Owens & Minor Ownership | Who Owns Owens & Minor?
Owens & Minor Ownership Summary
Owens & Minor is owned by 99.07% institutional investors, 2.43% insiders. Blackrock is the largest institutional shareholder, holding 15.12% of OMI shares. Fidelity Small Cap Value Fund is the top mutual fund, with 6.46% of its assets in Owens & Minor shares.
OMI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Owens & Minor | 99.07% | 2.43% | -1.50% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Distribution Stocks | 68.88% | 8.99% | 22.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 11.60M | 15.12% | $156.61M |
| Fmr | 11.47M | 14.95% | $154.90M |
| Vanguard group | 8.62M | 11.23% | $116.31M |
| Deerfield management company, l.p. (series c) | 6.37M | 8.30% | $86.01M |
| Dimensional fund advisors lp | 4.53M | 5.91% | $61.21M |
| State street | 2.99M | 3.89% | $40.31M |
| Janus henderson group | 1.89M | 2.47% | $25.55M |
| Charles schwab investment management | 1.84M | 2.40% | $24.86M |
| Geode capital management | 1.70M | 2.21% | $22.93M |
| Invesco | 1.58M | 2.06% | $21.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Deerfield management company, l.p. (series c) | 6.37M | 1.43% | $86.01M |
| Lhm | 142.89K | 0.81% | $1.93M |
| Verdad advisers, lp | 22.50K | 0.35% | $303.75K |
| Dana investment advisors | 609.04K | 0.28% | $8.22M |
| Bridgeway capital management | 614.21K | 0.19% | $8.29M |
| Kennedy capital management | 642.84K | 0.19% | $8.68M |
| Empowered funds | 320.61K | 0.07% | $4.33M |
| Inspire investing | 28.48K | 0.04% | $384.45K |
| Algert global | 95.52K | 0.04% | $1.29M |
| Linden thomas advisory services | 19.14K | 0.04% | $258.42K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deerfield management company, l.p. (series c) | 6.37M | 1.43% | 1.49M |
| Invesco | 1.58M | 0.00% | 422.12K |
| Norges bank | 343.50K | 0.00% | 343.50K |
| Bank of america corp /de/ | 316.66K | 0.00% | 208.57K |
| Phocas financial | 361.44K | 0.02% | 208.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -6.79M |
| Nuveen asset management | 285.75K | 0.00% | -578.00K |
| Epoch investment partners | - | - | -530.43K |
| Blackrock | 11.60M | 0.00% | -508.41K |
| D. e. shaw | 1.13M | 0.01% | -429.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 343.50K | 0.00% | 343.50K | $4.64M |
| Segall bryant & hamill | 134.32K | 0.03% | 134.32K | $1.81M |
| Twinbeech capital lp | 84.67K | 0.02% | 84.67K | $1.14M |
| Balyasny asset management | 59.10K | 0.00% | 59.10K | $797.82K |
| Connor, clark & lunn investment management | 47.05K | 0.00% | 47.05K | $635.11K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -15.00 |
| Huntington national bank | -16.00 |
| Capital advisors | -24.00 |
| Manchester capital management | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 218 | -3.96% | 76,371,136 | -1.27% | 99 | 0.97% | 109 | -2.68% | 74 | 1.37% |
| Jun 30, 2024 | 227 | -4.22% | 77,351,270 | 0.12% | 100 | 0.98% | 112 | 6.67% | 73 | -19.78% |
| Mar 31, 2024 | 237 | 1.72% | 77,257,637 | -0.79% | 101 | 0.97% | 105 | -4.55% | 91 | 2.25% |
| Dec 31, 2023 | 233 | 7.87% | 77,874,145 | -3.44% | 102 | 0.91% | 110 | 14.58% | 89 | 8.54% |
| Sep 30, 2023 | 216 | -9.24% | 80,648,095 | 7.08% | 105 | 1.07% | 96 | -21.31% | 82 | 12.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 4.98M | 6.46% | 27.39K |
| iShares Core S&P Small-Cap ETF | 4.73M | 6.13% | 4.96K |
| Fidelity Small Cap Discovery | 2.46M | 3.19% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.29M | 2.97% | 3.45K |
| iShares Russell 2000 ETF | 1.96M | 2.54% | -4.40K |
| Vanguard Small Cap Index | 1.84M | 2.39% | 3.60K |
| Janus Henderson Small Cap Value L | 1.44M | 1.87% | - |
| Strategic Advisers Fidelity US TtlStk | 1.25M | 1.62% | - |
| Vanguard Small Cap Value Index Inv | 1.24M | 1.61% | -428.00 |
| Fidelity Series Small Cap Discovery | 1.20M | 1.56% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 21, 2024 | Leon Jonathan A | EVP, Chief Financial Officer | Sell | $62.43K |
| Nov 18, 2024 | Sarkar Snehashish | Chief Information Officer | Sell | $25.19K |
| Aug 22, 2024 | Leon Jonathan A | SVP, Corp Treasurer, Intm CFO | Sell | $118.72K |
| Jun 06, 2024 | Bernocchi Perry A | EVP, CEO,. Patient Direct | Sell | $188.14K |
| Jun 06, 2024 | Bernocchi Perry A | EVP, CEO,. Patient Direct | Sell | $32.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 12 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 5 |
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