Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
637 institutional managers reported holding ORI for the quarter ended Mar 31, 2026. Together they hold about 74% of shares outstanding; the top 10 hold 45%. 74 opened new positions; 112 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 26.31M | 10.55% | $1.05B | trimmed -3.2% | ≤2013 |
| Vanguard Group | 23.83M | 9.56% | $951.1M | trimmed -1.9% | ≤2013 |
| BNY Mellon | 12.24M | 4.91% | $488.5M | added +3.3% | ≤2013 |
| State Street | 10.08M | 4.04% | $402.5M | unchanged | ≤2013 |
| Geode Capital | 7.69M | 3.08% | $306.7M | added +83.8% | ≤2013 |
| Victory Capital Management INC | 6.93M | 2.78% | $276.6M | trimmed -13.5% | 2018 Q1 |
| Charles Schwab Investment Management | 6.90M | 2.77% | $275.4M | added +302.3% | ≤2013 |
| Dimensional Fund Advisors | 6.72M | 2.69% | $268.3M | added +0.9% | ≤2013 |
| AQR Capital | 5.78M | 2.32% | $230.8M | trimmed -21.9% | ≤2013 |
| Hamlin Capital Management, LLC (focused) | 4.74M | 1.90% | $189.1M | trimmed -1% | 2018 Q1 |
| Thrivent Financial for Lutherans | 3.88M | 1.55% | $154.7M | trimmed -1.9% | ≤2013 |
| GQG Partners | 3.53M | 1.42% | $141.0M | added +3.4% | 2025 Q4 |
| Raymond James Financial INC | 3.13M | 1.25% | $124.8M | trimmed -3.3% | ≤2013 |
| Morgan Stanley | 3.09M | 1.24% | $123.3M | added +18.1% | ≤2013 |
| Captrust Financial Advisors | 2.83M | 1.14% | $112.9M | trimmed -13.1% | 2017 Q4 |
| First Trust Advisors LP | 2.82M | 1.13% | $112.7M | added +18.5% | ≤2013 |
| Northern Trust | 2.71M | 1.09% | $108.3M | added +6.8% | ≤2013 |
| LSV Asset Management | 2.62M | 1.05% | $104.7M | trimmed -3.6% | 2017 Q2 |
| Miller Howard Investments INC /NY | 1.66M | 0.67% | $66.2M | trimmed -16.9% | 2018 Q1 |
| Goldman Sachs | 1.63M | 0.65% | $64.9M | added +4.4% | ≤2013 |
| Quantinno Capital Management LP | 1.17M | 0.47% | $46.9M | added +31.4% | 2021 Q4 |
| Gw&k Investment Management, LLC | 1.15M | 0.46% | $46.0M | trimmed -2% | 2022 Q1 |
| UBS | 1.14M | 0.46% | $45.4M | trimmed -46.6% | ≤2013 |
| Invesco | 1.12M | 0.45% | $44.7M | trimmed -48.2% | ≤2013 |
| Tctc Holdings, LLC | 979.2k | 0.39% | $39.1M | unchanged | ≤2013 |
| M&T Bank CORP | 924.7k | 0.37% | $36.9M | added +26043.9% | ≤2013 |
| Gotham Asset Management | 887.5k | 0.36% | $35.4M | trimmed -17.8% | 2021 Q1 |
| North Star Investment Management CORP. | 799.2k | 0.32% | $31.9M | added +2.3% | ≤2013 |
| Nomura Asset Management International INC. | 796.1k | 0.32% | $31.8M | trimmed -1.2% | 2025 Q4 |
| Systematic Financial Management LP | 785.8k | 0.32% | $31.4M | trimmed -2.7% | 2020 Q2 |
| Port Capital LLC | 764.9k | 0.31% | $30.5M | added +24.4% | 2025 Q3 |
| Franklin Resources | 761.6k | 0.30% | $30.4M | added +187.3% | ≤2013 |
| Macquarie Group LTD | 755.0k | 0.30% | $30.1M | unchanged | 2018 Q1 |
| Arbejdsmarkedets Tillaegspension | 646.3k | 0.26% | $25.8M | added +20.2% | 2025 Q4 |
| Rhumbline Advisers | 616.2k | 0.25% | $24.6M | added +1.8% | ≤2013 |
| ProShare Advisors LLC | 602.7k | 0.24% | $24.1M | trimmed -23.6% | ≤2013 |
| Focus Partners Wealth | 584.8k | 0.23% | $23.3M | trimmed -2.8% | 2023 Q4 |
| Retirement Systems of Alabama | 580.8k | 0.23% | $23.2M | added +1% | ≤2013 |
| Ritholtz Wealth Management | 580.3k | 0.23% | $23.2M | trimmed -0.9% | 2021 Q1 |
| CalPERS | 578.3k | 0.23% | $23.1M | trimmed -8.3% | ≤2013 |
| FMR (Fidelity) | 544.8k | 0.22% | $21.7M | trimmed -30.6% | 2018 Q1 |
| Wealth Enhancement Advisory Services, LLC | 532.5k | 0.21% | $21.3M | trimmed -24.9% | 2023 Q3 |
| Bank OF America CORP /DE/ | 517.4k | 0.21% | $20.6M | trimmed -7.8% | ≤2013 |
| Principal Financial Group INC | 508.5k | 0.20% | $20.3M | added +3.9% | ≤2013 |
| DDD Partners, LLC | 492.1k | 0.20% | $19.6M | unchanged | 2020 Q3 |
| LPL Financial LLC | 474.8k | 0.19% | $18.9M | trimmed -5.4% | ≤2013 |
| Swiss National Bank | 465.5k | 0.19% | $18.6M | unchanged | ≤2013 |
| Royal Bank OF Canada | 433.8k | 0.17% | $17.3M | trimmed -34.2% | ≤2013 |
| US Bancorp \DE\ | 432.5k | 0.17% | $17.3M | unchanged | ≤2013 |
| Nordea Investment Management AB | 406.4k | 0.16% | $16.2M | trimmed -4.6% | 2016 Q2 |
Largest 50 of 637 shown; the full ranked, searchable register is at boothcheck.com/holders/ORI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.