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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, Q1 2026

Institutional positions in Tamboran Resources Corp as of Mar 31, 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
58
+10 vs. Q4 2025
Shares held
8.62M
+476.9K (+5.9%) vs. Q4 2025
Total value
$430.8M
+$209.1M (+94.4%) vs. Q4 2025
New holders
15
23 more added
Sold out
5
11 more reduced

Compare with Q4 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 holdersQ1 2026: 58 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 heldQ1 2026: $430.8M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Tamboran Resources Corp; share changes are against Q4 2025.

Institutions holding TBN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
HITE Hedge Asset Management LLC2,076,315$103.8M5.86%+39,712+1.9%Added
Alberta Investment Management Corp858,680$42.9M0.26%00.0%Unchanged
Gilder Gagnon Howe & Co LLC841,063$42.0M0.50%+46,415+5.8%Added
Encompass Capital Advisors LLC713,698$35.7M1.45%00.0%Unchanged
Yaupon Capital Management LP535,174$26.8M1.32%+19,630+3.8%Added
UBS Group AG467,899$23.4M0.00%+34,301+7.9%Added
Ancient Art, L.P.437,142$21.9M4.76%00.0%Unchanged
Ingalls & Snyder LLC339,562$17.0M0.60%+147,678+77.0%Added
Manufacturers Life Insurance Company, The237,748$11.9M0.01%+126,549+113.8%Added
SCS Capital Management LLC199,871$9.99M0.11%+106,362+113.7%Added
Reaves W H & Co Inc170,000$8.50M0.14%+70,000+70.0%Added
Two Sigma Investments, LP152,982$7.65M0.01%+96,874+172.7%Added
Aventail Capital Group, LP149,759$7.49M0.36%−680−0.5%Reduced
Citadel Advisors LLC146,712$7.33M0.01%−328,883−69.2%Reduced
Cohen & Steers, Inc.137,091$6.85M0.01%+6,887+5.3%Added
Macquarie Group Ltd135,251$6.76M0.04%+20,372+17.7%Added
Marshall Wace, LLP113,434$5.67M0.01%+113,434New
Franklin Resources Inc106,100$5.30M0.00%+31,700+42.6%Added
Cinctive Capital Management LP102,011$5.10M0.34%+85,442+515.7%Added
Zimmer Partners, LP91,480$4.57M0.11%−52,252−36.4%Reduced
Merewether Investment Management, LP68,879$3.44M0.07%−1,121−1.6%Reduced
Arbiter Partners Capital Management LLC67,212$3.36M2.28%+10,000+17.5%Added
Bank of America Corp53,374$2.67M0.00%+20,932+64.5%Added
HighTower Advisors, LLC47,533$2.38M0.00%+29,425+162.5%Added
Millennium Management LLC47,149$2.36M0.00%+9,744+26.0%Added
Clough Capital Partners L P46,881$2.34M0.23%+46,881New
Morgan Stanley40,988$2.05M0.00%+36,090+736.8%Added
Quadrature Capital Ltd32,875$1.64M0.02%+32,875New
Cooper Investors Pty Ltd25,322$1.27M0.52%00.0%Unchanged
Manatuck Hill Partners, LLC20,425$1.02M0.33%−11,675−36.4%Reduced
Atom Investors LP18,005$900.1K0.06%+18,005New
Goldman Sachs Group Inc17,781$888.9K0.00%+17,781New
American Century Companies Inc16,590$829.3K0.00%+16,590New
Readystate Asset Management LP13,301$664.9K0.04%−2,599−16.3%Reduced
State of Wyoming13,082$654.0K0.08%−44−0.3%Reduced
SEI Investments Co10,514$525.6K0.00%+10,514New
XTX Topco Ltd10,160$507.9K0.01%+10,160New
XY Capital Ltd9,227$461.3K0.51%−50−0.5%Reduced
Raymond James Financial Inc9,053$452.6K0.00%+1,200+15.3%Added
Walleye Capital LLC7,983$399.1K0.00%+482+6.4%Added
SkyView Investment Advisors, LLC6,088$304.0K0.04%+6,088New
Squarepoint Ops LLC5,228$261.3K0.00%+5,228New
Janney Montgomery Scott LLC4,800$240.0K0.00%+4,800New
BNP Paribas Arbitrage, SA4,556$227.8K0.00%+3,856+550.9%Added
Colonial Trust Advisors2,250$112.5K0.01%+250+12.5%Added
Barclays PLC1,861$93.0K0.00%−1,129−37.8%Reduced
TD Waterhouse Canada Inc.1,210$54.2K0.00%+1,210New
BlackRock, Inc.1,069$53.4K0.00%−5,965−84.8%Reduced
Financial Management Professionals, Inc.500$25.0K0.00%00.0%Unchanged
Wells Fargo & Company400$20.0K0.00%00.0%Unchanged
Umb Bank N A400$20.0K0.00%+400New
Advisor Group Holdings, Inc.350$17.5K0.00%00.0%Unchanged
Royal Bank of Canada322$16.0K0.00%+322New
Centerpoint Advisors, LLC250$12.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP165$7.16K0.00%+15+10.0%Added
Rachor Investment Advisory Services, LLC66$3.30K0.00%00.0%Unchanged
JPMorgan Chase & Co29$1.29K0.00%−171−85.5%Reduced
Citigroup Inc1$500.00%+1New
Baupost Group LLCSuperinvestorBaupost Group0$00.00%−257,226−100.0%Sold out
Whitebox Advisors LLC0$00.00%−78,832−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−10,000−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−446−100.0%Sold out
TCTC Holdings, LLC0$00.00%−200−100.0%Sold out