MACH NATURAL RESOURCES LP MNR
COM UNIT LTD PAR · Ltd Part · CUSIP 55445L100
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersOklahoma City, OK
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $14.47.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 29 |
| Q1 2024 | 32 |
| Q2 2024 | 35 |
| Q3 2024 | 46 |
| Q4 2024 | 44 |
| Q1 2025 | 51 |
| Q2 2025 | 57 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 21 | 10 |
| Q2 2024 | 17 | 13 |
| Q3 2024 | 35 | 7 |
| Q4 2024 | 19 | 22 |
| Q1 2025 | 34 | 11 |
| Q2 2025 | 33 | 26 |
Biggest buyers
| FIRST TRUST ADVISORS LP | New | +528.4k |
| ING GROEP NV | Added | +422.0k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +241.5k |
| FRANKLIN RESOURCES INC | Added | +210.0k |
| JANE STREET GROUP, LLC | New | +133.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +100.6k |
| GSA CAPITAL PARTNERS LLP | Added | +61.7k |
| Rockefeller Capital Management L.P. | Added | +30.6k |
| Boston Partners | New | +13.4k |
| Virtu Financial LLC | New | +13.3k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -954.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -521.6k |
| MORGAN STANLEY | Reduced | -458.3k |
| FMR LLC | Sold out | -410.0k |
| KIM, LLC | Sold out | -396.4k |
| UBS Group AG | Reduced | -329.6k |
| SEI INVESTMENTS CO | Sold out | -321.9k |
| JPMORGAN CHASE & CO | Sold out | -111.9k |
| STEPHENS INC /AR/ | Reduced | -105.4k |
| STIFEL FINANCIAL CORP | Reduced | -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.
| Holder | Stake |
|---|---|
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% |
| IKAV General Partner S.a r.l. 13G · passive investor -4.0 pts · filed 2026-08-13 | 14.2% |
| KAYNE ANDERSON CAPITAL ADVISORS LP 13G · passive investor -2.2 pts · filed 2026-04-08 | 9.2% |
| WARD TOM L. 13G · exempt (held before listing) filed 2026-05-12 | 8.4% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $6.9m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $13.8m | 0 | — | — |
| Q1 2025 | 1 | $80.0m | 0 | — | — |
| Q2 2025 | 1 | $7.6m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-16 | McMullen William Wallace +2 Director · See footnote | Bought | $2.2m144.9k shares |
| 2025-06-13 | McMullen William Wallace +2 Director · See footnote | Bought | $2.0m135.5k shares |
| 2025-06-12 | McMullen William Wallace +2 Director · See footnote | Bought | $1.3m93.5k shares |
| 2025-06-11 | McMullen William Wallace +2 Director · See footnote | Bought | $1.0m72.4k shares |
| 2025-06-10 | McMullen William Wallace +2 Director · See footnote | Bought | $1.1m79.2k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $41.3m | Reduced -954.5k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 2.6m $37.2m | Added +100.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $18.8m | Reduced -458.3k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 601.4k $8.7m | Added +1.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 528.4k $7.6m | New |
| Clear Street Derivatives LLC 60.05% of their portfolio | 515.6k $7.4m | Reduced -12.4k |
| UBS Group AG 0.00% of their portfolio | 492.9k $7.1m | Reduced -329.6k |
| ING GROEP NV 0.04% of their portfolio | 446.0k $6.4m | Added +422.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 391.7k $5.7m | Added +210.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 325.0k $4.7m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 306.6k $4.4m | Reduced -17.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 287.7k $4.2m | Reduced -521.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 270.2k $3.9m | Reduced -63.5k |
| Chicago Partners Investment Group LLC 0.12% of their portfolio | 265.0k $4.0m | Added +7.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.12% of their portfolio | 241.5k $3.5m | New |
| PIN OAK INVESTMENT ADVISORS INC 2.86% of their portfolio | 217.5k $3.4m | Added +6.3k |
| Nokomis Capital, L.L.C. 1.22% of their portfolio | 202.1k $2.9m | Reduced -1.2k |
| BOKF, NA 0.03% of their portfolio | 140.0k $2.0m | Reduced -30.0k |
| CITIGROUP INC 0.00% of their portfolio | 139.2k $2.0m | Reduced -43.2k |
| Invesco Ltd. 0.00% of their portfolio | 133.9k $1.9m | Reduced -17.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 133.7k $1.9m | New |
| GSA CAPITAL PARTNERS LLP 0.11% of their portfolio | 107.8k $1.6m | Added +61.7k |
| Zuckerman Investment Group, LLC 0.13% of their portfolio | 90.0k $1.3m | Reduced -13.0k |
| LPL Financial LLC 0.00% of their portfolio | 63.0k $909.2k | Reduced -1.0k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 61.2k $884.0k | Added +30.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 47.3k $683.5k | Reduced -4.6k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 38.0k $548.3k | Reduced -105.4k |
| Penn Capital Management Company, LLC 0.04% of their portfolio | 33.4k $481.9k | Unchanged |
| Bramshill Investments, LLC 0.05% of their portfolio | 32.9k $474.8k | Reduced -11.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 21.8k $314.0k | Added +11.6k |
| Strategic Financial Concepts, LLC 0.04% of their portfolio | 18.8k $271.4k | Added +6.5k |
| Verdence Capital Advisors LLC 0.02% of their portfolio | 17.5k $252.3k | Added +6.1k |
| NOVEM GROUP 0.03% of their portfolio | 16.0k $231.0k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 14.8k $213.0k | Added +2.5k |
| Boston Partners 0.00% of their portfolio | 13.4k $193.7k | New |
| Virtu Financial LLC 0.01% of their portfolio | 13.3k $192.0k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 13.0k $191.8k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 12.1k $175.2k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 11.8k $170.6k | New |
| Arrow Investment Advisors, LLC 0.15% of their portfolio | 10.8k $156.2k | New |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 10.3k $149.0k | New |
| Orange Investment Advisors, Inc. 0.02% of their portfolio | 10.0k $144.4k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.3k $119.9k | Added +5.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.0k $100.9k | Added +2.8k |
| BARCLAYS PLC 0.00% of their portfolio | 3.2k $46.2k | Added +2.8k |
| Cooksen Wealth, LLC 0.03% of their portfolio | 2.6k $38.0k | Added +1.2k |
| Chung Wu Investment Group, LLC 0.04% of their portfolio | 2.6k $37.5k | New |
| Parkside Financial Bank & Trust 0.00% of their portfolio | 2.5k $36.1k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 2.0k $28.9k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.0k $28.9k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 1.2k $18.1k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.0k $14.9k | Added +1.0k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 749 $10.8k | New |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 500 $7.2k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 200 $2.9k | New |
| WealthCollab, LLC 0.00% of their portfolio | 132 $1.9k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |