Vault-13

MACH NATURAL RESOURCES LP MNR

COM UNIT LTD PAR · Ltd Part · CUSIP 55445L100

62 institutional holders +5 vs Q2 2025
30,096,48930.1m shares reported held*
$396.5mreported value*
18 new 13 added 22 reduced 10 sold out net bought ≈ $225.7m (+17.1m 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 ≈ $13.17.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q4 23: 29Q1 24: 32Q2 24: 35Q3 24: 46Q4 24: 44Q1 25: 51Q2 25: 57Q3 25: 6262Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 202329
Q1 202432
Q2 202435
Q3 202446
Q4 202444
Q1 202551
Q2 202557
Q3 202562

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 outQ3 24: 35 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 19 bought or addedQ4 24: 22 cut or sold outQ1 25: 34 bought or addedQ1 25: 11 cut or sold outQ1 25Q2 25: 33 bought or addedQ2 25: 26 cut or sold outQ3 25: 31 bought or addedQ3 25: 32 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242110
Q2 20241713
Q3 2024357
Q4 20241922
Q1 20253411
Q2 20253326
Q3 20253132

Biggest buyers

KAYNE ANDERSON CAPITAL ADVISORS LP New +19,187,581+19.2m
ING GROEP NV Added +381,000+381.0k
Corigliano Investment Advisers, LLC New +147,700+147.7k
HRT FINANCIAL LP New +88,710+88.7k
RAYMOND JAMES FINANCIAL INC Added +70,180+70.2k
Empowered Funds, LLC New +59,015+59.0k
&PARTNERS New +48,875+48.9k
WEDBUSH SECURITIES INC Added +24,263+24.3k
PIN OAK INVESTMENT ADVISORS INC Added +19,203+19.2k
Tidal Investments LLC New +17,004+17.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -766,735-766.7k
UBS Group AG Reduced -491,944-491.9k
MORGAN STANLEY Reduced -470,133-470.1k
BANK OF AMERICA CORP /DE/ Reduced -247,960-248.0k
BOKF, NA Sold out -140,000-140.0k
CITIGROUP INC Sold out -139,176-139.2k
AMERICAN CENTURY COMPANIES INC Reduced -100,981-101.0k
BANK OF MONTREAL /CAN/ Reduced -100,000-100.0k
GSA CAPITAL PARTNERS LLP Reduced -84,154-84.2k
FIRST TRUST ADVISORS LP Reduced -77,949-77.9k

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 Q3 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
202Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 2 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20251$44.4k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-08-11 McMullen William Wallace +2 Director · See footnote Bought 3,085 $14.39 $44.4k3.1k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KAYNE ANDERSON CAPITAL ADVISORS LP 5.58% of their portfolio LOS ANGELES, CA 19,187,58119.2m $252.9m $252.9m 5.58% New
2 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 2,477,9482.5m $32.7m $32.7m 0.02% Reduced -101.0k -100,981
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 2,093,4982.1m $27.6m $27.6m 0.00% Reduced -766.7k -766,735
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 833,312833.3k $11.0m $11.0m 0.00% Reduced -470.1k -470,133
5 ING GROEP NV 0.06% of their portfolio AMSTERDAM, P7 827,000827.0k $10.9m $10.9m 0.06% Added +381.0k +381,000
6 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 601,400601.4k $7.9m $7.9m 0.01% Unchanged
7 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 450,422450.4k $5.9m $5.9m 0.00% Reduced -77.9k -77,949
8 Clear Street Group Inc. 0.03% of their portfolio NEW YORK, NY 427,752427.8k $5.6m $5.6m 0.03% First filing
9 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 387,720387.7k $5.1m $5.1m 0.00% Reduced -4.0k -4,000
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 376,757376.8k $5.0m $5.0m 0.00% Added +70.2k +70,180
11 Chicago Partners Investment Group LLC 0.08% of their portfolio CHICAGO, IL 243,020243.0k $3.0m $3.0m 0.08% Reduced -21.9k -21,949
12 PIN OAK INVESTMENT ADVISORS INC 2.23% of their portfolio HOUSTON, TX 236,702236.7k $3.1m $3.1m 2.23% Added +19.2k +19,203
13 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 228,527228.5k $3.0m $3.0m 0.00% Reduced -41.7k -41,668
14 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 225,000225.0k $3.0m $3.0m 0.00% Reduced -100.0k -100,000
15 COOPER CREEK PARTNERS MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 208,826208.8k $2.8m $2.8m 0.10% Reduced -32.7k -32,687
16 Corigliano Investment Advisers, LLC 0.63% of their portfolio RALEIGH, NC 147,700147.7k $1.9m $1.9m 0.63% New
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 140,097140.1k $1.8m $1.8m 0.00% Added +6.2k +6,153
18 Nokomis Capital, L.L.C. 0.63% of their portfolio DALLAS, TX 134,780134.8k $1.8m $1.8m 0.63% Reduced -67.3k -67,273
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 117,649117.6k $1.6m $1.6m 0.00% Reduced -16.1k -16,095
20 Zuckerman Investment Group, LLC 0.12% of their portfolio CHICAGO, IL 95,00095.0k $1.3m $1.3m 0.12% Added +5.0k +5,000
21 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 88,71088.7k $1.2m $1.2m 0.01% New
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,46560.5k $796.9k $796.9k 0.00% Reduced -2.5k -2,497
23 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 59,01559.0k $777.8k $777.8k 0.01% New
24 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 48,87548.9k $644.2k $644.2k 0.00% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 39,70539.7k $523.3k $523.3k 0.00% Reduced -248.0k -247,960
26 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 34,59834.6k $456.0k $456.0k 0.01% Added +24.3k +24,263
27 Penn Capital Management Company, LLC 0.03% of their portfolio PHILADELPHIA, PA 33,37433.4k $439.9k $439.9k 0.03% Unchanged
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,61030.6k $403.4k $403.4k 0.00% Reduced -30.6k -30,610
29 Strategic Financial Concepts, LLC 0.05% of their portfolio SAN ANTONIO, TX 27,09927.1k $357.2k $357.2k 0.05% Added +8.3k +8,302
30 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 25,95426.0k $342.1k $342.1k 0.00% Reduced -12.0k -12,016
31 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 23,66823.7k $312.0k $312.0k 0.03% Reduced -84.2k -84,154
32 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 17,00417.0k $224.1k $224.1k 0.00% New
33 NOVEM GROUP 0.03% of their portfolio Rochester, NY 17,00017.0k $224.1k $224.1k 0.03% Added +1.0k +1,000
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,85415.9k $209.0k $209.0k 0.00% Added +1.1k +1,100
35 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 12,89012.9k $169.9k $169.9k 0.02% New
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,42912.4k $163.8k $163.8k 0.00% Added +617 +617
37 DELPHI MANAGEMENT INC /MA/ 0.15% of their portfolio BROOKLINE, MA 12,24012.2k $161.0k $161.0k 0.15% New
38 Arrow Investment Advisors, LLC 0.18% of their portfolio LAUREL, MD 12,21612.2k $161.0k $161.0k 0.18% Added +1.4k +1,400
39 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,00012.0k $158.2k $158.2k 0.00% New
40 VIRTUS ADVISERS, LLC 0.08% of their portfolio HARTFORD, CT 11,10011.1k $146.3k $146.3k 0.08% New
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,19610.2k $137.5k $137.5k 0.00% Added +1.9k +1,894
42 Orange Investment Advisors, Inc. 0.01% of their portfolio GOSHEN, NY 10,00010.0k $131.8k $131.8k 0.01% Unchanged
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,8969.9k $130.0k $130.0k 0.00% Reduced -11.9k -11,900
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,4859.5k $125.0k $125.0k 0.00% Added +2.5k +2,494
45 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 4,0004.0k $52.7k $52.7k 0.01% New
46 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 2,5002.5k $33.0k $33.0k 0.00% Unchanged
47 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,4802.5k $32.7k $32.7k 0.00% Reduced -718 -718
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,0132.0k $27.0k $27.0k 0.00% New
49 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $26.4k $26.4k 0.00% Unchanged
50 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,9371.9k $25.5k $25.5k 0.00% New
51 Chung Wu Investment Group, LLC 0.02% of their portfolio SUGAR LAND, TX 1,7001.7k $22.4k $22.4k 0.02% Reduced -900 -900
52 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,2501.2k $16.5k $16.5k 0.00% Unchanged
53 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0001.0k $13.2k $13.2k 0.00% Reduced -32 -32
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0001.0k $13.2k $13.2k 0.00% Reduced -491.9k -491,944
55 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 376376 $5.0k $5.0k 0.00% New
56 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 308308 $4.1k $4.1k 0.00% New
57 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 200200 $2.6k $2.6k 0.00% Unchanged
58 FMR LLC 0.00% of their portfolio BOSTON, MA 192192 $2.5k $2.5k 0.00% New
59 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 132132 $1.7k $1.7k 0.00% Unchanged
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 123123 $1.6k $1.6k 0.00% Reduced -626 -626
61 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 104104 $1.3k $1.3k 0.00% New
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 100100 $1.3k $1.3k 0.00% New