Pro Dex Inc (PDEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,313,636Shares Outstanding

30,083Shares held by institutions

$1,200,613Value of institutional holdings

22.01%Institutional ownership %

5.75%Shares Changed QoQ

55No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Pro Dex Inc (NASDAQ:PDEX) includes 55 filers as of the latest reporting cycle ending December 2025.

The percentage of Pro Dex owned by institutions changed from 22.7% in September 2025 to 22.0% in December 2025, marking a slight down trend.
Quarterly data indicates a 5.75% shift in institutional share volume, and the annual owner count reflects an increase of 30.95%.
During the quarter, 22 institutions bought more Pro Dex shares, 19 sold shares, and 14 of the 55 total investors held their position steady.
Collectively, institutional investors increased their stake in Pro Dex to 729.42K shares as of December 2025, a change that is up by 39.66K shares quarter on quarter and up 45.62K shares year over year.
With 159.24K shares, BlackRock, Inc. commands the largest institutional position in Pro Dex as of December 31, 2025, equating to 4.81% of the company.
Among the most significant buyers of Pro Dex during December 2025 were PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (11.39K), BNP PARIBAS FINANCIAL MARKETS (8.88K), UBS Group AG (8.46K), LPL Financial LLC (5.92K), FIRST TRUST ADVISORS LP (5.78K).
Leading sellers of Pro Dex stock in December 2025 included O'SHAUGHNESSY ASSET MANAGEMENT, LLC (13.94K), RITHOLTZ WEALTH MANAGEMENT (7.51K), AlphaQuest LLC (1.59K), VANGUARD GROUP INC (1.57K), RHUMBLINE ADVISERS (509).
The top 10 institutional holders of Pro Dex for the quarter ending December 2025 included BlackRock, Inc. (159.24K), VANGUARD GROUP INC (144.57K), DIMENSIONAL FUND ADVISORS LP (62.12K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (60.00K), GEODE CAPITAL MANAGEMENT, LLC (49.46K), NORTHERN TRUST CORP (47.38K), JPMORGAN CHASE & CO (33.95K), STATE STREET CORP (31.54K), UBS Group AG (18.36K), Bank of New York Mellon Corp (11.90K).

55 Institutional Holders

30,083 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	159,240	3,364	2.16%	$6,127,556.00
VANGUARD GROUP INC	31 Dec, 2025	144,571	-1,566	-1.07%	$5,563,092.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	62,120	-407	-0.65%	$2,390,407.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	60,000	11,392	23.44%	$2,308,800.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	49,460	-39	-0.08%	$1,903,521.00
NORTHERN TRUST CORP	31 Dec, 2025	47,383	-449	-0.94%	$1,823,297.00
JPMORGAN CHASE & CO	31 Dec, 2025	33,955	-465	-1.35%	$1,306,588.00
STATE STREET CORP	31 Dec, 2025	31,537	-217	-0.68%	$1,213,544.00
UBS Group AG	31 Dec, 2025	18,365	8,463	85.47%	$706,685.00
Bank of New York Mellon Corp	31 Dec, 2025	11,903	221	1.89%	$458,027.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	11,434	3,540	44.84%	$439,976.00
BARD ASSOCIATES INC	31 Dec, 2025	10,589	0	0.00%	$407,465.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	9,353	8,879	1,873.21%	$359,903.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	9,343	-13,941	-59.87%	$359,519.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	7,211	0	0.00%	$277,479.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	7,104	-7,512	-51.40%	$273,362.00
LPL Financial LLC	31 Dec, 2025	5,920	5,920	0.00%	$227,802.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	5,775	5,775	0.00%	$222,222.00
Quadrature Capital Ltd	31 Dec, 2025	5,724	5,724	0.00%	$220,260.00
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	5,469	0	0.00%	$210,447.00

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