Institutional Ownership Omega Healthcare Investors Inc (OHI)
This table provides information about the institutional ownership of Omega Healthcare Investors Inc (OHI). We have compiled data on the 714 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $9.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
5,556
shares
|
$237,963
0.03% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,523
shares
|
$236,550
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
5,500
shares
|
$235,565
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,464
shares
|
$234,023
0.01% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,265
shares
|
$225,499
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,018
shares
|
$214,920
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
4,971
shares
|
$212,907
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,714
shares
|
$201,900
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,476
shares
|
$191,707
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,400
shares
|
$188,452
0.0% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,399
shares
|
$188,409
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,342
shares
|
$185,967
0.01% of portfolio
|
Q2 2020
Added 14.24%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,312
shares
|
$184,682
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,182
shares
|
$179,115
0.0% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,100
shares
|
$175,603
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,923
shares
|
$168,022
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,819
shares
|
$163,567
0.0% of portfolio
|
Q2 2025
Reduced 88.29%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,363
shares
|
$144,037
0.01% of portfolio
|
Q2 2022
Reduced 7.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
3,135
shares
|
$134,272
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,851
shares
|
$122,108
0.01% of portfolio
|
Q2 2025
Reduced 55.58%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,700
shares
|
$115,641
0.06% of portfolio
|
Q3 2023
Reduced 6.9%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,672
shares
|
$114,441
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,650
shares
|
$113,499
0.04% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,598
shares
|
$111,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,536
shares
|
$108,616
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|