Northern Oil and Gas, Inc.
US ˙ NYSE ˙ US6655313079

SecurityNOG / Northern Oil and Gas, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,397,831 shares
Latest Disclosed Value $ 70,088,623
Morgan Stanley reports 5.97% increase in ownership of NOG / Northern Oil and Gas, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,397,831 shares of Northern Oil and Gas, Inc. (US:NOG) valued at $70,088,600 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,262,731 shares of Northern Oil and Gas, Inc.. This represents a change in shares of 5.97% during the quarter. The current value of the position is $50,306,494 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NORTHERN OIL & GAS COM 665531307 2,397,831 135,100 5.97 70,089 44.27 0.0042
2026-05-27 2025-12-31 13F/A-1 NORTHERN OIL & GAS COM 665531307 2,262,731 6,170 0.27 48,581 -13.19 0.0029
2026-02-13 2025-12-31 13F NORTHERN OIL & GAS COM 665531307 2,262,731 6,170 48,581 0.0029
2026-05-27 2025-09-30 13F/A-1 NORTHERN OIL & GAS COM 665531307 2,256,561 326,089 16.89 55,963 2.25 0.0034
2025-11-14 2025-09-30 13F NORTHERN OIL & GAS COM 665531307 2,256,561 326,089 55,963 0.0034
2025-08-15 2025-06-30 13F NORTHERN OIL & GAS COM 665531307 1,930,472 6,836 0.36 54,729 -5.89 0.0036
2025-05-15 2025-03-31 13F NORTHERN OIL & GAS COM 665531307 1,923,636 52,899 2.83 58,152 -16.35 0.0042
2025-05-15 2024-12-31 13F/A-1 NORTHERN OIL & GAS COM 665531307 1,870,737 240,622 14.76 69,517 20.43 0.0049
2025-02-14 2024-12-31 13F NORTHERN OIL & GAS COM 665531307 1,870,737 240,622 69,517 0.0049
2025-05-14 2024-09-30 13F/A-2 NORTHERN OIL & GAS COM 665531307 1,630,115 251,329 18.23 57,722 12.63 0.0042
2025-02-14 2024-09-30 13F/A-1 NORTHERN OIL & GAS COM 665531307 1,630,115 251,329 57,722 0.0042
2024-11-14 2024-09-30 13F NORTHERN OIL & GAS COM 665531307 1,630,115 251,329 57,722 0.0042
2025-05-14 2024-06-30 13F/A-2 NORTHERN OIL & GAS COM 665531307 1,378,786 115,274 9.12 51,250 2.22 0.0040
2024-10-17 2024-06-30 13F/A-1 NORTHERN OIL & GAS COM 665531307 1,378,786 115,274 51,250 0.0040
2024-08-14 2024-06-30 13F NORTHERN OIL & GAS COM 665531307 1,378,786 115,274 51,250 0.0040
2024-10-17 2024-03-31 13F/A-2 NORTHERN OIL & GAS COM 665531307 1,263,512 49,640 4.09 50,136 11.42 0.0040
2024-08-16 2024-03-31 13F/A-1 NORTHERN OIL & GAS COM 665531307 1,263,512 49,640 50,136 0.0005
2024-05-15 2024-03-31 13F NORTHERN OIL & GAS COM 665531307 1,263,512 49,640 50,136 0.0040
2024-08-16 2023-12-31 13F/A-1 NORTHERN OIL & GAS COM 665531307 1,213,872 15,162 1.26 44,998 -6.69 0.0040
2024-02-13 2023-12-31 13F NORTHERN OIL & GAS COM 665531307 1,213,872 15,162 44,998 0.0040
2023-11-15 2023-09-30 13F NORTHERN OIL & GAS COM 665531307 1,198,710 253,349 26.80 48,224 48.64 0.0049
2023-08-14 2023-06-30 13F NORTHERN OIL & GAS COM 665531307 945,361 -133,314 -12.36 32,445 -0.90 0.0032
2023-05-15 2023-03-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 1,078,675 190,751 21.48 32,738 19.63 0.0035
2023-02-14 2022-12-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 887,924 399,135 81.66 27,366 104.26 0.0031
2022-11-14 2022-09-30 13F NORTHERN OIL AND GAS INC MN COM 665531307 488,789 146,388 42.75 13,397 54.91 0.0018
2022-10-27 2022-06-30 13F/A-1 NORTHERN OIL AND GAS INC MN COM 665531307 342,401 114,730 50.39 8,648 34.73 0.0011
2022-08-15 2022-06-30 13F NORTHERN OIL AND GAS INC MN COM 665531307 342,401 114,730 8,648 0.0002
2022-10-27 2022-03-31 13F/A-1 NORTHERN OIL AND GAS INC MN COM 665531307 227,671 -8,058 -3.42 6,419 32.32 0.0009
2022-05-13 2022-03-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 227,671 -8,058 6,419 0.0009
2022-02-14 2021-12-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 235,729 141,965 151.41 4,851 141.70 0.0006
2021-11-15 2021-09-30 13F NORTHERN OIL AND GAS INC MN COM 665531307 93,764 -68,046 -42.05 2,007 -40.29 0.0003
2021-08-23 2021-06-30 13F/A-1 NORTHERN OIL AND GAS INC MN COM 665531307 161,810 -116,164 -41.79 3,361 0.12 0.0004
2021-08-16 2021-06-30 13F NORTHERN OIL AND GAS INC MN COM 665531307 161,810 -116,164 3,361 0.0001
2021-05-17 2021-03-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 277,974 60,758 27.97 3,357 76.41 0.0005
2021-02-16 2020-12-31 13F NORTHERN OIL AND GAS INC MN COM 665531307 217,216 201,061 1,244.57 1,903 1,946.24 0.0003
2020-11-13 2020-09-30 13F NORTHERN OIL AND GAS INC MN COM 665531307 16,155 16,155 93 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.