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Livermore
Livermore
ZHEN

Baytex Energy Corp.

BTE
Exchange
NYSE
Industry
Drilling Oil & Gas Wells
SEC CIK
0001279495

No open-market purchases or sales by Baytex Energy Corp. insiders were filed in the last 90 days; 186 institutions reported holding it in 13F filings for Q2 2026, worth $1.59B in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Baytex Energy Corp. as of Sep 30, 2024. 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
165
−1 vs. Q2 2024
Shares held
301.4M
+2.38M (+0.8%) vs. Q2 2024
Total value
$896.5M
−$143.5M (−13.8%) vs. Q2 2024
New holders
25
45 more added
Sold out
26
55 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BTE 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.

Institutional holdersQ3 2024: 165 institutions
Q1 2021: 5 institutionsQ2 2021: 4 institutionsQ3 2021: 4 institutionsQ4 2021: 2 institutionsQ1 2022: 1 institutionQ2 2022: 2 institutionsQ3 2022: 2 institutionsQ4 2022: 3 institutionsQ1 2023: 106 institutionsQ2 2023: 191 institutionsQ3 2023: 181 institutionsQ4 2023: 169 institutionsQ1 2024: 168 institutionsQ2 2024: 168 institutionsQ3 2024: 165 institutionsQ4 2024: 155 institutionsQ1 2025: 152 institutionsQ2 2025: 142 institutionsQ3 2025: 135 institutionsQ4 2025: 150 institutionsQ1 2026: 178 institutionsQ2 2026: 186 institutions
Value heldQ3 2024: $896.5M
Q1 2021: $7.89MQ2 2021: $2.69MQ3 2021: $31.5MQ4 2021: $17.6MQ1 2022: $8.58MQ2 2022: $5.64MQ3 2022: $7.00KQ4 2022: $5.90MQ1 2023: $438.8MQ2 2023: $580.5MQ3 2023: $900.3MQ4 2023: $930.0MQ1 2024: $1.08BQ2 2024: $1.04BQ3 2024: $896.5MQ4 2024: $753.1MQ1 2025: $736.5MQ2 2025: $601.1MQ3 2025: $745.4MQ4 2025: $1.10BQ1 2026: $1.67BQ2 2026: $1.59B
Institutions holding BTE and their total value by quarter
QuarterHoldersValue
Q2 2026186$1.59B
Q1 2026178$1.67B
Q4 2025150$1.10B
Q3 2025135$745.4M
Q2 2025142$601.1M
Q1 2025152$736.5M
Q4 2024155$753.1M
Q3 2024165$896.5M
Q2 2024168$1.04B
Q1 2024168$1.08B
Q4 2023169$930.0M
Q3 2023181$900.3M
Q2 2023191$580.5M
Q1 2023106$438.8M
Q4 20223$5.90M
Q3 20222$7.00K
Q2 20222$5.64M
Q1 20221$8.58M
Q4 20212$17.6M
Q3 20214$31.5M
Q2 20214$2.69M
Q1 20215$7.89M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Baytex Energy Corp.; share changes are against Q2 2024.

Institutions holding BTE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest & Ethical Investments L.P.43,703$130.6K0.00%+64+0.1%Added
Group One Trading, L.P.43,293$128.6K0.01%−35,207−44.8%Reduced
JPMorgan Chase & Co42,700$126.8K0.00%00.0%Unchanged
Mercer Global Advisors Inc40,029$125.7K0.00%00.0%Unchanged
Deutsche Bank AG41,753$124.0K0.00%00.0%Unchanged
1832 Asset Management L.P.41,540$123.4K0.00%00.0%Unchanged
LPL Financial LLC40,657$120.8K0.00%+18,600+84.3%Added
Jump Financial, LLC40,453$120.1K0.00%−2,547−5.9%Reduced
Shell Asset Management Co38,000$114.0K0.01%+38,000New
Omers Administration Corp37,800$113.0K0.00%+37,800New
Aigen Investment Management, LP36,969$109.9K0.02%−4,517−10.9%Reduced
Dixon Mitchell Investment Counsel Inc.31,900$95.9K0.00%00.0%Unchanged
Equitable Holdings, Inc.31,458$93.4K0.00%−1,751−5.3%Reduced
Investment Management Corp of Ontario30,811$91.5K0.00%−700−2.2%Reduced
Algert Global LLC30,357$90.8K0.00%−16,398−35.1%Reduced
HighTower Advisors, LLC30,539$90.0K0.00%−5,022−14.1%Reduced
Fullcircle Wealth LLC30,000$85.5K0.04%00.0%Unchanged
Avantax Advisory Services, Inc.26,418$78.5K0.00%+26,418New
Two Sigma Securities, LLC26,133$77.6K0.01%+26,133New
Cetera Investment Advisers25,577$76.0K0.00%−1,519−5.6%Reduced
Perkins Coie Trust Co25,000$74.3K0.02%+2,000+8.7%Added
Davis-Rea Ltd.19,780$59.5K0.03%00.0%Unchanged
Water Island Capital LLC20,000$59.4K0.01%+20,000New
Pacifica Partners Inc.19,512$58.4K0.02%00.0%Unchanged
D.A. Davidson & Co.19,195$57.0K0.00%00.0%Unchanged
State Street Corp17,859$53.3K0.00%−202−1.1%Reduced
Tobam11,900$48.0K0.01%+11,900New
AJOVista, LLC15,576$46.3K0.20%+15,576New
Petra Financial Advisors Inc15,446$45.9K0.03%00.0%Unchanged
EP Wealth Advisors, LLC15,068$44.8K0.00%+15,068New
Wells Fargo & Company14,620$43.7K0.00%+29+0.2%Added
Mutual Advisors, LLC14,399$41.9K0.00%−44,258−75.5%Reduced
Hartford Financial Management Inc.14,000$41.6K0.01%00.0%Unchanged
Baron Financial Group, LLC13,625$40.5K0.02%00.0%Unchanged
Teachers Retirement System of the State of Kentucky13,302$40.0K0.00%00.0%Unchanged
GMT Capital Corp10,500$31.2K0.00%−947,400−98.9%Reduced
Wedbush Securities Inc10,000$30.0K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC10,000$29.7K0.01%00.0%Unchanged
Founders Capital Management5,000$14.8K0.01%00.0%Unchanged
GWM Advisors LLC4,163$12.4K0.00%+8+0.2%Added
Advisor Group Holdings, Inc.3,995$11.9K0.00%−2,438−37.9%Reduced
CWM, LLC3,256$10.0K0.00%+36+1.1%Added
Activest Wealth Management3,100$9.21K0.00%00.0%Unchanged
Wolff Wiese Magana LLC2,000$5.94K0.00%00.0%Unchanged
Key Financial Inc1,700$5.05K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,719$5.00K0.00%+1,719New
WealthCollab, LLC995$2.96K0.00%−100−9.1%Reduced
Optiver Holding B.V.854$2.54K0.00%+854New
Dorchester Wealth Management Co25,700$2.09K0.00%−112,000−81.3%Reduced
Fairman Group, LLC500$1.49K0.00%+500New
TruNorth Capital Management, LLC371$1.10K0.00%+371New
Legacy Investment Solutions, LLC304$8760.00%+304New
Legacy Wealth Managment, LLC304$8760.00%+304New
Coppell Advisory Solutions LLC222$6530.00%00.0%Unchanged
US Bancorp203$6030.00%−486−70.5%Reduced
Citigroup Inc175$5230.00%00.0%Unchanged
IFP Advisors, Inc142$4220.00%−287−66.9%Reduced
Northwestern Mutual Wealth Management Co124$3680.00%+124New
Larson Financial Group LLC105$3120.00%00.0%Unchanged
Farmers & Merchants Investments Inc104$3090.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.104$3080.00%−6,988−98.5%Reduced
Bryn Mawr Trust Co89$2640.00%+89New
Blume Capital Management, Inc.15$450.00%00.0%Unchanged
Richard W. Paul & Associates, LLC7$210.00%00.0%Unchanged
Nisa Investment Advisors, LLC0$20.00%−127−100.0%Reduced
SIR Capital Management, L.P.0$00.00%−3,076,855−100.0%Sold out
Bank of Nova Scotia0$00.00%−1,263,394−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−1,080,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−555,553−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−111,740−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−105,958−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−98,700−100.0%Sold out
Mackenzie Financial Corp0$00.00%−72,685−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−64,288−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−53,600−100.0%Sold out
Fiera Capital Corp0$00.00%−46,447−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−42,707−100.0%Sold out
Marex Group plc0$00.00%−40,000−100.0%Sold out
Brighton Jones LLC0$00.00%−33,061−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−25,000−100.0%Sold out
Guardian Capital Advisors LP0$00.00%−17,137−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−15,068−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−14,571−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−14,571−100.0%Sold out
TownSquare Capital, LLC0$00.00%−10,043−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−8,000−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−4,504−100.0%Sold out
Sandy Spring Bank0$00.00%−1,917−100.0%Sold out
Gradient Investments LLC0$00.00%−89−100.0%Sold out
GAMMA Investing LLC0$00.00%−37−100.0%Sold out
Amalgamated Bank0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed