GOLAR LNG LTD GLNG
SHS · Common Stock · CUSIP G9456A100 · ISIN BMG9456A1009
Gas shipping company
- SectorIndustrials
- IndustryWater Transportation
- HeadquartersHamilton, Bermuda
- Founded2001
- Websitegolargas.com
- 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 ($12.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.19. Options: 27 managers hold calls ($278.3m notional), 15 hold puts ($133.6m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 223 |
| Q4 2022 | 225 |
| Q1 2023 | 220 |
| Q2 2023 | 219 |
| Q3 2023 | 209 |
| Q4 2023 | 211 |
| Q1 2024 | 221 |
| Q2 2024 | 241 |
| Q3 2024 | 256 |
| Q4 2024 | 283 |
| Q1 2025 | 286 |
| Q2 2025 | 288 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 108 | 113 |
| Q4 2023 | 109 | 96 |
| Q1 2024 | 118 | 103 |
| Q2 2024 | 138 | 99 |
| Q3 2024 | 133 | 123 |
| Q4 2024 | 130 | 125 |
| Q1 2025 | 157 | 134 |
| Q2 2025 | 159 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $194.2m | $64.1m | 0.33 |
| Q4 2024 | $344.5m | $113.0m | 0.33 |
| Q1 2025 | $148.7m | $90.8m | 0.61 |
| Q2 2025 | $278.3m | $133.6m | 0.48 |
Biggest buyers
| Wolf Hill Capital Management, LP | Added | +1.1m |
| PointState Capital LP | Added | +950.4k |
| RIT CAPITAL PARTNERS PLC | New | +826.7k |
| HITE Hedge Asset Management LLC | Added | +651.2k |
| Cartenna Capital, LP | Added | +650.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +600.0k |
| Two Seas Capital LP | Added | +393.4k |
| Luxor Capital Group, LP | Added | +380.9k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +364.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +336.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.5m |
| Brookfield Corp /ON/ | Reduced | -1.4m |
| Encompass Capital Advisors LLC | Reduced | -1.1m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -651.4k |
| Aventail Capital Group, LP | Reduced | -575.0k |
| Balyasny Asset Management L.P. | Reduced | -513.1k |
| JPMORGAN CHASE & CO | Reduced | -480.8k |
| Philadelphia Financial Management of San Francisco, LLC | Sold out | -458.6k |
| Appian Way Asset Management LP | Reduced | -312.4k |
| PINNACLE ASSOCIATES LTD | Reduced | -304.8k |
Biggest calls
| RIT CAPITAL PARTNERS PLC | Unchanged | $41.2m1.0m shares |
| Wolf Hill Capital Management, LP | New | $40.5m984.1k shares |
| Troluce Capital Advisors LLC | New | $30.9m750.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $30.4m738.7k shares |
| ExodusPoint Capital Management, LP | Reduced | $25.5m620.0k shares |
| Luxor Capital Group, LP | New | $19.1m462.7k shares |
| JANE STREET GROUP, LLC | Added | $13.7m331.4k shares |
| CITADEL ADVISORS LLC | Added | $11.8m287.6k shares |
| SIMPLEX TRADING, LLC | Added | $9.5m229.8k shares |
| Caption Management, LLC | Added | $9.1m220.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $27.4m666.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.1m658.4k shares |
| JANE STREET GROUP, LLC | Added | $26.9m652.0k shares |
| GROUP ONE TRADING LLC | Added | $15.6m377.6k shares |
| Portman Square Capital LLP | New | $13.6m330.0k shares |
| Walleye Trading LLC | Added | $5.8m140.6k shares |
| SIMPLEX TRADING, LLC | Added | $5.6m136.4k shares |
| PEAK6 LLC | Added | $4.8m117.0k shares |
| Verition Fund Management LLC | Added | $2.3m54.8k shares |
| IMC-Chicago, LLC | Added | $2.1m51.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
Naria Inc.
13D · may seek influence
new · filed 2025-08-15
Stated purposeEach of the Reporting Persons reports that neither it nor, to its knowledge, any of the other persons named in Item 2 of this Schedule 13D, currently has any plan or proposal which relates to, or may result in, any of the matters listed in Items 4(a)-(j) of this Schedule 13D, although each Reporting Person expects to evaluate on an ongoing basis the Issuer's financial condition and prospects and its interest in, and intentions with respect to, a variety of transactions that could create shareholder value, including business combinations, acquisitions and refinancing opportunities. Accordingly, each Reporting Person reserves the right to change its plans and intentions at any time, as it deems appropriate. The Reporting Person who holds Common Shares directly acquired those securities as an… Full filing |
9.8% |
| Rubric Capital Management LP 13G · institution +1.2 pts · filed 2025-05-14 | 8.6% |
| T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-08-14 | 6.2% |
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2026-07-28 | 5.2% |
Fell to 5% or below in the last year: TOMS Capital Investment Management LP (0.1%, 2026-08-14)
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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Naria Inc. 100.00% of their portfolio | 10.3m $423.6m | Unchanged |
| Rubric Capital Management LP 6.08% of their portfolio | 9.2m $378.1m | Added +203.8k |
| BlackRock, Inc. 0.00% of their portfolio | 5.6m $232.5m | Reduced -88.6k |
| PointState Capital LP 2.47% of their portfolio | 2.8m $115.7m | Added +950.4k |
| Wolf Hill Capital Management, LP 9.46% of their portfolio | 2.8m $114.0m | Added +1.1m |
| Philosophy Capital Management LLC 13.44% of their portfolio | 2.6m $106.7m | Added +222.4k |
| DONALD SMITH & CO., INC. 2.36% of their portfolio | 2.4m $100.3m | Reduced -11.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $78.9m | Added +26.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $76.8m | Reduced -1.5m |
| FIL Ltd 0.06% of their portfolio | 1.8m $72.3m | Reduced -55.4k |
| Cartenna Capital, LP 4.29% of their portfolio | 1.7m $70.0m | Added +650.0k |
| J. Goldman & Co LP 1.95% of their portfolio | 1.5m $62.1m | Added +221.4k |
| DANSKE BANK A/S 0.14% of their portfolio | 1.4m $57.7m | Reduced -25.0k |
| STEINBERG ASSET MANAGEMENT LLC 42.67% of their portfolio | 1.4m $57.3m | Reduced -35.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $55.4m | Added +26.7k |
| Appian Way Asset Management LP 12.54% of their portfolio | 1.2m $49.9m | Reduced -312.4k |
| Encompass Capital Advisors LLC 1.95% of their portfolio | 1.2m $48.4m | Reduced -1.1m |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $45.7m | Added +54.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $44.7m | Reduced -90.0k |
| PINNACLE ASSOCIATES LTD 0.64% of their portfolio | 1.1m $44.2m | Reduced -304.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.08% of their portfolio | 1.0m $41.4m | Reduced -651.4k |
| Verition Fund Management LLC 0.22% of their portfolio | 923.5k $38.0m | Added +220.7k |
| HITE Hedge Asset Management LLC 2.15% of their portfolio | 909.8k $37.5m | Added +651.2k |
| Two Seas Capital LP 3.67% of their portfolio | 909.4k $37.5m | Added +393.4k |
| Nuveen, LLC 0.01% of their portfolio | 834.9k $34.4m | Reduced -59.4k |
| RIT CAPITAL PARTNERS PLC 4.75% of their portfolio | 826.7k $34.1m | New |
| Huber Capital Management LLC 5.76% of their portfolio | 821.5k $33.8m | Added +112.5k |
| FMR LLC 0.00% of their portfolio | 802.8k $33.1m | Reduced -123.9k |
| Invesco Ltd. 0.01% of their portfolio | 797.3k $32.8m | Reduced -52.4k |
| UBS Group AG 0.01% of their portfolio | 790.3k $32.6m | Added +285.5k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 787.2k $32.4m | Added +188.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 782.6k $32.2m | Added +14.8k |
| Luxor Capital Group, LP 3.94% of their portfolio | 733.9k $30.2m | Added +380.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 707.0k $29.1m | Reduced -17.8k |
| Brookfield Corp /ON/ 0.03% of their portfolio | 669.1k $27.6m | Reduced -1.4m |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 660.7k $27.2m | Reduced -14.1k |
| Hound Partners, LLC 3.64% of their portfolio | 653.6k $26.9m | Added +145.9k |
| Capitolis Liquid Global Markets LLC 0.19% of their portfolio | 631.9k $26.0m | Reduced -186.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 602.4k $24.8m | Added +364.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 600.0k $24.7m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 567.8k $23.4m | Added +336.9k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 547.3k $22.5m | Reduced -3.0k |
| LEVIN CAPITAL STRATEGIES, L.P. 2.01% of their portfolio | 496.8k $20.5m | Added +47.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 481.3k $19.8m | Reduced -181.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 456.3k $18.8m | Reduced -480.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 454.9k $18.7m | Reduced -137.0k |
| Long Focus Capital Management, LLC 1.18% of their portfolio | 445.0k $18.3m | Added +55.0k |
| Hosking Partners LLP 0.68% of their portfolio | 417.0k $17.2m | Reduced -10.1k |
| Sagefield Capital LP 2.38% of their portfolio | 413.8k $17.0m | Added +40.5k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. 7.63% of their portfolio | 400.1k $16.5m | Added +45.0k |
| Shay Capital LLC 3.35% of their portfolio | 357.0k $14.7m | Reduced -49.6k |
| GROUP ONE TRADING LLC 0.45% of their portfolio | 335.2k $13.8m | Added +103.2k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1.07% of their portfolio | 331.7k $13.7m | Reduced -96.4k |
| Aventail Capital Group, LP 0.55% of their portfolio | 300.2k $12.4m | Reduced -575.0k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.91% of their portfolio | 290.0k $11.9m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 285.5k $11.8m | Added +10.0k |
| Clearline Capital LP 1.02% of their portfolio | 281.1k $11.6m | Reduced -93.0k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 276.3k $11.4m | Reduced -9.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.19% of their portfolio | 271.8k $11.2m | Added +9.2k |
| Charter Oak Advisors LP 6.66% of their portfolio | 262.9k $10.8m | Unchanged |
| Perpetual Ltd 0.12% of their portfolio | 258.5k $10.6m | Added +9.4k |
| ARS Investment Partners, LLC 0.78% of their portfolio | 258.0k $10.6m | Added +48.2k |
| De Lisle Partners LLP 1.49% of their portfolio | 256.4k $10.6m | Added +7.0k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 252.9k $10.4m | Reduced -513.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 252.5k $10.4m | Added +11.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.31% of their portfolio | 246.6k $10.2m | Added +65.0k |
| Bayberry Capital Partners LP 3.33% of their portfolio | 244.9k $10.1m | New |
| LONESTAR CAPITAL MANAGEMENT LLC 7.87% of their portfolio | 220.0k $9.1m | New |
| Squarepoint Ops LLC 0.02% of their portfolio | 219.0k $9.0m | Added +161.1k |
| Walleye Trading LLC 0.22% of their portfolio | 218.9k $9.0m | Added +70.0k |
| Walleye Capital LLC 0.08% of their portfolio | 204.2k $8.4m | Reduced -55.6k |
| RENAISSANCE GROUP LLC 0.32% of their portfolio | 196.7k $8.1m | Reduced -8.0k |
| PEAK6 LLC 0.14% of their portfolio | 193.0k $7.9m | Added +153.3k |
| MYDA Advisors LLC 2.09% of their portfolio | 181.0k $7.5m | Added +5.0k |
| Sourcerock Group LLC 0.38% of their portfolio | 178.1k $7.3m | Added +78.1k |
| BECK CAPITAL MANAGEMENT, LLC 1.78% of their portfolio | 172.8k $7.1m | Added +97.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 172.4k $7.1m | Added +58.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 171.6k $7.1m | Added +94.3k |
| CenterBook Partners LP 0.39% of their portfolio | 169.5k $7.0m | Added +121.2k |
| BARCLAYS PLC 0.00% of their portfolio | 169.1k $7.0m | Added +69.4k |
| RR Advisors, LLC 1.58% of their portfolio | 160.0k $6.6m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 156.9k $6.5m | Added +6.0k |
| HARVEY CAPITAL MANAGEMENT INC 1.44% of their portfolio | 153.4k $6.2m | Reduced -2.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 145.6k $6.0m | Added +14.4k |
| AYAL Capital Advisors Ltd 3.24% of their portfolio | 144.3k $5.9m | Reduced -88.2k |
| Tejara Capital Ltd 2.61% of their portfolio | 136.4k $5.6m | Added +61.4k |
| GILDER GAGNON HOWE & CO LLC 0.06% of their portfolio | 133.9k $5.5m | Reduced -22.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.52% of their portfolio | 130.4k $5.4m | Added +34.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 130.0k $5.4m | Added +6.3k |
| CLOVERFIELDS CAPITAL GROUP, LP 1.47% of their portfolio | 120.5k $5.0m | Added +2.8k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 117.9k $4.9m | Added +65.0k |
| GeoSphere Capital Management, LLC 4.82% of their portfolio | 115.0k $4.7m | New |
| Diameter Capital Partners LP 1.21% of their portfolio | 105.0k $4.3m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 94.8k $3.9m | Added +81.1k |
| SummitTX Capital, L.P. 0.17% of their portfolio | 91.3k $3.8m | Reduced -7.0k |
| CW Advisors, LLC 0.03% of their portfolio | 78.8k $3.2m | Added +10.2k |
| BARDIN HILL MANAGEMENT PARTNERS LP 1.98% of their portfolio | 76.7k $3.2m | Reduced -184.9k |
| O'Brien Greene & Co. Inc 1.03% of their portfolio | 76.2k $3.1m | Added +17.1k |
| Texas Yale Capital Corp. 0.10% of their portfolio | 75.9k $3.1m | Added +475 |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 72.0k $3.0m | Unchanged |