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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 193 | $310.6M |
| Q1 2026 | 179 | $391.6M |
| Q4 2025 | 176 | $498.2M |
| Q3 2025 | 172 | $725.2M |
| Q2 2025 | 166 | $646.9M |
| Q1 2025 | 156 | $732.1M |
| Q4 2024 | 158 | $623.7M |
| Q3 2024 | 165 | $608.7M |
| Q2 2024 | 169 | $506.8M |
| Q1 2024 | 164 | $635.5M |
| Q4 2023 | 179 | $768.9M |
| Q3 2023 | 189 | $774.8M |
| Q2 2023 | 192 | $748.7M |
| Q1 2023 | 249 | $864.2M |
| Q4 2022 | 254 | $1.16B |
| Q3 2022 | 285 | $1.54B |
| Q2 2022 | 276 | $2.36B |
| Q1 2022 | 317 | $3.15B |
| Q4 2021 | 352 | $3.90B |
| Q3 2021 | 371 | $4.79B |
| Q2 2021 | 344 | $8.58B |
| Q1 2021 | 340 | $8.57B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Optimum Communications, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 LLC | 242,600 | $400.3K | 0.01% | +242,600 | New |
| California State Teachers Retirement System | 243,320 | $401.5K | 0.00% | −233−0.1% | Reduced |
| Jefferies Financial Group Inc. | 243,559 | $401.9K | 0.00% | −46,441−16.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 243,688 | $402.1K | 0.01% | −99,830−29.1% | Reduced |
| Federated Hermes, Inc. | 250,645 | $413.6K | 0.00% | +59,683+31.3% | Added |
| Legal & General Group Plc | 264,244 | $436.0K | 0.00% | −1,538−0.6% | Reduced |
| J. Goldman & Co LP | 275,000 | $453.8K | 0.02% | +275,000 | New |
| Rhumbline Advisers | 275,496 | $454.6K | 0.00% | −47,835−14.8% | Reduced |
| Allianz Asset Management GmbH | 302,601 | $499.3K | 0.00% | +30,878+11.4% | Added |
| Wells Fargo & Company | 394,643 | $651.2K | 0.00% | +181,811+85.4% | Added |
| Barclays PLC | 427,382 | $705.2K | 0.00% | +52,557+14.0% | Added |
| Verition Fund Management LLC | 440,292 | $726.5K | 0.00% | −60,695−12.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 441,553 | $728.6K | 0.00% | −177,875−28.7% | Reduced |
| Invesco Ltd. | 446,106 | $736.1K | 0.00% | +10,792+2.5% | Added |
| Swiss National Bank | 467,200 | $770.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 475,441 | $784.5K | 0.01% | 00.0% | Unchanged |
| Compass Rose Asset Management, LP | 500,000 | $825.0K | 0.27% | −2,000,000−80.0% | Reduced |
| UBS Asset Management Americas Inc | 552,695 | $911.9K | 0.00% | +28,460+5.4% | Added |
| Nuveen, LLC | 571,757 | $943.4K | 0.00% | −75,000−11.6% | Reduced |
| Taconic Capital Advisors LP | 662,759 | $1.09M | 0.40% | −376,704−36.2% | Reduced |
| Optimize Financial Inc | 671,334 | $1.11M | 0.56% | +9,656+1.5% | Added |
| Bank of New York Mellon Corp | 717,510 | $1.18M | 0.00% | −40,596−5.4% | Reduced |
| Alta Fundamental Advisers LLC | 750,000 | $1.24M | 0.58% | +750,000 | New |
| Shenkman Capital Management Inc | 863,189 | $1.44M | 0.15% | −938,111−52.1% | Reduced |
| Dark Forest Capital Management LP | 888,946 | $1.47M | 0.07% | −862,778−49.3% | Reduced |
| Mackenzie Financial Corp | 928,803 | $1.52M | 0.00% | +128,343+16.0% | Added |
| LMR Partners LLP | 978,034 | $1.61M | 0.02% | +478,034+95.6% | Added |
| BW Gestao de Investimentos Ltda. | 980,797 | $1.62M | 0.06% | +980,797 | New |
| Readystate Asset Management LP | 995,210 | $1.64M | 0.07% | +978,727+5,937.8% | Added |
| Rokos Capital Management LLP | 1,000,000 | $1.66M | 0.02% | +1,000,000 | New |
| Bank of America Corp | 1,039,097 | $1.71M | 0.00% | +727,398+233.4% | Added |
| MHR Fund Management LLC | 1,070,800 | $1.77M | 0.15% | +903,000+538.1% | Added |
| UBS Group AG | 1,227,562 | $2.03M | 0.00% | +347,888+39.5% | Added |
| Helix Partners Management LP | 1,250,000 | $2.06M | 1.27% | +1,250,000 | New |
| AQR Capital Management LLC | 1,347,744 | $2.20M | 0.00% | +343,072+34.1% | Added |
| Saba Capital Management, L.P. | 1,356,888 | $2.24M | 0.08% | +1,236,437+1,026.5% | Added |
| Royal Bank of Canada | 1,715,434 | $2.83M | 0.00% | −4,813,656−73.7% | Reduced |
| Point72 Asset Management, L.P. | 1,886,212 | $3.11M | 0.00% | +701,212+59.2% | Added |
| Northern Trust Corp | 1,971,618 | $3.25M | 0.00% | −164,166−7.7% | Reduced |
| HG Vora Capital Management, LLC | 2,300,000 | $3.79M | 1.43% | −800,000−25.8% | Reduced |
| Paloma Partners Management Co | 2,347,922 | $3.87M | 1.33% | +100,000+4.4% | Added |
| Kite Lake Capital Management (UK) LLP | 2,489,335 | $4.11M | 8.04% | +2,489,335 | New |
| Dimensional Fund Advisors LP | 2,695,189 | $4.45M | 0.00% | −300,180−10.0% | Reduced |
| Silver Rock Financial LP | 2,800,000 | $4.62M | 8.26% | +1,600,000+133.3% | Added |
| 140 Summer Partners LP | 3,095,473 | $5.11M | 0.40% | −64,103−2.0% | Reduced |
| Bracebridge Capital, LLC | 3,131,018 | $5.17M | 1.88% | −2,596,047−45.3% | Reduced |
| Diameter Capital Partners LP | 3,188,947 | $5.26M | 0.55% | −6,581,213−67.4% | Reduced |
| Citadel Advisors LLC | 3,298,726 | $5.44M | 0.00% | +1,300,222+65.1% | Added |
| Ares Management LLC | 3,547,478 | $5.85M | 0.33% | 00.0% | Unchanged |
| Mount Capital Ltd | 3,889,664 | $6.42M | 2.59% | 00.0% | Unchanged |
| Cerberus Capital Management, L.P. | 3,940,785 | $6.50M | 0.25% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,960,000 | $6.53M | 0.01% | −1,035,400−20.7% | Reduced |
| Morgan Stanley | 4,307,488 | $7.11M | 0.00% | +140,596+3.4% | Added |
| Norges Bank | 4,623,111 | $7.63M | 0.00% | +4,623,111 | New |
| Foursixthree Capital LP | 4,639,586 | $7.66M | 3.22% | +583,948+14.4% | Added |
| Senator Investment Group LP | 5,000,000 | $8.25M | 0.33% | +5,000,000 | New |
| Loomis Sayles & Co L P | 5,084,853 | $8.39M | 0.01% | −7,307−0.1% | Reduced |
| CastleKnight Management LP | 5,104,410 | $8.42M | 0.48% | +1,480,579+40.9% | Added |
| Carronade Capital Management, LP | 6,015,682 | $9.93M | 0.91% | +247,000+4.3% | Added |
| Apollo Management Holdings, L.P. | 6,104,649 | $10.1M | 0.10% | −4,846,273−44.3% | Reduced |
| State Street Corp | 6,161,091 | $10.2M | 0.00% | +411,314+7.2% | Added |
| Hudson Bay Capital Management LP | 6,249,991 | $10.3M | 0.06% | −500,000−7.4% | Reduced |
| Geode Capital Management, LLC | 6,255,567 | $10.3M | 0.00% | +47,022+0.8% | Added |
| JPMorgan Chase & Co | 7,333,165 | $12.1M | 0.00% | −1,470,392−16.7% | Reduced |
| Charles Schwab Investment Management Inc | 7,413,357 | $12.2M | 0.00% | +1,889,681+34.2% | Added |
| Nomura Holdings Inc | 7,420,520 | $12.2M | 0.03% | −2,879,658−28.0% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 7,500,000 | $12.4M | 0.20% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 7,596,080 | $12.5M | 0.00% | +592,347+8.5% | Added |
| King Street Capital Management, L.P. | 8,032,126 | $13.3M | 1.83% | +3,993,552+98.9% | Added |
| Redwood Capital Management, LLC | 8,189,270 | $13.5M | 1.45% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,508,306 | $15.7M | 0.01% | +71,849+0.8% | Added |
| Millennium Management LLC | 14,834,914 | $24.5M | 0.02% | +3,371,150+29.4% | Added |
| Deutsche Bank AG | 16,445,267 | $27.1M | 0.01% | +3,477,485+26.8% | Added |
| BlackRock, Inc. | 20,427,393 | $33.7M | 0.00% | +1,158,762+6.0% | Added |
| Empyrean Capital Partners, LP | 25,028,407 | $41.3M | 1.44% | +1,928,407+8.3% | Added |
| Vanguard Group Inc | 27,879,788 | $46.0M | 0.00% | +476,031+1.7% | Added |
| Primecap Management Co | 0 | $0 | 0.00% | −4,869,860−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −2,600,000−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −1,805,800−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −794,441−100.0% | Sold out |
| Bruni J V & Co | 0 | $0 | 0.00% | −693,226−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −569,385−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −305,692−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −248,271−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −246,194−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −180,555−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −170,395−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −156,398−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −139,069−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −110,460−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,533−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −31,343−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −21,408−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −16,055−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,360−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −14,079−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,673−100.0% | Sold out |