Who owns OVV (OVV)
Which tracked institutional funds hold OVV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVV 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 OVV is one-sided between 2025-Q4 and 2026-Q1: 296 added or opened and 69 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
OVV’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes OVV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OVV 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 608 tracked filers holding OVV, 351 increased or opened the position and 258 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 OVV 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 61
- VANGUARD PORTFOLIO MANAGEMENT LLC$897M
- VANGUARD CAPITAL MANAGEMENT LLC$750M
- Capital Research Global Investors$318M
- VANGUARD FIDUCIARY TRUST CO$103M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$62M
- VAN ECK ASSOCIATES CORP$46M
Full exits 29
- VANGUARD GROUP INC$1.1B
- Pacer Advisors, Inc.$57M
- TWO SIGMA ADVISERS, LP$16M
- Long Focus Capital Management, LLC$15M
- Brandywine Global Investment Management, LLC$7M
- Interval Partners, LP$5M
Largest adds
- FMR LLC$593M
- BlackRock, Inc.$436M
- Invesco Ltd.$358M
- STATE STREET CORP$249M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$204M
- DIMENSIONAL FUND ADVISORS LP$193M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$230M
- Holocene Advisors, LP$124M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65M
- Point72 Asset Management, L.P.$60M
- Freestone Grove Partners LP$43M
- D. E. Shaw & Co., Inc.$31M
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 | 24,047,575 | $1.4B | 9.6% | 2026-Q1 |
| FMR LLC added | 23,760,465 | $1.4B | 9.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 15,108,630 | $897M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,634,528 | $750M | 5.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 10,545,700 | $626M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 9,979,363 | $592M | 4.0% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 8,501,093 | $505M | 3.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 7,880,705 | $468M | 3.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,211,260 | $428M | 2.9% | 2026-Q1 |
| Invesco Ltd. added | 6,861,606 | $407M | 2.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 5,922,629 | $352M | 2.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 5,856,068 | $348M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,365,367 | $319M | 2.1% | 2026-Q1 |
| Capital Research Global Investors new | 5,361,215 | $318M | 2.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 4,907,109 | $291M | 2.0% | 2026-Q1 |
| Merewether Investment Management, LP added | 4,283,314 | $254M | 1.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 3,376,430 | $200M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,945,692 | $175M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,657,087 | $158M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,513,198 | $149M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,398,117 | $142M | 1.0% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,952,665 | $116M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,827,495 | $108M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,785,091 | $106M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,727,566 | $103M | 0.7% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 1,718,323 | $102M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 1,709,114 | $101M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,581,147 | $94M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,481,562 | $88M | 0.6% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 1,313,009 | $78M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,233,202 | $73M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,223,045 | $73M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,185,250 | $70M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,168,038 | $69M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,144,423 | $68M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,127,070 | $67M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,093,758 | $66M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,106,969 | $66M | 0.4% | 2026-Q1 |
| Yaupon Capital Management LP trimmed | 1,096,571 | $65M | 0.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 1,044,654 | $62M | 0.4% | 2026-Q1 |
| Sourcerock Group LLC added | 941,950 | $56M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 917,294 | $54M | 0.4% | 2026-Q1 |
| GOLDENTREE ASSET MANAGEMENT LP trimmed | 825,502 | $49M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 804,000 | $48M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 796,340 | $47M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 781,540 | $46M | 0.3% | 2026-Q1 |
| Webs Creek Capital Management LP trimmed | 775,200 | $46M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 737,478 | $44M | 0.3% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 734,510 | $44M | 0.3% | 2026-Q1 |
| Callodine Capital Management, LP added | 733,807 | $44M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 732,328 | $43M | 0.3% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 720,681 | $43M | 0.3% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. new | 680,830 | $40M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 670,905 | $40M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 647,287 | $38M | 0.3% | 2026-Q1 |
| SIR Capital Management, L.P. added | 636,025 | $38M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 615,983 | $37M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC added | 615,259 | $37M | 0.2% | 2026-Q1 |
| Pacific Heights Asset Management LLC | 600,000 | $36M | 0.2% | 2026-Q1 |
| Weiss Asset Management LP new | 596,820 | $35M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 560,900 | $33M | 0.2% | 2026-Q1 |
| Sagefield Capital LP trimmed | 523,798 | $31M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 521,764 | $31M | 0.2% | 2026-Q1 |
| Aventail Capital Group, LP added | 487,237 | $29M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 480,840 | $29M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 455,666 | $27M | 0.2% | 2026-Q1 |
| Hartree Partners, LP trimmed | 452,446 | $27M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 445,371 | $26M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO added | 435,644 | $26M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 435,014 | $26M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 422,414 | $25M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 412,758 | $25M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 412,287 | $24M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 401,584 | $24M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 395,355 | $23M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 381,337 | $23M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 380,895 | $23M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 369,965 | $22M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 353,749 | $21M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 350,386 | $21M | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 349,860 | $21M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 340,407 | $20M | 0.1% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 327,911 | $19M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 327,590 | $19M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 315,658 | $19M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 467,874 | $18M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 297,560 | $18M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 289,059 | $17M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 284,891 | $17M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 282,674 | $17M | 0.1% | 2026-Q1 |
| M&G PLC added | 278,068 | $16M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 279,387 | $16M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 27,430,896 | $1.1B | 7.2% | 2025-Q4 stale |
| Smead Capital Management, Inc. trimmed | 3,459,320 | $140M | 0.9% | 2025-Q3 stale |
| AMUNDI added | 2,231,116 | $87M | 0.6% | 2025-Q1 stale |
| Encompass Capital Advisors LLC added | 1,635,482 | $70M | 0.5% | 2025-Q1 stale |
| Pacer Advisors, Inc. trimmed | 1,453,470 | $57M | 0.4% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,421,298 | $54M | 0.4% | 2025-Q2 stale |
| Alberta Investment Management Corp added | 721,500 | $20M | 0.1% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 419,785 | $16M | 0.1% | 2025-Q4 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.