BerryBRY

13F holders, Q1 2025 (March 31)
184holders +1
34new positions
32sold out
8famous investors
$3.21avg. 13F price*

At the end of Q1 2025, 184 institutions reported holding Berry Corp. (BRY) in their 13F filings, up 1 from Q4 2024. 34 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($21.5M), BlackRock, Inc. ($20.9M) and Dimensional Fund Advisors LP ($12.9M). 8 famous investors held it, including Howard Marks (0.3% of Oaktree Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Berry Corp.
CUSIP
08579X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 169Q1 2024Q2 2024: 177Q2 2024Q3 2024: 182Q3 2024Q4 2024: 183Q4 2024Q1 2025: 184Q1 2025Q2 2025: 164Q2 2025Q3 2025: 168Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions34$4.3M
Exits32$9.6M

All 13F filers, Q4 2024 → Q1 2025: 8,197,998 shares bought and 7,783,856 shares sold, net +414,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

Vanguard Group Inc. 0.00% Add +12.0% 6,699,963 $21.5M
BlackRock, Inc. 0.00% Reduce -3.8% 6,503,654 $20.9M
Dimensional Fund Advisors LP 0.00% Reduce -1.3% 4,027,963 $12.9M
Oaktree Capital Management 0.29% No change 3,697,000 $11.9M
State Street Corp. 0.00% Reduce -1.7% 2,948,382 $9.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.8% 2,708,333 $8.6M
American Century Companies Inc. 0.00% Add +9.9% 2,310,008 $7.4M
Geode Capital Management, LLC 0.00% Add +12.4% 2,194,685 $7.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -14.3% 2,058,814 $6.6M
South Dakota Investment Council 0.13% No change 1,958,864 $6.3M
Charles Schwab Investment Management Inc. 0.00% Add +22.5% 1,543,544 $5.0M
Qube Research & Technologies Ltd 0.01% Reduce -13.0% 1,510,699 $4.8M
AQR Capital Management 0.00% Add +46.6% 1,396,710 $4.5M
LSV Asset Management 0.01% Add +10.7% 1,365,600 $4.4M
Jacobs Levy Equity Management, Inc. 0.02% Add +14.9% 1,319,210 $4.2M
Citadel Advisors 0.00% Add +833.7% 1,294,440 $4.2M
Acadian Asset Management LLC 0.01% Add +82.8% 1,164,123 $3.7M
Morgan Stanley 0.00% Add +11.1% 1,118,576 $3.6M
Susquehanna International Group, LLP 0.01% Add +17.5% 981,463 $3.2M
Bridgeway Capital Management, LLC 0.07% Reduce -27.4% 838,026 $2.7M
D. E. Shaw & Co. 0.00% Add +107.2% 832,824 $2.7M
Renaissance Technologies 0.00% Add +108.5% 828,000 $2.7M
Bank of New York Mellon Corp 0.00% Add +41.2% 734,297 $2.4M
Northern Trust Corp. 0.00% Reduce -2.3% 683,253 $2.2M
Bank of America Corp. 0.00% Add +19.0% 583,452 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +12.9% 540,652 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -6.7% 538,200 $1.7M
Millennium Management 0.00% Reduce -43.8% 506,965 $1.6M
Tudor Investment Corporation 0.01% Add +71.9% 462,918 $1.5M
Empowered Funds, LLC 0.02% Add +7.3% 437,626 $1.4M
Prudential Financial Inc. 0.00% Add +50.4% 427,547 $1.4M
Two Sigma Investments, LP 0.00% Reduce -20.7% 415,540 $1.3M
UBS Group AG 0.00% Reduce -66.5% 414,295 $1.3M
Trexquant Investment LP 0.01% Reduce -44.2% 395,119 $1.3M
Massachusetts Financial Services Co. 0.00% Reduce -2.2% 386,589 $1.2M
Victory Capital Management Inc. 0.00% Reduce -30.4% 371,949 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -54.6% 345,895 $1.1M
ExodusPoint Capital Management, LP 0.01% Add +114.2% 334,783 $1.1M
Tejara Capital Ltd 0.49% Add +12.8% 311,049 $998K
O'shaughnessy Asset Management, LLC 0.01% New 305,151 $980K
Squarepoint Ops LLC 0.00% Reduce -27.1% 293,234 $941K
Invesco Ltd. 0.00% Reduce -5.1% 290,517 $933K
Man Group plc 0.00% Reduce -3.6% 287,918 $924K
Cubist Systematic Strategies, LLC 0.01% New 279,603 $898K
Russell Investments Group, Ltd. 0.00% Add +119.5% 267,449 $859K
Marshall Wace, LLP 0.00% Reduce -51.3% 253,141 $813K
JPMorgan Chase & Co. 0.00% Reduce -51.6% 249,188 $800K
Martingale Asset Management L P 0.02% Add +0.1% 234,415 $752K
Graham Capital Management, L.P. 0.03% Add +49.8% 231,499 $743K
Nuveen, LLC 0.00% — 225,502 $724K
Virtus Advisers, LLC 0.48% Add +582.0% 222,934 $716K
Barclays PLC 0.00% Reduce -19.0% 220,991 $709K
Ameriprise Financial Inc. 0.00% Reduce -0.0% 217,343 $698K
Principal Financial Group Inc. 0.00% Add +0.3% 214,442 $688K
Thrivent Financial for Lutherans 0.00% No change 176,812 $568K
Jane Street Group, LLC 0.00% Reduce -8.0% 172,640 $554K
Los Angeles Capital Management LLC 0.00% Reduce -12.1% 170,627 $548K
Panagora Asset Management Inc. 0.00% Reduce -38.3% 169,377 $544K
Petrus Trust Company, LTA 0.05% Reduce -8.1% 159,696 $513K
Mackenzie Financial Corp. 0.00% Add +16.6% 157,228 $505K
Franklin Resources Inc. 0.00% Add +261.2% 152,956 $491K
Rhumbline Advisers 0.00% Add +8.5% 151,809 $487K
Walleye Capital LLC 0.01% New 147,920 $475K
Gsa Capital Partners LLP 0.04% Reduce -51.3% 143,312 $460K
SummerHaven Investment Management, LLC 0.27% Add +2.8% 121,182 $389K
Wedge Capital Management L L P 0.01% Add +14.0% 116,502 $374K
FMR LLC 0.00% Reduce -5.5% 115,301 $370K
Citigroup Inc. 0.00% Reduce -6.5% 114,186 $367K
Algert Global LLC 0.01% Add +20.0% 111,120 $357K
Nebula Research & Development LLC 0.03% Reduce -21.2% 109,714 $352K
Balyasny Asset Management L.P. 0.00% Add +44.6% 106,160 $341K
Rafferty Asset Management, LLC 0.00% Reduce -18.6% 104,322 $335K
State of Tennessee, Department of Treasury 0.00% Add +31.6% 95,159 $305K
Oxford Asset Management LLP 0.13% Reduce -7.4% 87,978 $282K
Dynamic Technology Lab Private Ltd 0.04% Reduce -28.1% 84,539 $272K
Verition Fund Management LLC 0.00% New 83,913 $269K
Prelude Capital Management, LLC 0.03% Add +21.4% 83,300 $267K
Public Employees Retirement System of Ohio 0.00% Reduce -10.3% 78,108 $251K
Sei Investments Co. 0.00% Reduce -6.0% 76,425 $245K
Sterling Capital Management LLC 0.00% Add +4215.7% 74,835 $240K
Exchange Traded Concepts, LLC 0.00% New 74,297 $238K
Campbell & CO Investment Adviser LLC 0.02% Add +48.5% 70,280 $226K
State of Wyoming 0.03% Add +140.3% 67,024 $215K
RBF Capital, LLC 0.01% New 65,000 $209K
Deutsche Bank AG 0.00% Reduce -16.8% 63,050 $202K
BNP Paribas Financial Markets 0.00% Reduce -9.9% 62,903 $202K
Virtu Financial LLC 0.01% New 60,781 $195K
HRT Financial LP 0.00% Reduce -68.0% 58,325 $187K
Alliancebernstein L.P. 0.00% Reduce -11.0% 56,860 $183K
Jump Financial, LLC 0.00% Reduce -63.7% 56,852 $182K
Intech Investment Management LLC 0.00% Add +57.4% 55,821 $179K
Wells Fargo & Company 0.00% Add +0.2% 55,189 $177K
Integrated Quantitative Investments LLC 0.08% Add +0.8% 51,525 $165K
SG Americas Securities, LLC 0.00% Add +16.8% 48,437 $155K
KLP Kapitalforvaltning As 0.00% No change 46,100 $149K
HSBC Holdings PLC 0.00% Reduce -43.0% 46,230 $149K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 45,919 $147K
Centiva Capital, LP 0.01% New 44,800 $144K
WINTON GROUP Ltd 0.01% New 41,881 $134K
New York State Common Retirement Fund 0.00% Reduce -39.7% 41,636 $134K
Engineers Gate Manager LP 0.00% Reduce -66.0% 41,387 $133K
Virtus Investment Advisers, LLC 0.04% Reduce -80.4% 39,551 $127K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 37,528 $120K
Royce & Associates LP 0.00% No change 37,209 $119K
Thomist Capital Management, LP 0.05% New 37,499 $119K
Osaic Holdings, Inc. 0.00% Add +27.7% 36,638 $118K
STRS Ohio 0.00% No change 36,200 $116K
Numerai GP LLC 0.02% New 35,100 $113K
Janney Montgomery Scott LLC 0.00% Reduce -36.4% 35,000 $112K
T. Rowe Price Associates Inc. 0.00% Add +15.9% 32,676 $105K
Cambria Investment Management, L.P. 0.01% Reduce -18.2% 32,396 $104K
Globeflex Capital L P 0.01% New 32,225 $103K
MetLife Investment Management, LLC 0.00% Reduce -13.2% 30,698 $99K
Sherbrooke Park Advisers LLC 0.04% Add +6.2% 29,721 $95K
Comerica Bank 0.00% Reduce -7.2% 28,988 $93K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 27,966 $90K
Ieq Capital, LLC 0.00% Add +8.1% 27,932 $90K
Royal Bank of Canada 0.00% Reduce -26.5% 27,834 $89K
Aquatic Capital Management LLC 0.00% New 27,592 $89K
EP Wealth Advisors, LLC 0.00% Add +50.5% 27,292 $88K
Gotham Asset Management 0.00% Reduce -3.5% 26,524 $85K
Cerity Partners LLC 0.00% New 22,597 $73K
Voya Investment Management LLC 0.00% Reduce -9.2% 22,547 $72K
US Bancorp \de 0.00% New 22,100 $71K
State Board of Administration of Florida Retirement System 0.00% No change 21,783 $70K
Caprock Group, LLC 0.00% Add +21.0% 20,475 $66K
Versant Capital Management, Inc 0.01% No change 19,772 $63K
Cibc World Markets Corp. 0.00% New 16,997 $55K
ProShare Advisors LLC 0.00% Reduce -23.1% 16,583 $53K
Cwm, LLC 0.00% Add +51.1% 16,398 $53K
Vanguard Personalized Indexing Management, LLC 0.00% Add +2.3% 16,251 $52K
Police & Firemen's Retirement System of New Jersey 0.00% No change 15,172 $49K
Creative Planning 0.00% Reduce -88.8% 14,504 $47K
R Squared Ltd 0.05% Add +103.3% 14,050 $45K
Tower Research Capital LLC (TRC) 0.00% Add +244.3% 13,895 $45K
EMC Capital Management 0.03% No change 13,780 $44K
Meeder Asset Management Inc. 0.00% Add +7.8% 13,055 $42K
Nisa Investment Advisors, LLC 0.00% Reduce -0.5% 12,050 $39K
PNC Financial Services Group, Inc. 0.00% Add +130.6% 11,869 $38K
FORA Capital, LLC 0.00% New 11,715 $38K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,687 $34K
GTS Securities LLC 0.00% Reduce -55.2% 10,039 $32K
McIlrath & Eck, LLC 0.00% No change 9,230 $30K
Pinnacle Holdings, LLC 0.01% New 8,455 $27K
Ameritas Investment Partners, Inc. 0.00% No change 7,582 $24K
DekaBank Deutsche Girozentrale 0.00% New 7,771 $24K
Group One Trading LLC 0.00% Reduce -1.1% 7,272 $23K
Legal & General Group Plc 0.00% No change 7,189 $23K
New York State Teachers Retirement System 0.00% New 7,014 $23K
Point72 (DIFC) Ltd 0.00% Reduce -48.0% 6,855 $22K
Nierenberg Investment Management Company, LLC 0.01% New 5,555 $18K
California State Teachers Retirement System 0.00% No change 5,551 $18K
Amalgamated Bank 0.00% No change 2,808 $9K
Coldstream Capital Management Inc. 0.00% New 1,617 $5K
Harbor Capital Advisors, Inc. 0.00% New 1,447 $5K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 1,363 $4K
SBI Securities Co., Ltd. 0.00% Add +136.1% 1,171 $4K
Fortitude Family Office, LLC 0.00% No change 1,101 $4K
Signaturefd, LLC 0.00% Reduce -66.1% 1,086 $3K
Optiver Holding B.V. 0.00% Add +72.7% 1,038 $3K
Jones Financial Companies LLLP 0.00% New 1,000 $3K
Parallel Advisors, LLC 0.00% Reduce -77.7% 745 $2K
Quadrant Capital Group LLC 0.00% Reduce -83.8% 716 $2K
Caitong International Asset Management Co., Ltd 0.00% New 486 $2K
NewEdge Advisors, LLC 0.00% No change 478 $2K
Farther Finance Advisors, LLC 0.00% No change 465 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -19.2% 387 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 367 $1K
Federated Hermes, Inc. 0.00% New 330 $1K
Rothschild Investment LLC 0.00% Add +215.8% 300 $963
Principal Securities, Inc. 0.00% No change 225 $929
Smartleaf Asset Management LLC 0.00% No change 282 $893
Rise Advisors, LLC 0.00% New 241 $774
Private Wealth Asset Management, LLC 0.00% — 184 $591
Summit Securities Group LLC 0.00% New 152 $488
Rialto Wealth Management, LLC 0.00% New 150 $482
True Wealth Design, LLC 0.00% Reduce -61.0% 130 $418
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -37.1% 66 $212
CBIZ Investment Advisory Services, LLC 0.00% No change 2 $6
Huntington National Bank 0.00% No change 1 $3
CIBC Private Wealth Group LLC 0.00% Reduce -99.9% 1 $2
Bessemer Group Inc. 0.00% New 45 $0
Hantz Financial Services, Inc. 0.00% New 50 $0
Avion Wealth 0.00% New 121 $0

"% of holder's portfolio" is BRY's weight in each manager's 13F, not the share of Berry Corp. the manager owns.