Omega Flex, Inc.
OFLX- Exchange
- Nasdaq
- Industry
- Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures
- SEC CIK
- 0001317945
In the last 90 days, Omega Flex, Inc. insiders filed 2 open-market purchases and 0 sales; 110 institutions reported holding it in 13F filings for Q2 2026, worth $97.3M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Omega Flex, Inc. as of Sep 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
- 94
- +3 vs. Q2 2023
- Shares held
- 3.68M
- −32.1K (−0.9%) vs. Q2 2023
- Total value
- $289.7M
- −$95.5M (−24.8%) vs. Q2 2023
- New holders
- 15
- 30 more added
- Sold out
- 12
- 31 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OFLX 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 | 110 | $97.3M |
| Q1 2026 | 109 | $92.5M |
| Q4 2025 | 104 | $87.6M |
| Q3 2025 | 105 | $99.4M |
| Q2 2025 | 104 | $104.8M |
| Q1 2025 | 99 | $113.7M |
| Q4 2024 | 96 | $138.1M |
| Q3 2024 | 97 | $166.2M |
| Q2 2024 | 94 | $174.9M |
| Q1 2024 | 92 | $256.6M |
| Q4 2023 | 94 | $257.3M |
| Q3 2023 | 94 | $289.7M |
| Q2 2023 | 91 | $385.3M |
| Q1 2023 | 84 | $419.7M |
| Q4 2022 | 80 | $362.2M |
| Q3 2022 | 80 | $357.3M |
| Q2 2022 | 83 | $408.5M |
| Q1 2022 | 85 | $466.7M |
| Q4 2021 | 77 | $432.3M |
| Q3 2021 | 81 | $487.3M |
| Q2 2021 | 80 | $547.8M |
| Q1 2021 | 84 | $542.7M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Omega Flex, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $315 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 4 | $315 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 6 | $472 | 0.00% | +6 | New |
| Citigroup Inc | 8 | $630 | 0.00% | −1,054−99.2% | Reduced |
| Gradient Investments LLC | 8 | $630 | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 26 | $2.05K | 0.00% | +1+4.0% | Added |
| Wolff Wiese Magana LLC | 31 | $2.44K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 83 | $6.54K | 0.00% | +83 | New |
| First Horizon Advisors, Inc. | 129 | $10.2K | 0.00% | +1+0.8% | Added |
| Great West Life Assurance Co | 159 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $13.1K | 0.00% | +97+138.6% | Added |
| Metropolitan Life Insurance Co | 219 | $17.2K | 0.00% | +70+47.0% | Added |
| Tower Research Capital LLC (TRC) | 234 | $18.4K | 0.00% | −99−29.7% | Reduced |
| Ameritas Investment Partners, Inc. | 248 | $19.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 251 | $19.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 257 | $20.0K | 0.00% | +1+0.4% | Added |
| Gladius Capital Management LP | 400 | $31.5K | 0.01% | +120+42.9% | Added |
| State of Wyoming | 427 | $33.6K | 0.01% | −350−45.0% | Reduced |
| Flaharty Asset Management, LLC | 450 | $35.4K | 0.01% | +450 | New |
| Lazard Asset Management LLC | 461 | $36.0K | 0.00% | +461 | New |
| Amalgamated Bank | 492 | $39.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 783 | $61.6K | 0.00% | −53−6.3% | Reduced |
| Geneos Wealth Management Inc. | 796 | $62.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 953 | $75.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,227 | $96.6K | 0.00% | −59−4.6% | Reduced |
| UBS Group AG | 1,526 | $120.1K | 0.00% | −883−36.7% | Reduced |
| American International Group, Inc. | 1,633 | $128.6K | 0.00% | +58+3.7% | Added |
| New York State Common Retirement Fund | 1,719 | $135.3K | 0.00% | −6−0.3% | Reduced |
| MetLife Investment Management | 1,726 | $135.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,850 | $145.7K | 0.07% | +700+60.9% | Added |
| Qube Research & Technologies Ltd | 2,146 | $169.0K | 0.00% | +2,146 | New |
| Deutsche Bank AG | 2,300 | $181.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,400 | $188.0K | 0.00% | +800+50.0% | Added |
| Vestcor Inc | 2,671 | $210.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,874 | $226.3K | 0.00% | +2,874 | New |
| Legal & General Group Plc | 3,171 | $249.7K | 0.00% | +808+34.2% | Added |
| Alliancebernstein L.P. | 3,230 | $254.3K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,247 | $255.6K | 0.08% | +3,247 | New |
| Norden Group LLC | 3,247 | $255.6K | 0.08% | +3,247 | New |
| Portside Wealth Group, LLC | 3,304 | $261.0K | 0.05% | −171−4.9% | Reduced |
| Price T Rowe Associates Inc | 3,306 | $261.0K | 0.00% | +48+1.5% | Added |
| Cim, LLC | 3,515 | $276.7K | 0.05% | +567+19.2% | Added |
| Walleye Capital LLC | 3,562 | $280.4K | 0.00% | +3,562 | New |
| Advisor Group Holdings, Inc. | 3,709 | $292.1K | 0.00% | +142+4.0% | Added |
| UBS Asset Management Americas Inc | 3,794 | $298.7K | 0.00% | +3,794 | New |
| California State Teachers Retirement System | 3,847 | $302.9K | 0.00% | −349−8.3% | Reduced |
| Bank of America Corp | 3,961 | $311.9K | 0.00% | +1,914+93.5% | Added |
| BNP Paribas Arbitrage, SA | 4,074 | $320.7K | 0.00% | −1,459−26.4% | Reduced |
| Rhumbline Advisers | 4,428 | $348.6K | 0.00% | −46−1.0% | Reduced |
| Two Sigma Advisers, LP | 4,800 | $377.9K | 0.00% | +4,800 | New |
| M&T Bank Corp | 5,098 | $401.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,226 | $411.4K | 0.00% | +1,878+56.1% | Added |
| Credit Suisse AG | 5,905 | $464.9K | 0.00% | −189−3.1% | Reduced |
| State of Wisconsin Investment Board | 5,930 | $466.9K | 0.00% | −948−13.8% | Reduced |
| JPMorgan Chase & Co | 6,688 | $526.5K | 0.00% | −911−12.0% | Reduced |
| US Bancorp | 6,736 | $530.3K | 0.00% | +362+5.7% | Added |
| Swiss National Bank | 7,600 | $598.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 7,758 | $610.8K | 0.00% | −3,414−30.6% | Reduced |
| Bennett Selby Investments LP | 8,343 | $656.8K | 0.38% | −32−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 8,452 | $665.4K | 0.00% | +300+3.7% | Added |
| Marshall Wace, LLP | 9,140 | $719.6K | 0.00% | −1,738−16.0% | Reduced |
| Squarepoint Ops LLC | 9,325 | $734.2K | 0.00% | +6,790+267.9% | Added |
| Azzad Asset Management Inc | 10,655 | $838.9K | 0.12% | −2,688−20.1% | Reduced |
| Two Sigma Investments, LP | 11,273 | $887.5K | 0.00% | −1,178−9.5% | Reduced |
| Victory Capital Management Inc | 12,129 | $954.9K | 0.00% | +28+0.2% | Added |
| Stifel Financial Corp | 13,445 | $1.06M | 0.00% | −275−2.0% | Reduced |
| Morgan Stanley | 15,254 | $1.20M | 0.00% | −2,635−14.7% | Reduced |
| Nuveen Asset Management, LLC | 16,295 | $1.28M | 0.00% | +2,660+19.5% | Added |
| Citadel Advisors LLC | 17,922 | $1.41M | 0.00% | −16,893−48.5% | Reduced |
| Millennium Management LLC | 19,958 | $1.57M | 0.00% | −28,357−58.7% | Reduced |
| Ameriprise Financial Inc | 20,724 | $1.63M | 0.00% | −2,968−12.5% | Reduced |
| Daiwa Securities Group Inc. | 22,034 | $1.74M | 0.01% | −3,300−13.0% | Reduced |
| TownSquare Capital, LLC | 23,220 | $1.83M | 0.03% | −958−4.0% | Reduced |
| SEI Investments Co | 23,346 | $1.84M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 24,404 | $1.92M | 0.00% | +523+2.2% | Added |
| Comerica Bank | 24,966 | $1.97M | 0.01% | +24,966 | New |
| Charles Schwab Investment Management Inc | 25,262 | $1.99M | 0.00% | +1,875+8.0% | Added |
| Renaissance Technologies LLC | 29,280 | $2.31M | 0.00% | −3,200−9.9% | Reduced |
| Northern Trust Corp | 38,034 | $2.99M | 0.00% | +614+1.6% | Added |
| Bank of New York Mellon Corp | 40,859 | $3.22M | 0.00% | +429+1.1% | Added |
| Wells Fargo & Company | 70,044 | $5.51M | 0.00% | −2,452−3.4% | Reduced |
| State Street Corp | 70,565 | $5.58M | 0.00% | +1,064+1.5% | Added |
| Hunter Associates Investment Management LLC | 78,822 | $6.21M | 1.26% | +650+0.8% | Added |
| Geode Capital Management, LLC | 80,488 | $6.34M | 0.00% | +4,907+6.5% | Added |
| Vanguard Group Inc | 156,719 | $12.3M | 0.00% | +1,673+1.1% | Added |
| Principle Wealth Partners LLC | 192,275 | $15.1M | 1.52% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 257,177 | $20.2M | 0.01% | +1,602+0.6% | Added |
| Conestoga Capital Advisors, LLC | 298,640 | $23.5M | 0.40% | −53,815−15.3% | Reduced |
| BlackRock Inc. | 364,123 | $28.7M | 0.00% | +61,772+20.4% | Added |
| Neuberger Berman Group LLC | 454,775 | $35.8M | 0.03% | −1,465−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,097,136 | $86.4M | 0.25% | −15,578−1.4% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |