Onemain Holdings Inc (OMF) 13F Investor Activity Report (Q2 2026)

OMF ranks #1112 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OMF is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

OMF is a top-conviction position for Brave Warrior Advisors, LLC — at 10.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OMF belongs to BlackRock, Inc., but the position matters far more to Brave Warrior Advisors, LLC, who has 10.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its OMF position for two straight quarters, increasing it by $275.0M to reach $383.9M today.

Fidelity has trimmed its OMF position for two straight quarters, cutting it by $236.3M while still holding $225.8M.

OMF is down 1.6% today, but institutions show net buying of $860.8M this quarter — a divergence between today's price move and the underlying institutional flow.

OMF closed its latest fiscal year with net income of $783.0M, and currently trades at a P/E of 9.6.

• Profitable — net income of $783.0M in the latest fiscal year
• Net income improved year over year, from $509.0M to $783.0M
• Generated $3.1B in positive operating cash flow
• Liabilities run 7.05x equity — a highly leveraged balance sheet worth noting