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Optimum Communications, Inc.

OPTU
Exchange
NYSE
Industry
Cable & Other Pay Television Services
SEC CIK
0001702780

In the last 90 days, Optimum Communications, Inc. insiders filed 1 open-market purchase and 2 sales; 193 institutions reported holding it in 13F filings for Q2 2026, worth $310.6M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in Optimum Communications, Inc. as of Mar 31, 2024. 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
164
−15 vs. Q4 2023
Shares held
243.9M
+7.32M (+3.1%) vs. Q4 2023
Total value
$635.5M
−$133.3M (−17.3%) vs. Q4 2023
New holders
16
44 more added
Sold out
31
64 more reduced

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OPTU 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 holdersQ1 2024: 164 institutions
Q1 2021: 340 institutionsQ2 2021: 344 institutionsQ3 2021: 371 institutionsQ4 2021: 352 institutionsQ1 2022: 317 institutionsQ2 2022: 276 institutionsQ3 2022: 285 institutionsQ4 2022: 254 institutionsQ1 2023: 249 institutionsQ2 2023: 192 institutionsQ3 2023: 189 institutionsQ4 2023: 179 institutionsQ1 2024: 164 institutionsQ2 2024: 169 institutionsQ3 2024: 165 institutionsQ4 2024: 158 institutionsQ1 2025: 156 institutionsQ2 2025: 166 institutionsQ3 2025: 172 institutionsQ4 2025: 176 institutionsQ1 2026: 179 institutionsQ2 2026: 193 institutions
Value heldQ1 2024: $635.5M
Q1 2021: $8.57BQ2 2021: $8.58BQ3 2021: $4.79BQ4 2021: $3.90BQ1 2022: $3.15BQ2 2022: $2.36BQ3 2022: $1.54BQ4 2022: $1.16BQ1 2023: $864.2MQ2 2023: $748.7MQ3 2023: $774.8MQ4 2023: $768.9MQ1 2024: $635.5MQ2 2024: $506.8MQ3 2024: $608.7MQ4 2024: $623.7MQ1 2025: $732.1MQ2 2025: $646.9MQ3 2025: $725.2MQ4 2025: $498.2MQ1 2026: $391.6MQ2 2026: $310.6M
Institutions holding OPTU and their total value by quarter
QuarterHoldersValue
Q2 2026193$310.6M
Q1 2026179$391.6M
Q4 2025176$498.2M
Q3 2025172$725.2M
Q2 2025166$646.9M
Q1 2025156$732.1M
Q4 2024158$623.7M
Q3 2024165$608.7M
Q2 2024169$506.8M
Q1 2024164$635.5M
Q4 2023179$768.9M
Q3 2023189$774.8M
Q2 2023192$748.7M
Q1 2023249$864.2M
Q4 2022254$1.16B
Q3 2022285$1.54B
Q2 2022276$2.36B
Q1 2022317$3.15B
Q4 2021352$3.90B
Q3 2021371$4.79B
Q2 2021344$8.58B
Q1 2021340$8.57B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Optimum Communications, Inc.; share changes are against Q4 2023.

Institutions holding OPTU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clarkston Capital Partners, LLC34,169,341$89.2M1.57%−1,341,900−3.8%Reduced
FMR LLC29,068,360$75.9M0.01%+21,658,403+292.3%Added
Vanguard Group Inc21,275,665$55.5M0.00%−200,559−0.9%Reduced
D. E. Shaw & Co., Inc.13,769,174$35.9M0.05%+3,441,816+33.3%Added
BlackRock Inc.8,844,928$23.1M0.00%+4,407,289+99.3%Added
Redwood Capital Management, LLC8,189,270$21.4M3.01%−2,200,000−21.2%Reduced
Loomis Sayles & Co L P7,522,936$19.6M0.03%−110,016−1.4%Reduced
Thompson Siegel & Walmsley LLC7,131,548$18.6M0.29%+281,076+4.1%Added
TPG GP A, LLC6,596,818$17.2M0.33%00.0%Unchanged
Massachusetts Financial Services Co5,644,986$14.7M0.00%+257,291+4.8%Added
Citadel Advisors LLC5,093,555$13.3M0.01%−511,707−9.1%Reduced
Primecap Management Co4,870,800$12.7M0.01%−414,200−7.8%Reduced
Baupost Group LLCSuperinvestorBaupost Group4,774,615$12.5M0.34%00.0%Unchanged
Assenagon Asset Management S.A.4,528,572$11.8M0.03%+643,731+16.6%Added
Morgan Stanley4,302,455$11.2M0.00%−541,665−11.2%Reduced
Balyasny Asset Management LLC3,957,042$10.3M0.03%−248,209−5.9%Reduced
Mount Capital Ltd3,925,083$10.2M4.32%00.0%Unchanged
Raymond James & Associates3,810,890$9.95M0.01%−373,273−8.9%Reduced
Ares Management LLC3,547,478$9.26M0.22%00.0%Unchanged
Cerberus Capital Management, L.P.3,503,664$9.14M0.22%00.0%Unchanged
UBS Group AG3,463,129$9.04M0.00%+608,688+21.3%Added
Renaissance Technologies LLC3,294,200$8.60M0.01%+415,400+14.4%Added
Federated Hermes, Inc.2,937,350$7.67M0.02%+137,761+4.9%Added
Goldman Sachs Group Inc2,668,891$6.97M0.00%−298,165−10.0%Reduced
Hudson Bay Capital Management LP2,491,691$6.50M0.06%−2,536,002−50.4%Reduced
Two Sigma Investments, LP2,456,291$6.41M0.02%+149,082+6.5%Added
Geode Capital Management, LLC2,439,196$6.37M0.00%+67,100+2.8%Added
Dimensional Fund Advisors LP2,386,304$6.23M0.00%+36,644+1.6%Added
Millennium Management LLC2,361,615$6.16M0.01%−3,684,615−60.9%Reduced
AQR Capital Management LLC2,318,354$6.05M0.01%−3,833,499−62.3%Reduced
Apollo Management Holdings, L.P.2,281,533$5.95M0.08%+100,000+4.6%Added
CastleKnight Management LP1,731,645$4.52M0.67%+271,960+18.6%Added
Bank of America Corp1,707,657$4.46M0.00%−309,587−15.3%Reduced
Allianz Asset Management GmbH1,630,965$4.26M0.01%+130,886+8.7%Added
State Street Corp1,561,015$4.07M0.00%−13,960−0.9%Reduced
Charles Schwab Investment Management Inc1,307,209$3.41M0.00%+295,995+29.3%Added
BNP Paribas Arbitrage, SA1,231,002$3.21M0.00%−92,367−7.0%Reduced
Paulson & Co. Inc.1,160,265$3.03M0.21%+1,160,265New
Marshall Wace, LLP1,002,278$2.62M0.00%−2,904,481−74.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund799,000$2.09M0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC733,283$1.91M0.09%+733,283New
Kite Lake Capital Management (UK) LLP730,000$1.91M11.23%+730,000New
Bruni J V & Co729,106$1.90M0.23%−7,044−1.0%Reduced
Whitebox Advisors LLC704,020$1.84M0.07%−66,271−8.6%Reduced
Tudor Investment Corp Et Al681,360$1.78M0.02%−456,337−40.1%Reduced
National Bank of Canada799,151$1.73M0.00%+1250.0%Added
Two Sigma Advisers, LP642,651$1.68M0.00%+261,600+68.7%Added
Clearline Capital LP636,406$1.66M0.16%−1,056,754−62.4%Reduced
Northern Trust Corp609,368$1.59M0.00%+17,104+2.9%Added
Canada Pension Plan Investment Board595,100$1.55M0.00%00.0%Unchanged
Paralel Advisors LLC559,178$1.46M0.07%00.0%Unchanged
Paloma Partners Management Co550,000$1.44M0.21%00.0%Unchanged
Wolverine Asset Management LLC475,441$1.24M0.02%+167,779+54.5%Added
Mitsubishi UFJ Trust & Banking Corp460,585$1.19M0.00%+53,158+13.0%Added
Susquehanna International Group, LLP456,740$1.19M0.00%−258,687−36.2%Reduced
Wells Fargo & Company441,706$1.15M0.00%−893−0.2%Reduced
Arrowstreet Capital, Limited Partnership426,845$1.11M0.00%+173,180+68.3%Added
Swiss National Bank399,700$1.04M0.00%00.0%Unchanged
Algert Global LLC385,820$1.01M0.04%−158,387−29.1%Reduced
Readystate Asset Management LP357,540$933.2K0.03%−89,086−19.9%Reduced
State Board of Administration of Florida Retirement System263,276$900.4K0.00%+263,276New
Thrivent Financial for Lutherans322,078$840.0K0.00%00.0%Unchanged
Alaska Permanent Fund Corp281,568$734.9K0.01%−422,348−60.0%Reduced
Rafferty Asset Management, LLC276,462$721.6K0.00%+59,524+27.4%Added
Credit Suisse AG351,855$703.7K0.00%00.0%Unchanged
BlackBarn Capital Partners LP250,000$652.5K0.38%+250,000New
Jane Street Group, LLC234,240$611.4K0.00%−96,952−29.3%Reduced
Legal & General Group Plc229,154$598.1K0.00%−91,353−28.5%Reduced
UBS Asset Management Americas Inc225,768$589.3K0.00%−37,046−14.1%Reduced
Integrated Investment Consultants, LLC199,100$519.7K0.14%+178,100+848.1%Added
California State Teachers Retirement System182,368$476.0K0.00%+1,749+1.0%Added
MHR Fund Management LLC167,800$438.0K0.04%00.0%Unchanged
Fiduciary Trust Co123,783$323.1K0.00%00.0%Unchanged
Raymond James Trust N.A.118,694$309.8K0.01%−16,435−12.2%Reduced
Cubist Systematic Strategies, LLC118,095$308.2K0.00%+6,050+5.4%Added
Lido Advisors, LLC113,463$296.1K0.00%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC112,500$293.6K0.01%00.0%Unchanged
JPMorgan Chase & Co103,957$271.3K0.00%−61,994−37.4%Reduced
Cerity Partners LLC102,098$266.5K0.00%+41,589+68.7%Added
Pinnacle Associates Ltd101,665$265.3K0.00%00.0%Unchanged
Barclays PLC101,447$264.8K0.00%−334,741−76.7%Reduced
AXA S.A.101,200$264.1K0.00%00.0%Unchanged
Great West Life Assurance Co97,274$255.0K0.00%+4,745+5.1%Added
Janus Henderson Group PLC96,105$252.2K0.00%+80.0%Added
Oppenheimer Asset Management Inc.95,411$249.0K0.00%−17,485−15.5%Reduced
Y-Intercept (Hong Kong) Ltd93,574$244.2K0.02%+93,574New
HSBC Holdings PLC88,895$232.0K0.00%−6,763−7.1%Reduced
Equitable Holdings, Inc.85,000$221.8K0.00%+35,000+70.0%Added
Calamos Advisors LLC82,405$215.1K0.00%00.0%Unchanged
Citigroup Inc78,727$205.5K0.00%−491,132−86.2%Reduced
Brown Brothers Harriman & Co73,500$191.8K0.00%00.0%Unchanged
Verition Fund Management LLC71,924$187.7K0.00%−150,504−67.7%Reduced
Independent Financial Group, LLC64,465$168.3K0.01%+5,470+9.3%Added
Aquatic Capital Management LLC61,700$161.0K0.01%−44,700−42.0%Reduced
Eos Management, L.P.58,800$153.5K0.06%00.0%Unchanged
SG Americas Securities, LLC58,098$152.0K0.00%+18,080+45.2%Added
Neuberger Berman Group LLC57,600$150.3K0.00%−15,400−21.1%Reduced
Arizona State Retirement System55,735$145.5K0.00%−957−1.7%Reduced
Envestnet Asset Management Inc55,228$144.1K0.00%+1,052+1.9%Added
Invesco Ltd.53,898$140.7K0.00%+14,743+37.7%Added