Who owns OII (OII)
Which tracked institutional funds hold OII, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OII 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.
How the tape is positioned
The tracked-fund tape on OII is one-sided between 2025-Q4 and 2026-Q1: 164 added or opened and 33 trimmed or exited — on balance accumulating.
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
OII’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 OII more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OII 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 364 tracked filers holding OII, 217 increased or opened the position and 145 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 OII 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 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$269M
- VANGUARD CAPITAL MANAGEMENT LLC$159M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$50M
- Boston Partners$30M
- VANGUARD FIDUCIARY TRUST CO$24M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$24M
Full exits 16
- VANGUARD GROUP INC$278M
- Point72 Asset Management, L.P.$17M
- TUDOR INVESTMENT CORP ET AL$13M
- Brandywine Global Investment Management, LLC$5M
- SIR Capital Management, L.P.$3M
- Trexquant Investment LP$3M
Largest adds
- STATE STREET CORP$67M
- AMERICAN CENTURY COMPANIES INC$47M
- PRICE T ROWE ASSOCIATES INC /MD/$44M
- EARNEST PARTNERS LLC$40M
- DIMENSIONAL FUND ADVISORS LP$39M
- VAN ECK ASSOCIATES CORP$37M
Largest trims
- Qube Research & Technologies Ltd$7M
- BANK OF AMERICA CORP /DE/$6M
- INTECH INVESTMENT MANAGEMENT LLC$4M
- SG Americas Securities, LLC$3M
- STATE OF WISCONSIN INVESTMENT BOARD$2M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$2M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,074,387 | $393M | 10.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,578,921 | $269M | 7.4% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 5,788,601 | $205M | 5.6% | 2026-Q1 |
| STATE STREET CORP added | 5,034,196 | $179M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,478,763 | $159M | 4.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,766,674 | $134M | 3.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 3,684,313 | $131M | 3.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,461,749 | $123M | 3.4% | 2026-Q1 |
| Morgan Stanley Institutional Investment Advisors LLC trimmed | 3,453,005 | $122M | 3.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,218,259 | $114M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,376,461 | $84M | 2.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 2,061,487 | $73M | 2.0% | 2026-Q1 |
| Greenhouse Funds LLLP trimmed | 2,032,489 | $72M | 2.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,700,289 | $60M | 1.7% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,420,954 | $50M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,383,124 | $49M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,295,245 | $46M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,267,928 | $45M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,048,210 | $37M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,040,333 | $37M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 999,891 | $35M | 1.0% | 2026-Q1 |
| Boston Partners added | 854,941 | $30M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 828,372 | $29M | 0.8% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 796,595 | $28M | 0.8% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 792,269 | $28M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 755,271 | $27M | 0.7% | 2026-Q1 |
| Goehring & Rozencwajg Associates, LLC added | 713,586 | $25M | 0.7% | 2026-Q1 |
| Old West Investment Management, LLC added | 697,193 | $25M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 690,608 | $24M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 688,220 | $24M | 0.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 681,600 | $24M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 606,574 | $22M | 0.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 604,219 | $21M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 588,323 | $21M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 585,358 | $21M | 0.6% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 526,034 | $19M | 0.5% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 519,477 | $18M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 529,104 | $18M | 0.5% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 482,776 | $17M | 0.5% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 452,885 | $16M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 440,691 | $16M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 435,176 | $15M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 435,150 | $15M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 381,496 | $14M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS new | 366,188 | $13M | 0.4% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 365,938 | $13M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 356,983 | $13M | 0.3% | 2026-Q1 |
| FMR LLC added | 341,736 | $12M | 0.3% | 2026-Q1 |
| KEATING INVESTMENT COUNSELORS INC trimmed | 338,438 | $12M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 338,298 | $12M | 0.3% | 2026-Q1 |
| Granite Investment Partners, LLC added | 327,053 | $12M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 315,828 | $11M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 299,573 | $11M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 298,709 | $11M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 279,711 | $10M | 0.3% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 271,490 | $10M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 261,231 | $9M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 245,462 | $9M | 0.2% | 2026-Q1 |
| Sagefield Capital LP trimmed | 244,160 | $9M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 233,926 | $8M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 233,833 | $8M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 220,871 | $8M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 217,255 | $8M | 0.2% | 2026-Q1 |
| Archon Capital Management LLC new | 208,000 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 207,336 | $7M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 200,965 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 197,548 | $7M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 182,715 | $6M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 182,025 | $6M | 0.2% | 2026-Q1 |
| Curi Capital, LLC new | 166,277 | $6M | 0.2% | 2026-Q1 |
| Manatuck Hill Partners, LLC added | 160,600 | $6M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC new | 164,478 | $6M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 158,664 | $6M | 0.2% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 158,374 | $6M | 0.2% | 2026-Q1 |
| LEUTHOLD GROUP, LLC added | 150,172 | $5M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 132,627 | $5M | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 127,269 | $5M | 0.1% | 2026-Q1 |
| GeoSphere Capital Management, LLC new | 120,000 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 119,621 | $4M | 0.1% | 2026-Q1 |
| EFG International AG trimmed | 118,139 | $4M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 117,754 | $4M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 116,547 | $4M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 116,544 | $4M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 112,318 | $4M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 101,131 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 145,532 | $3M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 97,319 | $3M | 0.1% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 96,364 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 91,568 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,557,663 | $278M | 7.6% | 2025-Q4 stale |
| CONGRESS ASSET MANAGEMENT CO added | 1,790,545 | $39M | 1.1% | 2025-Q1 stale |
| FIL Ltd added | 796,575 | $17M | 0.5% | 2025-Q1 stale |
| Point72 Asset Management, L.P. added | 699,212 | $17M | 0.5% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 539,676 | $13M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 451,155 | $11M | 0.3% | 2025-Q3 stale |
| SummitTX Capital, L.P. new | 226,802 | $6M | 0.2% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 228,424 | $5M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC added | 210,298 | $5M | 0.1% | 2025-Q1 stale |
| EFG Asset Management (North America) Corp. added | 181,492 | $4M | 0.1% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 177,983 | $4M | 0.1% | 2025-Q1 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.
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.