Vault-13

INFINITY NAT RES INC INR

COM CL A · Common Stock · CUSIP 456941103

117 institutional holders +17 vs Q3 2025
15,840,84015.8m shares reported held*
$233.4mreported value*
31 new 47 added 25 reduced 15 sold out net sold ≈ $1.7m (-114.3k shares)

* 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

050100150Q1 25: 95Q2 25: 100Q3 25: 100Q4 25: 117117Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 202595
Q2 2025100
Q3 2025100
Q4 2025117

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 25: 67 bought or addedQ2 25: 39 cut or sold outQ2 25Q3 25: 66 bought or addedQ3 25: 36 cut or sold outQ3 25Q4 25: 78 bought or addedQ4 25: 40 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 20256739
Q3 20256636
Q4 20257840

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +508,212+508.2k
AMERIPRISE FINANCIAL INC Added +359,235+359.2k
CIBC Private Wealth Group LLC Added +333,972+334.0k
SILVERCREST ASSET MANAGEMENT GROUP LLC Added +274,582+274.6k
Thomist Capital Management, LP New +202,795+202.8k
Nuveen, LLC Added +148,895+148.9k
FRANKLIN RESOURCES INC Added +137,247+137.2k
BNP PARIBAS FINANCIAL MARKETS Added +127,174+127.2k
Trexquant Investment LP Added +109,454+109.5k
SEI INVESTMENTS CO New +108,612+108.6k

Biggest sellers

Encompass Capital Advisors LLC Sold out -849,113-849.1k
TimesSquare Capital Management, LLC Sold out -824,936-824.9k
Webs Creek Capital Management LP Reduced -815,165-815.2k
HITE Hedge Asset Management LLC Sold out -337,448-337.4k
Atom Investors LP Sold out -221,617-221.6k
ArrowMark Colorado Holdings LLC Reduced -118,946-118.9k
MORGAN STANLEY Reduced -64,430-64.4k
CITADEL ADVISORS LLC Reduced -57,741-57.7k
Manatuck Hill Partners, LLC Sold out -50,000-50.0k
MILLENNIUM MANAGEMENT LLC Reduced -45,092-45.1k

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.

HolderStakeChangeShares Last filed
PEI INR Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 65.5% new 28.9m≈ $367.0m 2025-03-14
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% new 12.9m≈ $163.3m 2026-03-18
NGP XI US Holdings, L.P. 13G · exempt (held before listing) new · filed 2025-03-14 38.7% new 9.6m≈ $122.3m 2025-03-14
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% new 3.5m≈ $44.6m 2026-03-02
WESTWOOD MANAGEMENT CORP /TX 13G · institution +2.5 pts · filed 2025-04-07 13.5% +2.5 pts 2.1m 2025-04-07
FRANKLIN RESOURCES INC 13G · institution +2.5 pts · filed 2026-07-28 12.5% +2.5 pts 2.3m≈ $29.8m 2026-07-28
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.1 pts · filed 2026-08-14 11.4% +1.1 pts 2.1m≈ $27.2m 2026-08-14
CHASE OIL CORP 13G · passive investor new · filed 2026-01-21 11.3% new 2.1m≈ $26.1m 2026-01-21
BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-07-17 7.4% +1.0 pts 1.1m≈ $14.4m 2025-07-17
SILVERCREST ASSET MANAGEMENT GROUP LLC 13G · institution new · filed 2026-08-14 5.5% new 1.0m≈ $13.2m 2026-08-14

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)

BuyingSelling
404Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 4 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25Q3 25: 3 buyingQ3 25: 0 sellingQ4 25: 1 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20254$1.6m0——
Q2 20250—1$46.0k—
Q3 20253$867.4k0——
Q4 20251$111.9k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-12-16 Poole David P Director · By IRA Bought 8,646 $12.94 $111.9k8.6k shares +115%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WESTWOOD HOLDINGS GROUP INC 0.24% of their portfolio DALLAS, TX 2,029,1392.0m $29.9m $29.9m 0.24% Added +96.8k +96,799
2 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,834,5861.8m $27.0m $27.0m 0.01% Added +508.2k +508,212
3 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,299,0911.3m $19.1m $19.1m 0.00% Added +137.2k +137,247
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,200,7521.2m $17.7m $17.7m 0.00% Added +25.5k +25,516
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 866,342866.3k $12.8m $12.8m 0.00% Added +43.2k +43,170
6 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio NEW YORK, NY 773,795773.8k $11.4m $11.4m 0.08% Added +274.6k +274,582
7 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 715,562715.6k $10.5m $10.5m 0.02% Added +334.0k +333,972
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 468,635468.6k $6.9m $6.9m 0.00% Added +359.2k +359,235
9 Yaupon Capital Management LP 0.34% of their portfolio NEW YORK, NY 467,360467.4k $6.9m $6.9m 0.34% Added +94.1k +94,104
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 346,738346.7k $5.1m $5.1m 0.00% Added +4.6k +4,618
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 343,138343.1k $5.1m $5.1m 0.00% Added +56.9k +56,886
12 Webs Creek Capital Management LP 0.83% of their portfolio DALLAS, TX 314,509314.5k $4.6m $4.6m 0.83% Reduced -815.2k -815,165
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 295,552295.6k $4.4m $4.4m 0.00% Reduced -45.1k -45,092
14 CI INVESTMENTS INC. 0.02% of their portfolio TORONTO, Z4 266,459266.5k $3.9m $3.9m 0.02% Added +74.8k +74,812
15 1492 Capital Management LLC 1.46% of their portfolio MILWAUKEE, WI 259,091259.1k $3.8m $3.8m 1.46% Added +13.8k +13,759
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 256,561256.6k $3.8m $3.8m 0.00% Reduced -64.4k -64,430
17 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 248,046248.0k $3.7m $3.7m 0.00% Added +40.4k +40,425
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 236,587236.6k $3.5m $3.5m 0.00% Added +74.6k +74,637
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 229,505229.5k $3.4m $3.4m 0.00% Added +127.2k +127,174
20 Thomist Capital Management, LP 0.84% of their portfolio Houston, TX 202,795202.8k $3.1m $3.1m 0.84% New
21 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 191,175191.2k $2.8m $2.8m 0.03% Added +109.5k +109,454
22 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 182,098182.1k $2.7m $2.7m 0.00% Added +148.9k +148,895
23 RR Advisors, LLC 0.76% of their portfolio DALLAS, TX 165,986166.0k $2.4m $2.4m 0.76% Reduced -14 -14
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 160,058160.1k $2.4m $2.4m 0.00% Added +108.4k +108,426
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 142,371142.4k $2.1m $2.1m 0.00% Reduced -15.6k -15,567
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 134,122134.1k $2.0m $2.0m 0.00% Added +17.6k +17,629
27 ArrowMark Colorado Holdings LLC 0.04% of their portfolio Denver, CO 118,525118.5k $1.7m $1.7m 0.04% Reduced -118.9k -118,946
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 113,023113.0k $1.7m $1.7m 0.00% Reduced -4.3k -4,314
29 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 111,931111.9k $1.6m $1.6m 0.00% Added +90.0k +90,039
30 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 108,612108.6k $1.6m $1.6m 0.00% New
31 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 106,413106.4k $1.6m $1.6m 0.00% Reduced -11.2k -11,225
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 105,506105.5k $1.6m $1.6m 0.00% Reduced -57.7k -57,741
33 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 87,85087.8k $1.3m $1.3m 0.00% Added +16.0k +16,016
34 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 87,50087.5k $1.3m $1.3m 0.00% Added +26.1k +26,100
35 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 84,21484.2k $1.2m $1.2m 0.01% Reduced -41.7k -41,686
36 Ghisallo Capital Management LLC 0.05% of their portfolio BOSTON, MA 75,00075.0k $1.1m $1.1m 0.05% Unchanged
37 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 73,52073.5k $1.1m $1.1m 0.03% Added +53.4k +53,447
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 69,63869.6k $1.0m $1.0m 0.00% Reduced -38.3k -38,328
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,05663.1k $928.8k $928.8k 0.00% Added +15.7k +15,684
40 Boston Partners 0.00% of their portfolio BOSTON, MA 61,16561.2k $901.0k $901.0k 0.00% Reduced -12.9k -12,896
41 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 53,68953.7k $790.8k $790.8k 0.00% New
42 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 53,14153.1k $782.8k $782.8k 0.00% Added +10.6k +10,576
43 Amova Asset Management Americas, Inc. 0.01% of their portfolio New York, NY 53,14153.1k $782.2k $782.2k 0.01% Added +10.6k +10,576
44 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 50,07350.1k $737.6k $737.6k 0.00% Unchanged
45 Burkehill Global Management, LP 0.05% of their portfolio NEW YORK, NY 50,00050.0k $736.5k $736.5k 0.05% Unchanged
46 SEVEN GRAND MANAGERS, LLC 0.06% of their portfolio BRONXVILLE, NY 50,00050.0k $736.5k $736.5k 0.06% Unchanged
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 49,99650.0k $736.4k $736.4k 0.00% Added +5.5k +5,490
48 Black Maple Capital Management LP 0.54% of their portfolio MILWAUKEE, WI 48,92848.9k $720.7k $720.7k 0.54% New
49 LuminArx Capital Management LP 0.68% of their portfolio NEW YORK, NY 48,06348.1k $708.0k $708.0k 0.68% First filing
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 45,75745.8k $674.0k $674.0k 0.00% Added +134 +134
51 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 42,25042.2k $622.3k $622.3k 0.00% Unchanged
52 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 41,60041.6k $612.8k $612.8k 0.00% Reduced -1.4k -1,400
53 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 41,60041.6k $612.8k $612.8k 0.00% Unchanged
54 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 41,43441.4k $610.3k $610.3k 0.01% New
55 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 37,71137.7k $555.5k $555.5k 0.00% New
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,71927.7k $409.0k $409.0k 0.00% Reduced -181 -181
57 PDT Partners, LLC 0.03% of their portfolio New York, NY 27,11727.1k $399.4k $399.4k 0.03% New
58 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,60626.6k $392.2k $392.2k 0.00% New
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,45824.5k $360.3k $360.3k 0.00% Added +2.3k +2,334
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,86018.9k $277.8k $277.8k 0.00% Reduced -1.4k -1,350
61 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 17,27417.3k $254.4k $254.4k 0.00% New
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,24617.2k $254.0k $254.0k 0.00% Added +5.9k +5,891
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,85316.9k $248.2k $248.2k 0.00% Added +2.6k +2,643
64 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,14616.1k $237.8k $237.8k 0.00% New
65 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 14,83614.8k $218.5k $218.5k 0.00% New
66 CONNORS INVESTOR SERVICES INC 0.02% of their portfolio WYOMISSING, PA 13,00013.0k $191.5k $191.5k 0.02% New
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,89312.9k $189.9k $189.9k 0.00% Reduced -136 -136
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,54011.5k $166.3k $166.3k 0.00% New
69 FourThought Financial Partners, LLC 0.01% of their portfolio VENICE, FL 10,52310.5k $155.0k $155.0k 0.01% New
70 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 8,9659.0k $132.0k $132.0k 0.00% New
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 8,0538.1k $119.0k $119.0k 0.00% Added +5.5k +5,519
72 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,9888.0k $117.7k $117.7k 0.00% Unchanged
73 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,1397.1k $105.2k $105.2k 0.00% Added +259 +259
74 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 6,9587.0k $102.5k $102.5k 0.00% Reduced -13.8k -13,770
75 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio SALT LAKE CITY, UT 5,1215.1k $75.4k $75.4k 0.00% New
76 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,7424.7k $69.8k $69.8k 0.00% Unchanged
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,5114.5k $66.4k $66.4k 0.00% Added +367 +367
78 Chung Wu Investment Group, LLC 0.03% of their portfolio SUGAR LAND, TX 2,6002.6k $38.3k $38.3k 0.03% New
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,4052.4k $35.4k $35.4k 0.00% Unchanged
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,5011.5k $22.1k $22.1k 0.00% Added +160 +160
81 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 1,4961.5k $22.0k $22.0k 0.00% New
82 Legal & General Group Plc 0.00% of their portfolio London, X0 1,3921.4k $20.5k $20.5k 0.00% Unchanged
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,3691.4k $20.2k $20.2k 0.00% Reduced -838 -838
84 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,3151.3k $19.4k $19.4k 0.00% New
85 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,2861.3k $18.9k $18.9k 0.00% Unchanged
86 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,1941.2k $17.6k $17.6k 0.00% Added +727 +727
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 963963 $14.2k $14.2k 0.00% Added +853 +853
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 945945 $13.9k $13.9k 0.00% Added +32 +32
89 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 744744 $11.0k $11.0k 0.00% Reduced -133 -133
90 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 682682 $10.0k $10.0k 0.00% Added +560 +560
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 495495 $7.3k $7.3k 0.00% Added +458 +458
92 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 482482 $7.0k $7.0k 0.00% Added +44 +44
93 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 482482 $7.1k $7.1k 0.00% Unchanged
94 FMR LLC 0.00% of their portfolio BOSTON, MA 424424 $6.2k $6.2k 0.00% Reduced -218 -218
95 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 400400 $5.9k $5.9k 0.00% New
96 COMERICA BANK 0.00% of their portfolio DALLAS, TX 342342 $5.0k $5.0k 0.00% Added +331 +331
97 Aster Capital Management (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 332332 $4.9k $4.9k 0.00% Added +291 +291
98 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 240240 $3.5k $3.5k 0.00% Added +200 +200
99 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 192192 $2.8k $2.8k 0.00% Reduced -100 -100
100 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 133133 $2.0k $2.0k 0.00% New