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Northern OIL & GAS, Inc.: which funds bought and sold

Institutions that bought and sold Northern OIL & GAS shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 180 institutions that filed 13F reports for both quarters added to or opened positions in Northern OIL & GAS, and 180 cut or closed them. Together they sold a net 3.9M shares, −3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.9M shares (−21.6%); index fund managers were net buyers of 1.7M shares (+4.3%). 52 opened a new position and 71 sold out entirely.

Bought, Q2 2026 180 institutions, 52 of them new holders Sold, Q2 2026 180 institutions, 71 of them sold out
Net change, all compared −3.9M shares (−3.5%)
Net change, active managers −5.9M shares (−21.6%), 26 bought, 28 sold

Buyers versus sellers

institutions compared, 405
Active managers and hedge funds 26 bought · 28 sold · −5.9M
Index fund managers 10 bought · 2 sold · +1.7M
Other institutions 144 bought · 150 sold · +291K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +1.8M +327.6% 2.3M $41.8M
Encompass Capital Advisors LLC +1.3M New position 1.3M $22.7M
Citadel Advisors LLC Hedge fund +712K New position 712K $12.9M
Barclays PLC +650K +198.5% 977K $17.7M
State Street Corp Index funds +644K +9.8% 7.2M $134M
Victory Capital Management Inc Active manager +600K +122.0% 1.1M $19.8M
Goldman Sachs Group Inc +536K +38.5% 1.9M $35M
Invesco Ltd. +492K +8.9% 6.0M $109M
American Century Companies Inc Active manager +483K +6.1% 8.5M $153M
HRT Financial LP +419K New position 419K $7.6M
Jump Financial, LLC +374K +3036.5% 386K $7M
Dimensional Fund Advisors LP +342K +8.2% 4.5M $81.5M
Blackrock, Inc. Index funds +323K +2.1% 16.0M $291M
Tudor Investment Corp Et Al Hedge fund +318K +137.1% 549K $10M
Vanguard Portfolio Management LLC Index funds +277K +4.2% 6.9M $124M
Geode Capital Management, LLC Index funds +267K +10.9% 2.7M $49.2M
AQR Capital Management LLC Hedge fund +235K +171.0% 373K $6.8M
Holocene Advisors, LP Hedge fund +223K New position 223K $4M
Sir Capital Management, L.P. +210K New position 210K $3.8M
Deprince Race & Zollo Inc Active manager +206K +17.6% 1.4M $25M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −4.9M −76.5% 1.5M $27.2M
Alliancebernstein L.P. Active manager −3.1M −90.7% 319K $9.3M
Westwood Holdings Group Inc Active manager −1.2M Sold out 0 —
Nuveen, LLC −835K −48.1% 900K $16.3M
Morgan Stanley −524K −21.9% 1.9M $34M
UBS Group AG −522K −20.0% 2.1M $38M
Jpmorgan Chase & Co −489K −74.3% 169K $3.1M
Allspring Global Investments Holdings, LLC −467K Sold out 0 —
Palisade Capital Management, LP Active manager −440K −56.5% 338K $6.1M
Denali Advisors LLC −285K Sold out 0 —
HSBC Holdings PLC −274K Sold out 0 —
Voloridge Investment Management, LLC Hedge fund −258K Sold out 0 —
Seven Grand Managers, LLC −250K Sold out 0 —
Portolan Capital Management, LLC −204K Sold out 0 —
Marshall Wace, LLP Hedge fund −204K −73.5% 74K $1.3M
Castleknight Management LP Hedge fund −196K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −187K Sold out 0 —
Caxton Associates LLP Hedge fund −172K Sold out 0 —
Kennedy Capital Management LLC Active manager −134K −14.5% 794K $14.4M
Sei Investments Co −131K −29.1% 319K $5.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Encompass Capital Advisors LLC 1.3M $22.7M
Citadel Advisors LLCHedge fund 712K $12.9M
HRT Financial LP 419K $7.6M
Holocene Advisors, LPHedge fund 223K $4M
Sir Capital Management, L.P. 210K $3.8M
Dark Forest Capital Management LP 167K $3M
Point72 Asset Management, L.P.Hedge fund 108K $2M
Ninepoint Partners LP 100K $1.8M
Ilex Capital Partners (UK) LLP 85K $1.5M
Engineers Gate Manager LPHedge fund 73K $1.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Westwood Holdings Group IncActive manager 1.2M $35.8M
Allspring Global Investments Holdings, LLC 467K $12.9M
Denali Advisors LLC 285K $8.3M
HSBC Holdings PLC 274K $8.1M
Voloridge Investment Management, LLCHedge fund 258K $7.5M
Seven Grand Managers, LLC 250K $7.3M
Portolan Capital Management, LLC 204K $6M
Castleknight Management LPHedge fund 196K $5.7M
D. E. Shaw & Co., Inc.Hedge fund 187K $5.5M
Caxton Associates LLPHedge fund 172K $5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
338
Ten largest holders
55.6%
of 13F-reported shares
Index fund managers
37.9%
of 13F-reported shares
Active managers and hedge funds
19.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 26 28 8 16 −5.9M −21.6%
Index fund managers 10 2 0 0 +1.7M +4.3%
Other institutions 144 150 44 55 +291K +0.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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