All 307 'O' SEC Investors

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

Name Location Latest filing
OppenheimerFunds, Inc. New York, NY Q1 2019
OSAIC HOLDINGS, INC. Scottsdale, AZ Q3 2025
Orbis Allan Gray Ltd Hamilton, Bermuda Q3 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT Q3 2025
OMERS ADMINISTRATION Corp Toronto Q3 2025
Orion Porfolio Solutions, LLC Omaha, NE Q3 2025
ORBIS HOLDINGS LTD Hamilton, Bermuda Q4 2015
Orion Portfolio Solutions, LLC Omaha, NE Q1 2025
OneDigital Investment Advisors LLC Overland Park, KS Q3 2025
OPPENHEIMER ASSET MANAGEMENT INC. New York, NY Q3 2025
OPPENHEIMER & CO INC New York, NY Q3 2025
OSSIAM Paris, France Q3 2025
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Tigard, OR Q3 2025
OFI INVEST ASSET MANAGEMENT Issy Les Moulineaux Q4 2025
Optiver Holding B.V. Amsterdam, Netherlands Q3 2025
OAKTREE CAPITAL MANAGEMENT LP Los Angeles, CA Q3 2025
OLD NATIONAL BANCORP /IN/ Evansville, IN Q3 2025
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada Q3 2025
ORBIMED ADVISORS LLC New York, NY Q3 2025
Orgel Wealth Management, LLC Altoona, WI Q4 2025
OVERSEA-CHINESE BANKING Corp Ltd Singapore, Singapore Q3 2025
One Capital Management, LLC Westlake Village, CA Q3 2025
OLD MISSION CAPITAL LLC Chicago, IL Q3 2025
OLD REPUBLIC INTERNATIONAL CORP Chicago, IL Q3 2025
ODDO BHF ASSET MANAGEMENT SAS Paris Q3 2025
OBERWEIS ASSET MANAGEMENT INC/ Lisle, IL Q3 2025
OSTRUM ASSET MANAGEMENT Paris, France Q3 2025
OSTERWEIS CAPITAL MANAGEMENT INC San Francisco, CA Q3 2025
Obermeyer Wealth Partners Aspen, CO Q3 2025
Ocean Park Asset Management, LLC Santa Monica, CA Q4 2025
OMNI PARTNERS LLP London, United Kingdom Q1 2021
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC San Francisco, CA Q3 2025
Omni Partners US LLC Irvine, CA Q3 2021
OXFORD FINANCIAL GROUP, LTD. LLC Carmel, IN Q3 2025
Oakworth Capital, Inc. Birmingham, AL Q3 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) Chicago, IL Q3 2025
OAK ASSOCIATES LTD /OH/ Akron, OH Q3 2025
OLD MISSION CAPITAL, LLC Chicago, IL Q4 2020
Opti Capital Management, LP New York, NY Q3 2025
OAK RIDGE INVESTMENTS LLC Chicago, IL Q3 2025
Oriental Harbor Investment Master Fund Hong Kong Q3 2025
One Day In July LLC Burlington, VT Q3 2025
Oaktree Capital Group Holdings GP, LLC Los Angeles, CA Q3 2019
Optimus Prime Fund Management Co., Ltd. Grand Cayman Q3 2025
OAKTOP CAPITAL MANAGEMENT II, L.P. Chatham, NJ Q3 2025
OAK HILL ADVISORS LP New York, NY Q3 2025
OneAscent Financial Services LLC Birmingham, AL Q3 2025
Oxbow Advisors, LLC Austin, TX Q3 2025
Opaleye Management Inc. Boston, MA Q3 2025
Omega Advisors Inc. New York, NY Q4 2018
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD Pinelands, South Africa Q2 2018
Octavia Wealth Advisors, LLC Cincinnati, OH Q3 2025
Orange Investment Advisors, Inc. Goshen, NY Q3 2025
Onyx Bridge Wealth Group LLC Tarrytown, NY Q3 2025
One Madison Group LLC New York, NY Q3 2025
Owl Creek Asset Management, L.P. New York, NY Q3 2025
Opus Capital Group, LLC Cincinnati, OH Q3 2025
Oak Harvest Investment Services Houston, TX Q3 2025
Oribel Capital Management, LP New York, NY Q3 2025
Occidental Asset Management, LLC Burlingame, CA Q4 2025
Oak Root LLC Santa Barbara, CA Q4 2025
OCCUDO QUANTITATIVE STRATEGIES LP Fort Lauderdale, FL Q3 2025
Ophir Asset Management Pty Ltd Sydney, Australia Q3 2025
One Wealth Advisors, LLC San Francisco, CA Q3 2025
Optimal Asset Management, Inc. Los Altos, CA Q3 2021
Onex Canada Asset Management Inc. Toronto Q3 2025
Osborn Williams & Donohoe LLC Cincinnati, OH Q1 2020
O'Brien Wealth Partners LLC Waltham, MA Q4 2025
Oak Thistle LLC New York, NY Q4 2025
OARSMAN CAPITAL, INC. Milwaukee, WI Q3 2025
Oliver Luxxe Assets LLC Gladstone, NJ Q4 2025
Octagon Capital Advisors LP New York, NY Q3 2025
Oasis Management Co Ltd. Grand Cayman, Cayman Islands Q3 2025
ORRSTOWN FINANCIAL SERVICES INC Harrisburg, PA Q4 2025
Optas, LLC Austin, TX Q3 2025
Overbrook Management Corp New York, NY Q4 2025
OAKMONT Corp Los Angeles, CA Q4 2025
Oxbow Capital Management (HK) Ltd Hong Kong, Hong Kong Q3 2025
ORG Partners LLC Roanoke, IN Q4 2025
Opes Wealth Management LLC Menlo Park, CA Q3 2025
OLP CAPITAL MANAGEMENT Ltd Causeway Bay, Hong Kong Q3 2025
O'Neil Global Advisors, Inc. Los Angeles, CA Q3 2025
OAK HILL WEALTH ADVISORS, LLC Lansdowne, VA Q3 2025
Olstein Capital Management, L.P. Purchase, NY Q3 2025
OKABENA INVESTMENT SERVICES INC Minneapolis, MN Q3 2025
Ovata Capital Management Ltd Hong Kong, Hong Kong Q3 2025
Oakwell Private Wealth Management, LLC Austin, TX Q3 2025
OLD SECOND NATIONAL BANK OF AURORA Aurora, IL Q3 2025
Orland Properties Ltd Road Town, Tortola, Virgin Islands, British Q3 2025
OLD DOMINION CAPITAL MANAGEMENT INC Charlottesville, VA Q3 2021
O'Dell Group, LLC Cincinnati, OH Q3 2025
one8zero8, LLC Greensboro, NC Q3 2025
Oak Grove Capital LLC North Hampton, NH Q3 2025
Old West Investment Management, LLC Los Angeles, CA Q3 2025
ORG Wealth Partners, LLC Dallas, TX Q4 2025
OIKOS HOLDINGS LLC New York, NY Q2 2024
Opera Trading Capital Paris, France Q4 2018
Old Port Advisors Portland, ME Q4 2025
OAK HARBOR WEALTH PARTNERS, LLC Raleigh, NC Q3 2025
Outlook Wealth Advisors, LLC Shenandoah, TX Q3 2025
Operose Advisors LLC Milwaukee, WI Q3 2025
OAKWOOD CAPITAL MANAGEMENT LLC/CA Los Angeles, CA Q2 2021
O'Keefe Stevens Advisory, Inc. Rochester, NY Q4 2025
Odey Asset Management Group Ltd London, United Kingdom Q1 2023
One Charles Private Wealth Services, LLC Hingham, MA Q3 2025
Once Capital Management, LLC New York, NY Q3 2025
OGBORNE CAPITAL MANAGEMENT, LLC San Francisco, CA Q3 2025
Owls Nest Partners IA, LLC Chadds Ford, PA Q3 2025
Opal Wealth Advisors, LLC Jericho, NY Q3 2025
OLIO Financial Planning Mclean, VA Q4 2025
Oldfield Partners LLP London, United Kingdom Q4 2025
OGOREK ANTHONY JOSEPH /NY/ /ADV Williamsville, NY Q3 2025
Oxler Private Wealth LLC Rye Brook, NY Q3 2025
Omnia Family Wealth, LLC Aventura, FL Q4 2025
Oldfather Financial Services, LLC Kearney, NE Q4 2025
ONE Advisory Partners, LLC Overland Park, KS Q4 2025
One Degree Advisors Inc San Diego, CA Q3 2025
O'Brien Greene & Co. Inc Media, PA Q3 2025
Olde Wealth Management, LLC Sammamish, WA Q3 2025
Orion Investment Co St. Louis, MO Q3 2025
OCO Capital Partners, L.P. New York, NY Q3 2025
OLD POINT TRUST & FINANCIAL SERVICES N A Newport News, VA Q3 2025
OAK FAMILY ADVISORS, LLC Chicago, IL Q3 2025
OLYMPUS WEALTH MANAGEMENT, LLC Cottonwood Heights, UT Q2 2025
OneAscent Wealth Management LLC Birmingham, AL Q3 2025
Omega Financial Group, LLC Santa Barbara, CA Q3 2025
Olympus Peak Asset Management LP Greenwich, CT Q3 2025
Oak Asset Management, LLC Westlake Village, CA Q4 2025
Obsidian Personal Planning Solutions LLC Rockville, MD Q3 2025
Orion Capital Management LLC Coronado, CA Q3 2025
One Fin Capital Management LP San Francisco, CA Q3 2025
ODonnell Financial Services, LLC San Rafael, CA Q3 2025
Orion Resource Partners LP New York, NY Q3 2025
Osprey Private Wealth LLC New York, NY Q3 2025
OXFORD ASSET MANAGEMENT LLP Oxford, United Kingdom Q3 2025
OMC Financial Services LTD Dewitt, NY Q4 2025
ORIX CORP Tokyo Q3 2025
Owen LaRue, LLC Elizabethtown, KY Q3 2025
OLIVER LAGORE VANVALIN INVESTMENT GROUP Flint, MI Q2 2025
OPTIMUM INVESTMENT ADVISORS Chicago, IL Q3 2025
Orin Green Financial, LLC San Diego, CA Q3 2025
Ossa Investments Pte. Ltd. Singapore, Singapore Q3 2025
O'ROURKE & COMPANY, Inc Boston, MA Q3 2025
O'Connor Financial Group LLC Quincy, IL Q3 2025
Onyx Financial Advisors, LLC Idaho Falls, ID Q4 2025
Oakcliff Capital Partners, LP New York, NY Q3 2025
ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale, AZ Q3 2025
Omega Fund Management, LLC Boston, MA Q3 2025
Optimist Retirement Group LLC Bellevue, WA Q3 2025
OUTFITTER ADVISORS, LTD. Mclean, VA Q2 2018
ONE PLUS ONE WEALTH MANAGEMENT, LLC Jupiter, FL Q4 2025
Old North State Wealth Management, LLC Wilmington, NC Q3 2025
OPTIMA CAPITAL LLC Beaverton, OR Q3 2025
Olistico Wealth, LLC Tulsa, OK Q4 2025
Optimize Financial Inc Laguna Hills, CA Q3 2025
OxenFree Capital LLC Melbourne, FL Q4 2025
One Wealth Map LLC Las Vegas, NV Q3 2025
Oxinas Partners Wealth Management LLC Jeffersonville, IN Q3 2025
OnyxPoint Global Management LP New York, NY Q3 2025
OMNI 360 Wealth, Inc. Plainsboro, NJ Q3 2025
Ownership Capital B.V. Amsterdam, Netherlands Q3 2025
Octahedron Capital Management L.P. Burlingame, CA Q3 2025
Optivise Advisory Services LLC Franklin, TN Q4 2025
Oak Wealth Advisors LLC Northbrook, IL Q3 2025
Objectivity Squared, LLC Charleston, SC Q3 2025
ORSER CAPITAL MANAGEMENT, LLC Southlake, TX Q4 2025
OmniStar Financial Group, Inc. Wilmington, NC Q3 2025
Old North State Trust, LLC Greensboro, NC Q3 2025
OPUS INVESTMENT MANAGEMENT INC Worcester, MA Q3 2025
Oceanside Advisors LLC Mount Pleasant, SC Q3 2025
OPTIMAS CAPITAL Ltd Central Q3 2025
ORLEANS CAPITAL MANAGEMENT CORP/LA Mandeville, LA Q3 2025
Obsido Oy Tampere Q3 2025
Oppenheimer & Close, LLC New York, NY Q3 2025
Occam Crest Management LP Darien, CT Q3 2025
OptiFour Integrated Wealth Management, LLC Mc Lean, VA Q4 2019
OPINICUS CAPITAL, INC. Tampa, FL Q3 2025
ORACLE INVESTMENT MANAGEMENT INC Greenwich, CT Q3 2025
OTA Financial Group L.P. Purchase, NY Q2 2023
Opes Advisors Inc Cupertino, CA Q4 2018
Oder Investment Management, LLC Woodland Hills, CA Q3 2025
Orca Wealth Management, LLC New Port Richey, FL Q3 2025
Opulen Financial Group LLC Arlington, VA Q3 2025
Orca Investment Management, LLC Lake Oswego, OR Q4 2025
Michael Gregory O'Hara New York, NY Q3 2025
Orcam Financial Group Encinitas, CA Q3 2025
OEP CAPITAL ADVISORS, L.P. New York, NY Q3 2025
OUTFITTERS FINANCIAL LLC Brunswick, ME Q3 2025
OneAscent Family Office, LLC Birmingham, AL Q3 2025
ORBA Wealth Advisors, L.L.C. Chicago, IL Q3 2025
Orvieto Partners, L.P. Boston, MA Q3 2025
OV Management LLC Minneapolis, MN Q3 2025
OFC FINANCIAL PLANNING, LLC Short Hills, NJ Q3 2025
Otter Creek Advisors, LLC Palm Beach Gardens, FL Q3 2025
Oak Point Wealth Management Portage, MI Q1 2018
Oregon Pacific Wealth Management, LLC Medford, OR Q4 2025
Objective Capital Management, LLC Pepper Pike, OH Q3 2025
Osbon Capital Management LLC Boston, MA Q2 2019
OneAscent Investment Solutions LLC Birmingham, AL Q3 2025
One Wealth Management Investment & Advisory Services, LLC Boca Raton, FL Q4 2025
October Effect Ltd Virginia Beach, VA Q4 2025
Orbis Financial Ltd Tortola, Virgin Islands, British Q3 2015
One01 Capital, LP Burlingame, CA Q3 2023
One Tusk Investment Partners LP New York, NY Q3 2019
Odey Asset Management LLP London, United Kingdom, United Kingdom Q3 2023
Orchard Capital Management, LLC Chicago, IL Q3 2025
WILLIAM E. OBERNDORF San Francisco, CA Q3 2025
Olympiad Research LP Stamford, CT Q3 2025
Open Field Capital LLC New York, United States Q3 2014
OECHSLE INTERNATIONAL ADVISORS, LLC Boston, MA Q3 2015
OFFIT CAPITAL ADVISORS LLC New York, NY Q3 2023
OSKIE CAPITAL MANAGEMENT, LLC New York, NY Q3 2017
Optima Fund Management LLC New York, NY Q2 2019
Oaktree Capital Holdings, LLC Los Angeles, CA Q3 2025
Oracle Alpha Inc. Toronto, Ontario, Canada Q1 2024
Oaktree Fund Advisors, LLC Los Angles, CA Q3 2025
OTTER CREEK MANAGEMENT INC West Palm Beach, FL Q3 2015
Optimum Quantvest Corp Stamford, CT Q3 2020
OMT Capital Management LLC San Francisco, CA Q4 2015
Orinda Asset Management LLC Lafayette, CA Q3 2020
Oceanic Investment Management LTD Douglas, Isle of Man Q3 2018
Opus Point Partners Management, LLC New York, NY Q3 2019
OUP Management Co., LLC Bala Cynwyd, PA Q3 2023
ORRELL CAPITAL MANAGEMENT INC Livermore, CA Q3 2015
Origin Asset Management LLP London, United Kingdom Q4 2024
Obvious Management Services, L.L.C. San Francisco, CA Q3 2022
OAKBROOK INVESTMENTS LLC Lisle, IL Q1 2020
One River Asset Management, LLC Stamford, CT Q3 2025
OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada Q1 2024
OAKVIEW CAPITAL MANAGEMENT, L.P. Dallas, TX Q3 2024
Orbitronix, LP Newport Beach, CA Q4 2016
Osmium Partners, LLC Greenbrae, CA Q4 2022
One William Street Capital Management, L.P. New York, NY Q3 2025
Odey Holdings AG Zurich, Switzerland, Switzerland Q1 2021
Old Bellows Partners LP New York, NY Q3 2018
Oakhurst Advisors,LLC Los Angeles, CA Q4 2022
OCEAN ARETE LTD Hong Kong, Hong Kong Q3 2023
OAKLAND FINANCIAL CORP Sterling Heights, MI Q3 2025
One68 Global Capital, LLC New York, NY Q3 2025
ORANGE CAPITAL, LLC Manhasset, NY Q3 2016
Ocean Endowment Partners, LLC Chicago, IL Q3 2021
OAK HILL CAPITAL MANAGEMENT, LLC New York, NY Q3 2025
OAK MANAGEMENT CORP Wilton, CT Q4 2024
Oaktree Capital Group Holdings, L.P. Los Angeles, CA Q3 2019
Oaktree Holdings, Inc. Los Angeles, CA Q3 2019
OBH Inc. San Antonio, TX Q3 2014
OBSM, L.P. Fort Worth, TX Q3 2018
OCEANWOOD CAPITAL MANAGEMENT LTD Valletta, Malta Q2 2019
Odey Holdings Ltd London, United Kingdom Q1 2023
Robin Crispin William Odey London, United Kingdom, United Kingdom Q1 2023
Odyssey Personal Financial Advisors Roswell, GA Q3 2025
OFI Advisors LLC Philadelphia, PA Q1 2019
OFI Global Asset Management, Inc. New York, NY Q4 2017
OFI GLOBAL INSTITUTIONAL, INC New York, NY Q1 2019
OFI PRIVATE INVESTMENTS INC New York, NY Q4 2017
OFI SteelPath, Inc. Dallas, TX Q1 2019
Ohio Casualty Insurance CO Boston, MA Q1 2022
Okumus Fund Management Ltd. Grand Cayman, Cayman Islands Q3 2021
Okumus Opportunistic Value Fund Ltd. Road Town, Tortola, Virgin Islands, British Q3 2021
Olayan Asia Pacific Pte. Ltd. Singapore, Singapore Q3 2025
Olayan Investments Co Establishment Vaduz, Liechtenstein Q3 2025
Old Bell Associates LLC New York, NY Q3 2018
OLD GLORY ASSET MANAGEMENT LLC Malvern, PA Q3 2025
Old Well Partners, LLC Charlotte, NC Q3 2025
Michele Ollier Geneva, Switzerland Q4 2021
OneBeacon Insurance Group, Ltd. Plymouth, MN Q2 2017
Open Bank, S.A. Madrid, Spain Q1 2017
OpenView Advisors, LLC Boston, MA Q3 2024
OpenView Management, LLC Boston, MA Q3 2024
Oppenheim Asset Management Services S.a.r.l 2180 Luxembourg, Luxembourg Q3 2017
Kapitalanagegessellschaft mbH Oppenheim Koln, Germany Q1 2014
Optika Master Portfolio Ltd Pembroke Q3 2025
Optiver US LLC Chicago, IL Q3 2025
Optiver VOF Amsterdam, Netherlands Q3 2025
ORANGE CAPITAL MASTER I, LTD. Grand Cayman, Cayman Islands Q3 2016
ORBIMED CAPITAL LLC New York, NY Q3 2025
Orbis Investment Management (B.V.I.) Ltd Hamilton, Bermuda Q3 2017
ORBIS INVESTMENT MANAGEMENT LTD Hamilton, Bermuda Q3 2025
Orbis Investment Management (U.S.), L.P. San Francisco, CA Q3 2025
ORBIS WORLD LTD Road Town, Tortola, Virgin Islands, British Q3 2018
Orchard Hill Capital Management LP New York, NY Q3 2016
ORCHID CAPITAL INVESTMENTS PTE. Ltd. Singapore, Singapore Q3 2017
Ordinal Holdings ManageCo, LP New York, NY Q3 2022
Oregon Health & Science University Portland, OR Q4 2022
ORION RESOURCE PARTNERS (USA) LP New York, NY Q3 2025
ORIX Corp Europe N.V. Rotterdam Q3 2025
ORIX Corp USA Dallas, TX Q3 2020
Osaic Advisory Services, LLC Atlanta, GA Q3 2025
OSAIC FA, INC. Fort Wayne, IN Q3 2024
OSAIC FS, INC. Fort Wayne, IN Q3 2024
OSAIC INSTITUTIONS, INC. Meriden, CT Q3 2025
OSAIC WEALTH, INC. Scottsdale, AZ Q2 2024
OSAIC WEALTH, INC. Scottsdale, AZ Q3 2025
O'Shares Investment Advisers, LLC Boston, MA Q3 2023
Oslo Asset Management AS Oslo, Norway Q3 2024
Ospraie Management, LLC New York, NY Q3 2018
OSTERWEIS CAPITAL MANAGEMENT LLC/CA San Francisco, CA Q3 2025
Ostrum Asset Management U.S., LLC New York, NY Q3 2019
OTA LLC Purchase, NY Q2 2023
OTA TRADING FUND 1 LLC Purchase, NY Q2 2023
OTPP Environmental Services Trust Toronto, Ontario, Canada Q4 2023
Overlook Holdings Ltd Tortola, Virgin Islands, British Q3 2022
Overlook Investments (BVI) Ltd Tortola, Virgin Islands, British Q3 2022
Overlook Investments LP Grand Cayman, Cayman Islands Q3 2022
Overlook Investments Ltd Hong Kong, Hong Kong Q3 2022
Owners Insurance Co Lima, OH Q3 2025
Oxford Wealth Group, LLC Orlando, FL Q3 2025

SEC Investors