OR Royalties Inc. (OR) Institutional Ownership

Ownership Summary

A total of 2 institutions have reported a stake in OR Royalties Inc. (NYSE:OR) as of December 2025, according to recent 13F filings with the SEC.

• OR Royalties saw its institutional ownership percentage fell to 0.2% in December 2025 from 75.5% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 7.20%, with a year-over-year a decrease of 98.80% in the count of filers.
• Among the 2 institutional holders of OR Royalties, 2 added to their stakes while 0 trimmed their positions and 0 held steady.
• This class of investors increased its holdings in OR Royalties to 409.22K shares for the 13F-cycle ending December 2025, up by 27.47K shares quarter on quarter, and down 130.08Mn shares year over year.
• CWA Asset Management Group, LLC continues to be the largest institutional holder of OR Royalties as of December 31, 2025, with a position of 408.92K shares, representing 0.22% of the company's outstanding stock.
• Among the most significant buyers of OR Royalties during December 2025 were CWA Asset Management Group, LLC (27.17K), Aventura Private Wealth, LLC (300).
• The top 2 institutional holders of OR Royalties for the quarter ending December 2025 included CWA Asset Management Group, LLC (408.92K), Aventura Private Wealth, LLC (300).