Who owns OLLI
462 institutions reported holding OLLI for 2026Q1, together 110% of the company, fewer than the 463 a quarter earlier.
462
Institutions reporting a position · as of 2026Q1 · down from 463 the quarter before
- Shares held by institutions
- 67.5M
Shares held by institutions · 110% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $6.21B
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 60 / 67
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 43
- New positions
- 60
- Positions exited
- 67
- Added to
- 174
- Reduced
- 146
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 462 | 67.5M | $6.21B |
| 2025Q4 | 463 | 65.4M | $7.17B |
| 2025Q3 | 480 | 66.1M | $8.49B |
| 2025Q2 | 456 | 68.2M | $8.99B |
| 2025Q1 | 442 | 68.6M | $7.99B |
| 2024Q4 | 465 | 66.3M | $7.28B |
| 2024Q3 | 409 | 64.2M | $6.24B |
| 2024Q2 | 410 | 63.1M | $6.19B |
| 2024Q1 | 364 | 62.6M | $4.98B |
| 2023Q4 | 375 | 61.8M | $4.69B |
| 2023Q3 | 349 | 63.5M | $4.90B |
| 2023Q2 | 322 | 64.2M | $3.72B |
| 2023Q1 | 322 | 64.6M | $3.74B |
| 2022Q4 | 315 | 65.5M | $3.07B |
| 2022Q3 | 320 | 67.0M | $3.46B |
| 2022Q2 | 324 | 67.5M | $3.97B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| FMR LLC | 6.8M | n/a | $623M |
| VANGUARD GROUP INC | 5.8M | n/a | $532M |
| BlackRock Inc. | 5.6M | n/a | $516M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.3M | n/a | $303M |
| WASATCH ADVISORS LP | 3.0M | n/a | $275M |
| GOLDMAN SACHS GROUP INC | 2.4M | n/a | $223M |
| STATE STREET CORP | 1.9M | n/a | $176M |
| UBS Group AG | 1.7M | n/a | $153M |
| Summit Trail Advisors, LLC | 1.6M | n/a | $147M |
| Capital Research Global Investors | 1.4M | n/a | $126M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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