Chuck Royce's OMI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 25,698 shares of Owens & Minor, Inc. (OMI) worth $58,591, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in OMI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 535,000 shares. Largest reduction occurred in Q3 2020, reducing 1.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Owens & Minor (OMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens & Minor (OMI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -42,451 | Reduce 62.29% | 25,698 | $2.28 |
| Q4 2025 | -19,345 | Reduce 22.11% | 68,149 | $2.80 |
| Q3 2025 | -8,280 | Reduce 8.65% | 87,494 | $4.80 |
| Q2 2025 | +5,852 | Add 6.51% | 95,774 | $9.10 |
| Q4 2024 | +9,008 | Add 11.13% | 89,922 | $13.07 |
| Q3 2024 | +51,955 | Add 179.41% | 80,914 | $15.69 |
| Q2 2024 | +28,959 | New Buy | 28,959 | $13.50 |
| Q3 2022 | -103,124 | Sold Out | 0 | $0.00 |
| Q2 2022 | -143,000 | Reduce 58.10% | 103,124 | $31.45 |
| Q1 2022 | -186,000 | Reduce 43.04% | 246,124 | $44.02 |
| Q4 2021 | -47,000 | Reduce 9.81% | 432,124 | $43.50 |
| Q3 2021 | -238,026 | Reduce 33.19% | 479,124 | $31.29 |
| Q2 2021 | -264,400 | Reduce 26.94% | 717,150 | $42.33 |
| Q1 2021 | +130,429 | Add 15.32% | 981,550 | $37.59 |
| Q4 2020 | -44,496 | Reduce 4.97% | 851,121 | $27.05 |
| Q3 2020 | -1.03 M | Reduce 53.38% | 895,617 | $25.11 |
| Q2 2020 | -130,000 | Reduce 6.34% | 1.92 M | $7.62 |
| Q1 2020 | -83,477 | Reduce 3.91% | 2.05 M | $9.15 |
| Q4 2019 | +122,653 | Add 6.10% | 2.13 M | $5.17 |
| Q3 2019 | +121,046 | Add 6.40% | 2.01 M | $5.81 |
| Q2 2019 | +535,000 | Add 39.46% | 1.89 M | $3.20 |
| Q1 2019 | +190,000 | Add 16.30% | 1.36 M | $4.10 |
| Q4 2018 | +351,000 | Add 43.08% | 1.17 M | $6.33 |
| Q3 2018 | +217,000 | Add 36.30% | 814,786 | $16.52 |
| Q2 2018 | -138,800 | Reduce 18.84% | 597,786 | $16.71 |
| Q1 2018 | -22,800 | Reduce 3.00% | 736,586 | $15.55 |
| Q4 2017 | +443,316 | Add 140.26% | 759,386 | $18.88 |
| Q3 2017 | -412,600 | Reduce 56.62% | 316,070 | $29.20 |
| Q2 2017 | -32,000 | Reduce 4.21% | 728,670 | $32.19 |
| Q1 2017 | +43,000 | Add 5.99% | 760,670 | $34.60 |
| Q4 2016 | +18,670 | Add 2.67% | 717,670 | $35.29 |
| Q3 2016 | -171,350 | Reduce 19.69% | 699,000 | $34.73 |
| Q2 2016 | -278,300 | Reduce 24.23% | 870,350 | $37.38 |
| Q1 2016 | -77,500 | Reduce 6.32% | 1.15 M | $40.42 |
| Q4 2015 | -146,000 | Reduce 10.64% | 1.23 M | $35.98 |
| Q3 2015 | -103,000 | Reduce 6.98% | 1.37 M | $31.94 |
| Q2 2015 | -119,100 | Reduce 7.47% | 1.48 M | $34.00 |
| Q1 2015 | -88,800 | Reduce 5.28% | 1.59 M | $33.84 |
| Q4 2014 | -766,994 | Reduce 31.31% | 1.68 M | $35.11 |
| Q3 2014 | +144,100 | Add 6.25% | 2.45 M | $32.74 |
| Q2 2014 | +243,500 | Add 11.81% | 2.31 M | $33.98 |
| Q1 2014 | +231,894 | Add 12.67% | 2.06 M | $35.03 |
| Q2 2013 | +1.83 M | Add 0.00% | 1.83 M | $33.83 |
Chuck Royce's Owens & Minor Investment FAQs
Chuck Royce first purchased Owens & Minor, Inc. (OMI) in Q2 2013, acquiring 1,830,550 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Owens & Minor, Inc. (OMI) for 46 quarters since Q2 2013.
Chuck Royce's largest addition to Owens & Minor, Inc. (OMI) was in Q2 2013, adding 1,830,550 shares worth $61.93 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 25,698 shares of Owens & Minor, Inc. (OMI), valued at approximately $58,591.
As of the Q1 2026 filing, Owens & Minor, Inc. (OMI) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Owens & Minor, Inc. (OMI) was 2,450,044 shares, as reported at the end of Q3 2014.