Guru Ownership Trend
Guru Analysis for Royal Gold, Inc. (RGLD)
Royal Gold, Inc. (RGLD), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $440.93 M.
Top institutional holders include First Eagle Investment and Cliff Asness.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.89% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $10.83 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, John Hussman reduced exposure by 75.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Royal Gold, Inc. (RGLD)
Major holders include First Eagle Investment ($233.52 M), Cliff Asness ($198.75 M), Ronald Muhlenkamp ($22.37 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.12 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.83 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 0 fully exited RGLD. The total reported sell value was $26.45 M.
Yes, 1 managers opened new positions in RGLD, and 2 increased their existing holdings. The total reported buy value was $37.28 M.