INFINITY NAT RES INC INR
COM CL A · Common Stock · CUSIP 456941103
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersMorgantown, WV
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.74.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 95 |
| Q2 2025 | 100 |
| Q3 2025 | 100 |
| Q4 2025 | 117 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 67 | 39 |
| Q3 2025 | 66 | 36 |
| Q4 2025 | 78 | 40 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +508.2k |
| AMERIPRISE FINANCIAL INC | Added | +359.2k |
| CIBC Private Wealth Group LLC | Added | +334.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Added | +274.6k |
| Thomist Capital Management, LP | New | +202.8k |
| Nuveen, LLC | Added | +148.9k |
| FRANKLIN RESOURCES INC | Added | +137.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +127.2k |
| Trexquant Investment LP | Added | +109.5k |
| SEI INVESTMENTS CO | New | +108.6k |
Biggest sellers
| Encompass Capital Advisors LLC | Sold out | -849.1k |
| TimesSquare Capital Management, LLC | Sold out | -824.9k |
| Webs Creek Capital Management LP | Reduced | -815.2k |
| HITE Hedge Asset Management LLC | Sold out | -337.4k |
| Atom Investors LP | Sold out | -221.6k |
| ArrowMark Colorado Holdings LLC | Reduced | -118.9k |
| MORGAN STANLEY | Reduced | -64.4k |
| CITADEL ADVISORS LLC | Reduced | -57.7k |
| Manatuck Hill Partners, LLC | Sold out | -50.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -45.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PEI INR Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 | 65.5% |
INR (II) Investments, LLC
13D · may seek influence
new · filed 2026-03-18
Stated purposeThe information in Item 6 of this Schedule 13D is incorporated herein by reference. The Reporting Persons intend to review their investment in the Issuer on an ongoing basis and, in the course of their review, may take actions (including through their affiliates) with respect to their investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other security-holders of the Issuer, or other third parties from time to time, and taking steps to explore, prepare for or implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical and/or industry advisors, to assist in any review, evaluating strategic alternatives as they may become available and entering … Full filing |
41.4% |
| NGP XI US Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 | 38.7% |
Etineles Holdings V, LLC
13D · may seek influence
new · filed 2026-03-02
Stated purposeThe information in Item 6 of this Schedule 13D is incorporated herein by reference. The Reporting Persons intend to review their investment in the Issuer on an ongoing basis and, in the course of their review, may take actions (including through their affiliates) with respect to their investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other security-holders of the Issuer, or other third parties from time to time, and taking steps to explore, prepare for or implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical and/or industry advisors, to assist in any review, evaluating strategic alternatives as they may become available and entering … Full filing |
16.2% |
| WESTWOOD MANAGEMENT CORP /TX 13G · institution +2.5 pts · filed 2025-04-07 | 13.5% |
| FRANKLIN RESOURCES INC 13G · institution +2.5 pts · filed 2026-07-28 | 12.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.1 pts · filed 2026-08-14 | 11.4% |
| CHASE OIL CORP 13G · passive investor new · filed 2026-01-21 | 11.3% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-07-17 | 7.4% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 13G · institution new · filed 2026-08-14 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Encompass Capital Advisors LLC (0.0%, 2026-02-17), Webs Creek Capital Management LP (2.0%, 2026-02-12), CIBC Private Wealth Group LLC (—, 2026-02-02)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 4 | $1.6m | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $46.0k | — |
| Q3 2025 | 3 | $867.4k | 0 | — | — |
| Q4 2025 | 1 | $111.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-16 | Poole David P Director · By IRA | Bought | $111.9k8.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC 0.24% of their portfolio | 2.0m $29.9m | Added +96.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.8m $27.0m | Added +508.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.3m $19.1m | Added +137.2k |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $17.7m | Added +25.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 866.3k $12.8m | Added +43.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 773.8k $11.4m | Added +274.6k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 715.6k $10.5m | Added +334.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 468.6k $6.9m | Added +359.2k |
| Yaupon Capital Management LP 0.34% of their portfolio | 467.4k $6.9m | Added +94.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 346.7k $5.1m | Added +4.6k |
| STATE STREET CORP 0.00% of their portfolio | 343.1k $5.1m | Added +56.9k |
| Webs Creek Capital Management LP 0.83% of their portfolio | 314.5k $4.6m | Reduced -815.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 295.6k $4.4m | Reduced -45.1k |
| CI INVESTMENTS INC. 0.02% of their portfolio | 266.5k $3.9m | Added +74.8k |
| 1492 Capital Management LLC 1.46% of their portfolio | 259.1k $3.8m | Added +13.8k |
| MORGAN STANLEY 0.00% of their portfolio | 256.6k $3.8m | Reduced -64.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 248.0k $3.7m | Added +40.4k |
| UBS Group AG 0.00% of their portfolio | 236.6k $3.5m | Added +74.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 229.5k $3.4m | Added +127.2k |
| Thomist Capital Management, LP 0.84% of their portfolio | 202.8k $3.1m | New |
| Trexquant Investment LP 0.03% of their portfolio | 191.2k $2.8m | Added +109.5k |
| Nuveen, LLC 0.00% of their portfolio | 182.1k $2.7m | Added +148.9k |
| RR Advisors, LLC 0.76% of their portfolio | 166.0k $2.4m | Reduced -14 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 160.1k $2.4m | Added +108.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 142.4k $2.1m | Reduced -15.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 134.1k $2.0m | Added +17.6k |
| ArrowMark Colorado Holdings LLC 0.04% of their portfolio | 118.5k $1.7m | Reduced -118.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 113.0k $1.7m | Reduced -4.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 111.9k $1.6m | Added +90.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 108.6k $1.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 106.4k $1.6m | Reduced -11.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 105.5k $1.6m | Reduced -57.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 87.8k $1.3m | Added +16.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 87.5k $1.3m | Added +26.1k |
| Walleye Capital LLC 0.01% of their portfolio | 84.2k $1.2m | Reduced -41.7k |
| Ghisallo Capital Management LLC 0.05% of their portfolio | 75.0k $1.1m | Unchanged |
| XTX Topco Ltd 0.03% of their portfolio | 73.5k $1.1m | Added +53.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 69.6k $1.0m | Reduced -38.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 63.1k $928.8k | Added +15.7k |
| Boston Partners 0.00% of their portfolio | 61.2k $901.0k | Reduced -12.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 53.7k $790.8k | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 53.1k $782.8k | Added +10.6k |
| Amova Asset Management Americas, Inc. 0.01% of their portfolio | 53.1k $782.2k | Added +10.6k |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 50.1k $737.6k | Unchanged |
| Burkehill Global Management, LP 0.05% of their portfolio | 50.0k $736.5k | Unchanged |
| SEVEN GRAND MANAGERS, LLC 0.06% of their portfolio | 50.0k $736.5k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 50.0k $736.4k | Added +5.5k |
| Black Maple Capital Management LP 0.54% of their portfolio | 48.9k $720.7k | New |
| LuminArx Capital Management LP 0.68% of their portfolio | 48.1k $708.0k | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 45.8k $674.0k | Added +134 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 42.2k $622.3k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 41.6k $612.8k | Reduced -1.4k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 41.6k $612.8k | Unchanged |
| Bleakley Financial Group, LLC 0.01% of their portfolio | 41.4k $610.3k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 37.7k $555.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.7k $409.0k | Reduced -181 |
| PDT Partners, LLC 0.03% of their portfolio | 27.1k $399.4k | New |
| Mariner, LLC 0.00% of their portfolio | 26.6k $392.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 24.5k $360.3k | Added +2.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.9k $277.8k | Reduced -1.4k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 17.3k $254.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 17.2k $254.0k | Added +5.9k |
| Invesco Ltd. 0.00% of their portfolio | 16.9k $248.2k | Added +2.6k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 16.1k $237.8k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 14.8k $218.5k | New |
| CONNORS INVESTOR SERVICES INC 0.02% of their portfolio | 13.0k $191.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 12.9k $189.9k | Reduced -136 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.5k $166.3k | New |
| FourThought Financial Partners, LLC 0.01% of their portfolio | 10.5k $155.0k | New |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 9.0k $132.0k | New |
| CWM, LLC 0.00% of their portfolio | 8.1k $119.0k | Added +5.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.0k $117.7k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.1k $105.2k | Added +259 |
| Quantbot Technologies LP 0.00% of their portfolio | 7.0k $102.5k | Reduced -13.8k |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio | 5.1k $75.4k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.7k $69.8k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.5k $66.4k | Added +367 |
| Chung Wu Investment Group, LLC 0.03% of their portfolio | 2.6k $38.3k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.4k $35.4k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 1.5k $22.1k | Added +160 |
| Versant Capital Management, Inc 0.00% of their portfolio | 1.5k $22.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.4k $20.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.4k $20.2k | Reduced -838 |
| Larson Financial Group LLC 0.00% of their portfolio | 1.3k $19.4k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.3k $18.9k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 1.2k $17.6k | Added +727 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 963 $14.2k | Added +853 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 945 $13.9k | Added +32 |
| Sterling Capital Management LLC 0.00% of their portfolio | 744 $11.0k | Reduced -133 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 682 $10.0k | Added +560 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 495 $7.3k | Added +458 |
| AMALGAMATED BANK 0.00% of their portfolio | 482 $7.0k | Added +44 |
| RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 482 $7.1k | Unchanged |
| FMR LLC 0.00% of their portfolio | 424 $6.2k | Reduced -218 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 400 $5.9k | New |
| COMERICA BANK 0.00% of their portfolio | 342 $5.0k | Added +331 |
| Aster Capital Management (DIFC) Ltd 0.00% of their portfolio | 332 $4.9k | Added +291 |
| Essential Partners LLC 0.00% of their portfolio | 240 $3.5k | Added +200 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 192 $2.8k | Reduced -100 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 133 $2.0k | New |