Owens & Minor Inc (OMI) Ownership

12.35 ↑0.12 (0.98%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Owens & Minor Inc (OMI), owning a total of 11.6 million shares. Combined, the top 40 institutional holders of OMI own 117.34% of the company with a total of 90.4 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders increased their combined ownership of OMI by 5.3 million shares. 7 institutions bought 5,354,743 total additional shares and increased their ownership by an average of 3.15%. However 1 institutions sold 78,500 total shares and decreased their ownership by an average of 6.3%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Owens & Minor increased by a net total of 5,276,243 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	14.998%	0.792%	11,564,624	90,862	2024-09-30
Vanguard Group Inc	11.424%	2.243%	8,808,664	193,212	2024-09-30
Dimensional Fund Advisors, Inc.	6.226%	5.872%	4,800,451	266,247	2024-09-30
Coliseum Capital Management LLC	4.726%	0.000%	3,644,481	3,644,481	2024-09-30
Charles Schwab Investment Management Inc	2.630%	10.161%	2,028,236	187,079	2024-09-30
Renaissance Technologies Corp	1.515%	-6.297%	1,168,100	-78,500	2024-09-30
Towle & Co	1.230%	0.000%	948,269	948,269	2024-09-30
Northern Trust Corp	1.104%	2.975%	851,347	24,593	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.044%	-4.199%	11,600,587	-508,414	2024-06-30
FMR Inc	14.998%	0.792%	11,564,624	90,862	2024-09-30
Vanguard Group Inc	11.424%	2.243%	8,808,664	193,212	2024-09-30
Pacer Advisors, INC.	8.800%	29.969%	6,785,763	1,564,682	2024-06-30
Deerfield Management Co	8.263%	30.627%	6,371,440	1,493,852	2024-06-30
Dimensional Fund Advisors, Inc.	6.226%	5.872%	4,800,451	266,247	2024-09-30
Coliseum Capital Management LLC	4.726%	0.000%	3,644,481	3,644,481	2024-09-30
State Street Corporation	3.998%	-1.404%	3,082,286	-43,905	2024-03-31
State Street Corp	3.872%	-3.138%	2,985,562	-96,724	2024-06-30
Wellington Management Company LLP	2.760%	-54.344%	2,111,493	-2,513,269	2023-12-31
Morgan Stanley - Brokerage Accounts	2.634%	20.310%	2,030,844	342,832	2024-06-30
Charles Schwab Investment Management Inc	2.630%	10.161%	2,028,236	187,079	2024-09-30
HHG PLC	2.455%	3.993%	1,892,736	72,669	2024-06-30
Geode Capital Management, LLC	2.203%	2.586%	1,698,289	42,810	2024-06-30
Amvescap Plc.	2.048%	36.471%	1,579,523	422,116	2024-06-30
Brown Advisory Holdings Inc	1.869%	-5.312%	1,423,862	-79,884	2022-12-31
Allspring Global Investments Holdings, LLC	1.808%	-9.518%	1,383,383	-145,516	2023-03-31
Alyeska Investment Group, L.P.	1.555%	-11.572%	1,185,516	-155,147	2022-09-30
Renaissance Technologies Corp	1.515%	-6.297%	1,168,100	-78,500	2024-09-30
Artemis Investment Management LLP	1.480%	-10.844%	1,128,923	-137,310	2022-09-30
D. E. Shaw & Co LP	1.459%	-27.641%	1,125,312	-429,868	2024-06-30
Towle & Co	1.230%	0.000%	948,269	948,269	2024-09-30
William Blair Investment Management, LLC	1.181%	-7.204%	903,293	-70,120	2023-09-30
Nuveen Asset Management, LLC	1.120%	-21.766%	863,745	-240,304	2024-03-31
Northern Trust Corp	1.104%	2.975%	851,347	24,593	2024-09-30
AllianceBernstein L.P.	0.899%	65.433%	685,463	271,119	2022-06-30
Bank of New York Mellon Corp	0.846%	-0.896%	652,172	-5,897	2024-06-30
Goldman Sachs Group Inc	0.841%	-31.346%	643,506	-293,814	2023-12-31
Kennedy Capital Management Inc	0.834%	22.249%	642,843	116,994	2024-06-30
Manufacturers Life Insurance Co	0.836%	-18.828%	637,547	-147,884	2022-09-30
Epoch Investment Partners Inc	0.807%	-28.159%	615,422	-241,220	2022-12-31
Bridgeway Capital Management, LLC	0.797%	3.897%	614,214	23,040	2024-06-30
Dana Investment Advisors Inc	0.790%	35.838%	609,040	160,682	2024-06-30
Empowered Funds, LLC	0.772%	116.366%	595,148	320,083	2024-03-31
TD Global Investment Solutions – TD Epoch	0.688%	27.249%	530,434	113,587	2024-03-31
Two Sigma Investments LLC	0.677%	-11.385%	517,806	-66,527	2023-12-31
Smith Graham & Co Inv Adv, L.P.**	0.643%	-0.590%	491,489	-2,917	2023-12-31
Ameriprise Financial Inc	0.568%	-5.355%	437,491	-24,752	2024-03-31
Principal Financial Group Inc	0.470%	-8.747%	362,198	-34,719	2024-06-30
Phocas Financial Corp	0.469%	135.916%	361,435	208,230	2024-06-30

Mutual Fund Ownership

Pacer US Small Cap Cash Cows 100 ETF is the biggest individual fund holder of Owens & Minor Inc (OMI), owning a total of 6.6 million shares. Combined, the top 42 mutual fund holders of OMI own 79.00% of the company with a total of 60.7 million shares.

In the latest ownership report on October 31st 2024, the top 42 fund holders increased their combined ownership of OMI by 13 thousand shares. 5 funds bought 17,672 total additional shares and increased their ownership by an average of 0.26%. However 2 funds sold 4,824 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Owens & Minor increased by a net total of 12,848 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.128%	0.105%	4,725,399	4,956	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.968%	0.151%	2,288,933	3,449	2024-10-31
iShares Russell 2000 ETF	2.538%	-0.224%	1,957,170	-4,396	2024-10-31
Vanguard Small Cap Index	2.386%	0.196%	1,839,628	3,600	2024-10-31
Vanguard Small Cap Value Index Inv	1.609%	-0.035%	1,240,961	-428	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	1.396%	0.000%	1,076,611	0	2024-10-31
Invesco S&P SmallCap 600 Revenue ETF	1.067%	0.000%	822,708	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.988%	0.098%	761,783	747	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.848%	0.759%	653,500	4,920	2024-10-31
iShares Russell 2000 Value ETF	0.796%	0.000%	613,716	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pacer US Small Cap Cash Cows 100 ETF	8.555%	-0.025%	6,595,291	-1,642	2024-08-30
Fidelity Small Cap Value Fund	6.460%	0.553%	4,981,368	27,387	2024-08-31
iShares Core S&P Small-Cap ETF	6.128%	0.105%	4,725,399	4,956	2024-10-31
Fidelity® Small Cap Value	4.507%	0.000%	3,447,946	0	2023-10-31
Fidelity® Small Cap Discovery	3.251%	-0.983%	2,486,959	-24,700	2023-10-31
Fidelity Small Cap Discovery	3.185%	0.000%	2,455,759	0	2024-08-31
Vanguard Total Stock Mkt Idx Inv	2.968%	0.151%	2,288,933	3,449	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.912%	1.822%	2,227,469	39,856	2023-03-31
iShares Russell 2000 ETF	2.538%	-0.224%	1,957,170	-4,396	2024-10-31
Vanguard Small Cap Index	2.386%	0.196%	1,839,628	3,600	2024-10-31
Fidelity® Value	2.352%	-6.632%	1,799,364	-127,800	2023-10-31
Janus Henderson Small Cap Value L	1.874%	0.000%	1,444,680	0	2024-09-30
Strategic Advisers Fidelity US TtlStk	1.622%	0.000%	1,250,390	0	2024-09-30
Vanguard Small Cap Value Index Inv	1.609%	-0.035%	1,240,961	-428	2024-10-31
Fidelity Series Small Cap Discovery	1.562%	0.000%	1,204,182	0	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.450%	1.393%	1,118,225	15,367	2024-09-30
Fidelity® Series Small Cap Discovery	1.428%	0.000%	1,092,520	0	2023-10-31
DFA US Small Cap Value I	1.401%	7.064%	1,080,015	71,254	2024-09-30
Schwab Fundamental U.S. Small CompanyETF	1.396%	0.000%	1,076,611	0	2024-10-31
Vanguard Extended Market Index Investor	1.371%	-0.019%	1,049,261	-199	2023-08-31
Strategic Advisers® Fidelity US TtlStk	1.224%	18.709%	936,505	147,595	2023-11-30
Schwab Fundamental US Small Company ETF	1.195%	0.000%	914,258	0	2024-05-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.196%	0.316%	911,039	2,873	2023-02-28
Invesco S&P SmallCap 600 Revenue ETF	1.067%	0.000%	822,708	0	2024-10-31
Fidelity Small Cap Index	1.000%	-2.415%	771,387	-19,091	2024-08-31
Allspring Special Small Cap Value A	1.004%	-32.156%	765,234	-362,700	2023-04-30
iShares S&P Small-Cap 600 Value ETF	0.988%	0.098%	761,783	747	2024-10-31
Artemis US Smaller Companies I Acc GBP	0.965%	-10.632%	735,387	-87,486	2022-09-30
Fidelity® Series Small Cap Opps	0.947%	0.000%	721,940	0	2022-09-30
Fidelity® Small Cap Growth	0.940%	0.000%	716,317	0	2022-11-30
Fidelity® Small Cap Index	0.936%	2.748%	715,907	19,146	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.887%	-0.142%	678,356	-966	2024-05-30
DFA US Targeted Value I	0.869%	0.000%	670,328	0	2024-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.848%	0.759%	653,500	4,920	2024-10-31
Fidelity® Small Cap Stock	0.807%	-31.549%	617,273	-284,500	2023-05-31
iShares Russell 2000 Value ETF	0.796%	0.000%	613,716	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.767%	0.000%	586,981	0	2024-05-31
Dimensional US Targeted Value ETF	0.738%	0.032%	564,226	178	2024-05-31
Fidelity Small Cap Stock	0.728%	11.313%	561,430	57,057	2024-08-31
Invesco S&P SmallCap Value with Momt ETF	0.725%	0.000%	558,963	0	2024-09-30
DFA US Small Cap I	0.720%	0.000%	551,373	0	2024-01-31
SPDR® S&P 600 Small Cap Value ETF	0.699%	0.315%	534,667	1,680	2023-12-31