Free Trial

Orion (OEC) Institutional Ownership

Orion logo
$7.26 +0.01 (+0.14%)
As of 02:40 PM Eastern
This is a fair market value 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)
118
Total
Institutional Inflows
(last 12 months)
$113.53M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$76.33M
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
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%
5/7/2026 Dimensional Fund Advisors LP2,060,438$13.39M0.0%-6.4%3.654%
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%
2/26/2026Alpine Global Management LLC17,224$91K0.0%N/A0.031%
2/26/2026Aristides Capital LLC38,200$202K0.0%N/A0.068%
2/19/2026 Invesco Ltd.1,807,965$9.55M0.0%+0.4%3.220%
2/18/2026Mercer 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%
2/18/2026 Inspire 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%
2/17/2026 Wealthedge 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%
2/17/2026 Russell 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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

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%
2/13/2026 Wells 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%
2/12/2026 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%
2/12/2026Fuller & 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%
2/11/2026 Deutsche Bank AG41,785$221K0.0%-3.2%0.074%
2/11/2026Cerity Partners LLC40,473$214K0.0%+295.0%0.072%
2/11/2026 CenterBook 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%
2/10/2026 Performa 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%
2/10/2026 Minneapolis Portfolio Management Group LLC846,185$4.47M0.5%-2.2%1.507%
2/10/2026 Intech Investment Management LLC27,111$143K0.0%-12.8%0.048%
2/10/2026 Carnegie 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%
2/9/2026 Penn Capital Management Company LLC58,785$310K0.0%N/A0.105%
2/6/2026 LSV Asset Management207,500$1.10M0.0%-1.8%0.370%
2/6/2026 Pzena Investment Management LLC4,582,596$24.20M0.1%-2.4%8.161%
2/6/2026 Mraz Amerine & Associates Inc.32,655$172K0.0%+95.4%0.058%
2/6/2026 Diamond Hill Capital Management Inc.332,594$1.76M0.0%+8.2%0.592%
2/6/2026 GSA Capital Partners LLP158,662$838K0.1%-14.5%0.283%
2/6/2026 ProShare Advisors LLC10,131$53K0.0%N/A0.018%
2/5/2026Gamco Investors INC. ET AL57,341$303K0.0%-13.5%0.102%
2/4/2026 West Tower Group LLC86,538$457K1.0%-21.8%0.154%
2/3/2026 Sequoia Financial Advisors LLC12,340$65K0.0%+16.4%0.022%
2/3/2026 Tweedy Browne Co LLC39,157$207K0.0%+16.7%0.070%
2/2/2026 Strs Ohio110,000$581K0.0%+54.7%0.196%
1/30/2026 Secured Retirement Advisors LLC52,797$279K0.2%-9.3%0.094%
1/29/2026 Inscription Capital LLC22,426$118K0.0%N/A0.040%
1/26/2026CWM LLC14,594$77K0.0%+100.0%0.026%
1/23/2026 State of Alaska Department of Revenue20,880$109K0.0%+594.8%0.037%
1/14/2026 Exchange Traded Concepts LLC39,157$207K0.0%+16.7%0.070%
1/9/2026 SG Americas Securities LLC17,314$91K0.0%N/A0.031%
Distracted Americans set to miss out on quadrillions (Ad)

Technology expert and Washington D.C. insider Jeff Brown - who identified Bitcoin, Tesla, and Nvidia early - says hundreds of trillions of dollars are about to move through a new financial technology that has nothing to do with AI. Goldman Sachs, Citi, Chase, and 50-plus major institutions are already preparing. A key piece of legislation expected before July could fast-track global adoption. Jeff is sharing his full research at no charge.tc pixel

Click here to see Jeff Brown's full research before July
1/8/2026 Wealth Enhancement Advisory Services LLC106,111$614K0.0%+17.6%0.189%
1/1/2026JPMorgan Chase & Co.717,902$5.44M0.0%+22.3%1.279%
11/20/2025 Tweedy Browne Co LLC33,541$254K0.0%+105.4%0.060%
11/17/2025Jacobs Levy Equity Management Inc.16,301$124K0.0%-38.8%0.029%
11/17/2025Verition Fund Management LLC582,141$4.41M0.0%+190.0%1.037%
11/17/2025Polymer Capital Management US LLC50,458$382K0.0%+28.4%0.090%
11/17/2025Qube Research & Technologies Ltd603,435$4.57M0.0%+31.9%1.075%
11/17/2025Mercer Global Advisors Inc. ADV55,405$420K0.0%+8.6%0.099%
11/17/2025Millennium Management LLC546,165$4.14M0.0%-38.2%0.973%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.26,025$197K0.0%-14.4%0.046%


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 ($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 177 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 14,078,352 shares in the last 24 months. This purchase volume represents approximately $113.53M in transactions.

Of the 53 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), Millennium Management LLC ($721.01K), Verition Fund Management LLC ($563.34K), Brown Advisory Inc. ($494.42K), Heartland Advisors Inc. ($400K), and Dimensional Fund Advisors LP ($289.98K).

Institutional investors have sold a total of 8,869,810 shares in the last 24 months. This volume of shares sold represents approximately $76.33M in transactions.



This page (NYSE:OEC) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners