Who owns ORI (ORI)
Which tracked institutional funds hold ORI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ORI 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 ORI is one-sided between 2025-Q4 and 2026-Q1: 61 added or opened and 233 trimmed or exited — on balance reducing.
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
ORI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ORI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ORI 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 654 tracked filers holding ORI, 297 increased or opened the position and 349 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 ORI 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 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$480M
- VANGUARD CAPITAL MANAGEMENT LLC$397M
- VANGUARD FIDUCIARY TRUST CO$56M
- VANGUARD ASSET MANAGEMENT, Ltd$8M
- Lighthouse Investment Partners, LLC$7M
- Mirae Asset Global Investments Co., Ltd.$6M
Full exits 43
- VANGUARD GROUP INC$1.1B
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$32M
- Brandywine Global Investment Management, LLC$25M
- VIRGINIA RETIREMENT SYSTEMS ET Al$22M
- Gillson Capital LP$11M
- Cyndeo Wealth Partners, LLC$10M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$197M
- GEODE CAPITAL MANAGEMENT, LLC$116M
- M&T Bank Corp$36M
- FRANKLIN RESOURCES INC$18M
- CITADEL ADVISORS LLC$8M
- Corient Private Wealth LLC$7M
Largest trims
- BlackRock, Inc.$278M
- AQR CAPITAL MANAGEMENT LLC$108M
- VICTORY CAPITAL MANAGEMENT INC$89M
- Invesco Ltd.$70M
- STATE STREET CORP$56M
- Bank of New York Mellon Corp$53M
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 | 24,114,698 | $962M | 12.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 12,241,253 | $488M | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,018,698 | $480M | 6.0% | 2026-Q1 |
| STATE STREET CORP added | 10,084,248 | $402M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,951,247 | $397M | 4.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,685,979 | $307M | 3.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 6,930,525 | $277M | 3.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,901,189 | $275M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 6,721,774 | $268M | 3.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 5,772,831 | $230M | 2.9% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 4,738,966 | $189M | 2.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 3,875,242 | $155M | 1.9% | 2026-Q1 |
| GQG Partners LLC added | 3,532,203 | $141M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,126,584 | $125M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 3,089,034 | $123M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 2,881,173 | $113M | 1.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 2,829,433 | $113M | 1.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,823,545 | $113M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,712,578 | $108M | 1.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,623,467 | $105M | 1.3% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 1,658,950 | $66M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,627,010 | $65M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,410,464 | $56M | 0.7% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,174,530 | $47M | 0.6% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,152,109 | $46M | 0.6% | 2026-Q1 |
| TCTC Holdings, LLC trimmed | 979,241 | $39M | 0.5% | 2026-Q1 |
| M&T Bank Corp added | 924,708 | $37M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 892,352 | $36M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 887,544 | $35M | 0.4% | 2026-Q1 |
| North Star Investment Management Corp. added | 799,237 | $32M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 796,140 | $32M | 0.4% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 785,758 | $31M | 0.4% | 2026-Q1 |
| Port Capital LLC added | 764,889 | $31M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 761,616 | $30M | 0.4% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 755,040 | $30M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 718,934 | $29M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 694,625 | $28M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 646,342 | $26M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 616,238 | $25M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 602,737 | $24M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 584,757 | $23M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 580,791 | $23M | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 580,251 | $23M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 578,333 | $23M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 532,483 | $21M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 517,395 | $21M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 515,153 | $21M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 508,492 | $20M | 0.3% | 2026-Q1 |
| DDD Partners, LLC added | 492,132 | $20M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 474,798 | $19M | 0.2% | 2026-Q1 |
| Swiss National Bank | 465,500 | $19M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 443,787 | $18M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 433,783 | $17M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 432,473 | $17M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 406,414 | $16M | 0.2% | 2026-Q1 |
| Man Group plc added | 399,393 | $16M | 0.2% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 384,330 | $15M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 383,186 | $15M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 356,993 | $14M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 348,273 | $14M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 348,044 | $14M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 341,611 | $14M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 333,175 | $13M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 283,722 | $13M | 0.2% | 2026-Q1 |
| Paradiem, LLC trimmed | 318,062 | $13M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 317,023 | $13M | 0.2% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 306,998 | $12M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 286,004 | $11M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 287,013 | $11M | 0.1% | 2026-Q1 |
| Leith Wheeler Investment Counsel Ltd. added | 277,533 | $11M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 276,663 | $11M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 274,831 | $11M | 0.1% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 271,769 | $11M | 0.1% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 267,614 | $11M | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 267,239 | $11M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 253,824 | $10M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 240,834 | $10M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 240,837 | $10M | 0.1% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 237,561 | $9M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 237,456 | $9M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 213,774 | $9M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 212,652 | $8M | 0.1% | 2026-Q1 |
| Bogart Wealth, LLC added | 205,457 | $8M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 200,539 | $8M | 0.1% | 2026-Q1 |
| VIKING FUND MANAGEMENT LLC | 200,000 | $8M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 198,724 | $8M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue added | 190,407 | $8M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 188,398 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 23,847,416 | $1.1B | 13.5% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 700,715 | $32M | 0.4% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 557,475 | $25M | 0.3% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 479,861 | $22M | 0.3% | 2025-Q4 stale |
| Alaska Permanent Fund Corp | 509,274 | $19M | 0.2% | 2025-Q1 stale |
| CHURCHILL MANAGEMENT Corp trimmed | 320,694 | $12M | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 279,373 | $12M | 0.1% | 2025-Q3 stale |
| Gillson Capital LP new | 232,900 | $11M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 257,649 | $10M | 0.1% | 2025-Q1 stale |
| Cyndeo Wealth Partners, LLC added | 220,721 | $10M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 261,203 | $10M | 0.1% | 2025-Q2 stale |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 210,948 | $9M | 0.1% | 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.