All 220 'O' 13F Investors

Institutional investment managers with at least $100 million in assets under management

Name Location Latest filing
Oak Asset Management, LLC Westlake Village, CA Q3 2024
OAK ASSOCIATES LTD /OH/ Akron, OH Q3 2024
OAKBROOK INVESTMENTS LLC Lisle, IL Q1 2020
Oakcliff Capital Partners, LP New York, NY Q3 2024
OAK FAMILY ADVISORS, LLC Chicago, IL Q3 2024
Oak Grove Capital LLC North Hampton, NH Q3 2024
OAK HARBOR WEALTH PARTNERS, LLC Raleigh, NC Q3 2024
Oak Harvest Investment Services Houston, TX Q3 2024
OAK HILL ADVISORS LP New York, NY Q3 2024
OAK HILL CAPITAL MANAGEMENT, LLC New York, NY Q3 2024
Oakhurst Advisors,LLC Los Angeles, CA Q4 2022
OAKMONT Corp Los Angeles, CA Q3 2024
Oak Point Wealth Management Portage, MI Q1 2018
OAK RIDGE INVESTMENTS LLC Chicago, IL Q3 2024
Oak Root LLC Santa Barbara, CA Q3 2024
Oak Thistle LLC New York, NY Q3 2024
OAKTOP CAPITAL MANAGEMENT II, L.P. Chatham, NJ Q3 2024
OAKTREE CAPITAL MANAGEMENT LP Los Angeles, CA Q3 2024
Oaktree Fund Advisors, LLC Los Angles, CA Q3 2024
OAKVIEW CAPITAL MANAGEMENT, L.P. Dallas, TX Q3 2024
Oakwell Private Wealth Management, LLC Austin, TX Q3 2024
OAKWOOD CAPITAL MANAGEMENT LLC/CA Los Angeles, CA Q2 2021
Oakworth Capital, Inc. Birmingham, AL Q3 2024
OARSMAN CAPITAL, INC. Milwaukee, WI Q3 2024
Oasis Management Co Ltd. Grand Cayman, Cayman Islands Q3 2024
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP Aspen, CO Q3 2024
OBERNDORF WILLIAM E San Francisco, CA Q3 2024
OBERWEIS ASSET MANAGEMENT INC/ Lisle, IL Q3 2024
Objective Capital Management, LLC Pepper Pike, OH Q3 2024
Objectivity Squared, LLC Charleston, SC Q3 2024
O'Brien Greene & Co. Inc Media, PA Q3 2024
O'Brien Wealth Partners LLC Waltham, MA Q3 2024
Obsidian Personal Planning Solutions LLC Rockville, MD Q3 2024
Obvious Management Services, L.L.C. San Francisco, CA Q3 2022
Occidental Asset Management, LLC Burlingame, CA Q3 2024
OCCUDO QUANTITATIVE STRATEGIES LP Fort Lauderdale, FL Q3 2024
OCEAN ARETE LTD Hong Kong, Hong Kong Q3 2023
Ocean Endowment Partners, LLC Chicago, IL Q3 2021
Oceanic Investment Management LTD Douglas, Isle of Man Q3 2018
Ocean Park Asset Management, LLC Santa Monica, CA Q3 2024
Oceanside Advisors LLC Mount Pleasant, SC Q3 2024
OCO Capital Partners, L.P. New York, NY Q3 2024
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Chicago, IL Q3 2024
O'Connor Financial Group LLC Quincy, IL Q3 2024
Octagon Capital Advisors LP New York, NY Q3 2024
Octahedron Capital Management L.P. Hillsborough, CA Q3 2024
Octavia Wealth Advisors, LLC Cincinnati, OH Q3 2024
ODDO BHF ASSET MANAGEMENT SAS Paris, France Q3 2024
O'Dell Group, LLC Cincinnati, OH Q3 2024
Oder Investment Management, LLC Woodland Hills, CA Q3 2024
Odey Asset Management Group Ltd London, United Kingdom Q1 2023
Odey Asset Management LLP London, United Kingdom, United Kingdom Q3 2023
Odey Holdings AG Zurich, Switzerland, Switzerland Q1 2021
ODonnell Financial Services, LLC San Rafael, CA Q3 2024
OECHSLE INTERNATIONAL ADVISORS, LLC Boston, MA Q3 2015
OEP CAPITAL ADVISORS, L.P. New York, NY Q3 2024
OFFIT CAPITAL ADVISORS LLC New York, NY Q3 2023
OFI INVEST ASSET MANAGEMENT Paris, France Q2 2024
OGBORNE CAPITAL MANAGEMENT, LLC San Francisco, CA Q3 2024
OGOREK ANTHONY JOSEPH /NY/ /ADV Williamsville, NY Q3 2024
Ohio National Investments, Inc. Montgomery, OH Q1 2016
OIKOS HOLDINGS LLC New York, NY Q2 2024
OKABENA INVESTMENT SERVICES INC Minneapolis, MN Q3 2024
O'Keefe Stevens Advisory, Inc. Rochester, NY Q3 2024
Old Bellows Partners LP New York, NY Q3 2018
OLD DOMINION CAPITAL MANAGEMENT INC Charlottesville, VA Q3 2021
Oldfather Financial Services, LLC Kearney, NE Q3 2024
Oldfield Partners LLP London, United Kingdom Q3 2024
OLD MISSION CAPITAL LLC Chicago, IL Q3 2024
OLD MISSION CAPITAL, LLC Chicago, IL Q4 2020
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD Pinelands, South Africa Q2 2018
OLD NATIONAL BANCORP /IN/ Evansville, IN Q3 2024
Old North State Trust, LLC Greensboro, NC Q3 2024
Old North State Wealth Management, LLC Wilmington, NC Q3 2024
OLD POINT TRUST & FINANCIAL SERVICES N A Newport News, VA Q3 2024
Old Port Advisors Portland, ME Q3 2024
OLD REPUBLIC INTERNATIONAL CORP Chicago, IL Q3 2024
OLD SECOND NATIONAL BANK OF AURORA Aurora, IL Q3 2024
Old Well Partners, LLC Charlotte, NC Q3 2024
Old West Investment Management, LLC Los Angeles, CA Q3 2024
OLIO Financial Planning Mclean, VA Q3 2024
Olistico Wealth, LLC Tulsa, OK Q3 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP Flint, MI Q3 2024
Oliver Luxxe Assets LLC Gladstone, NJ Q3 2024
OLP CAPITAL MANAGEMENT Ltd Causeway Bay, Hong Kong Q3 2024
Olstein Capital Management, L.P. Purchase, NY Q3 2024
Olympiad Research LP Stamford, CT Q3 2024
Olympus Peak Asset Management LP Greenwich, CT Q3 2024
OLYMPUS WEALTH MANAGEMENT, LLC Cottonwood Heights, UT Q3 2024
OMC Financial Services LTD Dewitt, NY Q3 2024
Omega Advisors Inc. New York, NY Q4 2018
Omega Financial Group, LLC Santa Barbara, CA Q3 2024
Omega Fund Management, LLC Boston, MA Q3 2024
OMERS ADMINISTRATION Corp Toronto, Ontario, Canada Q3 2024
OMNI 360 Wealth, Inc. Plainsboro, NJ Q3 2024
Omnia Family Wealth, LLC Aventura, FL Q3 2024
OMNI PARTNERS LLP London, United Kingdom Q1 2021
Omni Partners US LLC Irvine, CA Q3 2021
OmniStar Financial Group, Inc. Wilmington, NC Q3 2024
OMT Capital Management LLC San Francisco, CA Q4 2015
Once Capital Management, LLC New York, NY Q3 2024
One01 Capital, LP Burlingame, CA Q3 2023
ONE Advisory Partners, LLC Overland Park, KS Q3 2024
OneAscent Financial Services LLC Birmingham, AL Q3 2024
OneAscent Wealth Management LLC Birmingham, AL Q3 2024
One Capital Management, LLC Westlake Village, CA Q3 2024
One Charles Private Wealth Services, LLC Hingham, MA Q3 2024
One Day In July LLC Burlington, VT Q3 2024
One Degree Advisors Inc San Diego, CA Q3 2024
OneDigital Investment Advisors LLC Overland Park, KS Q3 2024
One Fin Capital Management LP San Francisco, CA Q3 2024
ONEFUND, LLC Honolulu, HI Q3 2024
O'Neil Global Advisors, Inc. Los Angeles, CA Q3 2024
ONE PLUS ONE WEALTH MANAGEMENT, LLC Jupiter, FL Q3 2024
One River Asset Management, LLC Stamford, CT Q3 2024
One Tusk Investment Partners LP New York, NY Q3 2019
One Wealth Advisors, LLC San Francisco, CA Q3 2024
One Wealth Management Investment & Advisory Services, LLC Miami Beach, FL Q3 2024
One William Street Capital Management, L.P. New York, NY Q3 2024
Onex Canada Asset Management Inc. Toronto, Ontario, Canada Q3 2024
ONTARIO TEACHERS PENSION PLAN BOARD Toronto, Ontario, Canada Q3 2024
Onyx Bridge Wealth Group LLC Tarrytown, NY Q3 2024
Onyx Financial Advisors, LLC Idaho Falls, ID Q3 2024
OnyxPoint Global Management LP New York, NY Q3 2024
Opaleye Management Inc. Boston, MA Q3 2024
Opal Wealth Advisors, LLC Jericho, NY Q3 2024
Open Field Capital LLC New York, US Q3 2014
Opera Trading Capital Paris, France Q4 2018
Operose Advisors LLC Milwaukee, WI Q3 2024
Opes Advisors Inc Cupertino, CA Q4 2018
Opes Wealth Management LLC Menlo Park, CA Q3 2024
Ophir Asset Management Pty Ltd Sydney, Australia Q3 2024
OPINICUS CAPITAL, INC. Tampa, FL Q3 2024
OPPENHEIMER ASSET MANAGEMENT INC. New York, NY Q3 2024
Oppenheimer & Close, LLC New York, NY Q3 2024
OPPENHEIMER & CO INC New York, NY Q3 2024
OppenheimerFunds, Inc. New York, NY Q1 2019
OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada Q1 2024
Optas, LLC Austin, TX Q3 2024
Opti Capital Management, LP New York, NY Q3 2024
OptiFour Integrated Wealth Management, LLC Mc Lean, VA Q4 2019
Optima Fund Management LLC New York, NY Q2 2019
Optimal Asset Management, Inc. Los Altos, CA Q3 2021
OPTIMAS CAPITAL Ltd Central, Hong Kong Q3 2024
Optimist Retirement Group LLC Bellevue, WA Q3 2024
OPTIMUM INVESTMENT ADVISORS Chicago, IL Q3 2024
Optimum Quantvest Corp Stamford, CT Q3 2020
Optimus Prime Fund Management Co., Ltd. Grand Cayman, Cayman Islands Q3 2024
Optiver Holding B.V. Amsterdam, Netherlands Q3 2024
Optivise Advisory Services LLC Franklin, TN Q3 2024
Opus Capital Group, LLC Cincinnati, OH Q3 2024
OPUS INVESTMENT MANAGEMENT INC Worcester, MA Q3 2024
Opus Point Partners Management, LLC New York, NY Q3 2019
Oracle Alpha Inc. Toronto, Ontario, Canada Q1 2024
ORACLE INVESTMENT MANAGEMENT INC Greenwich, CT Q3 2024
ORANGE CAPITAL, LLC Manhasset, NY Q3 2016
ORBA Wealth Advisors, L.L.C. Chicago, IL Q3 2024
ORBIMED ADVISORS LLC New York, NY Q3 2024
Orbis Allan Gray Ltd Hamilton, Bermuda Q3 2024
Orbis Financial Ltd Tortola, Virgin Islands, British Q3 2015
ORBIS HOLDINGS LTD Hamilton, Bermuda Q4 2015
Orbitronix, LP Newport Beach, CA Q4 2016
Orca Investment Management, LLC Roseburg, OR Q3 2024
Orcam Financial Group Encinitas, CA Q3 2024
Orchard Capital Management, LLC Chicago, IL Q3 2024
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Tigard, OR Q3 2024
Orgel Wealth Management, LLC Altoona, WI Q3 2024
ORG Partners LLC Roanoke, IN Q3 2024
ORG Wealth Partners, LLC Dallas, TX Q3 2024
Oribel Capital Management, LP New York, NY Q3 2024
Oriental Harbor Investment Fund Hong Kong, Hong Kong Q3 2024
Origin Asset Management LLP London, United Kingdom Q3 2024
Orinda Asset Management LLC Lafayette, CA Q3 2020
Orin Green Financial, LLC San Diego, CA Q3 2024
Orion Capital Management LLC Coronado, CA Q3 2024
Orion Investment Co St. Louis, MO Q3 2024
Orion Portfolio Solutions, LLC Omaha, NE Q3 2024
Orion Resource Partners LP New York, NY Q3 2024
ORIX CORP Tokyo, Japan Q3 2024
Orland Properties Ltd Road Town, Tortola, Virgin Islands, British Q3 2024
ORLEANS CAPITAL MANAGEMENT CORP/LA Mandeville, LA Q3 2024
O'ROURKE & COMPANY, Inc Boston, MA Q3 2024
ORRELL CAPITAL MANAGEMENT INC Livermore, CA Q3 2015
ORRSTOWN FINANCIAL SERVICES INC Harrisburg, PA Q3 2024
ORSER CAPITAL MANAGEMENT, LLC Southlake, TX Q3 2024
OSAIC HOLDINGS, INC. Scottsdale, AZ Q3 2024
Osbon Capital Management LLC Boston, MA Q2 2019
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC San Francisco, CA Q3 2024
Osborn Williams & Donohoe LLC Cincinnati, OH Q1 2020
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT Q3 2024
Osher Van de Voorde Investment Management Pasadena, CA Q3 2024
OSKIE CAPITAL MANAGEMENT, LLC New York, NY Q3 2017
Osmium Partners, LLC Greenbrae, CA Q4 2022
Osprey Private Wealth LLC New York, NY Q3 2024
OSSIAM Paris, France Q3 2024
OSTERWEIS CAPITAL MANAGEMENT INC San Francisco, CA Q3 2024
OSTRUM ASSET MANAGEMENT Paris, France Q3 2024
OTA Financial Group L.P. Purchase, NY Q2 2023
Otter Creek Advisors, LLC Palm Beach Gardens, FL Q3 2024
OTTER CREEK MANAGEMENT INC West Palm Beach, FL Q3 2015
OUP Management Co., LLC Bala Cynwyd, PA Q3 2023
OUTFITTER ADVISORS, LTD. Mclean, VA Q2 2018
OUTFITTER FINANCIAL LLC Brunswick, ME Q3 2024
Outlook Wealth Advisors, LLC Shenandoah, TX Q3 2024
Ovata Capital Management Ltd Hong Kong, Hong Kong Q3 2024
Overbrook Management Corp New York, NY Q3 2024
OVERSEA-CHINESE BANKING Corp Ltd Singapore, Singapore Q3 2024
OV Management LLC Minneapolis, MN Q3 2024
Owen LaRue, LLC Elizabethtown, KY Q3 2024
Owl Creek Asset Management, L.P. New York, NY Q3 2024
Owls Nest Partners IA, LLC Chadds Ford, PA Q3 2024
Ownership Capital B.V. Amsterdam, Netherlands Q3 2024
Oxbow Advisors, LLC Austin, TX Q3 2024
Oxbow Capital Management (HK) Ltd Hong Kong, Hong Kong Q3 2024
OxenFree Capital LLC Satellite Beach, FL Q3 2024
OXFORD ASSET MANAGEMENT LLP Oxford, United Kingdom Q3 2024
OXFORD FINANCIAL GROUP, LTD. LLC Carmel, IN Q3 2024
Oxford Wealth Group, LLC Orlando, FL Q3 2024
Oxinas Partners Wealth Management LLC Jeffersonville, IN Q3 2024
Oxler Private Wealth LLC Rye Brook, NY Q3 2024

SEC 13F Investors