Junto Capital Management’s Omnicom Group OMC Stock Holding History

Junto Capital Management’s Portfolio OMC Stock Details OMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,010,474	Closed	-$81.6M	–	115
2025 Q4	$81.6M	Buy	+1,010,474	New	+$77.2M	1.8%	16
2025 Q3	–	Sell	-714,467	Closed	-$51.4M	–	99
2025 Q2	$51.4M	Buy	+714,467	New	+$52.8M	1.07%	41
2025 Q1	–	Sell	-544,520	Closed	-$46.9M	–	100
2024 Q4	$46.9M	Buy	544,520 +63,014	+13%	+$6.25M	0.91%	39
2024 Q3	$49.8M	Buy	+481,506	New	+$46.3M	1.1%	43
2024 Q1	–	Sell	-502,851	Closed	-$43.5M	–	92
2023 Q4	$43.5M	Buy	+502,851	New	+$39.6M	0.97%	45
2023 Q3	–	Sell	-247,247	Closed	-$23.5M	–	89
2023 Q2	$23.5M	Sell	247,247 -166,683	-40%	-$15.5M	0.6%	56
2023 Q1	$39.1M	Sell	413,930 -12	-0%	-$1.06K	1.08%	38
2022 Q4	$33.8M	Buy	413,942 +71,184	+21%	+$5.28M	0.96%	49
2022 Q3	$21.6M	Buy	+342,758	New	+$23.2M	0.6%	60
2020 Q3	–	Sell	-770,015	Closed	-$42M	–	63
2020 Q2	$42M	Buy	+770,015	New	+$41.9M	1.8%	29

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Junto Capital Management's OMC Position: Q1 2026 in Review

Junto Capital Management sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 1,010,474 shares — an estimated $81.6M sold.

Junto Capital Management first reported a position in OMC in Q2 2020 and held it in 10 quarters. The position peaked at $81.6M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

Junto Capital Management reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
Junto Capital Management sold 1,010,474 Omnicom Group shares in Q1 2026, an estimated $81.6M.
Junto Capital Management first reported a position in Omnicom Group in Q2 2020 and held it in 10 quarters.
Junto Capital Management's Omnicom Group position peaked at $81.6M in Q4 2025.
1,131 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.