Directory · every 13F filer

13F filers starting with O

All Funds · O

ManagerLocationLatest FilingPositions13F Reported Value
Olstein Capital Management, L.P. Purchase, NYQ2 2026 1$0
Oak Management Corp. Wilton, CTQ4 2024 1$0
Oslo Asset Management AS Oslo, Q8Q3 2024 1$0
Oak Hill Capital Management, LLC New York, NYQ3 2025 1$0
OpenView Management, LLC BOSTON, MAQ3 2024 1$0
Old Well Partners, LLC CHARLOTTE, NCQ3 2025 1$0
Oakland Financial Corp. STERLING HEIGHTS, MIQ2 2026 6$4.5M
One River Asset Management, LLC STAMFORD, CTQ2 2026 53$20.8M
Oakview Capital Management, L.P. Dallas, TXQ3 2024 11$21.6M
OPSEU Pension Plan Trust Fund Toronto, A6Q1 2024 2$22.4M
Olympus Peak Asset Management LP GREENWICH, CTQ2 2026 1$27.1M
ORIX Corp Tokyo, M0Q3 2025 1$36.6M
One William Street Capital Management, L.P. New York, NYQ2 2026 12$42.3M
Origin Asset Management LLP LONDON, X0Q4 2024 7$43.5M
One68 Global Capital, LLC NEW YORK, NYQ2 2026 55$47.2M
Olympiad Research LP Stamford, CTQ2 2026 138$48.1M
OV Management LLC MINNEAPOLIS, MNQ2 2026 31$53.5M
Oberndorf William E San Francisco, CAQ2 2026 8$55.0M
Oracle Alpha Inc. Toronto, A6Q1 2024 185$55.7M
Oaktree Fund Advisors, LLC LOS ANGLES, CAQ2 2026 14$57.8M
OPTIMAS CAPITAL Ltd CENTRAL, K3Q2 2026 14$65.0M
Owlhouse Capital LP NEW YORK, NYQ2 2026 40$65.2M
Oceanic Investment Management LTD DOUGLAS, Y8Q2 2026 22$77.0M
Omnitrust Wealth Management, Inc JACKSONVILLE, FLQ1 2026 64$77.2M
Orchard Capital Management, LLC CHICAGO, ILQ2 2026 43$91.2M
OnyxPoint Global Management LP NEW YORK, NYQ2 2026 14$94.0M
One Wealth Management Investment & Advisory Services, LLC BOCA RATON, FLQ2 2026 53$95.3M
Otter Creek Advisors, LLC PALM BEACH GARDENS, FLQ3 2025 28$100.8M
OneAscent Investment Solutions LLC BIRMINGHAM, ALQ2 2026 144$105.6M
October Effect Ltd VIRGINIA BEACH, VAQ2 2026 64$106.3M
Oregon Pacific Wealth Management, LLC Medford, ORQ2 2026 115$106.6M
Ofc Financial Planning, LLC SHORT HILLS, NJQ2 2026 56$112.6M
Objective Capital Management, LLC Fairlawn, OHQ2 2026 102$112.6M
OakTrust Wealth Advisors, LLC WILTON, CTQ2 2026 69$116.0M
ORBA Wealth Advisors, L.L.C. CHICAGO, ILQ2 2026 85$117.0M
Obion Capital Management LP MIAMI, FLQ2 2026 16$117.6M
Oakmont Advisory Group, LLC ALBUQUERQUE, NMQ2 2026 526$119.1M
Opus Financial Solutions LLC DOWNERS GROVE, ILQ2 2026 111$124.0M
O'Domhnaill Enterprises, Inc. CODY, WYQ2 2026 61$125.1M
Osbon Capital Management LLC BOSTON, MAQ2 2026 422$127.5M
Orvieto Partners, L.P. BOSTON, MAQ2 2026 42$132.6M
Obsidian Cio, LLC NEW YORK, NYQ2 2026 221$134.5M
Oath Planning, LLC TULSA, OKQ2 2026 71$134.7M
Orca Investment Management, LLC LAKE OSWEGO, ORQ2 2026 60$137.8M
Odyssey Capital Advisors, Inc. BALA CYNWYD, PAQ2 2026 101$139.6M
Outfitters Financial LLC Brunswick, MEQ2 2026 80$142.6M
Oakmont Investment Advisors, Inc. PITTSBURGH, PAQ2 2026 115$144.1M
Oder Investment Management, LLC WOODLAND HILLS, CAQ2 2026 113$148.9M
Orographic Financial Advisors, LLC AVON, COQ2 2026 105$151.2M
Oracle Investment Management Inc. GREENWICH, CTQ4 2025 17$152.6M
Oasis Advisors, LLC FOREST CITY, IAQ2 2026 54$154.1M
Outbound Financial Inc BOULDER, COQ2 2026 45$154.4M
Oppenheimer & Close, LLC NEW YORK, NYQ2 2026 57$158.5M
Overlook Investments LP HONG KONG, K3Q2 2026 1$158.5M
Opulen Financial Group LLC ARLINGTON, VAQ2 2026 116$159.0M
OceanIQ Capital, LLC PALO ALTO, CAQ2 2026 99$163.8M
Orca Wealth Management, LLC NEW PORT RICHEY, FLQ2 2026 83$166.6M
Oep Capital Advisors, L.P. NEW YORK, NYQ2 2026 1$170.0M
Objectivity Squared, LLC CHARLESTON, SCQ2 2026 56$177.5M
Ownership Capital B.V. AMSTERDAM, P7Q3 2025 21$177.7M
Occam Crest Management LP DARIEN, CTQ2 2026 25$181.3M
Opus Investment Management Inc. WORCESTER, MAQ2 2026 31$183.0M
Omega Fund Management, LLC Boston, MAQ2 2026 10$185.7M
Optimus Capital Advisors, LLC Coppel, TXQ2 2026 43$186.2M
Oakum Bay Capital LLC WESTPORT, CTQ1 2026 87$186.3M
Opinicus Capital, Inc. TAMPA, FLQ2 2026 105$186.8M
Obsido Oy TAMPERE, H9Q2 2026 20$187.0M
Orleans Capital Management Corp. MANDEVILLE, LAQ2 2026 122$193.7M
Old North State Trust, LLC GREENSBORO, NCQ2 2026 151$194.5M
Octahedron Capital Management L.P. BURLINGAME, CAQ2 2026 15$195.3M
Optivise Advisory Services LLC FRANKLIN, TNQ2 2026 227$196.9M
OneAscent Family Office, LLC BIRMINGHAM, ALQ2 2026 250$198.1M
Oceanside Advisors LLC MOUNT PLEASANT, SCQ2 2026 57$198.1M
Orser Capital Management, LLC SOUTHLAKE, TXQ2 2026 65$201.5M
Orland Properties Ltd Washington, DCQ2 2026 10$202.1M
Oxford Asset Management LLP OXFORD, X0Q2 2026 364$203.3M
Orcam Financial Group ENCINITAS, CAQ2 2026 105$204.7M
Old Peak Finance LLC CHAPEL HILL, NCQ2 2026 102$206.6M
Oak Wealth Advisors LLC NORTHBROOK, ILQ2 2026 68$208.5M
One Wealth Map LLC LAS VEGAS, NVQ2 2026 90$214.4M
OMNI 360 Wealth, Inc. Plainsboro, NJQ2 2026 135$216.4M
OmniStar Financial Group, Inc. Wilmington, NCQ2 2026 118$217.0M
OxenFree Capital LLC MELBOURNE, FLQ2 2026 56$218.2M
Ogborne Capital Management, LLC SAN FRANCISCO, CAQ2 2026 11$219.2M
Orion Resource Partners LP NEW YORK, NYQ2 2026 24$219.4M
Oxford Wealth Group, LLC ORLANDO, FLQ2 2026 89$223.5M
Oak Barrel Wealth Advisory LLC RESTON, VAQ2 2026 86$226.5M
One Plus One Wealth Management, LLC JUPITER, FLQ2 2026 89$228.5M
Olistico Wealth, LLC TULSA, OKQ2 2026 334$233.8M
Old North State Wealth Management, LLC Wilmington, NCQ2 2026 112$234.1M
Optimum Investment Advisors Chicago, ILQ3 2025 612$252.0M
Optima Capital LLC PORTLAND, ORQ2 2026 165$253.4M
Oxinas Partners, LLC JEFFERSONVILLE, INQ2 2026 149$253.7M
Oliver Lagore Vanvalin Investment Group FLINT, MIQ2 2025 656$254.8M
Optimist Retirement Group LLC BELLEVUE, WAQ2 2026 118$259.2M
Oakcliff Capital Partners, LP New York, NYQ2 2026 9$268.5M
Orin Green Financial, LLC SAN DIEGO, CAQ2 2026 83$271.1M
Onyx Financial Advisors, LLC IDAHO FALLS, IDQ2 2026 18$277.5M
Optimize Financial Inc. IRVINE, CAQ2 2026 294$278.4M
Orange County Employees Retirement System Santa Ana, CAQ2 2026 2$279.6M
O'Connor Financial Group LLC QUINCY, ILQ2 2026 69$282.7M
One Fin Capital Management LP San Francisco, CAQ2 2026 22$285.8M
O'ROURKE & COMPANY, Inc BOSTON, MAQ2 2026 177$286.5M
Owen LaRue, LLC ELIZABETHTOWN, KYQ2 2026 139$287.0M
Obsidian Personal Planning Solutions LLC ROCKVILLE, MDQ3 2025 119$288.0M
Olympus Wealth Management, LLC COTTONWOOD HEIGHTS, UTQ2 2025 21$297.7M
OMC Financial Services LTD DEWITT, NYQ2 2026 61$301.8M
Owls Nest Partners IA, LLC CHADDS FORD, PAQ2 2026 17$308.2M
Outlook Capital Management, LLC ARLINGTON HEIGHTS, ILQ2 2026 42$309.8M
Oak Asset Management, LLC WESTLAKE VILLAGE, CAQ2 2026 115$311.0M
Orion Capital Management LLC CORONADO, CAQ2 2026 504$321.9M
Omega Financial Group, LLC Santa Barbara, CAQ2 2026 91$328.6M
Orion Resource Partners (usa) LP NEW YORK, NYQ1 2024 4$333.3M
OneAscent Wealth Management LLC BIRMINGHAM, ALQ2 2026 169$335.5M
Oldfather Financial Services, LLC KEARNEY, NEQ4 2025 98$335.8M
ODonnell Financial Services, LLC SAN RAFAEL, CAQ2 2026 74$339.8M
Owl Creek Wealth Partners LLC DENVER, COQ2 2026 1,289$341.8M
Orion Investment Co ST. LOUIS, MOQ2 2026 73$342.7M
Oak Family Advisors, LLC CHICAGO, ILQ2 2026 102$346.4M
Oxler Private Wealth LLC Rye Brook, NYQ2 2026 93$350.0M
One Wealth Capital Management, LLC SCOTTSDALE, AZQ2 2026 223$351.2M
Olde Wealth Management, LLC SAMMAMISH, WAQ2 2026 119$352.9M
Oxbow Capital Management (HK) Ltd HONG KONG, K3Q2 2026 4$354.8M
O'Brien Greene & Co. Inc MEDIA, PAQ2 2026 141$362.4M
ONE Advisory Partners, LLC OVERLAND PARK, KSQ2 2026 68$367.4M
Odyssey Group, LLC LANCASTER, PAQ2 2026 61$369.4M
Omnia Family Wealth, LLC AVENTURA, FLQ2 2026 103$373.2M
Osprey Private Wealth LLC NEW YORK, NYQ2 2026 88$387.2M
OFS Enterprise LLC KEARNEY, NEQ2 2026 106$391.7M
OLP CAPITAL MANAGEMENT Ltd CAUSEWAY BAY, K3Q2 2026 6$400.0M
Ogorek Anthony Joseph /NY/ WILLIAMSVILLE, NYQ2 2026 715$402.7M
OLIO Financial Planning MCLEAN, VAQ2 2026 68$403.1M
Oldfield Partners LLP LONDON, X0Q2 2026 18$414.8M
Oikos Holdings LLC NEW YORK, NYQ2 2024 9$422.1M
One Charles Private Wealth Services, LLC HINGHAM, MAQ2 2026 175$433.9M
O'Neil Global Advisors, Inc. LOS ANGELES, CAQ2 2026 62$447.1M
One Degree Advisors Inc SAN DIEGO, CAQ2 2026 82$448.0M
Outlook Wealth Advisors, LLC SHENANDOAH, TXQ2 2026 305$462.7M
Opal Wealth Advisors, LLC JERICHO, NYQ2 2026 224$463.0M
O'Dell Group, LLC CINCINNATI, OHQ3 2025 42$466.1M
Old Mission Investment Co LLC TRAVERSE CITY, MIQ2 2026 163$480.5M
O'Keefe Stevens Advisory, Inc. ROCHESTER, NYQ2 2026 81$487.7M
OAKMONT Corp Los Angeles, CAQ2 2026 31$502.5M
one8zero8, LLC GREENSBORO, NCQ2 2026 265$504.6M
Old Port Advisors PORTLAND, MEQ2 2026 266$506.5M
Once Capital Management, LLC NEW YORK, NYQ2 2026 22$510.0M
Operose Advisors LLC MILWAUKEE, WIQ2 2026 522$517.5M
Old Second National Bank of Aurora AURORA, ILQ2 2026 275$530.5M
Oak Hill Wealth Advisors, LLC LANSDOWNE, VAQ3 2025 148$533.6M
Opal Capital LLC BOCA RATON, FLQ2 2026 136$559.7M
Okabena Investment Services Inc. MINNEAPOLIS, MNQ2 2026 145$560.0M
ORG Partners LLC ROANOKE, INQ4 2025 1,708$568.0M
OCO Capital Partners, L.P. New York, NYQ2 2026 5$569.0M
Opes Wealth Management LLC MENLO PARK, CAQ1 2026 141$585.7M
Oakwell Private Wealth Management, LLC Austin, TXQ2 2026 83$603.2M
Odyssean, LLC DARIEN, CTQ2 2026 485$614.9M
Onex Canada Asset Management Inc. TORONTO, A6Q2 2026 80$649.3M
Overbrook Management Corp NEW YORK, NYQ2 2026 68$663.0M
Orrstown Financial Services Inc. HARRISBURG, PAQ2 2026 118$673.7M
Oliver Luxxe Assets LLC GLADSTONE, NJQ2 2026 194$678.8M
Oak Hill Advisors LP New York, NYQ2 2026 12$700.9M
Optas, LLC DRIPPING SPRINGS, TXQ2 2026 494$713.7M
O'Brien Wealth Partners LLC Waltham, MAQ4 2025 110$756.2M
Orange Investment Advisors, Inc. GOSHEN, NYQ2 2026 143$823.0M
Oslo Pensjonsforsikring AS Oslo, Q8Q2 2026 460$869.4M
One Wealth Advisors, LLC SAN FRANCISCO, CAQ2 2026 326$905.7M
Oak Root LLC Santa Barbara, CAQ2 2026 10$906.3M
Oasis Management Co Ltd. GRAND CAYMAN, E9Q2 2026 104$926.8M
Old West Investment Management, LLC Los Angeles, CAQ2 2026 124$944.2M
Oarsman Capital, Inc. MILWAUKEE, WIQ2 2026 244$944.8M
Occidental Asset Management, LLC Burlingame, CAQ2 2026 325$1.0B
Opus Capital Group, LLC CINCINNATI, OHQ2 2026 150$1.0B
Oak Thistle LLC NEW YORK, NYQ2 2026 466$1.0B
One Madison Group LLC NEW YORK, NYQ2 2026 27$1.0B
Oak Harvest Investment Services HOUSTON, TXQ2 2026 160$1.1B
Octagon Capital Advisors LP NEW YORK, NYQ2 2026 26$1.1B
Opaleye Management Inc. BOSTON, MAQ2 2026 58$1.1B
Onyx Bridge Wealth Group LLC TARRYTOWN, NYQ2 2026 389$1.1B
Owl Creek Asset Management, L.P. New York, NYQ2 2026 31$1.1B
Octavia Wealth Advisors, LLC CINCINNATI, OHQ2 2026 231$1.2B
Oribel Capital Management, LP NEW YORK, NYQ2 2026 50$1.2B
Ophir Asset Management Pty Ltd SYDNEY, C3Q2 2026 36$1.2B
Oxbow Advisors, LLC Austin, TXQ2 2026 265$1.2B
Ovata Capital Management Ltd HONG KONG, K3Q2 2026 43$1.3B
Optimus Prime Fund Management Co., Ltd. GRAND CAYMAN, E9Q2 2026 26$1.4B
Oak Grove Capital LLC Holderness, NHQ2 2026 97$1.4B
O'Connor Alternative Investments LLC NEW YORK, NYQ2 2026 149$1.4B
One Day In July LLC BURLINGTON, VTQ2 2026 167$1.4B
Opti Capital Management, LP New York, NYQ2 2026 46$1.6B
Oriental Harbor Investment Master Fund HONG KONG, K3Q2 2026 13$1.6B
Oak Ridge Investments LLC Chicago, ILQ2 2026 170$1.8B
Oak Associates Ltd. AKRON, OHQ2 2026 139$1.8B
Osborne Partners Capital Management, LLC SAN FRANCISCO, CAQ2 2026 203$1.8B
Occudo Quantitative Strategies LP FORT LAUDERDALE, FLQ2 2026 748$1.9B
Oxford Financial Group, LTD. LLC INDIANAPOLIS, INQ2 2026 296$2.0B
Ostrum Asset Management PARIS, I0Q2 2026 549$2.1B
Ocean Park Asset Management, LLC SANTA MONICA, CAQ2 2026 81$2.1B
OneAscent Financial Services LLC BIRMINGHAM, ALQ2 2026 605$2.1B
Oakworth Capital, Inc. BIRMINGHAM, ALQ2 2026 940$2.1B
Osterweis Capital Management Inc. SAN FRANCISCO, CAQ2 2026 231$2.1B
Oddo BHF Asset Management Sas PARIS, I0Q2 2026 253$2.1B
Osmosis Investment Management UK Ltd London, X0Q2 2026 452$2.2B
Oaktop Capital Management Ii, L.P. Chatham, NJQ2 2026 14$2.4B
Obermeyer Wealth Partners ASPEN, COQ2 2026 300$2.4B
Old Republic International Corp. CHICAGO, ILQ2 2026 54$2.7B
One Rock Capital Partners, LLC NEW YORK, NYQ2 2026 1$2.8B
One Capital Management, LLC WESTLAKE VILLAGE, CAQ2 2026 522$3.6B
Osiris Holdings Inc. MONACO, O9Q2 2026 1$3.7B
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) CHICAGO, ILQ4 2025 200$3.7B
Old Mission Capital LLC CHICAGO, ILQ2 2026 1,010$3.9B
OVERSEA-CHINESE BANKING Corp Ltd SINGAPORE, U0Q2 2026 343$4.2B
Oberweis Asset Management Inc./ LISLE, ILQ2 2026 176$4.8B
Old National Bancorp EVANSVILLE, INQ2 2026 625$5.0B
Orgel Wealth Management, LLC ALTOONA, WIQ2 2026 113$5.3B
Orbimed Advisors LLC New York, NYQ2 2026 121$5.3B
Oaktree Capital Management LOS ANGELES, CAQ2 2026 138$5.3B
Optiver Holding B.V. AMSTERDAM, P7Q2 2026 2,337$7.0B
Ossiam PARIS, I0Q2 2026 680$7.5B
OpenArc Corporate Advisory, LLC ATLANTA, GAQ2 2026 789$8.4B
Oregon Public Employees Retirement Fund TIGARD, ORQ2 2026 1,509$9.3B
Oppenheimer & Co. Inc. NEW YORK, NYQ2 2026 1,759$9.4B
OP Asset Management Ltd HELSINKI, H9Q2 2026 765$9.4B
Oppenheimer Asset Management Inc. NEW YORK, NYQ2 2026 1,134$9.6B
Ofi Invest Asset Management ISSY LES MOULINEAUX, I0Q2 2026 365$10.0B
Orion Portfolio Solutions, LLC Omaha, NEQ1 2025 1,877$10.2B
OneDigital Investment Advisors LLC OVERLAND PARK, KSQ2 2026 1,563$11.8B
Orion Porfolio Solutions, LLC OMAHA, NEQ2 2026 1,864$13.1B
Ontario Teachers Pension Plan Board Toronto, A6Q2 2026 55$15.7B
OMERS ADMINISTRATION Corp TORONTO, A6Q2 2026 906$16.7B
O'shaughnessy Asset Management, LLC Stamford, CTQ2 2026 2,587$21.5B
Orbis Allan Gray Ltd HamiltoN, D0Q2 2026 97$29.1B
Osaic Holdings, Inc. SCOTTSDALE, AZQ2 2026 7,705$85.1B