Battalion Oil Corp
BATL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001282648
In the last 90 days, Battalion Oil Corp insiders filed 2 open-market purchases and 1 sale; 42 institutions reported holding it in 13F filings for Q2 2026, worth $8.76M in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Battalion Oil Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 42
- +2 vs. Q1 2026
- Shares held
- 6.69M
- −1.33M (−16.5%) vs. Q1 2026
- Total value
- $8.76M
- −$22.5M (−71.9%) vs. Q1 2026
- New holders
- 11
- 13 more added
- Sold out
- 9
- 3 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BATL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 42 | $8.76M |
| Q1 2026 | 40 | $31.2M |
| Q4 2025 | 29 | $14.1M |
| Q3 2025 | 28 | $15.1M |
| Q2 2025 | 28 | $16.1M |
| Q1 2025 | 30 | $16.5M |
| Q4 2024 | 33 | $22.2M |
| Q3 2024 | 34 | $89.0M |
| Q2 2024 | 37 | $44.5M |
| Q1 2024 | 42 | $76.9M |
| Q4 2023 | 40 | $136.4M |
| Q3 2023 | 36 | $86.2M |
| Q2 2023 | 36 | $80.0M |
| Q1 2023 | 46 | $93.9M |
| Q4 2022 | 44 | $141.2M |
| Q3 2022 | 43 | $172.6M |
| Q2 2022 | 42 | $123.9M |
| Q1 2022 | 38 | $273.1M |
| Q4 2021 | 31 | $141.9M |
| Q3 2021 | 31 | $141.3M |
| Q2 2021 | 31 | $195.8M |
| Q1 2021 | 28 | $159.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2 | $3 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 10 | $13 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $13 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 16 | $21 | 0.00% | +6+60.0% | Added |
| SBI Securities Co., Ltd. | 25 | $33 | 0.00% | +25 | New |
| VSM Wealth Advisory, LLC | 50 | $66 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 74 | $97 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 96 | $126 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 250 | $328 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 431 | $565 | 0.00% | +431 | New |
| NYL Investors LLC | 588 | $770 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 606 | $794 | 0.00% | −50−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 610 | $799 | 0.00% | +610 | New |
| Truvestments Capital LLC | 1,500 | $1.97K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,435 | $2.04K | 0.00% | +1,205+523.9% | Added |
| Tower Research Capital LLC (TRC) | 2,986 | $3.91K | 0.00% | +1,464+96.2% | Added |
| Royal Bank of Canada | 3,412 | $4.00K | 0.00% | +92+2.8% | Added |
| Vanguard Global Advisers, LLC | 3,714 | $4.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11,164 | $14.6K | 0.00% | +11,164 | New |
| Engineers Gate Manager LP | 11,625 | $15.2K | 0.00% | −44,804−79.4% | Reduced |
| Cygnus Capital Advisors, LLC | 11,958 | $16.0K | 0.01% | +11,958 | New |
| Dimensional Fund Advisors LP | 14,691 | $19.3K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,000 | $21.3K | 0.00% | +15,000 | New |
| Two Sigma Investments, LP | 18,496 | $24.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 20,928 | $27.4K | 0.00% | +20,928 | New |
| Northern Trust Corp | 23,200 | $30.4K | 0.00% | +5,973+34.7% | Added |
| Susquehanna International Group, LLP | 28,865 | $37.8K | 0.00% | +28,865 | New |
| Bridgeway Capital Management, LLC | 31,100 | $40.7K | 0.00% | +15,000+93.2% | Added |
| AlphaGrep UK Ltd | 32,508 | $42.6K | 0.01% | +4,570+16.4% | Added |
| State Street Corp | 33,906 | $44.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 36,215 | $47.4K | 0.00% | +25,432+235.9% | Added |
| Virtu Financial LLC | 53,590 | $70.0K | 0.00% | +53,590 | New |
| Vanguard Fiduciary Trust Co | 74,201 | $97.2K | 0.00% | +35,751+93.0% | Added |
| HighTower Advisors, LLC | 100,066 | $131.1K | 0.00% | +100,066 | New |
| Geode Capital Management, LLC | 117,245 | $153.7K | 0.00% | +26,763+29.6% | Added |
| Utah Retirement Systems | 189,842 | $248.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 320,704 | $420.1K | 0.00% | +320,654+641,308.0% | Added |
| Vanguard Capital Management LLC | 698,754 | $915.4K | 0.00% | +386,781+124.0% | Added |
| BlackRock, Inc. | 746,048 | $977.3K | 0.00% | +559,382+299.7% | Added |
| Luminus Management LLC | 1,069,455 | $1.40M | 0.96% | −937,053−46.7% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $3.94M | 0.07% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,800,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −63,645−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −36,359−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −22,979−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,534−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −25,296−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |