OPTIMUM COMMUNICATIONS INC (OPTU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
187
Reporting holders
$332.3M
Reported value
83.8%
Of shares outstanding
4.8%
Held as options
+12
Holder change
Institutions report 228,508,298 shares against 272,565,547 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $28.3M | 19,543,542 | 0.00% | 8q | -4.7%-$1.4M |
| MILFAM LLC | $23.1M | 15,920,494 | 18.01% | 2q | +81.5%+$10.4M |
| Kite Lake Capital Management (UK) LLP | $20.4M | 14,100,000 | 7.05% | 3q | +466.4%+$16.8M |
| BW Gestao de Investimentos Ltda. | $18.0M | 8,395,938 | 0.36% | 3q | +414.5%+$14.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.6M | 12,127,418 | 0.00% | 2q | +4.0%+$675.0K |
| JPMORGAN CHASE & CO | $13.5M | 8,893,189 | 0.00% | 31q | -14.7%-$2.3M |
| MILLENNIUM MANAGEMENT LLC | $11.9M | 7,723,322 | 0.00% | 31q | -18.9%-$2.8M |
| Senator Investment Group LP | $11.6M | 8,000,000 | 0.42% | 3q | +60.0%+$4.3M |
| STATE STREET CORP | $10.6M | 7,309,337 | 0.00% | 31q | +14.8%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $10.0M | 6,906,316 | 0.00% | 31q | +11.8%+$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.9M | 5,478,453 | 0.00% | 31q | -17.8%-$1.7M |
| Sixth Street Partners Management Company, L.P. | $7.9M | 5,478,453 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $7.8M | 5,405,637 | 0.01% | new | NEW |
| REDWOOD CAPITAL MANAGEMENT, LLC | $7.5M | 5,189,270 | 0.81% | 20q | -36.6%-$4.4M |
| AQR CAPITAL MANAGEMENT LLC | $7.3M | 5,008,479 | 0.00% | 20q | +204.9%+$4.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.9M | 4,776,118 | 0.00% | 2q | -49.3%-$6.7M |
| Empyrean Capital Partners, LP | $6.4M | 14,039,012 | 0.21% | 9q | -42.9%-$4.8M |
| RENAISSANCE TECHNOLOGIES LLC | $5.8M | 3,976,900 | 0.01% | 17q | +1.2%+$65.7K |
| CITADEL ADVISORS LLC | $5.7M | 3,634,624 | 0.00% | 31q | +10.9%+$557.5K |
| Mount Capital Ltd | $5.6M | 3,889,664 | 2.13% | 19q | HELD |
| Silver Rock Financial LP | $5.5M | 3,800,000 | 11.88% | 9q | +35.7%+$1.4M |
| BARCLAYS PLC | $5.4M | 3,753,855 | 0.00% | 31q | +3398.3%+$5.3M |
| ARES MANAGEMENT LLC | $5.1M | 3,547,478 | 0.22% | 18q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 2,869,168 | 0.00% | 31q | +842.1%+$4.4M |
| Cerberus Capital Management, L.P. | $4.8M | 3,340,785 | 0.23% | 20q | -15.2%-$870.0K |
| KING STREET CAPITAL MANAGEMENT, L.P. | $4.5M | 3,125,000 | 2.39% | 4q | -61.1%-$7.1M |
| Ursa Fund Management, LLC | $4.1M | 1,407,850 | 0.32% | new | NEW |
| NORTHERN TRUST CORP | $3.9M | 2,674,632 | 0.00% | 31q | +17.9%+$588.2K |
| Helix Partners Management LP | $3.7M | 2,520,000 | 0.49% | 3q | +48.2%+$1.2M |
| Taconic Capital Advisors LP | $3.3M | 2,271,365 | 1.55% | 9q | +235.6%+$2.3M |
| Point72 Asset Management, L.P. | $3.1M | 2,144,488 | 0.00% | 10q | -59.3%-$4.5M |
| NOMURA HOLDINGS INC | $2.9M | 1,974,690 | 0.00% | 8q | -73.4%-$7.9M |
| VANGUARD FIDUCIARY TRUST CO | $2.6M | 1,804,087 | 0.00% | 2q | +1.4%+$35.5K |
| Caption Management, LLC | $2.3M | 611,170 | 0.01% | new | NEW |
| ALGERT GLOBAL LLC | $1.7M | 1,143,014 | 0.02% | 2q | +171.2%+$1.0M |
| MHR FUND MANAGEMENT LLC | $1.6M | 1,070,800 | 0.08% | 20q | HELD |
| UBS Group AG | $1.5M | 1,054,580 | 0.00% | 31q | +17.6%+$229.4K |
| HG Vora Capital Management, LLC | $1.5M | 1,001,744 | 0.74% | 6q | -56.4%-$1.9M |
| Clear Street Group Inc. | $1.4M | 1,000,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.4M | 641,354 | 0.00% | 4q | +1290.8%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $1.4M | 965,895 | 0.00% | 31q | -10.8%-$168.9K |
| GOLDMAN SACHS GROUP INC | $1.2M | 847,005 | 0.00% | 31q | -90.2%-$11.3M |
| Quinn Opportunity Partners LLC | $1.0M | 703,592 | 0.05% | new | NEW |
| Bank of New York Mellon Corp | $972.1K | 670,393 | 0.00% | 31q | -4.5%-$46.2K |
| Nuveen, LLC | $871.5K | 601,005 | 0.00% | 6q | +4.5%+$37.6K |
| Jefferies Financial Group Inc. | $855.5K | 40,000 | 0.01% | 15q | -83.3%-$4.3M |
| Converium Capital Inc. | $842.9K | 581,302 | 0.11% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $830.5K | 572,042 | 0.00% | 31q | -65.6%-$1.6M |
| IEQ CAPITAL, LLC | $774.5K | 534,137 | 0.00% | 6q | +515.4%+$648.6K |
| Swiss National Bank | $773.6K | 533,500 | 0.00% | 30q | +14.2%+$96.1K |
| D. E. Shaw & Co., Inc. | $769.2K | 530,505 | 0.00% | 31q | -93.8%-$11.7M |
| TORNO CAPITAL, LLC | $740.5K | 24,588 | 0.02% | new | NEW |
| EJF Capital LP | $725.0K | 500,000 | 0.48% | new | NEW |
| Cable Car Capital, LP | $725.0K | 500,000 | 0.02% | new | NEW |
| Corient Private Wealth LP | $709.8K | 489,508 | 0.00% | 3q | +132.0%+$403.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $705.2K | 486,363 | 0.00% | 31q | -11.0%-$87.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $689.4K | 475,441 | 0.01% | 12q | HELD |
| Verition Fund Management LLC | $652.6K | 182,080 | 0.00% | 25q | +445.2%+$532.9K |
| Cerity Partners LLC | $629.2K | 433,898 | 0.00% | 2q | +1659.4%+$593.4K |
| DEUTSCHE BANK AG\ | $611.8K | 421,917 | 0.00% | 15q | -97.2%-$21.4M |
| FEDERATED HERMES, INC. | $568.8K | 392,256 | 0.00% | 31q | -10.2%-$64.9K |
| ALLSTATE CORP | $560.0K | 386,198 | 0.01% | new | NEW |
| IMC-Chicago, LLC | $547.5K | 55,803 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $533.7K | 368,097 | 0.00% | 29q | +26.2%+$110.9K |
| EQUITEC PROPRIETARY MARKETS, LLC | $533.2K | 213,800 | 0.10% | new | NEW |
| SIMPLEX TRADING, LLC | $519.0K | 69,646 | 0.00% | 31q | HELD |
| Invesco Ltd. | $515.3K | 355,369 | 0.00% | 8q | -24.3%-$165.5K |
| PEAK6 LLC | $497.6K | 343,193 | 0.00% | 3q | -13.5%-$77.7K |
| AlTi Global, Inc. | $495.9K | 341,971 | 0.01% | 7q | +48.0%+$160.8K |
| GROUP ONE TRADING LLC | $476.1K | 69,935 | 0.00% | new | NEW |
| XTX Topco Ltd | $473.7K | 326,671 | 0.01% | 3q | +728.8%+$416.5K |
| Schonfeld Strategic Advisors LLC | $435.0K | 300,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $423.3K | 291,902 | 0.00% | 35q | -92.7%-$5.3M |
| BLUEFIN CAPITAL MANAGEMENT, LLC | $414.1K | 285,596 | 0.10% | new | NEW |
| Engineers Gate Manager LP | $386.8K | 266,771 | 0.01% | 2q | +2392.3%+$371.3K |
| WELLS FARGO & COMPANY/MN | $360.1K | 248,322 | 0.00% | 31q | +23.6%+$68.8K |
| ALLIANCEBERNSTEIN L.P. | $307.4K | 236,500 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $304.3K | 209,870 | 0.00% | 2q | +1005.9%+$276.8K |
| 683 Capital Management, LLC | $294.5K | 203,108 | 0.01% | 2q | HELD |
| Mariner, LLC | $278.7K | 192,251 | 0.00% | new | NEW |
| Man Group plc | $263.3K | 181,574 | 0.00% | new | NEW |
| Legal & General Group Plc | $252.4K | 174,663 | 0.00% | 31q | -2.0%-$5.2K |
| Quarry LP | $246.7K | 170,119 | 0.02% | new | NEW |
| HSBC HOLDINGS PLC | $233.1K | 162,291 | 0.00% | 31q | +25.4%+$47.3K |
| READYSTATE ASSET MANAGEMENT LP | $229.4K | 158,210 | 0.01% | 5q | -87.1%-$1.6M |
| CITIGROUP INC | $218.7K | 150,798 | 0.00% | 31q | +528.6%+$183.9K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $217.5K | 150,000 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $216.4K | 149,253 | 0.00% | 2q | HELD |
| MetLife Investment Management, LLC | $214.9K | 148,175 | 0.00% | 5q | +15.3%+$28.6K |
| Russell Investments Group, Ltd. | $184.8K | 127,472 | 0.00% | 8q | +82.6%+$83.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $178.0K | 122,763 | 0.00% | 5q | -1.3%-$2.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $174.5K | 194,111 | 0.00% | 5q | +588.7%+$149.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $172.6K | 119,001 | 0.00% | 30q | HELD |
| Lido Advisors, LLC | $164.9K | 113,691 | 0.00% | 26q | HELD |
| MACKENZIE FINANCIAL CORP | $159.9K | 110,268 | 0.00% | 9q | -88.7%-$1.3M |
| DoubleLine ETF Adviser LP | $158.8K | 109,533 | 0.07% | 6q | +155.9%+$96.8K |
| KLP KAPITALFORVALTNING AS | $151.2K | 104,300 | 0.00% | 7q | HELD |
| Merit Financial Group, LLC | $149.6K | 103,152 | 0.00% | new | NEW |
| Creative Planning | $147.9K | 102,020 | 0.00% | 31q | +123.9%+$81.9K |
| Vanguard Global Advisers, LLC | $145.2K | 100,168 | 0.00% | 2q | HELD |
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 | Empyrean Capital Partners, LPwith 1 co-filers | 8.1% |
| 2026-08-13 | 13G/A | DEUTSCHE BANK AG\with 1 co-filers | 6.9% |
| 2026-07-09 | 13G | Kite Lake Capital Management (UK) LLPwith 5 co-filers | 3.3% |
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 | 187 | $332.3M | 228,508,298 | 54 | 65 | 43 | 4.8% |
| Q1 2026 | 175 | $391.1M | 300,754,078 | 21 | 57 | 47 | 0.1% |
| Q4 2025 | 167 | $501.3M | 302,092,941 | 30 | 51 | 52 | 0.5% |
| Q3 2025 | 166 | $749.3M | 309,479,444 | 24 | 45 | 58 | 0.5% |
| Q2 2025 | 159 | $666.2M | 310,412,782 | 32 | 55 | 34 | 0.5% |
| Q1 2025 | 146 | $710.5M | 267,278,897 | 16 | 45 | 35 | 0.2% |
| Q4 2024 | 148 | $684.7M | 250,848,728 | 13 | 47 | 40 | 12.0% |
| Q3 2024 | 152 | $629.7M | 239,612,848 | 26 | 43 | 40 | 6.6% |
| Q2 2024 | 153 | $480.7M | 232,236,605 | 26 | 29 | 50 | 1.5% |
| Q1 2024 | 152 | $607.3M | 228,912,713 | 17 | 36 | 57 | 1.8% |
| Q4 2023 | 162 | $737.4M | 217,967,939 | 20 | 50 | 49 | 4.2% |
| Q3 2023 | 164 | $749.3M | 220,366,788 | 22 | 46 | 47 | 4.1% |
| Q2 2023 | 165 | $708.3M | 223,908,256 | 15 | 48 | 59 | 4.7% |
| Q1 2023 | 208 | $827.0M | 235,908,287 | 23 | 65 | 73 | 3.1% |
| Q4 2022 | 211 | $1.1B | 214,988,483 | 38 | 71 | 62 | 7.0% |
| Q3 2022 | 281 | $1.6B | 262,020,661 | 50 | 90 | 80 | 6.8% |
| Q2 2022 | 270 | $2.5B | 255,172,725 | 33 | 93 | 98 | 6.1% |
| Q1 2022 | 316 | $3.4B | 252,923,967 | 46 | 120 | 104 | 5.9% |
| Q4 2021 | 349 | $4.2B | 244,136,286 | 68 | 112 | 113 | 7.2% |
| Q3 2021 | 374 | $5.2B | 231,436,901 | 84 | 123 | 123 | 8.5% |
| Q2 2021 | 348 | $8.9B | 252,405,404 | 46 | 109 | 140 | 3.5% |
| Q1 2021 | 340 | $8.8B | 265,484,074 | 55 | 89 | 141 | 1.7% |
| Q4 2020 | 355 | $12.2B | 281,883,936 | 62 | 83 | 161 | 9.9% |
| Q3 2020 | 350 | $8.8B | 333,430,447 | 55 | 112 | 130 | 1.2% |
| Q2 2020 | 335 | $7.8B | 340,412,859 | 71 | 132 | 90 | 2.2% |
| Q1 2020 | 303 | $7.8B | 345,965,626 | 49 | 93 | 121 | 1.0% |
| Q4 2019 | 338 | $10.5B | 379,195,348 | 56 | 111 | 115 | 1.3% |
| Q3 2019 | 331 | $10.4B | 360,590,508 | 79 | 114 | 113 | 0.6% |
| Q2 2019 | 282 | $8.2B | 333,768,927 | 61 | 91 | 103 | 0.8% |
| Q1 2019 | 264 | $7.4B | 345,476,066 | 83 | 79 | 69 | 0.3% |
| Q4 2018 | 210 | $5.7B | 342,845,717 | 6 | 2 | 3 | 0.4% |