OptimizeRx Corp — Institutional Ownership
Which tracked institutions hold OPRX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
18
Funds holding
$6536722
Total value held
Flat
9 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2547585 | 445382 | -718119 | -61.72% |
| 2 | Morgan Stanley | $894116 | 156314 | +79946 | +104.69% |
| 3 | Goldman Sachs Group Inc | $600812 | 105037 | -253406 | -70.70% |
| 4 | State Street Corp | $461043 | 80602 | -397178 | -83.13% |
| 5 | Principal Financial Group Inc | $389755 | 68139 | +4349 | +6.82% |
| 6 | Bank Of New York Mellon Corp | $370124 | 64707 | -37667 | -36.79% |
| 7 | Ubs Group Ag | $317597 | 55524 | +55524 | NEW BUY |
| 8 | Sei Investments Co | $236945 | 41424 | -57209 | -58.00% |
| 9 | Northern Trust Corp | $211640 | 37000 | -118388 | -76.19% |
| 10 | Bank Of America Corp /De/ | $151866 | 26550 | -17269 | -39.41% |
| 11 | Franklin Resources Inc | $143887 | 25155 | +989 | +4.09% |
| 12 | Barclays Plc | $85715 | 14985 | +10395 | +226.47% |
| 13 | Wells Fargo & Company/Mn | $66701 | 11661 | -6615 | -36.20% |
| 14 | Citigroup Inc | $44851 | 7841 | +7483 | +2090.22% |
| 15 | Pnc Financial Services Group, Inc. | $11617 | 2031 | +1863 | +1108.93% |
| 16 | Jpmorgan Chase & Co | $1145 | 211 | -7154 | -97.14% |
| 17 | Royal Bank Of Canada | $1000 | 273 | +11 | +4.20% |
| 18 | Amalgamated Financial Corp. | $323 | 8569 | +8569 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.