Primeenergy Resources Corp (PNRG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares94,474 from 84,927

Change+9,547 (+11%)

Value$18.7M (+$4.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares18,824 from 18,094

Change+730 (+4%)

Value$3.7M (+$697.6K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares8,005 from 8,460

Change-455 (-5%)

Value$1.6M (+$169.1K)

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares5,181 from 1,898

Change+3,283 (+173%)

Value$1.0M (+$706.5K)

Filed 2026-11-06

SummerHaven Investment Management, LLC

INCREASED

Shares5,161 from 4,717

Change+444 (+9%)

Value$1.0M (+$232.1K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares5,147 from 1,310

Change+3,837 (+293%)

Value$1.0M (+$797.9K)

Filed 2026-11-02

Heritage Investors Management Corp

UNCHANGED

Shares4,530 from 4,530

Change0 (0%)

Value$895 (-$755.1K)

Filed 2026-10-29

Strs Ohio

INCREASED

Shares4,000 from 3,700

Change+300 (+8%)

Value$790.0K (+$172.5K)

Filed 2026-10-30

State of Alaska, Department of Revenue

UNCHANGED

Shares3,724 from 3,724

Change0 (0%)

Value$735 (-$620.3K)

Filed 2026-10-15

Brown, Lisle Ings, Inc.

UNCHANGED

Shares1,433 from 1,433

Change0 (0%)

Value$283.0K (+$43.9K)

Filed 2026-10-16

Exchange Traded Concepts, LLC

DECREASED

Shares1,279 from 1,570

Change-291 (-19%)

Value$252.6K (-$9.4K)

Filed 2026-10-28

Safir Wealth Advisors, LLC

UNCHANGED

Shares1,244 from 1,244

Change0 (0%)

Value$245.7K (+$38.1K)

Filed 2026-10-16

Wedbush Securities Inc

NEW

Shares1,155

Change+1,155

Value$228

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares421 from 529

Change-108 (-20%)

Value$83.1K (-$5.1K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares243 from 131

Change+112 (+86%)

Value$48.0K (+$26.1K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares230 from 216

Change+14 (+6%)

Value$45.5K (+$9.5K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares168 from 305

Change-137 (-45%)

Value$33.2K (-$17.7K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares141 from 5

Change+136 (+2720%)

Value$27.8K (+$27.0K)

Filed 2026-11-06

Signaturefd, LLC

NEW

Shares38

Change+38

Value$7.5K

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares37 from 7

Change+30 (+429%)

Value$7.3K (+$6.1K)

Filed 2026-10-08

Allworth Financial LP

NEW

Shares31

Change+31

Value$5.2K

Filed 2026-11-06

Capital Advisors, Ltd. LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$6 (+$1)

Filed 2026-10-27

Fifth Third Bancorp

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$5.5K (+$857)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares22 from 25

Change-3 (-12%)

Value$4.3K (+$173)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares19 from 14

Change+5 (+36%)

Value$3.8K (+$1.4K)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares15 from 11

Change+4 (+36%)

Value$3.0K (+$1.1K)

Filed 2026-10-22

Parallel Advisors, LLC

NEW

Shares12

Change+12

Value$2.4K

Filed 2026-11-03

Fortitude Family Office, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$1.8K (+$276)

Filed 2026-10-14

SJS Investment Consulting Inc.

NEW

Shares8

Change+8

Value$1.6K

Filed 2026-10-26

Harbor Capital Advisors, Inc.

DECREASED

Shares7 from 19

Change-12 (-63%)

Value$1 (-$2)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares5

Change+5

Value$988

Filed 2026-10-21

Nisa Investment Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$790 (+$122)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares3 from 5

Change-2 (-40%)

Value$593 (-$241)

Filed 2026-10-14

Physician Wealth Advisors, Inc.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$593 (+$92)

Filed 2026-10-20

Principal Financial Group Inc

CLOSED

Shares0 from 7,268

Change-7,268 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-02

State of Wyoming

CLOSED

Shares0 from 312

Change-312 (-100%)

Value$0 (-$52.1K)

Filed 2026-10-28

Avion Wealth

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-11-04

Covestor Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 51,353

Change-51,353 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 40,980

Change-40,980 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 37,846

Change-37,846 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 35,257

Change-35,257 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 34,480

Change-34,480 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 19,220

Change-19,220 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 17,905

Change-17,905 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 17,108

Change-17,108 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 15,348

Change-15,348 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 12,797

Change-12,797 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 11,869

Change-11,869 (-100%)

Value—

State Street Corp

N/A

Shares— from 10,312

Change-10,312 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 9,266

Change-9,266 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 9,235

Change-9,235 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8,729

Change-8,729 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 8,605

Change-8,605 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 8,358

Change-8,358 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,148

Change-8,148 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,493

Change-7,493 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 6,719

Change-6,719 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 5,636

Change-5,636 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 5,615

Change-5,615 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 4,663

Change-4,663 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 4,331

Change-4,331 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,032

Change-4,032 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 3,973

Change-3,973 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 3,375

Change-3,375 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,713

Change-2,713 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 2,670

Change-2,670 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,668

Change-2,668 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,604

Change-2,604 (-100%)

Value—

Aviva PLC

N/A

Shares— from 2,262

Change-2,262 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,241

Change-2,241 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,023

Change-2,023 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,018

Change-2,018 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,946

Change-1,946 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,822

Change-1,822 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,483

Change-1,483 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,481

Change-1,481 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 949

Change-949 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 703

Change-703 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 582

Change-582 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 455

Change-455 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 419

Change-419 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 398

Change-398 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 153

Change-153 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 151

Change-151 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 111

Change-111 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 75

Change-75 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 67

Change-67 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 61

Change-61 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 50

Change-50 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 25

Change-25 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 7

Change-7 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	94,474	84,927	+9,547	+11%	$14.2M	$18.7M	+$4.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	18,824	18,094	+730	+4%	$3.0M	$3.7M	+$697.6K	2026-11-06
Bank of New York Mellon Corp	DECREASED	8,005	8,460	-455	-5%	$1.4M	$1.6M	+$169.1K	2026-11-05
Russell Investments Group, Ltd.	INCREASED	5,181	1,898	+3,283	+173%	$316.8K	$1.0M	+$706.5K	2026-11-06
SummerHaven Investment Management, LLC	INCREASED	5,161	4,717	+444	+9%	$787.2K	$1.0M	+$232.1K	2026-10-19
Creative Planning	INCREASED	5,147	1,310	+3,837	+293%	$218.6K	$1.0M	+$797.9K	2026-11-02
Heritage Investors Management Corp	UNCHANGED	4,530	4,530	0	0%	$756.0K	$895	-$755.1K	2026-10-29
Strs Ohio	INCREASED	4,000	3,700	+300	+8%	$617.5K	$790.0K	+$172.5K	2026-10-30
State of Alaska, Department of Revenue	UNCHANGED	3,724	3,724	0	0%	$621.0K	$735	-$620.3K	2026-10-15
Brown, Lisle Ings, Inc.	UNCHANGED	1,433	1,433	0	0%	$239.2K	$283.0K	+$43.9K	2026-10-16
Exchange Traded Concepts, LLC	DECREASED	1,279	1,570	-291	-19%	$262.0K	$252.6K	-$9.4K	2026-10-28
Safir Wealth Advisors, LLC	UNCHANGED	1,244	1,244	0	0%	$207.6K	$245.7K	+$38.1K	2026-10-16
Wedbush Securities Inc	NEW	1,155	—	+1,155	—	—	$228	—	2026-10-22
Deutsche Bank Ag\	DECREASED	421	529	-108	-20%	$88.3K	$83.1K	-$5.1K	2026-11-06
Barclays PLC	INCREASED	243	131	+112	+86%	$21.9K	$48.0K	+$26.1K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	230	216	+14	+6%	$36.1K	$45.5K	+$9.5K	2026-10-08
Citigroup Inc	DECREASED	168	305	-137	-45%	$50.9K	$33.2K	-$17.7K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	141	5	+136	+2720%	$834	$27.8K	+$27.0K	2026-11-06
Signaturefd, LLC	NEW	38	—	+38	—	—	$7.5K	—	2026-10-23
Gamma Investing LLC	INCREASED	37	7	+30	+429%	$1.2K	$7.3K	+$6.1K	2026-10-08
Allworth Financial LP	NEW	31	—	+31	—	—	$5.2K	—	2026-11-06
Capital Advisors, Ltd. LLC	UNCHANGED	31	31	0	0%	$5	$6	+$1	2026-10-27
Fifth Third Bancorp	UNCHANGED	28	28	0	0%	$4.7K	$5.5K	+$857	2026-11-05
IFP Advisors, Inc	DECREASED	22	25	-3	-12%	$4.2K	$4.3K	+$173	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	19	14	+5	+36%	$2.3K	$3.8K	+$1.4K	2026-11-04
Sterling Capital Management LLC	INCREASED	15	11	+4	+36%	$1.8K	$3.0K	+$1.1K	2026-10-22
Parallel Advisors, LLC	NEW	12	—	+12	—	—	$2.4K	—	2026-11-03
Fortitude Family Office, LLC	UNCHANGED	9	9	0	0%	$1.5K	$1.8K	+$276	2026-10-14
SJS Investment Consulting Inc.	NEW	8	—	+8	—	—	$1.6K	—	2026-10-26
Harbor Capital Advisors, Inc.	DECREASED	7	19	-12	-63%	$3	$1	-$2	2026-10-22
Root Financial Partners, LLC	NEW	5	—	+5	—	—	$988	—	2026-10-21
Nisa Investment Advisors, LLC	UNCHANGED	4	4	0	0%	$668	$790	+$122	2026-10-20
Essential Partners LLC	DECREASED	3	5	-2	-40%	$834	$593	-$241	2026-10-14
Physician Wealth Advisors, Inc.	UNCHANGED	3	3	0	0%	$501	$593	+$92	2026-10-20
Principal Financial Group Inc	CLOSED	0	7,268	-7,268	-100%	$1.2M	$0	-$1.2M	2026-11-02
State of Wyoming	CLOSED	0	312	-312	-100%	$52.1K	$0	-$52.1K	2026-10-28
Avion Wealth	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-11-04
Covestor Ltd	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-10-30
BlackRock, Inc.	N/A	—	51,353	-51,353	-100%	$8.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	40,980	-40,980	-100%	$6.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	37,846	-37,846	-100%	$6.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	35,257	-35,257	-100%	$5.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	34,480	-34,480	-100%	$5.8M	—	—	—
First Trust Advisors LP	N/A	—	19,220	-19,220	-100%	$3.2M	—	—	—
JPMorgan Chase & Co	N/A	—	17,905	-17,905	-100%	$3.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	17,108	-17,108	-100%	$2.9M	—	—	—
American Century Companies Inc	N/A	—	15,348	-15,348	-100%	$2.6M	—	—	—
AQR Capital Management LLC	N/A	—	12,797	-12,797	-100%	$2.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	11,869	-11,869	-100%	$2.0M	—	—	—
State Street Corp	N/A	—	10,312	-10,312	-100%	$1.7M	—	—	—
XTX Topco Ltd	N/A	—	9,266	-9,266	-100%	$1.5M	—	—	—
Northern Trust Corp	N/A	—	9,235	-9,235	-100%	$1.5M	—	—	—
UBS Group AG	N/A	—	8,729	-8,729	-100%	$1.5M	—	—	—
Quadrature Capital Ltd	N/A	—	8,605	-8,605	-100%	$1.4M	—	—	—
Millennium Management LLC	N/A	—	8,358	-8,358	-100%	$1.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,148	-8,148	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	7,493	-7,493	-100%	$1.3M	—	—	—
Empowered Funds, LLC	N/A	—	6,719	-6,719	-100%	$1.1M	—	—	—
Pacer Advisors, Inc.	N/A	—	5,636	-5,636	-100%	$941.0K	—	—	—
RBF Capital, LLC	N/A	—	5,615	-5,615	-100%	$937.1K	—	—	—
Victory Capital Management Inc	N/A	—	4,663	-4,663	-100%	$778.2K	—	—	—
Marex Group Ltd	N/A	—	4,331	-4,331	-100%	$722.8K	—	—	—
IFG Advisory, LLC	N/A	—	4,032	-4,032	-100%	$672.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	3,973	-3,973	-100%	$663.1K	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	3,375	-3,375	-100%	$563.3K	—	—	—
FMR LLC	N/A	—	2,713	-2,713	-100%	$452.8K	—	—	—
Alliancebernstein L.P.	N/A	—	2,670	-2,670	-100%	$621.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	2,668	-2,668	-100%	$445.3K	—	—	—
Ameriprise Financial Inc	N/A	—	2,604	-2,604	-100%	$434.6K	—	—	—
Aviva PLC	N/A	—	2,262	-2,262	-100%	$377.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,241	-2,241	-100%	$374.0K	—	—	—
Martingale Asset Management L P	N/A	—	2,102	-2,102	-100%	$350.8K	—	—	—
Two Sigma Investments, LP	N/A	—	2,023	-2,023	-100%	$337.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,018	-2,018	-100%	$336.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,946	-1,946	-100%	$324.8K	—	—	—
Nuveen, LLC	N/A	—	1,822	-1,822	-100%	$304.1K	—	—	—
Morgan Stanley	N/A	—	1,483	-1,483	-100%	$247.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,481	-1,481	-100%	$247.2K	—	—	—
Biondo Investment Advisors, LLC	N/A	—	1,400	-1,400	-100%	$233.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	1,200	-1,200	-100%	$200.3K	—	—	—
New York State Common Retirement Fund	N/A	—	949	-949	-100%	$158.4K	—	—	—
Rhumbline Advisers	N/A	—	703	-703	-100%	$117.3K	—	—	—
Wells Fargo & Company	N/A	—	582	-582	-100%	$97.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	455	-455	-100%	$75.9K	—	—	—
Royal Bank of Canada	N/A	—	419	-419	-100%	$70.0K	—	—	—
Quantbot Technologies LP	N/A	—	398	-398	-100%	$66.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	153	-153	-100%	$26.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	151	-151	-100%	$25.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	111	-111	-100%	$18.5K	—	—	—
Legal & General Group Plc	N/A	—	75	-75	-100%	$12.5K	—	—	—
Smithfield Trust Co	N/A	—	67	-67	-100%	$12	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	61	-61	-100%	$10.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	50	-50	-100%	$8.3K	—	—	—
Arax Advisory Partners	N/A	—	50	-50	-100%	$8.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	26	-26	-100%	$4.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	25	-25	-100%	$4	—	—	—
California State Teachers Retirement System	N/A	—	7	-7	-100%	$1.2K	—	—	—
Rothschild Investment LLC	N/A	—	1	-1	-100%	$167	—	—	—
National Bank of Canada	N/A	—	1	-1	-100%	$166	—	—	—

Showing 99 of 99 institutions