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Quantum Corp

QMCO
Exchange
Nasdaq
Industry
Computer Storage Devices
SEC CIK
0000709283

In the last 90 days, Quantum Corp insiders filed 0 open-market purchases and 3 sales; 60 institutions reported holding it in 13F filings for Q2 2026, worth $158.1M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Quantum Corp as of Dec 31, 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
62
+1 vs. Q3 2023
Shares held
51.1M
−5.93M (−10.4%) vs. Q3 2023
Total value
$17.8M
−$16.9M (−48.8%) vs. Q3 2023
New holders
12
9 more added
Sold out
11
18 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting QMCO 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 2023: 62 institutions
Q1 2021: 106 institutionsQ2 2021: 111 institutionsQ3 2021: 95 institutionsQ4 2021: 105 institutionsQ1 2022: 94 institutionsQ2 2022: 92 institutionsQ3 2022: 83 institutionsQ4 2022: 76 institutionsQ1 2023: 72 institutionsQ2 2023: 64 institutionsQ3 2023: 62 institutionsQ4 2023: 62 institutionsQ1 2024: 60 institutionsQ2 2024: 52 institutionsQ3 2024: 26 institutionsQ4 2024: 47 institutionsQ1 2025: 29 institutionsQ2 2025: 35 institutionsQ3 2025: 29 institutionsQ4 2025: 40 institutionsQ1 2026: 37 institutionsQ2 2026: 60 institutions
Value heldQ4 2023: $17.8M
Q1 2021: $333.3MQ2 2021: $292.9MQ3 2021: $226.7MQ4 2021: $230.2MQ1 2022: $99.0MQ2 2022: $93.6MQ3 2022: $69.0MQ4 2022: $70.7MQ1 2023: $68.9MQ2 2023: $63.1MQ3 2023: $34.8MQ4 2023: $17.8MQ1 2024: $28.6MQ2 2024: $19.5MQ3 2024: $7.96MQ4 2024: $95.0MQ1 2025: $24.3MQ2 2025: $8.82MQ3 2025: $8.58MQ4 2025: $13.3MQ1 2026: $7.66MQ2 2026: $158.1M
Institutions holding QMCO and their total value by quarter
QuarterHoldersValue
Q2 202660$158.1M
Q1 202637$7.66M
Q4 202540$13.3M
Q3 202529$8.58M
Q2 202535$8.82M
Q1 202529$24.3M
Q4 202447$95.0M
Q3 202426$7.96M
Q2 202452$19.5M
Q1 202460$28.6M
Q4 202362$17.8M
Q3 202362$34.8M
Q2 202364$63.1M
Q1 202372$68.9M
Q4 202276$70.7M
Q3 202283$69.0M
Q2 202292$93.6M
Q1 202294$99.0M
Q4 2021105$230.2M
Q3 202195$226.7M
Q2 2021111$292.9M
Q1 2021106$333.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Quantum Corp; share changes are against Q3 2023.

Institutions holding QMCO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Neuberger Berman Group LLC14,819,147$5.17M0.00%−513,603−3.3%Reduced
Allianz Asset Management GmbH10,248,322$3.58M0.01%00.0%Unchanged
Long Focus Capital Management, LLC9,160,819$3.20M0.41%+2,686,919+41.5%Added
Vanguard Group Inc5,018,880$1.75M0.00%00.0%Unchanged
TCW Group Inc2,120,168$742.1K0.01%00.0%Unchanged
B. Riley Financial, Inc.1,995,303$697.1K0.44%00.0%Unchanged
Pacific Ridge Capital Partners, LLC1,338,647$467.2K0.09%−63,809−4.5%Reduced
BlackRock Inc.1,011,595$353.0K0.00%−1,840−0.2%Reduced
Herald Investment Management Ltd1,000,000$345.3K0.07%00.0%Unchanged
King Luther Capital Management Corp980,000$342.0K0.00%−404,915−29.2%Reduced
Geode Capital Management, LLC962,748$336.1K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc389,993$136.1K0.00%+140,638+56.4%Added
State Street Corp342,335$119.5K0.00%00.0%Unchanged
Acadian Asset Management LLC204,572$71.0K0.00%−213,758−51.1%Reduced
Northern Trust Corp199,664$69.7K0.00%−3,374−1.7%Reduced
Kovack Advisors, Inc.197,710$69.0K0.01%−295,619−59.9%Reduced
Citadel Advisors LLC182,090$63.5K0.00%+182,090New
Price T Rowe Associates Inc175,200$62.0K0.00%00.0%Unchanged
Millennium Management LLC105,545$36.8K0.00%−23,054−17.9%Reduced
Bridgeway Capital Management, LLC84,800$29.6K0.00%−274,000−76.4%Reduced
SEI Investments Co46,742$16.4K0.00%−2,011−4.1%Reduced
Ameriprise Financial Inc37,439$13.1K0.00%−4,574−10.9%Reduced
Concurrent Investment Advisors, LLC35,000$12.2K0.00%+35,000New
HighTower Advisors, LLC26,023$9.00K0.00%00.0%Unchanged
Bank of New York Mellon Corp25,363$8.85K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.23,780$8.30K0.00%+23,780New
Russell Investments Group, Ltd.23,660$8.26K0.00%−1,991−7.8%Reduced
Ground Swell Capital, LLC23,428$8.18K0.03%+23,428New
XTX Topco Ltd22,023$7.69K0.00%+22,023New
Goldman Sachs Group Inc20,635$7.20K0.00%−4,516−18.0%Reduced
Engineers Gate Manager LP20,487$7.15K0.00%00.0%Unchanged
Renaissance Technologies LLC20,399$7.00K0.00%+2,729+15.4%Added
Jane Street Group, LLC18,382$6.42K0.00%−1,714−8.5%Reduced
Two Sigma Investments, LP17,606$6.14K0.00%−200−1.1%Reduced
Atria Wealth Solutions, Inc.17,000$5.93K0.00%00.0%Unchanged
McAdam, LLC16,151$5.64K0.00%+16,151New
Tower Research Capital LLC (TRC)13,369$4.67K0.00%+13,369New
UBS Group AG13,122$4.58K0.00%+12,858+4,870.5%Added
Two Sigma Securities, LLC12,561$4.38K0.00%+12,561New
Envestnet Asset Management Inc12,462$4.35K0.00%+747+6.4%Added
Public Employees Retirement System of Ohio12,458$4.35K0.00%−3,500−21.9%Reduced
Morgan Stanley10,748$3.75K0.00%+881+8.9%Added
Pathstone Holdings, LLC10,254$3.58K0.00%+10,254New
Barclays PLC9,110$3.18K0.00%−9,110−50.0%Reduced
Bank of America Corp6,833$2.38K0.00%00.0%Unchanged
Cambridge Trust Co5,868$2.05K0.00%00.0%Unchanged
Qube Research & Technologies Ltd3,663$1.28K0.00%00.0%Unchanged
Whittier Trust Co3,750$1.27K0.00%00.0%Unchanged
Wells Fargo & Company743$2590.00%+38+5.4%Added
Advisor Group Holdings, Inc.718$2500.00%−138−16.1%Reduced
Truvestments Capital LLC687$2400.00%00.0%Unchanged
Highlander Capital Management, LLC525$1830.00%00.0%Unchanged
Comerica Bank351$1220.00%00.0%Unchanged
JPMorgan Chase & Co294$1030.00%+22+8.1%Added
The PNC Financial Services Group, Inc.239$830.00%+236+7,866.7%Added
Captrust Financial Advisors175$610.00%00.0%Unchanged
Proequities, Inc.171$590.00%00.0%Unchanged
Allworth Financial LP161$570.00%00.0%Unchanged
Cornerstone Planning Group LLC5$20.00%00.0%Unchanged
Royal Bank of Canada584$00.00%+584New
Simplex Trading, LLC133$00.00%+133New
CWM, LLC129$00.00%+129New
Solas Capital Management, LLC0$00.00%−2,805,443−100.0%Sold out
Senvest Management, LLC0$00.00%−2,550,931−100.0%Sold out
Roumell Asset Management, LLC0$00.00%−1,687,553−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−64,066−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−57,798−100.0%Sold out
Marathon Capital Management0$00.00%−50,000−100.0%Sold out
Virtu Financial LLC0$00.00%−34,751−100.0%Sold out
Delta Investment Management, LLC0$00.00%−19,245−100.0%Sold out
Prudential Financial Inc0$00.00%−11,812−100.0%Sold out
Victory Capital Management Inc0$00.00%−10,437−100.0%Sold out
Spire Wealth Management0$00.00%−1,400−100.0%Sold out
Pathstone Family Office, LLC––––Not filed