Who owns BKV (BKV)
Which tracked institutional funds hold BKV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BKV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
69 tracked funds added or opened BKV while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BKV’s largest tracked holder by dollar value, Mountain Capital Management, LLC, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BKV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 164 tracked filers holding BKV, 116 increased or opened the position and 68 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BKV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD CAPITAL MANAGEMENT LLC$42M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15M
- VANGUARD PORTFOLIO MANAGEMENT LLC$11M
- Qube Research & Technologies Ltd$11M
- Vennlight Capital Management, LP$7M
- VANGUARD FIDUCIARY TRUST CO$7M
Full exits 13
- Mountain Capital Management, LLC$142M
- VANGUARD GROUP INC$38M
- JANE STREET GROUP, LLC$4M
- LMR Partners LLP$3M
- Interval Partners, LP$3M
- MOORE CAPITAL MANAGEMENT, LP$3M
Largest adds
- Zimmer Partners, LP$42M
- DME Capital Management, LP$42M
- Yaupon Capital Management LP$38M
- UBS Group AG$19M
- STATE STREET CORP$17M
- Covalis Capital LLP$15M
Largest trims
- JPMORGAN CHASE & CO$9M
- ALLIANCEBERNSTEIN L.P.$4M
- HITE Hedge Asset Management LLC$3M
- Burkehill Global Management, LP$2M
- WELLS FARGO & COMPANY/MN$2M
- Quantbot Technologies LP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DME Capital Management, LP added | 2,695,543 | $77M | 5.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,223,096 | $63M | 4.7% | 2026-Q1 |
| Boston Partners added | 2,207,185 | $63M | 4.7% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC added | 2,103,230 | $60M | 4.5% | 2026-Q1 |
| BlackRock, Inc. added | 2,080,768 | $59M | 4.4% | 2026-Q1 |
| Yaupon Capital Management LP added | 2,040,355 | $58M | 4.3% | 2026-Q1 |
| Zimmer Partners, LP added | 1,946,314 | $56M | 4.1% | 2026-Q1 |
| Merewether Investment Management, LP trimmed | 1,646,773 | $47M | 3.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,468,567 | $42M | 3.1% | 2026-Q1 |
| UBS Group AG added | 1,423,526 | $41M | 3.0% | 2026-Q1 |
| STATE STREET CORP added | 1,374,634 | $39M | 2.9% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,153,767 | $33M | 2.4% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 855,481 | $24M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 837,281 | $24M | 1.8% | 2026-Q1 |
| Aventail Capital Group, LP added | 745,584 | $21M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 743,447 | $21M | 1.6% | 2026-Q1 |
| Walleye Capital LLC added | 659,074 | $19M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 654,129 | $19M | 1.4% | 2026-Q1 |
| Ghisallo Capital Management LLC added | 650,000 | $19M | 1.4% | 2026-Q1 |
| Covalis Capital LLP added | 604,211 | $17M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 544,932 | $16M | 1.2% | 2026-Q1 |
| GeoSphere Capital Management, LLC trimmed | 541,689 | $15M | 1.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 537,174 | $15M | 1.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 517,408 | $15M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 508,163 | $14M | 1.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 433,251 | $12M | 0.9% | 2026-Q1 |
| Corigliano Investment Advisers, LLC added | 413,083 | $12M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 382,896 | $11M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 370,071 | $11M | 0.8% | 2026-Q1 |
| SummitTX Capital, L.P. added | 367,818 | $10M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 366,091 | $10M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 354,005 | $10M | 0.8% | 2026-Q1 |
| Value Aligned Research Advisors, LLC added | 323,051 | $9M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 314,892 | $9M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 278,572 | $8M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 245,647 | $7M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 238,368 | $7M | 0.5% | 2026-Q1 |
| Vennlight Capital Management, LP new | 235,363 | $7M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 232,659 | $7M | 0.5% | 2026-Q1 |
| SAPIENT CAPITAL LLC added | 230,210 | $7M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 229,433 | $7M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 223,285 | $6M | 0.5% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC new | 214,880 | $6M | 0.5% | 2026-Q1 |
| CenterBook Partners LP new | 202,292 | $6M | 0.4% | 2026-Q1 |
| Burkehill Global Management, LP trimmed | 200,000 | $6M | 0.4% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC added | 200,000 | $6M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 160,626 | $5M | 0.3% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 152,493 | $4M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 135,215 | $4M | 0.3% | 2026-Q1 |
| Oxbow Advisors, LLC new | 130,142 | $4M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 120,831 | $3M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 90,226 | $3M | 0.2% | 2026-Q1 |
| Cinctive Capital Management LP trimmed | 84,488 | $2M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 81,053 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 79,337 | $2M | 0.2% | 2026-Q1 |
| Centiva Capital, LP new | 72,020 | $2M | 0.2% | 2026-Q1 |
| Willis Johnson & Associates, Inc. new | 72,015 | $2M | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 70,822 | $2M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 69,511 | $2M | 0.1% | 2026-Q1 |
| Capula Management Ltd new | 68,589 | $2M | 0.1% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 68,356 | $2M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 65,533 | $2M | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd new | 65,432 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 63,581 | $2M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 63,712 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 61,754 | $2M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 59,502 | $2M | 0.1% | 2026-Q1 |
| ELEMENT CAPITAL MANAGEMENT LLC new | 50,461 | $1M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 47,408 | $1M | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 40,388 | $1M | 0.1% | 2026-Q1 |
| SIR Capital Management, L.P. added | 39,200 | $1M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 38,616 | $1M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 36,637 | $1M | 0.1% | 2026-Q1 |
| Numerai GP LLC added | 35,028 | $999K | 0.1% | 2026-Q1 |
| Radnor Capital Management, LLC trimmed | 34,655 | $988K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 33,906 | $967K | 0.1% | 2026-Q1 |
| Swiss National Bank | 32,800 | $935K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 31,743 | $905K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd added | 27,642 | $788K | 0.1% | 2026-Q1 |
| Mountain Capital Management, LLC new | 5,233,957 | $142M | 10.6% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 1,390,329 | $38M | 2.8% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 329,068 | $8M | 0.6% | 2025-Q2 stale |
| Jain Global LLC trimmed | 211,086 | $5M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 160,007 | $4M | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 150,000 | $3M | 0.3% | 2025-Q3 stale |
| Rakuten Investment Management, Inc. added | 23,896 | $3M | 0.2% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 120,911 | $3M | 0.2% | 2025-Q2 stale |
| LMR Partners LLP new | 101,962 | $3M | 0.2% | 2025-Q4 stale |
| Interval Partners, LP added | 100,754 | $3M | 0.2% | 2025-Q4 stale |
| MOORE CAPITAL MANAGEMENT, LP new | 100,000 | $3M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 88,387 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP new | 81,300 | $2M | 0.2% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 82,920 | $2M | 0.1% | 2025-Q2 stale |
| NORGES BANK new | 100,000 | $2M | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 53,899 | $1M | 0.1% | 2025-Q2 stale |
| BLAIR WILLIAM & CO/IL new | 42,345 | $1M | 0.1% | 2025-Q4 stale |
| Diametric Capital, LP new | 29,896 | $812K | 0.1% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 34,590 | $787K | 0.1% | 2025-Q4 stale |
| PDT Partners, LLC new | 36,346 | $763K | 0.1% | 2025-Q1 stale |
| Trexquant Investment LP new | 36,220 | $761K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.