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Orion (OEC) Institutional Ownership

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$5.78 +0.15 (+2.57%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$5.80 +0.02 (+0.35%)
As of 10/2/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
94.33%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$132.33M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$32.02M
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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
10/2/2026 Versant Capital Management Inc7,737$43K0.0%-22.0%0.014%
9/9/2026Engineers Gate Manager LP81,806$542K0.0%-64.6%0.145%
9/9/2026Integrated Wealth Concepts LLC9,649$64K0.0%N/A0.017%
9/8/2026Allworth Financial LP4,235$28K0.0%+70.6%0.007%
8/27/2026Corient Private Wealth LP29,183$194K0.0%+153.8%0.052%
8/21/2026AXQ Capital LP19,263$128K0.0%N/A0.034%
8/20/2026Proficio Capital Partners LLC13,433$89K0.0%N/A0.024%
8/20/2026Penn Capital Management Company LLC64,679$429K0.0%-68.4%0.114%
8/18/2026Public Employees Retirement System of Ohio45,415$301K0.0%N/A0.080%
8/17/2026Proficio Capital Partners LLC13,433$89K0.0%N/A0.024%
8/17/2026Corient Private Wealth LP11,766$78K0.0%N/A0.021%
8/17/2026Bank of America Corp DE313,790$2.08M0.0%N/A0.555%
8/15/2026Odyssean LLC35,294$234K0.0%N/A0.062%
8/15/2026Man Group plc50,995$338K0.0%N/A0.090%
8/14/2026PDT Partners LLC71,870$476K0.0%N/A0.127%
8/14/2026Canada Pension Plan Investment Board91,800$609K0.0%N/A0.162%
8/14/2026Legal & General Group Plc5,762$38K0.0%N/A0.010%
8/14/2026The Manufacturers Life Insurance Company15,962$106K0.0%N/A0.028%
8/14/2026Algert Global LLC30,780$204K0.0%N/A0.054%
8/12/2026Ieq Capital LLC190,101$1.26M0.0%N/A0.336%
8/12/2026JB Capital Partners LP335,000$2.21M0.0%N/A0.593%
8/11/2026Keating Financial Advisory Services Inc.5,637$37K0.0%N/A0.010%
8/11/2026Allworth Financial LP4,235$28K0.0%N/A0.007%
8/11/2026Vise Technologies Inc.12,271$81K0.0%N/A0.022%
8/10/2026Tocqueville Asset Management L.P.70,403$467K0.0%N/A0.125%
8/7/2026Pzena Investment Management LLC4,771,969$31.64M0.1%N/A8.462%
8/7/2026BlackRock Inc.4,207,863$27.90M0.0%N/A7.462%
8/7/2026Deutsche Bank AG54,231$360K0.0%N/A0.096%
8/6/2026Bank of New York Mellon Corp175,405$1.16M0.0%N/A0.311%
8/6/2026State of Wyoming48,888$324K0.0%N/A0.087%
8/6/2026GSA Capital Partners LLP209,368$1.39M0.1%N/A0.371%
7/2/2026 Versant Capital Management Inc9,925$66K0.0%+26.4%0.018%
5/26/2026Glenmede Trust Co. NA16,694$109K0.0%+48.0%0.030%
5/19/2026Bank of America Corp DE248,838$1.62M0.0%+91.2%0.441%
5/18/2026Royal Bank of Canada139,640$908K0.0%+46.1%0.248%
5/16/2026The Manufacturers Life Insurance Company15,790$103K0.0%-13.1%0.028%
5/16/2026Quantinno Capital Management LP252,122$1.64M0.0%+31.7%0.447%
5/16/2026Lazard Asset Management LLC409,592$2.66M0.0%+13.2%0.726%
5/14/2026Renaissance Technologies LLC101,296$658K0.0%-5.2%0.180%
5/14/2026Public Employees Retirement System of Ohio44,475$289K0.0%+299.0%0.079%
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5/14/2026Arrowstreet Capital Limited Partnership46,637$303K0.0%-61.7%0.083%
5/14/2026Sei Investments Co.413,968$2.69M0.0%+80.3%0.734%
5/14/2026State of Wyoming59,944$390K0.0%-8.6%0.106%
5/7/2026Dimensional Fund Advisors LP2,060,438$13.39M0.0%-6.4%3.654%
5/5/2026Bank of New York Mellon Corp166,563$1.08M0.0%-8.3%0.295%
5/4/2026Principal Financial Group Inc.192,713$1.25M0.0%N/A0.342%
4/28/2026Abel Hall LLC12,323$80K0.0%N/A0.022%
4/25/2026Pzena Investment Management LLC4,599,907$29.90M0.1%+0.4%8.175%
4/23/2026Inspire Investing LLC81,117$527K0.0%-10.2%0.144%
4/20/2026Blue Trust Inc.8,431$55K0.0%N/A0.015%
2/26/2026Alpine Global Management LLC17,224$91K0.0%N/A0.031%
2/26/2026Aristides Capital LLC38,200$202K0.0%N/A0.068%
2/19/2026Invesco Ltd.1,807,965$9.55M0.0%+0.4%3.220%
2/18/2026Mercer Global Advisors Inc. ADV72,571$383K0.0%+31.0%0.129%
2/18/2026Fuller & Thaler Asset Management Inc.797,905$4.21M0.0%+68.7%1.421%
2/18/2026XTX Topco Ltd15,531$82K0.0%N/A0.028%
2/18/2026Susquehanna Fundamental Investments LLC31,208$165K0.0%-61.2%0.056%
2/18/2026Oxford Asset Management LLP58,347$308K0.1%N/A0.104%
2/18/2026Odyssean LLC35,294$186K0.1%N/A0.063%
2/18/2026Millennium Management LLC487,960$2.58M0.0%-10.7%0.869%
2/18/2026Inspire Investing LLC90,363$477K0.0%+48.4%0.161%
2/18/2026Invenomic Capital Management LP642,789$3.39M0.2%+1.2%1.145%
2/18/2026Engineers Gate Manager LP170,232$899K0.0%-5.5%0.303%
2/18/2026CastleKnight Management LP471,941$2.49M0.1%+376.2%0.841%
2/18/2026Boothbay Fund Management LLC22,440$118K0.0%N/A0.040%
2/17/2026AQR Capital Management LLC874,279$4.62M0.0%+361.3%1.557%
2/17/2026Lazard Asset Management LLC361,690$1.91M0.0%N/A0.644%
2/17/2026Jain Global LLC17,963$95K0.0%N/A0.032%
2/17/2026Wealthedge Investment Advisors LLC48,001$253K0.1%-30.5%0.085%
2/17/2026Trexquant Investment LP171,250$904K0.0%-37.6%0.305%
2/17/2026Jump Financial LLC172,400$910K0.0%+22.3%0.307%
2/17/2026Price T Rowe Associates Inc. MD72,933$386K0.0%+148.6%0.130%
2/17/2026Public Employees Retirement System of Ohio11,147$59K0.0%+277.5%0.020%
2/17/2026Russell Investments Group Ltd.134,550$710K0.0%+2.0%0.240%
2/17/2026Atom Investors LP307,366$1.62M0.1%+27.0%0.547%
2/17/2026Royal Bank of Canada95,611$504K0.0%+38.4%0.170%
2/17/2026Graham Capital Management L.P.57,204$302K0.0%+18.7%0.102%
2/16/2026Squarepoint Ops LLC175,479$927K0.0%-7.4%0.313%
2/16/2026Verition Fund Management LLC18,800$99K0.0%-96.8%0.033%
2/16/2026Mariner LLC25,645$135K0.0%N/A0.046%
2/16/2026Barclays PLC99,612$526K0.0%+16.2%0.177%
2/16/2026Brown Advisory Inc.2,122,299$11.21M0.0%-13.4%3.780%
2/13/2026Marshall Wace LLP69,524$367K0.0%+46.9%0.124%
2/13/2026Quinn Opportunity Partners LLC647,563$3.42M0.1%+56.1%1.153%
2/13/2026Quarry LP5,861$31K0.0%+430.9%0.010%
2/13/2026Jacobs Levy Equity Management Inc.228,105$1.20M0.0%+1,299.3%0.406%
2/13/2026First Trust Advisors LP177,894$939K0.0%+2.7%0.317%
2/13/2026Charles Schwab Investment Management Inc.1,404,458$7.42M0.0%+20.2%2.501%
2/13/2026Ingalls & Snyder LLC256,336$1.35M0.0%-28.4%0.457%
2/13/2026State Street Corp1,197,890$6.35M0.0%-11.9%2.133%
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2/13/2026Ieq Capital LLC44,994$238K0.0%N/A0.080%
2/13/2026Wells Fargo & Company MN62,417$330K0.0%+45.0%0.111%
2/13/2026JB Capital Partners LP335,000$1.77M0.3%N/A0.597%
2/12/2026HRT Financial LP160,686$848K0.0%-22.0%0.286%
2/12/2026MetLife Investment Management LLC30,641$162K0.0%+5.8%0.055%
2/12/2026Aristides Capital LLC38,200$202K0.0%N/A0.068%
2/12/2026Renaissance Technologies LLC106,796$564K0.0%-51.8%0.190%
2/12/2026Dimensional Fund Advisors LP2,201,339$11.62M0.0%-6.3%3.920%
2/12/2026New York State Common Retirement Fund11,867$63K0.0%-32.8%0.021%
2/12/2026Fuller & Thaler Asset Management Inc.797,905$4.21M0.0%+68.7%1.421%


OEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 institutional investors and hedge funds held shares of Orion. The most heavily invested institutionals were 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), Schroder Investment Management Group ($14.90M), and D. E. Shaw & Co. Inc. ($14.66M).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 181 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 20,228,215 shares in the last 24 months. This purchase volume represents approximately $132.33M in transactions.

Of the 46 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 4,985,438 shares in the last 24 months. This volume of shares sold represents approximately $32.02M 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 10/2/2026. New 13F filings are added each quarter as they're published.
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