OptimizeRx Corp — Institutional Ownership
Which tracked institutions hold OPRX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
19
Funds holding
$17285205
Total value held
Buying
14 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $7306787 | 1163501 | -31210 | -2.61% |
| 2 | State Street Corp | $3000458 | 477780 | +249 | +0.05% |
| 3 | Goldman Sachs Group Inc | $2251022 | 358443 | +231429 | +182.21% |
| 4 | Northern Trust Corp | $975837 | 155388 | -1539 | -0.98% |
| 5 | Bank Of New York Mellon Corp | $642910 | 102374 | -11884 | -10.40% |
| 6 | Sei Investments Co | $619415 | 98633 | — | NEW BUY |
| 7 | Raymond James Financial Inc | $522264 | 83163 | +749 | +0.91% |
| 8 | Morgan Stanley | $479591 | 76368 | -88224 | -53.60% |
| 9 | Principal Financial Group Inc | $400601 | 63790 | +36259 | +131.70% |
| 10 | Wells Fargo & Company/Mn | $354351 | 28903 | +7576 | +35.52% |
| 11 | Bank Of America Corp /De/ | $275183 | 43819 | +1243 | +2.92% |
| 12 | Prudential Financial Inc | $268187 | 42705 | +11210 | +35.59% |
| 13 | Franklin Resources Inc | $151763 | 24166 | +7882 | +48.40% |
| 14 | Barclays Plc | $28824 | 4590 | — | NEW BUY |
| 15 | Citigroup Inc | $4389 | 358 | -624 | -63.54% |
| 16 | Royal Bank Of Canada | $2000 | 262 | — | NEW BUY |
| 17 | Pnc Financial Services Group, Inc. | $1055 | 168 | +106 | +170.97% |
| 18 | Amalgamated Financial Corp. | $323 | 8569 | — | NEW BUY |
| 19 | Fifth Third Bancorp | $245 | 39 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.