OR ROYALTIES INC. (OR)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
239
Reporting holders
$3.6B
Reported value
60.3%
Of shares outstanding
1.0%
Held as options
-3
Holder change
Institutions report 112,942,503 shares against 187,152,235 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | $581.0M | 18,366,141 | 4.39% | 5q | -5.6%-$34.6M |
| VAN ECK ASSOCIATES CORP | $350.6M | 11,085,785 | 0.21% | 6q | +5.9%+$19.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $230.9M | 7,293,395 | 0.28% | 5q | +3.3%+$7.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $175.4M | 5,537,686 | 0.00% | 2q | +0.9%+$1.6M |
| Tidal Investments LLC | $106.7M | 3,309,375 | 0.18% | 5q | +21.3%+$18.7M |
| Elliott Investment Management L.P. | $98.4M | 3,111,000 | 0.43% | 5q | HELD |
| PICTON MAHONEY ASSET MANAGEMENT | $97.6M | 3,091,096 | 0.72% | 5q | -7.5%-$7.9M |
| Invesco Ltd. | $83.2M | 2,630,233 | 0.01% | 5q | +23.9%+$16.0M |
| ROYAL BANK OF CANADA | $82.9M | 2,580,250 | 0.01% | 5q | -4.3%-$3.7M |
| MACKENZIE FINANCIAL CORP | $81.7M | 1,818,737 | 0.08% | 5q | -11.9%-$11.0M |
| Caisse de depot et placement du Quebec | $81.4M | 2,570,186 | 0.12% | 5q | +7.8%+$5.9M |
| NORGES BANK | $79.1M | 2,498,906 | 0.01% | 3q | HELD |
| SPROTT INC. | $77.1M | 2,438,086 | 2.45% | 5q | +3.2%+$2.4M |
| MORGAN STANLEY | $64.3M | 2,033,058 | 0.00% | 5q | +7.1%+$4.3M |
| TWO SIGMA INVESTMENTS, LP | $64.2M | 2,029,391 | 0.05% | 5q | -15.2%-$11.5M |
| FMR LLC | $62.2M | 1,963,673 | 0.00% | 5q | -40.5%-$42.3M |
| Verbena Value LP | $60.8M | 1,923,700 | 10.05% | 3q | +48.6%+$19.9M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $60.6M | 1,915,799 | 0.69% | 5q | +9.2%+$5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $58.8M | 1,859,294 | 0.11% | 5q | -3.9%-$2.4M |
| BANK OF MONTREAL /CAN/ | $58.2M | 1,829,980 | 0.02% | 5q | +25.2%+$11.7M |
| Verition Fund Management LLC | $53.0M | 1,674,974 | 0.13% | 5q | +95.1%+$25.8M |
| VANGUARD FIDUCIARY TRUST CO | $52.7M | 1,663,364 | 0.01% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $50.4M | 1,594,748 | 0.00% | 5q | +13.7%+$6.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $48.8M | 1,543,565 | 0.02% | 5q | -58.0%-$67.5M |
| Capital World Investors | $46.3M | 1,463,026 | 0.01% | 2q | +0.9%+$408.2K |
| BANK OF AMERICA CORP /DE/ | $35.9M | 1,133,733 | 0.00% | 5q | +12.5%+$4.0M |
| TD Asset Management Inc | $29.9M | 944,735 | 0.03% | 5q | +5.6%+$1.6M |
| Scheer, Rowlett & Associates Investment Management Ltd. | $26.3M | 832,658 | 1.89% | 5q | -0.9%-$246.6K |
| CITADEL ADVISORS LLC | $24.4M | 640,299 | 0.00% | 5q | -58.2%-$33.9M |
| DIMENSIONAL FUND ADVISORS LP | $24.0M | 758,370 | 0.00% | 5q | +11.9%+$2.5M |
| RENAISSANCE TECHNOLOGIES LLC | $23.9M | 754,302 | 0.03% | 5q | -3.7%-$917.3K |
| AQR CAPITAL MANAGEMENT LLC | $23.8M | 753,794 | 0.01% | 2q | +626.2%+$20.5M |
| Qube Research & Technologies Ltd | $22.1M | 698,906 | 0.02% | 5q | -38.7%-$14.0M |
| Amundi | $21.8M | 689,996 | 0.01% | 5q | -40.1%-$14.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $20.7M | 654,261 | 0.02% | 5q | +3.0%+$592.9K |
| Vanguard Global Advisers, LLC | $19.9M | 626,880 | 0.01% | 2q | +6.0%+$1.1M |
| U S GLOBAL INVESTORS INC | $18.4M | 580,723 | 1.77% | 5q | +8.6%+$1.5M |
| PRINCIPAL FINANCIAL GROUP INC | $17.6M | 557,090 | 0.01% | 5q | -25.9%-$6.2M |
| MILLENNIUM MANAGEMENT LLC | $16.8M | 530,774 | 0.01% | 3q | -54.3%-$19.9M |
| JANE STREET GROUP, LLC | $15.4M | 381,331 | 0.00% | 5q | -9.7%-$1.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.5M | 425,440 | 0.00% | 5q | +0.7%+$98.8K |
| Sixth Street Partners Management Company, L.P. | $13.5M | 425,440 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $13.1M | 414,337 | 0.02% | 5q | +45.6%+$4.1M |
| Federation des caisses Desjardins du Quebec | $12.3M | 396,974 | 0.04% | 5q | +1.9%+$232.7K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $12.0M | 378,834 | 0.08% | 5q | +136.3%+$6.9M |
| Boston Partners | $11.7M | 375,863 | 0.01% | 3q | -2.7%-$328.4K |
| Swiss National Bank | $11.6M | 368,730 | 0.01% | 5q | -1.5%-$180.0K |
| D. E. Shaw & Co., Inc. | $11.0M | 251,060 | 0.01% | 5q | +1957.9%+$10.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.9M | 342,877 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.7M | 130,032 | 0.00% | 5q | +10.0%+$979.5K |
| TORONTO DOMINION BANK | $10.6M | 334,237 | 0.01% | 5q | +18.2%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $10.6M | 333,977 | 0.00% | 5q | +2804.9%+$10.2M |
| AMERICAN CENTURY COMPANIES INC | $10.5M | 330,582 | 0.00% | 5q | +12.6%+$1.2M |
| Allspring Global Investments Holdings, LLC | $10.2M | 323,700 | 0.02% | 5q | HELD |
| Extract Advisors LLC | $9.3M | 295,316 | 2.61% | 3q | +90.1%+$4.4M |
| CIBC Asset Management Inc | $8.9M | 281,802 | 0.02% | 5q | +3.0%+$258.5K |
| Prescott Group Capital Management, L.L.C. | $7.8M | 248,000 | 0.68% | 5q | HELD |
| Cannell & Spears LLC | $7.7M | 243,512 | 0.14% | 5q | HELD |
| MONTRUSCO BOLTON INVESTMENTS INC. | $7.5M | 236,714 | 0.12% | 2q | -7.0%-$566.8K |
| MANNING & NAPIER ADVISORS LLC | $7.4M | 234,065 | 0.09% | 4q | -37.7%-$4.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.3M | 228,053 | 0.00% | 5q | +62.9%+$2.8M |
| 1832 Asset Management L.P. | $7.2M | 228,665 | 0.00% | 5q | -2.1%-$154.9K |
| Knoll Capital Management, LLC | $7.1M | 225,000 | 3.97% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $7.0M | 227,034 | 0.01% | 5q | +3.7%+$252.4K |
| TD Waterhouse Canada Inc. | $7.0M | 221,068 | 0.02% | 5q | -1.0%-$72.2K |
| BARCLAYS PLC | $6.6M | 207,441 | 0.00% | 5q | +76.4%+$2.8M |
| JPMORGAN CHASE & CO | $6.3M | 198,247 | 0.00% | 5q | -27.1%-$2.4M |
| Nuveen, LLC | $6.3M | 197,865 | 0.00% | 5q | -74.6%-$18.4M |
| Point72 Asset Management, L.P. | $6.2M | 186,443 | 0.01% | 3q | +94.4%+$3.0M |
| Oxbow Advisors, LLC | $6.2M | 194,720 | 0.50% | 2q | +101.8%+$3.1M |
| Clearbridge Investments, LLC | $6.1M | 193,221 | 0.01% | 5q | -0.9%-$53.4K |
| SummitTX Capital, L.P. | $5.9M | 185,716 | 0.15% | 2q | +3.7%+$208.3K |
| Legal & General Group Plc | $5.8M | 183,674 | 0.00% | 5q | -4.5%-$271.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.5M | 172,256 | 0.00% | 2q | -2.7%-$149.6K |
| LOUISBOURG INVESTMENTS INC. | $5.4M | 169,447 | 0.99% | 5q | -23.6%-$1.7M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $5.3M | 168,896 | 0.07% | 5q | +18.8%+$844.1K |
| BARD ASSOCIATES INC | $5.1M | 161,823 | 1.14% | 5q | -1.2%-$64.5K |
| UBS Group AG | $5.1M | 161,515 | 0.00% | 5q | -34.7%-$2.7M |
| GABELLI FUNDS LLC | $5.0M | 158,539 | 0.03% | 5q | HELD |
| Lane Generational LLC | $4.8M | 152,745 | 4.24% | 5q | -20.1%-$1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.7M | 149,857 | 0.00% | 2q | -0.6%-$30.7K |
| Public Sector Pension Investment Board | $4.4M | 140,578 | 0.01% | 4q | +101.4%+$2.2M |
| Russell Investments Group, Ltd. | $4.4M | 137,844 | 0.00% | 5q | -29.8%-$1.9M |
| SIG North Trading, ULC | $4.2M | 34,308 | 0.08% | 5q | +116.2%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 130,962 | 0.00% | 5q | -0.8%-$34.7K |
| Balyasny Asset Management L.P. | $3.8M | 120,488 | 0.00% | 3q | +635.1%+$3.3M |
| ALPS ADVISORS INC | $3.8M | 120,407 | 0.02% | 4q | +14.6%+$484.8K |
| State of Tennessee, Department of Treasury | $3.7M | 118,200 | 0.01% | 5q | -38.4%-$2.3M |
| Jupiter Topco LLC | $3.6M | 113,258 | 0.00% | new | FIRST |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3.6M | 112,208 | 0.01% | 5q | +31.6%+$853.6K |
| CANADA PENSION PLAN INVESTMENT BOARD | $3.3M | 103,700 | 0.00% | 3q | HELD |
| RICE HALL JAMES & ASSOCIATES, LLC | $3.1M | 98,504 | 0.15% | 5q | -5.1%-$167.8K |
| GUGGENHEIM CAPITAL LLC | $3.1M | 98,495 | 0.02% | 5q | -9.8%-$340.1K |
| IMC-Chicago, LLC | $2.9M | options only | 0.00% | 3q | OPTIONS |
| McAlvany Wealth Management LLC | $2.8M | 87,970 | 2.08% | 3q | +11.0%+$275.4K |
| Bridgewater Associates, LP | $2.7M | 84,698 | 0.01% | 2q | -9.4%-$279.2K |
| K2 PRINCIPAL FUND, L.P. | $2.5M | 80,000 | 0.19% | 2q | HELD |
| Canoe Financial LP | $2.5M | 79,732 | 0.03% | 2q | +51.7%+$859.2K |
| Genus Capital Management Inc. | $2.5M | 78,510 | 0.24% | 5q | -19.5%-$601.4K |
| HighTower Advisors, LLC | $2.5M | 77,951 | 0.00% | 5q | -1.3%-$31.3K |
Showing the largest 100 of 249 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 239 | $3.6B | 112,942,503 | 30 | 76 | 80 | 1.0% |
| Q1 2026 | 242 | $4.0B | 102,496,631 | 49 | 81 | 71 | 3.1% |
| Q4 2025 | 213 | $3.8B | 104,522,938 | 38 | 70 | 67 | 3.2% |
| Q3 2025 | 193 | $4.1B | 101,609,916 | 43 | 56 | 60 | 1.1% |
| Q2 2025 | 174 | $2.7B | 105,914,522 | 176 | 0 | 0 | 0.8% |
| Q1 2025 | 1 | $314.0K | 14,867,494 | 1 | 0 | 0 | 0.0% |