Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OPFI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 3.0M | $30.0M | +14.8% | 3.509% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $22.0M | +86.9% | 2.577% | 0.00% |
| 3 | BlackRock, Inc. | 2.0M | $20.3M | +5.8% | 2.380% | 0.00% |
| 4 | CITADEL ADVISORS LLC | 1.3M | $12.9M | +81.7% | 1.514% | 0.00% |
| 5 | CORSAIR CAPITAL MANAGEMENT, L.P. | 1.1M | $10.5M | +3449.1% | 1.224% | 1.31% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 743K | $7.4M | +21.5% | 0.863% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 669K | $6.6M | -39.0% | 0.778% | 0.00% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 668K | $6.6M | +44.8% | 0.777% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 646K | $6.4M | +51.7% | 0.751% | 0.00% |
| 10 | Nuveen, LLC | 641K | $6.4M | -1.7% | 0.745% | 0.00% |
| 11 | LB Partners LLC | 633K | $6.3M | +26.5% | 0.735% | 4.28% |
| 12 | STATE STREET CORP | 565K | $5.6M | +5.3% | 0.656% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 533K | $5.3M | -15.4% | 0.620% | 0.01% |
| 14 | GOLDMAN SACHS GROUP INC | 454K | $4.5M | +38.2% | 0.528% | 0.00% |
| 15 | AMERIPRISE FINANCIAL INC | 448K | $4.5M | +259.0% | 0.521% | 0.00% |
| 16 | MORGAN STANLEY | 416K | $4.1M | -41.5% | 0.483% | 0.00% |
| 17 | UBS Group AG | 355K | $3.5M | +7.9% | 0.413% | 0.00% |
| 18 | MILLENNIUM MANAGEMENT LLC | 333K | $3.3M | -24.6% | 0.387% | 0.00% |
| 19 | GLOBEFLEX CAPITAL L P | 326K | $3.2M | -2.4% | 0.379% | 0.41% |
| 20 | NORTHERN TRUST CORP | 301K | $3.0M | +53.8% | 0.350% | 0.00% |
| 21 | PL Capital Advisors, LLC | 300K | $3.0M | — | 0.349% | 0.83% |
| 22 | JPMORGAN CHASE & CO | 285K | $2.7M | -57.1% | 0.331% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 253K | $2.5M | +34.0% | 0.295% | 0.00% |
| 24 | LPL Financial LLC | 206K | $2.0M | -2.3% | 0.240% | 0.00% |
| 25 | Kestra Advisory Services, LLC | 189K | $1.9M | +7.5% | 0.220% | 0.01% |
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 OPFI — a direct measure of their conviction.
Filings activity in OPFI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | +0.7% | 27.17% | 7.35 pp | $223M | +42% |
| Q1 2026 | 147 | +2.8% | 34.52% | 4.09 pp | $157M | 34% |
| Q4 2025 | 143 | 4.0% | 38.61% | +2.04 pp | $238M | 2.5% |
| Q3 2025 | 149 | +1.4% | 36.57% | +7.79 pp | $244M | +5.5% |
| Q2 2025 | 147 | +11% | 28.78% | +7.97 pp | $232M | +99% |
| Q1 2025 | 132 | +26% | 20.81% | +2.47 pp | $117M | +34% |
| Q4 2024 | 105 | +28% | 18.34% | +7.86 pp | $87M | +112% |
| Q3 2024 | 82 | — | 10.48% | — | $41M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OPFI stock.
Based on Q2 2026 13F filings, institutional ownership of OppFi Inc. stands at 27.2%, held across 148 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of OPFI, with approximately 3,019,250 shares worth $0.03B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of OPFI, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for OPFI is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in OPFI during Q2 2026, while 26 fully exited. 93 added to existing positions and 24 trimmed.
OPFI institutional ownership fell by 7.35 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 57.9% of all reported 13F value in OPFI, and the top 25 account for 82.7%.
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.
OppFi Inc. (OPFI) Institutional Ownership