HolderBook

RIO TINTO PLC (RIO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

49
Reporting holders
$19.8M
Reported value
0.2%
Calls
0.0%
Puts
-934
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$2.1M22,4410.01%16q+24.1%+$410.8K
Davis Capital Management$1.6M17,2400.97%11q-5.2%-$88.4K
Violich Capital Management, Inc.$1.5M16,2000.16%32qHELD
FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.4M15,2620.87%newNEW
SACKS & ASSOCIATES, LLC$1.1M11,4480.75%4qHELD
Dickmeyer Boyce Financial Management, Inc.$930.4K9,8800.48%3q-2.7%-$26.3K
Versant Capital Management, Inc$927.0K9,8440.08%11q+4.6%+$41.1K
Venture Visionary Partners LLC$920.1K9,7700.02%16qHELD
JUNCTURE WEALTH STRATEGIES, LLC$808.4K8,5850.21%5q+3.7%+$28.9K
Legacy Wealth Asset Management, LLC$778.4K8,2660.17%24qHELD
DIVERSIFIED MANAGEMENT INC$728.9K7,7400.13%newNEW
GAMMA Investing LLC$561.0K5,9570.02%12q+8.8%+$45.2K
Dorato Capital Management$496.6K5,3310.33%4qHELD
Quintet Private Bank (Europe) S.A.$480.3K5,1000.02%16q+82.1%+$216.6K
STEPH & CO$398.7K4,2340.10%5q+2.1%+$8.4K
Valeo Financial Advisors, LLC$342.7K3,6390.01%16qHELD
Monument Capital Management$333.8K3,5450.07%3q-1.4%-$4.9K
Castle Rock Wealth Management, LLC$329.9K3,4400.06%30q-7.1%-$25.1K
RIVERSEDGE ADVISORS, LLC$327.9K3,4820.04%3q+11.7%+$34.5K
Wedmont Private Capital$327.6K3,5100.01%11q+52.6%+$112.9K
Avidian Wealth Enterprises, LLC$313.2K3,3250.01%19q-59.3%-$456.8K
DKM Wealth Management, Inc.$306.1K3,2500.19%5qHELD
MOODY NATIONAL BANK TRUST DIVISION$287.2K3,0500.02%4q+16.2%+$40.0K
Plan A Wealth LLC$279.0K2,9620.10%4q+14.5%+$35.4K
TOMPKINS FINANCIAL CORP$226.0K2,4000.02%19qHELD
VISTA INVESTMENT PARTNERS LLC$216.9K2,3030.06%3qHELD
Montz Harcus Wealth Management LLC$216.6K2,3000.08%3qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$210.0K2,2300.00%2q-39.9%-$139.3K
Crumly & Associates Inc.$207.6K1,7040.04%newNEW
Rosenberg Matthew Hamilton$182.8K1,9410.03%26q+5.4%+$9.3K
EASTERN BANK$168.9K1,7940.00%9q+82.9%+$76.6K
Acropolis Investment Management, LLC$125.4K1,3320.01%3q-60.0%-$188.2K
ARMSTRONG ADVISORY GROUP, INC$123.6K1,3120.01%16q-5.4%-$7.1K
Grove Bank & Trust$89.8K9540.01%16qHELD
Coastline Trust Co$65.4K6950.01%9qHELD
TOTH FINANCIAL ADVISORY CORP$57.9K6150.01%32qHELD
GILPIN WEALTH MANAGEMENT, LLC$53.6K5690.04%4q+13.8%+$6.5K
Bank of New Hampshire$44.7K4750.01%19q+72.7%+$18.8K
Pacifica Partners Inc.$37.1K4000.01%20qHELD
AMERICAN NATIONAL BANK & TRUST$30.1K3200.00%11qHELD
Planning Strategies Inc.$28.3K3000.02%2q+20.0%+$4.7K
CoreCap Advisors, LLC$24.5K2600.00%9q-1.9%
Hickory Point Bank & Trust$18.8K2000.01%3qHELD
Retirement Wealth Solutions LLC$12.7K1350.01%8q-11.2%-$1.6K
MJT & Associates Financial Advisory Group, Inc.$6.0K640.00%5qHELD
Paladin Partners, LLC$5.7K600.00%2qHELD
GK Wealth Management LLC$4.4K470.00%newNEW
NEVILLE RODIE & SHAW INC$2.9K30,3250.19%32qHELD
Byrne Asset Management LLC$2.8K300.00%15qHELD
Trust Co$56560.00%4qHELD
Polaris Financial Partners$4410.00%newFIRST

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202649$19.8M209,947415100.2%
Q2 2026983$13.7B130,423,5521083602649.4%
Q1 2026953$13.5B129,141,23714731825510.6%
Q4 2025889$11.7B129,325,37112832919211.4%
Q3 2025772$9.4B127,253,5389229422010.3%
Q2 2025751$8.1B123,587,7796626126111.1%
Q1 2025789$9.0B136,721,7479329422511.0%
Q4 2024761$8.7B131,214,0746025025210.9%
Q3 2024771$10.7B133,802,0418224127811.1%
Q2 2024759$9.8B133,880,996813102089.7%
Q1 2024757$10.0B138,942,4618922725911.6%
Q4 2023782$11.5B136,169,2119122325811.5%
Q3 2023718$9.1B130,587,209612741959.2%
Q2 2023714$8.9B125,432,6876329620610.1%
Q1 2023727$10.2B134,626,47510126017810.8%
Q4 2022697$11.8B144,987,13810223618712.3%
Q3 2022640$8.0B131,430,6626723321110.0%
Q2 2022664$8.3B124,364,935732711738.9%
Q1 2022691$11.0B126,488,1341292691317.8%
Q4 2021612$9.3B114,467,9638421416717.4%
Q3 2021583$8.0B102,481,8875325514714.7%
Q2 2021621$9.5B100,164,7508225913311.5%
Q1 2021598$8.5B98,864,8141122131329.6%
Q4 2020539$7.8B94,795,0211021611238.1%
Q3 2020458$6.3B96,108,775711331388.2%
Q2 2020423$6.0B97,457,779691341257.8%
Q1 2020396$4.5B94,736,137481171434.8%
Q4 2019432$5.9B94,378,267591191284.9%
Q3 2019394$5.2B93,177,861281011607.1%
Q2 2019437$7.4B104,615,9506915612111.3%
Q1 2019417$7.2B109,798,956631021439.8%
Q4 2018395$5.2B100,640,88253147.0%