Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NRT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MARSHALL WACE, LLP | 312K | $2.8M | +2042.2% | 3.393% | 0.00% |
| 2 | Advisory Services Network, LLC | 68K | $615K | +91.5% | 0.744% | 0.01% |
| 3 | CITADEL ADVISORS LLC | 66K | $594K | +20.4% | 0.718% | 0.00% |
| 4 | MORGAN STANLEY | 64K | $574K | -21.6% | 0.693% | 0.00% |
| 5 | Washington Trust Advisors, Inc. | 53K | $481K | 0.0% | 0.581% | 0.04% |
| 6 | LPL Financial LLC | 35K | $317K | +15.6% | 0.384% | 0.00% |
| 7 | INTEGRITY ALLIANCE, LLC. | 32K | $291K | β | 0.351% | 0.01% |
| 8 | Verdad Advisers, LP | 31K | $277K | +115.1% | 0.335% | 0.31% |
| 9 | JANE STREET GROUP, LLC | 29K | $258K | β | 0.312% | 0.00% |
| 10 | Kingsview Wealth Management, LLC | 16K | $146K | β | 0.177% | 0.00% |
| 11 | Private Advisor Group, LLC | 12K | $108K | β | 0.131% | 0.00% |
| 12 | ADVISOR GROUP HOLDINGS, INC. | 12K | $105K | -14.6% | 0.127% | 0.00% |
| 13 | Wellington Shields Capital Management, LLC | 10K | $92K | 0.0% | 0.112% | 0.01% |
| 14 | Sunbelt Securities, Inc. | 10K | $90K | 0.0% | 0.109% | 0.01% |
| 15 | WELLS FARGO & COMPANY/MN | 7K | $63K | -0.0% | 0.076% | 0.00% |
| 16 | UBS Group AG | 5K | $42K | +885.6% | 0.051% | 0.00% |
| 17 | Farther Finance Advisors, LLC | 2K | $19K | 0.0% | 0.024% | 0.00% |
| 18 | HM PAYSON & CO | 2K | $16K | 0.0% | 0.019% | 0.00% |
| 19 | Wellington Shields & Co., LLC | 2K | $14K | -6.3% | 0.016% | 0.00% |
| 20 | Larson Financial Group LLC | 415 | $4K | +2.7% | 0.005% | 0.00% |
| 21 | CoreCap Advisors, LLC | 300 | $3K | 0.0% | 0.003% | 0.00% |
| 22 | Federation des caisses Desjardins du Quebec | 200 | $2K | β | 0.002% | 0.00% |
| 23 | HARBOUR INVESTMENTS, INC. | 200 | $2K | β | 0.002% | 0.00% |
| 24 | Cambridge Investment Research Advisors, Inc. | 59K | $533 | +136.2% | 0.644% | 0.00% |
| 25 | Fruth Investment Management | 31K | $279 | 0.0% | 0.338% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NRT β a direct measure of their conviction.
Filings activity in NRT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 30 | +20% | 9.82% | +6.51 pp | $7M | +196% |
| Q4 2025 | 25 | +25% | 3.31% | +0.81 pp | $2M | +33% |
| Q3 2025 | 20 | 20% | 2.50% | 0.02 pp | $2M | 0.9% |
| Q2 2025 | 25 | +0.0% | 2.52% | 0.36 pp | $2M | 12% |
| Q1 2025 | 25 | 17% | 2.88% | +0.17 pp | $2M | +6.2% |
| Q4 2024 | 30 | +0.0% | 2.71% | 0.39 pp | $2M | 13% |
| Q3 2024 | 30 | +11% | 3.10% | 0.44 pp | $2M | 12% |
| Q2 2024 | 27 | β | 3.54% | β | $2M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NRT stock.
Based on Q1 2026 13F filings, institutional ownership of North European Oil Royalty Trust stands at 9.8%, held across 30 reporting institutions.
MARSHALL WACE, LLP is the largest reported institutional holder of NRT, with approximately 311,842 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of NRT, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for NRT is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in NRT during Q1 2026, while 3 fully exited. 20 added to existing positions and 2 trimmed.
NRT institutional ownership rose by 6.51 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 91.9% of all reported 13F value in NRT, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
North European Oil Royalty Trust (NRT) Institutional Ownership