OR Royalties Inc. - Common Stock (OR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OR on NYSE
Shares outstanding
188,084,478
Price per share
$35.39
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
141,922,542
Total reported value
$5,686,923,873
% of total 13F portfolios
0.01%
Share change
+7,976,847
Value change
+$341,779,678
Number of holders
204
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of OR Royalties Inc. - Common Stock (OR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VAN ECK ASSOCIATES CORP 7.1% $354,592,810 13,231,075 VAN ECK ASSOCIATES CORP 30 Jun 2025
BlackRock Portfolio Management LLC 6.9% $459,285,368 12,977,829 BlackRock Portfolio Management LLC 31 Dec 2025
T. Rowe Price Investment Management, Inc. 5.1% $257,424,157 9,605,379 T. Rowe Price Investment Management, Inc. 30 Jun 2025

As of 30 Sep 2025, 204 institutional investors reported holding 141,922,542 shares of OR Royalties Inc. - Common Stock (OR). This represents 75% of the company’s total 188,084,478 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OR Royalties Inc. - Common Stock (OR) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
EdgePoint Investment Group Inc. 13% 23,636,368 0% 7.1% $947,146,611
VAN ECK ASSOCIATES CORP 8.3% 15,561,057 +21% 0.58% $623,686,000
PRICE T ROWE ASSOCIATES INC /MD/ 5.8% 10,953,488 +227% 0.05% $439,016,000
T. Rowe Price Investment Management, Inc. 5% 9,497,779 -1.1% 0.23% $380,671,000
VANGUARD GROUP INC 4.1% 7,679,045 +3.1% 0% $307,776,123
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4% 7,543,667 +39% 0.48% $302,418,963
FMR LLC 3.6% 6,738,679 -18% 0.01% $270,089,470
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.6% 4,909,408 -1.9% 0.12% $196,742,082
Caisse de depot et placement du Quebec 2.5% 4,767,074 0% 0.34% $191,107,799
MACKENZIE FINANCIAL CORP 2% 3,853,634 -11% 0.19% $154,422,202
PICTON MAHONEY ASSET MANAGEMENT 1.7% 3,109,636 -18% 1.6% $124,609,000
SPROTT INC. 1.5% 2,860,138 -18% 4.3% $114,635,221
ROYAL BANK OF CANADA 1.5% 2,747,687 -11% 0.02% $110,127,000
Tidal Investments LLC 1.2% 2,347,760 +25% 0.4% $94,098,221
Elliott Investment Management L.P. 1.2% 2,180,151 0% 0.64% $87,380,452
Connor, Clark & Lunn Investment Management Ltd. 1% 1,887,800 +6% 0.24% $75,647,129
HORIZON KINETICS ASSET MANAGEMENT LLC 0.97% 1,823,650 +0.34% 0.89% $73,091,884
Invesco Ltd. 0.82% 1,543,366 +85% 0.01% $61,858,109
BANK OF MONTREAL /CAN/ 0.67% 1,261,831 +0.01% 0.02% $50,563,562
GOLDMAN SACHS GROUP INC 0.66% 1,242,476 -33% 0.01% $49,798,438
Amundi 0.6% 1,127,575 -5.5% 0.01% $45,554,030
BANK OF AMERICA CORP /DE/ 0.59% 1,118,495 -16% 0% $44,829,280
PRINCIPAL FINANCIAL GROUP INC 0.59% 1,117,810 -3.3% 0.02% $44,812,017
TD Asset Management Inc 0.59% 1,103,301 -0% 0.04% $44,227,919
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.55% 1,028,188 0.01% $41,209,775

Institutional Holders of OR Royalties Inc. - Common Stock (OR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,019,412 $107,064,385 -$4,474,156 $35.39 17
2025 Q3 141,922,542 $5,686,923,873 +$341,779,678 $40.08 204
2025 Q2 133,953,074 $3,442,414,941 +$3,059,682,908 $25.71 184
2025 Q1 14,867,494 $314,001,000 +$314,001,000 $21.12 1