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United States Oil Fund (USO) Institutional Ownership

United States Oil Fund logo
$82.52 -0.42 (-0.51%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for United States Oil Fund (NYSEARCA:USO)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$148.00M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$70.24M
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USO Institutional Buying and Selling by Quarter

United States Oil Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Global Wealth Management LLC12,220$923K0.6%N/A0.071%
1/15/2025 HB Wealth Management LLC3,934$297K0.0%N/A0.023%
12/26/2024JPMorgan Chase & Co.41,906$2.93M0.0%+279,273.3%0.242%
12/9/2024FFG Partners LLC76,277$5.33M1.8%+2.2%0.440%
11/25/2024Wilmington Savings Fund Society FSB437$31K0.0%N/A0.003%
11/15/2024Savoie Capital LLC52,900$3.70M0.5%N/A0.305%
11/15/2024Barclays PLC115,568$8.08M0.0%-75.7%0.667%
11/15/2024MML Investors Services LLC9,229$645K0.0%-49.8%0.053%
11/15/2024Kovitz Investment Group Partners LLC40,811$2.83M0.0%N/A0.236%
11/15/2024Clearline Capital LP76,136$5.32M0.2%N/A0.440%
11/15/2024TOMS Capital Investment Management LP33,300$2.33M0.1%N/A0.192%
11/14/2024Encompass More Asset Management12,615$882K0.3%N/A0.073%
11/14/2024Flow Traders U.S. LLC91,342$6.39M0.3%-57.3%0.527%
11/14/2024Rockefeller Capital Management L.P.15,887$1.11M0.0%+32.7%0.092%
11/14/2024National Wealth Management Group LLC7,283$509K0.3%-37.5%0.042%
11/13/2024Bank of Montreal Can31,153$2.19M0.0%+258.1%0.180%
11/13/2024Harvest Fund Management Co. Ltd44,452$3.11M0.2%+15.1%0.257%
11/13/2024Daiwa Securities Group Inc.29,900$2.09M0.0%+4.9%0.173%
11/12/2024Larson Financial Group LLC531$37K0.0%-83.1%0.003%
11/12/2024Meridian Wealth Management LLC20,723$1.45M0.1%-12.9%0.120%
11/8/2024 Avior Wealth Management LLC1,145$80K0.0%-30.4%0.007%
11/7/2024Thrivent Financial for Lutherans6,943$485K0.0%+21.4%0.040%
11/6/2024Oppenheimer & Co. Inc.3,366$235K0.0%N/A0.019%
10/28/2024US Bancorp DE1,076$75K0.0%-20.9%0.006%
10/25/2024Golden State Equity Partners7,397$517K0.1%-5.7%0.043%
10/25/2024 Mutual Advisors LLC18,231$1.33M0.0%N/A0.105%
10/25/2024Cutter & CO Brokerage Inc.4,075$285K0.1%-4.7%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC3,632$254K0.0%N/A0.021%
10/23/2024Mirae Asset Global Investments Co. Ltd.9,200$646K0.0%-4.2%0.053%
10/23/2024CENTRAL TRUST Co1,486$104K0.0%N/A0.009%
10/22/2024 International Assets Investment Management LLC147,531$10.32M0.0%+2,024.3%0.852%
10/11/2024Creative Planning11,295$790K0.0%-4.6%0.065%
10/8/2024CWM LLC2,558$179K0.0%+134.2%0.015%
10/3/2024 SG Americas Securities LLC2,548$178K0.0%+47.6%0.015%
9/5/2024Sanctuary Advisors LLC3,766$303K0.0%N/A0.022%
8/16/2024NewEdge Advisors LLC11,672$929K0.0%-21.4%0.067%
8/16/2024Creative Planning11,840$942K0.0%+7.7%0.068%
8/15/2024Toronto Dominion Bank36,021$2.87M0.0%N/A0.208%
8/14/2024Insigneo Advisory Services LLC5,798$425K0.0%N/A0.033%
8/14/2024Bank of Montreal Can8,699$692K0.0%-85.1%0.050%
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8/9/2024Clear Investment Research LLC1,589$126K0.2%+44.3%0.009%
8/7/2024MGO One Seven LLC14,028$1.12M0.1%-2.8%0.081%
8/7/2024Daiwa Securities Group Inc.28,500$2.27M0.0%+9.6%0.165%
8/5/2024Victory Capital Management Inc.357,102$28.42M0.0%N/A2.062%
8/2/2024Larson Financial Group LLC3,148$251K0.0%-8.5%0.018%
8/2/2024Founders Financial Securities LLC5,193$413K0.0%+7.2%0.030%
7/31/2024WR Wealth Planners LLC5,648$450K0.1%-10.0%0.033%
7/31/2024Cutter & CO Brokerage Inc.4,275$340K0.1%N/A0.025%
7/31/2024Commonwealth Equity Services LLC27,153$2.16M0.0%-5.3%0.157%
7/30/2024 International Assets Investment Management LLC6,945$553K0.0%+14.8%0.040%
7/29/2024 Arkadios Wealth Advisors42,033$3.35M0.2%+2.3%0.243%
7/26/2024Cambridge Investment Research Advisors Inc.49,280$3.92M0.0%+3.2%0.285%
7/26/2024Solstein Capital LLC6,382$508K0.3%N/A0.037%
7/15/2024Dynamic Advisor Solutions LLC3,319$264K0.0%+13.7%0.019%
7/12/2024 SG Americas Securities LLC1,726$137K0.0%-51.9%0.010%
7/10/2024Valeo Financial Advisors LLC13,347$1.06M0.0%N/A0.077%
5/24/2024Cetera Advisors LLC12,106$953K0.0%+63.9%0.070%
5/24/2024Cetera Investment Advisers31,640$2.49M0.0%N/A0.183%
5/17/2024National Wealth Management Group LLC15,551$1.22M1.0%-7.4%0.090%
5/17/2024Beacon Capital Management LLC5,520$435K0.1%-5.1%0.032%
5/16/2024B. Riley Wealth Advisors Inc.3,525$285K0.0%N/A0.020%
5/15/2024SVB Wealth LLC12,787$1.01M0.0%N/A0.074%
5/15/2024Flow Traders U.S. LLC452,504$35.63M1.9%+12.6%2.613%
5/13/2024Texas Capital Bank Wealth Management Services Inc30,000$2.36M0.3%-50.0%0.173%
5/8/2024US Bancorp DE5,784$455K0.0%-15.3%0.033%
5/3/2024Larson Financial Group LLC3,439$271K0.0%-9.2%0.020%
5/2/2024Daiwa Securities Group Inc.26,000$2.05M0.0%+0.8%0.150%
5/1/2024Mirae Asset Global Investments Co. Ltd.11,100$874K0.0%N/A0.072%
4/30/2024Fortis Group Advisors LLC4,392$346K0.1%N/A0.028%
4/30/2024 Arkadios Wealth Advisors41,072$3.23M0.3%+91.0%0.266%
4/29/2024Commonwealth Equity Services LLC28,658$2.26M0.0%-82.4%0.186%
4/29/2024RWA Wealth Partners LLC4,501$354K0.0%N/A0.029%
4/29/2024Verde Servicos Internacionais S.A.12,000$945K0.4%N/A0.078%
4/27/2024Finer Wealth Management Inc.4,924$388K0.3%-13.3%0.032%
4/25/2024Cambridge Investment Research Advisors Inc.47,748$3.76M0.0%-55.9%0.310%
4/24/2024 Krilogy Financial LLC34,553$2.72M0.2%N/A0.224%
4/24/2024U S Global Investors Inc.2,000$157K0.0%N/A0.013%
4/24/2024Simplicity Wealth LLC4,970$391K0.0%N/A0.032%
4/23/2024Global Retirement Partners LLC586$46K0.0%-28.5%0.004%
4/19/2024Kovack Advisors Inc.3,278$258K0.0%N/A0.021%
4/19/2024Fluent Financial LLC25,102$1.98M1.1%N/A0.163%
4/19/2024 Westside Investment Management Inc.387$30K0.0%-27.9%0.003%
4/15/2024St. Johns Investment Management Company LLC1,400$110K0.1%N/A0.007%
4/15/2024 Brookstone Capital Management2,892$228K0.0%N/A0.014%
4/11/2024Opal Wealth Advisors LLC2,508$197K0.1%N/A0.012%
4/11/2024 International Assets Investment Management LLC6,052$482K0.0%+81.3%0.030%
3/22/2024PNC Financial Services Group Inc.1,341$89K0.0%-27.2%0.007%
3/5/2024Wellington Management Group LLP138,600$9.24M0.0%N/A0.682%
2/26/2024Centaurus Financial Inc.3,958$264K0.0%-83.5%0.019%
2/15/2024Parkwood LLC150,473$10.03M1.0%+644.4%0.741%
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2/14/2024Vermillion & White Wealth Management Group LLC658$44K0.0%N/A0.003%
2/14/2024Westwood Holdings Group Inc.5,270$351K0.0%N/A0.026%
2/13/2024CIBC Private Wealth Group LLC75,469$5.03M0.0%N/A0.371%
2/12/2024Global Endowment Management LP18,000$1.20M0.1%N/A0.089%
2/9/2024Congress Wealth Management LLC DE4,150$277K0.0%N/A0.020%
2/9/2024Advisory Services Network LLC7,186$479K0.0%-75.9%0.035%
2/9/2024Cambridge Investment Research Advisors Inc.108,286$7.22M0.0%+159.3%0.533%
2/8/2024Texas Capital Bank Wealth Management Services Inc60,000$4.00M0.5%N/A0.295%
2/8/2024Meridian Wealth Management LLC23,187$1.55M0.1%N/A0.114%
2/8/2024Sumitomo Mitsui Financial Group Inc.2,215$148K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

USO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USO shares?

During the previous two years, 160 institutional investors and hedge funds held shares of United States Oil Fund. The most heavily invested institutionals were Natixis ($37.79M), Bank of Nova Scotia ($35.06M), Victory Capital Management Inc. ($28.42M), Compass Rose Asset Management LP ($23.25M), Credit Suisse AG ($19.08M), Tower Research Capital LLC TRC ($14.09M), and International Assets Investment Management LLC ($10.32M).Learn more on USO's institutional investors.

Which institutional investors have been buying United States Oil Fund stock?

Of the 129 institutional investors that purchased United States Oil Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($702.52K), Victory Capital Management Inc. ($609.51K), Natixis ($539.05K), Bank of Nova Scotia ($500.00K), Compass Rose Asset Management LP ($350K), Flow Traders U.S. LLC ($346.90K), and Sumitomo Mitsui Financial Group Inc. ($337.22K).

How much institutional buying is happening at United States Oil Fund?

Institutional investors have bought a total of 5,791,274 shares in the last 24 months. This purchase volume represents approximately $410.13M in transactions.

Which United States Oil Fund major shareholders have been selling company stock?

Of the 62 institutional investors that sold United States Oil Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Credit Suisse AG ($2.82M), National Bank of Canada FI ($430.55K), Barclays PLC ($360.39K), International Assets Investment Management LLC ($166.84K), Commonwealth Equity Services LLC ($137.26K), Victory Capital Management Inc. ($130.82K), and Flow Traders U.S. LLC ($122.77K).

How much institutional selling is happening at United States Oil Fund?

Institutional investors have sold a total of 4,863,355 shares in the last 24 months. This volume of shares sold represents approximately $340.35M in transactions.



This page (NYSEARCA:USO) was last updated on 1/21/2025 by MarketBeat.com Staff
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