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OppFi (OPFI) Institutional Ownership

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$6.00 +0.05 (+0.76%)
Closing price 03:59 PM Eastern
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$6.07 +0.08 (+1.25%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for OppFi (NYSE:OPFI)

Current
Institutional Ownership
Percentage
7.10%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$93.13M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$15.11M
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OPFI Institutional Buying and Selling by Quarter

OppFi Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026AXQ Capital LP42,853$426K0.0%N/A0.050%
8/20/2026PL Capital Advisors LLC300,000$2.98M0.8%N/A0.352%
8/19/2026Wellington Management Group LLP3,019,250$29.98M0.0%+14.8%3.543%
8/13/2026Globeflex Capital L P326,313$3.24M0.4%N/A0.383%
8/6/2026Bank of New York Mellon Corp89,743$891K0.0%N/A0.105%
5/19/2026Bank of America Corp DE180,483$1.39M0.0%-28.6%0.211%
5/16/2026Lazard Asset Management LLC11,819$91K0.0%N/A0.014%
5/15/2026Corsair Capital Management L.P.29,680$229K0.0%N/A0.035%
5/14/2026Renaissance Technologies LLC630,308$4.86M0.0%+2.3%0.738%
5/14/2026Arrowstreet Capital Limited Partnership211,667$1.63M0.0%+208.1%0.248%
5/14/2026Sei Investments Co.15,992$123K0.0%N/A0.019%
5/14/2026State of Wyoming42,739$330K0.0%+7.9%0.050%
5/13/2026Cetera Investment Advisers30,491$235K0.0%+24.7%0.036%
5/7/2026Dimensional Fund Advisors LP426,089$3.29M0.0%+50.0%0.501%
5/6/2026Allspring Global Investments Holdings LLC63,304$480K0.0%+11.3%0.074%
5/2/2026Diversify Wealth Management LLC50,040$386K0.0%N/A0.059%
4/30/2026Hsbc Holdings PLC16,539$127K0.0%+46.8%0.019%
4/30/2026Kestra Advisory Services LLC176,047$1.36M0.0%+53.0%0.207%
4/29/2026R Squared Ltd21,684$167K0.1%+10.5%0.025%
4/27/2026Moran Wealth Management LLC10,908$84K0.0%N/A0.013%
3/20/2026Hsbc Holdings PLC11,270$119K0.0%N/A0.013%
2/19/2026Invesco Ltd.48,580$508K0.0%+30.4%0.056%
2/18/2026Vident Advisory LLC69,828$730K0.0%N/A0.081%
2/18/2026Mackenzie Financial Corp82,039$887K0.0%+18.8%0.095%
2/18/2026XTX Topco Ltd33,467$350K0.0%N/A0.039%
2/18/2026Zacks Investment Management38,585$404K0.0%-4.9%0.045%
2/18/2026Wellington Management Group LLP2,474,102$25.88M0.0%+193.3%2.865%
2/18/2026Tudor Investment Corp ET AL522,115$5.46M0.0%-0.2%0.605%
2/18/2026Quadrature Capital Ltd14,269$149K0.0%N/A0.017%
2/18/2026Man Group plc26,605$278K0.0%+14.7%0.031%
2/18/2026Engineers Gate Manager LP56,022$586K0.0%-65.6%0.065%
2/17/2026PDT Partners LLC326,348$3.41M0.2%+30.4%0.378%
2/17/2026AQR Capital Management LLC44,019$460K0.0%-17.1%0.051%
2/17/2026Cetera Investment Advisers24,450$256K0.0%+18.8%0.028%
2/17/2026Jain Global LLC10,705$112K0.0%N/A0.012%
2/17/2026Trexquant Investment LP440,161$4.60M0.0%+21.0%0.510%
2/17/2026Jump Financial LLC70,300$735K0.0%-73.9%0.081%
2/17/2026Price T Rowe Associates Inc. MD14,889$156K0.0%+22.6%0.017%
2/17/2026Osaic Holdings Inc.47,266$494K0.0%-16.6%0.055%
2/17/2026Russell Investments Group Ltd.65,963$690K0.0%-3.0%0.076%
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2/17/2026State of Wisconsin Investment Board33,630$352K0.0%+94.1%0.039%
2/17/2026Kemnay Advisory Services Inc.9,117$95K0.0%N/A0.011%
2/17/2026Royal Bank of Canada7,467$78K0.0%-67.8%0.009%
2/17/2026Graham Capital Management L.P.48,243$505K0.0%-19.4%0.056%
2/16/2026Squarepoint Ops LLC161,249$1.69M0.0%-44.6%0.187%
2/16/2026Barclays PLC76,723$803K0.0%+99.8%0.089%
2/13/2026Kestra Advisory Services LLC115,034$1.20M0.0%+9.5%0.133%
2/13/2026Charles Schwab Investment Management Inc.83,323$872K0.0%+5.7%0.096%
2/13/2026State Street Corp533,298$5.58M0.0%+12.9%0.618%
2/13/2026Martingale Asset Management L P23,687$248K0.0%+76.0%0.027%
2/13/2026Wells Fargo & Company MN62,105$650K0.0%+26.0%0.072%
2/12/2026Renaissance Technologies LLC616,208$6.45M0.0%-5.8%0.714%
2/12/2026Dimensional Fund Advisors LP284,140$2.97M0.0%+249.3%0.329%
2/12/2026Federated Hermes Inc.82,906$867K0.0%+171.8%0.096%
2/12/2026Campbell & CO Investment Adviser LLC13,023$136K0.0%N/A0.015%
2/12/2026Great Valley Advisor Group Inc.22,707$238K0.0%-5.7%0.026%
2/12/2026Polen Capital Management LLC40,472$423K0.0%-33.6%0.047%
2/12/2026Nuveen LLC754,039$7.89M0.0%+53.8%0.873%
2/11/2026Deutsche Bank AG128,280$1.34M0.0%+567.1%0.149%
2/11/2026LPL Financial LLC206,321$2.16M0.0%+3.4%0.239%
2/11/2026JPMorgan Chase & Co.738,280$7.72M0.0%-5.4%0.855%
2/11/2026Los Angeles Capital Management LLC112,735$1.09M0.0%+25.3%0.131%
2/11/2026State of Wyoming39,600$414K0.0%+859.3%0.046%
2/10/2026WCG Wealth Advisors LLC114,964$1.20M0.0%+102.5%0.133%
2/10/2026Goldman Sachs Group Inc.492,555$5.15M0.0%-26.7%0.570%
2/10/2026AXQ Capital LP15,113$158K0.0%+19.5%0.018%
2/10/2026Intech Investment Management LLC10,392$109K0.0%-10.5%0.012%
2/9/2026Geode Capital Management LLC604,288$6.32M0.0%+6.2%0.700%
2/6/2026GPS Wealth Strategies Group LLC5,030$53K0.0%-69.1%0.006%
2/6/2026HighTower Advisors LLC28,100$294K0.0%-66.1%0.033%
1/30/2026R Squared Ltd19,631$205K0.1%N/A0.023%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH24,912$270K0.0%+23.6%0.029%
1/23/2026State of Alaska Department of Revenue16,452$172K0.0%N/A0.019%
1/23/2026Diversify Advisory Services LLC65,039$645K0.0%-79.8%0.075%
1/15/2026Allspring Global Investments Holdings LLC56,873$586K0.0%+60.9%0.066%
1/12/2026DAVENPORT & Co LLC90,805$950K0.0%-21.1%0.105%
1/9/2026SG Americas Securities LLC13,028$136K0.0%N/A0.015%
1/8/2026NorthCrest Asset Manangement LLC20,452$215K0.0%-6.0%0.024%
1/1/2026JPMorgan Chase & Co.780,258$8.84M0.0%+163.2%0.903%
1/1/2026Tudor Investment Corp ET AL523,289$5.93M0.0%+0.5%0.606%
12/9/2025Tudor Investment Corp ET AL523,289$5.93M0.0%+0.5%0.606%
11/21/2025Tcfg Wealth Management LLC14,974$170K0.0%+40.6%0.017%
11/18/2025Tcfg Wealth Management LLC14,974$170K0.0%+40.6%0.017%
11/17/2025PDT Partners LLC250,343$2.84M0.2%+609.5%0.290%
11/17/2025PharVision Advisers LLC19,140$217K0.1%N/A0.022%
11/17/2025Verition Fund Management LLC16,353$185K0.0%-32.0%0.019%
11/17/2025Sherbrooke Park Advisers LLC17,759$201K0.1%N/A0.021%
11/17/2025Prosperity Wealth Management Inc.46,000$521K0.2%+35.7%0.053%
11/17/2025Quarry LP3,492$40K0.0%+669.2%0.004%
11/17/2025Qube Research & Technologies Ltd43,056$488K0.0%N/A0.050%
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11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,262$128K0.0%-15.2%0.013%
11/17/2025Bank of America Corp DE75,677$857K0.0%+129.5%0.088%
11/14/2025Schonfeld Strategic Advisors LLC54,619$619K0.0%N/A0.063%
11/14/2025Zacks Investment Management40,585$460K0.0%+5.2%0.046%
11/14/2025Credit Agricole S A62,189$705K0.0%N/A0.071%
11/14/2025Raymond James Financial Inc.108,357$1.23M0.0%-20.1%0.124%
11/14/2025Man Group plc23,194$263K0.0%N/A0.027%
11/14/2025Two Sigma Investments LP646,099$7.32M0.0%+14.3%0.740%
11/14/2025Squarepoint Ops LLC291,197$3.30M0.0%+342.0%0.334%
11/14/2025Wellington Management Group LLP843,652$9.56M0.0%N/A0.966%


OPFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 institutional investors and hedge funds held shares of OppFi. The most heavily invested institutionals were Wellington Management Group LLP ($29.98M), Vanguard Group Inc. ($17.94M), Nuveen LLC ($7.89M), JPMorgan Chase & Co. ($7.72M), Two Sigma Investments LP ($7.32M), Geode Capital Management LLC ($6.32M), and LB Partners LLC ($5.67M).Learn more on OppFi's institutional investors.

7.10% of OppFi's stock is owned by institutional investors. Learn more on OPFI's institutional investor holdings.

Of the 132 institutional investors that purchased OppFi's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($2.86M), JPMorgan Chase & Co. ($1.38M), Globeflex Capital L P ($596.40K), Segall Bryant & Hamill LLC ($519.40K), Trexquant Investment LP ($468.80K), Jump Financial LLC ($465.18K), and Marshall Wace LLP ($461.88K).

Institutional investors have bought a total of 8,743,893 shares in the last 24 months. This purchase volume represents approximately $93.13M in transactions.

Of the 33 institutional investors that sold OppFi's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diversify Advisory Services LLC ($256.60K), Jump Financial LLC ($199.47K), Goldman Sachs Group Inc. ($179.63K), Squarepoint Ops LLC ($129.95K), Engineers Gate Manager LP ($107.06K), GSA Capital Partners LLP ($72.32K), and Bank of America Corp DE ($72.14K).

Institutional investors have sold a total of 1,441,751 shares in the last 24 months. This volume of shares sold represents approximately $15.11M in transactions.


Related Companies

Institutional ownership data for NYSE:OPFI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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