Who owns Omega Healthcare Investors (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
198 tracked funds added or opened OHI while 122 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 713 tracked filers holding OHI, 370 increased or opened the position and 355 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 27
- Jupiter Topco LLC$50M
- Hudson Bay Capital Management LP$38M
- Alyeska Investment Group, L.P.$20M
- McGowan Group Asset Management, Inc.$14M
- OMERS ADMINISTRATION Corp$13M
- Biondo Investment Advisors, LLC$9M
Full exits 60
- COHEN & STEERS, INC.$525M
- LSV ASSET MANAGEMENT$53M
- CANADA LIFE ASSURANCE Co$29M
- SG Americas Securities, LLC$26M
- Amundi$25M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$14M
Largest adds
- BlackRock, Inc.$470M
- VANGUARD PORTFOLIO MANAGEMENT LLC$110M
- Bank of New York Mellon Corp$87M
- NORGES BANK$74M
- VANGUARD CAPITAL MANAGEMENT LLC$61M
- STATE STREET CORP$54M
Largest trims
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$102M
- JPMORGAN CHASE & CO$78M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$52M
- MARSHALL WACE, LLP$29M
- DEUTSCHE BANK AG\$29M
- BANK OF AMERICA CORP /DE/$28M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 38,551,916 | $1.8B | 19.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 27,229,625 | $1.3B | 13.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 14,527,955 | $693M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 13,436,631 | $641M | 6.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 9,141,024 | $436M | 4.6% | 2026-Q2 |
| Invesco Ltd. added | 5,889,795 | $281M | 2.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 5,772,439 | $275M | 2.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,818,440 | $230M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,418,159 | $211M | 2.2% | 2026-Q2 |
| NORGES BANK added | 3,989,606 | $190M | 2.0% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 3,303,471 | $158M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,296,085 | $157M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,892,204 | $138M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,891,700 | $138M | 1.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,582,733 | $123M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,290,479 | $109M | 1.1% | 2026-Q2 |
| UBS Group AG added | 2,253,738 | $107M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,114,655 | $101M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,904,560 | $91M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,881,339 | $90M | 0.9% | 2026-Q2 |
| Legal & General Group Plc added | 1,853,243 | $88M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,851,042 | $90M | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,505,476 | $72M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,494,297 | $72M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,440,518 | $69M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,422,858 | $68M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 1,413,705 | $67M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,234,512 | $59M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,058,549 | $50M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 1,053,628 | $50M | 0.5% | 2026-Q2 |
| Aberdeen Group plc trimmed | 1,031,536 | $49M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,015,238 | $49M | 0.5% | 2026-Q2 |
| Advisors Capital Management, LLC added | 975,875 | $47M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 926,367 | $44M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 917,196 | $44M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 890,194 | $42M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 836,214 | $40M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 805,961 | $38M | 0.4% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 799,358 | $38M | 0.4% | 2026-Q2 |
| FIL Ltd trimmed | 782,196 | $37M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 738,980 | $35M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 738,084 | $35M | 0.4% | 2026-Q2 |
| APG Asset Management US Inc. | 726,429 | $35M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 634,562 | $30M | 0.3% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 614,300 | $29M | 0.3% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 610,430 | $29M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 599,057 | $29M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 596,430 | $28M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 593,100 | $28M | 0.3% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 578,419 | $28M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 566,755 | $27M | 0.3% | 2026-Q2 |
| Watchtower Advisors, LP | 541,138 | $26M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 525,434 | $25M | 0.3% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 518,884 | $25M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 487,547 | $23M | 0.2% | 2026-Q2 |
| Eversept Partners, LP trimmed | 483,547 | $23M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 475,773 | $23M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 474,285 | $23M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 468,575 | $22M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 435,336 | $21M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 425,154 | $19M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 414,881 | $20M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 414,800 | $20M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 409,666 | $20M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 398,159 | $19M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 398,013 | $19M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 370,631 | $18M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 368,352 | $18M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 364,811 | $17M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 357,078 | $17M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 352,434 | $17M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 351,737 | $17M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 344,709 | $16M | 0.2% | 2026-Q2 |
| NATIXIS added | 331,626 | $16M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 323,780 | $15M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 321,693 | $15M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 317,438 | $15M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 308,012 | $15M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 301,940 | $14M | 0.2% | 2026-Q2 |
| McGowan Group Asset Management, Inc. new | 299,909 | $14M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 294,811 | $14M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 293,749 | $14M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 289,756 | $14M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 288,503 | $14M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 283,606 | $14M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 281,679 | $13M | 0.1% | 2026-Q2 |
| OMERS ADMINISTRATION Corp new | 278,178 | $13M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 272,807 | $13M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 266,765 | $13M | 0.1% | 2026-Q2 |
| Oxbow Advisors, LLC added | 264,404 | $13M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 255,444 | $12M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 255,273 | $12M | 0.1% | 2026-Q2 |
| Goelzer Investment Management, Inc. trimmed | 254,182 | $12M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 252,106 | $12M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 250,170 | $12M | 0.1% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 249,109 | $12M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 247,865 | $12M | 0.1% | 2026-Q2 |
| Columbus Macro, LLC added | 247,503 | $12M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 244,817 | $12M | 0.1% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. trimmed | 153,607 | $12M | 0.1% | 2026-Q2 |
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.
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.