| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 60.8M | $3.77B | +1.2% | 6.525% | 0.08% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 31.3M | $1.96B | +3.2% | 3.353% | 0.10% |
| 6 | BANK OF AMERICA CORP /DE/ | 19.1M | $1.18B | +10.3% | 2.050% | 0.08% |
| 7 | MORGAN STANLEY | 14.4M | $894.7M | -5.3% | 1.549% | 0.05% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 13.5M | $835.2M | +3.5% | 1.446% | 0.15% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.1M | $809.8M | +7.2% | 1.401% | 0.11% |
| 10 | NORGES BANK | 13.0M | $804.1M | — | 1.392% | 0.08% |
| 11 | RAYMOND JAMES FINANCIAL INC | 12.1M | $747.4M | -0.2% | 1.294% | 0.20% |
| 12 | GOLDMAN SACHS GROUP INC | 12.0M | $745.7M | +176.9% | 1.291% | 0.06% |
| 13 | PARNASSUS INVESTMENTS, LLC | 11.6M | $721.2M | -17.7% | 1.248% | 1.93% |
| 14 | NORTHERN TRUST CORP | 11.1M | $685.8M | -3.6% | 1.187% | 0.08% |
| 15 | Legal & General Group Plc | 10.4M | $643.3M | -1.5% | 1.114% | 0.13% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 10.4M | $641.6M | +22051.5% | 1.110% | 0.12% |
| 17 | FMR LLC | 9.6M | $595.7M | +8.0% | 1.031% | 0.03% |
| 18 | APG Asset Management US Inc. | 8.9M | $551.5M | -0.2% | 0.957% | 3.86% |
| 19 | Invesco Ltd. | 8.3M | $515.2M | +1.6% | 0.892% | 0.04% |
| 20 | JPMORGAN CHASE & CO | 6.2M | $392.2M | -55.0% | 0.667% | 0.02% |
| 21 | UBS Group AG | 5.5M | $343.8M | +20.6% | 0.595% | 0.04% |
| 22 | Bank of New York Mellon Corp | 5.5M | $340.2M | +0.7% | 0.589% | 0.06% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 5.2M | $324.4M | +0.9% | 0.561% | 0.07% |
| 24 | HSBC HOLDINGS PLC | 5.1M | $319.2M | +24.2% | 0.552% | 0.13% |
| 25 | WELLS FARGO & COMPANY/MN | 5.0M | $308.7M | -2.6% | 0.534% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in O — a direct measure of their conviction.
| 77.50% |
| 0.01 pp |
| $38.11B |
| +10% |
| Q4 2024 | 1,218 | +0.9% | 77.51% | 1.45 pp | $34.53B | 17% |
| Q3 2024 | 1,207 | — | 78.96% | — | $41.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
117 institutions opened new positions in O during Q2 2026, while 91 fully exited. 893 added to existing positions and 416 trimmed.
O institutional ownership rose by 2.48 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 58.1% of all reported 13F value in O, and the top 25 account for 75.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Realty Income Corporation (O) Institutional Ownership