BAYTEX ENERGY CORP. - Common Shares (BTE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
BTE on NYSE
Shares outstanding
768,696,233
Price per share
$3.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
338,509,745
Total reported value
$1,095,039,345
% of total 13F portfolios
0.01%
Share change
+20,712,903
Value change
+$75,558,491
Number of holders
147
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BAYTEX ENERGY CORP. - Common Shares (BTE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Juniper Capital III GP, L.P. 9.7% $248,040,594 74,486,665 Edward Geiser 31 Dec 2025

As of 31 Dec 2025, 147 institutional investors reported holding 338,509,745 shares of BAYTEX ENERGY CORP. - Common Shares (BTE). This represents 44% of the company’s total 768,696,233 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BAYTEX ENERGY CORP. - Common Shares (BTE) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Juniper Capital Advisors, L.P. 12% 94,451,853 -6.7% 100% $305,079,485
Connor, Clark & Lunn Investment Management Ltd. 3.9% 29,652,066 +1301% 0.25% $95,922,086
VANGUARD GROUP INC 3.8% 29,449,680 +1.3% 0% $95,269,715
AMERICAN CENTURY COMPANIES INC 2% 15,193,883 +6.7% 0.02% $49,150,006
Encompass Capital Advisors LLC 1.8% 13,948,516 2.2% $45,053,707
D. E. Shaw & Co., Inc. 1.7% 13,013,404 -26% 0.03% $42,045,046
ALLIANCEBERNSTEIN L.P. 1.3% 10,335,366 +1.7% 0.01% $33,383,232
TD Asset Management Inc 1.3% 10,287,145 +176% 0.03% $33,321,119
Webs Creek Capital Management LP 1.3% 10,117,718 -8.3% 5.8% $32,680,229
INTACT INVESTMENT MANAGEMENT INC. 1.2% 8,868,370 +214% 0.82% $28,686,845
ROYAL BANK OF CANADA 1% 7,942,656 -35% 0% $25,654,000
RENAISSANCE TECHNOLOGIES LLC 0.69% 5,294,900 -42% 0.03% $17,102,527
BANK OF AMERICA CORP /DE/ 0.67% 5,124,683 +261% 0% $16,552,725
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.66% 5,103,473 -59% 0.05% $16,484,218
STATE OF WISCONSIN INVESTMENT BOARD 0.63% 4,843,898 0.04% $15,689,883
UBS Group AG 0.6% 4,622,532 -9.9% 0% $14,930,779
CIBC WORLD MARKET INC. 0.54% 4,178,822 -76% 0.02% $13,539,383
BANK OF MONTREAL /CAN/ 0.51% 3,912,634 +6.1% 0.01% $12,657,060
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.44% 3,406,762 +2.6% 0% $11,034,852
HITE Hedge Asset Management LLC 0.43% 3,311,203 0.68% $10,710,481
MORGAN STANLEY 0.41% 3,186,316 +35% 0% $10,291,800
FIRST TRUST ADVISORS LP 0.39% 3,010,245 -7.7% 0.01% $9,723,163
Thomist Capital Management, LP 0.39% 2,980,698 2.6% $9,657,462
MILLENNIUM MANAGEMENT LLC 0.33% 2,498,362 -81% 0.01% $8,079,035
PCJ Investment Counsel Ltd. 0.32% 2,483,638 2% $8,034,027

Institutional Holders of BAYTEX ENERGY CORP. - Common Shares (BTE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 338,509,745 $1,095,039,345 +$75,558,491 $3.23 147
2025 Q3 318,209,793 $745,390,788 -$30,820,172 $2.34 135
2025 Q2 233,781,687 $419,590,025 +$9,217,569 $1.79 141
2025 Q1 229,072,476 $510,890,633 +$81,700,295 $2.23 151
2024 Q4 190,957,204 $492,022,720 -$28,679,053 $2.58 152
2024 Q3 200,219,730 $595,937,110 +$5,709,984 $2.97 161
2024 Q2 197,131,959 $685,084,578 -$2,077,899 $3.48 163
2024 Q1 190,443,390 $690,145,592 +$63,725,628 $3.63 159
2023 Q4 276,556,306 $918,306,600 -$116,043,097 $3.32 166
2023 Q3 202,651,127 $893,312,746 +$122,268,383 $4.41 172
2023 Q2 177,106,907 $577,334,855 +$194,440,327 $3.26 184
2023 Q1 116,751,727 $438,054,544 +$433,065,269 $3.75 103
2022 Q4 1,314,600 $5,903,623 +$5,847,013 $4.50 3
2022 Q3 1,616 $7,000 -$5,637,000 $4.46 2
2022 Q2 1,162,846 $5,644,000 -$3,910,557 $4.74 2
2022 Q1 1,968,530 $8,576,000 -$15,749,404 $4.36 1
2021 Q4 5,686,150 $17,597,000 -$18,176,391 $3.09 2
2021 Q3 11,567,430 $31,469,000 +$27,684,333 $2.72 4
2021 Q2 1,391,330 $2,695,000 -$5,558,000 $1.92 4
2021 Q1 6,104,398 $7,891,000 +$7,388,442 $1.05 4
2020 Q4 551,712 $305,558 -$17,418,491 $0.55 13
2020 Q3 50,275,163 $17,613,687 -$13,813,738 $0.35 61
2020 Q2 76,755,920 $38,724,342 -$18,425,039 $0.50 70
2020 Q1 124,362,035 $29,256,178 -$25,971,099 $0.23 78
2019 Q4 136,245,531 $196,913,078 +$13,865,680 $1.44 92
2019 Q3 126,644,059 $187,520,786 +$15,569,883 $1.48 91
2019 Q2 108,884,997 $168,427,295 -$2,801,699 $1.54 93
2019 Q1 108,640,913 $184,136,086 -$35,630,874 $1.69 104
2018 Q4 129,080,332 $227,571,853 -$98,812,870 $1.76 107
2018 Q3 164,657,505 $478,570,299 +$258,863,514 $2.91 131
2018 Q2 73,890,530 $245,477,470 +$80,042,457 $3.33 113
2018 Q1 49,867,622 $136,568,572 +$2,518,866 $2.74 99
2017 Q4 48,739,553 $146,345,508 +$20,326,337 $3.00 105
2017 Q3 41,087,732 $123,898,769 +$660,901 $3.01 93
2017 Q2 40,006,330 $97,141,278 -$7,512,018 $2.43 92
2017 Q1 42,482,505 $144,974,056 -$65,267,332 $3.42 101
2016 Q4 59,512,525 $289,745,304 +$47,743,998 $4.88 101
2016 Q3 51,079,959 $216,268,676 -$37,703,765 $4.25 97
2016 Q2 59,080,605 $341,922,015 +$28,823,561 $5.79 112
2016 Q1 54,738,703 $216,904,936 -$58,204,083 $3.97 89
2015 Q4 77,006,017 $248,060,267 -$36,591,553 $3.24 116
2015 Q3 88,406,492 $284,085,755 -$378,028,129 $3.20 127
2015 Q2 98,935,331 $1,572,325,352 +$24,041,521 $15.58 122
2015 Q1 98,212,603 $1,552,337,100 +$264,061,898 $15.80 137
2014 Q4 83,627,732 $1,399,054,038 +$34,119,077 $16.62 148
2014 Q3 76,417,781 $2,897,645,569 +$8,258,538 $37.86 161
2014 Q2 76,032,719 $3,515,475,523 +$876,504,617 $46.15 175
2014 Q1 56,366,538 $2,328,108,892 +$172,835,651 $41.14 164