BATL Institutional Ownership & Shareholders
BATTALION OIL CORP (BATL) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oaktree Capital Management is currently the largest disclosed institutional shareholder of BATL tracked by InsiderSet, reporting ownership valued at approximately $3.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.26M, representing an estimated loss of -42.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed BATL value among the investors covered in this analysis. Major shareholders include Oaktree Capital Management, Luminus Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in BATTALION OIL CORP (BATL).
This page ranks the largest institutional BATL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$9.01M
Largest Holder
Oaktree Capital Management
Largest Position
$3.94M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oaktree Capital Management | Howard Marks | 0.07% | 3,009,912 | $3,942,984 | $2,257,434 | -$1,685,550 | -42.75% |
| Luminus Management Llc | 0.96% | 1,069,455 | $1,400,986 | $802,091 | -$598,895 | -42.75% | |
| Blackrock, Inc. | 0.00% | 746,048 | $977,323 | $559,536 | -$417,787 | -42.75% | |
| Vanguard Capital Management Llc | 0.00% | 698,754 | $915,368 | $524,066 | -$391,303 | -42.75% | |
| Geode Capital Management, Llc | 0.00% | 489,500 | $514,038 | $367,125 | -$146,913 | -28.58% | |
| Ubs Group Ag | 0.00% | 320,704 | $420,122 | $240,528 | -$179,594 | -42.75% | |
| Utah Retirement Systems | 0.00% | 189,842 | $248,693 | $142,382 | -$106,312 | -42.75% | |
| Vanguard Fiduciary Trust Co | 0.00% | 74,201 | $97,203 | $55,651 | -$41,552 | -42.75% | |
| Virtu Financial Llc | 0.00% | 53,590 | $70,000 | $40,193 | -$29,808 | -42.58% | |
| Osaic Holdings, Inc. | 0.00% | 36,215 | $47,442 | $27,161 | -$20,281 | -42.75% | |
| State Street Corp | 0.00% | 33,906 | $44,417 | $25,430 | -$18,988 | -42.75% | |
| Bridgeway Capital Management, Llc | 0.00% | 31,100 | $40,741 | $23,325 | -$17,416 | -42.75% | |
| Citigroup Inc | 0.00% | 37,960 | $39,858 | $28,470 | -$11,388 | -28.57% | |
| Susquehanna International Group, Llp | 0.00% | 28,865 | $37,813 | $21,649 | -$16,164 | -42.75% | |
| Northern Trust Corp | 0.00% | 23,200 | $30,392 | $17,400 | -$12,992 | -42.75% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 20,928 | $27,416 | $15,696 | -$11,720 | -42.75% | |
| Two Sigma Investments, Lp | 0.00% | 18,496 | $24,230 | $13,872 | -$10,358 | -42.75% | |
| Wealthfront Advisers Llc | 0.00% | 16,943 | $17,790 | $12,707 | -$5,083 | -28.57% | |
| Cygnus Capital Advisors, Llc | 0.01% | 11,958 | $16,000 | $8,969 | -$7,032 | -43.95% | |
| Dimensional Fund Advisors Lp | 0.00% | 14,691 | $15,453 | $11,018 | -$4,435 | -28.70% | |
| Engineers Gate Manager Lp | 0.00% | 11,625 | $15,229 | $8,719 | -$6,510 | -42.75% | |
| R Squared Ltd | 0.01% | 14,102 | $14,807 | $10,577 | -$4,231 | -28.57% | |
| Mai Capital Management | 0.00% | 11,164 | $14,625 | $8,373 | -$6,252 | -42.75% | |
| B. Riley Wealth Advisors, Inc. | 0.00% | 13,000 | $13,650 | $9,750 | -$3,900 | -28.57% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,714 | $4,865 | $2,786 | -$2,080 | -42.74% | |
| Royal Bank Of Canada | 0.00% | 3,412 | $4,000 | $2,559 | -$1,441 | -36.02% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,986 | $3,912 | $2,240 | -$1,673 | -42.75% | |
| Jpmorgan Chase & Co | 0.00% | 1,435 | $2,038 | $1,076 | -$962 | -47.19% | |
| Truvestments Capital Llc | 0.00% | 1,500 | $1,965 | $1,125 | -$840 | -42.75% | |
| Morgan Stanley | 0.00% | 606 | $794 | $455 | -$340 | -42.76% | |
| Bell Investment Advisors, Inc | 0.00% | 623 | $655 | $467 | -$188 | -28.66% | |
| Nyl Investors Llc | 0.00% | 588 | $617 | $441 | -$176 | -28.53% | |
| Bogart Wealth, Llc | 0.00% | 431 | $565 | $323 | -$242 | -42.79% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 250 | $263 | $188 | -$76 | -28.71% | |
| Bnp Paribas Financial Markets | 0.00% | 96 | $126 | $72 | -$54 | -42.86% | |
| Group One Trading Llc | 0.00% | 74 | $97 | $56 | -$42 | -42.78% | |
| Vsm Wealth Advisory, Llc | 0.00% | 50 | $66 | $38 | -$29 | -43.18% | |
| Kerr Financial Planning Corp | 0.00% | 16 | $21 | $12 | -$9 | -42.86% | |
| Friedenthal Financial | 0.00% | 6 | $13 | $5 | -$9 | -65.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10 | $13 | $8 | -$6 | -42.31% | |
| Ifg Advisory, Llc | 0.00% | 2 | $2 | $2 | -$1 | -25.00% |
Frequently asked questions about BATL
Who are the largest institutional holders of BATL?
The largest institutional holders of BATL reported in the latest SEC Form 13F filings include Oaktree Capital Management, Luminus Management Llc, Blackrock, Inc., Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported BATL position.
What is BATL institutional ownership?
This page tracks BATL positions reported by institutional investment managers through SEC Form 13F. BATTALION OIL CORP (BATL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BATL?
InsiderSet currently tracks 41 institutional managers reporting BATL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BATL shareholders.
How much BATL stock do institutions own?
Institutional investment managers disclosed approximately $9.01M in BATL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BATL institutional ownership last updated?
The latest BATL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BATL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BATL position after the reporting date.
Are institutions buying or selling BATL?
Institutional buying and selling can be analyzed by comparing BATL positions across consecutive 13F reporting periods. InsiderSet's BATL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BATL ownership changes.
How has BATL institutional ownership changed over time?
InsiderSet tracks BATL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.