Orion OEC Institutional Ownership

NYSE OEC

$5.77 -0.28 (-4.63%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

186 Institutions

Increased 103 55.4%

Unchanged 33 17.7%

Reduced 50 26.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.67%

▲+5.01 pp QoQ

Shares Held by Institutions

54.42Mn

of 56.29Mn outstanding

▲+7.16% QoQ

Shares Outstanding

56.29Mn

1.87Mn held outside 13F filers

Institutional Investors

186

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+3.64Mn

accumulated since last quarter

Value of Holdings

$331.41Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Orion S.A. (NYSE:OEC) showed up in the 13F filings of 186 institutional investors as of June 2026.

Collectively, these holders controlled 96.7% of Orion's outstanding shares in June 2026, up from 91.7% in March 2026.
They increased total shares held in Orion by 7.16% from the prior quarter, while the number of investors in OEC decreased 1.59% year over year.
Activity in OEC broke down as 103 buyers, 50 sellers, and 33 unchanged among 186 total holders.
The aggregate institutional position in Orion amounted to 54.42Mn shares as of June 2026, up by 3.64Mn shares quarter on quarter, and up 2.03Mn shares year over year.
PZENA INVESTMENT MANAGEMENT LLC is the top holder of Orion as of June 30, 2026, with 4.77Mn shares representing 8.48% of outstanding stock.
The largest buyers of Orion for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (1.28Mn), AMERICAN CENTURY COMPANIES INC (695.31K), ACADIAN ASSET MANAGEMENT LLC (581.79K), AQR CAPITAL MANAGEMENT LLC (516.82K), MACKENZIE FINANCIAL CORP (382.74K).
The biggest sellers of Orion for the quarter ending June 2026 included JANE STREET GROUP, LLC (402.57K), D. E. Shaw & Co., Inc. (282.48K), MARSHALL WACE, LLP (237.4K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (213.41K), Divisar Capital Management LLC (182.51K).
Orion's 10 largest shareholders as of June 2026 include PZENA INVESTMENT MANAGEMENT LLC (4.77Mn), BlackRock, Inc. (4.21Mn), Divisar Capital Management LLC (3.38Mn), AMERICAN CENTURY COMPANIES INC (3.2Mn), AQR CAPITAL MANAGEMENT LLC (2.47Mn), D. E. Shaw & Co., Inc. (2.19Mn), DIMENSIONAL FUND ADVISORS LP (1.97Mn), Invesco Ltd. (1.66Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.64Mn), GEODE CAPITAL MANAGEMENT, LLC (1.45Mn) per Business Quant data.

Form 13F Holdings

186 Institutional Holders

Report period 30 Jun, 2026

Total shares held 54.42Mn

Of outstanding 96.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	PZENA INVESTMENT MANAGEMENT LLC	0001027796	4,771,969	8.48%	▲172,062	+3.74%	$31.64Mn
2	BlackRock, Inc.	0002012383	4,207,863	7.48%	▲245,529	+6.20%	$27.90Mn
3	Divisar Capital Management LLC	0001645721	3,384,750	6.01%	▼182,513	-5.12%	$22.44Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	3,202,288	5.69%	▲695,313	+27.74%	$21.23Mn
5	AQR CAPITAL MANAGEMENT LLC	0001167557	2,471,012	4.39%	▲516,817	+26.45%	$16.38Mn
6	D. E. Shaw & Co., Inc.	0001009207	2,194,308	3.90%	▼282,485	-11.41%	$14.55Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	1,973,595	3.51%	▼86,843	-4.21%	$13.09Mn
8	Invesco Ltd.	0000914208	1,661,524	2.95%	▼64,235	-3.72%	$11.02Mn
9	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	1,643,929	2.92%	▲256,272	+18.47%	$10.90Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,447,028	2.57%	▲166,833	+13.03%	$9.60Mn
11	Morgan Stanley	0000895421	1,321,317	2.35%	▼109,799	-7.67%	$8.76Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,284,941	2.28%	▼213,414	-14.24%	$8.52Mn
12	Sixth Street Partners Management Company, L.P.	0001812095	1,284,941	2.28%	▲1,284,941	0.00%	$8.52Mn
13	Harvey Partners, LLC	0001406484	1,190,579	2.12%	▼113,421	-8.70%	$7.89Mn
14	State Street Corp	0000093751	1,190,137	2.11%	▼18,528	-1.53%	$7.91Mn
15	MACKENZIE FINANCIAL CORP	0000919859	1,008,655	1.79%	▲382,735	+61.15%	$6.69Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	990,393	1.76%	▲104,017	+11.74%	$6.57Mn
17	ACADIAN ASSET MANAGEMENT LLC	0000916542	928,105	1.65%	▲581,792	+168.00%	$6.14K
18	CSM Advisors, LLC	0001863523	807,326	1.43%	▲90,752	+12.66%	$5.35K
19	Jpmorgan Chase & Co	0000019617	800,223	1.42%	▼97,710	-10.88%	$5.46Mn

Showing 1 to 20 of 186 holders