Vault-13

MACH NATURAL RESOURCES LP MNR

COM UNIT LTD PAR · Ltd Part · CUSIP 55445L100

57 institutional holders +6 vs Q1 2025
13,072,18413.1m shares reported held*
$189.2mreported value*
16 new 17 added 16 reduced 10 sold out net sold ≈ $29.2m (-2.0m 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. Holder counts are more reliable. Implied quarter-end price ≈ $14.47.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 29Q1 24: 32Q2 24: 35Q3 24: 46Q4 24: 44Q1 25: 51Q2 25: 5757Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202329
Q1 202432
Q2 202435
Q3 202446
Q4 202444
Q1 202551
Q2 202557

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 21 bought or addedQ1 24: 10 cut or sold outQ1 24Q2 24: 17 bought or addedQ2 24: 13 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 19 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 11 cut or sold outQ1 25Q2 25: 33 bought or addedQ2 25: 26 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242110
Q2 20241713
Q3 2024357
Q4 20241922
Q1 20253411
Q2 20253326

Biggest buyers

FIRST TRUST ADVISORS LP New +528,371+528.4k
ING GROEP NV Added +422,000+422.0k
COOPER CREEK PARTNERS MANAGEMENT LLC New +241,513+241.5k
FRANKLIN RESOURCES INC Added +209,993+210.0k
JANE STREET GROUP, LLC New +133,744+133.7k
AMERICAN CENTURY COMPANIES INC Added +100,574+100.6k
GSA CAPITAL PARTNERS LLP Added +61,697+61.7k
Rockefeller Capital Management L.P. Added +30,610+30.6k
Boston Partners New +13,412+13.4k
Virtu Financial LLC New +13,266+13.3k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -954,549-954.5k
BANK OF AMERICA CORP /DE/ Reduced -521,603-521.6k
MORGAN STANLEY Reduced -458,330-458.3k
FMR LLC Sold out -409,997-410.0k
KIM, LLC Sold out -396,400-396.4k
UBS Group AG Reduced -329,637-329.6k
SEI INVESTMENTS CO Sold out -321,859-321.9k
JPMORGAN CHASE & CO Sold out -111,867-111.9k
STEPHENS INC /AR/ Reduced -105,440-105.4k
STIFEL FINANCIAL CORP Reduced -63,463-63.5k

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
BCE-Mach Aggregator LLC 13D · may seek influence +0.4 pts · filed 2025-06-17
Stated purposePrior to the closing of the Issuer's initial public offering (the "IPO"), the Reporting Persons acquired 68,226,633 Common Units in exchange for equity securities of the predecessor of the Issuer. In connection with the IPO, the following agreements were entered into governing certain rights of the Reporting Persons: (i) the Amended and Restated Agreement of Limited Partnership of Mach Natural Resources LP, which among other things, provided the Reporting Persons (i) customary registration rights and (ii) through its controlling interest in the Issuer's general partner, certain governance rights; and (ii) the Amended and Restated Limited Liability Company Agreement of Mach Natural Resources GP, LLC (the "GP LLCA"), which governs the board of directors (the "Board") that controls the Issue… Full filing
63.2% +0.4 pts 74.8m≈ $945.6m 2025-06-17
IKAV General Partner S.a r.l. 13G · passive investor -4.0 pts · filed 2026-08-13 14.2% -4.0 pts 23.6m≈ $298.7m 2026-08-13
KAYNE ANDERSON CAPITAL ADVISORS LP 13G · passive investor -2.2 pts · filed 2026-04-08 9.2% -2.2 pts 15.5m≈ $196.1m 2026-04-08
WARD TOM L. 13G · exempt (held before listing) filed 2026-05-12 8.4% 14.0m≈ $177.6m 2026-05-12

Insider purchases and sales in Q2 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
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 2 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 0 sellingQ4 24Q1 25: 1 buyingQ1 25: 0 sellingQ2 25: 1 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—2$6.9m—
Q3 20240—0——
Q4 20241$13.8m0——
Q1 20251$80.0m0——
Q2 20251$7.6m0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-16 McMullen William Wallace +2 Director · See footnote Bought 144,900 $14.96 $2.2m144.9k shares +<1%
2025-06-13 McMullen William Wallace +2 Director · See footnote Bought 135,500 $14.72 $2.0m135.5k shares +<1%
2025-06-12 McMullen William Wallace +2 Director · See footnote Bought 93,500 $14.29 $1.3m93.5k shares +<1%
2025-06-11 McMullen William Wallace +2 Director · See footnote Bought 72,411 $14.01 $1.0m72.4k shares +<1%
2025-06-10 McMullen William Wallace +2 Director · See footnote Bought 79,218 $13.58 $1.1m79.2k shares +<1%

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,860,2332.9m $41.3m $41.3m 0.01% Reduced -954.5k -954,549
2 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 2,578,9292.6m $37.2m $37.2m 0.02% Added +100.6k +100,574
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,303,4451.3m $18.8m $18.8m 0.00% Reduced -458.3k -458,330
4 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 601,400601.4k $8.7m $8.7m 0.02% Added +1.4k +1,400
5 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 528,371528.4k $7.6m $7.6m 0.01% New
6 Clear Street Derivatives LLC 60.05% of their portfolio NEW YORK, NY 515,555515.6k $7.4m $7.4m 60.05% Reduced -12.4k -12,400
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 492,944492.9k $7.1m $7.1m 0.00% Reduced -329.6k -329,637
8 ING GROEP NV 0.04% of their portfolio AMSTERDAM, P7 446,000446.0k $6.4m $6.4m 0.04% Added +422.0k +422,000
9 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 391,720391.7k $5.7m $5.7m 0.00% Added +210.0k +209,993
10 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 325,000325.0k $4.7m $4.7m 0.00% Unchanged
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 306,577306.6k $4.4m $4.4m 0.00% Reduced -17.7k -17,714
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 287,665287.7k $4.2m $4.2m 0.00% Reduced -521.6k -521,603
13 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 270,195270.2k $3.9m $3.9m 0.00% Reduced -63.5k -63,463
14 Chicago Partners Investment Group LLC 0.12% of their portfolio CHICAGO, IL 264,969265.0k $4.0m $4.0m 0.12% Added +7.5k +7,507
15 COOPER CREEK PARTNERS MANAGEMENT LLC 0.12% of their portfolio NEW YORK, NY 241,513241.5k $3.5m $3.5m 0.12% New
16 PIN OAK INVESTMENT ADVISORS INC 2.86% of their portfolio HOUSTON, TX 217,499217.5k $3.4m $3.4m 2.86% Added +6.3k +6,255
17 Nokomis Capital, L.L.C. 1.22% of their portfolio DALLAS, TX 202,053202.1k $2.9m $2.9m 1.22% Reduced -1.2k -1,200
18 BOKF, NA 0.03% of their portfolio TULSA, OK 140,000140.0k $2.0m $2.0m 0.03% Reduced -30.0k -30,000
19 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 139,176139.2k $2.0m $2.0m 0.00% Reduced -43.2k -43,178
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 133,944133.9k $1.9m $1.9m 0.00% Reduced -17.1k -17,089
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 133,744133.7k $1.9m $1.9m 0.00% New
22 GSA CAPITAL PARTNERS LLP 0.11% of their portfolio LONDON, X0 107,822107.8k $1.6m $1.6m 0.11% Added +61.7k +61,697
23 Zuckerman Investment Group, LLC 0.13% of their portfolio CHICAGO, IL 90,00090.0k $1.3m $1.3m 0.13% Reduced -13.0k -13,000
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,96263.0k $909.2k $909.2k 0.00% Reduced -1.0k -1,003
25 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 61,22061.2k $884.0k $884.0k 0.00% Added +30.6k +30,610
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,33547.3k $683.5k $683.5k 0.00% Reduced -4.6k -4,574
27 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 37,97038.0k $548.3k $548.3k 0.01% Reduced -105.4k -105,440
28 Penn Capital Management Company, LLC 0.04% of their portfolio PHILADELPHIA, PA 33,37433.4k $481.9k $481.9k 0.04% Unchanged
29 Bramshill Investments, LLC 0.05% of their portfolio NAPLES, FL 32,88432.9k $474.8k $474.8k 0.05% Reduced -11.4k -11,423
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,79621.8k $314.0k $314.0k 0.00% Added +11.6k +11,596
31 Strategic Financial Concepts, LLC 0.04% of their portfolio SAN ANTONIO, TX 18,79718.8k $271.4k $271.4k 0.04% Added +6.5k +6,485
32 Verdence Capital Advisors LLC 0.02% of their portfolio HUNT VALLEY, MD 17,47517.5k $252.3k $252.3k 0.02% Added +6.1k +6,075
33 NOVEM GROUP 0.03% of their portfolio Rochester, NY 16,00016.0k $231.0k $231.0k 0.03% Unchanged
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,75414.8k $213.0k $213.0k 0.00% Added +2.5k +2,500
35 Boston Partners 0.00% of their portfolio BOSTON, MA 13,41213.4k $193.7k $193.7k 0.00% New
36 Virtu Financial LLC 0.01% of their portfolio New York, NY 13,26613.3k $192.0k $192.0k 0.01% New
37 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 13,00013.0k $191.8k $191.8k 0.00% New
38 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,13312.1k $175.2k $175.2k 0.00% New
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,81211.8k $170.6k $170.6k 0.00% New
40 Arrow Investment Advisors, LLC 0.15% of their portfolio LAUREL, MD 10,81610.8k $156.2k $156.2k 0.15% New
41 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 10,33510.3k $149.0k $149.0k 0.01% New
42 Orange Investment Advisors, Inc. 0.02% of their portfolio GOSHEN, NY 10,00010.0k $144.4k $144.4k 0.02% New
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,3028.3k $119.9k $119.9k 0.00% Added +5.6k +5,611
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,9917.0k $100.9k $100.9k 0.00% Added +2.8k +2,800
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,1983.2k $46.2k $46.2k 0.00% Added +2.8k +2,845
46 Cooksen Wealth, LLC 0.03% of their portfolio THE WOODLANDS, TX 2,6352.6k $38.0k $38.0k 0.03% Added +1.2k +1,230
47 Chung Wu Investment Group, LLC 0.04% of their portfolio SUGAR LAND, TX 2,6002.6k $37.5k $37.5k 0.04% New
48 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 2,5002.5k $36.1k $36.1k 0.00% Unchanged
49 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,0002.0k $28.9k $28.9k 0.00% Unchanged
50 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $28.9k $28.9k 0.00% Unchanged
51 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2501.2k $18.1k $18.1k 0.00% New
52 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0321.0k $14.9k $14.9k 0.00% Added +1.0k +1,022
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 749749 $10.8k $10.8k 0.00% New
54 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 500500 $7.2k $7.2k 0.00% New
55 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 200200 $2.9k $2.9k 0.00% New
56 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 132132 $1.9k $1.9k 0.00% Unchanged
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged