BerryBRY

13F holders, Q2 2025 (June 30)
164holders −20
24new positions
43sold out
8famous investors
$2.78avg. 13F price*

At the end of Q2 2025, 164 institutions reported holding Berry Corp. (BRY) in their 13F filings, down 20 from Q1 2025. 24 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($19.0M), Vanguard Group Inc. ($18.0M) and Dimensional Fund Advisors LP ($10.8M). 8 famous investors held it, including Howard Marks (0.3% of Oaktree Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions24$7.0M
Exits43$14.9M

All 13F filers, Q1 2025 → Q2 2025: 8,908,606 shares bought and 10,314,653 shares sold, net −1,406,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

BlackRock, Inc. 0.00% Add +5.5% 6,859,726 $19.0M
Vanguard Group Inc. 0.00% Reduce -3.1% 6,489,154 $18.0M
Dimensional Fund Advisors LP 0.00% Reduce -3.3% 3,896,021 $10.8M
Oaktree Capital Management 0.26% No change 3,697,000 $10.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.3% 2,698,969 $7.9M
American Century Companies Inc. 0.00% Add +6.8% 2,466,851 $6.8M
Geode Capital Management, LLC 0.00% Add +5.4% 2,313,904 $6.4M
Charles Schwab Investment Management Inc. 0.00% Add +38.3% 2,134,184 $5.9M
Hotchkis & Wiley Capital Management LLC 0.02% New 1,939,140 $5.4M
State Street Corp. 0.00% Reduce -36.4% 1,874,401 $5.2M
Morgan Stanley 0.00% Add +56.1% 1,745,785 $4.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -20.5% 1,637,665 $4.5M
Qube Research & Technologies Ltd 0.01% Add +2.3% 1,546,044 $4.3M
Acadian Asset Management LLC 0.01% Add +28.4% 1,494,451 $4.1M
Citadel Advisors 0.00% Add +8.0% 1,397,671 $3.9M
LSV Asset Management 0.01% Reduce -3.7% 1,315,100 $3.6M
Renaissance Technologies 0.00% Add +35.6% 1,123,165 $3.1M
Bridgeway Capital Management, LLC 0.07% Add +30.8% 1,096,063 $3.0M
AQR Capital Management 0.00% Reduce -22.0% 1,089,257 $3.0M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -22.5% 1,021,938 $2.8M
Marshall Wace, LLP 0.00% Add +276.9% 954,004 $2.6M
Prudential Financial Inc. 0.00% Add +91.6% 819,235 $2.3M
Bank of New York Mellon Corp 0.00% Add +0.2% 735,907 $2.0M
UBS Group AG 0.00% Add +63.4% 676,773 $1.9M
Northern Trust Corp. 0.00% Reduce -6.2% 640,778 $1.8M
Bank of America Corp. 0.00% Add +4.2% 607,949 $1.7M
D. E. Shaw & Co. 0.00% Reduce -38.2% 514,965 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -4.8% 514,545 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -12.8% 469,500 $1.3M
Empowered Funds, LLC 0.01% Add +6.3% 464,963 $1.3M
Two Sigma Investments, LP 0.00% Add +10.3% 458,123 $1.3M
Mackenzie Financial Corp. 0.00% Add +169.8% 424,169 $1.2M
Victory Capital Management Inc. 0.00% Add +10.9% 412,594 $1.1M
Massachusetts Financial Services Co. 0.00% Add +1.3% 391,425 $1.1M
Man Group plc 0.00% Add +34.3% 386,735 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -60.7% 385,607 $1.1M
Millennium Management 0.00% Reduce -26.2% 374,358 $1.0M
Walleye Capital LLC 0.01% Add +145.7% 363,487 $1.0M
JPMorgan Chase & Co. 0.00% Add +24.1% 309,282 $857K
Principal Financial Group Inc. 0.00% Add +42.4% 305,455 $846K
Barclays PLC 0.00% Add +34.0% 296,024 $820K
Numerai GP LLC 0.11% Add +712.4% 285,137 $790K
Goldman Sachs Group Inc. 0.00% Reduce -18.2% 282,977 $784K
Russell Investments Group, Ltd. 0.00% Add +2.5% 274,187 $759K
Invesco Ltd. 0.00% Reduce -15.1% 246,674 $683K
Ameriprise Financial Inc. 0.00% Add +7.9% 234,564 $650K
LPL Financial LLC 0.00% New 218,278 $605K
Nuveen, LLC 0.00% Reduce -16.1% 189,126 $524K
WINTON GROUP Ltd 0.03% Add +348.2% 187,717 $520K
Thrivent Financial for Lutherans 0.00% No change 176,812 $489K
Los Angeles Capital Management LLC 0.00% Add +0.9% 172,240 $477K
Tejara Capital Ltd 0.22% Reduce -45.2% 170,566 $472K
FMR LLC 0.00% Add +47.0% 169,488 $469K
Panagora Asset Management Inc. 0.00% Reduce -0.0% 169,345 $469K
Rhumbline Advisers 0.00% Add +10.7% 168,043 $465K
Squarepoint Ops LLC 0.00% Reduce -44.8% 161,922 $449K
Franklin Resources Inc. 0.00% Add +2.9% 157,429 $436K
Harbor Capital Advisors, Inc. 0.02% Add +10449.5% 152,651 $423K
Engineers Gate Manager LP 0.00% Add +241.0% 141,148 $391K
Graham Capital Management, L.P. 0.01% Reduce -40.0% 139,007 $385K
SummerHaven Investment Management, LLC 0.23% Add +4.8% 126,995 $352K
Nebula Research & Development LLC 0.03% Add +5.8% 116,044 $321K
Sei Investments Co. 0.00% Add +49.5% 114,293 $317K
HSBC Holdings PLC 0.00% Add +137.5% 109,783 $304K
XTX Topco Ltd 0.01% New 108,980 $302K
Algert Global LLC 0.01% Reduce -18.7% 90,390 $250K
Aquatic Capital Management LLC 0.00% Add +213.5% 86,503 $240K
Public Employees Retirement System of Ohio 0.00% Add +3.7% 80,973 $224K
Voya Investment Management LLC 0.00% Add +245.3% 77,858 $216K
Sterling Capital Management LLC 0.00% Add +1.5% 75,970 $210K
Exchange Traded Concepts, LLC 0.00% Reduce -1.6% 73,070 $202K
Ieq Capital, LLC 0.00% Add +157.8% 71,996 $199K
Verition Fund Management LLC 0.00% Reduce -19.9% 67,195 $186K
RBF Capital, LLC 0.01% No change 65,000 $180K
Wells Fargo & Company 0.00% Add +8.0% 59,584 $165K
State of Wyoming 0.02% Reduce -14.8% 57,097 $158K
Amundi 0.00% New 51,619 $158K
Alliancebernstein L.P. 0.00% No change 56,860 $158K
Vanguard Personalized Indexing Management, LLC 0.00% Add +248.0% 56,552 $157K
Tudor Investment Corporation 0.00% Reduce -88.3% 54,340 $151K
Virtus Investment Advisers, LLC 0.05% Add +31.4% 51,988 $144K
Citigroup Inc. 0.00% Reduce -58.9% 46,952 $130K
MetLife Investment Management, LLC 0.00% Add +50.5% 46,205 $128K
Royce & Associates LP 0.00% Add +22.8% 45,692 $127K
Deutsche Bank AG 0.00% Reduce -29.4% 44,498 $123K
Cambria Investment Management, L.P. 0.01% Add +37.2% 44,454 $123K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.2% 42,165 $117K
Osaic Holdings, Inc. 0.00% Add +13.9% 41,724 $116K
New York State Common Retirement Fund 0.00% No change 41,636 $115K
Intech Investment Management LLC 0.00% Reduce -26.0% 41,302 $114K
Prelude Capital Management, LLC 0.01% Reduce -53.5% 38,700 $107K
Cwm, LLC 0.00% Add +121.9% 36,390 $101K
STRS Ohio 0.00% No change 36,200 $100K
T. Rowe Price Associates Inc. 0.00% Add +7.8% 35,210 $98K
Janney Montgomery Scott LLC 0.00% No change 35,000 $97K
Axq Capital, LP 0.03% New 34,392 $95K
Jain Global LLC 0.00% New 33,395 $93K
Manufacturers Life Insurance Company, The 0.00% Add +13.5% 31,745 $88K
HRT Financial LP 0.00% Reduce -51.0% 28,608 $79K
Corient Private Wealth LP 0.00% New 24,605 $68K
State Board of Administration of Florida Retirement System 0.00% No change 21,783 $60K
Kestra Advisory Services, LLC 0.00% New 21,266 $59K
Williams & Novak, LLC 0.05% New 21,110 $58K
O'shaughnessy Asset Management, LLC 0.00% Reduce -93.2% 20,719 $57K
Wealth Enhancement Advisory Services, LLC 0.00% New 18,465 $57K
Meeder Asset Management Inc. 0.00% Add +56.3% 20,402 $57K
PNC Financial Services Group, Inc. 0.00% Add +71.8% 20,385 $56K
US Bancorp \de 0.00% Reduce -9.0% 20,114 $56K
Virtus Advisers, LLC 0.03% Reduce -91.1% 19,856 $55K
Versant Capital Management, Inc 0.01% No change 19,772 $55K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 19,332 $54K
Gotham Asset Management 0.00% Reduce -27.8% 19,159 $53K
Jones Financial Companies LLLP 0.00% Add +1600.0% 17,000 $48K
Nisa Investment Advisors, LLC 0.00% Add +38.8% 16,720 $46K
ProShare Advisors LLC 0.00% Reduce -4.7% 15,801 $44K
Police & Firemen's Retirement System of New Jersey 0.00% No change 15,172 $42K
EMC Capital Management 0.02% Add +10.6% 15,245 $42K
EverSource Wealth Advisors, LLC 0.00% Add +3740.1% 14,861 $41K
EP Wealth Advisors, LLC 0.00% Reduce -49.6% 13,766 $38K
R Squared Ltd 0.02% Reduce -2.3% 13,729 $38K
Cerity Partners LLC 0.00% Reduce -44.4% 12,576 $35K
Group One Trading LLC 0.00% Add +68.8% 12,272 $34K
Gsa Capital Partners LLP 0.00% Reduce -91.7% 11,895 $33K
Mariner, LLC 0.00% New 11,883 $33K
Dynamic Technology Lab Private Ltd 0.00% Reduce -87.6% 10,490 $29K
BridgePort Financial Solutions, LLC 0.01% New 10,338 $29K
Royal Bank of Canada 0.00% Reduce -64.7% 9,836 $27K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.4% 9,666 $27K
Pinnacle Holdings, LLC 0.01% No change 8,455 $23K
Ameritas Investment Partners, Inc. 0.00% No change 7,582 $21K
BNP Paribas Financial Markets 0.00% Reduce -88.0% 7,549 $21K
Brooklyn Investment Group 0.00% New 7,292 $20K
New York State Teachers Retirement System 0.00% No change 7,014 $19K
Legal & General Group Plc 0.00% Reduce -6.6% 6,715 $19K
Nierenberg Investment Management Company, LLC 0.01% No change 5,555 $15K
California State Teachers Retirement System 0.00% No change 5,551 $15K
Comerica Bank 0.00% Reduce -87.7% 3,558 $10K
Amalgamated Bank 0.00% No change 2,808 $8K
SBI Securities Co., Ltd. 0.00% Add +80.9% 2,118 $6K
Raymond James Financial Inc. 0.00% New 2,000 $6K
Caitong International Asset Management Co., Ltd 0.00% Add +249.0% 1,696 $5K
Essential Partners LLC 0.00% — 1,490 $4K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 1,363 $4K
Optiver Holding B.V. 0.00% No change 1,038 $3K
Farther Finance Advisors, LLC 0.00% Add +71.4% 797 $2K
Private Wealth Management Group, LLC 0.00% New 606 $2K
Clearstead Advisors, LLC 0.00% New 487 $1K
Parallel Advisors, LLC 0.00% Reduce -35.4% 481 $1K
NewEdge Advisors, LLC 0.00% No change 478 $1K
Physician Wealth Advisors, Inc. 0.00% New 418 $1K
Rothschild Investment LLC 0.00% Reduce -1.7% 295 $817
Smartleaf Asset Management LLC 0.00% No change 282 $800
MassMutual Private Wealth & Trust, FSB 0.00% Add +281.8% 252 $698
Principal Securities, Inc. 0.00% Add +5.8% 238 $659
Rialto Wealth Management, LLC 0.00% Add +40.0% 210 $582
Allworth Financial LP 0.00% New 208 $577
American Capital Advisory, LLC 0.00% New 202 $561
Parkside Financial Bank & Trust 0.00% New 165 $456
True Wealth Design, LLC 0.00% Reduce -63.1% 48 $133
Carolina Wealth Advisors, LLC 0.00% New 33 $90
Huntington National Bank 0.00% No change 1 $3
CIBC Private Wealth Group LLC 0.00% No change 1 $2
Bessemer Group Inc. 0.00% No change 45 $0
Simplex Trading, LLC 0.00% New 355 $0

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