Institutional Holdings Directory
Explore our comprehensive database of Institutional Investors, Hedge Funds, and Asset Management firms whose names begin with the letter"o". Track the "Smart Money" by analyzing their latest SEC 13F filings to discover top portfolio holdings, sector allocations, and recent market moves.
Institutions starting with "o"
200 foundO'Connor Financial Group LLC60 holdingsO'Dell Group, LLC42 holdingsOLD REPUBLIC INTERNATIONAL CORP56 holdingsOPTIMA CAPITAL LLC158 holdingsObermeyer Wealth Partners295 holdingsOne Day In July LLC139 holdingsOVERSEA-CHINESE BANKING Corp Ltd386 holdingsOctavia Wealth Advisors, LLC259 holdingsOrin Green Financial, LLC88 holdingsOAK RIDGE INVESTMENTS LLC179 holdingsOccidental Asset Management, LLC275 holdingsOne Wealth Management Investment & Advisory Services, LLC50 holdingsOAK HILL WEALTH ADVISORS, LLC148 holdingsOSBORNE PARTNERS CAPITAL MANAGEMENT, LLC206 holdingsObjective Capital Management, LLC88 holdingsOlympiad Research LP229 holdingsOrca Investment Management, LLC61 holdingsOutlook Wealth Advisors, LLC290 holdingsOctober Effect Ltd55 holdingsOneAscent Family Office, LLC158 holdingsOneAscent Wealth Management LLC181 holdingsOpus Capital Group, LLC137 holdingsOrion Capital Management LLC551 holdingsOwen LaRue, LLC117 holdingsOxbow Advisors, LLC223 holdingsOne Wealth Advisors, LLC307 holdingsOwnership Capital B.V.22 holdingsOxler Private Wealth LLC90 holdingsone8zero8, LLC253 holdingsOAK HARBOR WEALTH PARTNERS, LLC255 holdingsOGOREK ANTHONY JOSEPH /NY/ /ADV693 holdingsORBA Wealth Advisors, L.L.C.79 holdingsOakworth Capital, Inc.844 holdingsOneAscent Investment Solutions LLC135 holdingsOld West Investment Management, LLC86 holdingsOptimize Financial Inc323 holdingsONE Advisory Partners, LLC67 holdingsOPINICUS CAPITAL, INC.109 holdingsOPPENHEIMER & CO INC1,646 holdingsOPPENHEIMER ASSET MANAGEMENT INC.1,156 holdingsOPTIMAS CAPITAL Ltd29 holdingsObjectivity Squared, LLC53 holdingsOmnia Family Wealth, LLC102 holdingsOnyx Bridge Wealth Group LLC367 holdingsOxinas Partners Wealth Management LLC124 holdingsOAKLAND FINANCIAL CORP16 holdingsOAKMONT Corp30 holdingsONTARIO TEACHERS PENSION PLAN BOARD414 holdingsOceanside Advisors LLC48 holdingsO'Brien Greene & Co. Inc136 holdingsO'Neil Global Advisors, Inc.60 holdingsODonnell Financial Services, LLC55 holdingsOPUS INVESTMENT MANAGEMENT INC30 holdingsOder Investment Management, LLC98 holdingsOldfield Partners LLP25 holdingsOne River Asset Management, LLC166 holdingsOneDigital Investment Advisors LLC1,487 holdingsOppenheimer & Close, LLC55 holdingsOptiver Holding B.V.2,678 holdingsOAK ASSOCIATES LTD /OH/131 holdingsOKABENA INVESTMENT SERVICES INC138 holdingsONE WEALTH CAPITAL MANAGEMENT, LLC122 holdingsORLEANS CAPITAL MANAGEMENT CORP/LA108 holdingsOV Management LLC57 holdingsOak Grove Capital LLC74 holdingsOakwell Private Wealth Management, LLC78 holdingsOctahedron Capital Management L.P.23 holdingsOmega Financial Group, LLC113 holdingsOne Charles Private Wealth Services, LLC168 holdingsOne Wealth Map LLC82 holdingsOperose Advisors LLC444 holdingsOrcam Financial Group55 holdingsOrchard Capital Management, LLC44 holdingsOrion Porfolio Solutions, LLC2,033 holdingsOrland Properties Ltd9 holdingsO'SHAUGHNESSY ASSET MANAGEMENT, LLC2,552 holdingsOAKTREE CAPITAL MANAGEMENT LP178 holdingsOBERNDORF WILLIAM E9 holdingsOLP CAPITAL MANAGEMENT Ltd5 holdingsORIX CORP1 holdingsOXFORD FINANCIAL GROUP, LTD. LLC279 holdingsObsidian Personal Planning Solutions LLC119 holdingsOld Well Partners, LLC1 holdingsOne William Street Capital Management, L.P.7 holdingsOrca Wealth Management, LLC69 holdingsOribel Capital Management, LP109 holdingsOrion Investment Co70 holdingsOrvieto Partners, L.P.42 holdingsOwls Nest Partners IA, LLC18 holdingsOAK HILL ADVISORS LP12 holdingsOAKTOP CAPITAL MANAGEMENT II, L.P.15 holdingsOCCUDO QUANTITATIVE STRATEGIES LP643 holdingsOCO Capital Partners, L.P.4 holdingsOCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AM354 holdingsODDO BHF ASSET MANAGEMENT SAS382 holdingsOEP CAPITAL ADVISORS, L.P.1 holdingsOFC FINANCIAL PLANNING, LLC56 holdingsOGBORNE CAPITAL MANAGEMENT, LLC14 holdingsOLD MISSION CAPITAL LLC1,040 holdingsOMERS ADMINISTRATION Corp1,135 holdingsORBIMED ADVISORS LLC109 holdingsOSAIC HOLDINGS, INC.7,963 holdingsOSSIAM694 holdingsOSTERWEIS CAPITAL MANAGEMENT INC337 holdingsOSTRUM ASSET MANAGEMENT642 holdingsOXFORD ASSET MANAGEMENT LLP485 holdingsOakcliff Capital Partners, LP8 holdingsOaktree Fund Advisors, LLC46 holdingsOasis Management Co Ltd.111 holdingsObsido Oy20 holdingsOccam Crest Management LP29 holdingsOctagon Capital Advisors LP30 holdingsOlde Wealth Management, LLC115 holdingsOlympus Peak Asset Management LP1 holdingsOmega Fund Management, LLC13 holdingsOne Capital Management, LLC483 holdingsOne Fin Capital Management LP20 holdingsOne Madison Group LLC31 holdingsOne68 Global Capital, LLC20 holdingsOnex Canada Asset Management Inc.118 holdingsOnyxPoint Global Management LP29 holdingsOpaleye Management Inc.43 holdingsOphir Asset Management Pty Ltd29 holdingsOpti Capital Management, LP46 holdingsOptimus Prime Fund Management Co., Ltd.21 holdingsOrbis Allan Gray Ltd86 holdingsOrion Resource Partners LP27 holdingsOtter Creek Advisors, LLC45 holdingsOwl Creek Asset Management, L.P.56 holdingsOxbow Capital Management (HK) Ltd11 holdingsOBERWEIS ASSET MANAGEMENT INC/185 holdingsOmniStar Financial Group, Inc.113 holdingsOptimist Retirement Group LLC118 holdingsOpulen Financial Group LLC106 holdingsOREGON PUBLIC EMPLOYEES RETIREMENT FUND1,510 holdingsORG Partners LLC1,618 holdingsORG Wealth Partners, LLC694 holdingsOak Wealth Advisors LLC59 holdingsOlistico Wealth, LLC366 holdingsOliver Luxxe Assets LLC188 holdingsOne Degree Advisors Inc73 holdingsOpal Wealth Advisors, LLC566 holdingsOAK FAMILY ADVISORS, LLC111 holdingsOUTFITTERS FINANCIAL LLC75 holdingsO'Brien Wealth Partners LLC97 holdingsO'ROURKE & COMPANY, Inc166 holdingsOAK HILL CAPITAL MANAGEMENT, LLC1 holdingsOLD SECOND NATIONAL BANK OF AURORA299 holdingsOneAscent Financial Services LLC528 holdingsOregon Pacific Wealth Management, LLC138 holdingsOMC Financial Services LTD67 holdingsOPTIMUM INVESTMENT ADVISORS614 holdingsOlstein Capital Management, L.P.103 holdingsOnyx Financial Advisors, LLC19 holdingsOMNI 360 Wealth, Inc.211 holdingsOak Asset Management, LLC106 holdingsOcean Park Asset Management, LLC94 holdingsOak Harvest Investment Services169 holdingsOld North State Wealth Management, LLC123 holdingsOptivise Advisory Services LLC205 holdingsOLIO Financial Planning67 holdingsONE PLUS ONE WEALTH MANAGEMENT, LLC95 holdingsOldfather Financial Services, LLC92 holdingsOrange Investment Advisors, Inc.177 holdingsOak Root LLC11 holdingsOptas, LLC395 holdingsO'Keefe Stevens Advisory, Inc.68 holdingsOFI INVEST ASSET MANAGEMENT362 holdingsOLD NATIONAL BANCORP /IN/605 holdingsOnce Capital Management, LLC28 holdingsOriental Harbor Investment Master Fund17 holdingsORRSTOWN FINANCIAL SERVICES INC141 holdingsOxenFree Capital LLC47 holdingsOLD POINT TRUST & FINANCIAL SERVICES N A347 holdingsOsprey Private Wealth LLC65 holdingsORSER CAPITAL MANAGEMENT, LLC71 holdingsOak Thistle LLC447 holdingsOld Port Advisors238 holdingsOrgel Wealth Management, LLC88 holdingsOverbrook Management Corp45 holdingsOld North State Trust, LLC147 holdingsORACLE INVESTMENT MANAGEMENT INC20 holdingsOUTFITTER FINANCIAL LLC76 holdingsOvata Capital Management Ltd45 holdingsOARSMAN CAPITAL, INC.250 holdingsOpes Wealth Management LLC145 holdingsOriental Harbor Investment Fund15 holdingsOLYMPUS WEALTH MANAGEMENT, LLC21 holdingsOLIVER LAGORE VANVALIN INVESTMENT GROUP661 holdingsOPOKA INVESTMENT FUND Co1 holdingsOrange Capital Ventures LP1 holdingsONeill Francis James1 holdingsORBIS INVESTMENT MANAGEMENT LTD1 holdingsORTENZIO ROBERT A1 holdingsORCP III DE TopCo GP, LLC1 holdingsOrca Capital AG1 holdingsOaxaca Group L.L.C.1 holdingsOXFORD FINANCE LLC1 holdingsO'HEERON PETE1 holdingsOrion Portfolio Solutions, LLC1,817 holdings