ONCE UPON A FARM PBC (OFRM)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
98
Reporting holders
$373.9M
Reported value
43.7%
Of shares outstanding
1.2%
Held as options
+1
Holder change
Institutions report 18,348,105 shares against 41,990,653 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | $42.1M | 2,056,490 | 0.02% | 2q | +58.1%+$15.5M |
| WESTWOOD HOLDINGS GROUP INC | $40.4M | 1,970,867 | 0.30% | 2q | -2.5%-$1.0M |
| BAMCO INC /NY/ | $35.9M | 1,752,844 | 0.05% | 2q | HELD |
| FMR LLC | $25.9M | 1,266,126 | 0.00% | 2q | -1.6%-$411.1K |
| ALLIANCEBERNSTEIN L.P. | $25.5M | 1,557,280 | 0.01% | 2q | +21.9%+$4.6M |
| BlackRock, Inc. | $17.6M | 859,180 | 0.00% | 2q | +225.9%+$12.2M |
| Nicholas Investment Partners, LP | $16.1M | 784,166 | 0.90% | 2q | +271.9%+$11.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $14.7M | 717,588 | 0.00% | 2q | -0.7%-$102.3K |
| FEDERATED HERMES, INC. | $12.3M | 600,000 | 0.02% | 2q | HELD |
| Alyeska Investment Group, L.P. | $10.2M | 500,000 | 0.03% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.6M | 466,430 | 0.00% | 2q | +2.1%+$195.2K |
| Jupiter Topco LLC | $9.5M | 462,282 | 0.00% | new | FIRST |
| Hood River Capital Management LLC | $7.8M | 380,434 | 0.06% | 2q | -9.0%-$772.0K |
| 12 West Capital Management LP | $7.5M | 365,000 | 1.40% | 2q | HELD |
| Nuveen, LLC | $6.9M | 335,622 | 0.00% | new | NEW |
| UBS Group AG | $6.7M | 327,372 | 0.00% | 2q | +13.3%+$788.6K |
| NORGES BANK | $6.7M | 325,000 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 302,536 | 0.00% | 2q | +145.2%+$3.7M |
| NEXT CENTURY GROWTH INVESTORS LLC | $6.1M | 296,084 | 0.32% | 2q | +24.4%+$1.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $5.5M | 269,703 | 0.04% | new | NEW |
| Legato Capital Management LLC | $3.5M | 170,852 | 0.29% | 2q | +315.2%+$2.7M |
| STATE STREET CORP | $3.4M | 165,782 | 0.00% | 2q | +285.5%+$2.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.1M | 152,332 | 0.01% | 2q | +4.8%+$142.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2.7M | 129,422 | 0.09% | 2q | -39.0%-$1.7M |
| LAZARD ASSET MANAGEMENT LLC | $2.6M | 125,394 | 0.00% | 2q | -48.1%-$2.4M |
| CITADEL ADVISORS LLC | $2.6M | options only | 0.00% | 2q | OPTIONS |
| SEI INVESTMENTS CO | $2.3M | 110,707 | 0.00% | 2q | +1.3%+$29.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.2M | 109,005 | 0.00% | 2q | +220.0%+$1.5M |
| TUDOR INVESTMENT CORP ET AL | $2.1M | 104,297 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $2.1M | 102,990 | 0.00% | 2q | +3.0%+$61.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1M | 100,386 | 0.00% | 2q | +44.2%+$630.2K |
| Sixth Street Partners Management Company, L.P. | $2.1M | 100,386 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $2.1M | 100,176 | 0.00% | 2q | +313.0%+$1.6M |
| Ghisallo Capital Management LLC | $2.0M | 100,000 | 0.04% | 2q | HELD |
| Burkehill Global Management, LP | $2.0M | 100,000 | 0.07% | 2q | HELD |
| SEVEN GRAND MANAGERS, LLC | $2.0M | 100,000 | 0.08% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 87,129 | 0.00% | 2q | +859.9%+$1.6M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.8M | 86,967 | 0.01% | 2q | +18.6%+$278.8K |
| XTX Topco Ltd | $1.7M | 85,090 | 0.02% | 2q | +147.9%+$1.0M |
| Lisanti Capital Growth, LLC | $1.7M | 81,290 | 0.37% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 75,446 | 0.00% | 2q | +6.6%+$96.3K |
| Schonfeld Strategic Advisors LLC | $1.5M | 75,000 | 0.01% | 2q | -53.9%-$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 35,088 | 0.00% | 2q | HELD |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $968.4K | 47,284 | 0.02% | 2q | -3.3%-$32.7K |
| JANE STREET GROUP, LLC | $876.5K | options only | 0.00% | 2q | OPTIONS |
| Bank of New York Mellon Corp | $780.8K | 38,125 | 0.00% | new | NEW |
| EMERALD ADVISERS, LLC | $663.6K | 32,401 | 0.02% | 2q | -90.6%-$6.4M |
| Walleye Capital LLC | $658.7K | 32,164 | 0.00% | 2q | +23.4%+$124.9K |
| 1492 Capital Management LLC | $650.1K | 31,744 | 0.19% | 2q | -1.9%-$12.9K |
| BLAIR WILLIAM & CO/IL | $545.6K | 26,641 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $525.0K | 25,635 | 0.00% | 2q | -92.9%-$6.9M |
| STIFEL FINANCIAL CORP | $449.0K | 21,923 | 0.00% | 2q | +36.7%+$120.5K |
| Hound Partners, LLC | $409.6K | 20,000 | 0.05% | 2q | HELD |
| SIMPLEX TRADING, LLC | $375.7K | 9,747 | 0.00% | 2q | +13.7%+$45.2K |
| MORGAN STANLEY | $333.9K | 16,305 | 0.00% | 2q | +3.8%+$12.2K |
| ROYAL BANK OF CANADA | $309.0K | 15,061 | 0.00% | 2q | +3.5%+$10.4K |
| Calamos Advisors LLC | $299.8K | 14,638 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $292.1K | 14,261 | 0.00% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $262.5K | 12,815 | 0.00% | 2q | -0.8%-$2.0K |
| IMC-Chicago, LLC | $254.0K | options only | 0.00% | new | OPTIONS |
| WELLS FARGO & COMPANY/MN | $253.5K | 12,377 | 0.00% | 2q | +551.4%+$214.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $236.2K | 11,532 | 0.00% | 2q | -34.9%-$126.8K |
| CITIGROUP INC | $231.6K | 11,309 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $204.3K | 9,976 | 0.00% | 2q | -86.1%-$1.3M |
| MetLife Investment Management, LLC | $165.4K | 8,075 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $122.1K | 5,960 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $110.4K | 5,389 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $101.5K | 4,956 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $82.1K | 4,010 | 0.00% | 2q | +2021.7%+$78.3K |
| Police & Firemen's Retirement System of New Jersey | $78.5K | 3,834 | 0.00% | new | NEW |
| STRS OHIO | $51.2K | 2,500 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $51.2K | 2,500 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $49.2K | 2,402 | 0.00% | new | NEW |
| Legal & General Group Plc | $25.8K | 1,260 | 0.00% | 2q | +26.0%+$5.3K |
| Ares Financial Consulting, LLC | $24.6K | 1,200 | 0.02% | new | NEW |
| Ameritas Investment Partners, Inc. | $24.2K | 1,180 | 0.00% | new | NEW |
| BOKF, NA | $20.5K | 1,000 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $20.2K | 947 | 0.00% | 2q | -74.4%-$58.5K |
| Farther Finance Advisors, LLC | $18.1K | 885 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $15.3K | 745 | 0.00% | 2q | -57.7%-$20.8K |
| OSAIC HOLDINGS, INC. | $12.7K | 620 | 0.00% | 2q | -11.4%-$1.6K |
| PNC Financial Services Group, Inc. | $12.3K | 600 | 0.00% | 2q | -2.8% |
| North Star Investment Management Corp. | $10.2K | 500 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $10.2K | 500 | 0.00% | new | NEW |
| IFP Advisors, Inc | $9.6K | 470 | 0.00% | 2q | HELD |
| Allworth Financial LP | $9.5K | 464 | 0.00% | 2q | HELD |
| MCF Advisors LLC | $8.2K | 399 | 0.00% | 2q | +29.1%+$1.8K |
| Sterling Capital Management LLC | $5.4K | 262 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $5.1K | 250 | 0.00% | 2q | HELD |
| BIRCHBROOK, INC. | $3.4K | 166 | 0.00% | 2q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $1.8K | 89 | 0.00% | 2q | HELD |
| Vision Retirement, LLC | $1.7K | 84 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $1.5K | 75 | 0.00% | 2q | -78.6%-$5.6K |
| Clearstead Advisors, LLC | $819 | 40 | 0.00% | new | NEW |
| Downshift Financial, LLC | $799 | 39 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $393 | 19 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $222 | 10,815 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $41 | 2 | 0.00% | new | NEW |
| Freestone Grove Partners LP | $41 | 2 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | WESTWOOD HOLDINGS GROUP INC | - |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 98 | $373.9M | 18,348,105 | 29 | 29 | 20 | 1.2% |
| Q1 2026 | 97 | $280.8M | 17,007,000 | 95 | 0 | 0 | 1.0% |