INRNYSECrude Petroleum & Natural GasFiscal year ends December 31
INFINITY NATURAL RESOURCES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$13.56+0.19 (+1.42%)
Close on Oct 19, 2026
- Market cap
- $490.97M
- P/E (TTM)
- 5.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
30.7%
19M of 63M shares
Institutional holders
127
23 new, 29 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
16 buys · 1 sales
Net sold $2.06M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| NGP Energy Capital Management, L.L.C. | 9,631,441 | 38.70% | 13G (passive) | Jan 30, 2025 |
| Encompass Capital Advisors LLC | 773,861 | 5.08% | 13G (passive) | Apr 2, 2025 |
| Robert Jain | 744,444 | 5.60% | 13G (passive) | Feb 3, 2025 |
| CEC Selenite III Holdings, LLC | 3,508,045 | 16.19% | 13D (active) | Feb 23, 2026 |
| PEI Infinity-S, LP | 28,894,732 | 65.50% | 13G (passive) | Jan 30, 2025 |
| Franklin Resources, Inc. | 2,343,737 | 12.50% | 13G (passive) amendment | Jun 30, 2026 |
| American Century Investment Management, Inc. | 2,138,714 | 11.40% | 13G (passive) amendment | Jun 30, 2026 |
| Chase Oil Corporation | 2,055,709 | 11.30% | 13G (passive) | Jan 20, 2026 |
| Westwood Management Corp /Tx | 2,050,941 | 13.50% | 13G (passive) amendment | Mar 31, 2025 |
| Stowers Institute for Medical Research | 1,868,826 | 10.30% | 13G (passive) amendment | Mar 31, 2026 |
| S. Wil VanLoh, Jr. | 12,856,475 | 41.44% | 13D (active) | Feb 23, 2026 |
| BlackRock, Inc. | 1,131,762 | 7.40% | 13G (passive) amendment | Jun 30, 2025 |
| Webs Creek CM GenPar LLC | 1,121,927 | 7.40% | 13G (passive) | Mar 31, 2025 |
| Silvercrest Asset Management Group Inc. | 1,037,535 | 5.53% | 13G (passive) | Jun 30, 2026 |
| CIBC Private Wealth Group LLC | – | – | 13G (passive) amendment | Nov 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of INR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Franklin Resources Inc | 2,343,737 | 3.70% | $29.77M | +681,333 | 0.01% |
| Westwood Holdings Group Inc | 2,152,058 | 3.39% | $27.33M | +20,386 | 0.21% |
| American Century Companies Inc | 2,138,714 | 3.37% | $27.16M | +269,888 | 0.01% |
| BlackRock, Inc. | 1,340,919 | 2.11% | $17.03M | +87,241 | 0.00% |
| Hancock Prospecting Pty Ltd | 1,047,000 | 1.65% | $13.30M | New | 0.23% |
| Silvercrest Asset Management Group LLC | 1,037,535 | 1.64% | $13.18M | +337,567 | 0.09% |
| Vanguard Capital Management LLC | 757,700 | 1.19% | $9.62M | +81,785 | 0.00% |
| Ameriprise Financial Inc | 750,173 | 1.18% | $9.53M | +276,270 | 0.00% |
| Yaupon Capital Management LP | 654,255 | 1.03% | $8.31M | +110,047 | 0.16% |
| CIBC Bancorp USA Inc. | 606,721 | 0.96% | $7.71M | −28,067 | 0.01% |
| UBS Group AG | 606,543 | 0.96% | $7.70M | +284,571 | 0.00% |
| Geode Capital Management, LLC | 443,414 | 0.70% | $5.63M | +76,392 | 0.00% |
| Renaissance Technologies LLC | 392,200 | 0.62% | $4.98M | +55,100 | 0.01% |
| State Street Corp | 373,880 | 0.59% | $4.75M | +26,852 | 0.00% |
| Marshall Wace, Llp | 367,393 | 0.58% | $4.67M | +30,937 | 0.00% |
| Raymond James Financial Inc | 331,353 | 0.52% | $4.21M | +201,695 | 0.00% |
| Russell Investments Group, Ltd. | 323,684 | 0.51% | $4.11M | +41,312 | 0.00% |
| Morgan Stanley | 275,486 | 0.43% | $3.50M | −55,456 | 0.00% |
| Aqr Capital Management LLC | 254,784 | 0.40% | $3.24M | +111,978 | 0.00% |
| Vanguard Portfolio Management LLC | 199,924 | 0.32% | $2.54M | +85,065 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | 19M | 30.7% | 23 / 61 | 27 / 29 | 5M | 2M |
| Q1 2026 | 135 | 17M | 26.5% | 33 / 52 | 29 / 12 | 4M | 2M |
| Q4 2025 | 117 | 16M | 25.1% | 32 / 47 | 25 / 14 | 4M | 4M |
| Q3 2025 | 99 | 16M | 25.2% | 19 / 47 | 18 / 18 | 2M | 2M |
| Q2 2025 | 99 | 16M | 25.4% | 25 / 43 | 20 / 20 | 5M | 4M |
| Q1 2025 | 94 | 15M | 23.4% | 94 / 0 | 0 / 0 | 15M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of INR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Franklin Small Cap Growth Fund | 1,551,521 | 2.45% | $20.42M | 0.83% | Jul 31, 2026 |
| Small Cap Value Fund | 1,140,000 | 1.80% | $14.48M | 0.48% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 580,539 | 0.92% | $7.64M | 0.20% | Jul 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 524,790 | 0.83% | $6.91M | 0.28% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 523,851 | 0.83% | $6.65M | 0.00% | Jun 30, 2026 |
| Westwood Quality Smallcap Fund | 513,629 | 0.81% | $6.76M | 0.77% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 410,562 | 0.65% | $5.21M | 0.01% | Jun 30, 2026 |
| Franklin Natural Resources Fund | 317,100 | 0.50% | $4.17M | 0.83% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 281,606 | 0.44% | $3.58M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 218,576 | 0.34% | $2.78M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 178,930 | 0.28% | $2.35M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 157,882 | 0.25% | $2.01M | 0.01% | Jun 30, 2026 |
| Timothy Plan Small Cap Value Fund | 123,159 | 0.19% | $1.56M | 0.83% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 117,888 | 0.19% | $1.60M | 0.01% | May 31, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 94,940 | 0.15% | $1.21M | 0.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Sproule | See remarks, Director | 1,521,581 | 2.40% | Mar 19, 2026 |
| Zack David Arnold | See Remarks, Director | 1,802,088 | 2.84% | Mar 5, 2026 |
| Cary D. Baetz | EVP and CFO | 22,316 | 0.04% | Sep 28, 2026 |
| Raleigh Wolfe | See Remarks | 55,332 | 0.09% | Mar 19, 2026 |
| Brian P. Pietrandrea | Chief Accounting Officer | 3,362 | 0.01% | Mar 19, 2026 |
| Scott Gieselman | Director | 137,396 | 0.22% | Sep 23, 2026 |
| Timothy C. Dugan | Director | – | – | Jul 15, 2026 |
| William J. Quinn | Director, 10% owner | 57,855,464 | 91.22% | Jun 15, 2026 |
| Steven D. Gray | Director | 339,850 | 0.54% | Jun 12, 2026 |
| David P. Poole | Director | 53,785 | 0.08% | Jun 11, 2026 |
| Carnelian Energy Capital Holdings, Llc | Director, 10% owner | – | – | May 4, 2026 |
| Etineles Holdings V, LLC | Director, 10% owner | 1,734 | 0.00% | May 4, 2026 |
| CEC Selenite III Holdings, LLC | Director, 10% owner | – | – | May 4, 2026 |
| Carnelian Energy Capital GP V, L.P. | Director, 10% owner | – | – | May 4, 2026 |
| Tomas Ackerman | Director, 10% owner | 1,734 | 0.00% | May 4, 2026 |
| Daniel Goodman | Director, 10% owner | – | – | May 4, 2026 |
| Carnelian Energy Capital V, L.P. | Director, 10% owner | – | – | May 4, 2026 |
| Scott K. McNeill | Director | – | – | Apr 14, 2026 |
| Katherine May Gallagher | Director | 13,059 | 0.02% | Mar 19, 2026 |
| Matthew Ross Kelly | Director | – | – | Mar 5, 2026 |
| Sarah James | Director | 0 | – | Jul 7, 2025 |
| Brian Robert Seline | Director | – | – | Jan 30, 2025 |
| Steven Barrow Cobb | Director | – | – | Jan 30, 2025 |
| INR (II) Investments, LLC | 10% owner | – | – | Mar 18, 2026 |
| S. Wil Vanloh Jr | 10% owner | 12,856,475 | 20.27% | Mar 18, 2026 |
| Quantum Capital Solutions II GP, LLC | 10% owner | – | – | Mar 18, 2026 |
| Oil Corp Chase | 10% owner | 2,055,709 | 3.24% | Jan 21, 2026 |
| NGP XI US Holdings, L.P. | 10% owner | 9,631,441 | 15.19% | Jan 30, 2025 |
| NGP Energy Capital Management, L.L.C. | 10% owner | – | – | Jan 30, 2025 |
| Pearl Energy Investments, L.P. | 10% owner | – | – | Jan 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cary D. Baetz EVP and CFO | Sep 25, 2026 | Buy | +316 | $13.58 | $4.29K | 22,316 |
| Cary D. Baetz EVP and CFO | Sep 24, 2026 | Buy | +22,000 | $13.44 | $295.68K | 22,000 |
| Scott Gieselman Director | Sep 22, 2026 | Buy | +10,000 | $13.07 | $130.70K | 123,467 |
| Scott Gieselman Director | Sep 21, 2026 | Buy | +18,467 | $12.62 | $233.05K | 113,467 |
| Scott Gieselman Director | Jun 17, 2026 | Buy | +10,000 | $12.94 | $129.40K | 95,000 |
| Steven D. Gray Director | Jun 12, 2026 | Buy | +25,000 | $12.81 | $320.25K | 40,000 |
| William J. Quinn Director, 10% owner | Jun 11, 2026 | Buy | +11,497 | $13.20 | $151.76K | 66,000 |
| David P. Poole Director | Jun 11, 2026 | Buy | +4,000 | $13.50 | $54.00K | 27,646 |
| David P. Poole Director | Jun 10, 2026 | Buy | +7,500 | $14.00 | $105.00K | 23,646 |
| William J. Quinn Director, 10% owner | Jun 5, 2026 | Buy | +44,000 | $13.19 | $580.36K | 54,503 |
| William J. Quinn Director, 10% owner | Jun 3, 2026 | Buy | +10,503 | $13.20 | $138.64K | 10,503 |
| Scott Gieselman Director | Jun 3, 2026 | Buy | +670 | $13.44 | $9.00K | 85,000 |
| Scott Gieselman Director | Jun 2, 2026 | Buy | +13,430 | $13.35 | $179.29K | 84,330 |
| Scott Gieselman Director | May 26, 2026 | Buy | +20,000 | $14.10 | $282.00K | 70,900 |
| Scott Gieselman Director | May 22, 2026 | Buy | +900 | $14.34 | $12.91K | 50,900 |
| David Sproule See remarks, Director | Mar 18, 2026 | Sale | −275,000 | $17.43 | $4.79M | 0 |
| David P. Poole Director | Mar 17, 2026 | Option exercise | +13,639 | – | – | 26,139 |
| Brian P. Pietrandrea Chief Accounting Officer | Mar 17, 2026 | Option exercise | +3,362 | – | – | 3,362 |
| Brian P. Pietrandrea Chief Accounting Officer | Mar 17, 2026 | Tax withholding | −934 | $18.15 | $16.95K | 2,428 |
| Katherine May Gallagher Director | Mar 17, 2026 | Option exercise | +13,059 | – | – | 13,059 |
| Steven D. Gray Director | Mar 17, 2026 | Option exercise | +17,411 | – | – | 17,411 |
| Raleigh Wolfe See Remarks | Mar 17, 2026 | Tax withholding | −5,710 | $18.15 | $103.64K | 55,332 |
| Raleigh Wolfe See Remarks | Mar 17, 2026 | Option exercise | +14,510 | – | – | 61,042 |
| Scott Gieselman Director | Mar 17, 2026 | Option exercise | +13,929 | – | – | 63,929 |
| David Sproule See remarks, Director | Mar 13, 2026 | Conversion | +275,000 | – | – | 275,000 |
| David Sproule See remarks, Director | Mar 13, 2026 | Returned to company | −275,000 | – | – | 1,521,581 |
| Raleigh Wolfe See Remarks | Feb 3, 2026 | Tax withholding | −15,968 | $16.52 | $263.79K | 46,532 |
| Raleigh Wolfe See Remarks | Feb 3, 2026 | Option exercise | +62,500 | – | – | 62,500 |
| David P. Poole Director | Dec 16, 2025 | Buy | +8,646 | $12.94 | $111.88K | 16,146 |
| Zack David Arnold See Remarks, Director | Aug 22, 2025 | Buy | +5,500 | $13.88 | $76.34K | 5,500 |
| Steven D. Gray Director | Aug 22, 2025 | Buy | +16,846 | $13.96 | $235.17K | 50,000 |
| Steven D. Gray Director | Aug 21, 2025 | Buy | +20,252 | $13.75 | $278.47K | 33,154 |
| Steven D. Gray Director | Aug 20, 2025 | Buy | +12,902 | $13.65 | $176.11K | 12,902 |
| David P. Poole Director | Aug 14, 2025 | Buy | +7,500 | $13.51 | $101.33K | 7,500 |
| Sarah James Director | Jun 25, 2025 | Sale | −2,500 | $18.40 | $46.00K | 0 |
| Steven D. Gray Director | Feb 3, 2025 | Buy | +15,000 | $20.00 | $300.00K | 15,000 |
| David P. Poole Director | Feb 3, 2025 | Buy | +12,500 | $20.00 | $250.00K | 12,500 |
| Scott Gieselman Director | Feb 3, 2025 | Buy | +50,000 | $20.00 | $1.00M | 50,000 |
| Sarah James Director | Feb 3, 2025 | Buy | +2,500 | $20.00 | $50.00K | 2,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sproule David Officer | Mar 18, 2026 | 275,000 | $4.99M | Mar 18, 2026 | Compensation |