Who owns OSW (OSW)
Which tracked institutional funds hold OSW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OSW 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
83 tracked funds added or opened OSW while 42 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
OSW’s largest tracked holder by dollar value, ARIEL INVESTMENTS, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OSW 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 229 tracked filers holding OSW, 133 increased or opened the position and 107 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 OSW 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 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$44M
- VANGUARD CAPITAL MANAGEMENT LLC$26M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19M
- Public Sector Pension Investment Board$17M
- VANGUARD FIDUCIARY TRUST CO$14M
- Emerald Investment Advisers, LLC$5M
Full exits 16
- VANGUARD GROUP INC$47M
- Ranger Investment Management, L.P.$21M
- Qube Research & Technologies Ltd$15M
- GAM Holding AG$7M
- F/m Investments LLC$5M
- ExodusPoint Capital Management, LP$4M
Largest adds
- BANK OF AMERICA CORP /DE/$75M
- ARIEL INVESTMENTS, LLC$64M
- REINHART PARTNERS, LLC.$44M
- STATE STREET CORP$41M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$40M
- JPMORGAN CHASE & CO$25M
Largest trims
- FMR LLC$41M
- FIRST TRUST ADVISORS LP$13M
- BlackRock, Inc.$12M
- Nitorum Capital, L.P.$12M
- NEUBERGER BERMAN GROUP LLC$11M
- DAVENPORT & Co LLC$10M
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 |
|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC added | 15,432,414 | $354M | 13.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,127,647 | $141M | 5.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 4,465,344 | $102M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,987,390 | $92M | 3.5% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 3,884,788 | $89M | 3.4% | 2026-Q1 |
| STATE STREET CORP added | 3,815,637 | $88M | 3.3% | 2026-Q1 |
| Channing Capital Management, LLC added | 3,783,979 | $87M | 3.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 3,721,816 | $85M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,516,798 | $58M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,335,346 | $54M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 2,313,492 | $53M | 2.0% | 2026-Q1 |
| FMR LLC trimmed | 2,141,582 | $49M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,158,176 | $48M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,070,212 | $48M | 1.8% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,934,839 | $44M | 1.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,929,978 | $44M | 1.7% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 1,783,639 | $41M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,708,873 | $39M | 1.5% | 2026-Q1 |
| Select Equity Group, L.P. added | 1,664,266 | $38M | 1.4% | 2026-Q1 |
| Capital International Investors | 1,528,664 | $35M | 1.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,468,100 | $34M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,484,563 | $33M | 1.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,428,374 | $33M | 1.2% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 1,322,022 | $30M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,308,685 | $30M | 1.1% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 1,304,227 | $30M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,184,528 | $27M | 1.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,138,248 | $26M | 1.0% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 1,094,618 | $25M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,062,472 | $24M | 0.9% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 1,014,697 | $23M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 920,515 | $21M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 895,034 | $21M | 0.8% | 2026-Q1 |
| Nixon Capital, LLC added | 890,308 | $20M | 0.8% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 884,878 | $20M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 867,961 | $20M | 0.8% | 2026-Q1 |
| Aberdeen Group plc added | 863,595 | $20M | 0.8% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 825,452 | $19M | 0.7% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 745,625 | $17M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board new | 741,314 | $17M | 0.6% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 691,025 | $16M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 626,488 | $14M | 0.5% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,025 | $14M | 0.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 573,087 | $13M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 559,365 | $13M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 539,387 | $12M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 520,319 | $12M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 499,079 | $11M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 485,690 | $11M | 0.4% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 410,677 | $9M | 0.4% | 2026-Q1 |
| Pier Capital, LLC trimmed | 405,098 | $9M | 0.4% | 2026-Q1 |
| UBS Group AG added | 403,013 | $9M | 0.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 357,477 | $8M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 350,239 | $8M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 290,641 | $7M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 278,931 | $6M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 260,443 | $6M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 233,567 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 229,694 | $5M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 227,911 | $5M | 0.2% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 226,812 | $5M | 0.2% | 2026-Q1 |
| Nitorum Capital, L.P. trimmed | 215,808 | $5M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP | 215,051 | $5M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 207,140 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 202,400 | $5M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 189,508 | $4M | 0.2% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 180,900 | $4M | 0.2% | 2026-Q1 |
| Moran Wealth Management, LLC added | 180,220 | $4M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 177,528 | $4M | 0.2% | 2026-Q1 |
| Vest Financial, LLC trimmed | 160,276 | $4M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 159,644 | $4M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 145,390 | $3M | 0.1% | 2026-Q1 |
| Creative Planning added | 137,850 | $3M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 136,281 | $3M | 0.1% | 2026-Q1 |
| OAK RIDGE INVESTMENTS LLC added | 131,430 | $3M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 128,280 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 126,277 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 104,390 | $2M | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 100,613 | $2M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD added | 3,598,819 | $76M | 2.9% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 2,269,245 | $47M | 1.8% | 2025-Q4 stale |
| Ranger Investment Management, L.P. trimmed | 1,012,656 | $21M | 0.8% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 928,271 | $20M | 0.7% | 2025-Q3 stale |
| Driehaus Capital Management LLC trimmed | 726,336 | $15M | 0.6% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 705,343 | $15M | 0.6% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 666,217 | $14M | 0.5% | 2025-Q3 stale |
| AXA S.A. trimmed | 687,417 | $14M | 0.5% | 2025-Q2 stale |
| GLOBEFLEX CAPITAL L P | 586,842 | $12M | 0.5% | 2025-Q3 stale |
| GAM Holding AG trimmed | 331,800 | $7M | 0.3% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC trimmed | 306,032 | $6M | 0.2% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 272,149 | $6M | 0.2% | 2025-Q3 stale |
| Interval Partners, LP trimmed | 271,249 | $6M | 0.2% | 2025-Q3 stale |
| F/m Investments LLC trimmed | 230,121 | $5M | 0.2% | 2025-Q4 stale |
| Alpha Wave Global, LP new | 222,254 | $5M | 0.2% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 213,542 | $4M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 213,191 | $4M | 0.1% | 2025-Q1 stale |
| Emmett Investment Management, LP trimmed | 179,194 | $3M | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 124,871 | $3M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 149,752 | $3M | 0.1% | 2025-Q1 stale |
| Trexquant Investment LP added | 120,603 | $3M | 0.1% | 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.
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.