OR Royalties Inc.
OR- Exchange
- NYSE
- Industry
- Gold and Silver Ores
- SEC CIK
- 0001627272
No open-market purchases or sales by OR Royalties Inc. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $4.07B in total; Elliott Investment Management is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in OR Royalties Inc. as of Sep 30, 2025. 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
- 207
- +19 vs. Q2 2025
- Shares held
- 142.1M
- +8.00M (+6.0%) vs. Q2 2025
- Total value
- $5.69B
- +$2.25B (+65.2%) vs. Q2 2025
- New holders
- 42
- 62 more added
- Sold out
- 23
- 72 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OR 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 | 245 | $4.07B |
| Q1 2026 | 251 | $4.95B |
| Q4 2025 | 222 | $4.81B |
| Q3 2025 | 207 | $5.69B |
| Q2 2025 | 189 | $3.45B |
| Q1 2025 | 203 | $2.72B |
| Q4 2024 | 170 | $2.39B |
| Q3 2024 | 176 | $2.44B |
| Q2 2024 | 185 | $2.02B |
| Q1 2024 | 167 | $2.07B |
| Q4 2023 | 158 | $1.62B |
| Q3 2023 | 163 | $1.38B |
| Q2 2023 | 176 | $1.70B |
| Q1 2023 | 164 | $1.72B |
| Q4 2022 | 159 | $1.24B |
| Q3 2022 | 147 | $1.10B |
| Q2 2022 | 153 | $1.06B |
| Q1 2022 | 155 | $1.34B |
| Q4 2021 | 150 | $1.10B |
| Q3 2021 | 136 | $983.1M |
| Q2 2021 | 131 | $1.25B |
| Q1 2021 | 130 | $967.7M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding OR Royalties Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 50 | $2.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 91 | $3.65K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 109 | $4.37K | 0.00% | +109 | New |
| Innovative Advisory Group, LLC | 160 | $6.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 170 | $6.81K | 0.00% | +170 | New |
| CWM, LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $10.0K | 0.00% | −130−34.2% | Reduced |
| Oakworth Capital, Inc. | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 358 | $14.3K | 0.00% | −262−42.3% | Reduced |
| Sound Income Strategies, LLC | 430 | $16.2K | 0.00% | +430 | New |
| Walleye Capital LLC | 419 | $16.8K | 0.00% | −22,946−98.2% | Reduced |
| NBC Securities, Inc. | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $20.0K | 0.00% | +500 | New |
| City State Bank | 575 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 694 | $27.8K | 0.00% | −190−21.5% | Reduced |
| Global Retirement Partners, LLC | 700 | $28.1K | 0.00% | +204+41.1% | Added |
| Creekmur Asset Management LLC | 871 | $34.9K | 0.01% | +1+0.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 900 | $36.1K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 958 | $38.1K | 0.00% | −323−25.2% | Reduced |
| CoreCap Advisors, LLC | 1,083 | $43.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,540 | $61.7K | 0.00% | +130+9.2% | Added |
| Aviso Financial Inc. | 1,684 | $67.5K | 0.00% | −71−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,800 | $72.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,896 | $76.0K | 0.00% | −6,814−78.2% | Reduced |
| Allworth Financial LP | 1,921 | $77.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,950 | $78.2K | 0.05% | +1,950 | New |
| The PNC Financial Services Group, Inc. | 2,000 | $80.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,105 | $84.4K | 0.00% | +151+7.7% | Added |
| Jones Financial Companies LLLP | 2,401 | $92.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,358 | $94.5K | 0.00% | −266−10.1% | Reduced |
| Shell Asset Management Co | 2,818 | $113.0K | 0.01% | −6,164−68.6% | Reduced |
| Rockefeller Capital Management L.P. | 3,150 | $126.3K | 0.00% | +3,150 | New |
| Farther Finance Advisors, LLC | 4,310 | $172.8K | 0.00% | −7,890−64.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,757 | $178.4K | 0.00% | +1,256+35.9% | Added |
| Eagle Global Advisors LLC | 5,150 | $206.4K | 0.01% | +5,150 | New |
| Merit Financial Group, LLC | 5,365 | $215.0K | 0.00% | +5,365 | New |
| Flow Traders U.S. LLC | 5,408 | $217.0K | 0.01% | +5,408 | New |
| Moors & Cabot, Inc. | 5,500 | $220.4K | 0.01% | +5,500 | New |
| Wells Fargo & Company | 5,555 | $222.6K | 0.00% | +4,176+302.8% | Added |
| Envestnet Asset Management Inc | 5,689 | $228.0K | 0.00% | +5,689 | New |
| Smith, Salley & Associates | 5,700 | $228.5K | 0.01% | +5,700 | New |
| Corundum Trust Company, INC | 6,000 | $240.5K | 0.52% | +6,000 | New |
| Linden Thomas Advisory Services, LLC | 6,005 | $240.7K | 0.02% | +6,005 | New |
| HSBC Holdings PLC | 6,611 | $264.9K | 0.00% | +6,611 | New |
| Creative Planning | 6,827 | $273.6K | 0.00% | +6,827 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 6,885 | $276.4K | 0.12% | +6,885 | New |
| Investment Management Corp of Ontario | 6,914 | $277.1K | 0.00% | +6,914 | New |
| Benjamin Edwards Inc | 7,139 | $286.2K | 0.00% | +7,139 | New |
| Employees Retirement System of Texas | 7,215 | $289.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,575 | $303.7K | 0.00% | −26,386−77.7% | Reduced |
| Prelude Capital Management, LLC | 7,647 | $306.5K | 0.02% | +7,647 | New |
| Keebeck Alpha, LP | 7,647 | $306.5K | 0.43% | +7,647 | New |
| Virtus ETF Advisers LLC | 7,720 | $309.4K | 0.17% | +7,720 | New |
| Omers Administration Corp | 7,800 | $312.7K | 0.00% | +7,800 | New |
| Campbell & CO Investment Adviser LLC | 7,809 | $313.0K | 0.02% | −8,825−53.1% | Reduced |
| Lighthouse Investment Partners, LLC | 8,156 | $326.9K | 0.01% | −90,231−91.7% | Reduced |
| Swiss Life Asset Management Ltd | 8,851 | $355.3K | 0.00% | +8,851 | New |
| Rhumbline Advisers | 9,403 | $376.9K | 0.00% | −5,020−34.8% | Reduced |
| Wolverine Trading, LLC | 9,849 | $387.1K | 0.01% | +9,849 | New |
| Franklin Resources Inc | 10,296 | $412.6K | 0.00% | −740−6.7% | Reduced |
| Terril Brothers, Inc. | 10,600 | $424.8K | 0.13% | +10,600 | New |
| State of Wyoming | 10,809 | $430.8K | 0.05% | +10,809 | New |
| US Bancorp | 11,047 | $442.8K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,550 | $462.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,572 | $463.8K | 0.00% | −7,379−38.9% | Reduced |
| Ingalls & Snyder LLC | 12,585 | $504.0K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 13,125 | $526.0K | 0.31% | −50−0.4% | Reduced |
| Oxford Asset Management LLP | 13,253 | $531.2K | 0.17% | +13,253 | New |
| Huntington National Bank | 13,950 | $559.1K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 14,052 | $563.3K | 0.00% | +14,052 | New |
| Pinnacle Associates Ltd | 14,136 | $566.6K | 0.01% | 00.0% | Unchanged |
| SIG North Trading, ULC | 14,395 | $577.0K | 0.09% | +14,395 | New |
| Toronto Dominion Bank | 14,512 | $581.5K | 0.00% | −12,063−45.4% | Reduced |
| Neuberger Berman Group LLC | 14,582 | $584.6K | 0.00% | +488+3.5% | Added |
| Creekside Partners | 14,700 | $589.2K | 0.26% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14,756 | $591.4K | 0.09% | −2,773−15.8% | Reduced |
| Atomi Financial Group, Inc. | 14,816 | $593.8K | 0.02% | −2,763−15.7% | Reduced |
| Northwest & Ethical Investments L.P. | 15,921 | $638.2K | 0.02% | +540+3.5% | Added |
| JustInvest LLC | 16,471 | $660.2K | 0.01% | +1,446+9.6% | Added |
| Deutsche Bank AG | 16,474 | $660.3K | 0.00% | +1,256+8.3% | Added |
| Hillsdale Investment Management Inc. | 16,480 | $660.4K | 0.02% | −3,980−19.5% | Reduced |
| SeaBridge Investment Advisors LLC | 17,677 | $708.5K | 0.11% | +2,177+14.0% | Added |
| Cetera Investment Advisers | 17,884 | $717.0K | 0.00% | +4,737+36.0% | Added |
| Commonwealth Equity Services, LLC | 18,175 | $728.0K | 0.00% | +623+3.5% | Added |
| VGI Partners Ltd | 19,000 | $761.5K | 0.05% | +19,000 | New |
| O'Shaughnessy Asset Management, LLC | 22,672 | $908.5K | 0.01% | +315+1.4% | Added |
| Claret Asset Management Corp | 22,867 | $916.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 23,215 | $930.5K | 0.03% | +7,505+47.8% | Added |
| Walleye Trading LLC | 23,857 | $956.2K | 0.02% | +23,857 | New |
| National Asset Management, Inc. | 24,434 | $979.3K | 0.05% | +100.0% | Added |
| Janus Henderson Group PLC | 24,647 | $979.8K | 0.00% | +8,126+49.2% | Added |
| Principle Wealth Partners LLC | 24,546 | $983.8K | 0.06% | −679−2.7% | Reduced |
| Mariner, LLC | 24,547 | $983.8K | 0.00% | +7,578+44.7% | Added |
| PFG Investments, LLC | 24,962 | $1.00M | 0.05% | −88−0.4% | Reduced |
| Susquehanna International Group, LLP | 25,883 | $1.04M | 0.00% | +25,883 | New |
| D. E. Shaw & Co., Inc. | 26,236 | $1.05M | 0.00% | −549,507−95.4% | Reduced |
| LPL Financial LLC | 26,762 | $1.07M | 0.00% | +743+2.9% | Added |
| Alliancebernstein L.P. | 27,231 | $1.09M | 0.00% | −1,469−5.1% | Reduced |
| Advisory Services Network, LLC | 28,813 | $1.15M | 0.02% | 00.0% | Unchanged |