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, Q4 2024
Institutional positions in Baytex Energy Corp. as of Dec 31, 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
- 155
- −9 vs. Q3 2024
- Shares held
- 292.2M
- −9.25M (−3.1%) vs. Q3 2024
- Total value
- $753.1M
- −$143.3M (−16.0%) vs. Q3 2024
- New holders
- 20
- 45 more added
- Sold out
- 29
- 53 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 186 | $1.59B |
| Q1 2026 | 178 | $1.67B |
| Q4 2025 | 150 | $1.10B |
| Q3 2025 | 135 | $745.4M |
| Q2 2025 | 142 | $601.1M |
| Q1 2025 | 152 | $736.5M |
| Q4 2024 | 155 | $753.1M |
| Q3 2024 | 165 | $896.5M |
| Q2 2024 | 168 | $1.04B |
| Q1 2024 | 168 | $1.08B |
| Q4 2023 | 169 | $930.0M |
| Q3 2023 | 181 | $900.3M |
| Q2 2023 | 191 | $580.5M |
| Q1 2023 | 106 | $438.8M |
| Q4 2022 | 3 | $5.90M |
| Q3 2022 | 2 | $7.00K |
| Q2 2022 | 2 | $5.64M |
| Q1 2022 | 1 | $8.58M |
| Q4 2021 | 2 | $17.6M |
| Q3 2021 | 4 | $31.5M |
| Q2 2021 | 4 | $2.69M |
| Q1 2021 | 5 | $7.89M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Baytex Energy Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 7 | $18 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 15 | $39 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 89 | $230 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $268 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 104 | $268 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 105 | $271 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $366 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 194 | $499 | 0.00% | +194 | New |
| US Bancorp | 203 | $524 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 204 | $526 | 0.00% | +204 | New |
| Coppell Advisory Solutions LLC | 222 | $546 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 386 | $942 | 0.00% | +82+27.0% | Added |
| Legacy Wealth Managment, LLC | 386 | $942 | 0.00% | +82+27.0% | Added |
| Dorchester Wealth Management Co | 25,700 | $1.80K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,000 | $5.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,268 | $5.85K | 0.00% | +2,268 | New |
| Advisor Group Holdings, Inc. | 2,839 | $7.32K | 0.00% | −1,156−28.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 3,031 | $7.82K | 0.00% | −28,869−90.5% | Reduced |
| Activest Wealth Management | 3,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,220 | $8.00K | 0.00% | −36−1.1% | Reduced |
| Compass Financial Services Inc | 3,555 | $9.17K | 0.01% | +3,555 | New |
| GWM Advisors LLC | 4,174 | $10.8K | 0.00% | +11+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,272 | $14.0K | 0.00% | −8,030−60.4% | Reduced |
| Hobbs Group Advisors, LLC | 10,000 | $25.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 10,000 | $25.8K | 0.02% | +5,000+100.0% | Added |
| Wedbush Securities Inc | 10,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 10,456 | $26.9K | 0.00% | +10,456 | New |
| Pacifica Partners Inc. | 10,512 | $27.6K | 0.01% | −9,000−46.1% | Reduced |
| Gsa Capital Partners LLP | 11,900 | $31.0K | 0.00% | +11,900 | New |
| Flow Traders U.S. LLC | 12,531 | $32.0K | 0.00% | +12,531 | New |
| Algert Global LLC | 12,568 | $32.3K | 0.00% | −17,789−58.6% | Reduced |
| Baron Financial Group, LLC | 13,625 | $35.2K | 0.02% | 00.0% | Unchanged |
| Tobam | 9,631 | $36.0K | 0.01% | −2,269−19.1% | Reduced |
| Hartford Financial Management Inc. | 14,000 | $36.1K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,135 | $36.3K | 0.00% | −485−3.3% | Reduced |
| Pathstone Holdings, LLC | 14,467 | $37.3K | 0.00% | −30,019−67.5% | Reduced |
| Petra Financial Advisors Inc | 15,446 | $39.9K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,807 | $40.8K | 0.00% | −84,525−84.2% | Reduced |
| Sprott Inc. | 16,595 | $42.8K | 0.00% | +16,595 | New |
| State Street Corp | 17,859 | $46.4K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,195 | $49.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 19,062 | $50.0K | 0.01% | −203,534−91.4% | Reduced |
| Boothbay Fund Management, LLC | 19,562 | $50.2K | 0.00% | +19,562 | New |
| Davis-Rea Ltd. | 19,780 | $51.1K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 20,557 | $53.0K | 0.00% | +20,557 | New |
| JustInvest LLC | 24,838 | $64.1K | 0.00% | −47,607−65.7% | Reduced |
| Cetera Investment Advisers | 25,275 | $65.2K | 0.00% | −302−1.2% | Reduced |
| Investment Management Corp of Ontario | 26,611 | $68.7K | 0.00% | −4,200−13.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 27,844 | $71.8K | 0.07% | +27,844 | New |
| Private Advisor Group, LLC | 28,050 | $72.4K | 0.00% | −39,420−58.4% | Reduced |
| Savant Capital, LLC | 28,380 | $73.2K | 0.00% | −25,932−47.7% | Reduced |
| Citigroup Inc | 28,580 | $73.5K | 0.00% | +28,405+16,231.4% | Added |
| Fullcircle Wealth LLC | 30,000 | $74.1K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 30,321 | $74.6K | 0.00% | −51,475−62.9% | Reduced |
| HighTower Advisors, LLC | 33,750 | $87.1K | 0.00% | +3,211+10.5% | Added |
| Equitable Holdings, Inc. | 37,408 | $96.5K | 0.00% | +5,950+18.9% | Added |
| Simplex Trading, LLC | 37,753 | $97.0K | 0.00% | −56,648−60.0% | Reduced |
| Shell Asset Management Co | 38,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 37,724 | $97.3K | 0.00% | −8,905−19.1% | Reduced |
| Northwest & Ethical Investments L.P. | 40,824 | $104.9K | 0.00% | −2,879−6.6% | Reduced |
| 1832 Asset Management L.P. | 41,540 | $107.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 41,753 | $107.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42,578 | $109.9K | 0.00% | −122−0.3% | Reduced |
| Creative Planning | 47,426 | $122.4K | 0.00% | −4,299−8.3% | Reduced |
| Fiera Capital Corp | 55,937 | $143.4K | 0.00% | +55,937 | New |
| XTX Topco Ltd | 58,460 | $150.8K | 0.01% | −127,846−68.6% | Reduced |
| Jefferies Financial Group Inc. | 59,882 | $154.5K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 60,350 | $155.7K | 0.11% | +1,165+2.0% | Added |
| Balyasny Asset Management LLC | 64,424 | $166.0K | 0.00% | −12,046−15.8% | Reduced |
| TD Waterhouse Canada Inc. | 64,758 | $166.1K | 0.00% | −16,810−20.6% | Reduced |
| HSBC Holdings PLC | 72,005 | $184.7K | 0.00% | +72,005 | New |
| Centiva Capital, LP | 74,079 | $191.1K | 0.01% | −75,134−50.4% | Reduced |
| Group One Trading, L.P. | 74,644 | $192.6K | 0.01% | +31,351+72.4% | Added |
| Cresset Asset Management, LLC | 84,381 | $219.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 87,987 | $226.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 98,819 | $255.0K | 0.00% | −749−0.8% | Reduced |
| Raffles Associates LP | 100,000 | $258.0K | 0.28% | +100,000 | New |
| Dimensional Fund Advisors LP | 101,256 | $260.7K | 0.00% | −22,028−17.9% | Reduced |
| Squarepoint Ops LLC | 103,981 | $268.3K | 0.00% | +31,901+44.3% | Added |
| Virtu Financial LLC | 110,294 | $285.0K | 0.02% | +110,294 | New |
| Russell Investments Group, Ltd. | 116,604 | $298.1K | 0.00% | +5,004+4.5% | Added |
| State of Wyoming | 116,592 | $300.8K | 0.04% | +51,358+78.7% | Added |
| Pictet Asset Management Holding SA | 117,229 | $301.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 120,428 | $309.6K | 0.00% | −3,907−3.1% | Reduced |
| Franklin Resources Inc | 122,230 | $314.2K | 0.00% | +78,538+179.8% | Added |
| Mackenzie Financial Corp | 124,346 | $318.9K | 0.00% | +124,346 | New |
| Mariner, LLC | 129,892 | $335.0K | 0.00% | −12,562−8.8% | Reduced |
| SEI Investments Co | 143,257 | $369.6K | 0.00% | +22,500+18.6% | Added |
| Montgomery Investment Management Inc | 149,492 | $385.7K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 151,700 | $391.1K | 0.00% | +9,100+6.4% | Added |
| Numerai GP LLC | 155,546 | $401.3K | 0.11% | +155,546 | New |
| Van Den Berg Management I, Inc | 171,262 | $441.9K | 0.13% | −41,632−19.6% | Reduced |
| BlackRock, Inc. | 175,722 | $453.4K | 0.00% | +24,514+16.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,971 | $594.2K | 0.00% | +14,468+6.7% | Added |
| NFP Retirement, Inc. | 235,750 | $608.2K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 243,080 | $627.1K | 0.00% | +18,759+8.4% | Added |
| Toroso Investments, LLC | 259,805 | $670.3K | 0.01% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 280,300 | $719.9K | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 285,000 | $735.0K | 0.03% | 00.0% | Unchanged |
| X-Square Capital, LLC | 297,780 | $768.0K | 0.32% | 00.0% | Unchanged |