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, Q4 2024
Institutional positions in Imperial Oil Ltd as of Dec 31, 2024. 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
- 305
- +10 vs. Q3 2024
- Shares held
- 120.9M
- −135.6K (−0.1%) vs. Q3 2024
- Total value
- $7.46B
- −$1.07B (−12.5%) vs. Q3 2024
- New holders
- 41
- 94 more added
- Sold out
- 31
- 115 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Imperial Oil Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Clear Street Markets LLC | 1 | $62 | 0.00% | +1 | New |
| Rhumbline Advisers | 7 | $431 | 0.00% | −3−30.0% | Reduced |
| Mather Group, LLC. | 8 | $493 | 0.00% | −1−11.1% | Reduced |
| GAMMA Investing LLC | 11 | $678 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 12 | $739 | 0.00% | −2,826−99.6% | Reduced |
| Financial Gravity Companies, Inc. | 12 | $739 | 0.00% | +6+100.0% | Added |
| BNP Paribas Arbitrage, SA | 15 | $924 | 0.00% | −385−96.3% | Reduced |
| True Wealth Design, LLC | 15 | $924 | 0.00% | +1+7.1% | Added |
| Frazier Financial Advisors, LLC | 20 | $1.22K | 0.00% | −38−65.5% | Reduced |
| Assetmark, Inc | 25 | $1.56K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 38 | $2.35K | 0.00% | +38 | New |
| Bruce G. Allen Investments, LLC | 46 | $2.83K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Grove Bank & Trust | 50 | $3.08K | 0.00% | −488−90.7% | Reduced |
| Transce3nd, LLC | 54 | $3.30K | 0.00% | +54 | New |
| Synergy Financial Management, LLC | 53 | $3.73K | 0.00% | +53 | New |
| MAI Capital Management | 69 | $4.24K | 0.00% | +69 | New |
| Creekmur Asset Management LLC | 70 | $4.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $5.26K | 0.00% | −31−26.7% | Reduced |
| Geneos Wealth Management Inc. | 86 | $5.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $5.61K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 97 | $5.96K | 0.00% | +97 | New |
| Park Square Financial Group, LLC | 98 | $6.04K | 0.00% | +98 | New |
| Umb Bank N A | 100 | $6.16K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 104 | $6.41K | 0.00% | −142−57.7% | Reduced |
| Harbour Investments, Inc. | 109 | $6.71K | 0.00% | +6+5.8% | Added |
| Huntington National Bank | 113 | $6.96K | 0.00% | +7+6.6% | Added |
| Painted Porch Advisors LLC | 115 | $7.08K | 0.00% | +115 | New |
| Twin Tree Management, LP | 135 | $8.32K | 0.00% | +135 | New |
| Capital Analysts, LLC | 151 | $9.00K | 0.00% | +1+0.7% | Added |
| Coppell Advisory Solutions LLC | 167 | $10.2K | 0.00% | +167 | New |
| Principal Securities, Inc. | 185 | $11.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $11.9K | 0.00% | +1+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Fifth Third Bancorp | 217 | $13.4K | 0.00% | +170+361.7% | Added |
| Smartleaf Asset Management LLC | 260 | $15.9K | 0.00% | +12+4.8% | Added |
| Sierra Ocean, LLC | 275 | $16.9K | 0.01% | +275 | New |
| CIBC Private Wealth Group, LLC | 261 | $17.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 288 | $17.7K | 0.00% | +288 | New |
| WealthCollab, LLC | 412 | $25.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 417 | $25.7K | 0.01% | +417 | New |
| Jones Financial Companies LLLP | 430 | $26.5K | 0.00% | −451−51.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 460 | $28.4K | 0.01% | +10+2.2% | Added |
| Sawyer & Company, Inc | 500 | $31.0K | 0.01% | −1,200−70.6% | Reduced |
| Gulf International Bank (UK) Ltd | 505 | $31.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 542 | $33.0K | 0.00% | +321+145.2% | Added |
| Hexagon Capital Partners LLC | 548 | $33.8K | 0.01% | −64−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 582 | $35.9K | 0.00% | −50−7.9% | Reduced |
| Massmutual Trust Co FSB | 598 | $36.8K | 0.00% | +109+22.3% | Added |
| AdvisorNet Financial, Inc | 625 | $38.5K | 0.00% | −82−11.6% | Reduced |
| Evelyn Partners Investment Management LLP | 630 | $38.8K | 0.00% | +630 | New |
| Wingate Wealth Advisors, Inc. | 662 | $40.8K | 0.04% | +662 | New |
| Proequities, Inc. | 589 | $41.8K | 0.00% | +7+1.2% | Added |
| Farther Finance Advisors, LLC | 703 | $43.3K | 0.00% | +13+1.9% | Added |
| Lindbrook Capital, LLC | 717 | $44.2K | 0.00% | −11−1.5% | Reduced |
| Spire Wealth Management | 724 | $44.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 755 | $46.5K | 0.00% | +173+29.7% | Added |
| Washington Trust Advisors, Inc. | 780 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,012 | $63.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,141 | $70.3K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $80.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $80.1K | 0.01% | −140−9.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,346 | $82.9K | 0.08% | +1,346 | New |
| CoreCap Advisors, LLC | 1,711 | $105.4K | 0.00% | −980−36.4% | Reduced |
| Nova Wealth Management, Inc. | 1,800 | $110.9K | 0.10% | +1,800 | New |
| Clearstead Advisors, LLC | 1,823 | $112.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,857 | $114.4K | 0.00% | −125−6.3% | Reduced |
| Allworth Financial LP | 1,630 | $115.7K | 0.00% | +283+21.0% | Added |
| Bryn Mawr Trust Co | 1,944 | $119.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,012 | $123.9K | 0.01% | −99−4.7% | Reduced |
| CWM, LLC | 2,380 | $147.0K | 0.00% | +7+0.3% | Added |
| Quadrant Capital Group LLC | 2,547 | $156.9K | 0.01% | −198−7.2% | Reduced |
| Virtus ETF Advisers LLC | 2,576 | $158.7K | 0.06% | +128+5.2% | Added |
| Wintrust Investments LLC | 2,942 | $181.0K | 0.16% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,073 | $189.3K | 0.01% | 00.0% | Unchanged |
| Natixis | 3,089 | $190.3K | 0.00% | +3,089 | New |
| Credit Agricole S A | 3,131 | $192.9K | 0.00% | −500−13.8% | Reduced |
| Quantbot Technologies LP | 3,141 | $193.5K | 0.01% | +3,141 | New |
| Hanson & Doremus Investment Management | 3,259 | $201.0K | 0.03% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,271 | $201.5K | 0.08% | +37+1.1% | Added |
| Peapack Gladstone Financial Corp | 3,353 | $207.0K | 0.00% | −600−15.2% | Reduced |
| Bridges Investment Management Inc | 3,400 | $209.4K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,405 | $209.7K | 0.22% | −2,107−38.2% | Reduced |
| Greenleaf Trust | 3,451 | $212.6K | 0.00% | −1,599−31.7% | Reduced |
| Hyperion Capital Advisors LP | 3,470 | $213.9K | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,516 | $216.0K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,510 | $216.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,552 | $218.8K | 0.01% | +2,982+523.2% | Added |
| Cetera Investment Advisers | 3,564 | $219.6K | 0.00% | +9+0.3% | Added |
| Holocene Advisors, LP | 3,670 | $226.1K | 0.00% | −72,020−95.2% | Reduced |
| Baker Ellis Asset Management LLC | 3,900 | $240.2K | 0.04% | −3,500−47.3% | Reduced |
| Ballentine Partners, LLC | 3,900 | $240.2K | 0.00% | +288+8.0% | Added |
| Sequoia Financial Advisors, LLC | 3,916 | $241.2K | 0.00% | +163+4.3% | Added |
| Old National Bancorp | 3,920 | $241.5K | 0.01% | +187+5.0% | Added |
| Rempart Asset Management Inc. | 3,950 | $242.9K | 0.05% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,954 | $243.6K | 0.12% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,991 | $245.8K | 0.00% | +3,991 | New |
| Aprio Wealth Management, LLC | 4,133 | $254.6K | 0.04% | +1,176+39.8% | Added |
| Atria Investments LLC | 4,141 | $255.1K | 0.00% | +909+28.1% | Added |