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-Q2 13F filings (latest filed 2026-09-22). 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
54 tracked funds added or opened BKV while 45 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, DME Capital Management, LP, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp 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 2026-Q1 and 2026-Q2, across 154 tracked filers holding BKV, 111 increased or opened the position and 78 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 13
- FRANKLIN RESOURCES INC$9M
- PEREGRINE CAPITAL MANAGEMENT LLC$7M
- WEXFORD CAPITAL LP$5M
- LMR Partners LLP$3M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2M
- MOORE CAPITAL MANAGEMENT, LP$2M
Full exits 23
- COOPER CREEK PARTNERS MANAGEMENT LLC$60M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15M
- Corigliano Investment Advisers, LLC$12M
- Qube Research & Technologies Ltd$11M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$7M
- Philadelphia Financial Management of San Francisco, LLC$6M
Largest adds
- FMR LLC$50M
- CITADEL ADVISORS LLC$35M
- Covalis Capital LLP$21M
- Yaupon Capital Management LP$18M
- DIMENSIONAL FUND ADVISORS LP$17M
- Aventail Capital Group, LP$16M
Largest trims
- UBS Group AG$26M
- Walleye Capital LLC$13M
- Ghisallo Capital Management LLC$10M
- GOLDMAN SACHS GROUP INC$10M
- Zimmer Partners, LP$10M
- Nuveen, LLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DME Capital Management, LP added | 3,095,173 | $85M | 7.3% | 2026-Q2 |
| Yaupon Capital Management LP added | 2,768,719 | $76M | 6.5% | 2026-Q2 |
| BlackRock, Inc. added | 2,713,477 | $74M | 6.4% | 2026-Q2 |
| Boston Partners added | 2,552,101 | $70M | 6.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,959,187 | $54M | 4.6% | 2026-Q2 |
| FMR LLC added | 1,844,033 | $50M | 4.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,800,958 | $49M | 4.2% | 2026-Q2 |
| STATE STREET CORP added | 1,763,029 | $48M | 4.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,682,242 | $46M | 3.9% | 2026-Q2 |
| Merewether Investment Management, LP added | 1,673,695 | $46M | 3.9% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 1,673,167 | $46M | 3.9% | 2026-Q2 |
| Covalis Capital LLP added | 1,414,178 | $39M | 3.3% | 2026-Q2 |
| Aventail Capital Group, LP added | 1,343,790 | $37M | 3.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,305,648 | $36M | 3.1% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,194,790 | $33M | 2.8% | 2026-Q2 |
| HITE Hedge Asset Management LLC added | 905,541 | $25M | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 873,304 | $24M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 704,707 | $19M | 1.7% | 2026-Q2 |
| Value Aligned Research Advisors, LLC added | 679,899 | $19M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 591,282 | $16M | 1.4% | 2026-Q2 |
| GeoSphere Capital Management, LLC added | 581,689 | $16M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 557,786 | $15M | 1.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 557,356 | $15M | 1.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 543,609 | $15M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 520,593 | $14M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 436,111 | $12M | 1.0% | 2026-Q2 |
| SummitTX Capital, L.P. added | 374,321 | $10M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 332,091 | $9M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 324,539 | $9M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 306,454 | $8M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 302,782 | $8M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 301,461 | $8M | 0.7% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 300,000 | $8M | 0.7% | 2026-Q2 |
| Vennlight Capital Management, LP added | 293,382 | $8M | 0.7% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 264,467 | $7M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 259,137 | $7M | 0.6% | 2026-Q2 |
| SAPIENT CAPITAL LLC trimmed | 226,441 | $6M | 0.5% | 2026-Q2 |
| Walleye Capital LLC trimmed | 204,001 | $6M | 0.5% | 2026-Q2 |
| Burkehill Global Management, LP | 200,000 | $5M | 0.5% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 170,849 | $5M | 0.4% | 2026-Q2 |
| WEXFORD CAPITAL LP new | 168,525 | $5M | 0.4% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 163,961 | $4M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 154,129 | $4M | 0.4% | 2026-Q2 |
| CenterBook Partners LP trimmed | 141,413 | $4M | 0.3% | 2026-Q2 |
| Ripple Effect Asset Management LP added | 135,352 | $4M | 0.3% | 2026-Q2 |
| Oxbow Advisors, LLC added | 135,258 | $4M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 127,873 | $3M | 0.3% | 2026-Q2 |
| LMR Partners LLP added | 126,198 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 122,369 | $3M | 0.3% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 104,139 | $3M | 0.2% | 2026-Q2 |
| Cinctive Capital Management LP added | 98,177 | $3M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 85,155 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 76,800 | $2M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 73,126 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 65,678 | $2M | 0.2% | 2026-Q2 |
| Centiva Capital, LP trimmed | 65,417 | $2M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 53,888 | $1M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 52,068 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 51,446 | $1M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 49,753 | $1M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 49,753 | $1M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 47,084 | $1M | 0.1% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC trimmed | 46,912 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 43,519 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 42,406 | $1M | 0.1% | 2026-Q2 |
| SIR Capital Management, L.P. added | 41,500 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 39,798 | $1M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 36,290 | $993K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 35,000 | $998K | 0.1% | 2026-Q2 |
| Radnor Capital Management, LLC | 34,655 | $948K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 33,691 | $922K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 33,208 | $909K | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC new | 33,145 | $907K | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC added | 32,650 | $893K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 30,509 | $835K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 30,084 | $823K | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 27,934 | $764K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 27,153 | $743K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 27,105 | $742K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 27,013 | $740K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 24,978 | $683K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 24,205 | $662K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,465 | $615K | 0.1% | 2026-Q2 |
| Interval Partners, LP trimmed | 21,224 | $581K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 19,274 | $527K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 18,881 | $517K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 17,898 | $490K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 17,788 | $487K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 17,519 | $479K | 0.0% | 2026-Q2 |
| Numerai GP LLC trimmed | 16,803 | $460K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 16,300 | $446K | 0.0% | 2026-Q2 |
| Blackstone Inc. | 15,981 | $437K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 14,950 | $409K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 13,456 | $368K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 12,700 | $347K | 0.0% | 2026-Q2 |
| ARIZONA STATE RETIREMENT SYSTEM new | 10,564 | $289K | 0.0% | 2026-Q2 |
| PEAK6 LLC new | 9,882 | $270K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 9,852 | $270K | 0.0% | 2026-Q2 |
| Creative Planning new | 9,793 | $268K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 9,575 | $262K | 0.0% | 2026-Q2 |
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.