Battalion OilBATL
13F holders, Q2 2026 (June 30)42holders +2
11new positions
10sold out
1famous investor
$1.31avg. 13F price*
At the end of Q2 2026, 42 institutions reported holding Battalion Oil Corp. (BATL) in their 13F filings, up 2 from Q1 2026. 11 opened new positions and 10 sold out. The largest holders were Oaktree Capital Management ($3.9M), Luminus Management LLC ($1.4M) and BlackRock, Inc. ($977K). One famous investor held it Howard Marks (0.1% of Oaktree Capital Management's portfolio).
- Company
- Battalion Oil Corp.
- CUSIP
- 07134L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $320K |
| Exits | 10 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,625,712 shares bought and 2,951,319 shares sold, net −1,325,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Oaktree Capital Management | 0.10% | No change | 3,009,912 | $3.9M |
| Luminus Management LLC | 0.96% | Reduce -46.7% | 1,069,455 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +299.7% | 746,048 | $977K |
| Vanguard Capital Management LLC | 0.00% | Add +124.0% | 698,754 | $915K |
| UBS Group AG | 0.00% | Add +641308.0% | 320,704 | $420K |
| Utah Retirement Systems | 0.00% | No change | 189,842 | $249K |
| Geode Capital Management, LLC | 0.00% | Add +29.6% | 117,245 | $154K |
| HighTower Advisors, LLC | 0.00% | New | 100,066 | $131K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +93.0% | 74,201 | $97K |
| Virtu Financial LLC | 0.00% | New | 53,590 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +235.8% | 36,215 | $47K |
| State Street Corp. | 0.00% | No change | 33,906 | $44K |
| AlphaGrep UK Ltd | 0.01% | Add +16.4% | 32,508 | $43K |
| Bridgeway Capital Management, LLC | 0.00% | Add +93.2% | 31,100 | $41K |
| Susquehanna International Group, LLP | 0.00% | New | 28,865 | $38K |
| Northern Trust Corp. | 0.00% | Add +34.7% | 23,200 | $30K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 20,928 | $27K |
| Two Sigma Investments, LP | 0.00% | No change | 18,496 | $24K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 15,000 | $21K |
| Dimensional Fund Advisors LP | 0.00% | No change | 14,691 | $19K |
| Cygnus Capital Advisors, LLC | 0.01% | New | 11,958 | $16K |
| Engineers Gate Manager LP | 0.00% | Reduce -79.4% | 11,625 | $15K |
| MAI Capital Management | 0.00% | New | 11,164 | $15K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 3,714 | $5K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 3,412 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +96.2% | 2,986 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +523.9% | 1,435 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 1,500 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 610 | $799 |
| Morgan Stanley | 0.00% | Reduce -7.6% | 606 | $794 |
| NYL Investors LLC | 0.00% | No change | 588 | $770 |
| Bogart Wealth, LLC | 0.00% | New | 431 | $565 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 250 | $328 |
| BNP Paribas Financial Markets | 0.00% | No change | 96 | $126 |
| Group One Trading LLC | 0.00% | No change | 74 | $97 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 50 | $66 |
| SBI Securities Co., Ltd. | 0.00% | New | 25 | $33 |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +60.0% | 16 | $21 |
| Friedenthal Financial | 0.00% | No change | 6 | $13 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $13 |
| IFG Advisory, LLC | 0.00% | New | 2 | $3 |
| TrinityBridge Ltd | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is BATL's weight in each manager's 13F, not the share of Battalion Oil Corp. the manager owns.