Go Pro

Orion (OEC) Institutional Ownership

Orion logo
$6.01 +0.32 (+5.69%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$5.82 -0.19 (-3.16%)
As of 07:37 AM 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)
116
Total
Institutional Inflows
(last 12 months)
$102.12M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$66.31M
Get OEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Orion stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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 Company 15,790$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%
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%
BNZI Lands a Zacks Upgrade! (Ad)

Banzai International (NASDAQ: BNZI) just received a Zacks Rank 2 (Buy) upgrade, driven by improving earnings estimate revisions and growing analyst confidence in its AI-powered sales and marketing platform. With gross margins above 80%, a $5.5 million annualized cost reduction program already underway, $7.4 million in year-to-date debt reduction, and a new distribution alliance with Ingram Micro, BNZI is aligning multiple catalysts heading into Q3.tc pixel

See why BNZI may be worth adding to your watchlist now
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%
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%
2/11/2026CSM Advisors LLC293,543$1.55M0.0%-45.6%0.523%
2/11/2026Deutsche Bank AG41,785$221K0.0%-3.2%0.074%
2/11/2026Cerity Partners LLC40,473$214K0.0%+295.0%0.072%
2/11/2026CenterBook Partners LP378,517$2.00M0.1%-6.0%0.674%
2/11/2026JPMorgan Chase & Co.823,238$4.35M0.0%+14.7%1.466%
2/11/2026State of Wyoming65,590$346K0.0%+164.6%0.117%
2/10/2026Performa Ltd US LLC7,900$42K0.0%+690.0%0.014%
2/10/2026Goldman Sachs Group Inc.371,264$1.96M0.0%+41.7%0.661%
2/10/2026AXQ Capital LP28,917$153K0.0%+101.7%0.051%
2/10/2026Minneapolis Portfolio Management Group LLC846,185$4.47M0.5%-2.2%1.507%
2/10/2026Intech Investment Management LLC27,111$143K0.0%-12.8%0.048%
2/10/2026Carnegie Lake Advisors LLC137,456$726K0.3%-30.2%0.245%
2/9/2026Geode Capital Management LLC1,334,075$7.05M0.0%-0.4%2.376%
2/9/2026Penn Capital Management Company LLC58,785$310K0.0%N/A0.105%
2/6/2026LSV Asset Management207,500$1.10M0.0%-1.8%0.370%
2/6/2026Pzena Investment Management LLC4,582,596$24.20M0.1%-2.4%8.161%
2/6/2026Mraz Amerine & Associates Inc.32,655$172K0.0%+95.4%0.058%
2/6/2026Diamond Hill Capital Management Inc.332,594$1.76M0.0%+8.2%0.592%
2/6/2026GSA Capital Partners LLP158,662$838K0.1%-14.5%0.283%
2/6/2026ProShare Advisors LLC10,131$53K0.0%N/A0.018%
2/5/2026Gamco Investors INC. ET AL57,341$303K0.0%-13.5%0.102%
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (Ad)

The Department of Justice recently argued in court that cash may not be legally your property - raising concerns about government authority to freeze or seize private accounts. Greece raided pensions. Cyprus drained bank accounts. Poland seized retirement funds. Priority Gold has put together a free Wealth Defense Guide for Americans looking to move assets beyond potential government reach.tc pixel

Download your free Wealth Defense Guide and review your options today
2/4/2026West Tower Group LLC86,538$457K1.0%-21.8%0.154%
2/3/2026Sequoia Financial Advisors LLC12,340$65K0.0%+16.4%0.022%
2/3/2026Tweedy Browne Co LLC39,157$207K0.0%+16.7%0.070%
2/2/2026Strs Ohio110,000$581K0.0%+54.7%0.196%
1/30/2026Secured Retirement Advisors LLC52,797$279K0.2%-9.3%0.094%
1/29/2026Inscription Capital LLC22,426$118K0.0%N/A0.040%
1/26/2026CWM LLC14,594$77K0.0%+100.0%0.026%
1/23/2026State of Alaska Department of Revenue20,880$109K0.0%+594.8%0.037%
1/14/2026Exchange Traded Concepts LLC39,157$207K0.0%+16.7%0.070%
1/9/2026SG Americas Securities LLC17,314$91K0.0%N/A0.031%


OEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 institutional investors and hedge funds held shares of Orion. The most heavily invested institutionals were Pzena Investment Management LLC ($29.90M), Harvey Partners LLC ($25.44M), Inherent Group LP ($22.88M), 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 179 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 ($2.35M), Medina Value Partners LLC ($879.48K), EVR Research LP ($800K), American Century Companies Inc. ($790.07K), AQR Capital Management LLC ($782.96K), Fuller & Thaler Asset Management Inc. ($752.02K), and William Blair Investment Management LLC ($701.69K).

Institutional investors have bought a total of 13,340,609 shares in the last 24 months. This purchase volume represents approximately $102.12M in transactions.

Of the 54 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: William Blair Investment Management LLC ($2.85M), Minneapolis Portfolio Management Group LLC ($1.11M), Verition Fund Management LLC ($563.34K), Brown Advisory Inc. ($494.42K), Heartland Advisors Inc. ($400K), Millennium Management LLC ($395.88K), and Dimensional Fund Advisors LP ($289.98K).

Institutional investors have sold a total of 8,137,182 shares in the last 24 months. This volume of shares sold represents approximately $66.31M in transactions.



This page (NYSE:OEC) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners