OPPFI INC (OPFI)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
143
Reporting holders
$228.5M
Reported value
24.9%
Of shares outstanding
6.1%
Held as options
+2
Holder change
Institutions report 21,719,733 shares against 87,306,132 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. Share count carried from an earlier filing (cy2025q2i).
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 |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $30.0M | 3,019,250 | 0.01% | 4q | +14.8%+$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.0M | 2,216,792 | 0.00% | 2q | +86.9%+$10.2M |
| BlackRock, Inc. | $20.3M | 2,047,243 | 0.00% | 8q | +5.8%+$1.1M |
| CITADEL ADVISORS LLC | $12.9M | 1,066,428 | 0.00% | 20q | +108.7%+$6.7M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $10.5M | 1,053,379 | 1.31% | 2q | +3449.1%+$10.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.4M | 742,860 | 0.00% | 19q | +21.5%+$1.3M |
| TWO SIGMA INVESTMENTS, LP | $6.6M | 669,257 | 0.00% | 11q | -39.0%-$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | options only | 0.00% | 20q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $6.4M | 646,233 | 0.00% | 8q | +51.7%+$2.2M |
| Nuveen, LLC | $6.4M | 641,376 | 0.00% | 6q | -1.7%-$111.4K |
| LB Partners LLC | $6.3M | 632,500 | 4.28% | 11q | +26.5%+$1.3M |
| STATE STREET CORP | $5.6M | 564,617 | 0.00% | 20q | +5.3%+$282.0K |
| RENAISSANCE TECHNOLOGIES LLC | $5.3M | 533,008 | 0.01% | 18q | -15.4%-$966.2K |
| GOLDMAN SACHS GROUP INC | $4.5M | 454,143 | 0.00% | 13q | +38.2%+$1.2M |
| AMERIPRISE FINANCIAL INC | $4.5M | 448,142 | 0.00% | 3q | +79.5%+$2.0M |
| MORGAN STANLEY | $4.1M | 415,829 | 0.00% | 20q | -41.5%-$2.9M |
| UBS Group AG | $3.5M | 355,108 | 0.00% | 15q | +7.9%+$257.1K |
| MILLENNIUM MANAGEMENT LLC | $3.3M | 333,114 | 0.00% | 13q | -24.6%-$1.1M |
| GLOBEFLEX CAPITAL L P | $3.2M | 326,313 | 0.41% | 8q | -2.4%-$80.7K |
| NORTHERN TRUST CORP | $3.0M | 300,944 | 0.00% | 20q | +53.8%+$1.0M |
| PL Capital Advisors, LLC | $3.0M | 300,000 | 0.83% | new | NEW |
| JPMORGAN CHASE & CO | $2.7M | 285,021 | 0.00% | 20q | -57.1%-$3.6M |
| VANGUARD FIDUCIARY TRUST CO | $2.5M | 253,483 | 0.00% | 2q | +34.0%+$638.8K |
| SIMPLEX TRADING, LLC | $2.4M | options only | 0.00% | 12q | OPTIONS |
| LPL Financial LLC | $2.0M | 206,417 | 0.00% | 11q | -2.3%-$49.2K |
| Kestra Advisory Services, LLC | $1.9M | 189,253 | 0.01% | 4q | +7.5%+$131.1K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 185,995 | 0.00% | 20q | +3.1%+$54.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 178,355 | 0.00% | 2q | +15.9%+$242.9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.6M | 162,601 | 0.00% | 2q | +1184.8%+$1.5M |
| MARSHALL WACE, LLP | $1.6M | 159,265 | 0.00% | 2q | -22.4%-$456.2K |
| TUDOR INVESTMENT CORP ET AL | $1.6M | 156,293 | 0.00% | 10q | -67.9%-$3.3M |
| DEUTSCHE BANK AG\ | $1.3M | 132,647 | 0.00% | 7q | +0.6%+$8.1K |
| MACKENZIE FINANCIAL CORP | $1.3M | 129,032 | 0.00% | 4q | -30.3%-$557.5K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 128,485 | 0.00% | 7q | -9.9%-$140.5K |
| WCG Wealth Advisors LLC | $1.2M | 124,690 | 0.03% | 4q | +16.5%+$175.7K |
| Trexquant Investment LP | $1.2M | 123,482 | 0.01% | 7q | -72.4%-$3.2M |
| FIRST TRUST ADVISORS LP | $1.2M | 116,245 | 0.00% | 4q | +32.1%+$280.6K |
| GROUP ONE TRADING LLC | $1.1M | 422 | 0.00% | 20q | HELD |
| Manatuck Hill Partners, LLC | $993.0K | 100,000 | 0.33% | new | NEW |
| EMERALD MUTUAL FUND ADVISERS TRUST | $907.9K | 91,433 | 0.03% | new | NEW |
| Bank of New York Mellon Corp | $891.1K | 89,743 | 0.00% | 17q | +9.6%+$78.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $868.4K | 87,450 | 0.00% | 17q | +17.7%+$130.5K |
| Sixth Street Partners Management Company, L.P. | $868.4K | 87,450 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $830.1K | options only | 0.00% | 11q | OPTIONS |
| FEDERATED HERMES, INC. | $803.5K | 80,914 | 0.00% | 8q | HELD |
| AMERICAN CENTURY COMPANIES INC | $717.4K | 72,249 | 0.00% | 10q | -4.3%-$32.1K |
| AQR CAPITAL MANAGEMENT LLC | $716.5K | 72,160 | 0.00% | 10q | +99.7%+$357.6K |
| Creative Planning | $666.1K | 67,083 | 0.00% | new | NEW |
| BARCLAYS PLC | $664.2K | 66,884 | 0.00% | 17q | -4.9%-$34.1K |
| Allspring Global Investments Holdings, LLC | $656.5K | 65,585 | 0.00% | 5q | +3.6%+$22.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $650.9K | 65,550 | 0.00% | new | NEW |
| CREDIT AGRICOLE S A | $617.5K | 62,189 | 0.00% | 5q | HELD |
| Man Group plc | $615.1K | 61,941 | 0.00% | 4q | -13.9%-$99.0K |
| Brevan Howard Capital Management LP | $599.2K | 60,343 | 0.00% | 3q | +29.9%+$137.9K |
| IMC-Chicago, LLC | $581.9K | options only | 0.00% | new | OPTIONS |
| ExodusPoint Capital Management, LP | $567.2K | 57,121 | 0.00% | new | NEW |
| State of Wyoming | $557.4K | 56,132 | 0.06% | 7q | +31.3%+$133.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $549.1K | 55,300 | 0.00% | 3q | -4.7%-$26.8K |
| PDT Partners, LLC | $473.2K | 47,655 | 0.02% | 5q | -84.9%-$2.7M |
| Diversify Advisory Services, LLC | $470.7K | 49,967 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $470.7K | 49,967 | 0.01% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $464.1K | 46,742 | 0.00% | 7q | -37.0%-$272.6K |
| Schonfeld Strategic Advisors LLC | $447.9K | 45,101 | 0.00% | new | NEW |
| AXQ CAPITAL, LP | $425.5K | 42,853 | 0.05% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $383.1K | 38,585 | 0.00% | 10q | HELD |
| Cornerstone Investment Partners, LLC | $377.7K | 38,035 | 0.01% | 8q | -4.6%-$18.1K |
| ALLIANCEBERNSTEIN L.P. | $375.4K | 48,690 | 0.00% | 9q | +85.9%+$173.5K |
| RAYMOND JAMES FINANCIAL INC | $355.7K | 35,821 | 0.00% | 7q | -15.0%-$62.6K |
| VIRTUS ADVISERS, LLC | $344.2K | 34,667 | 0.13% | new | NEW |
| NORTHLAND SECURITIES, INC. | $332.0K | 33,433 | 0.19% | new | NEW |
| Cetera Investment Advisers | $329.7K | 33,204 | 0.00% | 5q | +8.9%+$26.9K |
| RHUMBLINE ADVISERS | $311.2K | 31,343 | 0.00% | 17q | +2.8%+$8.4K |
| HighTower Advisors, LLC | $290.1K | 29,218 | 0.00% | 5q | +9.8%+$26.0K |
| Graham Capital Management, L.P. | $281.0K | 28,296 | 0.01% | 5q | +3.5%+$9.6K |
| CITIGROUP INC | $269.3K | 27,123 | 0.00% | 18q | -59.8%-$400.5K |
| WELLS FARGO & COMPANY/MN | $245.3K | 24,704 | 0.00% | 14q | -70.5%-$585.9K |
| OSAIC HOLDINGS, INC. | $240.2K | 24,184 | 0.00% | 20q | -21.7%-$66.6K |
| MARTINGALE ASSET MANAGEMENT L P | $235.4K | 23,705 | 0.01% | 5q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $203.9K | 20,535 | 0.00% | 4q | -17.6%-$43.5K |
| NorthCrest Asset Manangement, LLC | $190.1K | 20,526 | 0.00% | 6q | +0.5% |
| LAZARD ASSET MANAGEMENT LLC | $183.4K | 18,467 | 0.00% | 2q | +56.2%+$66.0K |
| STRS OHIO | $179.7K | 18,100 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $175.0K | 17,626 | 0.00% | 7q | HELD |
| Invesco Ltd. | $161.6K | 16,271 | 0.00% | 17q | -24.6%-$52.8K |
| SEI INVESTMENTS CO | $157.5K | 15,860 | 0.00% | 2q | -0.8%-$1.3K |
| TCFG Investment Advisors, LLC | $149.2K | 15,024 | 0.05% | 2q | HELD |
| Optivise Advisory Services LLC | $145.5K | 14,657 | 0.07% | 2q | -13.0%-$21.8K |
| Private Advisor Group, LLC | $140.8K | 14,181 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $126.1K | 12,703 | 0.00% | 6q | +329.4%+$96.8K |
| Y-Intercept (Hong Kong) Ltd | $119.1K | 11,993 | 0.00% | new | NEW |
| MANGROVE PARTNERS IM, LLC | $118.8K | 11,961 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $118.6K | 11,946 | 0.00% | 9q | -5.9%-$7.4K |
| JONES FINANCIAL COMPANIES LLLP | $115.6K | 12,462 | 0.00% | 5q | +11.8%+$12.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $109.6K | 11,037 | 0.00% | 7q | -35.2%-$59.7K |
| Vanguard Global Advisers, LLC | $106.7K | 10,744 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $105.1K | 10,585 | 0.00% | 3q | -87.8%-$756.7K |
| FMR LLC | $71.3K | 7,179 | 0.00% | 17q | +96.3%+$35.0K |
| Police & Firemen's Retirement System of New Jersey | $62.4K | 6,282 | 0.00% | 6q | HELD |
| MEEDER ASSET MANAGEMENT INC | $34.1K | 3,436 | 0.00% | 7q | +49.7%+$11.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $33.3K | 3,355 | 0.00% | 4q | -92.8%-$432.2K |
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 |
|---|---|---|---|
| 2026-08-14 | 13G/A | Aristeia Capital, L.L.C. | 2.5% |
| 2026-08-14 | 13G/A | LMR Partners LLPwith 7 co-filers | 2.5% |
| 2026-08-13 | 13G/A | Wellington Trust Company, NA | 1.9% |
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 2 co-filers | 3.5% |
| 2026-07-31 | 13G/A | Vanguard Capital Management | 2.9% |
| 2026-07-29 | 13G/A | BlackRock, Inc. | 2.3% |
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 | 143 | $228.5M | 21,719,733 | 31 | 47 | 40 | 6.1% |
| Q1 2026 | 141 | $164.2M | 19,607,862 | 22 | 39 | 46 | 8.0% |
| Q4 2025 | 138 | $247.3M | 21,534,377 | 21 | 47 | 41 | 9.0% |
| Q3 2025 | 143 | $258.9M | 20,900,403 | 33 | 54 | 34 | 8.8% |
| Q2 2025 | 141 | $245.1M | 14,978,618 | 36 | 63 | 25 | 14.7% |
| Q1 2025 | 126 | $131.8M | 11,349,862 | 44 | 37 | 28 | 19.9% |
| Q4 2024 | 101 | $92.3M | 11,726,274 | 31 | 40 | 12 | 3.0% |
| Q3 2024 | 77 | $42.8M | 8,654,304 | 16 | 28 | 15 | 4.4% |
| Q2 2024 | 69 | $27.0M | 7,296,215 | 5 | 27 | 18 | 8.4% |
| Q1 2024 | 68 | $20.5M | 7,007,764 | 12 | 17 | 19 | 14.7% |
| Q4 2023 | 66 | $35.0M | 5,849,236 | 16 | 20 | 13 | 14.4% |
| Q3 2023 | 54 | $9.9M | 3,798,620 | 8 | 11 | 14 | 3.3% |
| Q2 2023 | 50 | $7.4M | 3,556,019 | 5 | 11 | 15 | 1.9% |
| Q1 2023 | 43 | $6.8M | 3,242,519 | 5 | 7 | 17 | 2.5% |
| Q4 2022 | 39 | $7.1M | 3,159,991 | 4 | 15 | 6 | 9.1% |
| Q3 2022 | 49 | $9.5M | 3,534,516 | 7 | 14 | 15 | 14.1% |
| Q2 2022 | 50 | $15.5M | 3,148,096 | 19 | 13 | 9 | 33.6% |
| Q1 2022 | 46 | $17.9M | 3,061,232 | 19 | 8 | 12 | 41.3% |
| Q4 2021 | 32 | $20.7M | 3,122,486 | 7 | 14 | 5 | 31.6% |
| Q3 2021 | 37 | $51.2M | 6,074,084 | 39 | 0 | 0 | 7.7% |
| Q2 2021 | 1 | $204.0K | 20,000 | 1 | 0 | 0 | 0.0% |