Who owns O (O)
Which tracked institutional funds hold O, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See O 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 O is one-sided between 2025-Q4 and 2026-Q1: 427 added or opened and 138 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
O’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in O 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 1428 tracked filers holding O, 792 increased or opened the position and 574 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 O 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 51
- VANGUARD PORTFOLIO MANAGEMENT LLC$5.0B
- VANGUARD CAPITAL MANAGEMENT LLC$3.7B
- VANGUARD FIDUCIARY TRUST CO$317M
- Vanguard Global Advisers, LLC$123M
- VANGUARD ASSET MANAGEMENT, Ltd$98M
- Vanguard Investments Australia, Ltd.$65M
Full exits 36
- VANGUARD GROUP INC$8.5B
- RUSH ISLAND MANAGEMENT, LP$113M
- Nan Shan Life Insurance Co., Ltd.$107M
- BURKEHILL GLOBAL MANAGEMENT, LP$34M
- VIRGINIA RETIREMENT SYSTEMS ET Al$27M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$23M
Largest adds
- STATE STREET CORP$318M
- GEODE CAPITAL MANAGEMENT, LLC$215M
- DEUTSCHE BANK AG\$140M
- Amundi$105M
- D. E. Shaw & Co., Inc.$104M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$81M
Largest trims
- COHEN & STEERS, INC.$159M
- MORGAN STANLEY$99M
- UBS Group AG$95M
- GOLDMAN SACHS GROUP INC$82M
- FEDERATED HERMES, INC.$58M
- Daiwa Securities Group Inc.$55M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 96,899,448 | $5.9B | 12.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 81,234,234 | $5.0B | 10.3% | 2026-Q1 |
| STATE STREET CORP added | 63,763,245 | $3.9B | 8.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 60,123,420 | $3.7B | 7.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 30,297,093 | $1.9B | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,332,135 | $1.1B | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 15,242,786 | $933M | 1.9% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 14,142,311 | $865M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 13,833,893 | $846M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 13,018,219 | $796M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 12,188,656 | $746M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,089,403 | $740M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 11,485,224 | $703M | 1.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 10,537,731 | $645M | 1.3% | 2026-Q1 |
| NORGES BANK added | 10,970,495 | $636M | 1.3% | 2026-Q1 |
| APG Asset Management US Inc. added | 8,937,472 | $553M | 1.2% | 2026-Q1 |
| FMR LLC added | 8,861,441 | $542M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 8,001,166 | $490M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,899,614 | $422M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 6,663,458 | $408M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,451,265 | $334M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 5,187,776 | $317M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 5,118,129 | $313M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 4,296,598 | $263M | 0.5% | 2026-Q1 |
| Amundi added | 4,183,310 | $256M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 4,145,348 | $254M | 0.5% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 3,961,881 | $242M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 3,956,626 | $242M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,644,874 | $223M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,138,201 | $192M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,968,288 | $182M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,918,579 | $179M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC added | 2,831,029 | $173M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,821,589 | $173M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,699,694 | $165M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 2,486,968 | $152M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,452,994 | $150M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 2,396,658 | $147M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,350,489 | $144M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 2,144,149 | $131M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,094,823 | $128M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,012,455 | $123M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,000,103 | $122M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 1,989,860 | $122M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,952,166 | $119M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,944,134 | $119M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,859,975 | $114M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,850,345 | $113M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,791,416 | $110M | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 1,783,981 | $109M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 1,770,166 | $108M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,755,378 | $107M | 0.2% | 2026-Q1 |
| National Pension Service added | 1,617,860 | $99M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,605,555 | $98M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,508,521 | $92M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,473,505 | $89M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,561,374 | $88M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 1,424,959 | $87M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,438,701 | $87M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,376,636 | $84M | 0.2% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,352,780 | $83M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 1,337,540 | $82M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,306,840 | $80M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,303,888 | $80M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,293,709 | $79M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,276,937 | $78M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,255,063 | $77M | 0.2% | 2026-Q1 |
| Adelante Capital Management LLC trimmed | 1,193,546 | $73M | 0.2% | 2026-Q1 |
| Heitman Real Estate Securities LLC added | 1,191,070 | $73M | 0.2% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 1,143,670 | $70M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,142,112 | $70M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,137,821 | $70M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 1,135,942 | $69M | 0.1% | 2026-Q1 |
| J. Safra Sarasin Holding AG added | 1,074,854 | $66M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 1,067,542 | $65M | 0.1% | 2026-Q1 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 1,021,228 | $62M | 0.1% | 2026-Q1 |
| AEW CAPITAL MANAGEMENT L P trimmed | 1,020,314 | $62M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,018,088 | $62M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 985,995 | $60M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 945,037 | $58M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 927,509 | $57M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 869,560 | $53M | 0.1% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 845,743 | $52M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 844,728 | $52M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 842,992 | $52M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 838,067 | $51M | 0.1% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 835,047 | $51M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 782,824 | $48M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 743,223 | $45M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 742,713 | $45M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 719,443 | $44M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 708,357 | $43M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 703,846 | $43M | 0.1% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 696,020 | $43M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 666,195 | $41M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 655,402 | $40M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 150,415,270 | $8.5B | 17.6% | 2025-Q4 stale |
| RUSH ISLAND MANAGEMENT, LP trimmed | 2,004,065 | $113M | 0.2% | 2025-Q4 stale |
| Nan Shan Life Insurance Co., Ltd. | 1,895,302 | $107M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 1,228,140 | $71M | 0.1% | 2025-Q1 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.