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, Q1 2026
Institutional positions in OR Royalties Inc. as of Mar 31, 2026. 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
- 251
- +32 vs. Q4 2025
- Shares held
- 130.5M
- +5.08M (+4.1%) vs. Q4 2025
- Total value
- $4.95B
- +$509.6M (+11.5%) vs. Q4 2025
- New holders
- 55
- 87 more added
- Sold out
- 23
- 81 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding OR Royalties Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 5 | $190 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 13 | $494 | 0.00% | +13 | New |
| Rothschild Investment LLC | 50 | $1.90K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $1.90K | 0.00% | +50 | New |
| IFP Advisors, Inc | 54 | $2.05K | 0.00% | −89−62.2% | Reduced |
| Ramirez Asset Management, Inc. | 56 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 71 | $2.70K | 0.00% | −71−50.0% | Reduced |
| Bell Investment Advisors, Inc | 91 | $3.46K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 106 | $4.03K | 0.00% | +106 | New |
| Bank & Trust Co | 109 | $4.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 127 | $4.82K | 0.00% | +127 | New |
| SWAN Capital LLC | 130 | $4.94K | 0.00% | +90+225.0% | Added |
| Crews Bank & Trust | 156 | $5.93K | 0.00% | +156 | New |
| Sunbelt Securities, Inc. | 170 | $6.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $7.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 215 | $8.17K | 0.00% | −35−14.0% | Reduced |
| Knoll Capital Management, LLC | 225,000 | $8.55K | 0.00% | +225,000 | New |
| TSFG, LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 250 | $9.51K | 0.00% | +250 | New |
| Aventura Private Wealth, LLC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 350 | $13.3K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 355 | $13.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 395 | $15.0K | 0.01% | −1,045−72.6% | Reduced |
| UBS Asset Management Americas Inc | 400 | $15.2K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 417 | $15.9K | 0.00% | +417 | New |
| Elequin Capital LP | 462 | $17.6K | 0.00% | +462 | New |
| NBC Securities, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 575 | $21.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 739 | $27.7K | 0.00% | +739 | New |
| Walleye Capital LLC | 745 | $28.3K | 0.00% | −3,705−83.3% | Reduced |
| CoreCap Advisors, LLC | 756 | $28.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 720 | $28.9K | 0.00% | +98+15.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 900 | $34.2K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 966 | $37.0K | 0.00% | +966 | New |
| Parkside Financial Bank & Trust | 1,204 | $45.8K | 0.00% | +1,204 | New |
| SBI Securities Co., Ltd. | 1,225 | $46.6K | 0.00% | −285−18.9% | Reduced |
| CWM, LLC | 1,572 | $59.8K | 0.00% | +1,347+598.7% | Added |
| Aviso Financial Inc. | 1,646 | $62.6K | 0.00% | −38−2.3% | Reduced |
| Allworth Financial LP | 2,096 | $79.7K | 0.00% | −209−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,098 | $79.8K | 0.00% | −53−2.5% | Reduced |
| Jones Financial Companies LLLP | 2,330 | $82.1K | 0.00% | −133−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,358 | $89.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,632 | $100.1K | 0.00% | −1,110−29.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,450 | $131.2K | 0.00% | +300+9.5% | Added |
| Creative Financial Designs Inc | 4,290 | $163.1K | 0.01% | +4,290 | New |
| EverSource Wealth Advisors, LLC | 4,539 | $172.6K | 0.01% | +2,209+94.8% | Added |
| US Bancorp | 5,302 | $201.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,361 | $203.8K | 0.00% | +5,361 | New |
| Engineers Gate Manager LP | 5,364 | $203.9K | 0.00% | −5,866−52.2% | Reduced |
| Moors & Cabot, Inc. | 5,500 | $209.1K | 0.01% | +5,500 | New |
| Smith, Salley & Associates | 5,700 | $216.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,736 | $218.1K | 0.04% | +5,736 | New |
| Benjamin Edwards Inc | 5,853 | $222.2K | 0.00% | −243−4.0% | Reduced |
| Merit Financial Group, LLC | 6,100 | $231.9K | 0.00% | +6,100 | New |
| Stratos Wealth Partners, LTD. | 6,327 | $240.6K | 0.00% | +6,327 | New |
| AA Financial Advisors, LLC | 6,346 | $241.3K | 0.03% | +6,346 | New |
| New England Professional Planning Group Inc. | 6,474 | $246.2K | 0.10% | +6+0.1% | Added |
| Themes Management Co LLC | 6,498 | $247.4K | 0.15% | +6,498 | New |
| Linden Thomas Advisory Services, LLC | 6,534 | $248.4K | 0.02% | +280+4.5% | Added |
| PEAK6 LLC | 6,916 | $262.9K | 0.01% | +6,916 | New |
| Rhumbline Advisers | 6,946 | $264.1K | 0.00% | −940−11.9% | Reduced |
| Virtus ETF Advisers LLC | 7,720 | $293.5K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,916 | $300.7K | 0.00% | +4,291+118.4% | Added |
| Pecaut & Co. | 8,000 | $304.2K | 0.10% | +8,000 | New |
| Marshall Wace, LLP | 8,027 | $305.2K | 0.00% | +8,027 | New |
| Oxford Asset Management LLP | 8,029 | $305.3K | 0.12% | −18,948−70.2% | Reduced |
| Lighthouse Investment Partners, LLC | 8,190 | $311.4K | 0.01% | +8,190 | New |
| Creative Planning | 8,215 | $312.3K | 0.00% | +1,551+23.3% | Added |
| Weiss Asset Management LP | 8,274 | $314.6K | 0.01% | −43,446−84.0% | Reduced |
| Wells Fargo & Company | 8,413 | $319.8K | 0.00% | +2,512+42.6% | Added |
| Empirical Asset Management, LLC | 8,591 | $326.6K | 0.09% | +8,591 | New |
| Pinnacle Associates Ltd | 8,732 | $332.0K | 0.00% | −236−2.6% | Reduced |
| Farther Finance Advisors, LLC | 8,425 | $337.9K | 0.00% | −1,909−18.5% | Reduced |
| CenterBook Partners LP | 8,935 | $339.7K | 0.02% | +8,935 | New |
| Old Mission Capital LLC | 9,144 | $347.7K | 0.01% | +9,144 | New |
| Franklin Resources Inc | 9,396 | $357.8K | 0.00% | −1,076−10.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,900 | $376.4K | 0.00% | −128,802−92.9% | Reduced |
| Centiva Capital, LP | 9,988 | $379.7K | 0.02% | +3,590+56.1% | Added |
| State of Wisconsin Investment Board | 10,334 | $392.2K | 0.00% | +10,334 | New |
| Boothbay Fund Management, LLC | 10,355 | $393.7K | 0.01% | −2,351−18.5% | Reduced |
| Terril Brothers, Inc. | 10,600 | $403.0K | 0.11% | 00.0% | Unchanged |
| Algert Global LLC | 10,658 | $404.5K | 0.01% | +10,658 | New |
| Ingalls & Snyder LLC | 11,050 | $420.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,224 | $426.7K | 0.00% | +11,224 | New |
| BNP Paribas Arbitrage, SA | 11,497 | $437.1K | 0.00% | −114−1.0% | Reduced |
| Hara Capital LLC | 11,845 | $451.0K | 0.23% | −1,250−9.5% | Reduced |
| Swiss Life Asset Management Ltd | 11,951 | $455.0K | 0.00% | +3,100+35.0% | Added |
| D. E. Shaw & Co., Inc. | 12,200 | $464.4K | 0.00% | −36,018−74.7% | Reduced |
| Squarepoint Ops LLC | 13,391 | $509.1K | 0.00% | +13,391 | New |
| Creekside Partners | 13,700 | $520.9K | 0.21% | −1,000−6.8% | Reduced |
| Huntington National Bank | 13,950 | $530.4K | 0.00% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 14,550 | $553.1K | 0.25% | 00.0% | Unchanged |
| Winton Group Ltd | 14,606 | $555.3K | 0.02% | +14,606 | New |
| Citigroup Inc | 15,480 | $587.6K | 0.00% | +10,930+240.2% | Added |
| Twin Tree Management, LP | 15,812 | $601.2K | 0.13% | −131,281−89.3% | Reduced |
| SIG North Trading, ULC | 15,869 | $603.3K | 0.12% | +4,672+41.7% | Added |
| Balyasny Asset Management LLC | 16,391 | $623.2K | 0.00% | −37,864−69.8% | Reduced |
| Deutsche Bank AG | 17,411 | $662.0K | 0.00% | +2,160+14.2% | Added |