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Earthstone Energy Inc

ESTEDelisted
Industry
Crude Petroleum & Natural Gas
SEC CIK
0000010254

Earthstone Energy Inc was delisted in 2023; its insiders filed their last Form 4 on Nov 3, 2023; 172 institutions reported holding it in 13F filings for Q3 2023, worth $1.91B in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in Earthstone Energy Inc as of Jun 30, 2022. 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
166
+19 vs. Q1 2022
Shares held
65.1M
+10.2M (+18.6%) vs. Q1 2022
Total value
$888.7M
+$194.9M (+28.1%) vs. Q1 2022
New holders
46
70 more added
Sold out
27
38 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ESTE 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 holdersQ2 2022: 166 institutions
Q1 2021: 82 institutionsQ2 2021: 91 institutionsQ3 2021: 100 institutionsQ4 2021: 110 institutionsQ1 2022: 149 institutionsQ2 2022: 166 institutionsQ3 2022: 192 institutionsQ4 2022: 177 institutionsQ1 2023: 170 institutionsQ2 2023: 167 institutionsQ3 2023: 172 institutionsQ4 2023: 2 institutionsQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2022: $888.7M
Q1 2021: $215.5MQ2 2021: $343.0MQ3 2021: $283.4MQ4 2021: $368.2MQ1 2022: $697.1MQ2 2022: $888.7MQ3 2022: $1.04BQ4 2022: $1.35BQ1 2023: $1.23BQ2 2023: $1.40BQ3 2023: $1.91BQ4 2023: $5.02KQ1 2024: $21Q2 2024: $21Q3 2024: $21Q4 2024: $21Q1 2025: $21Q2 2025: $21Q3 2025: $21Q4 2025: $21Q1 2026: $21Q2 2026: $21
Institutions holding ESTE and their total value by quarter
QuarterHoldersValue
Q2 20261$21
Q1 20261$21
Q4 20251$21
Q3 20251$21
Q2 20251$21
Q1 20251$21
Q4 20241$21
Q3 20241$21
Q2 20241$21
Q1 20241$21
Q4 20232$5.02K
Q3 2023172$1.91B
Q2 2023167$1.40B
Q1 2023170$1.23B
Q4 2022177$1.35B
Q3 2022192$1.04B
Q2 2022166$888.7M
Q1 2022149$697.1M
Q4 2021110$368.2M
Q3 2021100$283.4M
Q2 202191$343.0M
Q1 202182$215.5M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Earthstone Energy Inc; share changes are against Q1 2022.

Institutions holding ESTE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Warburg Pincus LLC23,381,471$319.2M11.28%+350,705+1.5%Added
Ontario Teachers Pension Plan Board3,449,699$47.1M0.66%00.0%Unchanged
State Street Corp2,947,629$40.2M0.00%+2,390,004+428.6%Added
BlackRock Inc.2,794,381$38.1M0.00%+889,464+46.7%Added
Vanguard Group Inc2,463,287$33.6M0.00%+1,190,969+93.6%Added
Encap Energy Capital Fund VIII, L.P.2,303,000$31.4M19.42%00.0%Unchanged
Dimensional Fund Advisors LP1,917,220$26.2M0.01%+214,319+12.6%Added
Macquarie Group Ltd1,864,917$25.5M0.03%+318,791+20.6%Added
Ranger Investment Management, L.P.1,819,533$24.8M1.88%+723,853+66.1%Added
William Blair Investment Management, LLC1,556,609$21.2M0.08%−41,406−2.6%Reduced
American Century Companies Inc1,261,256$17.2M0.01%+89,189+7.6%Added
Lord, Abbett & Co. LLC1,058,094$14.4M0.05%+1,058,094New
Penn Capital Management Co Inc969,916$13.2M1.43%+128,927+15.3%Added
New York State Common Retirement Fund847,810$11.6M0.02%−187,233−18.1%Reduced
Geode Capital Management, LLC819,649$11.2M0.00%+305,378+59.4%Added
Rothschild & Co Asset Management US Inc.818,262$11.2M0.17%+141,708+20.9%Added
GW&K Investment Management, LLC816,446$11.1M0.12%+815,791+124,548.2%Added
Royce & Associates LP815,738$11.1M0.11%−363,200−30.8%Reduced
Redwood Investments, LLC656,339$8.96M1.00%+656,339New
Invesco Ltd.602,587$8.22M0.00%+129,845+27.5%Added
Northern Trust Corp511,102$6.98M0.00%+157,746+44.6%Added
Moody Aldrich Partners LLC501,189$6.84M1.34%−97,643−16.3%Reduced
Two Sigma Investments, LP498,078$6.80M0.02%+245,777+97.4%Added
Connor, Clark & Lunn Investment Management Ltd.497,423$6.79M0.04%+125,316+33.7%Added
Van Den Berg Management I, Inc466,998$6.38M1.70%+343,663+278.6%Added
Morgan Stanley465,459$6.36M0.00%+277,702+147.9%Added
SEI Investments Co436,779$5.96M0.01%+72,311+19.8%Added
Russell Investments Group, Ltd.382,338$5.22M0.01%−27,565−6.7%Reduced
Bank of New York Mellon Corp375,185$5.12M0.00%+156,417+71.5%Added
Susquehanna International Group, LLP362,840$4.95M0.01%+175,087+93.3%Added
Weiss Multi-Strategy Advisers LLC350,000$4.78M0.15%+350,000New
Bridgeway Capital Management, LLC341,055$4.66M0.11%00.0%Unchanged
Bank of America Corp253,888$3.47M0.00%+46,260+22.3%Added
Ameriprise Financial Inc245,374$3.35M0.00%−43,591−15.1%Reduced
Fisher Asset Management, LLC235,325$3.21M0.00%−122,397−34.2%Reduced
First Trust Advisors LP233,933$3.19M0.00%+140,768+151.1%Added
Saba Capital Management, L.P.221,616$3.02M0.04%+4,417+2.0%Added
Rafferty Asset Management, LLC220,321$3.01M0.03%+220,321New
Goldman Sachs Group Inc216,692$2.96M0.00%+71,857+49.6%Added
First Eagle Investment Management, LLC201,907$2.76M0.01%−20,905−9.4%Reduced
Cubist Systematic Strategies, LLC193,149$2.64M0.02%+63,047+48.5%Added
Black Swift Group, LLC163,044$2.23M1.03%+142,044+676.4%Added
Sanders Morris Harris LLC152,300$2.08M0.45%00.0%Unchanged
Credit Suisse AG148,013$2.02M0.00%+84,741+133.9%Added
EAM Investors, LLC141,111$1.93M0.47%+36,464+34.8%Added
BlueCrest Capital Management Ltd136,902$1.87M0.26%+136,902New
Denali Advisors LLC126,438$1.73M0.75%+77,138+156.5%Added
Jane Street Group, LLC121,099$1.65M0.00%+103,889+603.7%Added
Los Angeles Capital Management LLC118,438$1.62M0.01%+1,917+1.6%Added
Charles Schwab Investment Management Inc115,514$1.58M0.00%+32,824+39.7%Added
EAM Global Investors LLC115,359$1.57M0.39%−36,823−24.2%Reduced
Prudential Financial Inc112,302$1.53M0.00%−278,373−71.3%Reduced
Two Sigma Advisers, LP107,100$1.46M0.00%+86,700+425.0%Added
Swiss National Bank95,000$1.30M0.00%+95,000New
Walthausen & Co., LLC93,340$1.27M0.57%+93,340New
Intrepid Capital Management Inc93,247$1.27M1.01%+68,079+270.5%Added
Occudo Quantitative Strategies LP90,462$1.24M0.10%+71,855+386.2%Added
US Bancorp89,146$1.22M0.00%−20,164−18.4%Reduced
Simplex Trading, LLC88,912$1.21M0.04%+71,228+402.8%Added
Outfitter Financial LLC87,400$1.19M1.08%−2,500−2.8%Reduced
Pinnacle Holdings, LLC83,871$1.14M0.52%+83,871New
Oberweis Asset Management Inc83,800$1.14M0.29%−1,400−1.6%Reduced
Jackson Creek Investment Advisors LLC76,395$1.08M0.44%−6,273−7.6%Reduced
Citigroup Inc77,760$1.06M0.00%+76,469+5,923.2%Added
Group One Trading, L.P.75,798$1.03M0.03%+75,370+17,609.8%Added
King Luther Capital Management Corp75,800$1.03M0.01%+75,800New
GWM Advisors LLC70,387$960.0K0.02%+6,144+9.6%Added
Schonfeld Strategic Advisors LLC67,600$923.0K0.01%+51,600+322.5%Added
Glenmede Trust Co NA67,287$918.0K0.01%−2,868−4.1%Reduced
Alpha DNA Investment Management LLC66,183$902.0K0.80%+66,183New
Citadel Advisors LLC62,765$857.0K0.00%+6,360+11.3%Added
Wolverine Asset Management LLC57,429$783.0K0.01%+57,429New
D. E. Shaw & Co., Inc.57,159$780.0K0.00%+4,136+7.8%Added
Phocas Financial Corp.55,198$753.0K0.11%−48,569−46.8%Reduced
California State Teachers Retirement System53,026$724.0K0.00%+39,822+301.6%Added
Monarch Partners Asset Management LLC51,129$698.0K0.19%−390,379−88.4%Reduced
Cipher Capital LP51,083$697.0K0.16%+51,083New
Rhumbline Advisers49,917$681.0K0.00%+6,066+13.8%Added
Verition Fund Management LLC49,756$679.0K0.01%+49,756New
Heritage Investors Management Corp47,256$645.0K0.03%+1,252+2.7%Added
Alliancebernstein L.P.45,200$617.0K0.00%+45,200New
Diametric Capital, LP41,990$573.0K0.42%−51,256−55.0%Reduced
Balyasny Asset Management LLC37,856$517.0K0.00%+24,779+189.5%Added
ClariVest Asset Management LLC37,609$514.0K0.02%−76,016−66.9%Reduced
APG Asset Management N.V.38,200$499.0K0.00%+38,200New
UBS Asset Management Americas Inc35,166$480.0K0.00%+35,166New
State of Tennessee, Treasury Department34,177$467.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc33,821$462.0K0.00%+2,951+9.6%Added
AE Wealth Management LLC33,196$453.0K0.00%+33,196New
Ethic Inc.30,931$422.0K0.03%−2,344−7.0%Reduced
PEAK6 Investments LLC29,221$399.0K0.01%+29,221New
Cambria Investment Management, L.P.26,915$367.0K0.05%+9,997+59.1%Added
AQR Capital Management LLC26,503$362.0K0.00%−31,332−54.2%Reduced
Brinker Capital Investments, LLC26,415$361.0K0.01%−1,502−5.4%Reduced
The PNC Financial Services Group, Inc.26,326$360.0K0.00%+11,854+81.9%Added
XTX Topco Ltd26,109$356.0K0.15%+26,109New
Legal & General Group Plc23,950$326.0K0.00%+21,288+799.7%Added
JPMorgan Chase & Co23,297$318.0K0.00%−66,480−74.1%Reduced
MetLife Investment Management22,653$309.2K0.00%+8,753+63.0%Added
Boston Partners22,487$307.0K0.00%−315−1.4%Reduced