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Orion (OEC) Institutional Ownership

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$6.09 -0.03 (-0.49%)
As of 08/21/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Orion (NYSE:OEC)

Current
Institutional Ownership
Percentage
94.33%
Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$133.84M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$31.02M
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OEC Institutional Buying and Selling by Quarter

Orion Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026California State Teachers Retirement System5,125$34K0.0%+70.7%0.009%
8/21/2026 AXQ Capital LP19,263$128K0.0%N/A0.034%
8/20/2026 Proficio Capital Partners LLC13,433$89K0.0%N/A0.024%
8/20/2026 Penn Capital Management Company LLC64,679$429K0.0%-68.4%0.114%
8/18/2026 Public Employees Retirement System of Ohio45,415$301K0.0%N/A0.080%
8/17/2026 Proficio Capital Partners LLC13,433$89K0.0%N/A0.024%
8/17/2026 Corient Private Wealth LP11,766$78K0.0%N/A0.021%
8/17/2026 Bank of America Corp DE313,790$2.08M0.0%N/A0.555%
8/15/2026 Odyssean LLC35,294$234K0.0%N/A0.062%
8/15/2026 Man Group plc50,995$338K0.0%N/A0.090%
8/14/2026 PDT Partners LLC71,870$476K0.0%N/A0.127%
8/14/2026 Canada Pension Plan Investment Board91,800$609K0.0%N/A0.162%
8/14/2026 Legal & General Group Plc5,762$38K0.0%N/A0.010%
8/14/2026 The Manufacturers Life Insurance Company 15,962$106K0.0%N/A0.028%
8/14/2026 Algert Global LLC30,780$204K0.0%N/A0.054%
8/12/2026 Ieq Capital LLC190,101$1.26M0.0%N/A0.336%
8/12/2026 JB Capital Partners LP335,000$2.21B0.3%N/A0.593%
8/11/2026 Keating Financial Advisory Services Inc.5,637$37K0.0%N/A0.010%
8/11/2026 Allworth Financial LP4,235$28K0.0%N/A0.007%
8/11/2026 Vise Technologies Inc.12,271$81K0.0%N/A0.022%
8/10/2026 Tocqueville Asset Management L.P.70,403$467K0.0%N/A0.125%
8/7/2026 Pzena Investment Management LLC4,771,969$31.64M0.1%N/A8.462%
8/7/2026 BlackRock Inc.4,207,863$27.90M0.0%N/A7.462%
8/7/2026 Deutsche Bank AG54,231$360K0.0%N/A0.096%
8/6/2026 Bank of New York Mellon Corp175,405$1.16M0.0%N/A0.311%
8/6/2026 State of Wyoming48,888$324K0.0%N/A0.087%
8/6/2026 GSA Capital Partners LLP209,368$1.39M0.1%N/A0.371%
7/2/2026 Versant Capital Management Inc9,925$66K0.0%+26.4%0.018%
5/26/2026 Glenmede Trust Co. NA16,694$109K0.0%+48.0%0.030%
5/19/2026 Bank of America Corp DE248,838$1.62M0.0%+91.2%0.441%
5/18/2026 Royal Bank of Canada139,640$908K0.0%+46.1%0.248%
5/16/2026 The Manufacturers Life Insurance Company15,790$103K0.0%-13.1%0.028%
5/16/2026 Quantinno Capital Management LP252,122$1.64M0.0%+31.7%0.447%
5/16/2026 Lazard Asset Management LLC409,592$2.66M0.0%+13.2%0.726%
5/14/2026 Renaissance Technologies LLC101,296$658K0.0%-5.2%0.180%
5/14/2026 Public Employees Retirement System of Ohio44,475$289K0.0%+299.0%0.079%
5/14/2026 Arrowstreet Capital Limited Partnership46,637$303K0.0%-61.7%0.083%
5/14/2026 Sei Investments Co.413,968$2.69M0.0%+80.3%0.734%
5/14/2026 State of Wyoming59,944$390K0.0%-8.6%0.106%
5/7/2026 Dimensional Fund Advisors LP2,060,438$13.39M0.0%-6.4%3.654%
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5/5/2026 Bank of New York Mellon Corp166,563$1.08M0.0%-8.3%0.295%
5/4/2026 Principal Financial Group Inc.192,713$1.25M0.0%N/A0.342%
4/28/2026 Abel Hall LLC12,323$80K0.0%N/A0.022%
4/25/2026 Pzena Investment Management LLC4,599,907$29.90M0.1%+0.4%8.175%
4/23/2026 Inspire Investing LLC81,117$527K0.0%-10.2%0.144%
4/20/2026 Blue Trust Inc.8,431$55K0.0%N/A0.015%
2/26/2026 Alpine Global Management LLC17,224$91K0.0%N/A0.031%
2/26/2026 Aristides Capital LLC38,200$202K0.0%N/A0.068%
2/19/2026 Invesco Ltd.1,807,965$9.55M0.0%+0.4%3.220%
2/18/2026 Mercer Global Advisors Inc. ADV72,571$383K0.0%+31.0%0.129%
2/18/2026 Fuller & Thaler Asset Management Inc.797,905$4.21M0.0%+68.7%1.421%
2/18/2026 XTX Topco Ltd15,531$82K0.0%N/A0.028%
2/18/2026 Susquehanna Fundamental Investments LLC31,208$165K0.0%-61.2%0.056%
2/18/2026 Oxford Asset Management LLP58,347$308K0.1%N/A0.104%
2/18/2026 Odyssean LLC35,294$186K0.1%N/A0.063%
2/18/2026 Millennium Management LLC487,960$2.58M0.0%-10.7%0.869%
2/18/2026 Inspire Investing LLC90,363$477K0.0%+48.4%0.161%
2/18/2026 Invenomic Capital Management LP642,789$3.39M0.2%+1.2%1.145%
2/18/2026 Engineers Gate Manager LP170,232$899K0.0%-5.5%0.303%
2/18/2026 CastleKnight Management LP471,941$2.49M0.1%+376.2%0.841%
2/18/2026 Boothbay Fund Management LLC22,440$118K0.0%N/A0.040%
2/17/2026 AQR Capital Management LLC874,279$4.62M0.0%+361.3%1.557%
2/17/2026 Lazard Asset Management LLC361,690$1.91M0.0%N/A0.644%
2/17/2026 Jain Global LLC17,963$95K0.0%N/A0.032%
2/17/2026 Wealthedge Investment Advisors LLC48,001$253K0.1%-30.5%0.085%
2/17/2026 Trexquant Investment LP171,250$904K0.0%-37.6%0.305%
2/17/2026 Jump Financial LLC172,400$910K0.0%+22.3%0.307%
2/17/2026 Price T Rowe Associates Inc. MD72,933$386K0.0%+148.6%0.130%
2/17/2026 Public Employees Retirement System of Ohio11,147$59K0.0%+277.5%0.020%
2/17/2026 Russell Investments Group Ltd.134,550$710K0.0%+2.0%0.240%
2/17/2026 Atom Investors LP307,366$1.62M0.1%+27.0%0.547%
2/17/2026 Royal Bank of Canada95,611$504K0.0%+38.4%0.170%
2/17/2026 Graham Capital Management L.P.57,204$302K0.0%+18.7%0.102%
2/16/2026 Squarepoint Ops LLC175,479$927K0.0%-7.4%0.313%
2/16/2026 Verition Fund Management LLC18,800$99K0.0%-96.8%0.033%
2/16/2026 Mariner LLC25,645$135K0.0%N/A0.046%
2/16/2026 Barclays PLC99,612$526K0.0%+16.2%0.177%
2/16/2026 Brown Advisory Inc.2,122,299$11.21M0.0%-13.4%3.780%
2/13/2026 Marshall Wace LLP69,524$367K0.0%+46.9%0.124%
2/13/2026 Quinn Opportunity Partners LLC647,563$3.42M0.1%+56.1%1.153%
2/13/2026 Quarry LP5,861$31K0.0%+430.9%0.010%
2/13/2026 Jacobs Levy Equity Management Inc.228,105$1.20M0.0%+1,299.3%0.406%
2/13/2026 First Trust Advisors LP177,894$939K0.0%+2.7%0.317%
2/13/2026 Charles Schwab Investment Management Inc.1,404,458$7.42M0.0%+20.2%2.501%
2/13/2026 Ingalls & Snyder LLC256,336$1.35M0.0%-28.4%0.457%
2/13/2026 State Street Corp1,197,890$6.35M0.0%-11.9%2.133%
2/13/2026 Ieq Capital LLC44,994$238K0.0%N/A0.080%
2/13/2026 Wells Fargo & Company MN62,417$330K0.0%+45.0%0.111%
2/13/2026 JB Capital Partners LP335,000$1.77M0.3%N/A0.597%
2/12/2026 HRT Financial LP160,686$848K0.0%-22.0%0.286%
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2/12/2026 MetLife Investment Management LLC30,641$162K0.0%+5.8%0.055%
2/12/2026 Aristides Capital LLC38,200$202K0.0%N/A0.068%
2/12/2026 Renaissance Technologies LLC106,796$564K0.0%-51.8%0.190%
2/12/2026 Dimensional Fund Advisors LP2,201,339$11.62M0.0%-6.3%3.920%
2/12/2026 New York State Common Retirement Fund11,867$63K0.0%-32.8%0.021%
2/12/2026 Fuller & Thaler Asset Management Inc.797,905$4.21M0.0%+68.7%1.421%
2/11/2026 CSM Advisors LLC293,543$1.55M0.0%-45.6%0.523%
2/11/2026 Deutsche Bank AG41,785$221K0.0%-3.2%0.074%
2/11/2026 Cerity Partners LLC40,473$214K0.0%+295.0%0.072%
2/11/2026 CenterBook Partners LP378,517$2.00M0.1%-6.0%0.674%


OEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 institutional investors and hedge funds held shares of Orion. The most heavily invested institutionals were JB Capital Partners LP ($2.21B), Pzena Investment Management LLC ($31.64M), BlackRock Inc. ($27.90M), Harvey Partners LLC ($25.44M), Divisar Capital Management LLC ($18.57M), American Century Companies Inc. ($16.21M), and Schroder Investment Management Group ($14.90M).Learn more on Orion's institutional investors.

94.33% of Orion's stock is owned by institutional investors. Learn more on OEC's institutional investor holdings.

Of the 180 institutional investors that purchased Orion's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pzena Investment Management LLC ($7.13M), BlackRock Inc. ($4.21M), Medina Value Partners LLC ($879.48K), EVR Research LP ($800K), AQR Capital Management LLC ($753.80K), Fuller & Thaler Asset Management Inc. ($752.02K), and JB Capital Partners LP ($670K).

Institutional investors have bought a total of 20,359,850 shares in the last 24 months. This purchase volume represents approximately $133.83M in transactions.

Of the 45 institutional investors that sold Orion's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Minneapolis Portfolio Management Group LLC ($1.11M), Verition Fund Management LLC ($563.34K), Heartland Advisors Inc. ($400K), Millennium Management LLC ($395.88K), Brown Advisory Inc. ($327.24K), Dimensional Fund Advisors LP ($289.98K), and CSM Advisors LLC ($246.42K).

Institutional investors have sold a total of 4,833,834 shares in the last 24 months. This volume of shares sold represents approximately $31.02M in transactions.



Institutional ownership data for NYSE:OEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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