Who owns Northern Oil and Gas (NOG)
Which tracked institutional funds hold NOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NOG 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
The tracked-fund tape on NOG is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 160 trimmed or exited — on balance reducing.
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
NOG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NOG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NOG 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 319 tracked filers holding NOG, 173 increased or opened the position and 194 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 NOG 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 16
- Encompass Capital Advisors LLC$23M
- ABSOLUTE INVESTMENT ADVISERS, LLC$14M
- Holocene Advisors, LP$4M
- SIR Capital Management, L.P.$4M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- Point72 Asset Management, L.P.$2M
Full exits 42
- WESTWOOD HOLDINGS GROUP INC$36M
- Allspring Global Investments Holdings, LLC$13M
- LORD, ABBETT & CO. LLC$9M
- DENALI ADVISORS LLC$8M
- HSBC HOLDINGS PLC$8M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$8M
Largest adds
- MILLENNIUM MANAGEMENT LLC$26M
- BARCLAYS PLC$8M
- Jump Financial, LLC$7M
- CITADEL ADVISORS LLC$6M
- VICTORY CAPITAL MANAGEMENT INC$5M
- TUDOR INVESTMENT CORP ET AL$3M
Largest trims
- FMR LLC$155M
- AMERICAN CENTURY COMPANIES INC$80M
- VANGUARD PORTFOLIO MANAGEMENT LLC$68M
- ALLIANCEBERNSTEIN L.P.$64M
- STATE STREET CORP$61M
- VANGUARD CAPITAL MANAGEMENT LLC$48M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,041,709 | $291M | 15.2% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 14,500,000 | $14M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 8,457,296 | $153M | 8.0% | 2026-Q2 |
| STATE STREET CORP added | 7,183,786 | $134M | 7.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,858,909 | $124M | 6.5% | 2026-Q2 |
| Invesco Ltd. added | 6,005,719 | $109M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,583,855 | $83M | 4.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,487,842 | $81M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,710,135 | $49M | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,301,454 | $42M | 2.2% | 2026-Q2 |
| UBS Group AG trimmed | 2,092,574 | $38M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,930,360 | $35M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,873,765 | $34M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,849,231 | $34M | 1.8% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 1,533,460 | $28M | 1.5% | 2026-Q2 |
| FMR LLC trimmed | 1,500,013 | $27M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,474,859 | $27M | 1.4% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC added | 1,375,011 | $25M | 1.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,308,703 | $24M | 1.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,251,573 | $23M | 1.2% | 2026-Q2 |
| Encompass Capital Advisors LLC new | 1,250,000 | $23M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,141,243 | $21M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,091,890 | $20M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,030,883 | $19M | 1.0% | 2026-Q2 |
| BARCLAYS PLC added | 977,058 | $18M | 0.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 900,107 | $16M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 850,565 | $15M | 0.8% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 823,221 | $15M | 0.8% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 804,530 | $15M | 0.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 794,387 | $14M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 762,315 | $14M | 0.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 730,500 | $13M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 711,633 | $13M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 693,649 | $13M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 689,294 | $13M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 615,205 | $11M | 0.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 588,692 | $11M | 0.6% | 2026-Q2 |
| Requisite Capital Management, LLC | 565,547 | $11M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 556,289 | $10M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 549,259 | $10M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 505,317 | $9M | 0.5% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 497,627 | $9M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 473,793 | $9M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 468,206 | $8M | 0.4% | 2026-Q2 |
| Penn Capital Management Company, LLC trimmed | 462,547 | $8M | 0.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 455,651 | $8M | 0.4% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 450,593 | $8M | 0.4% | 2026-Q2 |
| MetLife Investment Management, LLC added | 425,236 | $8M | 0.4% | 2026-Q2 |
| Jump Financial, LLC added | 386,100 | $7M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 372,871 | $7M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 359,214 | $7M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 338,391 | $6M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 319,812 | $6M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 319,331 | $6M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 319,034 | $9M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 297,930 | $5M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 296,151 | $5M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 293,483 | $5M | 0.3% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 274,831 | $5M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 265,289 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 254,153 | $5M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 239,527 | $4M | 0.2% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 223,890 | $4M | 0.2% | 2026-Q2 |
| Cutler Capital Management, LLC added | 223,884 | $4M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 222,716 | $4M | 0.2% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 218,516 | $4M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 210,592 | $4M | 0.2% | 2026-Q2 |
| SIR Capital Management, L.P. new | 210,200 | $4M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 204,593 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 201,600 | $4M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 192,538 | $3M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 192,422 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 168,941 | $3M | 0.2% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 166,768 | $3M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 165,237 | $3M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 153,408 | $3M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 150,221 | $3M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp | 140,600 | $3M | 0.1% | 2026-Q2 |
| Boston Partners added | 140,382 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 137,633 | $2M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 137,052 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 128,949 | $2M | 0.1% | 2026-Q2 |
| Collar Capital Management, LLC trimmed | 128,238 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 116,570 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 108,590 | $2M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 108,021 | $2M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 107,929 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 107,754 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 107,111 | $2M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 103,275 | $3M | 0.2% | 2026-Q2 |
| EFG International AG trimmed | 101,507 | $2M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 100,000 | $2M | 0.1% | 2026-Q2 |
| Ninepoint Partners LP trimmed | 100,000 | $2M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 98,316 | $2M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 88,001 | $2M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 87,152 | $2M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 85,194 | $2M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 82,063 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 80,449 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 80,111 | $1M | 0.1% | 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.