OCCIDENTAL PETE CORP (OXY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,182
Reporting holders
$43.5B
Reported value
83.1%
Of shares outstanding
7.3%
Held as options
-64
Holder change
Institutions report 831,130,618 shares against 999,637,371 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.
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 |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $12.9B | 264,941,431 | 4.30% | 18q | HELD |
| Dodge & Cox | $3.5B | 72,764,944 | 1.85% | 31q | -1.8%-$64.1M |
| BlackRock, Inc. | $2.7B | 55,855,049 | 0.04% | 8q | +6.1%+$156.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3B | 48,097,126 | 0.05% | 2q | +1.4%+$33.2M |
| STATE STREET CORP | $2.3B | 46,141,269 | 0.07% | 31q | +6.6%+$140.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 39,510,431 | 0.09% | 2q | +9.2%+$161.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $962.8M | 19,900,735 | 0.05% | 31q | +2.7%+$25.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $888.6M | 2,724,339 | 0.07% | 31q | +553.4%+$752.6M |
| Invesco Ltd. | $619.0M | 12,745,004 | 0.05% | 31q | +68.5%+$251.7M |
| MORGAN STANLEY | $594.5M | 12,240,048 | 0.03% | 35q | +11.5%+$61.4M |
| AQR CAPITAL MANAGEMENT LLC | $557.3M | 11,473,188 | 0.19% | 31q | +31.6%+$133.8M |
| CITADEL ADVISORS LLC | $544.2M | 2,291,616 | 0.06% | 31q | +183.6%+$352.3M |
| Bank of New York Mellon Corp | $517.0M | 10,643,916 | 0.08% | 31q | +84.8%+$237.2M |
| H&H International Investment, LLC | $498.4M | 10,261,500 | 2.61% | 11q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $487.0M | 10,026,694 | 0.09% | 31q | HELD |
| JANE STREET GROUP, LLC | $450.3M | 60,473 | 0.04% | 31q | -36.3%-$256.4M |
| Qube Research & Technologies Ltd | $329.5M | 5,585,331 | 0.31% | 12q | HELD |
| BANK OF AMERICA CORP /DE/ | $326.9M | 6,730,796 | 0.02% | 31q | HELD |
| NORTHERN TRUST CORP | $316.8M | 6,522,586 | 0.04% | 31q | HELD |
| Point72 Asset Management, L.P. | $303.9M | 5,193,668 | 0.34% | 16q | +93.8%+$147.1M |
| UBS Group AG | $298.1M | 3,825,633 | 0.04% | 31q | +25.5%+$60.5M |
| BNP PARIBAS FINANCIAL MARKETS | $291.6M | 3,871,511 | 0.10% | 31q | +122.3%+$160.5M |
| GOLDMAN SACHS GROUP INC | $284.2M | 5,622,427 | 0.02% | 31q | +21.0%+$49.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $279.8M | 5,760,317 | 0.04% | 31q | +2.2%+$6.1M |
| Sixth Street Partners Management Company, L.P. | $279.8M | 5,760,317 | 0.04% | new | NEW |
| IMC-Chicago, LLC | $249.6M | 460,480 | 0.06% | 19q | HELD |
| PeakShares LLC | $228.2M | 4,698 | 0.17% | 3q | +4.7%+$10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $225.7M | 4,647,331 | 0.04% | 31q | -4.6%-$10.9M |
| D. E. Shaw & Co., Inc. | $207.6M | 3,076,764 | 0.10% | 31q | +870.6%+$186.3M |
| VANGUARD FIDUCIARY TRUST CO | $198.8M | 4,093,322 | 0.04% | 2q | +0.8%+$1.6M |
| FMR LLC | $180.7M | 3,721,356 | 0.01% | 31q | -15.4%-$32.8M |
| TWO SIGMA INVESTMENTS, LP | $176.9M | 3,576,936 | 0.13% | 11q | +0.8%+$1.4M |
| JPMORGAN CHASE & CO | $175.1M | 2,596,088 | 0.01% | 31q | +36.7%+$47.0M |
| DANSKE BANK A/S | $174.2M | 3,587,419 | 0.34% | 10q | +9370.5%+$172.4M |
| Legal & General Group Plc | $168.9M | 3,476,632 | 0.04% | 31q | -10.3%-$19.5M |
| MILLENNIUM MANAGEMENT LLC | $166.4M | 2,277,245 | 0.06% | 31q | +15.7%+$22.6M |
| Assenagon Asset Management S.A. | $165.4M | 3,404,840 | 0.10% | 18q | +753.0%+$146.0M |
| Scharf Investments, LLC | $154.8M | 3,187,747 | 5.11% | 9q | -11.1%-$19.2M |
| Amundi | $150.5M | 3,098,454 | 0.04% | 21q | +4.0%+$5.8M |
| AMERICAN CENTURY COMPANIES INC | $142.6M | 2,934,962 | 0.06% | 31q | +45.7%+$44.7M |
| Smead Capital Management, Inc. | $140.4M | 2,889,985 | 3.01% | 20q | -6.6%-$10.0M |
| Walleye Trading LLC | $138.4M | 227,189 | 0.16% | 31q | HELD |
| Tidal Investments LLC | $134.4M | 2,065,731 | 0.23% | 25q | -7.0%-$10.2M |
| Nuveen, LLC | $118.0M | 2,429,524 | 0.03% | 6q | +5.8%+$6.5M |
| BARCLAYS PLC | $117.6M | 2,420,563 | 0.02% | 31q | -36.4%-$67.2M |
| Optiver Holding B.V. | $113.3M | 26,256 | 0.03% | 15q | +6121.8%+$111.5M |
| COOKE & BIELER LP | $107.8M | 2,219,769 | 1.25% | 10q | -0.7%-$806.0K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $106.1M | 2,183,837 | 0.36% | 3q | +78.2%+$46.5M |
| SIMPLEX TRADING, LLC | $105.2M | options only | 0.06% | 26q | OPTIONS |
| Swiss National Bank | $101.3M | 2,086,214 | 0.05% | 31q | -3.8%-$4.0M |
| DEUTSCHE BANK AG\ | $96.4M | 1,984,408 | 0.03% | 34q | -34.6%-$50.9M |
| WELLS FARGO & COMPANY/MN | $92.2M | 1,747,316 | 0.01% | 31q | -20.8%-$24.2M |
| Alyeska Investment Group, L.P. | $91.9M | 1,892,318 | 0.24% | 3q | +237.6%+$64.7M |
| Sourcerock Group LLC | $89.2M | 1,835,700 | 4.64% | 2q | +200.4%+$59.5M |
| CITIGROUP INC | $87.5M | 1,141,895 | 0.03% | 31q | -22.6%-$25.5M |
| AMERIPRISE FINANCIAL INC | $87.0M | 1,791,143 | 0.02% | 31q | +43.5%+$26.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $87.0M | 1,790,655 | 0.05% | 31q | +9.2%+$7.3M |
| Sumitomo Mitsui Trust Group, Inc. | $81.9M | 1,686,344 | 0.05% | 31q | HELD |
| HSBC HOLDINGS PLC | $81.8M | 1,380,387 | 0.03% | 31q | +17.0%+$11.9M |
| Adams Asset Advisors, LLC | $80.1M | 1,650,049 | 9.09% | 31q | -1.9%-$1.6M |
| Vanguard Global Advisers, LLC | $77.2M | 1,590,417 | 0.04% | 2q | +1.4%+$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $76.1M | 1,566,381 | 0.05% | 2q | +14.9%+$9.9M |
| FRANKLIN RESOURCES INC | $75.6M | 1,556,428 | 0.02% | 31q | +37.8%+$20.7M |
| Parallax Volatility Advisers, L.P. | $73.1M | 305,254 | 0.12% | 31q | -5.1%-$3.9M |
| Squarepoint Ops LLC | $68.7M | 541,572 | 0.08% | 31q | +548.0%+$58.1M |
| ROYAL BANK OF CANADA | $68.6M | 1,380,015 | 0.01% | 31q | -5.0%-$3.6M |
| California Public Employees Retirement System | $67.8M | 1,395,075 | 0.04% | 31q | +7.7%+$4.8M |
| GROUP ONE TRADING LLC | $64.8M | 16,086 | 0.09% | 29q | HELD |
| RAYMOND JAMES FINANCIAL INC | $63.7M | 1,312,047 | 0.02% | 7q | -46.9%-$56.4M |
| RHUMBLINE ADVISERS | $58.7M | 1,209,385 | 0.04% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $55.5M | 1,142,754 | 0.08% | new | NEW |
| National Pension Service | $55.5M | 1,141,883 | 0.04% | 31q | -1.4%-$795.2K |
| Encompass Capital Advisors LLC | $55.3M | 1,138,000 | 1.97% | 3q | +152.1%+$33.3M |
| BANK OF MONTREAL /CAN/ | $54.1M | 1,005,807 | 0.02% | 31q | -14.6%-$9.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $53.6M | 1,104,232 | 0.03% | 21q | +153.7%+$32.5M |
| FIRST TRUST ADVISORS LP | $53.6M | 1,103,577 | 0.03% | 31q | -32.6%-$25.9M |
| ALLIANCEBERNSTEIN L.P. | $50.2M | 772,444 | 0.02% | 31q | -1.7%-$852.7K |
| Balyasny Asset Management L.P. | $49.4M | 503,765 | 0.06% | 20q | -75.6%-$153.1M |
| TUDOR INVESTMENT CORP ET AL | $49.1M | 572,734 | 0.07% | 14q | +505.3%+$41.0M |
| Gotham Asset Management, LLC | $48.7M | 1,001,879 | 0.11% | 23q | +8.9%+$4.0M |
| NEUBERGER BERMAN GROUP LLC | $48.5M | 997,829 | 0.03% | 31q | +1.5%+$719.8K |
| Freestone Grove Partners LP | $42.9M | 883,909 | 0.28% | 2q | -23.1%-$12.9M |
| Life Cycle Investment Partners Ltd | $42.1M | 867,574 | 0.20% | 3q | +19.6%+$6.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $41.4M | 852,678 | 0.01% | 22q | +5.2%+$2.0M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40.5M | 833,612 | 0.07% | 32q | -1.2%-$512.4K |
| PRINCIPAL FINANCIAL GROUP INC | $39.9M | 821,124 | 0.02% | 31q | -1.6%-$660.4K |
| NORDEA INVESTMENT MANAGEMENT AB | $39.9M | 807,333 | 0.03% | 31q | +39.6%+$11.3M |
| Perigon Wealth Management, LLC | $39.1M | 805,578 | 0.62% | 32q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $38.8M | 797,965 | 0.01% | 31q | -6.4%-$2.6M |
| Swedbank AB | $38.5M | 792,639 | 0.03% | 4q | -1.7%-$655.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $36.9M | 760,394 | 0.05% | 8q | +70.4%+$15.3M |
| Tredje AP-fonden | $35.4M | 728,316 | 0.16% | 2q | -30.2%-$15.3M |
| TD Asset Management Inc | $34.6M | 713,272 | 0.03% | 31q | +47.5%+$11.2M |
| CAPITAL FUND MANAGEMENT S.A. | $33.8M | 286,513 | 0.15% | 31q | +147.8%+$20.1M |
| FEDERATED HERMES, INC. | $33.0M | 680,313 | 0.05% | 31q | +489.5%+$27.4M |
| Mariner, LLC | $31.7M | 653,421 | 0.03% | 23q | +18.3%+$4.9M |
| AVIVA PLC | $31.3M | 644,599 | 0.05% | 31q | +1.7%+$514.0K |
| HighTower Advisors, LLC | $31.3M | 643,975 | 0.03% | 31q | -5.1%-$1.7M |
| Rokos Capital Management LLP | $30.6M | 158,604 | 0.11% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $30.4M | 625,713 | 0.03% | 34q | +79.2%+$13.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G | BlackRock, Inc. | 5.2% |
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 | 1,182 | $43.5B | 831,130,618 | 121 | 438 | 338 | 7.3% |
| Q1 2026 | 1,246 | $56.6B | 793,376,408 | 268 | 395 | 328 | 8.9% |
| Q4 2025 | 1,064 | $34.5B | 760,115,066 | 93 | 278 | 404 | 9.4% |
| Q3 2025 | 1,097 | $39.2B | 758,274,797 | 122 | 321 | 366 | 8.6% |
| Q2 2025 | 1,066 | $34.4B | 747,112,769 | 96 | 448 | 298 | 8.7% |
| Q1 2025 | 1,126 | $39.4B | 737,725,846 | 112 | 429 | 317 | 7.7% |
| Q4 2024 | 1,133 | $39.2B | 713,384,118 | 104 | 331 | 416 | 10.0% |
| Q3 2024 | 1,126 | $40.7B | 717,070,050 | 119 | 404 | 359 | 9.2% |
| Q2 2024 | 1,135 | $49.2B | 710,020,145 | 88 | 404 | 346 | 9.0% |
| Q1 2024 | 1,139 | $52.8B | 727,636,110 | 113 | 375 | 344 | 10.5% |
| Q4 2023 | 1,116 | $46.4B | 694,732,309 | 107 | 352 | 356 | 10.6% |
| Q3 2023 | 1,047 | $49.2B | 681,913,002 | 103 | 323 | 335 | 10.1% |
| Q2 2023 | 1,028 | $44.1B | 676,635,036 | 97 | 310 | 346 | 9.7% |
| Q1 2023 | 1,020 | $48.1B | 714,190,452 | 128 | 333 | 310 | 7.7% |
| Q4 2022 | 954 | $46.6B | 671,082,029 | 119 | 297 | 287 | 9.3% |
| Q3 2022 | 1,121 | $49.1B | 716,553,425 | 165 | 352 | 345 | 10.2% |
| Q2 2022 | 1,072 | $47.9B | 734,320,947 | 185 | 370 | 301 | 9.7% |
| Q1 2022 | 993 | $47.9B | 753,528,948 | 267 | 257 | 291 | 10.8% |
| Q4 2021 | 817 | $22.5B | 697,197,351 | 85 | 218 | 251 | 10.1% |
| Q3 2021 | 772 | $21.8B | 671,467,177 | 80 | 228 | 261 | 8.9% |
| Q2 2021 | 765 | $22.5B | 661,056,559 | 114 | 199 | 241 | 8.1% |
| Q1 2021 | 734 | $18.7B | 658,179,212 | 105 | 203 | 248 | 6.6% |
| Q4 2020 | 698 | $12.7B | 644,824,987 | 84 | 148 | 286 | 11.6% |
| Q3 2020 | 675 | $6.8B | 622,631,250 | 59 | 145 | 307 | 7.9% |
| Q2 2020 | 739 | $12.8B | 640,565,468 | 94 | 173 | 339 | 8.2% |
| Q1 2020 | 818 | $8.7B | 695,301,873 | 97 | 282 | 321 | 6.7% |
| Q4 2019 | 1,058 | $31.4B | 716,458,662 | 95 | 305 | 460 | 5.9% |
| Q3 2019 | 1,086 | $33.8B | 712,727,220 | 160 | 521 | 289 | 6.1% |
| Q2 2019 | 1,071 | $36.4B | 679,080,799 | 119 | 380 | 408 | 6.0% |
| Q1 2019 | 1,139 | $41.5B | 619,831,368 | 101 | 429 | 380 | 1.1% |
| Q4 2018 | 1,118 | $40.2B | 643,833,133 | 11 | 18 | 22 | 1.5% |