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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 5,364 | $203.9K | 0.00% | −5,866−52.2% | Reduced |
| Sequoia Financial Advisors, LLC | 5,361 | $203.8K | 0.00% | +5,361 | New |
| US Bancorp | 5,302 | $201.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,539 | $172.6K | 0.01% | +2,209+94.8% | Added |
| Creative Financial Designs Inc | 4,290 | $163.1K | 0.01% | +4,290 | New |
| Rockefeller Capital Management L.P. | 3,450 | $131.2K | 0.00% | +300+9.5% | Added |
| Tower Research Capital LLC (TRC) | 2,632 | $100.1K | 0.00% | −1,110−29.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,358 | $89.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,330 | $82.1K | 0.00% | −133−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,098 | $79.8K | 0.00% | −53−2.5% | Reduced |
| Allworth Financial LP | 2,096 | $79.7K | 0.00% | −209−9.1% | Reduced |
| Aviso Financial Inc. | 1,646 | $62.6K | 0.00% | −38−2.3% | Reduced |
| CWM, LLC | 1,572 | $59.8K | 0.00% | +1,347+598.7% | Added |
| SBI Securities Co., Ltd. | 1,225 | $46.6K | 0.00% | −285−18.9% | Reduced |
| Parkside Financial Bank & Trust | 1,204 | $45.8K | 0.00% | +1,204 | New |
| Banque Cantonale Vaudoise | 966 | $37.0K | 0.00% | +966 | New |
| Atlantic Edge Private Wealth Management, LLC | 900 | $34.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 720 | $28.9K | 0.00% | +98+15.8% | Added |
| CoreCap Advisors, LLC | 756 | $28.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 745 | $28.3K | 0.00% | −3,705−83.3% | Reduced |
| State of Wyoming | 739 | $27.7K | 0.00% | +739 | New |
| City State Bank | 575 | $21.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 462 | $17.6K | 0.00% | +462 | New |
| Parallel Advisors, LLC | 417 | $15.9K | 0.00% | +417 | New |
| UBS Asset Management Americas Inc | 400 | $15.2K | 0.00% | +400 | New |
| Caitlin John, LLC | 395 | $15.0K | 0.01% | −1,045−72.6% | Reduced |
| Decker Retirement Planning Inc. | 355 | $13.5K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 350 | $13.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 250 | $9.51K | 0.00% | +250 | New |
| TSFG, LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 225,000 | $8.55K | 0.00% | +225,000 | New |
| AdvisorNet Financial, Inc | 215 | $8.17K | 0.00% | −35−14.0% | Reduced |
| Oakworth Capital, Inc. | 200 | $7.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 170 | $6.46K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 156 | $5.93K | 0.00% | +156 | New |
| SWAN Capital LLC | 130 | $4.94K | 0.00% | +90+225.0% | Added |
| Quent Capital, LLC | 127 | $4.82K | 0.00% | +127 | New |
| Bank & Trust Co | 109 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 106 | $4.03K | 0.00% | +106 | New |
| Caldwell Sutter Capital, Inc. | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $3.46K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 71 | $2.70K | 0.00% | −71−50.0% | Reduced |
| Ramirez Asset Management, Inc. | 56 | $2.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $2.05K | 0.00% | −89−62.2% | Reduced |
| Rothschild Investment LLC | 50 | $1.90K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $1.90K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 13 | $494 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 5 | $190 | 0.00% | +5 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,173,769−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −349,922−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −205,228−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −103,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,771−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −60,661−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −45,565−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −24,890−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,502−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,854−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −7,215−100.0% | Sold out |
| Corundum Trust Company, INC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Innovative Advisory Group, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |