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Institutional Ownership · SEC Form 13F

Who owns OFG (OFG)


Which tracked institutional funds hold OFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OFG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

237
Institutional holders
38,323,025
Shares held (tracked funds)
88.6%
Of shares outstanding

How the tape is positioned

55 tracked funds added or opened OFG while 48 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OFG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OFG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 237 tracked filers holding OFG, 121 increased or opened the position and 115 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • VANGUARD PORTFOLIO MANAGEMENT LLC$126M
  • VANGUARD CAPITAL MANAGEMENT LLC$77M
  • VANGUARD FIDUCIARY TRUST CO$11M
  • Man Group plc$5M
  • WINTON GROUP Ltd$3M
  • BAYVIEW ASSET MANAGEMENT, LLC$3M

Full exits 13

  • VANGUARD GROUP INC$209M
  • WELLINGTON MANAGEMENT GROUP LLP$8M
  • TWO SIGMA ADVISERS, LP$6M
  • Brandywine Global Investment Management, LLC$4M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
  • KENNEDY CAPITAL MANAGEMENT LLC$3M

Largest adds

  • TWO SIGMA INVESTMENTS, LP$11M
  • FIRST TRUST ADVISORS LP$10M
  • GOLDMAN SACHS GROUP INC$9M
  • CITADEL ADVISORS LLC$6M
  • AQR CAPITAL MANAGEMENT LLC$5M
  • Squarepoint Ops LLC$4M

Largest trims

  • BlackRock, Inc.$75M
  • JANUS HENDERSON GROUP PLC$29M
  • JPMORGAN CHASE & CO$18M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$12M
  • PANAGORA ASSET MANAGEMENT INC$7M
  • MILLENNIUM MANAGEMENT LLC$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,638,722$188M10.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,109,064$126M7.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,565,784$104M5.9%2026-Q1
STATE STREET CORP added2,407,380$98M5.6%2026-Q1
FIRST TRUST ADVISORS LP added2,321,924$94M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,908,153$77M4.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,600,499$65M3.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,420,288$57M3.3%2026-Q1
LSV ASSET MANAGEMENT trimmed1,284,891$52M3.0%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed1,221,702$49M2.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,125,395$46M2.6%2026-Q1
Nuveen, LLC added990,519$40M2.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed614,747$25M1.4%2026-Q1
NORTHERN TRUST CORP added560,561$23M1.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added511,958$21M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added511,568$21M1.2%2026-Q1
MORGAN STANLEY trimmed498,738$20M1.1%2026-Q1
DEUTSCHE BANK AG\ added416,073$17M1.0%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added394,866$16M0.9%2026-Q1
Bank of New York Mellon Corp trimmed380,258$15M0.9%2026-Q1
Qube Research & Technologies Ltd added377,005$15M0.9%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added327,227$13M0.8%2026-Q1
ALGERT GLOBAL LLC trimmed316,892$13M0.7%2026-Q1
Gator Capital Management, LLC added307,653$12M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new280,782$11M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added274,211$11M0.6%2026-Q1
FEDERATED HERMES, INC. added253,911$10M0.6%2026-Q1
CSM Advisors, LLC added244,353$10M0.6%2026-Q1
CITADEL ADVISORS LLC added230,111$9M0.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added224,517$9M0.5%2026-Q1
Russell Investments Group, Ltd. trimmed224,324$9M0.5%2026-Q1
Public Sector Pension Investment Board added220,163$9M0.5%2026-Q1
Invesco Ltd. trimmed213,387$9M0.5%2026-Q1
Empowered Funds, LLC added212,358$9M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added206,468$8M0.5%2026-Q1
Squarepoint Ops LLC added202,940$8M0.5%2026-Q1
Point72 Asset Management, L.P. trimmed201,155$8M0.5%2026-Q1
Trexquant Investment LP added185,629$8M0.4%2026-Q1
Vest Financial, LLC added167,371$7M0.4%2026-Q1
FRANKLIN RESOURCES INC added150,926$6M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed152,467$6M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed148,720$6M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed142,972$6M0.3%2026-Q1
RAFFLES ASSOCIATES LP added140,067$6M0.3%2026-Q1
D. E. Shaw & Co., Inc. added138,335$6M0.3%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed136,464$6M0.3%2026-Q1
Man Group plc added133,171$5M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added132,507$5M0.3%2026-Q1
UBS Group AG trimmed121,447$5M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed117,229$5M0.3%2026-Q1
SEI INVESTMENTS CO added112,872$5M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC added111,980$5M0.3%2026-Q1
Polaris Capital Management, LLC108,000$4M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added107,881$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added104,372$4M0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd added99,904$4M0.2%2026-Q1
Legal & General Group Plc trimmed99,151$4M0.2%2026-Q1
JACOBS ASSET MANAGEMENT, LLC added90,000$4M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added89,050$4M0.2%2026-Q1
Swiss National Bank87,800$4M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed78,387$3M0.2%2026-Q1
BESSEMER GROUP INC added76,780$3M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed65,814$3M0.2%2026-Q1
WINTON GROUP Ltd trimmed64,496$3M0.1%2026-Q1
BAYVIEW ASSET MANAGEMENT, LLC new61,794$3M0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added58,856$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed57,105$2M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added53,109$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed51,496$2M0.1%2026-Q1
Range Financial Group LLC added50,935$2M0.1%2026-Q1
X-Square Capital, LLC added49,341$2M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed48,640$2M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added48,053$2M0.1%2026-Q1
HRT FINANCIAL LP added42,265$2M0.1%2026-Q1
New Age Alpha Advisors, LLC trimmed41,623$2M0.1%2026-Q1
Quantbot Technologies LP added40,579$2M0.1%2026-Q1
Vanguard Global Advisers, LLC new38,182$2M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed37,600$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added37,039$1M0.1%2026-Q1
CITIGROUP INC trimmed37,007$1M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed36,389$1M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed36,271$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed36,242$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed5,108,096$209M11.9%2025-Q4 stale
Foundry Partners, LLC added240,512$10M0.5%2025-Q1 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed184,981$8M0.4%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed141,800$6M0.3%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed98,399$4M0.2%2025-Q4 stale
AXA Investment Managers S.A. new84,114$4M0.2%2025-Q3 stale
AXA S.A. added84,114$4M0.2%2025-Q2 stale
Cubist Systematic Strategies, LLC trimmed73,684$3M0.2%2025-Q3 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed72,745$3M0.2%2025-Q4 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed63,186$3M0.1%2025-Q4 stale
Verition Fund Management LLC added57,015$2M0.1%2025-Q4 stale
Elizabeth Park Capital Advisors, Ltd.56,219$2M0.1%2025-Q4 stale
MACQUARIE GROUP LTD50,300$2M0.1%2025-Q3 stale
De Lisle Partners LLP trimmed45,000$2M0.1%2025-Q4 stale
Thomas J. Herzfeld Advisors, Inc.43,454$2M0.1%2025-Q1 stale
Schonfeld Strategic Advisors LLC added37,942$2M0.1%2025-Q3 stale
VIRGINIA RETIREMENT SYSTEMS ET Al added34,687$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership