Optimum Communications, Inc.

OPTU

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

SEC filings (opens in a new tab)

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

Q1 2026 vs. Q4 2025

How the institutions holding Optimum Communications, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of OPTU: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	176	3	179	+6
Shares	301.9M	32.5M	301.1M	+31.7M (+11.8%)
Value	$498.2M	$53.7M	$391.6M	−$52.9M (−11.9%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Optimum Communications, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to OPTU in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	11,661,929	$15.2M	0.00%
Vanguard Portfolio Management LLC	9,426,644	$12.3M	0.00%
Milfam LLC	8,770,000	$11.4M	11.48%
Centerbridge Partners, L.P.	4,679,533	$6.08M	9.96%
Vanguard Fiduciary Trust Co	1,779,630	$2.31M	0.00%
Acadian Asset Management LLC	228,332	$294.0K	0.00%
Algert Global LLC	210,754	$274.0K	0.00%
683 Capital Management, LLC	203,108	$264.0K	0.02%
Vanguard Asset Management, Ltd	149,253	$194.0K	0.00%
Vanguard Global Advisers, LLC	100,168	$130.2K	0.00%
Graham Capital Management, L.P.	61,880	$80.4K	0.00%
Vanguard Investments Australia, Ltd.	53,542	$69.6K	0.00%
Jane Street Group, LLC	46,115	$59.9K	0.00%
Jump Financial, LLC	29,327	$38.1K	0.00%
Yousif Capital Management, LLC	27,374	$35.6K	0.00%
Axq Capital, LP	24,665	$32.1K	0.00%
Cerity Partners LLC	24,662	$32.1K	0.00%
Cidel Asset Management Inc	24,400	$31.7K	0.00%
Nine Masts Capital Ltd	19,272	$25.1K	0.00%
Mercer Global Advisors Inc	18,977	$24.7K	0.00%
Apella Capital, LLC	13,323	$22.2K	0.00%
CIBC Bancorp USA Inc.	13,164	$17.1K	0.00%
Engineers Gate Manager LP	10,704	$13.9K	0.00%
Allworth Financial LP	1,239	$1.61K	0.00%
SRS Capital Advisors, Inc.	372	$484	0.00%
Root Financial Partners, LLC	218	$283	0.00%
MAI Capital Management	139	$181	0.00%
Transamerica Financial Advisors, Inc.	47	$61	0.00%
SJS Investment Consulting Inc.	45	$59	0.00%
Rothschild Investment LLC	17	$22	0.00%

Sold out (24)

Institutions that held Optimum Communications, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of OPTU in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Diameter Capital Partners LP	3,188,947	$5.26M
Shenkman Capital Management Inc	863,189	$1.44M
Optimize Financial Inc	671,334	$1.11M
Compass Rose Asset Management, LP	500,000	$825.0K
J. Goldman & Co LP	275,000	$453.8K
Canada Pension Plan Investment Board	131,400	$216.8K
Aquatic Capital Management LLC	125,257	$206.7K
Two Sigma Investments, LP	108,663	$179.3K
nVerses Capital, LLC	44,686	$73.7K
Susquehanna Fundamental Investments, LLC	27,014	$44.6K
DRW Securities, LLC	25,318	$41.8K
Mariner, LLC	23,775	$39.1K
Pallas Capital Advisors LLC	12,424	$20.5K
Merit Financial Group, LLC	12,008	$19.8K
Simplex Trading, LLC	10,075	$16.6K
Greenland Capital Management LP	10,000	$16.5K
Amalgamated Bank	8,214	$14.0K
Nisa Investment Advisors, LLC	4,436	$7.32K
Aster Capital Management (DIFC) Ltd	618	$1.02K
FNY Investment Advisers, LLC	1,200	$1.00K
National Bank of Canada	150	$248
Tucker Asset Management LLC	100	$165
Sunbelt Securities, Inc.	49	$81
Covestor Ltd	224	$0

Not filed for Q1 2026 yet (3)

Institutions that held Optimum Communications, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPTU in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	27,879,788	$46.0M
Norges Bank	4,623,111	$7.63M
CIBC World Markets Corp	17,296	$28.5K