MNR

Mach Natural Resources LP Cross-source read$11.13 1.46%
EnergyCUSIP 55445L100· EOD Sep 18, 2026

Among active 13F managers last quarter, 7 opened and 10 added, while 7 reduced; the largest holder to move was Kayne Anderson Capital Advisors LP (−1.2%). Over the last 180 days, 1 insider sold and 2 insiders bought, a net -$66.8M in open-market trades.

Tracked 13F holders
60
23 in Q2 2026 filings
13F value (tracked)
$398.0M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
17 adding · 7 trimming
Insiders · Form 4 open-market, 180d
2 buying · 1 selling · -$66.8M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$11.13 1.46%3Y -39.3%
$10.21$13.03$15.85$18.66$21.48202320242025202697226310269815259810127101151012221243
Hover for who · click for detailEnd-of-day closing prices52w $10.80 – $14.91

Who owns MNR?

60 tracked 13F filers · ranked by shares held

60 tracked 13F filers disclose a position in MNR as of the latest SEC 13F filings, a combined $398.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Kayne Anderson Capital Advisors LP19.0M
$265.4M
−1.2%
Reduced · −228K sh
Q1 2026
2American Century Companies Inc2.4M
$33.0M
−7.4%
Reduced · −188K sh
Q1 2026
3Morgan Stanley1.2M
$16.6M
+11%
Added · +115K sh
Q1 2026
4Goldman Sachs Group Inc1.0M
$14.7M
−46%
Reduced · −877K sh
Q1 2026
5ING Groep NV1.0M
$14.2M
−0.6%
Reduced · −6K sh
Q1 2026
6First Trust Advisors LP498K
$7.0M
−7.7%
Reduced · −41K sh
Q1 2026
7Raymond James Financial Inc461K
$6.5M
+26%
Added · +96K sh
Q1 2026
8CIBC Bancorp USA Inc.426K
$6.0M
New
+426K sh
Q1 2026
9Peak6 LLC316K
$4.0M
New
+316K sh
Q2 2026
10&Partners242K
$3.1M
−8.5%
Reduced · −23K sh
Q2 2026
11Chicago Partners Investment Group LLC236K
$3.2M
−4.4%
Reduced · −11K sh
Q2 2026
12LPL Financial LLC193K
$2.7M
New
+193K sh
Q1 2026
13Citadel Advisors LLC192K
$2.4M
+188%
Added · +125K sh
Q2 2026
14Franklin Templeton Inc183K
$2.6M
−0.9%
Reduced · −2K sh
Q1 2026
15Strategic Financial Concepts, LLC149K
$1.9M
+45%
Added · +46K sh
Q2 2026
16Stifel Financial Corp140K
$2.0M
−40%
Reduced · −92K sh
Q1 2026
17Blair William & Co137K
$1.7M
+119%
Added · +74K sh
Q2 2026
18Hussman Strategic Advisors, Inc.105K
$1.3M
New
+105K sh
Q2 2026
19Signature Estate & Investment Advisors LLC100K
$1.3M
+100%
Added · +50K sh
Q2 2026
20Bramshill Investments, LLC87K
$1.1M
+74%
Added · +37K sh
Q2 2026
21Jane Street Group, LLC87K
$1.2M
−43%
Reduced · −65K sh
Q1 2026
22Envestnet Asset Management Inc50K
$700K
New
+50K sh
Q1 2026
23UBS Group AG47K
$664K
47×
Added · +46K sh
Q1 2026
24Tidal Investments LLC41K
$520K
+95%
Added · +20K sh
Q2 2026
25Rockefeller Capital Management L.P.36K
$507K
+31%
Added · +9K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MNR being bought or sold by institutions?

Last quarter, 7 funds opened a new position in MNR and 10 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
10
added to an existing position
Reduced
7
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MNR also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL24 funds$17.8B
Nvidia CorpNVDA23 funds$32.6B
Microsoft CorpMSFT23 funds$23.7B
Apple IncAAPL23 funds$23.6B
Amazon.com IncAMZN23 funds$20.2B
Alphabet Inc-CL CGOOG23 funds$10.0B
Meta Platforms Inc-Class AMETA23 funds$9.7B
Enterprise Products PartnersEPD23 funds$1.1B
Broadcom IncAVGO22 funds$14.0B
Eli Lilly & CoLLY22 funds$7.5B
JPMorgan Chase & CoJPM22 funds$7.0B
Tesla IncTSLA22 funds$6.3B

Ranked by how many of MNR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MNR.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$4.4M
2 insiders
Sells · 180d
$71.2M
1 insider
Net · 180d
-$66.8M
7 open-market transactions
DateInsiderRoleActionSharesValue
Sep 15, 2026McMullen William WallaceDirector, 10% OwnerBuy (P)
2 lots, same day
35K$389K
Sep 14, 2026Ward Tom L.See Remarks, Director, 10% OwnerBuy (P)172K$2.0M
Apr 13, 2026Ward Tom L.See Remarks, Director, 10% OwnerBuy (P)
2 lots, same day
153K$2.0M
Apr 8, 2026IKAV General Partner S.a r.l.10% OwnerSell (S)
2 lots, same day
5.6M$71.2M
Mar 23, 2026McMullen William WallaceDirector, 10% OwnerBuy (P)3K$44K
Mar 20, 2026McMullen William WallaceDirector, 10% OwnerBuy (P)3K$35K
Mar 20, 2026Burn ChristopherDirectorBuy (P)1K$14K
Mar 19, 2026Burn ChristopherDirectorBuy (P)1K$14K
Mar 19, 2026McMullen William WallaceDirector, 10% OwnerBuy (P)4K$50K
Dec 9, 2025Bayou City Energy Management Llc10% OwnerBuy (P)18K$216K
Dec 8, 2025Bayou City Energy Management Llc10% OwnerBuy (P)13K$157K
Nov 26, 2025Ward Tom L.See Remarks, Director, 10% OwnerBuy (P)40K$465K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2414
Insiders
Form 4 open-market
21-$66.8M
US House
STOCK Act trades
00$0
Sector rotation
MNR is in Energy, which smart money is rotating OUT OF
$10.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

23 tracked filers in Q2 2026 filingsstill filing
02753Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $19.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MNR

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Ask your agent what changed in MNR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MNR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MNR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MNR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.