Tamboran Resources Corp (TBN) — Institutional Holders, Q2 2026

96 institutional investment managers reported a TBN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $419.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

TBN in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

48

Added to

31

Trimmed

7

Sold out

10

Biggest buyers

  1. HITE Hedge Asset ManagementAdded · +805,489 sh+$26.2M
  2. Cinctive Capital ManagementAdded · +553,315 sh+$18.0M
  3. REAVES W HAdded · +445,001 sh+$14.5M
  4. HighTower AdvisorsAdded · +409,218 sh+$13.3M
  5. Alyeska Investment Group, L.P.New · +271,242 sh+$8.8M

Biggest sellers

  1. Encompass Capital AdvisorsSold out · -713,698 sh-$23.2M
  2. Zimmer PartnersSold out · -91,480 sh-$3.0M
  3. MILLENNIUM MANAGEMENTSold out · -47,149 sh-$1.5M
  4. CLOUGH CAPITAL PARTNERS L PSold out · -46,881 sh-$1.5M
  5. SCS Capital ManagementTrimmed · -40,538 sh-$1.3M

TBN 13F holders ranked 1–96 of 96

Institutional investors reporting a position in Tamboran Resources Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
HITE Hedge Asset Management#1 · 2,881,804 sh$93.7M+38.8%
GILDER GAGNON HOWE#2 · 1,091,386 sh$35.5M+29.8%
Alberta Investment Management#3 · 858,680 sh$27.9M0.0%
Cinctive Capital Management#4 · 655,326 sh$21.3M+542.4%
Yaupon Capital Management#5 · 623,534 sh$20.3M+16.5%
REAVES W H#6 · 615,001 sh$20.0M+261.8%
INGALLS & SNYDER#7 · 504,497 sh$16.4M+48.6%
HighTower Advisors#8 · 456,751 sh$14.8M+860.9%
Ancient Art, L.P.#9 · 437,142 sh$14.2M0.0%
UBS Group AG#10 · 433,958 sh$14.1M-7.3%
CITADEL ADVISORS#11 · 398,144 sh$12.9M+171.4%
Merewether Investment Management#12 · 294,477 sh$9.6M+327.5%
Aventail Capital Group#13 · 279,162 sh$9.1M+86.4%
Alyeska Investment Group, L.P.#14 · 271,242 sh$8.8MNew
TWO SIGMA INVESTMENTS#15 · 252,249 sh$8.2M+64.9%
MANUFACTURERS LIFE INSURANCE COMPANY, THE#16 · 248,270 sh$8.0M+4.4%
COHEN & STEERS#17 · 226,203 sh$7.4M+65.0%
MARSHALL WACE, LLP#18 · 202,841 sh$6.6M+78.8%
MACQUARIE GROUP LTD#19 · 178,103 sh$5.8M+31.7%
SCS Capital Management#20 · 159,333 sh$5.2M-20.3%
COOPER INVESTORS PTY LTD#21 · 155,479 sh$5.1M+514.0%
FRANKLIN RESOURCES#22 · 129,800 sh$4.2M+22.3%
Hudson Bay Capital Management#23 · 104,007 sh$3.4MNew
Ghisallo Capital Management#24 · 100,000 sh$3.3MNew
BANK OF AMERICA#25 · 90,383 sh$2.9M+69.3%
JANE STREET GROUP#26 · 80,802 sh$2.6MNew
Zweig-DiMenna Associates#27 · 80,500 sh$2.6MNew
Ranger Investment Management, L.P.#28 · 80,248 sh$2.6MNew
Longaeva Partners L.P.#29 · 75,451 sh$2.5MNew
BlackRock#30 · 68,011 sh$2.2M+6262.1%
Arbiter Partners Capital Management#31 · 67,212 sh$2.2M0.0%
Russell Investments Group, Ltd.#32 · 53,408 sh$1.7MNew
Swiss National Bank#33 · 52,200 sh$1.7MNew
READYSTATE ASSET MANAGEMENT#34 · 44,147 sh$1.4M+231.9%
WELLINGTON MANAGEMENT GROUP LLP#35 · 42,814 sh$1.4MNew
CI INVESTMENTS#36 · 42,131 sh$1.4MNew
XTX Topco Ltd#37 · 40,971 sh$1.3M+303.3%
STATE STREET#38 · 32,072 sh$1.0MNew
Quadrature Capital Ltd#39 · 31,453 sh$1.0M-4.3%
AMERICAN CENTURY COMPANIES#40 · 28,503 sh$926.6K+71.8%
Walleye Capital#41 · 27,100 sh$881.0K+239.5%
BANK OF MONTREAL#42 · 24,070 sh$831.6KNew
BNP PARIBAS FINANCIAL MARKETS#43 · 25,136 sh$817.2K+451.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#44 · 24,685 sh$802.5KNew
GOLDMAN SACHS GROUP#45 · 23,565 sh$766.1K+32.5%
MANGROVE PARTNERS IM#46 · 20,688 sh$672.6KNew
VANGUARD ASSET MANAGEMENT, Ltd#47 · 20,393 sh$663.0KNew
MORGAN STANLEY#48 · 19,233 sh$625.3K-53.1%
Atom Investors#49 · 18,690 sh$607.6K+3.8%
State of Wyoming#50 · 16,363 sh$532.0K+25.1%
NORTHERN#51 · 15,987 sh$519.7KNew
Legal & General Group Plc#52 · 15,642 sh$508.5KNew
Black Diamond Financial#53 · 13,500 sh$438.9KNew
Neuberger Berman Group#54 · 13,085 sh$425.4KNew
LPL Financial#55 · 10,563 sh$343.4KNew
JPMORGAN CHASE#56 · 10,723 sh$342.8KNew
Ascent Group#57 · 10,299 sh$334.8KNew
Savant Capital#58 · 9,668 sh$314.3KNew
Jupiter Topco#59 · 9,200 sh$298.7K—
RAYMOND JAMES FINANCIAL#60 · 9,053 sh$294.3K0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#61 · 8,754 sh$284.6KNew
ROYAL BANK OF CANADA#62 · 8,485 sh$276.0K+2535.1%
KLP KAPITALFORVALTNING AS#63 · 8,300 sh$269.8KNew
Engineers Gate Manager#64 · 7,453 sh$242.3KNew
ADAGE CAPITAL PARTNERS GP, L.L.C.#65 · 7,348 sh$238.9KNew
SEI INVESTMENTS#66 · 7,245 sh$235.5K-31.1%
Merit Financial Group#67 · 6,725 sh$218.6KNew
Kings Path Partners#68 · 5,580 sh$181.4KNew
Vanguard Investments Australia, Ltd.#69 · 5,196 sh$168.9KNew
SkyView Investment Advisors#70 · 3,088 sh$100.0K-49.3%
BALYASNY ASSET MANAGEMENT L.P.#71 · 2,868 sh$93.2KNew
Colonial Advisors#72 · 2,250 sh$73.1K0.0%
Avalon#73 · 1,350 sh$43.9KNew
DEUTSCHE BANK AG\#74 · 1,285 sh$41.8KNew
TD Waterhouse Canada#75 · 1,245 sh$38.8K+2.9%
Quantbot Technologies#76 · 1,191 sh$38.7KNew
OSAIC#77 · 739 sh$24.0K+111.1%
WELLS FARGO & COMPANY#78 · 684 sh$22.2K+71.0%
Nykredit A/S#79 · 643 sh$20.9K—
CITIGROUP#80 · 607 sh$19.7KNew
Stone House Investment Management#81 · 486 sh$15.8KNew
UMB Bank, n.a.#82 · 400 sh$13.0K0.0%
Larson Financial Group#83 · 272 sh$8.8KNew
Financial Management Professionals#84 · 250 sh$8.1K-50.0%
Centerpoint Advisors#85 · 250 sh$8.0K0.0%
JONES FINANCIAL COMPANIES LLLP#86 · 165 sh$5.3K0.0%
Silver Grove Financial Group#87 · 157 sh$5.1KNew
NISA INVESTMENT ADVISORS#88 · 111 sh$3.6KNew
Ameritas Advisory Services#89 · 65 sh$2.1KNew
SRS Capital Advisors#90 · 47 sh$1.5KNew
Allworth Financial#91 · 38 sh$1.2KNew
Federation des caisses Desjardins du Quebec#92 · 13 sh$423.00New
Caitong International Asset Management , Ltd#93 · 8 sh$260.00New
EverSource Wealth Advisors#94 · 3 sh$98.00New
Clearstead Advisors#95 · 2 sh$66.00New
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#96 · 28,890 sh—New

Funds that sold out of TBN in Q2 2026 (10)

Held TBN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held TBN in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Encompass Capital Advisors713,698 sh$35.7M
Zimmer Partners91,480 sh$4.6M
MILLENNIUM MANAGEMENT47,149 sh$2.4M
CLOUGH CAPITAL PARTNERS L P46,881 sh$2.3M
Manatuck Hill Partners20,425 sh$1.0M
XY Capital Ltd9,227 sh$461.3K
Squarepoint Ops5,228 sh$261.3K
Janney Montgomery Scott4,800 sh$240.0K
BARCLAYS PLC1,861 sh$93.0K
Rachor Investment Advisory Services66 sh$3.3K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.