OUTSET MED INC (OM)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
89
Reporting holders
$61.2M
Reported value
74.7%
Of shares outstanding
1.0%
Held as options
-5
Holder change
Institutions report 14,033,068 shares against 18,797,164 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 |
|---|---|---|---|---|---|
| FMR LLC | $11.8M | 2,742,887 | 0.00% | 6q | HELD |
| BML Capital Management, LLC | $10.9M | 2,519,701 | 6.18% | 3q | +32.5%+$2.7M |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 998,961 | 0.00% | 4q | +23.6%+$823.7K |
| PERCEPTIVE ADVISORS LLC | $3.6M | 833,333 | 0.05% | 6q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.4M | 780,134 | 0.00% | 2q | +2.1%+$70.5K |
| Assenagon Asset Management S.A. | $2.9M | 678,876 | 0.00% | 4q | +34.7%+$755.1K |
| BANK OF AMERICA CORP /DE/ | $2.9M | 665,847 | 0.00% | 6q | -29.9%-$1.2M |
| PFM Health Sciences, LP | $2.5M | 582,122 | 0.22% | 6q | -2.1%-$54.0K |
| Ensign Peak Advisors, Inc | $1.9M | 434,341 | 0.00% | 6q | -58.8%-$2.7M |
| BlackRock, Inc. | $1.8M | 418,211 | 0.00% | 6q | -66.9%-$3.7M |
| Peapod Lane Capital LLC | $1.4M | 331,951 | 0.97% | new | NEW |
| MARSHALL WACE, LLP | $915.8K | 211,993 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $884.5K | 204,652 | 0.00% | 6q | -51.4%-$936.7K |
| Stratos Wealth Partners, LTD. | $866.4K | 200,546 | 0.01% | 2q | HELD |
| UBS Group AG | $822.0K | 190,289 | 0.00% | 6q | -24.6%-$268.7K |
| MORGAN STANLEY | $786.2K | 181,983 | 0.00% | 6q | +7.4%+$54.2K |
| MILLENNIUM MANAGEMENT LLC | $785.4K | 181,794 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $749.3K | 173,460 | 0.00% | 5q | +85.8%+$346.0K |
| JANE STREET GROUP, LLC | $601.3K | 139,197 | 0.00% | 4q | +114.8%+$321.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $555.2K | 81,023 | 0.00% | 3q | +190.6%+$364.2K |
| XTX Topco Ltd | $538.7K | 124,690 | 0.01% | 5q | -12.5%-$76.7K |
| Catalio Capital Management, LP | $511.0K | 118,279 | 0.10% | 6q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $496.4K | 114,912 | 0.00% | 2q | +2.9%+$14.1K |
| GMT Capital Corp | $423.8K | 98,108 | 0.02% | 2q | +131.3%+$240.6K |
| DIMENSIONAL FUND ADVISORS LP | $391.8K | 90,698 | 0.00% | 4q | -20.0%-$97.9K |
| CITADEL ADVISORS LLC | $361.1K | 11,179 | 0.00% | 6q | HELD |
| PURA VIDA INVESTMENTS, LLC | $360.0K | 83,333 | 0.97% | 6q | HELD |
| STATE STREET CORP | $350.8K | 81,206 | 0.00% | 6q | -75.8%-$1.1M |
| IEQ CAPITAL, LLC | $225.2K | 52,127 | 0.00% | 2q | +31.2%+$53.5K |
| Marquette Asset Management, LLC | $211.6K | 48,981 | 0.03% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $197.1K | 45,622 | 0.00% | 6q | -1.2%-$2.3K |
| NORTHERN TRUST CORP | $188.2K | 43,574 | 0.00% | 5q | -65.3%-$353.6K |
| RENAISSANCE TECHNOLOGIES LLC | $187.6K | 43,428 | 0.00% | 6q | -80.4%-$771.8K |
| BARCLAYS PLC | $184.8K | 42,771 | 0.00% | 6q | +296.3%+$138.1K |
| Centiva Capital, LP | $171.9K | 39,785 | 0.00% | 3q | -21.6%-$47.2K |
| Clayton Partners LLC | $162.1K | 37,527 | 0.11% | new | NEW |
| Jain Global LLC | $143.0K | 33,095 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $142.3K | 32,930 | 0.00% | 2q | +225.7%+$98.6K |
| Mariner, LLC | $140.0K | 32,413 | 0.00% | 2q | +75.5%+$60.2K |
| BNP PARIBAS FINANCIAL MARKETS | $123.6K | 28,619 | 0.00% | 6q | -33.4%-$61.9K |
| Bank of New York Mellon Corp | $120.5K | 27,899 | 0.00% | 5q | -55.3%-$148.9K |
| AMERICAN CENTURY COMPANIES INC | $116.4K | 26,943 | 0.00% | 4q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $108.0K | 25,000 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $106.6K | 24,678 | 0.00% | 2q | +37.0%+$28.8K |
| Squarepoint Ops LLC | $98.1K | 22,702 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $87.7K | options only | 0.00% | 6q | OPTIONS |
| Catalyst Funds Management Pty Ltd | $82.9K | 19,201 | 0.00% | new | NEW |
| Cerity Partners LLC | $82.1K | 19,009 | 0.00% | 2q | +49.2%+$27.1K |
| R Squared Ltd | $73.4K | 16,998 | 0.04% | 2q | HELD |
| Engineers Gate Manager LP | $73.2K | 16,937 | 0.00% | 3q | -74.7%-$215.7K |
| Arax Advisory Partners | $67.3K | 15,582 | 0.00% | 2q | +12672.1%+$66.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.8K | 13,041 | 0.00% | new | NEW |
| Creative Planning | $51.0K | 11,795 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $36.0K | 8,327 | 0.00% | 5q | -61.4%-$57.3K |
| Vanguard Global Advisers, LLC | $34.1K | 7,902 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $20.2K | 4,668 | 0.00% | 6q | -39.5%-$13.2K |
| Russell Investments Group, Ltd. | $18.7K | 4,320 | 0.00% | 4q | +6.0%+$1.1K |
| Integrated Wealth Concepts LLC | $11.2K | 2,583 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $7.1K | 1,637 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $6.5K | 1,493 | 0.00% | 6q | -98.5%-$430.8K |
| PNC Financial Services Group, Inc. | $6.1K | 1,411 | 0.00% | 5q | +40.4%+$1.8K |
| EverSource Wealth Advisors, LLC | $6.0K | 1,394 | 0.00% | 4q | +32.6%+$1.5K |
| Allworth Financial LP | $4.8K | 1,120 | 0.00% | 4q | +86.7%+$2.2K |
| FEDERATED HERMES, INC. | $2.8K | 650 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $2.0K | 588 | 0.00% | new | NEW |
| Essential Partners LLC | $1.7K | 404 | 0.00% | 4q | -83.9%-$9.1K |
| GAMMA Investing LLC | $1.5K | 336 | 0.00% | 4q | -35.9% |
| MassMutual Private Wealth & Trust, FSB | $1.1K | 259 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $1.0K | 239 | 0.00% | 4q | +36.6% |
| Farther Finance Advisors, LLC | $774 | 179 | 0.00% | 3q | +92.5% |
| Fortitude Family Office, LLC | $760 | 176 | 0.00% | 2q | +14.3% |
| OSAIC HOLDINGS, INC. | $591 | 137 | 0.00% | 6q | +470.8% |
| Bogart Wealth, LLC | $562 | 130 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $497 | 115 | 0.00% | 2q | -19.0% |
| IFP Advisors, Inc | $423 | 98 | 0.00% | 6q | +157.9% |
| Basecamp Wealth Advisors LLC | $320 | 74 | 0.00% | new | FIRST |
| C WorldWide Group Holding A/S | $288 | 66,666 | 0.01% | 6q | HELD |
| SJS Investment Consulting Inc. | $264 | 61 | 0.00% | 2q | +56.4% |
| True Wealth Design, LLC | $242 | 56 | 0.00% | 2q | +330.8% |
| Clearstead Advisors, LLC | $204 | 47 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $186 | 43 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $154 | 35,622 | 0.00% | 5q | -9.7% |
| ACADIAN ASSET MANAGEMENT LLC | $149 | 35,050 | 0.00% | 6q | -11.8% |
| HRT FINANCIAL LP | $142 | 32,885 | 0.00% | new | NEW |
| Fourth Dimension Wealth, LLC | $134 | 31 | 0.00% | 6q | HELD |
| Transamerica Financial Advisors, LLC | $108 | 25 | 0.00% | 3q | +78.6% |
| ADIRONDACK TRUST CO | $77 | 18 | 0.00% | 6q | HELD |
| Ancora Advisors LLC | $35 | 8 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $30 | 7 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $22 | 5 | 0.00% | 6q | -58.3% |
| JPL Wealth Management, LLC | $22 | 5 | 0.00% | 2q | +66.7% |
| US BANCORP \DE\ | $9 | 2 | 0.00% | 6q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $1 | 177 | 0.00% | 6q | HELD |
| Avion Wealth | $0 | 157 | 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 | BANK OF AMERICA CORP /DE/ | 3.5% |
| 2026-08-12 | 13G | AQR Capital Management, LLCwith 1 co-filers | 5.4% |
| 2026-07-29 | 13G/A | BlackRock, Inc. | 2.0% |
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 | 89 | $61.2M | 14,033,068 | 20 | 30 | 23 | 1.0% |
| Q1 2026 | 94 | $61.9M | 15,267,779 | 20 | 35 | 19 | 4.9% |
| Q4 2025 | 91 | $59.5M | 15,879,300 | 17 | 31 | 22 | 1.0% |
| Q3 2025 | 93 | $255.4M | 18,154,922 | 19 | 27 | 31 | 0.0% |
| Q2 2025 | 86 | $319.6M | 16,970,071 | 38 | 23 | 9 | 0.3% |
| Q1 2025 | 55 | $146.1M | 12,891,604 | 57 | 0 | 1 | 2.4% |
| Q4 2024 | 67 | $20.5M | 18,299,376 | 8 | 14 | 19 | 0.7% |
| Q3 2024 | 73 | $15.3M | 22,462,126 | 6 | 10 | 33 | 0.6% |
| Q2 2024 | 110 | $189.5M | 48,951,126 | 28 | 29 | 33 | 0.6% |
| Q1 2024 | 103 | $130.5M | 58,214,664 | 8 | 30 | 38 | 0.4% |
| Q4 2023 | 122 | $306.0M | 56,025,049 | 27 | 30 | 39 | 0.9% |
| Q3 2023 | 135 | $534.7M | 49,009,170 | 22 | 41 | 49 | 0.4% |
| Q2 2023 | 137 | $1.1B | 48,422,538 | 16 | 50 | 47 | 0.1% |
| Q1 2023 | 139 | $990.5M | 54,145,609 | 25 | 53 | 32 | 0.0% |
| Q4 2022 | 122 | $993.0M | 38,067,920 | 33 | 37 | 32 | 1.0% |
| Q3 2022 | 135 | $761.6M | 47,737,470 | 13 | 50 | 40 | 0.3% |
| Q2 2022 | 150 | $733.1M | 48,523,886 | 35 | 55 | 34 | 1.6% |
| Q1 2022 | 154 | $2.3B | 51,308,029 | 18 | 62 | 43 | 0.6% |
| Q4 2021 | 157 | $2.3B | 50,441,851 | 29 | 58 | 33 | 0.5% |
| Q3 2021 | 141 | $2.5B | 50,674,942 | 26 | 62 | 34 | 0.2% |
| Q2 2021 | 129 | $2.4B | 48,665,044 | 42 | 63 | 13 | 0.0% |
| Q1 2021 | 110 | $2.1B | 38,393,396 | 23 | 43 | 22 | 0.0% |
| Q4 2020 | 111 | $2.1B | 37,414,701 | 39 | 43 | 13 | 0.0% |
| Q3 2020 | 85 | $1.8B | 36,169,675 | 85 | 0 | 0 | 0.0% |