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Security record · archived quarter

OTLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
+1Δ holders
835.53KShares held
$8.93MReported value
+2New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.0% · share flow +3.6% · net new positions +3.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -1 1.99M $18.57M +2 −3
Q1 2026 29 +3 1.47M $14.88M +4 −1
Q4 2025 26 +1 835.53K $8.93M +2 −1
Q3 2025 6 0 119.13K $1.93M +1 −1
Q2 2025 3 +1 49.77K $590,711 +1
Q1 2025 1 -4 30.68K $301,565 −4
Q4 2024 5 -1 2.90M $1.91M −1
Q3 2024 6 0 1.38M $1.18M +1 −1
Q2 2024 6 1.77M $1.66M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Credit Agricole S A 509.68K $5.45M 0.0% n/c 1 SEC ↗
2 Storebrand Asset Management As 72.62K $776,308 0.0% n/c 1 SEC ↗
3 UBS Group AG 66.06K $706,181 0.0% n/c 1 SEC ↗
4 UBS Group AG 66.06K $706,181 0.0% n/c 1 SEC ↗
5 UBS Group AG 66.06K $706,181 0.0% n/c 1 SEC ↗
6 Morgan Stanley 48.27K +11.1% $516,017 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 48.27K +11.1% $516,017 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 48.27K +11.1% $516,017 0.0% ▲ Add 2 SEC ↗
9 Renaissance Technologies 29.51K New $315,494 0.0% New 1 SEC ↗
10 Goldman Sachs Group 27.48K +80.4% $293,772 0.0% ▲ Add 2 SEC ↗
11 Millennium Management 23.60K New $252,252 0.0% New 1 SEC ↗
12 Geode Capital Management (passive) 11.29K 0.0% $120,647 0.0% Held 3 SEC ↗
13 Group One Trading Llc 10.99K $117,526 0.0% n/c 1 SEC ↗
14 MIRAE ASSET GLOBAL ETFS HOLDINGS… 9.59K $102,517 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 8.22K $88,000 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 8.22K $88,000 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 7.77K 0.0% $83,019 0.0% Held 3 SEC ↗
18 BlackRock (passive) 7.77K 0.0% $83,019 0.0% Held 3 SEC ↗
19 Simplex Trading, Llc 5.01K $53,524 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 1.36K $14,538 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 1.36K $14,538 0.0% n/c 1 SEC ↗
22 Bank Of America Corp /De/ 1.27K $13,533 0.0% n/c 1 SEC ↗
23 Bank Of America Corp /De/ 1.27K $13,533 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 1.27K $13,533 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 1.20K $12,792 0.0% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 1.20K $12,792 0.0% n/c 1 SEC ↗
27 Zurcher Kantonalbank (Zurich… 629 $6,724 0.0% n/c 1 SEC ↗
28 Rhumbline Advisers 615 $6,572 0.0% n/c 1 SEC ↗
29 Citigroup Inc 150 $1,603 0.0% n/c 1 SEC ↗
30 Citigroup Inc 150 $1,603 0.0% n/c 1 SEC ↗
31 Cwm, Llc 49 $1,000 0.0% n/c 1 SEC ↗
32 Rockefeller Capital Management L.P. 54 $577 0.0% n/c 1 SEC ↗
33 Jones Financial Companies Lllp 51 $545 0.0% n/c 1 SEC ↗
34 National Bank Of Canada /Fi/ 37 $394 0.0% n/c 1 SEC ↗
35 DZ BANK AG Deutsche Zentral… 25 $277 0.0% n/c 1 SEC ↗
36 JPMorgan Chase 10 -50.0% $107 0.0% ▼ Trim 2 SEC ↗
37 JPMorgan Chase 10 -50.0% $107 0.0% ▼ Trim 2 SEC ↗
38 TD Waterhouse Canada Inc. 5 $53 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $315,494 0.0%
Millennium Management $252,252 0.0%

Exited

Citadel Advisors $670,097 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 21.46K shares, $217,635 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API