Who owns IMO (IMO)
Which tracked institutional funds hold IMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IMO is one-sided between 2025-Q4 and 2026-Q1: 181 added or opened and 40 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IMO’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 405 tracked filers holding IMO, 198 increased or opened the position and 179 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IMO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- VANGUARD CAPITAL MANAGEMENT LLC$498M
- VANGUARD FIDUCIARY TRUST CO$150M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93M
- Vanguard Global Advisers, LLC$68M
- VANGUARD ASSET MANAGEMENT, Ltd$35M
- Aventail Capital Group, LP$21M
Full exits 20
- VANGUARD GROUP INC$546M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$6M
- Turas Capital Management LP$4M
- Y-Intercept (Hong Kong) Ltd$4M
- TWO SIGMA ADVISERS, LP$3M
- IFG Advisory, LLC$3M
Largest adds
- FMR LLC$2.4B
- FIL Ltd$277M
- GOLDMAN SACHS GROUP INC$237M
- First Eagle Investment Management, LLC$223M
- BANK OF MONTREAL /CAN/$112M
- TD Asset Management Inc$112M
Largest trims
- AMERIPRISE FINANCIAL INC$28M
- UBS Group AG$16M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$12M
- BNP PARIBAS FINANCIAL MARKETS$7M
- INTECH INVESTMENT MANAGEMENT LLC$7M
- WELLS FARGO & COMPANY/MN$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 55,668,709 | $7.3B | 44.9% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 13,972,305 | $1.8B | 11.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,134,838 | $672M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,804,388 | $498M | 3.1% | 2026-Q1 |
| FIL Ltd added | 3,682,569 | $482M | 3.0% | 2026-Q1 |
| TD Asset Management Inc trimmed | 3,442,216 | $449M | 2.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,703,378 | $354M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,183,910 | $286M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,134,828 | $279M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,715,824 | $229M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,634,686 | $214M | 1.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,206,888 | $158M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,142,467 | $150M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,144,543 | $148M | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 1,130,795 | $148M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,003,514 | $131M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 883,138 | $115M | 0.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 817,360 | $107M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 797,121 | $104M | 0.6% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 756,315 | $97M | 0.6% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 738,034 | $94M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 710,881 | $93M | 0.6% | 2026-Q1 |
| Amundi trimmed | 659,215 | $86M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 652,792 | $85M | 0.5% | 2026-Q1 |
| Swiss National Bank added | 569,676 | $75M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 519,404 | $68M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 515,178 | $67M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 499,212 | $65M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 495,097 | $65M | 0.4% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 491,813 | $64M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 457,228 | $60M | 0.4% | 2026-Q1 |
| Fiera Capital Corp trimmed | 345,818 | $45M | 0.3% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 324,356 | $42M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 266,347 | $35M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 264,059 | $35M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 228,002 | $30M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 227,435 | $30M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 226,894 | $30M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 223,151 | $29M | 0.2% | 2026-Q1 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 222,368 | $29M | 0.2% | 2026-Q1 |
| Korea Investment CORP added | 210,987 | $28M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 204,799 | $27M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 202,659 | $27M | 0.2% | 2026-Q1 |
| QV Investors Inc. trimmed | 199,426 | $26M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 186,859 | $24M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 179,742 | $23M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 173,089 | $23M | 0.1% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 166,800 | $22M | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 162,648 | $21M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc added | 161,917 | $21M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 157,146 | $21M | 0.1% | 2026-Q1 |
| Aventail Capital Group, LP added | 156,906 | $21M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 155,957 | $20M | 0.1% | 2026-Q1 |
| Guardian Partners Inc. trimmed | 154,756 | $20M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 145,437 | $19M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 141,722 | $19M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 141,332 | $18M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 139,192 | $18M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 134,616 | $18M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 133,200 | $17M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 128,043 | $17M | 0.1% | 2026-Q1 |
| Guinness Asset Management LTD added | 122,830 | $16M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 114,041 | $15M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 110,370 | $14M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 103,338 | $13M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 99,223 | $13M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 99,214 | $13M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 98,774 | $13M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 97,020 | $13M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. trimmed | 95,292 | $12M | 0.1% | 2026-Q1 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 65,870 | $12M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 91,004 | $12M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 90,129 | $12M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 87,203 | $11M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 83,703 | $11M | 0.1% | 2026-Q1 |
| Corigliano Investment Advisers, LLC trimmed | 83,700 | $11M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 83,781 | $11M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 79,542 | $10M | 0.1% | 2026-Q1 |
| Triasima Portfolio Management inc. trimmed | 72,745 | $9M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 68,206 | $9M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 65,800 | $9M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 65,244 | $9M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 60,726 | $8M | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 58,629 | $8M | 0.0% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 58,542 | $8M | 0.0% | 2026-Q1 |
| Creative Planning added | 57,795 | $8M | 0.0% | 2026-Q1 |
| Tidal Investments LLC added | 57,677 | $7M | 0.0% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 54,799 | $7M | 0.0% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 54,369 | $7M | 0.0% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 53,906 | $7M | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 47,838 | $6M | 0.0% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 46,332 | $6M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,319,837 | $546M | 3.4% | 2025-Q4 stale |
| AustralianSuper Pty Ltd trimmed | 143,507 | $13M | 0.1% | 2025-Q3 stale |
| Pacer Advisors, Inc. trimmed | 155,435 | $11M | 0.1% | 2025-Q1 stale |
| Waratah Capital Advisors Ltd. trimmed | 100,000 | $9M | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 104,128 | $8M | 0.0% | 2025-Q1 stale |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 98,539 | $7M | 0.0% | 2025-Q1 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 75,301 | $6M | 0.0% | 2025-Q4 stale |
| HSBC HOLDINGS PLC trimmed | 69,744 | $6M | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.