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Berry (BRY) Institutional Ownership

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$3.32 +0.03 (+0.79%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Berry (NASDAQ:BRY)

Current
Institutional Ownership
Percentage
94.88%
Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$72.56M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$61.46M
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BRY Institutional Buying and Selling by Quarter

Berry Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.41,724$116K0.0%+13.9%0.054%
8/19/2025 State of Wyoming57,097$158K0.0%-14.8%0.074%
8/18/2025 Nomura Holdings Inc.173,432$480K0.0%N/A0.224%
8/15/2025 Corient Private Wealth LLC24,605$68K0.0%N/A0.032%
8/15/2025 Man Group plc386,735$1.07M0.0%+34.3%0.498%
8/15/2025 EP Wealth Advisors LLC13,766$38K0.0%-49.6%0.018%
8/15/2025 Engineers Gate Manager LP141,148$391K0.0%+241.0%0.182%
8/15/2025 Bridgeway Capital Management LLC1,096,063$3.04M0.1%+30.8%1.412%
8/15/2025 Bank of America Corp DE607,949$1.68M0.0%+4.2%0.783%
8/15/2025 Ameriprise Financial Inc.234,564$650K0.0%+7.9%0.302%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,165$117K0.0%-8.2%0.054%
8/14/2025 The Manufacturers Life Insurance Company 31,745$88K0.0%+13.5%0.041%
8/14/2025 Sei Investments Co.114,293$317K0.0%+40.6%0.147%
8/14/2025 Nebula Research & Development LLC116,044$321K0.0%+5.8%0.150%
8/14/2025 Qube Research & Technologies Ltd1,546,044$4.28M0.0%+2.3%1.992%
8/14/2025 WINTON GROUP Ltd187,717$520K0.0%+348.2%0.242%
8/14/2025 Cerity Partners LLC12,576$35K0.0%-44.3%0.016%
8/13/2025 Amundi51,619$158K0.0%N/A0.067%
8/13/2025 Marshall Wace LLP954,004$2.64M0.0%+276.9%1.229%
8/13/2025 Walleye Capital LLC363,487$1.01M0.0%+145.7%0.468%
8/13/2025 EverSource Wealth Advisors LLC14,861$41K0.0%+3,740.1%0.019%
8/13/2025 Invesco Ltd.246,674$683K0.0%-15.1%0.318%
8/13/2025 Arrowstreet Capital Limited Partnership1,637,665$4.54M0.0%-20.5%2.110%
8/13/2025 Virtus Advisers LLC19,856$55K0.1%-91.1%0.026%
8/13/2025 Virtus Investment Advisers LLC51,988$144K0.0%+31.4%0.067%
8/13/2025 Tejara Capital Ltd170,566$472K0.2%-45.2%0.220%
8/13/2025 Hsbc Holdings PLC109,783$304K0.0%+137.5%0.141%
8/13/2025 Russell Investments Group Ltd.274,187$759K0.0%+2.5%0.353%
8/12/2025 XTX Topco Ltd108,980$302K0.0%N/A0.140%
8/12/2025 Prudential Financial Inc.819,235$2.27M0.0%+91.6%1.056%
8/12/2025 American Century Companies Inc.2,466,851$6.83M0.0%+6.8%3.179%
8/12/2025 Rhumbline Advisers168,043$465K0.0%+10.7%0.217%
8/12/2025 Franklin Resources Inc.157,429$436K0.0%+2.9%0.203%
8/12/2025 JPMorgan Chase & Co.309,282$857K0.0%+24.1%0.399%
8/12/2025 Dynamic Technology Lab Private Ltd10,490$29K0.0%-87.6%0.014%
8/11/2025 LSV Asset Management1,315,100$3.64M0.0%-3.7%1.695%
8/8/2025 Intech Investment Management LLC41,302$114K0.0%-26.0%0.053%
8/8/2025 Geode Capital Management LLC2,313,904$6.41M0.0%+5.4%2.982%
8/8/2025 PNC Financial Services Group Inc.20,385$56K0.0%+71.7%0.026%
8/7/2025 Acadian Asset Management LLC1,494,451$4.13M0.0%+28.4%1.926%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.514,545$1.43M0.0%-4.8%0.663%
8/6/2025 Savant Capital LLC16,588$46K0.0%N/A0.021%
7/31/2025 Nisa Investment Advisors LLC16,720$46K0.0%+38.8%0.022%
7/25/2025 Allspring Global Investments Holdings LLC2,698,969$7.85M0.0%-0.3%3.478%
7/25/2025 CWM LLC36,390$101K0.0%+121.9%0.047%
7/25/2025 Vanguard Personalized Indexing Management LLC56,552$157K0.0%+248.0%0.073%
7/24/2025 Williams & Novak LLC21,110$58K0.0%N/A0.027%
7/22/2025 BridgePort Financial Solutions LLC10,338$29K0.0%N/A0.013%
7/17/2025 SummerHaven Investment Management LLC126,995$352K0.2%+4.8%0.164%
7/10/2025 Wealth Enhancement Advisory Services LLC18,465$51K0.0%N/A0.024%
7/9/2025 Harbor Capital Advisors Inc.152,651$423K0.0%+10,449.5%0.197%
6/27/2025 Goldman Sachs Group Inc.345,895$1.11M0.0%-54.6%0.446%
5/29/2025Rhumbline Advisers151,809$487K0.0%+8.5%0.196%
5/28/2025Strs Ohio36,200$116K0.0%N/A0.047%
5/21/2025Acadian Asset Management LLC1,164,123$3.73M0.0%+82.8%1.500%
5/19/2025Jane Street Group LLC172,640$554K0.0%-8.0%0.222%
5/16/2025Empowered Funds LLC437,626$1.41M0.0%+7.3%0.564%
5/16/2025Goldman Sachs Group Inc.345,895$1.11M0.0%-54.6%0.446%
5/16/2025Jones Financial Companies Lllp12,879$41K0.0%N/A0.017%
5/16/2025Dynamic Technology Lab Private Ltd84,539$272K0.0%-28.1%0.109%
5/16/2025Petrus Trust Company LTA159,696$513K0.0%-8.1%0.206%
5/16/2025Jacobs Levy Equity Management Inc.1,319,210$4.24M0.0%+14.9%1.700%
5/16/2025AQR Capital Management LLC1,396,710$4.48M0.0%+46.6%1.800%
5/15/2025EP Wealth Advisors LLC27,292$88K0.0%+50.5%0.035%
5/15/2025Cubist Systematic Strategies LLC279,603$898K0.0%N/A0.360%
5/15/2025Graham Capital Management L.P.231,499$743K0.0%+49.8%0.298%
5/15/2025State of Wyoming67,024$215K0.0%+140.3%0.086%
5/15/2025Trexquant Investment LP395,119$1.27M0.0%-44.2%0.509%
5/14/2025Rafferty Asset Management LLC104,322$335K0.0%-18.6%0.134%
5/14/2025FORA Capital LLC11,715$38K0.0%N/A0.015%
5/14/2025Virtus Advisers LLC222,934$716K0.9%+582.0%0.287%
5/14/2025MetLife Investment Management LLC30,698$99K0.0%-13.2%0.040%
5/14/2025Walleye Capital LLC147,920$475K0.0%N/A0.191%
5/14/2025Jump Financial LLC56,852$182K0.0%-63.7%0.073%
5/14/2025Hsbc Holdings PLC46,230$149K0.0%-43.0%0.060%
5/13/2025Algert Global LLC111,120$357K0.0%+20.0%0.143%
5/13/2025Pinnacle Holdings LLC8,455$27K0.0%N/A0.011%
5/13/2025American Century Companies Inc.2,310,008$7.42M0.0%+9.9%2.977%
5/13/2025Tejara Capital Ltd311,049$998K0.4%+12.7%0.401%
5/13/2025Russell Investments Group Ltd.267,449$859K0.0%+119.5%0.345%
5/12/2025Nuveen LLC225,502$724K0.0%N/A0.291%
5/12/2025Virtu Financial LLC60,781$195K0.0%N/A0.078%
5/12/2025Invesco Ltd.290,517$933K0.0%-5.1%0.374%
5/12/2025Connor Clark & Lunn Investment Management Ltd.540,652$1.74M0.0%+12.9%0.697%
5/9/2025Deutsche Bank AG63,050$202K0.0%-16.8%0.081%
5/9/2025Charles Schwab Investment Management Inc.1,543,544$4.96M0.0%+22.5%1.989%
5/9/2025Vanguard Group Inc.6,699,963$21.51M0.0%+12.0%8.634%
5/9/2025R Squared Ltd14,050$45K0.0%+103.3%0.018%
5/9/2025PNC Financial Services Group Inc.11,869$38K0.0%+130.6%0.015%
5/8/2025US Bancorp DE22,100$71K0.0%N/A0.028%
5/7/2025Mackenzie Financial Corp157,228$505K0.0%+16.5%0.203%
5/2/2025Victory Capital Management Inc.371,949$1.19M0.0%-30.4%0.479%
5/2/2025Massachusetts Financial Services Co. MA386,589$1.24M0.0%-2.2%0.498%
5/1/2025CWM LLC16,398$53K0.0%+51.1%0.021%
5/1/2025New York State Common Retirement Fund41,636$134K0.0%-39.7%0.054%
4/30/2025Cerity Partners LLC22,597$73K0.0%N/A0.029%
4/29/2025Bank of New York Mellon Corp734,297$2.36M0.0%+41.2%0.946%
4/24/2025Allspring Global Investments Holdings LLC2,708,333$8.64M0.0%-0.8%3.507%
4/22/2025Cambridge Investment Research Advisors Inc.10,687$34K0.0%N/A0.014%
4/17/2025Janney Montgomery Scott LLC35,000$112K0.0%-36.4%0.045%
(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, 200 institutional investors and hedge funds held shares of Berry. The most heavily invested institutionals were Oaktree Capital Management LP ($30.32M), Vanguard Group Inc. ($21.51M), Hotchkis & Wiley Capital Management LLC ($17.14M), Dimensional Fund Advisors LP ($16.86M), State Street Corp ($15.43M), Heartland Advisors Inc. ($8.36M), and South Dakota Investment Council ($8.09M).Learn more on Berry's institutional investors.

What percentage of Berry's stock is owned by institutional investors?

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

Which institutional investors have been buying Berry's stock?

Of the 173 institutional investors that purchased Berry's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: South Dakota Investment Council ($1.77M), Vanguard Group Inc. ($1.45M), Marshall Wace LLP ($1.22M), Millennium Management LLC ($1.14M), Jacobs Levy Equity Management Inc. ($1.09M), LSV Asset Management ($1.05M), and Mirae Asset Global Investments Co. Ltd. ($1.01M).

How much institutional buying is happening at Berry?

Institutional investors have bought a total of 19,230,517 shares in the last 24 months. This purchase volume represents approximately $72.56M in transactions.

Which of Berry's major shareholders have been selling company stock?

Of the 59 institutional investors that sold Berry's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($3.29M), Hotchkis & Wiley Capital Management LLC ($3.01M), Goldman Sachs Group Inc. ($832.87K), HITE Hedge Asset Management LLC ($789.78K), Jacobs Levy Equity Management Inc. ($772.29K), Bank of New York Mellon Corp ($528.93K), and Arrowstreet Capital Limited Partnership ($421.15K).

How much institutional selling is happening at Berry?

Institutional investors have sold a total of 14,313,271 shares in the last 24 months. This volume of shares sold represents approximately $61.46M in transactions.



This page (NASDAQ:BRY) was last updated on 9/12/2025 by MarketBeat.com Staff
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