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, Q4 2023
Institutional positions in Opus Genetics, Inc. as of Dec 31, 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
- 50
- +1 vs. Q3 2023
- Shares held
- 3.71M
- −40.6K (−1.1%) vs. Q3 2023
- Total value
- $11.2M
- −$1.40M (−11.1%) vs. Q3 2023
- New holders
- 12
- 13 more added
- Sold out
- 11
- 9 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $236.4M |
| Q1 2026 | 79 | $203.8M |
| Q4 2025 | 59 | $55.9M |
| Q3 2025 | 48 | $31.9M |
| Q2 2025 | 43 | $16.5M |
| Q1 2025 | 46 | $14.7M |
| Q4 2024 | 43 | $4.38M |
| Q3 2024 | 38 | $3.32M |
| Q2 2024 | 37 | $4.13M |
| Q1 2024 | 49 | $6.78M |
| Q4 2023 | 50 | $11.2M |
| Q3 2023 | 50 | $12.6M |
| Q2 2023 | 49 | $16.0M |
| Q1 2023 | 41 | $13.0M |
| Q4 2022 | 35 | $10.9M |
| Q3 2022 | 37 | $5.69M |
| Q2 2022 | 38 | $4.62M |
| Q1 2022 | 41 | $6.69M |
| Q4 2021 | 40 | $8.07M |
| Q3 2021 | 30 | $8.62M |
| Q2 2021 | 36 | $5.61M |
| Q1 2021 | 27 | $5.27M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Opus Genetics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 5 | $0 | 0.00% | +5 | New |
| GWM Advisors LLC | 19 | $57 | 0.00% | +19 | New |
| Bank of America Corp | 27 | $81 | 0.00% | +27 | New |
| Rhumbline Advisers | 29 | $87 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $90 | 0.00% | +30 | New |
| NBC Securities, Inc. | 600 | $1.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 708 | $2.13K | 0.00% | −1,589−69.2% | Reduced |
| Optimum Investment Advisors | 1,000 | $3.01K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,000 | $3.01K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,001 | $3.01K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,182 | $3.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,000 | $6.12K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,951 | $8.88K | 0.00% | +9+0.3% | Added |
| UBS Group AG | 5,398 | $16.2K | 0.00% | +5,398 | New |
| Simplex Trading, LLC | 10,029 | $30.0K | 0.00% | +2,424+31.9% | Added |
| Lincoln National Corp | 11,700 | $35.2K | 0.00% | 00.0% | Unchanged |
| United Bank | 11,800 | $35.5K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 12,120 | $36.5K | 0.00% | −910−7.0% | Reduced |
| Prudential Financial Inc | 13,400 | $40.3K | 0.00% | +13,400 | New |
| Bedel Financial Consulting, Inc. | 15,000 | $45.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,275 | $46.0K | 0.00% | +15,275 | New |
| Royal Bank of Canada | 15,636 | $47.0K | 0.00% | +231+1.5% | Added |
| Advisor Group Holdings, Inc. | 17,309 | $52.1K | 0.00% | −4,225−19.6% | Reduced |
| Captrust Financial Advisors | 18,000 | $54.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,205 | $66.8K | 0.00% | −33,795−60.3% | Reduced |
| Renaissance Technologies LLC | 24,225 | $73.0K | 0.00% | +24,225 | New |
| LPL Financial LLC | 26,009 | $78.3K | 0.00% | −6,795−20.7% | Reduced |
| Prelude Capital Management, LLC | 26,677 | $80.3K | 0.01% | +8,681+48.2% | Added |
| Comerica Bank | 30,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 30,963 | $93.2K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 33,267 | $100.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,691 | $104.4K | 0.00% | +34,691 | New |
| Kestra Private Wealth Services, LLC | 42,341 | $127.4K | 0.00% | +32,341+323.4% | Added |
| Victory Capital Management Inc | 46,916 | $141.2K | 0.00% | +46,916 | New |
| Anson Funds Management LP | 49,339 | $148.5K | 0.03% | +49,339 | New |
| Northern Trust Corp | 51,925 | $156.3K | 0.00% | +21,055+68.2% | Added |
| Morgan Stanley | 56,114 | $168.9K | 0.00% | +26,786+91.3% | Added |
| American Century Companies Inc | 60,257 | $181.4K | 0.00% | −96−0.2% | Reduced |
| Squarepoint Ops LLC | 61,152 | $184.1K | 0.00% | +1,042+1.7% | Added |
| State Street Corp | 70,473 | $212.1K | 0.00% | +17,600+33.3% | Added |
| Diametric Capital, LP | 73,331 | $220.7K | 0.13% | +17,272+30.8% | Added |
| Millennium Management LLC | 85,866 | $258.5K | 0.00% | +85,866 | New |
| BlackRock Inc. | 94,321 | $283.9K | 0.00% | +1,036+1.1% | Added |
| Knoll Capital Management, LLC | 100,000 | $301.0K | 0.25% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 173,336 | $521.7K | 0.01% | +131,836+317.7% | Added |
| Geode Capital Management, LLC | 219,113 | $659.7K | 0.00% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 252,769 | $760.8K | 1.33% | −115,234−31.3% | Reduced |
| MAI Capital Management | 391,896 | $1.18M | 0.02% | −63,781−14.0% | Reduced |
| Rice Hall James & Associates, LLC | 571,777 | $1.72M | 0.10% | −256,851−31.0% | Reduced |
| Vanguard Group Inc | 927,800 | $2.79M | 0.00% | +68,995+8.0% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −49,563−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −23,925−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −18,137−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,588−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bedel Financial Consulting Inc | – | – | – | – | Not filed |