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Institutional Ownership · SEC Form 13F

Who owns OHI (OHI)


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

742
Institutional holders
231,262,489
Shares held (tracked funds)
78.3%
Of shares outstanding

How the tape is positioned

145 tracked funds added or opened OHI while 114 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

OHI’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 OHI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OHI 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 742 tracked filers holding OHI, 407 increased or opened the position and 301 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 OHI 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 37

  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
  • VANGUARD CAPITAL MANAGEMENT LLC$580M
  • VANGUARD FIDUCIARY TRUST CO$80M
  • Eversept Partners, LP$26M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$19M
  • Vanguard Investments Australia, Ltd.$12M

Full exits 28

  • VANGUARD GROUP INC$1.8B
  • TWO SIGMA ADVISERS, LP$59M
  • Hudson Bay Capital Management LP$25M
  • VIRGINIA RETIREMENT SYSTEMS ET Al$18M
  • BROOKFIELD Corp /ON/$14M
  • FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10M

Largest adds

  • D. E. Shaw & Co., Inc.$39M
  • MORGAN STANLEY$35M
  • Quantinno Capital Management LP$30M
  • GOLDMAN SACHS GROUP INC$26M
  • FIL Ltd$24M
  • APG Asset Management US Inc.$17M

Largest trims

  • BlackRock, Inc.$263M
  • DEUTSCHE BANK AG\$120M
  • COHEN & STEERS, INC.$71M
  • AQR CAPITAL MANAGEMENT LLC$53M
  • NORGES BANK$40M
  • Russell Investments Group, Ltd.$35M

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. trimmed31,228,793$1.4B12.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new27,123,117$1.2B10.6%2026-Q1
STATE STREET CORP trimmed14,573,313$639M5.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new13,234,121$580M5.2%2026-Q1
COHEN & STEERS, INC. trimmed11,977,541$525M4.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added8,928,107$391M3.5%2026-Q1
Invesco Ltd. added5,646,280$247M2.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,616,672$202M1.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added4,423,120$194M1.7%2026-Q1
Bank of New York Mellon Corp trimmed4,293,812$188M1.7%2026-Q1
JPMORGAN CHASE & CO added3,812,962$168M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added3,794,730$166M1.5%2026-Q1
MORGAN STANLEY added3,327,611$146M1.3%2026-Q1
NORTHERN TRUST CORP added3,122,006$137M1.2%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed2,989,804$131M1.2%2026-Q1
NORGES BANK trimmed3,043,163$116M1.0%2026-Q1
Daiwa Securities Group Inc. added2,548,984$112M1.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed2,348,013$103M0.9%2026-Q1
TWO SIGMA INVESTMENTS, LP added2,187,529$96M0.9%2026-Q1
Quantinno Capital Management LP added2,125,931$93M0.8%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,125,398$93M0.8%2026-Q1
Legal & General Group Plc trimmed1,850,566$81M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,835,596$80M0.7%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed1,760,382$77M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added1,660,556$73M0.7%2026-Q1
D. E. Shaw & Co., Inc. added1,609,635$71M0.6%2026-Q1
UBS Group AG trimmed1,470,636$64M0.6%2026-Q1
ASSETMARK, INC trimmed1,406,577$62M0.6%2026-Q1
LSV ASSET MANAGEMENT trimmed1,207,300$53M0.5%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added1,198,091$53M0.5%2026-Q1
Aberdeen Group plc trimmed1,191,091$52M0.5%2026-Q1
WELLS FARGO & COMPANY/MN added1,159,496$51M0.5%2026-Q1
MARSHALL WACE, LLP added1,092,516$48M0.4%2026-Q1
Allspring Global Investments Holdings, LLC added1,017,192$45M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed1,009,176$44M0.4%2026-Q1
Advisors Capital Management, LLC added942,374$41M0.4%2026-Q1
SEI INVESTMENTS CO added922,037$40M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed921,104$40M0.4%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed865,866$38M0.3%2026-Q1
Gotham Asset Management, LLC added833,150$37M0.3%2026-Q1
RHUMBLINE ADVISERS added807,161$35M0.3%2026-Q1
FIL Ltd added789,375$35M0.3%2026-Q1
Nuveen, LLC added749,901$33M0.3%2026-Q1
California Public Employees Retirement System trimmed746,962$33M0.3%2026-Q1
APG Asset Management US Inc. added726,429$32M0.3%2026-Q1
LPL Financial LLC added690,920$30M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added674,489$30M0.3%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added659,575$29M0.3%2026-Q1
CANADA LIFE ASSURANCE Co added657,566$29M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed633,765$28M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added631,786$28M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added625,378$27M0.2%2026-Q1
HSBC HOLDINGS PLC added608,221$27M0.2%2026-Q1
FRANKLIN RESOURCES INC added608,538$27M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed600,447$26M0.2%2026-Q1
Eversept Partners, LP added585,680$26M0.2%2026-Q1
Swiss National Bank added585,000$26M0.2%2026-Q1
SG Americas Securities, LLC added583,976$26M0.2%2026-Q1
Arbejdsmarkedets Tillaegspension added566,434$25M0.2%2026-Q1
Amundi trimmed561,700$25M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added552,758$25M0.2%2026-Q1
Watchtower Advisors, LP added541,138$24M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added518,415$23M0.2%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed510,143$22M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed466,270$20M0.2%2026-Q1
CITIGROUP INC trimmed466,254$20M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added462,187$20M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added461,467$20M0.2%2026-Q1
Heitman Real Estate Securities LLC trimmed447,459$20M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed435,353$19M0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added423,903$19M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed421,503$18M0.2%2026-Q1
Rockefeller Capital Management L.P. added403,704$18M0.2%2026-Q1
Corient Private Wealth LLC added390,551$17M0.2%2026-Q1
Cetera Investment Advisers added375,965$16M0.1%2026-Q1
Caisse de depot et placement du Quebec added374,931$16M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC added368,168$16M0.1%2026-Q1
Cerity Partners LLC trimmed366,110$16M0.1%2026-Q1
Retirement Systems of Alabama added362,351$16M0.1%2026-Q1
Mutual Advisors, LLC added362,082$16M0.1%2026-Q1
Apollo Management Holdings, L.P. trimmed357,078$16M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added354,270$16M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added345,843$15M0.1%2026-Q1
Goelzer Investment Management, Inc. added342,600$15M0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added327,202$14M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed314,442$14M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed309,481$14M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed296,104$13M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed295,241$13M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed288,507$13M0.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed271,560$12M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new270,653$12M0.1%2026-Q1
VANGUARD GROUP INC trimmed41,514,156$1.8B16.5%2025-Q4 stale
Alyeska Investment Group, L.P. added2,090,618$77M0.7%2025-Q2 stale
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed1,691,009$71M0.6%2025-Q3 stale
TWO SIGMA ADVISERS, LP added1,341,500$59M0.5%2025-Q4 stale
Hudson Bay Capital Management LP594,808$25M0.2%2025-Q4 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed408,011$18M0.2%2025-Q4 stale
BROOKFIELD Corp /ON/ trimmed324,352$14M0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC added324,596$12M0.1%2025-Q2 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