Imperial Oil Ltd
IMO- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000049938
No open-market purchases or sales by Imperial Oil Ltd insiders were filed in the last 90 days; 413 institutions reported holding it in 13F filings for Q2 2026, worth $14.5B in total; Chou Associates is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Imperial Oil Ltd as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 264
- −3 vs. Q4 2022
- Shares held
- 120.2M
- −3.22M (−2.6%) vs. Q4 2022
- Total value
- $6.15B
- +$119.3M (+2.0%) vs. Q4 2022
- New holders
- 34
- 99 more added
- Sold out
- 37
- 86 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 413 | $14.5B |
| Q1 2026 | 405 | $15.9B |
| Q4 2025 | 351 | $11.2B |
| Q3 2025 | 331 | $11.8B |
| Q2 2025 | 318 | $10.2B |
| Q1 2025 | 309 | $8.97B |
| Q4 2024 | 305 | $7.46B |
| Q3 2024 | 300 | $8.55B |
| Q2 2024 | 293 | $8.14B |
| Q1 2024 | 287 | $9.14B |
| Q4 2023 | 281 | $7.47B |
| Q3 2023 | 283 | $7.25B |
| Q2 2023 | 260 | $6.25B |
| Q1 2023 | 264 | $6.15B |
| Q4 2022 | 271 | $6.03B |
| Q3 2022 | 251 | $5.36B |
| Q2 2022 | 259 | $6.24B |
| Q1 2022 | 248 | $6.61B |
| Q4 2021 | 211 | $4.95B |
| Q3 2021 | 185 | $4.60B |
| Q2 2021 | 207 | $4.47B |
| Q1 2021 | 185 | $3.69B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Imperial Oil Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 5 | $255 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $1.37K | 0.00% | −5−15.6% | Reduced |
| Earnest Partners LLC | 39 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 49 | $2.49K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 53 | $2.69K | 0.00% | +53 | New |
| Optimum Investment Advisors | 64 | $3.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $4.37K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 87 | $4.42K | 0.00% | +87 | New |
| JFS Wealth Advisors, LLC | 87 | $4.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 89 | $4.52K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $5.08K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 106 | $5.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 134 | $6.81K | 0.00% | +134 | New |
| Umb Bank N A | 140 | $7.11K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 147 | $8.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 219 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 240 | $12.2K | 0.00% | −49−17.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 270 | $13.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 337 | $17.1K | 0.00% | +61+22.1% | Added |
| Global Retirement Partners, LLC | 481 | $22.0K | 0.00% | +358+291.1% | Added |
| Glassman Wealth Services | 466 | $23.7K | 0.00% | +20+4.5% | Added |
| Atlas Capital Advisors LLC | 476 | $24.2K | 0.00% | +213+81.0% | Added |
| Proequities, Inc. | 492 | $25.2K | 0.00% | −141−22.3% | Reduced |
| Fortis Advisors, LLC | 500 | $25.4K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 590 | $30.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 617 | $31.4K | 0.00% | +151+32.4% | Added |
| Achmea Investment Management B.V. | 666 | $34.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 672 | $34.2K | 0.00% | +4+0.6% | Added |
| Lindbrook Capital, LLC | 723 | $36.7K | 0.00% | +21+3.0% | Added |
| Spire Wealth Management | 724 | $36.8K | 0.00% | +474+189.6% | Added |
| Washington Trust Advisors, Inc. | 780 | $39.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 795 | $41.0K | 0.00% | +171+27.4% | Added |
| Baldwin Brothers Inc | 900 | $45.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,012 | $53.8K | 0.03% | +1,012 | New |
| CWM, LLC | 1,069 | $54.0K | 0.00% | +91+9.3% | Added |
| IFP Advisors, Inc | 2,687 | $88.0K | 0.00% | +1,609+149.3% | Added |
| State of Wyoming | 2,383 | $121.1K | 0.04% | −1,568−39.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,503 | $127.2K | 0.02% | −66−2.6% | Reduced |
| Van Eck Associates Corp | 2,544 | $129.0K | 0.00% | −435−14.6% | Reduced |
| Gulf International Bank (UK) Ltd | 3,015 | $153.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,259 | $166.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,550 | $180.4K | 0.02% | +220+6.6% | Added |
| Holistic Financial Partners | 3,954 | $200.9K | 0.16% | +3,954 | New |
| FDx Advisors, Inc. | 4,180 | $204.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,174 | $212.0K | 0.00% | +4,174 | New |
| Dorchester Wealth Management Co | 4,180 | $212.3K | 0.04% | +4,180 | New |
| Signaturefd, LLC | 4,252 | $216.0K | 0.01% | −16−0.4% | Reduced |
| Erste Asset Management GmbH | 4,400 | $221.0K | 0.00% | +4,400 | New |
| Radnor Capital Management, LLC | 4,456 | $226.0K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,525 | $229.9K | 0.14% | +4,525 | New |
| Rempart Asset Management Inc. | 4,550 | $231.2K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 4,322 | $233.0K | 0.13% | −110−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,070 | $257.6K | 0.00% | −29−0.6% | Reduced |
| AlphaCentric Advisors LLC | 5,154 | $261.9K | 0.18% | −277−5.1% | Reduced |
| Assenagon Asset Management S.A. | 5,211 | $264.6K | 0.00% | −873−14.3% | Reduced |
| Parallel Advisors, LLC | 5,482 | $278.5K | 0.01% | +3,684+204.9% | Added |
| StoneX Group Inc. | 5,566 | $284.3K | 0.03% | +5,566 | New |
| AXA S.A. | 5,684 | $288.8K | 0.00% | +269+5.0% | Added |
| Raymond James & Associates | 5,824 | $295.9K | 0.00% | −314−5.1% | Reduced |
| Wealth Architects, LLC | 5,913 | $300.4K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,950 | $302.3K | 0.04% | −2,034−25.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,100 | $309.9K | 0.00% | +700+13.0% | Added |
| Squarepoint Ops LLC | 6,681 | $339.5K | 0.00% | −2,536−27.5% | Reduced |
| Mariner, LLC | 6,703 | $340.0K | 0.00% | +1,150+20.7% | Added |
| Meixler Investment Management, Ltd. | 6,733 | $342.1K | 0.33% | +263+4.1% | Added |
| Seven Eight Capital, LP | 6,746 | $342.8K | 0.07% | +6,746 | New |
| Clarius Group, LLC | 6,883 | $349.7K | 0.03% | +1,597+30.2% | Added |
| Cipher Capital LP | 6,935 | $352.4K | 0.07% | +6,935 | New |
| Lavaca Capital LLC | 7,014 | $356.4K | 0.08% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 7,025 | $357.0K | 0.06% | 00.0% | Unchanged |
| Aviva PLC | 7,128 | $362.2K | 0.00% | −19,202−72.9% | Reduced |
| Metis Global Partners, LLC | 7,140 | $363.1K | 0.02% | −1,299−15.4% | Reduced |
| KCS Wealth Advisory | 7,248 | $368.3K | 0.14% | −143−1.9% | Reduced |
| NewEdge Wealth, LLC | 7,248 | $368.3K | 0.01% | +7,248 | New |
| Duality Advisers, LP | 7,680 | $390.2K | 0.04% | +7,680 | New |
| Bornite Capital Management LP | 8,000 | $406.5K | 0.14% | −242,000−96.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,170 | $415.1K | 0.05% | +1,558+23.6% | Added |
| Wellington Management Group LLP | 8,267 | $419.8K | 0.00% | +746+9.9% | Added |
| Sigma Planning Corp | 8,463 | $430.1K | 0.01% | −196−2.3% | Reduced |
| Bank of Nova Scotia Trust Co | 8,550 | $434.4K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,580 | $435.7K | 0.09% | +3,330+63.4% | Added |
| JustInvest LLC | 8,589 | $436.4K | 0.02% | +1,105+14.8% | Added |
| Gluskin Sheff & Assoc Inc | 8,696 | $442.2K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 9,000 | $457.0K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 9,000 | $457.1K | 0.02% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,094 | $462.4K | 0.26% | −2,069−18.5% | Reduced |
| HighTower Advisors, LLC | 9,154 | $464.0K | 0.00% | +236+2.6% | Added |
| Mraz, Amerine & Associates, Inc. | 9,180 | $466.4K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 9,507 | $483.1K | 0.07% | +1,048+12.4% | Added |
| Patten & Patten Inc | 9,604 | $488.0K | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,868 | $501.4K | 0.01% | −810−7.6% | Reduced |
| Searle & Co. | 10,000 | $509.3K | 0.17% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 10,033 | $509.8K | 0.62% | +10,033 | New |
| Lingohr & Partner Asset Management GmbH | 10,297 | $523.0K | 1.33% | +1,600+18.4% | Added |
| CWM Advisors, LLC | 11,172 | $567.6K | 0.07% | +11,172 | New |
| Royal London Asset Management Ltd | 11,288 | $573.5K | 0.00% | +5,367+90.6% | Added |
| Advisor Partners II, LLC | 11,445 | $581.5K | 0.03% | +396+3.6% | Added |
| Natixis Advisors, L.P. | 11,456 | $582.0K | 0.00% | +1,384+13.7% | Added |