Omega Flex Ownership | Who Owns Omega Flex?

Omega Flex Ownership Summary

Omega Flex is owned by 32.99% institutional investors, 65.17% insiders, and 1.84% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 9.68% of OFLX shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 7.53% of its assets in Omega Flex shares.

OFLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Omega Flex	32.99%	65.17%	1.84%
Sector	Industrials Stocks	64.16%	10.53%	25.31%
Industry	Industrial Machinery Stocks	76.78%	7.61%	15.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	977.11K	9.68%	$50.11M
Neuberger berman group	428.77K	4.25%	$21.99M
Vanguard group	294.33K	2.92%	$15.09M
Dimensional fund advisors lp	252.09K	2.50%	$12.93M
Blackrock	219.94K	2.18%	$11.28M
Principle wealth partners	192.28K	1.90%	$8.07M
Geode capital management	87.00K	0.86%	$4.46M
Hunter associates investment management	78.68K	0.78%	$3.30M
State street	71.76K	0.71%	$3.70M
Wells fargo & company/mn	68.62K	0.68%	$3.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Principle wealth partners	192.28K	0.57%	$8.07M
Hunter associates investment management	78.68K	0.50%	$3.30M
Kayne anderson rudnick investment management	977.11K	0.12%	$50.11M
Inspire investing	19.16K	0.09%	$804.23K
Brown, lisle/cummings	1.85K	0.03%	$94.87K
Neuberger berman group	428.77K	0.02%	$21.99M
Townsquare capital	23.01K	0.02%	$1.18M
Exchange traded concepts	6.78K	0.01%	$284.39K
Founders capital management	200.00	0.01%	$8.39K
Daiwa securities group	15.16K	0.00%	$777.00K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	294.33K	0.00%	132.45K
Millennium management	40.76K	0.00%	40.76K
Morgan stanley	49.13K	0.00%	34.02K
Citadel advisors	35.23K	0.00%	26.49K
Goldman sachs group	31.73K	0.00%	24.05K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	219.94K	0.00%	-165.78K
Kayne anderson rudnick investment management	977.11K	0.12%	-72.14K
Conestoga capital advisors	-	-	-41.70K
Ameriprise financial	-	-	-20.72K
Comerica bank	4.45K	0.00%	-20.42K

New Positions

Holder	Shares	% Assets	Change	Value
Jane street group	19.60K	0.00%	19.60K	$1.01M
Cubist systematic strategies	5.41K	0.00%	5.41K	$277.56K
Los angeles capital management	5.29K	0.00%	5.29K	$271.27K
Corebridge financial	1.91K	0.00%	1.91K	$97.89K
Mirae asset global etfs	1.63K	0.00%	1.63K	$83.43K

Sold Out

Holder	Change
Innealta capital	-1.00
Venturi wealth management	-16.00
Wealthcollab	-25.00
Crewe advisors	-96.00
Quarry lp	-148.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	94	-1.05%	3,329,628	-2.38%	32	2.89%	51	4.08%	25	-16.67%
Jun 30, 2024	94	2.17%	3,410,648	-5.70%	33	2.63%	48	54.84%	30	-18.92%
Mar 31, 2024	92	-	3,616,764	-0.85%	35	2.74%	31	-11.43%	37	-2.63%
Dec 31, 2023	92	-1.08%	3,647,641	-0.88%	36	2.72%	35	-23.91%	38	26.67%
Sep 30, 2023	93	3.33%	3,679,981	-0.86%	36	2.70%	46	-	30	30.43%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Virtus KAR Small-Cap Growth I	759.83K	7.53%	40.76K
Vanguard Total Stock Mkt Idx Inv	217.42K	2.15%	-
DFA US Micro Cap I	92.14K	0.91%	-
iShares Russell 2000 ETF	75.39K	0.75%	-300.00
Neuberger Berman Genesis Inv	68.75K	0.68%	-55.91K
Vanguard Institutional Extnd Mkt Idx Tr	64.13K	0.64%	20.24K
WisdomTree US SmallCap Dividend ETF	49.83K	0.49%	-
JNL Multi-Manager Small Cap Growth A	48.14K	0.48%	1.73K
DFA US Small Cap I	42.21K	0.42%	-
Fidelity Small Cap Index	35.96K	0.36%	-26.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 23, 2022	REED STEWART B		Sell	$5.58M
Aug 19, 2022	Albino Mark F		Sell	$15.18K
Aug 19, 2022	Albino Mark F	-	Sell	$12.03K
Aug 19, 2022	Albino Mark F	-	Sell	$383.88K
Aug 18, 2022	Albino Mark F	-	Sell	$208.92K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q2	-	-

OFLX Ownership FAQ

Who Owns Omega Flex?

Omega Flex shareholders are primarily institutional investors at 32.99%, followed by 65.17% insiders and 1.84% retail investors. The average institutional ownership in Omega Flex's industry, Industrial Machinery Stocks, is 76.78%, which Omega Flex falls below.

Who owns the most shares of Omega Flex?

Omega Flex’s largest shareholders are Kayne anderson rudnick investment management (977.11K shares, 9.68%), Neuberger berman group (428.78K shares, 4.25%), and Vanguard group (294.34K shares, 2.92%). Together, they hold 16.84% of Omega Flex’s total shares outstanding.

Does Blackrock own Omega Flex?

Yes, BlackRock owns 2.18% of Omega Flex, totaling 219.94K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.28M$. In the last quarter, BlackRock decreased its holdings by -166K shares, a -42.98% change.

Who is Omega Flex’s biggest shareholder by percentage of total assets invested?

Principle wealth partners is Omega Flex’s biggest shareholder by percentage of total assets invested, with 0.57% of its assets in 192.28K Omega Flex shares, valued at 8.07M$.

Who is the top mutual fund holder of Omega Flex shares?

Virtus KAR Small-Cap Growth I is the top mutual fund holder of Omega Flex shares, with 7.53% of its total shares outstanding invested in 759.83K Omega Flex shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools