OPTIMUMBANK HLDGS INC (OPHC)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
Institutions report 2,360,141 shares against 12,166,437 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 (cy2026q1i).
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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $3.1M | 616,168 | 0.00% | 12q | +5.6%+$165.4K |
| WELLINGTON MANAGEMENT GROUP LLP | $2.5M | 431,634 | 0.00% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.4M | 406,480 | 0.00% | 2q | +18.1%+$364.0K |
| RENAISSANCE TECHNOLOGIES LLC | $905.5K | 155,051 | 0.00% | 24q | +24.4%+$177.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $629.8K | 107,840 | 0.00% | 17q | +35.7%+$165.6K |
| MORGAN STANLEY | $584.0K | 100,002 | 0.00% | 15q | HELD |
| Mink Brook Asset Management LLC | $458.7K | 78,552 | 0.20% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $453.5K | 77,662 | 0.00% | 17q | +8.6%+$36.1K |
| Sparta 24 Ltd. | $428.9K | 73,443 | 0.39% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $357.7K | 61,244 | 0.00% | 2q | +7.5%+$24.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $319.0K | 54,631 | 0.00% | 6q | -54.4%-$380.3K |
| CITADEL ADVISORS LLC | $248.9K | 42,613 | 0.00% | new | NEW |
| BlackRock, Inc. | $218.8K | 37,458 | 0.00% | 8q | +51.5%+$74.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $184.5K | 31,600 | 0.00% | 8q | HELD |
| NORTHERN TRUST CORP | $145.8K | 24,970 | 0.00% | 6q | -1.8%-$2.6K |
| Pekin Hardy Strauss, Inc. | $109.5K | 18,750 | 0.01% | 2q | HELD |
| GLOBEFLEX CAPITAL L P | $89.1K | 15,253 | 0.01% | 2q | +25.4%+$18.0K |
| STATE STREET CORP | $66.0K | 11,310 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $61.3K | 10,495 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $18.3K | 3,126 | 0.00% | 15q | -50.0%-$18.3K |
| UBS Group AG | $5.7K | 980 | 0.00% | 7q | +74.1%+$2.4K |
| SBI Securities Co., Ltd. | $2.9K | 489 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3K | 220 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $584 | 100 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $409 | 70 | 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 |
|---|---|---|---|
| 2026-08-14 | 13G | AllianceBernstein L.P. | 5.0% |
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 | 25 | $13.3M | 2,360,141 | 8 | 9 | 3 | 0.0% |
| Q1 2026 | 18 | $8.0M | 1,672,668 | 3 | 4 | 4 | 0.0% |
| Q4 2025 | 18 | $6.9M | 1,624,599 | 2 | 5 | 4 | 0.0% |
| Q3 2025 | 21 | $8.1M | 1,978,082 | 1 | 7 | 5 | 0.0% |
| Q2 2025 | 20 | $8.3M | 1,852,075 | 2 | 11 | 3 | 0.0% |
| Q1 2025 | 20 | $6.7M | 1,631,278 | 5 | 10 | 2 | 0.0% |
| Q4 2024 | 16 | $5.4M | 1,143,082 | 3 | 5 | 3 | 0.0% |
| Q3 2024 | 14 | $4.9M | 1,081,071 | 4 | 6 | 1 | 0.0% |
| Q2 2024 | 12 | $4.1M | 962,307 | 3 | 6 | 2 | 0.0% |
| Q1 2024 | 9 | $4.1M | 952,172 | 1 | 2 | 1 | 0.0% |
| Q4 2023 | 10 | $2.7M | 641,760 | 1 | 5 | 2 | 0.0% |
| Q3 2023 | 11 | $1.1M | 351,277 | 4 | 1 | 1 | 0.0% |
| Q2 2023 | 7 | $653.4K | 226,113 | 0 | 3 | 1 | 0.0% |
| Q1 2023 | 8 | $838.0K | 253,163 | 0 | 1 | 2 | 0.0% |
| Q4 2022 | 10 | $1.3M | 320,500 | 5 | 2 | 0 | 0.0% |
| Q3 2022 | 9 | $1.2M | 283,529 | 1 | 2 | 2 | 0.0% |
| Q2 2022 | 8 | $1.3M | 335,554 | 2 | 1 | 3 | 0.0% |
| Q1 2022 | 7 | $1.4M | 341,510 | 1 | 3 | 2 | 0.0% |
| Q4 2021 | 7 | $1.0M | 257,642 | 4 | 1 | 2 | 0.0% |
| Q3 2021 | 5 | $1.1M | 215,581 | 1 | 2 | 2 | 0.0% |
| Q2 2021 | 7 | $1.1M | 234,381 | 3 | 1 | 1 | 0.0% |
| Q1 2021 | 4 | $680.0K | 175,742 | 2 | 2 | 0 | 0.0% |
| Q4 2020 | 2 | $249.0K | 73,813 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $45.0K | 16,500 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.0K | 592 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 1 | $5.0K | 2,171 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $3.0K | 1,008 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $51.0K | 14,332 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $8.0K | 2,124 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $3.0K | 921 | 0 | 0 | 0 | 0.0% |