OneMain Holdings, Inc. (OMF) shareholders
OMFNYSEPersonal Credit InstitutionsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 15/300% below fair value
$55.35+0.97 (+1.78%)
Close on Nov 13, 2026Market cap $6.34BP/E 8.4Yield 7.53%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.6%
108M of 114M shares
Institutional holders
525
91 new, 49 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $5.48M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (7.80%) | 9,267,479 | 7.80% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 7,974,980 | 6.70% | 13G (passive) amendment | Mar 31, 2025 |
| Brave Warrior Advisors, LLC | 7,870,085 | 6.62% | 13G (passive) amendment | Jun 30, 2025 |
| AQR Capital Management Holdings, LLC Joint filing with AQR Capital Management, LLC (5.45%) | 6,296,859 | 5.45% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 6,214,047 | 5.21% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OMF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,396,805 | 9.08% | $633.89M | +385,032 | 0.01% |
| Brave Warrior Advisors, LLC | 7,585,152 | 6.63% | $462.47M | −118,155 | 10.08% |
| Aqr Capital Management LLC | 6,296,859 | 5.50% | $383.92M | +2,990,621 | 0.13% |
| Capital International Investors | 5,714,327 | 4.99% | $348.42M | −8,215 | 0.07% |
| Vanguard Portfolio Management LLC | 5,399,452 | 4.72% | $329.20M | −47,415 | 0.01% |
| Vanguard Capital Management LLC | 5,319,258 | 4.65% | $324.32M | +13,462 | 0.01% |
| Dimensional Fund Advisors LP | 4,467,282 | 3.90% | $272.39M | +125,041 | 0.05% |
| Goldman Sachs Group Inc | 4,185,119 | 3.66% | $255.17M | +185,493 | 0.02% |
| FMR LLC | 3,703,833 | 3.24% | $225.82M | −1,521,438 | 0.01% |
| Fiduciary Management Inc /Wi/ | 3,080,673 | 2.69% | $187.83M | +397,247 | 2.67% |
| Jupiter Topco LLC | 2,722,474 | 2.38% | $166.06M | New | 0.07% |
| State Street Corp | 2,451,937 | 2.14% | $149.49M | +42,917 | 0.00% |
| American Century Companies Inc | 2,346,066 | 2.05% | $143.04M | +694,565 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 2,336,331 | 2.04% | $142.45M | +68,012 | 0.06% |
| Geode Capital Management, LLC | 2,181,598 | 1.91% | $133.39M | −25,641 | 0.01% |
| Cooperman Leon G | 2,130,000 | 1.86% | $129.87M | +125,000 | 3.66% |
| Northern Trust Corp | 1,518,749 | 1.33% | $92.60M | +71,486 | 0.01% |
| Charles Schwab Investment Management Inc | 1,492,877 | 1.30% | $91.02M | −25,484 | 0.01% |
| Clearbridge Investments, LLC | 1,331,598 | 1.16% | $81.19M | +10,694 | 0.07% |
| Morgan Stanley | 1,179,030 | 1.03% | $71.89M | +256,105 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 525 | 108M | 94.6% | 91 / 198 | 173 / 49 | 14M | 7M |
| Q1 2026 | 488 | 104M | 90.5% | 78 / 201 | 158 / 75 | 24M | 17M |
| Q4 2025 | 492 | 108M | 94.6% | 75 / 191 | 167 / 45 | 10M | 10M |
| Q3 2025 | 469 | 109M | 94.9% | 68 / 198 | 137 / 37 | 9M | 10M |
| Q2 2025 | 446 | 110M | 95.9% | 76 / 190 | 136 / 40 | 7M | 7M |
| Q1 2025 | 412 | 109M | 95.4% | 58 / 173 | 134 / 46 | 7M | 8M |
| Q4 2024 | 406 | 111M | 96.7% | 80 / 168 | 115 / 48 | 11M | 5M |
| Q3 2024 | 379 | 105M | 91.5% | 48 / 151 | 134 / 39 | 18M | 7M |
| Q2 2024 | 374 | 103M | 90.4% | 67 / 150 | 105 / 31 | 9M | 6M |
| Q1 2024 | 344 | 101M | 88.4% | 36 / 132 | 123 / 45 | 11M | 6M |
| Q4 2023 | 355 | 97M | 84.3% | 62 / 134 | 113 / 33 | 9M | 9M |
| Q3 2023 | 331 | 96M | 84.3% | 47 / 121 | 110 / 21 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
352 funds held OMF in Q2 2026, 43% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of OMF | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Funds Fundamental Investors | 4,952,741 | 4.33% | $301.97M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,783,680 | 3.31% | $230.69M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,732,239 | 2.39% | $166.58M | 0.09% | Jun 30, 2026 |
| iShares Select Dividend ETF | 2,435,096 | 2.13% | $152.39M | 0.65% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,729,962 | 1.51% | $105.48M | 0.16% | Jun 30, 2026 |
| Janus Henderson Global Equity Income Fund | 1,675,310 | 1.46% | $102.14M | 1.35% | Jun 30, 2026 |
| FMI Common Stock Fund | 1,500,000 | 1.31% | $91.46M | 4.81% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,324,132 | 1.16% | $80.73M | 0.08% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,150,165 | 1.00% | $63.62M | 0.23% | May 31, 2026 |
| Fidelity Leveraged Company Stock Fund | 1,005,000 | 0.88% | $62.89M | 1.56% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 941,490 | 0.82% | $58.92M | 0.35% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 838,629 | 0.73% | $52.48M | 0.36% | Jul 31, 2026 |
| Fidelity Value Fund | 821,380 | 0.72% | $51.40M | 0.49% | Jul 31, 2026 |
| Nomura Growth and Income Fund | 635,047 | 0.55% | $38.72M | 1.64% | Jun 30, 2026 |
| ClearBridge Value Fund | 625,000 | 0.55% | $39.11M | 0.92% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Douglas H. Shulman | President & CEO, Director | 255,167 | 0.22% | Feb 24, 2026 |
| Micah R. Conrad | EVP & COO | 91,250 | 0.08% | Aug 6, 2026 |
| Michael A. Hedlund | pao, SVP and Group Controller | 10,627 | 0.01% | Jul 31, 2026 |
| Jeannette E. Osterhout | EVP & CFO | 89,598 | 0.08% | Feb 24, 2026 |
| Richard A. Smith | Director | 30,812 | 0.03% | Feb 13, 2026 |
| Andrew D. Macdonald | Director | 5,461 | 0.00% | Feb 13, 2026 |
| Christopher A. Halmy | Director | 4,810 | 0.00% | Feb 13, 2026 |
| Phyllis R. Caldwell | Director | 18,246 | 0.02% | Feb 13, 2026 |
| Roy A. Guthrie | Director | 49,155 | 0.04% | Feb 13, 2026 |
| Philip Bronner | Director | 16,945 | 0.01% | Feb 13, 2026 |
| Toos Daruvala | Director | 16,171 | 0.01% | Feb 13, 2026 |
| Keating Valerie Soranno | Director | 53,269 | 0.05% | Feb 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Micah R. Conrad EVP & COO | Aug 4, 2026 | Sale | −5,000 | $65.40 | $327.00K | 91,250 |
| Michael A. Hedlund pao, SVP and Group Controller | Jul 29, 2026 | Sale(10b5-1 plan) | −2,500 | $64.00 | $160.00K | 10,627 |
| Micah R. Conrad EVP & COO | Jun 29, 2026 | Sale(10b5-1 plan) | −5,000 | $62.00 | $310.00K | 96,250 |
| Michael A. Hedlund pao, SVP and Group Controller | Jun 29, 2026 | Sale(10b5-1 plan) | −1,848 | $62.00 | $114.58K | 13,127 |
| Micah R. Conrad EVP & COO | Apr 17, 2026 | Sale(10b5-1 plan) | −5,000 | $60.00 | $300.00K | 101,250 |
| Micah R. Conrad EVP & COO | Feb 26, 2026 | Sale(10b5-1 plan) | −5,000 | $58.00 | $290.00K | 106,250 |
| Micah R. Conrad EVP & COO | Feb 20, 2026 | Tax withholding | −4,461 | $57.53 | $256.64K | 117,356 |
| Micah R. Conrad EVP & COO | Feb 20, 2026 | Tax withholding | −2,648 | $57.53 | $152.34K | 114,708 |
| Micah R. Conrad EVP & COO | Feb 20, 2026 | Tax withholding | −3,458 | $57.53 | $198.94K | 111,250 |
| Jeannette E. Osterhout EVP & CFO | Feb 20, 2026 | Tax withholding | −3,944 | $57.53 | $226.90K | 89,598 |
| Jeannette E. Osterhout EVP & CFO | Feb 20, 2026 | Tax withholding | −2,869 | $57.53 | $165.05K | 93,542 |
| Jeannette E. Osterhout EVP & CFO | Feb 20, 2026 | Tax withholding | −4,049 | $57.53 | $232.94K | 96,411 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 20, 2026 | Tax withholding | −383 | $57.53 | $22.03K | 14,975 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 20, 2026 | Tax withholding | −1,040 | $57.53 | $59.83K | 17,058 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 20, 2026 | Tax withholding | −387 | $57.53 | $22.26K | 15,358 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 20, 2026 | Tax withholding | −438 | $57.53 | $25.20K | 15,745 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 20, 2026 | Tax withholding | −875 | $57.53 | $50.34K | 16,183 |
| Douglas H. Shulman President & CEO, Director | Feb 20, 2026 | Tax withholding | −11,430 | $57.53 | $657.57K | 255,167 |
| Douglas H. Shulman President & CEO, Director | Feb 20, 2026 | Tax withholding | −17,163 | $57.53 | $987.39K | 277,867 |
| Douglas H. Shulman President & CEO, Director | Feb 20, 2026 | Tax withholding | −11,270 | $57.53 | $648.36K | 266,597 |
| Roy A. Guthrie Director | Feb 11, 2026 | Award | +3,243 | – | – | 35,358 |
| Douglas H. Shulman President & CEO, Director | Feb 11, 2026 | Award | +77,724 | – | – | 295,030 |
| Richard A. Smith Director | Feb 11, 2026 | Award | +3,243 | – | – | 30,812 |
| Micah R. Conrad EVP & COO | Feb 11, 2026 | Award | +18,326 | – | – | 121,817 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 11, 2026 | Award | +2,919 | – | – | 18,098 |
| Christopher A. Halmy Director | Feb 11, 2026 | Award | +3,243 | – | – | 4,810 |
| Phyllis R. Caldwell Director | Feb 11, 2026 | Award | +3,243 | – | – | 18,246 |
| Jeannette E. Osterhout EVP & CFO | Feb 11, 2026 | Award | +24,326 | – | – | 100,460 |
| Philip Bronner Director | Feb 11, 2026 | Award | +3,243 | – | – | 16,945 |
| Andrew D. Macdonald Director | Feb 11, 2026 | Award | +3,243 | – | – | 5,461 |
| Toos Daruvala Director | Feb 11, 2026 | Award | +3,243 | – | – | 16,171 |
| Micah R. Conrad EVP & COO | Jan 14, 2026 | Award | +31,454 | – | – | 119,675 |
| Micah R. Conrad EVP & COO | Jan 14, 2026 | Tax withholding | −16,184 | $66.37 | $1.07M | 103,491 |
| Douglas H. Shulman President & CEO, Director | Jan 14, 2026 | Award | +111,727 | – | – | 285,827 |
| Douglas H. Shulman President & CEO, Director | Jan 14, 2026 | Tax withholding | −68,521 | $66.37 | $4.55M | 217,306 |
| Jeannette E. Osterhout EVP & CFO | Jan 14, 2026 | Tax withholding | −14,702 | $66.37 | $975.77K | 76,134 |
| Jeannette E. Osterhout EVP & CFO | Jan 14, 2026 | Award | +26,356 | – | – | 90,836 |
| Douglas H. Shulman President & CEO, Director | Jan 2, 2026 | Sale(10b5-1 plan) | −22,500 | $68.44 | $1.54M | 194,100 |
| Douglas H. Shulman President & CEO, Director | Jan 2, 2026 | Sale(10b5-1 plan) | −20,000 | $68.37 | $1.37M | 174,100 |
| Douglas H. Shulman President & CEO, Director | Jan 2, 2026 | Sale(10b5-1 plan) | −15,000 | $68.44 | $1.03M | 216,600 |
| Michael A. Hedlund pao, SVP and Group Controller | Nov 26, 2025 | Sale(10b5-1 plan) | −652 | $62.00 | $40.42K | 15,179 |
| Micah R. Conrad EVP & COO | Nov 7, 2025 | Sale | −5,000 | $59.20 | $296.00K | 88,221 |
| Douglas H. Shulman President & CEO, Director | Nov 3, 2025 | Sale(10b5-1 plan) | −35,000 | $59.54 | $2.08M | 231,600 |
| Douglas H. Shulman President & CEO, Director | Sep 5, 2025 | Gift | −8,500 | – | – | 266,600 |
| Micah R. Conrad EVP & COO | Sep 5, 2025 | Tax withholding | −4,786 | $62.61 | $299.65K | 93,221 |
| Jeannette E. Osterhout EVP & CFO | Aug 20, 2025 | Tax withholding | −6,913 | $58.22 | $402.47K | 64,480 |
| Douglas H. Shulman President & CEO, Director | Jul 29, 2025 | Sale(10b5-1 plan) | −35,000 | $59.47 | $2.08M | 275,100 |
| Douglas H. Shulman President & CEO, Director | Jul 16, 2025 | Tax withholding | −13,825 | $57.24 | $791.34K | 310,100 |
| Micah R. Conrad EVP & COO | Jul 3, 2025 | Sale(10b5-1 plan) | −3,000 | $60.00 | $180.00K | 98,007 |
| Micah R. Conrad EVP & COO | Jul 1, 2025 | Sale(10b5-1 plan) | −4,000 | $58.02 | $232.08K | 101,007 |
| Micah R. Conrad EVP & COO | Jun 30, 2025 | Sale(10b5-1 plan) | −3,000 | $56.87 | $170.61K | 105,007 |
| Douglas H. Shulman President & CEO, Director | Jun 16, 2025 | Sale(10b5-1 plan) | −20,000 | $52.56 | $1.05M | 323,925 |
| Christopher A. Halmy Director | Jun 11, 2025 | Award | +1,567 | – | – | 1,567 |
| Micah R. Conrad EVP & COO | May 28, 2025 | Sale | −5,000 | $52.21 | $261.05K | 108,007 |
| Douglas H. Shulman President & CEO, Director | May 1, 2025 | Sale(10b5-1 plan) | −25,000 | $47.49 | $1.19M | 343,925 |
| Douglas H. Shulman President & CEO, Director | Apr 29, 2025 | Sale(10b5-1 plan) | −40,000 | $50.00 | $2.00M | 368,925 |
| Andrew D. Macdonald Director | Mar 17, 2025 | Award | +2,218 | – | – | 2,218 |
| Michael A. Hedlund pao, SVP and Group Controller | Feb 21, 2025 | Sale(10b5-1 plan) | −2,808 | $56.09 | $157.50K | 15,831 |
| Jeannette E. Osterhout EVP & CFO | Feb 20, 2025 | Tax withholding | −2,869 | $57.09 | $163.79K | 71,393 |
| Jeannette E. Osterhout EVP & CFO | Feb 20, 2025 | Tax withholding | −4,049 | $57.09 | $231.16K | 74,262 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.52%
4M shares short
Days to cover
4.3
At 1M shares a day
Change since last report
-2.4%
From 4M shares
Short volume, 20 days
56.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of OneMain's stock actually held short. Settlement fails (shares not delivered on time) peaked at 7,696 shares on Oct 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Micah R. Conrad Officer | Aug 4, 2026 | 5,000 | $327.50K | Aug 4, 2026 | Stock Award |
| Michael A. Hedlund Officer | Jul 29, 2026 | 2,500 | $160.00K | Jul 29, 2026 | Restricted Stock Vesting |
| Micah R. Conrad Officer | Jun 29, 2026 | 5,000 | $310.00K | Jun 29, 2026 | Stock Award |
| Michael A. Hedlund Officer | Jun 29, 2026 | 1,848 | $114.58K | Jun 29, 2026 | Restricted Stock Vesting |
| Micah R. Conrad Officer | Apr 17, 2026 | 5,000 | $300.00K | Apr 17, 2026 | Stock Award |
| Micah R. Conrad Officer | Feb 26, 2026 | 5,000 | $290.00K | Feb 26, 2026 | Stock Award |
| Douglas H. Shulman Officer, Director | Jan 2, 2026 | 57,500 | $3.93M | Jan 2, 2026 | Restricted Stock Vesting |
| Michael A. Hedlund Officer | Nov 26, 2025 | 652 | $40.42K | Nov 26, 2025 | Restricted Stock Vesting |
| Micah R. Conrad Officer | Nov 7, 2025 | 5,000 | $296.00K | Nov 7, 2025 | Stock Award |
| Douglas H. Shulman Officer, Director | Nov 3, 2025 | 35,000 | $2.08M | Nov 3, 2025 | Restricted Stock Vesting |
| Douglas H. Shulman Officer, Director | Jul 29, 2025 | 35,000 | $2.08M | Jul 29, 2025 | Restricted Stock Vesting |
| Micah R. Conrad Officer | Jul 3, 2025 | 3,000 | $180.00K | Jul 3, 2025 | Stock Award |
| Micah R. Conrad Officer | Jul 1, 2025 | 4,000 | $232.00K | Jul 1, 2025 | Stock Award |
| Micah R. Conrad Officer | Jun 30, 2025 | 3,000 | $171.00K | Jun 30, 2025 | Stock Award |
| Douglas H. Shulman Officer, Director | Jun 16, 2025 | 20,000 | $1.05M | Jun 16, 2025 | Restricted Stock Vesting |
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