FMR LLC17,606$90K0.0%+40.9%0.023%
11/13/2024Dynamic Technology Lab Private Ltd51,389$264K0.0%N/A0.067%
11/12/2024Charles Schwab Investment Management Inc.1,452,032$7.46M0.0%+6.7%1.887%
11/12/2024Massachusetts Financial Services Co. MA357,725$1.84M0.0%+34.4%0.465%
11/9/2024Foundry Partners LLC756,064$3.89M0.2%-16.5%0.983%
11/9/2024Intech Investment Management LLC24,438$126K0.0%N/A0.032%
11/8/2024Connor Clark & Lunn Investment Management Ltd.43,057$221K0.0%-45.1%0.056%
11/6/2024Empowered Funds LLC388,012$1.99M0.0%+5.3%0.504%
11/6/2024Cornercap Investment Counsel Inc.71,774$369K0.1%-53.3%0.093%
11/5/2024Victory Capital Management Inc.386,286$1.99M0.0%+48.5%0.502%
11/5/2024GSA Capital Partners LLP259,247$1.33M0.1%N/A0.337%
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11/4/2024Los Angeles Capital Management LLC233,127$1.20M0.0%-13.2%0.303%
10/31/2024Principal Financial Group Inc.230,478$1.19M0.0%-15.1%0.300%
10/29/2024 Harbor Capital Advisors Inc.170,138$875K0.0%-10.7%0.221%
10/23/2024 Assenagon Asset Management S.A.192,657$990K0.0%N/A0.250%
10/22/2024 International Assets Investment Management LLC10,280$530K0.0%N/A0.013%
10/21/2024Koss Olinger Consulting LLC72,660$373K0.0%+6.7%0.094%
10/19/2024Allspring Global Investments Holdings LLC2,693,611$13.85M0.0%+1.4%3.501%
10/11/2024Creative Planning110,332$567K0.0%+169.8%0.143%
10/11/2024 Wedge Capital Management L L P NC78,919$406K0.0%+6.7%0.103%
10/3/2024SG Americas Securities LLC26,896$138K0.0%-64.7%0.035%
8/15/2024Meros Investment Management LP1,326,707$8.57M4.1%+14.5%1.724%
8/15/2024Mackenzie Financial Corp19,311$125K0.0%+29.0%0.025%
8/15/2024The Manufacturers Life Insurance Company30,304$196K0.0%+12.3%0.039%
8/15/2024Millennium Management LLC649,607$4.20M0.0%+2,821.9%0.844%
8/15/2024AQR Capital Management LLC589,584$3.81M0.0%+15.2%0.766%
8/14/2024HITE Hedge Asset Management LLC872,447$5.64M0.5%N/A1.134%
8/14/2024Cubist Systematic Strategies LLC214,299$1.38M0.0%+825.2%0.279%
8/14/2024ProShare Advisors LLC10,099$65K0.0%-25.4%0.013%
8/13/2024Huber Capital Management LLC157,460$1.02M0.2%-27.5%0.205%
8/13/2024Sei Investments Co.120,396$778K0.0%+15.1%0.156%
8/9/2024Renaissance Technologies LLC81,600$527K0.0%-56.0%0.106%
8/9/2024Dimensional Fund Advisors LP4,527,531$29.25M0.0%+5.1%5.885%
8/9/2024Massachusetts Financial Services Co. MA266,083$1.72M0.0%N/A0.346%
8/8/2024Federated Hermes Inc.3,907$25K0.0%N/A0.005%
8/8/2024Meeder Asset Management Inc.7,212$47K0.0%+43.5%0.009%
8/8/2024American Century Companies Inc.1,664,292$10.75M0.0%+23.6%2.163%
8/6/2024LSV Asset Management1,696,400$10.96M0.0%+11.0%2.205%
8/6/2024Koss Olinger Consulting LLC68,127$440K0.0%N/A0.089%
8/6/2024Los Angeles Capital Management LLC268,717$1.74M0.0%N/A0.349%
8/5/2024Foundry Partners LLC905,770$5.85M0.3%+14.4%1.177%
8/5/2024Arizona State Retirement System20,462$132K0.0%+9.3%0.027%
8/5/2024Victory Capital Management Inc.260,111$1.68M0.0%+39.1%0.338%
7/31/2024nVerses Capital LLC3,800$25K0.0%-75.0%0.005%
7/29/2024Principal Financial Group Inc.271,572$1.75M0.0%-24.8%0.353%
7/29/2024Innealta Capital LLC7,806$50K0.0%N/A0.010%
7/29/2024Panagora Asset Management Inc.280,441$1.81M0.0%+15.2%0.364%
7/26/2024Legato Capital Management LLC19,916$129K0.0%+61.1%0.026%
7/26/2024Bailard Inc.40,000$258K0.0%N/A0.052%
7/26/2024Bank of New York Mellon Corp1,083,372$7.00M0.0%+6.1%1.408%
7/25/2024Institute for Wealth Management LLC.27,000$174K0.0%N/A0.035%
7/24/2024 SummerHaven Investment Management LLC103,413$668K0.4%+2.2%0.134%
7/20/2024Nisa Investment Advisors LLC12,189$79K0.0%-42.7%0.016%
7/19/2024Gladius Capital Management LP4,210$27K0.0%N/A0.005%
7/17/2024 Wedge Capital Management L L P NC73,987$478K0.0%+8.3%0.096%
7/16/2024 Diversified Trust Co24,615$159K0.0%+14.4%0.032%
7/12/2024SG Americas Securities LLC76,265$493K0.0%+611.7%0.099%
7/10/2024CWM LLC4,560$29K0.0%+287.4%0.006%
7/9/2024 Harbor Capital Advisors Inc.190,544$1.23M0.1%+228.7%0.248%
5/20/2024EMC Capital Management13,780$111K0.1%N/A0.018%
5/17/2024Comerica Bank18,125$146K0.0%N/A0.024%
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5/16/2024California State Teachers Retirement System68,853$554K0.0%-5.5%0.089%
5/16/2024Jacobs Levy Equity Management Inc.1,323,216$10.65M0.0%+36.9%1.720%
5/16/2024Kennedy Capital Management LLC190,560$1.53M0.0%-1.4%0.248%
5/15/2024Public Employees Retirement System of Ohio89,036$717K0.0%-3.6%0.116%
5/15/2024Price T Rowe Associates Inc. MD21,664$175K0.0%+16.1%0.028%
5/15/2024Lazard Asset Management LLC17,383$139K0.0%+123.7%0.023%
5/15/2024Quadrature Capital Ltd27,508$221K0.0%+83.8%0.036%
5/15/2024Huber Capital Management LLC217,260$1.75M0.4%N/A0.282%
5/10/2024Vanguard Group Inc.4,359,786$35.10M0.0%+1.8%5.667%
5/9/2024Foundry Partners LLC791,837$6.37M0.3%+11.3%1.029%
(Data available from 1/1/2016 forward)

BRY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BRY shares?

During the previous two years, 134 institutional investors and hedge funds held shares of Berry. The most heavily invested institutionals were Vanguard Group Inc. ($35.10M), Oaktree Capital Management LP ($30.32M), Dimensional Fund Advisors LP ($29.25M), Hotchkis & Wiley Capital Management LLC ($17.14M), State Street Corp ($15.43M), Allspring Global Investments Holdings LLC ($13.85M), and LSV Asset Management ($10.96M).Learn more on BRY's institutional investors.

What percentage of Berry stock is owned by institutional investors?

94.88% of Berry stock is owned by institutional investors. Learn more on BRY's institutional investor holdings.

Which institutional investors have been buying Berry stock?

Of the 112 institutional investors that purchased Berry stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($2.62M), Dimensional Fund Advisors LP ($1.22M), South Dakota Investment Council ($1.06M), Mirae Asset Global Investments Co. Ltd. ($1.01M), Foundry Partners LLC ($905.77K), HITE Hedge Asset Management LLC ($872.45K), and Charles Schwab Investment Management Inc. ($638.32K).

How much institutional buying is happening at Berry?

Institutional investors have bought a total of 18,600,984 shares in the last 24 months. This purchase volume represents approximately $132.35M in transactions.

Which Berry major shareholders have been selling company stock?

Of the 58 institutional investors that sold Berry stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Oaktree Capital Management LP ($7.83M), Hotchkis & Wiley Capital Management LLC ($3.10M), Benefit Street Partners LLC ($1.22M), Mirae Asset Global Investments Co. Ltd. ($1.01M), LSV Asset Management ($1.00M), HITE Hedge Asset Management LLC ($789.78K), and Jacobs Levy Equity Management Inc. ($772.29K).

How much institutional selling is happening at Berry?

Institutional investors have sold a total of 19,534,105 shares in the last 24 months. This volume of shares sold represents approximately $140.36M in transactions.


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This page (NASDAQ:BRY) was last updated on 1/19/2025 by MarketBeat.com Staff
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