Baytex Energy Corp. (BTE) shareholders
Close on Nov 13, 2026Market cap $3.33BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Edward Geiser Joint filing with JSTX Holdings, LLC (9.66%), Juniper Capital III GP, L.P. (9.66%) and 1 more | 74,486,665 | 9.69% | 13G (passive) amendment | Dec 31, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | 49,118,251 | 6.80% | 13G (passive) amendment | Jun 30, 2026 |
| Juniper Capital Advisors, L.P. Joint filing with JSTX Holdings, LLC (5.29%), Juniper Capital III GP, L.P. (5.29%) and 1 more | 38,135,323 | 5.29% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BTE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 49,180,551 | 6.42% | $197.11M | +9,351,178 | 0.37% |
| Juniper Capital Advisors, L.P. | 31,387,276 | 4.10% | $125.55M | −18,314,619 | 57.62% |
| D. E. Shaw & Co., Inc. | 24,534,834 | 3.20% | $98.20M | +1,962,896 | 0.05% |
| Vanguard Capital Management LLC | 18,963,350 | 2.48% | $76.08M | −782,699 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 18,604,481 | 2.43% | $74.52M | −3,398,637 | 0.03% |
| American Century Companies Inc | 18,151,897 | 2.37% | $72.83M | +883,677 | 0.03% |
| Ninepoint Partners LP | 17,000,000 | 2.22% | $68.00M | New | 5.19% |
| Royal Bank of Canada | 15,748,521 | 2.06% | $62.99M | +7,785,415 | 0.01% |
| TD Asset Management Inc | 15,093,415 | 1.97% | $60.53M | +1,603,521 | 0.05% |
| Webs Creek Capital Management LP | 12,771,506 | 1.67% | $51.09M | +3,526,048 | 9.68% |
| Goldman Sachs Group Inc | 12,759,521 | 1.67% | $51.04M | +2,045,040 | 0.00% |
| Jane Street Group, LLC | 11,691,402 | 1.53% | $46.77M | +2,719,044 | 0.00% |
| Alliancebernstein L.P. | 10,498,895 | 1.37% | $46.93M | +292,750 | 0.02% |
| Morgan Stanley | 9,092,661 | 1.19% | $36.37M | +2,089,444 | 0.00% |
| Bank Of Montreal /Can/ | 8,146,171 | 1.06% | $32.65M | +2,175,891 | 0.01% |
| Renaissance Technologies LLC | 7,281,900 | 0.95% | $29.13M | +1,810,100 | 0.04% |
| FIL Ltd | 6,500,000 | 0.85% | $26.08M | New | 0.02% |
| Jupiter Asset Management Ltd | 5,958,429 | 0.78% | $23.90M | +2,648,344 | 0.12% |
| Vanguard Fiduciary Trust Co | 5,776,218 | 0.75% | $23.17M | −260,703 | 0.01% |
| UBS Group AG | 5,011,062 | 0.65% | $20.04M | +1,549,401 | 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 | 185 | 395M | 51.6% | 35 / 62 | 63 / 26 | 98M | 79M |
| Q1 2026 | 177 | 376M | 49.1% | 47 / 65 | 41 / 18 | 135M | 69M |
| Q4 2025 | 149 | 339M | 44.3% | 34 / 47 | 42 / 18 | 90M | 70M |
| Q3 2025 | 135 | 318M | 41.6% | 15 / 41 | 47 / 20 | 37M | 62M |
| Q2 2025 | 142 | 343M | 44.8% | 15 / 46 | 50 / 25 | 54M | 41M |
| Q1 2025 | 152 | 330M | 43.1% | 21 / 63 | 35 / 21 | 73M | 34M |
| Q4 2024 | 155 | 292M | 38.2% | 20 / 45 | 53 / 28 | 24M | 33M |
| Q3 2024 | 164 | 301M | 39.4% | 25 / 45 | 54 / 27 | 18M | 15M |
| Q2 2024 | 168 | 299M | 39.1% | 25 / 52 | 45 / 21 | 25M | 23M |
| Q1 2024 | 168 | 298M | 38.9% | 24 / 53 | 60 / 22 | 29M | 12M |
| Q4 2023 | 169 | 281M | 36.7% | 31 / 48 | 51 / 40 | 124M | 46M |
| Q3 2023 | 181 | 204M | 26.7% | 33 / 58 | 55 / 42 | 56M | 30M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
72 funds held BTE in Q2 2026, 43% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BTE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis International Small Cap Value ETF | 14,912,027 | 1.95% | $52.88M | 0.37% | May 31, 2026 |
| Dfa International Small Cap Value Portfolio | 9,687,927 | 1.27% | $31.50M | 0.31% | Jul 31, 2026 |
| Vanguard Total International Stock Index Fund | 9,612,479 | 1.26% | $61.42M | 0.01% | Jul 31, 2026 |
| Vanguard Developed Markets Index Fund | 6,372,012 | 0.83% | $36.26M | 0.01% | Jun 30, 2026 |
| Dimensional International Small Cap Value ETF | 4,054,484 | 0.53% | $13.16M | 0.37% | Jul 31, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 3,943,300 | 0.52% | $11.15M | 0.15% | Jun 30, 2026 |
| T. Rowe Price New Era Fund | 3,758,300 | 0.49% | $10.63M | 0.53% | Jun 30, 2026 |
| The Canadian Small Company Series | 3,168,538 | 0.41% | $10.30M | 0.71% | Jul 31, 2026 |
| International Core Equity 2 Portfolio | 3,029,193 | 0.40% | $9.85M | 0.03% | Jul 31, 2026 |
| First Trust Natural Gas ETF | 3,005,930 | 0.39% | $12.02M | 2.04% | Jun 30, 2026 |
| International Small Cap Portfolio | 2,484,464 | 0.32% | $7.03M | 0.78% | Jun 30, 2026 |
| Vanguard Ftse All-World Ex-US Small-Cap Index Fund | 2,469,526 | 0.32% | $15.78M | 0.08% | Jul 31, 2026 |
| Avantis International Equity ETF | 2,103,617 | 0.27% | $7.46M | 0.06% | May 31, 2026 |
| Cambria Foreign Shareholder Yield ETF | 1,648,705 | 0.22% | $5.36M | 1.06% | Jul 31, 2026 |
| GMO Resources Fund | 1,638,300 | 0.21% | $8.01M | 0.61% | May 31, 2026 |
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Baytex Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 376,296 shares on Sep 15, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eric T. Greager Former President, CEO | Jul 23, 2026 | 110,000 | $471.90K | Jul 23, 2026 | Purchase |
| Eric T. Greager Former President, CEO | Jul 21, 2026 | 105,000 | $439.95K | Jul 21, 2026 | Purchase |
| Eric T. Greager Former President, CEO | May 29, 2026 | 159,000 | $780.69K | May 29, 2026 | Purchase |
| Eric T. Greager Former President, CEO | May 19, 2026 | 216,762 | $1.15M | May 19, 2026 | Purchase |
| Tiffany Thom Director | Mar 25, 2024 | 40,000 | $142.80K | Mar 25, 2024 | Merger |
| Tiffany Thom Director | Aug 2, 2023 | 30,000 | $118.50K | Aug 2, 2023 | merger from Ranger |
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