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Opus Genetics, Inc.

IRD
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001228627

In the last 90 days, Opus Genetics, Inc. insiders filed 0 open-market purchases and 5 sales; 103 institutions reported holding it in 13F filings for Q2 2026, worth $236.4M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Opus Genetics, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
49
+8 vs. Q1 2023
Shares held
3.68M
+218.8K (+6.3%) vs. Q1 2023
Total value
$16.0M
+$2.99M (+23.1%) vs. Q1 2023
New holders
18
13 more added
Sold out
10
9 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IRD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 49 institutions
Q1 2021: 27 institutionsQ2 2021: 36 institutionsQ3 2021: 30 institutionsQ4 2021: 40 institutionsQ1 2022: 41 institutionsQ2 2022: 38 institutionsQ3 2022: 37 institutionsQ4 2022: 35 institutionsQ1 2023: 41 institutionsQ2 2023: 49 institutionsQ3 2023: 50 institutionsQ4 2023: 50 institutionsQ1 2024: 49 institutionsQ2 2024: 37 institutionsQ3 2024: 38 institutionsQ4 2024: 43 institutionsQ1 2025: 46 institutionsQ2 2025: 43 institutionsQ3 2025: 48 institutionsQ4 2025: 59 institutionsQ1 2026: 79 institutionsQ2 2026: 103 institutions
Value heldQ2 2023: $16.0M
Q1 2021: $5.27MQ2 2021: $5.61MQ3 2021: $8.62MQ4 2021: $8.07MQ1 2022: $6.69MQ2 2022: $4.62MQ3 2022: $5.69MQ4 2022: $10.9MQ1 2023: $13.0MQ2 2023: $16.0MQ3 2023: $12.6MQ4 2023: $11.2MQ1 2024: $6.78MQ2 2024: $4.13MQ3 2024: $3.32MQ4 2024: $4.38MQ1 2025: $14.7MQ2 2025: $16.5MQ3 2025: $31.9MQ4 2025: $55.9MQ1 2026: $203.8MQ2 2026: $236.4M
Institutions holding IRD and their total value by quarter
QuarterHoldersValue
Q2 2026103$236.4M
Q1 202679$203.8M
Q4 202559$55.9M
Q3 202548$31.9M
Q2 202543$16.5M
Q1 202546$14.7M
Q4 202443$4.38M
Q3 202438$3.32M
Q2 202437$4.13M
Q1 202449$6.78M
Q4 202350$11.2M
Q3 202350$12.6M
Q2 202349$16.0M
Q1 202341$13.0M
Q4 202235$10.9M
Q3 202237$5.69M
Q2 202238$4.62M
Q1 202241$6.69M
Q4 202140$8.07M
Q3 202130$8.62M
Q2 202136$5.61M
Q1 202127$5.27M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Opus Genetics, Inc.; share changes are against Q1 2023.

Institutions holding IRD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)5$220.00%−1,716−99.7%Reduced
New England Capital Financial Advisors LLC20$870.00%00.0%Unchanged
TD Waterhouse Canada Inc.20$870.00%+20New
Rhumbline Advisers29$1250.00%+29New
ICA Group Wealth Management, LLC30$1300.00%−2−6.3%Reduced
FMR LLC100$4340.00%+100New
Federated Hermes, Inc.192$8330.00%+192New
CarsonAllaria Wealth Management, Ltd.1,000$4.34K0.00%00.0%Unchanged
Optimum Investment Advisors1,000$4.34K0.00%+1,000New
Toth Financial Advisory Corp1,001$4.34K0.00%+1,001New
Proequities, Inc.1,182$5.13K0.00%+1,182New
National Bank of Canada2,000$8.68K0.00%00.0%Unchanged
Wells Fargo & Company2,920$12.7K0.00%+6+0.2%Added
UBS Group AG8,751$38.0K0.00%+8,187+1,451.6%Added
Kestra Private Wealth Services, LLC10,000$43.4K0.00%00.0%Unchanged
Private Advisor Group, LLC10,200$44.3K0.00%−9,800−49.0%Reduced
O'Shaughnessy Asset Management, LLC11,525$50.0K0.00%+11,525New
Lincoln National Corp11,700$50.8K0.00%+100+0.9%Added
United Bank11,800$51.2K0.01%00.0%Unchanged
Stokes Family Office, LLC12,250$53.2K0.01%+130+1.1%Added
Bedel Financial Consulting, Inc.15,000$65.1K0.01%00.0%Unchanged
Legato Capital Management LLC16,456$71.4K0.01%00.0%Unchanged
XTX Topco Ltd16,911$73.4K0.01%+16,911New
Cubist Systematic Strategies, LLC17,355$75.3K0.00%+17,355New
Captrust Financial Advisors18,001$78.1K0.00%−1,500−7.7%Reduced
Thompson Davis & Co., Inc.18,188$78.9K0.09%+18,188New
Two Sigma Investments, LP19,086$82.8K0.00%+19,086New
Royal Bank of Canada21,405$93.0K0.00%+21,400+428,000.0%Added
Dimensional Fund Advisors LP25,592$111.1K0.00%00.0%Unchanged
American Century Companies Inc28,090$121.9K0.00%+28,090New
Acadian Asset Management LLC28,245$122.0K0.00%+28,245New
Diametric Capital, LP28,213$122.4K0.05%−27,435−49.3%Reduced
Tucker Asset Management LLC29,106$126.3K0.04%+29,106New
Morgan Stanley30,848$133.9K0.00%+2,234+7.8%Added
Northern Trust Corp31,167$135.3K0.00%−903−2.8%Reduced
Trust Co of Toledo NA32,399$140.6K0.02%+6,399+24.6%Added
Advisor Group Holdings, Inc.32,769$142.2K0.00%+32,748+155,942.9%Added
Blair William & Co33,267$144.4K0.00%+33,267New
Squarepoint Ops LLC34,832$151.2K0.00%+34,832New
Stratos Wealth Partners, LTD.49,195$213.5K0.00%+49,195New
State Street Corp52,873$229.5K0.00%−9,300−15.0%Reduced
BlackRock Inc.55,399$240.4K0.00%+3,198+6.1%Added
Renaissance Technologies LLC99,600$432.0K0.00%−90,369−47.6%Reduced
Knoll Capital Management, LLC100,000$434.0K0.53%00.0%Unchanged
Geode Capital Management, LLC194,049$842.2K0.00%+12,679+7.0%Added
Richmond Brothers, Inc.341,860$1.48M2.40%+1,334+0.4%Added
MAI Capital Management485,048$2.11M0.03%−9,642−1.9%Reduced
Rice Hall James & Associates, LLC849,286$3.69M0.21%+40,169+5.0%Added
Vanguard Group Inc885,878$3.84M0.00%+39,176+4.6%Added
Occudo Quantitative Strategies LP0$00.00%−19,623−100.0%Sold out
Cornerstone Capital, Inc.0$00.00%−16,357−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−16,350−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,751−100.0%Sold out
Simplex Trading, LLC0$00.00%−13,776−100.0%Sold out
Citadel Advisors LLC0$00.00%−3,946−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,451−100.0%Sold out
Hartford Financial Management Inc.0$00.00%−1,000−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−400−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−2−100.0%Sold out