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PHX Minerals (PHX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PHX Minerals (NYSE:PHX)

Current
Institutional Ownership
Percentage
38.19%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$3.61M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.55M
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PHX Institutional Buying and Selling by Quarter

PHX Minerals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.54,134$214K0.0%+226.2%0.143%
5/19/2025Jane Street Group LLC119,829$473K0.0%+165.3%0.316%
5/16/2025 Empowered Funds LLC144,520$571K0.0%+6.9%0.381%
5/16/2025Goldman Sachs Group Inc.54,134$214K0.0%+226.2%0.143%
5/16/2025Punch & Associates Investment Management Inc.1,582,234$6.25M0.4%-35.3%4.172%
5/16/2025Edenbrook Capital LLC3,606,085$14.24M4.2%+0.8%9.509%
5/16/2025Ancora Advisors LLC465,427$1.84M0.0%-1.3%1.227%
5/15/2025Cubist Systematic Strategies LLC6,861$27K0.0%N/A0.018%
5/15/2025OMERS ADMINISTRATION Corp19,500$77K0.0%N/A0.051%
5/13/2025Robotti Robert17,177$68K0.0%+19.7%0.045%
5/13/2025Russell Investments Group Ltd.465,389$1.84M0.0%+3.5%1.227%
5/6/2025 Y Intercept Hong Kong Ltd31,108$123K0.0%+17.5%0.082%
4/29/2025 Bank of New York Mellon Corp227,678$899K0.0%-2.7%0.600%
4/23/2025 Oppenheimer Asset Management Inc.19,674$78K0.0%+33.5%0.052%
2/28/2025 Total Wealth Planning & Management Inc.18,100$72K0.1%N/A0.048%
2/17/2025Bridgeway Capital Management LLC411,444$1.65M0.0%+2.4%1.098%
2/17/2025Balyasny Asset Management L.P.21,387$86K0.0%N/A0.057%
2/17/2025Bank of America Corp DE35,636$143K0.0%+14.3%0.095%
2/17/2025Ancora Advisors LLC471,544$1.89M0.0%-4.7%1.258%
2/14/2025Jane Street Group LLC45,162$181K0.0%N/A0.120%
2/14/2025Schonfeld Strategic Advisors LLC36,600$146K0.0%N/A0.098%
2/14/2025RBF Capital LLC569,860$2.28M0.1%-11.9%1.520%
2/14/2025Stifel Financial Corp44,300$177K0.0%-5.8%0.118%
2/14/2025Dimensional Fund Advisors LP1,814,060$7.26M0.0%+5.0%4.840%
2/13/2025Cerity Partners LLC24,579$93K0.0%-26.7%0.066%
2/13/2025Russell Investments Group Ltd.449,798$1.80M0.0%-13.3%1.200%
2/12/2025 Geode Capital Management LLC295,501$1.18M0.0%-2.3%0.788%
2/12/2025Arrowstreet Capital Limited Partnership52,637$211K0.0%N/A0.140%
2/11/2025 Truffle Hound Capital LLC290,000$1.16M0.4%N/A0.774%
2/4/2025 Bank of New York Mellon Corp233,967$936K0.0%-17.9%0.624%
2/4/2025 Y Intercept Hong Kong Ltd26,470$106K0.0%N/A0.071%
1/28/2025 Empowered Funds LLC135,164$541K0.0%+4.9%0.361%
11/19/2024Barclays PLC10,960$37K0.0%N/A0.029%
11/16/2024 Geode Capital Management LLC302,568$1.02M0.0%+12.0%0.807%
11/15/2024Barclays PLC10,960$37K0.0%N/A0.029%
11/15/2024Stifel Financial Corp47,050$159K0.0%-39.3%0.126%
11/15/2024Point72 Asia Singapore Pte. Ltd.13,009$44K0.0%N/A0.035%
11/6/2024 Empowered Funds LLC128,844$435K0.0%+5.4%0.344%
11/2/2024 Mesirow Financial Investment Management Inc.46,972$159K0.0%-17.9%0.125%
10/29/2024 James Investment Research Inc.15,500$52K0.0%+40.9%0.041%
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8/9/2024Dimensional Fund Advisors LP1,631,869$5.32M0.0%+5.0%4.357%
8/8/2024 Oppenheimer Asset Management Inc.12,288$40K0.0%N/A0.033%
8/1/2024 Ritholtz Wealth Management30,761$100K0.0%+36.5%0.082%
7/26/2024 Meixler Investment Management Ltd.17,538$57K0.0%N/A0.047%
5/16/2024Ancora Advisors LLC491,418$1.68M0.0%+52.6%1.312%
5/16/2024Robotti Robert14,356$49K0.0%-42.8%0.038%
5/13/2024O Shaughnessy Asset Management LLC61,538$210K0.0%-25.5%0.164%
5/8/2024Russell Investments Group Ltd.296,934$1.01M0.0%+48.4%0.793%
5/7/2024 Empowered Funds LLC113,458$387K0.0%+8.2%0.303%
4/26/2024 Mesirow Financial Investment Management Inc.57,068$195K0.0%-23.2%0.152%
4/22/2024 PFG Investments LLC24,151$82K0.0%N/A0.064%
4/19/2024 Mesirow Financial Investment Management Inc.57,068$195K1.0%-23.2%0.152%
2/14/2024Invenomic Capital Management LP276,700$891K0.0%-4.2%0.748%
2/5/2024Victory Capital Management Inc.26,225$84K0.0%N/A0.071%
1/26/2024Cerity Partners LLC24,569$79K0.0%N/A0.066%
1/18/2024 Ritholtz Wealth Management35,438$114K0.0%+220.4%0.096%
11/14/2023Perritt Capital Management Inc.93,115$339K0.2%+10.7%0.252%
11/14/2023Ancora Advisors LLC321,948$1.17M0.0%+1.5%0.870%
11/14/2023O Shaughnessy Asset Management LLC28,614$104K0.0%N/A0.077%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.83,461$304K0.0%-10.4%0.226%
11/6/2023 Mesirow Financial Investment Management Inc.74,260$270K1.2%N/A0.201%
10/26/2023Punch & Associates Investment Management Inc.1,161,045$4.23M0.3%+16.7%3.138%
10/24/2023 Bank of New York Mellon Corp281,146$1.02M0.0%+1.5%0.760%
10/13/2023 Ritholtz Wealth Management11,060$40K0.0%N/A0.030%
8/14/2023Invenomic Capital Management LP276,396$862K0.0%-19.7%0.747%
8/7/2023 Acadian Asset Management LLC12,802$39K0.0%-92.6%0.035%
8/3/2023 Atria Wealth Solutions Inc.10,000$31K0.0%-33.3%0.027%
7/31/2023 Requisite Capital Management LLC58,578$183K0.0%N/A0.158%
7/27/2023EA Series Trust87,733$274K0.0%N/A0.237%
5/12/2023Robotti Robert54,593$143K0.0%+10.9%0.150%
5/12/2023Perritt Capital Management Inc.84,143$220K0.1%N/A0.230%
5/11/2023 Acadian Asset Management LLC173,143$452K0.0%-50.6%0.474%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.111,676$293K0.0%-22.0%0.306%
5/9/2023 RFG Advisory LLC35,135$92K0.0%+47.0%0.096%
5/9/2023Russell Investments Group Ltd.173,303$454K0.0%N/A0.475%
5/1/2023Virtu Financial LLC19,602$51K0.0%N/A0.054%
3/3/2023Robotti Robert49,236$192K0.0%-61.9%0.135%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.143,180$557K0.0%+8.2%0.392%
2/9/2023 HighTower Advisors LLC101,005$393K0.0%N/A0.277%
1/30/2023 James Investment Research Inc.11,000$43K0.0%N/A0.030%
11/10/2022Edenbrook Capital LLC5,249,095$17.01M4.4%+2.5%14.408%
11/10/2022 RFG Advisory LLC23,198$95K0.0%N/A0.064%
11/7/2022Virtu Financial LLC15,347$50K0.0%N/A0.042%
11/4/2022Cowa LLC9,030$29K0.0%N/A0.025%
10/6/2022 Founders Capital Management8,000$26K0.0%+60.0%0.022%
8/12/2022PEAK6 Investments LLC14,133$43K0.0%-85.5%0.039%
8/12/2022Edenbrook Capital LLC5,122,071$15.57M4.3%+0.5%14.059%
8/11/2022 Cetera Investment Advisers21,144$64K0.0%N/A0.060%
8/10/2022Mackenzie Financial Corp12,290$37K0.0%N/A0.035%
8/8/2022Walleye Capital LLC30,000$91K0.0%N/A0.085%
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5/16/2022Robotti Robert129,059$395K0.1%-79.2%0.366%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.129,419$396K0.0%+35.9%0.375%
4/22/2022 Mraz Amerine & Associates Inc.15,756$48K0.0%N/A0.046%
2/16/2022SG3 Management LLC75,110$163K0.0%-130.3%0.218%
2/11/2022Edenbrook Capital LLC5,094,571$11.06M1.6%+3.3%14.775%
2/10/2022 Connor Clark & Lunn Investment Management Ltd.95,243$207K0.0%+40.3%0.276%
11/16/2021Squarepoint Ops LLC55,173$169K0.0%-24.7%0.181%
11/16/2021Two Sigma Advisers LP319,900$979K0.0%+19.1%1.052%
11/16/2021Two Sigma Investments LP230,308$705K0.0%+25.2%0.758%
11/15/2021Marshall Wace LLP106,751$327K0.0%+51.8%0.351%
(Data available from 1/1/2016 forward)

PHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHX shares?

During the previous two years, 37 institutional investors and hedge funds held shares of PHX Minerals. The most heavily invested institutionals were Edenbrook Capital LLC ($14.24M), Dimensional Fund Advisors LP ($7.26M), Punch & Associates Investment Management Inc. ($6.25M), RBF Capital LLC ($2.28M), Ancora Advisors LLC ($1.84M), Russell Investments Group Ltd. ($1.84M), and Bridgeway Capital Management LLC ($1.65M).Learn more on PHX Minerals' institutional investors.

What percentage of PHX Minerals' stock is owned by institutional investors?

38.19% of PHX Minerals' stock is owned by institutional investors. Learn more on PHX's institutional investor holdings.

Which institutional investors have been buying PHX Minerals' stock?

Of the 33 institutional investors that purchased PHX Minerals' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truffle Hound Capital LLC ($290K), Ancora Advisors LLC ($174.20K), Punch & Associates Investment Management Inc. ($165.88K), Dimensional Fund Advisors LP ($164.06K), Jane Street Group LLC ($119.83K), Russell Investments Group Ltd. ($112.49K), and Goldman Sachs Group Inc. ($75.07K).

How much institutional buying is happening at PHX Minerals?

Institutional investors have bought a total of 916,840 shares in the last 24 months. This purchase volume represents approximately $3.61M in transactions.

Which of PHX Minerals' major shareholders have been selling company stock?

Of the 9 institutional investors that sold PHX Minerals' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Punch & Associates Investment Management Inc. ($861.65K), RBF Capital LLC ($77.28K), Russell Investments Group Ltd. ($69.20K), Bank of New York Mellon Corp ($57.36K), Stifel Financial Corp ($33.25K), Ancora Advisors LLC ($29.42K), and Mesirow Financial Investment Management Inc. ($10.22K).

How much institutional selling is happening at PHX Minerals?

Institutional investors have sold a total of 1,154,388 shares in the last 24 months. This volume of shares sold represents approximately $4.55M in transactions.


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This page (NYSE:PHX) was last updated on 8/13/2025 by MarketBeat.com Staff
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