IMPERIAL OIL LTD IMO
COM NEW · Common Stock · CUSIP 453038408 · ISIN CA4530384086
- SectorEnergy
- IndustryPetroleum Refining
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($60.5m this quarter). Holder counts are more reliable. Shares outstanding: 496.9m as of 2025-09-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $90.74. Options: 14 managers hold calls ($60.6m notional), 10 hold puts ($22.8m).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 249 |
| Q4 2022 | 270 |
| Q1 2023 | 262 |
| Q2 2023 | 260 |
| Q3 2023 | 283 |
| Q4 2023 | 282 |
| Q1 2024 | 288 |
| Q2 2024 | 294 |
| Q3 2024 | 301 |
| Q4 2024 | 305 |
| Q1 2025 | 311 |
| Q2 2025 | 321 |
| Q3 2025 | 332 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 135 | 133 |
| Q1 2024 | 131 | 144 |
| Q2 2024 | 134 | 141 |
| Q3 2024 | 134 | 134 |
| Q4 2024 | 121 | 145 |
| Q1 2025 | 146 | 143 |
| Q2 2025 | 158 | 126 |
| Q3 2025 | 164 | 127 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $19.9m | $49.2m | 2.47 |
| Q1 2025 | $26.7m | $38.9m | 1.46 |
| Q2 2025 | $52.6m | $46.9m | 0.89 |
| Q3 2025 | $60.6m | $22.8m | 0.38 |
Biggest buyers
| FMR LLC | Added | +4.9m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| UBS Group AG | Added | +1.2m |
| FIL Ltd | Added | +1.0m |
| BANK OF AMERICA CORP /DE/ | Added | +895.1k |
| MACKENZIE FINANCIAL CORP | Added | +428.8k |
| MORGAN STANLEY | Added | +262.9k |
| QV Investors Inc. | New | +219.3k |
| Fiera Capital Corp | Added | +169.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +166.8k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -7.7m |
| GOLDMAN SACHS GROUP INC | Reduced | -5.2m |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -680.3k |
| JANE STREET GROUP, LLC | Reduced | -570.2k |
| BANK OF MONTREAL /CAN/ | Reduced | -440.0k |
| First Eagle Investment Management, LLC | Reduced | -347.3k |
| CIBC WORLD MARKET INC. | Reduced | -289.7k |
| Balyasny Asset Management L.P. | Reduced | -207.4k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -186.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -181.8k |
Biggest calls
| ROYAL BANK OF CANADA | Reduced | $13.6m150.0k shares |
| NATIONAL BANK OF CANADA /FI/ | Reduced | $13.0m1.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.1m111.3k shares |
| SIMPLEX TRADING, LLC | Added | $5.8m64.3k shares |
| CITADEL ADVISORS LLC | Added | $4.4m48.3k shares |
| SIG North Trading, ULC | Reduced | $2.8m31.0k shares |
| JANE STREET GROUP, LLC | Added | $2.8m30.9k shares |
| PEAK6 LLC | Unchanged | $2.7m30.0k shares |
| BANK OF MONTREAL /CAN/ | New | $1.8m20.0k shares |
| Murchinson Ltd. | New | $1.6m17.3k shares |
Biggest puts
| SIG North Trading, ULC | Added | $4.3m47.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.2m46.5k shares |
| Twin Tree Management, LP | New | $4.2m46.2k shares |
| TORONTO DOMINION BANK | Added | $4.0m44.3k shares |
| NATIONAL BANK OF CANADA /FI/ | Added | $2.6m286 shares |
| Murchinson Ltd. | New | $1.6m17.3k shares |
| IMC-Chicago, LLC | New | $907.4k10.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $381.0k4.2k shares |
| CITADEL ADVISORS LLC | Reduced | $353.9k3.9k shares |
| WOLVERINE TRADING, LLC | New | $239.3k2.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.1 pts · filed 2026-02-05 | 11.4% |
Insider purchases and sales in Q3 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.25% of their portfolio | 52.0m $4.7bn | Added +4.9m |
| First Eagle Investment Management, LLC 3.32% of their portfolio | 20.1m $1.8bn | Reduced -347.3k |
| ROYAL BANK OF CANADA 0.12% of their portfolio | 7.5m $680.4m | Reduced -7.7m |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.7m $608.5m | Added +100.7k |
| TD Asset Management Inc 0.33% of their portfolio | 4.5m $405.4m | Reduced -123.7k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.8m $348.5m | Added +895.1k |
| FIL Ltd 0.21% of their portfolio | 2.9m $261.5m | Added +1.0m |
| BANK OF MONTREAL /CAN/ 0.11% of their portfolio | 2.8m $253.4m | Reduced -440.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.1m $193.8m | Added +1.3m |
| Connor, Clark & Lunn Investment Management Ltd. 0.53% of their portfolio | 1.9m $169.3m | Reduced -186.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $148.7m | Added +166.8k |
| UBS Group AG 0.02% of their portfolio | 1.4m $127.6m | Added +1.2m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $120.9m | Reduced -5.2m |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $114.6m | Added +262.9k |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 1.2m $108.3m | Added +428.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio | 1.2m $105.3m | Reduced -158.3k |
| CIBC WORLD MARKET INC. 0.22% of their portfolio | 1.1m $104.0m | Reduced -289.7k |
| Legal & General Group Plc 0.02% of their portfolio | 932.4k $84.6m | Added +119.7k |
| NATIONAL BANK OF CANADA /FI/ 0.09% of their portfolio | 882.4k $79.8m | Reduced -680.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 792.7k $71.9m | Added +5.2k |
| Amundi 0.02% of their portfolio | 654.6k $59.6m | Added +12.7k |
| TD Waterhouse Canada Inc. 0.34% of their portfolio | 582.8k $52.5m | Added +50.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 549.3k $49.8m | Reduced -4.4k |
| Swiss National Bank 0.03% of their portfolio | 512.8k $46.5m | Reduced -28.9k |
| BlackRock, Inc. 0.00% of their portfolio | 500.0k $45.4m | Added +55.7k |
| Fiera Capital Corp 0.14% of their portfolio | 474.1k $43.0m | Added +169.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 430.7k $39.1m | Added +21.0k |
| TORONTO DOMINION BANK 0.07% of their portfolio | 424.9k $38.6m | Added +106.3k |
| BANK OF NOVA SCOTIA 0.06% of their portfolio | 377.4k $34.2m | Reduced -107.3k |
| Invesco Ltd. 0.00% of their portfolio | 345.3k $31.3m | Reduced -9.5k |
| CITIGROUP INC 0.02% of their portfolio | 282.4k $25.6m | Added +146.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 261.6k $22.5m | Reduced -8.1k |
| MUFG SECURITIES (CANADA), LTD. 0.66% of their portfolio | 259.9k $23.6m | Reduced -7.6k |
| SCOTIA CAPITAL INC. 0.09% of their portfolio | 236.0k $21.3m | Added +2.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 235.0k $21.3m | Added +13.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 225.4k $20.5m | Reduced -570.2k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 219.8k $19.9m | Reduced -42.1k |
| QV Investors Inc. 1.72% of their portfolio | 219.3k $19.9m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 219.2k $19.9m | Added +9.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.11% of their portfolio | 212.2k $19.3m | Added +9.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 203.8k $18.5m | Reduced -10.9k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 195.8k $17.8m | Added +993 |
| Nuveen, LLC 0.00% of their portfolio | 188.2k $17.1m | Reduced -606 |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 181.5k $16.5m | Reduced -6.5k |
| Korea Investment CORP 0.03% of their portfolio | 172.9k $15.7m | Added +4.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 169.5k $15.4m | Reduced -980 |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 168.8k $15.3m | Added +6.8k |
| CIBC Asset Management Inc 0.04% of their portfolio | 167.7k $15.2m | Added +13.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 162.0k $14.7m | Reduced -36.8k |
| Guardian Partners Inc. 1.22% of their portfolio | 160.1k $14.5m | Reduced -2.6k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% of their portfolio | 157.2k $14.2m | Reduced -10.5k |
| OMERS ADMINISTRATION Corp 0.10% of their portfolio | 149.0k $13.5m | Added +11.5k |
| AustralianSuper Pty Ltd 0.06% of their portfolio | 143.5k $13.0m | Reduced -79.4k |
| AVIVA PLC 0.02% of their portfolio | 141.1k $12.8m | Added +8.9k |
| Corigliano Investment Advisers, LLC 4.11% of their portfolio | 139.6k $12.7m | Reduced -67.0k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 129.0k $11.7m | Added +17.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.6k $11.7m | Added +104.2k |
| BAROMETER CAPITAL MANAGEMENT INC. 3.63% of their portfolio | 125.9k $15.9m | Added +17.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 125.3k $11.4m | Reduced -14.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 117.3k $10.6m | Reduced -7.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 110.6k $10.0m | Added +40.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 110.0k $10.0m | Reduced -131.3k |
| Northwest & Ethical Investments L.P. 0.23% of their portfolio | 106.8k $9.7m | Reduced -30 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 106.7k $9.7m | Added +363 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 104.6k $9.5m | Added +5.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 101.3k $9.2m | Added +740 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.02% of their portfolio | 100.9k $9.2m | Reduced -359 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 100.0k $9.1m | Added +82.7k |
| Waratah Capital Advisors Ltd. 0.62% of their portfolio | 100.0k $9.1m | Reduced -162.0k |
| LPL Financial LLC 0.00% of their portfolio | 99.2k $9.0m | Added +8.0k |
| Guinness Asset Management LTD 0.15% of their portfolio | 98.8k $9.1m | Reduced -21.3k |
| State of Tennessee, Department of Treasury 0.03% of their portfolio | 92.0k $8.3m | Added +400 |
| Capital Wealth Planning, LLC 0.06% of their portfolio | 91.7k $8.3m | New |
| Cerity Partners LLC 0.01% of their portfolio | 86.3k $7.8m | Added +625 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 84.3k $7.6m | Added +10.3k |
| Federation des caisses Desjardins du Quebec 0.03% of their portfolio | 79.6k $7.2m | Added +20.3k |
| Twin Tree Management, LP 0.34% of their portfolio | 79.3k $7.2m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 78.6k $7.1m | Reduced -18.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 75.1k $6.8m | Reduced -23.3k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.66% of their portfolio | 73.7k $6.7m | Added +1.3k |
| NewEdge Wealth, LLC 0.09% of their portfolio | 72.7k $6.5m | Added +5.1k |
| Triasima Portfolio Management inc. 0.98% of their portfolio | 71.4k $6.5m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 69.7k $6.3m | Reduced -4.3k |
| Quantinno Capital Management LP 0.02% of their portfolio | 68.3k $6.2m | Added +843 |
| Maryland State Retirement & Pension System 0.13% of their portfolio | 68.2k $6.2m | Added +381 |
| RITHOLTZ WEALTH MANAGEMENT 0.12% of their portfolio | 67.7k $6.1m | Added +729 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.24% of their portfolio | 66.9k $6.1m | Added +36.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 63.8k $5.8m | Added +3.3k |
| SIG North Trading, ULC 0.89% of their portfolio | 63.7k $5.8m | Added +47.9k |
| Genus Capital Management Inc. 0.67% of their portfolio | 63.5k $5.8m | Reduced -15.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 53.2k $4.8m | Added +14.4k |
| Creative Planning 0.00% of their portfolio | 52.2k $4.7m | Added +1.1k |
| GUARDIAN CAPITAL LP 0.13% of their portfolio | 44.1k $4.0m | Reduced -12.3k |
| MANNING & NAPIER ADVISORS LLC 0.05% of their portfolio | 39.7k $3.7m | Reduced -3.4k |
| Swiss Life Asset Management Ltd 0.02% of their portfolio | 36.3k $3.3m | Added +17.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 35.6k $3.2m | Reduced -348 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 35.0k $3.2m | Reduced -3.8k |
| BURNEY CO/ 0.10% of their portfolio | 34.9k $3.2m | Added +68 |
| Beutel, Goodman & Co Ltd. 0.02% of their portfolio | 34.9k $3.2m | Reduced -1.1k |
| IFG Advisory, LLC 0.14% of their portfolio | 34.7k $3.2m | Added +2.4k |