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Tamboran Resources Corp

TBN
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0001997652

No open-market purchases or sales by Tamboran Resources Corp insiders were filed in the last 90 days; 96 institutions reported holding it in 13F filings for Q2 2026, worth $420.0M in total; no superinvestor holds it.

Other share classesTBNRL

13F holders, Q4 2025

Institutional positions in Tamboran Resources Corp as of Dec 31, 2025. 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
48
+18 vs. Q3 2025
Shares held
8.14M
+2.21M (+37.3%) vs. Q3 2025
Total value
$221.7M
+$59.3M (+36.5%) vs. Q3 2025
New holders
21
13 more added
Sold out
3
8 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TBN 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 holdersQ4 2025: 48 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 16 institutionsQ3 2024: 19 institutionsQ4 2024: 20 institutionsQ1 2025: 15 institutionsQ2 2025: 23 institutionsQ3 2025: 30 institutionsQ4 2025: 48 institutionsQ1 2026: 58 institutionsQ2 2026: 96 institutions
Value heldQ4 2025: $221.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $43.6MQ3 2024: $56.6MQ4 2024: $63.5MQ1 2025: $68.5MQ2 2025: $91.7MQ3 2025: $162.4MQ4 2025: $221.7MQ1 2026: $430.8MQ2 2026: $420.0M
Institutions holding TBN and their total value by quarter
QuarterHoldersValue
Q2 202696$420.0M
Q1 202658$430.8M
Q4 202548$221.7M
Q3 202530$162.4M
Q2 202523$91.7M
Q1 202515$68.5M
Q4 202420$63.5M
Q3 202419$56.6M
Q2 202416$43.6M
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Tamboran Resources Corp; share changes are against Q3 2025.

Institutions holding TBN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HITE Hedge Asset Management LLC2,036,603$55.5M3.54%+299,028+17.2%Added
Alberta Investment Management Corp858,680$23.4M0.14%+100,000+13.2%Added
Gilder Gagnon Howe & Co LLC794,648$21.6M0.23%+512,992+182.1%Added
Encompass Capital Advisors LLC713,698$19.4M0.93%+150,000+26.6%Added
Yaupon Capital Management LP515,544$14.0M0.69%+50,000+10.7%Added
Citadel Advisors LLC475,595$13.0M0.01%+475,595New
Ancient Art, L.P.437,142$11.9M2.69%00.0%Unchanged
UBS Group AG433,598$11.8M0.00%+154,660+55.4%Added
Baupost Group LLCSuperinvestorBaupost Group257,226$7.00M0.13%−313,607−54.9%Reduced
Ingalls & Snyder LLC191,884$5.22M0.19%−66,650−25.8%Reduced
Aventail Capital Group, LP150,439$4.10M0.24%+65,886+77.9%Added
Zimmer Partners, LP143,732$3.91M0.10%+143,732New
Cohen & Steers, Inc.130,204$3.54M0.01%+106,469+448.6%Added
Macquarie Group Ltd114,879$3.13M0.01%−10,180−8.1%Reduced
Manufacturers Life Insurance Company, The111,199$3.01M0.00%+61,866+125.4%Added
Reaves W H & Co Inc100,000$2.72M0.05%+100,000New
SCS Capital Management LLC93,509$2.55M0.03%00.0%Unchanged
Whitebox Advisors LLC78,832$2.15M0.04%+22,810+40.7%Added
Franklin Resources Inc74,400$2.03M0.00%+74,400New
Merewether Investment Management, LP70,000$1.91M0.04%+70,000New
Arbiter Partners Capital Management LLC57,212$1.56M0.84%+7,670+15.5%Added
Two Sigma Investments, LP56,108$1.53M0.00%+56,108New
Millennium Management LLC37,405$1.02M0.00%+37,405New
Bank of America Corp32,442$883.4K0.00%+960+3.0%Added
Manatuck Hill Partners, LLC32,100$874.1K0.31%+32,100New
Cooper Investors Pty Ltd25,322$689.5K0.23%+25,322New
HighTower Advisors, LLC18,108$493.1K0.00%+18,108New
Cinctive Capital Management LP16,569$451.2K0.03%+16,569New
Readystate Asset Management LP15,900$433.0K0.02%+15,900New
State of Wyoming13,126$357.4K0.04%+172+1.3%Added
Balyasny Asset Management LLC10,000$272.3K0.00%+10,000New
XY Capital Ltd9,277$252.6K0.26%+9,277New
Raymond James Financial Inc7,853$213.8K0.00%+7,853New
Walleye Capital LLC7,501$204.3K0.00%+7,501New
BlackRock, Inc.7,034$191.5K0.00%−18,777−72.7%Reduced
Morgan Stanley4,898$133.4K0.00%−4,933−50.2%Reduced
Barclays PLC2,990$81.4K0.00%−956−24.2%Reduced
Colonial Trust Advisors2,000$54.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA700$19.1K0.00%+700New
Financial Management Professionals, Inc.500$13.6K0.00%−500−50.0%Reduced
SJS Investment Consulting Inc.446$12.1K0.00%+446New
Wells Fargo & Company400$10.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.350$9.53K0.00%−100−22.2%Reduced
Centerpoint Advisors, LLC250$7.00K0.00%00.0%Unchanged
TCTC Holdings, LLC200$5.45K0.00%00.0%Unchanged
JPMorgan Chase & Co200$5.45K0.00%+200New
Jones Financial Companies LLLP150$4.08K0.00%+150New
Rachor Investment Advisory Services, LLC66$1.80K0.00%+66New
HSBC Holdings PLC0$00.00%−7,559−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−529−100.0%Sold out
Penserra Capital Management LLC0$00.00%−135−100.0%Sold out