InvestorLens

NOG — NORTHERN OIL & GAS INC

Energy

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying NOG?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
65
Macro Tailwind
Macro conditions are mixed for this sector
46
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their NOG position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 46/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Howard Marks)
  • +5 tracked investors reported holding NOG at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About NORTHERN OIL & GAS INC (NOG)

NORTHERN OIL & GAS INC (NOG) appears in the most recent 13F filings of 5 tracked institutional investors. NORTHERN OIL & GAS INC is classified in the Energy sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $68M. Across recent filings, tracked investors recorded 4 new positions, 5 increased, 4 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NOG

53
/100
Mixed Activity
Added / Increased9
Reduced4
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track NOG

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

NOG Ownership Composition

How NORTHERN OIL & GAS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
82% of tracked value
Institutions
5
tracked investors
Total Reported
$81.7M
combined 13F value
Types3
  • Multi-Strategy / Quant82.4%
  • Macro12.2%
  • Value & Distressed5.4%
Multi-Strategy / Quant(3)
82.4%
Macro(1)
12.2%
Value & Distressed(1)
5.4%

Tracked investors currently reporting NOG

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.3M
    Value
    $41.8M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.3M
    Value
    $23.6M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    108K
    Value
    $2M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    549.3K
    Value
    $10M
    % Portfolio
    0.01%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    4.6M
    Value
    $4.4M
    % Portfolio
    0.06%

Previously held NOG

These investors reported NOG in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates285.2K$8.6MMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold NOG?
5 tracked institutional investors disclosed a position in NOG (NORTHERN OIL & GAS INC) in their most recent 13F filing.
Who is the largest institutional holder of NOG?
Izzy Englander, Millennium Management, holds the largest disclosed position in NOG, valued at $68M.
Did institutional ownership of NOG increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 5 increased, 4 reduced, and 4 fully exited NOG.
What sector is NOG in?
NORTHERN OIL & GAS INC is classified in the Energy GICS sector.
Where does this NOG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.