Who owns OXY (OXY)
Which tracked institutional funds hold OXY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OXY 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 OXY is one-sided between 2025-Q4 and 2026-Q1: 573 added or opened and 89 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
OXY’s largest tracked holder by dollar value, BERKSHIRE HATHAWAY INC, sizes it at 6.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OXY 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 1288 tracked filers holding OXY, 729 increased or opened the position and 484 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 OXY 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 83
- VANGUARD CAPITAL MANAGEMENT LLC$3.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B
- GQG Partners LLC$1.2B
- VANGUARD FIDUCIARY TRUST CO$264M
- Vanguard Global Advisers, LLC$102M
- VANGUARD ASSET MANAGEMENT, Ltd$89M
Full exits 40
- VANGUARD GROUP INC$3.7B
- FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$249M
- Pacer Advisors, Inc.$212M
- COOPERMAN LEON G$29M
- Rokos Capital Management LLP$22M
- IMC-Chicago, LLC$20M
Largest adds
- BERKSHIRE HATHAWAY INC$6.3B
- DODGE & COX$1.5B
- STATE STREET CORP$1.2B
- BlackRock, Inc.$736M
- GEODE CAPITAL MANAGEMENT, LLC$482M
- AQR CAPITAL MANAGEMENT LLC$457M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$113M
- JANE STREET GROUP, LLC$56M
- CITADEL ADVISORS LLC$54M
- Adams Asset Advisors, LLC$26M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15M
- MUFG Securities EMEA plc$11M
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 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 264,941,431 | $17.2B | 32.9% | 2026-Q1 |
| DODGE & COX trimmed | 74,085,572 | $4.8B | 9.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 47,412,976 | $3.1B | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 43,270,797 | $2.8B | 5.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 43,348,644 | $2.8B | 5.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,185,199 | $2.4B | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 19,368,894 | $1.3B | 2.4% | 2026-Q1 |
| GQG Partners LLC added | 18,311,639 | $1.2B | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,976,687 | $713M | 1.4% | 2026-Q1 |
| H&H International Investment, LLC trimmed | 10,261,500 | $667M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 10,014,092 | $651M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 8,713,413 | $566M | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 7,418,312 | $482M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,707,201 | $436M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 6,496,660 | $422M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 5,761,082 | $374M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,635,341 | $366M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,872,439 | $317M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,645,133 | $302M | 0.6% | 2026-Q1 |
| FMR LLC added | 4,318,243 | $281M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,061,367 | $264M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 3,877,986 | $252M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 3,803,322 | $247M | 0.5% | 2026-Q1 |
| Scharf Investments, LLC added | 3,583,864 | $233M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,548,625 | $231M | 0.4% | 2026-Q1 |
| Smead Capital Management, Inc. trimmed | 3,095,535 | $201M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 3,049,186 | $198M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,033,315 | $197M | 0.4% | 2026-Q1 |
| Amundi added | 2,979,380 | $194M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,680,365 | $174M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,472,393 | $161M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 2,295,768 | $149M | 0.3% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 2,236,364 | $145M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 2,221,947 | $145M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 2,168,414 | $141M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 2,064,698 | $134M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,014,811 | $131M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,967,819 | $128M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,898,966 | $126M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,741,287 | $113M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,734,052 | $113M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,685,169 | $110M | 0.2% | 2026-Q1 |
| Adams Asset Advisors, LLC trimmed | 1,682,753 | $109M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,639,357 | $107M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,636,367 | $106M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,568,766 | $102M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,474,610 | $96M | 0.2% | 2026-Q1 |
| Himalaya Capital Management LLC | 1,466,500 | $95M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,452,470 | $94M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,363,392 | $89M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 1,295,650 | $84M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 1,225,765 | $80M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,212,335 | $79M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP added | 1,206,194 | $78M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,179,755 | $77M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,178,166 | $77M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,171,781 | $76M | 0.1% | 2026-Q1 |
| National Pension Service added | 1,158,255 | $75M | 0.1% | 2026-Q1 |
| Freestone Grove Partners LP new | 1,149,223 | $75M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,129,893 | $73M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,103,308 | $72M | 0.1% | 2026-Q1 |
| Tredje AP-fonden added | 1,043,654 | $68M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,011,915 | $66M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 983,013 | $64M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 919,648 | $60M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 852,162 | $55M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 851,982 | $55M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 844,161 | $55M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 834,720 | $54M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 810,571 | $53M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 807,929 | $53M | 0.1% | 2026-Q1 |
| Swedbank AB added | 806,128 | $52M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 803,983 | $52M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 783,041 | $50M | 0.1% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 725,223 | $47M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 723,673 | $47M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 718,395 | $47M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 678,801 | $44M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 674,376 | $44M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 634,017 | $41M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 631,076 | $41M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 624,017 | $41M | 0.1% | 2026-Q1 |
| Sourcerock Group LLC new | 611,101 | $40M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 578,123 | $39M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 595,033 | $39M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 575,143 | $37M | 0.1% | 2026-Q1 |
| Hosking Partners LLP trimmed | 568,394 | $37M | 0.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 560,544 | $36M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 552,271 | $36M | 0.1% | 2026-Q1 |
| TB Alternative Assets Ltd. added | 514,702 | $33M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 497,486 | $32M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 785,562 | $32M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 491,665 | $32M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 483,490 | $31M | 0.1% | 2026-Q1 |
| Encompass Capital Advisors LLC trimmed | 451,396 | $29M | 0.1% | 2026-Q1 |
| Pacific Heights Asset Management LLC | 450,000 | $29M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 89,577,756 | $3.7B | 7.0% | 2025-Q4 stale |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 6,050,418 | $249M | 0.5% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 5,148,149 | $212M | 0.4% | 2025-Q4 stale |
| Sarasin & Partners LLP trimmed | 939,538 | $48M | 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.