Cliff Asness's OMI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 732,221 shares of Owens & Minor, Inc. (OMI) worth $1.67 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in OMI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 400,833 shares. Largest reduction occurred in Q2 2025, reducing 271,649 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Owens & Minor (OMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Owens & Minor (OMI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +253,357 | Add 52.91% | 732,221 | $2.28 |
| Q4 2025 | +242,933 | Add 102.97% | 478,864 | $2.80 |
| Q3 2025 | -127,334 | Reduce 35.05% | 235,931 | $4.80 |
| Q2 2025 | -271,649 | Reduce 42.79% | 363,265 | $9.10 |
| Q1 2025 | +400,833 | Add 171.24% | 634,914 | $9.03 |
| Q4 2024 | +30,862 | Add 15.19% | 234,081 | $13.07 |
| Q3 2024 | -25,646 | Reduce 11.21% | 203,219 | $15.69 |
| Q2 2024 | +14,311 | Add 6.67% | 228,865 | $13.50 |
| Q1 2024 | -1,762 | Reduce 0.81% | 214,554 | $27.71 |
| Q4 2023 | -230,595 | Reduce 51.60% | 216,316 | $19.27 |
| Q3 2023 | +169,488 | Add 61.09% | 446,911 | $16.16 |
| Q2 2023 | -137,775 | Reduce 33.18% | 277,423 | $19.04 |
| Q1 2023 | +166,510 | Add 66.96% | 415,198 | $14.55 |
| Q4 2022 | +187,742 | Add 308.05% | 248,688 | $19.53 |
| Q3 2022 | +27,055 | Add 79.83% | 60,946 | $24.10 |
| Q2 2022 | +3,346 | Add 10.95% | 33,891 | $31.45 |
| Q1 2022 | -11,520 | Reduce 27.39% | 30,545 | $44.03 |
| Q4 2021 | -48,315 | Reduce 53.46% | 42,065 | $43.50 |
| Q3 2021 | -38,814 | Reduce 30.04% | 90,380 | $31.29 |
| Q2 2021 | -37,617 | Reduce 22.55% | 129,194 | $42.33 |
| Q1 2021 | -22,389 | Reduce 11.83% | 166,811 | $37.59 |
| Q4 2020 | -57,327 | Reduce 23.25% | 189,200 | $27.05 |
| Q3 2020 | -164,791 | Reduce 40.06% | 246,527 | $25.11 |
| Q2 2020 | -15,190 | Reduce 3.56% | 411,318 | $7.62 |
| Q1 2020 | +256,954 | Add 151.55% | 426,508 | $9.15 |
| Q4 2019 | +159,338 | Add 1559.69% | 169,554 | $5.17 |
| Q3 2019 | -4,927 | Reduce 32.54% | 10,216 | $5.78 |
| Q2 2019 | -1,183 | Reduce 7.25% | 15,143 | $3.17 |
| Q1 2019 | -10,155 | Reduce 38.35% | 16,326 | $4.10 |
| Q3 2018 | -8,615 | Reduce 24.55% | 26,481 | $16.50 |
| Q2 2018 | +25,056 | Add 249.56% | 35,096 | $16.70 |
| Q1 2018 | +10,040 | New Buy | 10,040 | $15.54 |
| Q3 2017 | -8,631 | Sold Out | 0 | $0.00 |
| Q2 2017 | -60,030 | Reduce 87.43% | 8,631 | $32.21 |
| Q1 2017 | -71,276 | Reduce 50.93% | 68,661 | $34.60 |
| Q4 2016 | -222,488 | Reduce 61.39% | 139,937 | $35.29 |
| Q3 2016 | +8,876 | Add 2.51% | 362,425 | $34.73 |
| Q2 2016 | +210,143 | Add 146.54% | 353,549 | $37.38 |
| Q1 2016 | -74,512 | Reduce 34.19% | 143,406 | $40.42 |
| Q4 2015 | +190,637 | Add 698.79% | 217,918 | $35.98 |
| Q3 2015 | +11,503 | Add 72.91% | 27,281 | $31.93 |
| Q2 2015 | -2,184 | Reduce 12.16% | 15,778 | $33.97 |
| Q1 2015 | -45,296 | Reduce 71.61% | 17,962 | $33.85 |
| Q4 2014 | +10,951 | Add 20.94% | 63,258 | $35.11 |
| Q3 2014 | -47,066 | Reduce 47.36% | 52,307 | $32.75 |
| Q2 2014 | -7,400 | Reduce 6.93% | 99,373 | $33.98 |
| Q1 2014 | -2,700 | Reduce 2.47% | 106,773 | $35.03 |
| Q4 2013 | +13,900 | Add 14.54% | 109,473 | $36.56 |
| Q3 2013 | +3,700 | Add 4.03% | 95,573 | $34.59 |
| Q2 2013 | +91,873 | Add 0.00% | 91,873 | $33.83 |
| Q4 2012 | +97,973 | Add 0.00% | 97,973 | $28.51 |
Cliff Asness's Owens & Minor Investment FAQs
Cliff Asness first purchased Owens & Minor, Inc. (OMI) in Q4 2012, acquiring 97,973 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Owens & Minor, Inc. (OMI) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Owens & Minor, Inc. (OMI) was in Q1 2025, adding 634,914 shares worth $5.73 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 732,221 shares of Owens & Minor, Inc. (OMI), valued at approximately $1.67 M.
As of the Q1 2026 filing, Owens & Minor, Inc. (OMI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Owens & Minor, Inc. (OMI) was 732,221 shares, as reported at the end of Q1 2026.