DaveManuel.com · Institutional Ownership · Who Owns It
OCCIDENTAL PETE CORP (OXY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,256
Reporting holders
$44.0B
Reported value
84.1%
Of shares outstanding
4.3%
Calls
2.9%
Puts
-69
Holder change
Institutions report 840,329,554 shares against 999,637,371 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $12.9B | 264,941,431 | 4.30% | 18q | HELD |
| Dodge & Cox | $3.5B | 72,764,944 | 1.85% | 31q | -1.8%-$64.1M |
| BlackRock, Inc. | $2.7B | 55,855,049 | 0.04% | 8q | +6.1%+$156.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3B | 48,097,126 | 0.05% | 2q | +1.4%+$33.2M |
| STATE STREET CORP | $2.3B | 46,141,269 | 0.07% | 31q | +6.6%+$140.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 39,510,431 | 0.09% | 2q | +9.2%+$161.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $962.8M | 19,900,735 | 0.05% | 31q | +2.7%+$25.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $888.6M incl. $756.2M options CALL+PUT | 2,724,339 | 0.07% | 31q | +553.4%+$752.6M |
| Invesco Ltd. | $619.0M | 12,745,004 | 0.05% | 31q | +68.5%+$251.7M |
| MORGAN STANLEY | $594.5M | 12,240,048 | 0.03% | 35q | +11.5%+$61.4M |
| AQR CAPITAL MANAGEMENT LLC | $557.3M | 11,473,188 | 0.19% | 31q | +31.6%+$133.8M |
| CITADEL ADVISORS LLC | $544.2M incl. $432.9M options CALL+PUT | 2,291,616 | 0.06% | 31q | +183.6%+$352.3M |
| Bank of New York Mellon Corp | $517.0M | 10,643,916 | 0.08% | 31q | +84.8%+$237.2M |
| H&H International Investment, LLC | $498.4M | 10,261,500 | 2.61% | 11q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $487.0M | 10,026,694 | 0.09% | 31q | HELD |
| JANE STREET GROUP, LLC | $450.3M incl. $447.3M options CALL+PUT | 60,473 | 0.04% | 31q | -36.3%-$256.4M |
| Qube Research & Technologies Ltd | $329.5M incl. $58.2M options CALL+PUT | 5,585,331 | 0.31% | 12q | HELD |
| BANK OF AMERICA CORP /DE/ | $326.9M | 6,730,796 | 0.02% | 31q | HELD |
| NORTHERN TRUST CORP | $316.8M | 6,522,586 | 0.04% | 31q | HELD |
| Point72 Asset Management, L.P. | $303.9M incl. $51.7M options CALL+PUT | 5,193,668 | 0.34% | 16q | +93.8%+$147.1M |
| UBS Group AG | $298.1M incl. $112.2M options CALL+PUT | 3,825,633 | 0.04% | 31q | +25.5%+$60.5M |
| BNP PARIBAS FINANCIAL MARKETS | $291.6M incl. $103.6M options CALL+PUT | 3,871,511 | 0.10% | 31q | +122.3%+$160.5M |
| GOLDMAN SACHS GROUP INC | $284.2M incl. $11.1M options CALL+PUT | 5,622,427 | 0.02% | 31q | +21.0%+$49.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $279.8M | 5,760,317 | 0.04% | 31q | +2.2%+$6.1M |
| IMC-Chicago, LLC | $249.6M incl. $227.2M options CALL+PUT | 460,480 | 0.06% | 19q | HELD |
| PeakShares LLC | $228.2M | 4,698,000 | 0.17% | 3q | +104579.1%+$228.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $225.7M | 4,647,331 | 0.04% | 31q | -4.6%-$10.9M |
| D. E. Shaw & Co., Inc. | $207.6M incl. $58.2M options CALL+PUT | 3,076,764 | 0.10% | 31q | +870.6%+$186.3M |
| VANGUARD FIDUCIARY TRUST CO | $198.8M | 4,093,322 | 0.04% | 2q | +0.8%+$1.6M |
| FMR LLC | $180.7M | 3,721,356 | 0.01% | 31q | -15.4%-$32.8M |
| TWO SIGMA INVESTMENTS, LP | $176.9M incl. $3.2M options CALL+PUT | 3,576,936 | 0.13% | 11q | +0.8%+$1.4M |
| Pacer Advisors, Inc. | $175.9M | 3,622,193 | 0.45% | 25q | -22.8%-$51.8M |
| JPMORGAN CHASE & CO | $175.1M incl. $47.7M options CALL+PUT | 2,596,088 | 0.01% | 31q | +36.7%+$47.0M |
| DANSKE BANK A/S | $174.2M | 3,587,419 | 0.34% | 10q | +9370.5%+$172.4M |
| Legal & General Group Plc | $168.9M | 3,476,632 | 0.04% | 31q | -10.3%-$19.5M |
| MILLENNIUM MANAGEMENT LLC | $166.4M incl. $55.8M options CALL+PUT | 2,277,245 | 0.06% | 31q | +15.7%+$22.6M |
| Assenagon Asset Management S.A. | $165.4M | 3,404,840 | 0.10% | 18q | +753.0%+$146.0M |
| Scharf Investments, LLC | $154.8M | 3,187,747 | 5.11% | 9q | -11.1%-$19.2M |
| Amundi | $150.5M | 3,098,454 | 0.04% | 21q | +4.0%+$5.8M |
| AMERICAN CENTURY COMPANIES INC | $142.6M | 2,934,962 | 0.06% | 31q | +45.7%+$44.7M |
| Smead Capital Management, Inc. | $140.4M | 2,889,985 | 3.01% | 20q | -6.6%-$10.0M |
| Walleye Trading LLC | $138.4M incl. $127.4M options CALL+PUT | 227,189 | 0.16% | 31q | HELD |
| Tidal Investments LLC | $134.4M incl. $34.1M options CALL | 2,065,731 | 0.23% | 25q | -7.0%-$10.2M |
| Nuveen, LLC | $118.0M | 2,429,524 | 0.03% | 6q | +5.8%+$6.5M |
| BARCLAYS PLC | $117.6M | 2,420,563 | 0.02% | 31q | -36.4%-$67.2M |
| Optiver Holding B.V. | $113.3M incl. $112.0M options CALL+PUT | 26,256 | 0.03% | 15q | +6121.8%+$111.5M |
| COOKE & BIELER LP | $107.8M | 2,219,769 | 1.25% | 10q | -0.7%-$806.0K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $106.1M | 2,183,837 | 0.36% | 3q | +78.2%+$46.5M |
| SIMPLEX TRADING, LLC | $105.2M CALL+PUT | options only | 0.06% | 26q | OPTIONS |
| Swiss National Bank | $101.3M | 2,086,214 | 0.05% | 31q | -3.8%-$4.0M |
| DEUTSCHE BANK AG\ | $96.4M | 1,984,408 | 0.03% | 34q | -34.6%-$50.9M |
| WELLS FARGO & COMPANY/MN | $92.2M incl. $7.3M options CALL | 1,747,316 | 0.01% | 31q | +58.4%+$34.0M |
| Alyeska Investment Group, L.P. | $91.9M | 1,892,318 | 0.24% | 3q | +237.6%+$64.7M |
| Sourcerock Group LLC | $89.2M | 1,835,700 | 4.64% | 2q | +200.4%+$59.5M |
| CITIGROUP INC | $87.5M incl. $32.1M options CALL+PUT | 1,141,895 | 0.03% | 31q | -22.6%-$25.5M |
| AMERIPRISE FINANCIAL INC | $87.0M | 1,791,143 | 0.02% | 31q | +187.0%+$56.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $87.0M | 1,790,655 | 0.05% | 31q | +9.2%+$7.3M |
| Sumitomo Mitsui Trust Group, Inc. | $81.9M | 1,686,344 | 0.05% | 31q | HELD |
| HSBC HOLDINGS PLC | $81.8M incl. $14.6M options CALL+PUT | 1,380,387 | 0.03% | 31q | +17.0%+$11.9M |
| Adams Asset Advisors, LLC | $80.1M | 1,650,049 | 9.09% | 31q | -1.9%-$1.6M |
| Vanguard Global Advisers, LLC | $77.2M | 1,590,417 | 0.04% | 2q | +1.4%+$1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $76.1M | 1,566,381 | 0.05% | 2q | +14.9%+$9.9M |
| FRANKLIN RESOURCES INC | $75.6M | 1,556,428 | 0.02% | 31q | +37.8%+$20.7M |
| Parallax Volatility Advisers, L.P. | $73.1M incl. $58.2M options CALL+PUT | 305,254 | 0.12% | 31q | -5.1%-$3.9M |
| Squarepoint Ops LLC | $68.7M incl. $42.4M options CALL+PUT | 541,572 | 0.08% | 31q | +548.0%+$58.1M |
| ROYAL BANK OF CANADA | $68.6M incl. $1.6M options PUT | 1,380,015 | 0.01% | 31q | -5.0%-$3.6M |
| California Public Employees Retirement System | $67.8M | 1,395,075 | 0.04% | 31q | +7.7%+$4.8M |
| GROUP ONE TRADING LLC | $64.8M incl. $64.0M options CALL+PUT | 16,086 | 0.09% | 29q | HELD |
| RAYMOND JAMES FINANCIAL INC | $63.7M | 1,312,047 | 0.02% | 7q | -46.9%-$56.4M |
| THOMPSON SIEGEL & WALMSLEY LLC | $60.1M | 1,237,364 | 1.08% | 2q | +201.6%+$40.2M |
| RHUMBLINE ADVISERS | $58.7M | 1,209,385 | 0.04% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $55.5M | 1,142,754 | 0.08% | new | NEW |
| National Pension Service | $55.5M | 1,141,883 | 0.04% | 31q | -1.4%-$795.2K |
| Encompass Capital Advisors LLC | $55.3M | 1,138,000 | 1.97% | 3q | +152.1%+$33.3M |
| BANK OF MONTREAL /CAN/ | $54.1M incl. $5.3M options CALL+PUT | 1,005,807 | 0.02% | 31q | -14.6%-$9.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $53.6M | 1,104,232 | 0.03% | 21q | +153.7%+$32.5M |
| FIRST TRUST ADVISORS LP | $53.6M | 1,103,577 | 0.03% | 31q | -32.6%-$25.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $50.2M | 1,034,216 | 0.01% | 31q | +2.2%+$1.1M |
| ALLIANCEBERNSTEIN L.P. | $50.2M | 772,444 | 0.02% | 31q | -1.7%-$852.7K |
| Balyasny Asset Management L.P. | $49.4M incl. $24.9M options CALL+PUT | 503,765 | 0.06% | 20q | -75.6%-$153.1M |
| TUDOR INVESTMENT CORP ET AL | $49.1M incl. $21.3M options CALL+PUT | 572,734 | 0.07% | 14q | +505.3%+$41.0M |
| Gotham Asset Management, LLC | $48.7M | 1,001,879 | 0.11% | 23q | +8.9%+$4.0M |
| NEUBERGER BERMAN GROUP LLC | $48.5M | 997,829 | 0.03% | 31q | +1.5%+$719.8K |
| Freestone Grove Partners LP | $42.9M | 883,909 | 0.28% | 2q | -23.1%-$12.9M |
| Life Cycle Investment Partners Ltd | $42.1M | 867,574 | 0.20% | 3q | +19.6%+$6.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $41.8M | 860,456 | 0.04% | 31q | +1.0%+$411.6K |
| WELLINGTON MANAGEMENT GROUP LLP | $41.4M | 852,678 | 0.01% | 22q | +5.2%+$2.0M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40.5M | 833,612 | 0.07% | 32q | -1.2%-$512.4K |
| PRINCIPAL FINANCIAL GROUP INC | $39.9M | 821,124 | 0.02% | 31q | -1.6%-$660.4K |
| NORDEA INVESTMENT MANAGEMENT AB | $39.9M | 807,333 | 0.03% | 31q | +39.6%+$11.3M |
| Perigon Wealth Management, LLC | $39.1M | 805,578 | 0.62% | 32q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $38.8M | 797,965 | 0.01% | 31q | -6.4%-$2.6M |
| Swedbank AB | $38.5M | 792,639 | 0.03% | 4q | -1.7%-$655.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $36.9M | 760,394 | 0.05% | 8q | +70.4%+$15.3M |
| Tredje AP-fonden | $35.4M | 728,316 | 0.16% | 2q | -30.2%-$15.3M |
| TD Asset Management Inc | $34.6M | 713,272 | 0.03% | 31q | +47.5%+$11.2M |
| CAPITAL FUND MANAGEMENT S.A. | $33.8M incl. $19.9M options CALL+PUT | 286,513 | 0.15% | 31q | +147.8%+$20.1M |
| FEDERATED HERMES, INC. | $33.0M | 680,313 | 0.05% | 31q | +489.5%+$27.4M |
| Mariner, LLC | $31.7M | 653,421 | 0.03% | 23q | +18.3%+$4.9M |
| AVIVA PLC | $31.3M | 644,599 | 0.05% | 31q | +1.7%+$514.0K |
Showing the largest 100 of 1,256 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-23 | Jackson Richard A. | President and CEO | Bought | 4,770 | $249.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 449 | $1.3B | 22,974,810 | 62 | 142 | 131 | 0.2% |
| Q2 2026 | 1,256 | $44.0B | 840,329,554 | 123 | 462 | 357 | 7.2% |
| Q1 2026 | 1,325 | $57.2B | 802,577,712 | 279 | 415 | 353 | 8.9% |
| Q4 2025 | 1,140 | $34.8B | 765,884,505 | 96 | 298 | 432 | 9.4% |
| Q3 2025 | 1,175 | $39.7B | 764,156,608 | 130 | 347 | 394 | 8.9% |
| Q2 2025 | 1,152 | $34.8B | 752,826,641 | 101 | 479 | 333 | 9.1% |
| Q1 2025 | 1,221 | $39.8B | 742,815,979 | 124 | 465 | 345 | 8.0% |
| Q4 2024 | 1,228 | $39.8B | 719,544,678 | 111 | 360 | 456 | 10.6% |
| Q3 2024 | 1,219 | $41.3B | 724,600,799 | 125 | 444 | 388 | 9.5% |
| Q2 2024 | 1,235 | $49.9B | 717,454,104 | 94 | 442 | 380 | 9.4% |
| Q1 2024 | 1,256 | $53.8B | 737,188,719 | 125 | 410 | 391 | 10.9% |
| Q4 2023 | 1,238 | $47.4B | 705,521,284 | 118 | 381 | 411 | 11.2% |
| Q3 2023 | 1,179 | $50.2B | 692,567,047 | 117 | 360 | 383 | 10.5% |
| Q2 2023 | 1,170 | $45.0B | 687,902,279 | 109 | 354 | 396 | 10.1% |
| Q1 2023 | 1,181 | $50.2B | 729,950,599 | 147 | 384 | 370 | 9.2% |
| Q4 2022 | 1,178 | $50.8B | 718,475,128 | 135 | 352 | 400 | 11.0% |
| Q3 2022 | 1,107 | $89.2B | 2,898,334,826 | 163 | 344 | 342 | 5.6% |
| Q2 2022 | 1,064 | $86.3B | 1,759,954,848 | 185 | 365 | 300 | 5.4% |
| Q1 2022 | 986 | $69.5B | 1,707,551,825 | 266 | 253 | 290 | 7.6% |
| Q4 2021 | 813 | $56.0B | 2,669,952,776 | 85 | 215 | 253 | 4.1% |
| Q3 2021 | 768 | $45.0B | 1,485,549,378 | 80 | 227 | 258 | 4.3% |
| Q2 2021 | 761 | $30.6B | 2,058,336,986 | 115 | 197 | 240 | 5.9% |
| Q1 2021 | 725 | $26.7B | 994,555,013 | 103 | 200 | 247 | 4.6% |
| Q4 2020 | 692 | $21.0B | 1,163,966,386 | 84 | 144 | 284 | 7.0% |
| Q3 2020 | 671 | $13.8B | 1,201,211,463 | 57 | 145 | 306 | 32.6% |
| Q2 2020 | 737 | $21.2B | 1,898,631,149 | 94 | 173 | 338 | 14.5% |
| Q1 2020 | 815 | $31.7B | 2,201,764,224 | 97 | 278 | 321 | 44.6% |
| Q4 2019 | 1,052 | $68.5B | 2,352,605,311 | 94 | 303 | 457 | 2.7% |
| Q3 2019 | 1,080 | $68.1B | 1,910,620,614 | 158 | 518 | 288 | 3.0% |
| Q2 2019 | 1,067 | $67.5B | 1,722,951,374 | 119 | 379 | 405 | 3.3% |
| Q1 2019 | 1,136 | $82.8B | 1,995,418,814 | 101 | 428 | 379 | 0.6% |
| Q4 2018 | 1,116 | $131.2B | 2,641,893,410 | 11 | 17 | 22 | 0.5% |