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Battalion Oil Corp (BATL)

CUSIP: 07134L107 | NYSE | Energy · Oil & Gas E&P | Micro Cap | 138 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABrookfield Oaktree Holdings, LLC12,797,15119.4%New 5%+ stakeAug 17, 2026No 13F filer matched
13G/AAlyeska Investment Group, L.P.00.0%No shares heldJun 30, 2026No 13F filer matched
13D/AKingbird Ventures LLC00.0%Fell below 5%Jan 26, 2026No 13F filer matched
13D/ABrookfield Oaktree Holdings, LLC12,797,151
19.4% of class · Aug 17, 2026New 5%+ stake
No 13F filer matched
13G/AAlyeska Investment Group, L.P.0
0.0% of class · Jun 30, 2026No shares held
No 13F filer matched
13D/AKingbird Ventures LLC0
0.0% of class · Jan 26, 2026Fell below 5%
No 13F filer matched

Institutional Holders — Q3 2026

Citigroup Inc37,960
0.0% of portfolio›$39.9K
Dimensional Fund Advisors LP14,691
0.0% of portfolio›$15.5K
B. Riley Wealth Advisors, Inc.13,000
0.0% of portfolio›$13.7K
Planning Strategies Inc.8,722
0.0% of portfolio›$9.2K
Bell Investment Advisors, Inc623
0.0% of portfolio›$655
NYL Investors LLC588
0.0% of portfolio›$617
MassMutual Private Wealth & Trust, FSB250
0.0% of portfolio›$263
Friedenthal Financial6
0.0% of portfolio›$13
TrinityBridge Ltd1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Citigroup Inc
37,960$39.9K0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
14,691$15.5K0.0%IndexLowAustin, TX2026-11-04
B. Riley Wealth Advisors, Inc.
13,000$13.7K0.0%GrowthLowMemphis, TN2026-10-13
Planning Strategies Inc.
8,722$9.2K0.0%ETFN/ALancaster, PA2026-10-02
Bell Investment Advisors, Inc
623$6550.0%ETFVery LowOrinda, CA2026-10-29
NYL Investors LLC
588$6170.0%ETFLowNew York, NY2026-11-03
MassMutual Private Wealth & Trust, FSB
250$2630.0%CoreLowSpringfield, MA2026-10-05
Friedenthal Financial
6$130.0%ETFHighMarlton, NJ2026-10-27
TrinityBridge Ltd
1$00.0%MomentumMediumLondon, United Kingdom2026-10-30