Ranked by reported Q1 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. | 19.5M | $741.2M | -9.7% | 10.382% | 5.94% |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.1M | $267.9M | -3.6% | 3.765% | 0.36% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $208.9M | — | 2.927% | 0.01% |
| 4 | PICTON MAHONEY ASSET MANAGEMENT | 3.8M | $146.2M | +21.5% | 2.049% | 1.46% |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.7M | $139.9M | -23.9% | 1.961% | 0.08% |
| 6 | FMR LLC | 3.3M | $125.7M | -30.6% | 1.761% | 0.01% |
| 7 | Elliott Investment Management L.P. | 3.1M | $118.3M | 0.0% | 1.660% | 0.74% |
| 8 | ROYAL BANK OF CANADA | 2.9M | $110.1M | +8.6% | 1.544% | 0.02% |
| 9 | TWO SIGMA INVESTMENTS, LP | 2.4M | $91.0M | +78.6% | 1.276% | 0.07% |
| 10 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2.4M | $90.5M | 0.0% | 1.272% | 0.14% |
| 11 | SPROTT INC. | 2.4M | $89.9M | -1.3% | 1.260% | 2.73% |
| 12 | Invesco Ltd. | 2.1M | $80.7M | +47.3% | 1.133% | 0.01% |
| 13 | MACKENZIE FINANCIAL CORP | 2.1M | $78.6M | -37.4% | 1.101% | 0.09% |
| 14 | CITADEL ADVISORS LLC | 2.0M | $76.0M | +3.5% | 1.066% | 0.04% |
| 15 | BANK OF MONTREAL /CAN/ | 2.0M | $74.7M | -5.8% | 1.046% | 0.03% |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 1.9M | $73.6M | -7.4% | 1.032% | 0.17% |
| 17 | MORGAN STANLEY | 1.9M | $72.1M | +61.4% | 1.012% | 0.00% |
| 18 | HORIZON KINETICS ASSET MANAGEMENT LLC | 1.8M | $66.7M | -3.4% | 0.936% | 0.72% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $63.4M | — | 0.888% | 0.02% |
| 20 | Capital World Investors | 1.5M | $55.2M | — | 0.774% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 1.4M | $53.3M | +96.8% | 0.748% | 0.01% |
| 22 | Verbena Value LP | 1.3M | $49.2M | +85.3% | 0.691% | 8.06% |
| 23 | MILLENNIUM MANAGEMENT LLC | 1.2M | $44.2M | +78.5% | 0.620% | 0.03% |
| 24 | Amundi | 1.2M | $43.8M | +8.4% | 0.614% | 0.01% |
| 25 | Qube Research & Technologies Ltd | 1.1M | $43.4M | +19.9% | 0.609% | 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 OR — a direct measure of their conviction.
Filings activity in OR during Q1 2026, grouped by how each filer changed its position.
5 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 243 | +14% | 60.78% | +1.22 pp | $3.85B | +2.0% |
| Q4 2025 | 214 | +9.2% | 59.56% | 4.85 pp | $3.78B | 7.5% |
| Q3 2025 | 196 | +6.5% | 64.41% | +22.78 pp | $4.08B | +55% |
| Q2 2025 | 184 | +18300% | 41.63% | +41.63 pp | $2.64B | +840585% |
| Q1 2025 | 1 | — | 0.00% | — | $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 Q1 2026 13F filings, institutional ownership of OR Royalties Inc. stands at 60.8%, held across 243 reporting institutions.
EdgePoint Investment Group Inc. is the largest reported institutional holder of OR, with approximately 19,460,644 shares worth $0.74B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OR, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for OR is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in OR during Q1 2026, while 26 fully exited. 141 added to existing positions and 47 trimmed.
OR institutional ownership rose by 1.22 percentage points quarter-over-quarter, with a net change of +29 holders.
The top 10 institutions account for 52.9% of all reported 13F value in OR, and the top 25 account for 78.0%.
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