Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | EdgePoint Investment Group Inc. | 18.4M | $581.0M | -5.6% | 9.796% | 4.39% |
| 2 | VAN ECK ASSOCIATES CORP | 11.1M | $350.6M | +5.9% | 5.912% | 0.21% |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.3M | $230.9M | +3.3% | 3.890% | 0.28% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $175.4M | +0.9% | 2.954% | 0.00% |
| 5 | Elliott Investment Management L.P. | 3.1M | $98.4M | 0.0% | 1.659% | 0.43% |
| 6 | PICTON MAHONEY ASSET MANAGEMENT | 3.1M | $97.6M | -19.5% | 1.649% | 0.72% |
| 7 | Invesco Ltd. | 2.6M | $83.2M | +23.9% | 1.403% | 0.01% |
| 8 | ROYAL BANK OF CANADA | 2.6M | $82.9M | -9.5% | 1.397% | 0.01% |
| 9 | MACKENZIE FINANCIAL CORP | 1.8M | $81.7M | -11.9% | 0.970% | 0.08% |
| 10 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2.6M | $81.4M | +7.8% | 1.371% | 0.12% |
| 11 | NORGES BANK | 2.5M | $79.1M | — | 1.333% | 0.01% |
| 12 | SPROTT INC. | 2.4M | $77.1M | +3.2% | 1.300% | 2.45% |
| 13 | MORGAN STANLEY | 2.0M | $64.3M | +7.1% | 1.084% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.0M | $64.2M | -15.2% | 1.082% | 0.05% |
| 15 | FMR LLC | 2.0M | $62.2M | -40.5% | 1.047% | 0.00% |
| 16 | Verbena Value LP | 1.9M | $60.8M | +48.6% | 1.026% | 10.05% |
| 17 | HORIZON KINETICS ASSET MANAGEMENT LLC | 1.9M | $60.6M | +9.2% | 1.022% | 0.69% |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 1.9M | $58.8M | -3.9% | 0.992% | 0.11% |
| 19 | BANK OF MONTREAL /CAN/ | 1.8M | $58.2M | -6.2% | 0.981% | 0.02% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $52.7M | -0.0% | 0.887% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 1.6M | $50.4M | +13.7% | 0.851% | 0.00% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $48.8M | -58.0% | 0.823% | 0.02% |
| 23 | Capital World Investors | 1.5M | $46.3M | +0.9% | 0.780% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 1.1M | $35.9M | +12.5% | 0.605% | 0.00% |
| 25 | TD ASSET MANAGEMENT INC | 945K | $29.9M | +5.6% | 0.504% | 0.03% |
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 OR — a direct measure of their conviction.
Filings activity in OR during Q2 2026, grouped by how each filer changed its position.
6 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 245 | 2.4% | 66.88% | 2.84 pp | $3.48B | 11% |
| Q1 2026 | 251 | +15% | 69.72% | 1.19 pp | $3.91B | +2.5% |
| Q4 2025 | 219 | +8.4% | 70.91% | +16.25 pp | $3.81B | 7.2% |
| Q3 2025 | 202 | +9.8% | 54.66% | 16.86 pp | $4.11B | +56% |
| Q2 2025 | 184 | +18300% | 71.52% | +71.51 pp | $2.64B | +840585% |
| Q1 2025 | 1 | — | 0.01% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OR stock.
Based on Q2 2026 13F filings, institutional ownership of OR Royalties Inc. stands at 66.9%, held across 245 reporting institutions.
EdgePoint Investment Group Inc. is the largest reported institutional holder of OR, with approximately 18,366,141 shares worth $0.58B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OR is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in OR during Q2 2026, while 32 fully exited. 31 added to existing positions and 182 trimmed.
OR institutional ownership fell by 2.84 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 53.5% of all reported 13F value in OR, and the top 25 account for 77.9%.
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.
OR Royalties Inc. (OR) Institutional Ownership