| VANGUARD CAPITAL MANAGEMENT LLC |
| 2.7M |
| $210.2M |
| -0.7% |
| 4.524% |
| 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $195.7M | +0.3% | 4.211% | 0.01% |
| 6 | Capital Research Global Investors | 2.4M | $186.3M | +77.1% | 4.008% | 0.03% |
| 7 | STATE STREET CORP | 2.0M | $152.8M | +4.1% | 3.287% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $133.3M | +36.3% | 2.868% | 0.02% |
| 9 | Summit Trail Advisors, LLC | 1.6M | $124.0M | +0.7% | 2.668% | 1.56% |
| 10 | Point72 Asset Management, L.P. | 1.6M | $121.0M | +51.0% | 2.604% | 0.13% |
| 11 | Stephens Investment Management Group LLC | 1.4M | $106.5M | +23.0% | 2.292% | 1.14% |
| 12 | Neuberger Berman Group LLC | 1.3M | $101.1M | +15405.3% | 2.175% | 0.03% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $93.6M | -0.1% | 2.014% | 0.00% |
| 14 | UBS Group AG | 1.1M | $86.4M | -32.4% | 1.859% | 0.01% |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 975K | $74.9M | -70.3% | 1.613% | 0.23% |
| 16 | PRIMECAP MANAGEMENT CO/CA/ | 876K | $67.3M | +69.5% | 1.449% | 0.04% |
| 17 | Capital International Investors | 859K | $66.0M | +12.6% | 1.421% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 800K | $61.5M | -67.0% | 1.324% | 0.01% |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | 771K | $59.3M | -20.1% | 1.275% | 1.36% |
| 20 | Hood River Capital Management LLC | 742K | $57.1M | -15.1% | 1.228% | 0.41% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 738K | $56.8M | +0.8% | 1.221% | 0.01% |
| 22 | Capital World Investors | 714K | $54.9M | +2.7% | 1.181% | 0.01% |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 666K | $51.2M | -7.9% | 1.102% | 0.01% |
| 24 | CITADEL ADVISORS LLC | 652K | $50.1M | +21.7% | 1.078% | 0.00% |
| 25 | CONGRESS ASSET MANAGEMENT CO | 633K | $48.7M | -27.0% | 1.048% | 0.30% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OLLI — a direct measure of their conviction.
| 111.57% |
| 0.04 pp |
| $7.51B |
| +2.7% |
| Q4 2024 | 466 | +15% | 111.61% | +7.65 pp | $7.32B | +25% |
| Q3 2024 | 406 | — | 103.96% | — | $5.84B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
60 institutions opened new positions in OLLI during Q2 2026, while 91 fully exited. 93 added to existing positions and 285 trimmed.
OLLI institutional ownership rose by 5.79 percentage points quarter-over-quarter, with a net change of -24 holders.
The top 10 institutions account for 48.7% of all reported 13F value in OLLI, and the top 25 account for 68.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ollie's Bargain Outlet Holdings, Inc. (OLLI) Institutional Ownership