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Institutional Holders of OCC
HolderAmountPosition Size
($ in 1000's)
 As of
Dimensional Fund Advisors LP308,389$833 12/31/2023
     OCC308,389$833 12/31/2023
Vanguard Group Inc.194,501$525 12/31/2023
     OCC194,501$525 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC123,677$334 12/31/2023
     OCC123,677$334 12/31/2023
Royal Bank of Canada118,979$322 12/31/2023
     OCC118,979$322 12/31/2023
Renaissance Technologies LLC92,503$250 12/31/2023
     OCC92,503$250 12/31/2023
Legacy Financial Advisors Inc.54,535$147 12/31/2023
     OCC54,535$147 12/31/2023
Geode Capital Management LLC40,438$109 12/31/2023
     OCC40,438$109 12/31/2023
RBF Capital LLC32,495$88 12/31/2023
     OCC32,495$88 12/31/2023
Bridgeway Capital Management Inc.27,600$75 12/31/2023
     OCC27,600$75 12/31/2023
Mercer Global Advisors Inc. ADV18,000$49 12/31/2023
     OCC18,000$49 12/31/2023
Envestnet Asset Management Inc.18,000$49 12/31/2023
     OCC18,000$49 12/31/2023
BlackRock Inc.17,185$46 12/31/2023
     OCC17,185$46 12/31/2023
Hilltop Holdings Inc.15,267$41 12/31/2023
     OCC15,267$41 12/31/2023
Morgan Stanley2,940$8 12/31/2023
     OCC2,940$8 12/31/2023
Wells Fargo & Company MN1,039$3 12/31/2023
     OCC1,039$3 12/31/2023
National Bank of Canada FI1,243$3 12/31/2023
     OCC1,243$3 12/31/2023
Tower Research Capital LLC TRC 1,028$3 12/31/2023
     OCC1,028$3 12/31/2023
JPMorgan Chase & Co.9$0 12/31/2023
     OCC9$0 12/31/2023
Bank of America Corp DE3$0 12/31/2023
     OCC3$0 12/31/2023
FMR LLC101$0 12/31/2023
     OCC101$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     OCC0$0 12/31/2023
UBS Group AG41$0 12/31/2023
     OCC41$0 12/31/2023

See All: Funds Holding OCC
See Details: Top 10 Hedge Funds Holding OCC
Also See: OCC Insider Buying

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