Orion S.A. (OEC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

57,027,027Shares Outstanding

910,397Shares held by institutions

$5,225,679Value of institutional holdings

86.06%Institutional ownership %

7.03%Shares Changed QoQ

167No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Orion S.A. (NYSE:OEC) includes 167 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Orion edged down to 86.1% in December 2025, compared to 95.4% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 7.03%, with a year-over-year a decrease of 9.73% in the count of filers.
The latest 13F cycle for Orion reveals that of 167 total investors, 94 funds grew their exposure, whereas 59 reduced theirs and 14 made no changes.
The aggregate institutional position in Orion now stands at 49.08Mn shares as of December 2025, after investors increased their holdings (up by 3.22Mn shares quarter on quarter which is down 5.16Mn shares year over year).
With 4.58Mn shares, PZENA INVESTMENT MANAGEMENT LLC commands the largest institutional position in Orion as of December 31, 2025, equating to 8.04% of the company.
Among the most significant buyers of Orion during December 2025 were MORGAN STANLEY (757.81K), AQR CAPITAL MANAGEMENT LLC (684.75K), D. E. Shaw & Co., Inc. (486.55K), CastleKnight Management LP (372.84K), LAZARD ASSET MANAGEMENT LLC (361.69K).
Leading sellers of Orion stock in December 2025 included Walnut Level Capital LLC (759.33K), Verition Fund Management LLC (563.34K), FMR LLC (425.23K), BROWN ADVISORY INC (327.24K), CSM Advisors, LLC (246.42K).
The top 10 institutional holders of Orion for the quarter ending December 2025 included PZENA INVESTMENT MANAGEMENT LLC (4.58Mn), BlackRock, Inc. (4.02Mn), Divisar Capital Management LLC (2.74Mn), Harvey Partners, LLC (2.41Mn), D. E. Shaw & Co., Inc. (2.37Mn), AMERICAN CENTURY COMPANIES INC (2.26Mn), DIMENSIONAL FUND ADVISORS LP (2.20Mn), BROWN ADVISORY INC (2.12Mn), VANGUARD GROUP INC (1.88Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.40Mn).

167 Institutional Holders

910,397 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
PZENA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	4,582,596	-112,229	-2.39%	$24,196,107.00
BlackRock, Inc.	31 Dec, 2025	4,016,710	-234,369	-5.51%	$21,208,229.00
Divisar Capital Management LLC	31 Dec, 2025	2,742,356	291,942	11.91%	$14,479,640.00
Harvey Partners, LLC	31 Dec, 2025	2,409,415	-15,580	-0.64%	$12,721,711.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	2,365,854	486,546	25.89%	$12,491,709.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,261,521	123,390	5.77%	$11,940,831.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,201,339	-149,076	-6.34%	$11,623,071.00
BROWN ADVISORY INC	31 Dec, 2025	2,122,299	-327,243	-13.36%	$11,205,740.00
VANGUARD GROUP INC	31 Dec, 2025	1,884,523	-9,767	-0.52%	$9,950,281.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,404,458	236,013	20.20%	$7,415,538.00
MORGAN STANLEY	31 Dec, 2025	1,363,041	757,811	125.21%	$7,196,859.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,334,075	-5,486	-0.41%	$7,045,364.00
STATE STREET CORP	31 Dec, 2025	1,197,890	-162,007	-11.91%	$6,345,918.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	874,279	684,749	361.29%	$4,616,194.00
Minneapolis Portfolio Management Group, LLC	31 Dec, 2025	846,185	-19,008	-2.20%	$4,467,855.00
JPMORGAN CHASE & CO	31 Dec, 2025	823,238	105,336	14.67%	$4,346,697.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	797,905	324,921	68.70%	$4,212,938.00
Qube Research & Technologies Ltd	31 Dec, 2025	678,252	74,817	12.40%	$3,581,171.00
Quinn Opportunity Partners LLC	31 Dec, 2025	647,563	232,698	56.09%	$3,419,133.00
Invenomic Capital Management LP	31 Dec, 2025	642,789	7,631	1.20%	$3,393,926.00

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