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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, Q4 2025

Institutional positions in Optimum Communications, Inc. as of Dec 31, 2025. 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
176
+6 vs. Q3 2025
Shares held
301.9M
+974.3K (+0.3%) vs. Q3 2025
Total value
$498.2M
−$226.9M (−31.3%) vs. Q3 2025
New holders
36
53 more added
Sold out
30
58 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 holdersQ4 2025: 176 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 heldQ4 2025: $498.2M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Optimum Communications, Inc.; share changes are against Q3 2025.

Institutions holding OPTU in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc27,879,788$46.0M0.00%+476,031+1.7%Added
Empyrean Capital Partners, LP25,028,407$41.3M1.44%+1,928,407+8.3%Added
BlackRock, Inc.20,427,393$33.7M0.00%+1,158,762+6.0%Added
Deutsche Bank AG16,445,267$27.1M0.01%+3,477,485+26.8%Added
Millennium Management LLC14,834,914$24.5M0.02%+3,371,150+29.4%Added
D. E. Shaw & Co., Inc.9,508,306$15.7M0.01%+71,849+0.8%Added
Redwood Capital Management, LLC8,189,270$13.5M1.45%00.0%Unchanged
King Street Capital Management, L.P.8,032,126$13.3M1.83%+3,993,552+98.9%Added
Goldman Sachs Group Inc7,596,080$12.5M0.00%+592,347+8.5%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital7,500,000$12.4M0.20%00.0%Unchanged
Nomura Holdings Inc7,420,520$12.2M0.03%−2,879,658−28.0%Reduced
Charles Schwab Investment Management Inc7,413,357$12.2M0.00%+1,889,681+34.2%Added
JPMorgan Chase & Co7,333,165$12.1M0.00%−1,470,392−16.7%Reduced
Geode Capital Management, LLC6,255,567$10.3M0.00%+47,022+0.8%Added
Hudson Bay Capital Management LP6,249,991$10.3M0.06%−500,000−7.4%Reduced
State Street Corp6,161,091$10.2M0.00%+411,314+7.2%Added
Apollo Management Holdings, L.P.6,104,649$10.1M0.10%−4,846,273−44.3%Reduced
Carronade Capital Management, LP6,015,682$9.93M0.91%+247,000+4.3%Added
CastleKnight Management LP5,104,410$8.42M0.48%+1,480,579+40.9%Added
Loomis Sayles & Co L P5,084,853$8.39M0.01%−7,307−0.1%Reduced
Senator Investment Group LP5,000,000$8.25M0.33%+5,000,000New
Foursixthree Capital LP4,639,586$7.66M3.22%+583,948+14.4%Added
Norges Bank4,623,111$7.63M0.00%+4,623,111New
Morgan Stanley4,307,488$7.11M0.00%+140,596+3.4%Added
Renaissance Technologies LLC3,960,000$6.53M0.01%−1,035,400−20.7%Reduced
Cerberus Capital Management, L.P.3,940,785$6.50M0.25%00.0%Unchanged
Mount Capital Ltd3,889,664$6.42M2.59%00.0%Unchanged
Ares Management LLC3,547,478$5.85M0.33%00.0%Unchanged
Citadel Advisors LLC3,298,726$5.44M0.00%+1,300,222+65.1%Added
Diameter Capital Partners LP3,188,947$5.26M0.55%−6,581,213−67.4%Reduced
Bracebridge Capital, LLC3,131,018$5.17M1.88%−2,596,047−45.3%Reduced
140 Summer Partners LP3,095,473$5.11M0.40%−64,103−2.0%Reduced
Silver Rock Financial LP2,800,000$4.62M8.26%+1,600,000+133.3%Added
Dimensional Fund Advisors LP2,695,189$4.45M0.00%−300,180−10.0%Reduced
Kite Lake Capital Management (UK) LLP2,489,335$4.11M8.04%+2,489,335New
Paloma Partners Management Co2,347,922$3.87M1.33%+100,000+4.4%Added
HG Vora Capital Management, LLC2,300,000$3.79M1.43%−800,000−25.8%Reduced
Northern Trust Corp1,971,618$3.25M0.00%−164,166−7.7%Reduced
Point72 Asset Management, L.P.1,886,212$3.11M0.00%+701,212+59.2%Added
Royal Bank of Canada1,715,434$2.83M0.00%−4,813,656−73.7%Reduced
Saba Capital Management, L.P.1,356,888$2.24M0.08%+1,236,437+1,026.5%Added
AQR Capital Management LLC1,347,744$2.20M0.00%+343,072+34.1%Added
Helix Partners Management LP1,250,000$2.06M1.27%+1,250,000New
UBS Group AG1,227,562$2.03M0.00%+347,888+39.5%Added
MHR Fund Management LLC1,070,800$1.77M0.15%+903,000+538.1%Added
Bank of America Corp1,039,097$1.71M0.00%+727,398+233.4%Added
Rokos Capital Management LLP1,000,000$1.66M0.02%+1,000,000New
Readystate Asset Management LP995,210$1.64M0.07%+978,727+5,937.8%Added
BW Gestao de Investimentos Ltda.980,797$1.62M0.06%+980,797New
LMR Partners LLP978,034$1.61M0.02%+478,034+95.6%Added
Mackenzie Financial Corp928,803$1.52M0.00%+128,343+16.0%Added
Dark Forest Capital Management LP888,946$1.47M0.07%−862,778−49.3%Reduced
Shenkman Capital Management Inc863,189$1.44M0.15%−938,111−52.1%Reduced
Alta Fundamental Advisers LLC750,000$1.24M0.58%+750,000New
Bank of New York Mellon Corp717,510$1.18M0.00%−40,596−5.4%Reduced
Optimize Financial Inc671,334$1.11M0.56%+9,656+1.5%Added
Taconic Capital Advisors LP662,759$1.09M0.40%−376,704−36.2%Reduced
Nuveen, LLC571,757$943.4K0.00%−75,000−11.6%Reduced
UBS Asset Management Americas Inc552,695$911.9K0.00%+28,460+5.4%Added
Compass Rose Asset Management, LP500,000$825.0K0.27%−2,000,000−80.0%Reduced
Wolverine Asset Management LLC475,441$784.5K0.01%00.0%Unchanged
Swiss National Bank467,200$770.9K0.00%00.0%Unchanged
Invesco Ltd.446,106$736.1K0.00%+10,792+2.5%Added
Mitsubishi UFJ Trust & Banking Corp441,553$728.6K0.00%−177,875−28.7%Reduced
Verition Fund Management LLC440,292$726.5K0.00%−60,695−12.1%Reduced
Barclays PLC427,382$705.2K0.00%+52,557+14.0%Added
Wells Fargo & Company394,643$651.2K0.00%+181,811+85.4%Added
Allianz Asset Management GmbH302,601$499.3K0.00%+30,878+11.4%Added
Rhumbline Advisers275,496$454.6K0.00%−47,835−14.8%Reduced
J. Goldman & Co LP275,000$453.8K0.02%+275,000New
Legal & General Group Plc264,244$436.0K0.00%−1,538−0.6%Reduced
Federated Hermes, Inc.250,645$413.6K0.00%+59,683+31.3%Added
Susquehanna Portfolio Strategies, LLC243,688$402.1K0.01%−99,830−29.1%Reduced
Jefferies Financial Group Inc.243,559$401.9K0.00%−46,441−16.0%Reduced
California State Teachers Retirement System243,320$401.5K0.00%−233−0.1%Reduced
PEAK6 LLC242,600$400.3K0.01%+242,600New
Alliancebernstein L.P.236,500$390.2K0.00%−38,400−14.0%Reduced
CI Private Wealth, LLC211,056$348.2K0.00%+211,056New
Sentinel Dome Partners, LLC200,000$330.0K0.22%+200,000New
XTX Topco Ltd199,423$329.0K0.01%+199,423New
Price T Rowe Associates Inc195,452$323.0K0.00%00.0%Unchanged
Lido Advisors, LLC113,509$273.6K0.00%00.0%Unchanged
AlTi Global, Inc.150,000$247.5K0.01%00.0%Unchanged
Canada Pension Plan Investment Board131,400$216.8K0.00%+78,400+147.9%Added
HSBC Holdings PLC129,373$213.5K0.00%+34,031+35.7%Added
Aquatic Capital Management LLC125,257$206.7K0.01%+10,081+8.8%Added
Mirae Asset Global ETFs Holdings Ltd.121,407$200.3K0.00%−1,347−1.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)119,001$196.4K0.00%+37,909+46.7%Added
Citigroup Inc110,645$182.6K0.00%−13,709−11.0%Reduced
Two Sigma Investments, LP108,663$179.3K0.00%−1,502,981−93.3%Reduced
MetLife Investment Management104,302$172.1K0.00%−37,267−26.3%Reduced
Susquehanna International Group, LLP103,184$170.3K0.00%−17,598−14.6%Reduced
Pinnacle Associates Ltd101,880$168.1K0.00%+215+0.2%Added
Quantbot Technologies LP96,035$158.5K0.01%−71,124−42.5%Reduced
Janus Henderson Group PLC94,299$156.1K0.00%00.0%Unchanged
Intech Investment Management LLC92,631$152.8K0.00%00.0%Unchanged
Mirabella Financial Services LLP90,000$148.5K0.01%+90,000New
KLP Kapitalforvaltning AS88,500$146.0K0.00%+44,800+102.5%Added
Calamos Advisors LLC82,405$136.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The81,200$134.0K0.00%−7,677−8.6%Reduced