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Orion S.A. (OEC)

CUSIP: L72967109 | 671 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GAmerican Century Investment Management, Inc.
with American Century ETF Trust
3,202,2885.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13GAmerican Century Investment Management, Inc.3,202,288
5.7% of class · Jun 30, 2026New 5%+ stake
with American Century ETF Trust
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC4,695,354
0.1% of portfolio›$26.4M
MacKenzie Financial Corp1,746,788
0.0% of portfolio›$9.8M
Dimensional Fund Advisors LP1,656,803
0.0% of portfolio›$9.3M
Creative Planning201,916
0.0% of portfolio›$1.1M
Bank of New York Mellon Corp176,598
0.0% of portfolio›$992.5K
SummerHaven Investment Management, LLC160,724
0.5% of portfolio›$903.3K
Strs Ohio157,500
0.0% of portfolio›$885.2K
Wealth Enhancement Advisory Services, LLC146,142
0.0% of portfolio›$850.5K
Tweedy, Browne Co LLC103,946
0.0% of portfolio›$584.2K
Exchange Traded Concepts, LLC103,946
0.0% of portfolio›$584.2K
Y-Intercept (Hong Kong) Ltd88,866
0.0% of portfolio›$499.4K
Tiller Private Wealth, Inc.65,186
0.1% of portfolio›$366.3K
State of Wyoming38,406
0.0% of portfolio›$215.8K
Citigroup Inc27,277
0.0% of portfolio›$153.3K
Inscription Capital, LLC24,351
0.0% of portfolio›$136.9K
CenterBook Partners LP22,573
0.0% of portfolio›$126.9K
Mraz, Amerine & Associates, Inc.19,240
0.0% of portfolio›$108.1K
Vise Technologies, Inc.18,736
0.0% of portfolio›$105.3K
State of Alaska, Department of Revenue17,875
0.0% of portfolio›$100
Brighton Jones LLC16,561
0.0% of portfolio›$93.1K
Abel Hall, LLC11,881
0.0% of portfolio›$66.8K
Versant Capital Management, Inc7,737
0.0% of portfolio›$43.5K
EverSource Wealth Advisors, LLC2,407
0.0% of portfolio›$13.5K
Gamma Investing LLC1,354
0.0% of portfolio›$7.6K
Farther Finance Advisors, LLC1,191
0.0% of portfolio›$6.7K
Sterling Capital Management LLC1,107
0.0% of portfolio›$6.2K
SJS Investment Consulting Inc.803
0.0% of portfolio›$4.5K
Private Wealth Management Group, LLC724
0.0% of portfolio›$4.1K
Performa Ltd (US), LLC651
0.0% of portfolio›$3.7K
Harbor Capital Advisors, Inc.633
0.0% of portfolio›$4
Carnegie Lake Advisors LLC624
0.3% of portfolio›$726.6K
Essential Partners LLC604
0.0% of portfolio›$3.4K
True Wealth Design, LLC584
0.0% of portfolio›$3.3K
SBI Securities Co., Ltd.504
0.0% of portfolio›$2.8K
Kimelman & Baird, LLC500
0.0% of portfolio›$2.8K
Parkside Financial Bank & Trust417
0.0% of portfolio›$2.3K
Spire Wealth Management299
0.0% of portfolio›$1.7K
Provenance Wealth Advisors, LLC297
0.0% of portfolio›$1.7K
Nisa Investment Advisors, LLC280
0.0% of portfolio›$1.6K
Signaturefd, LLC239
0.0% of portfolio›$1.3K
IFP Advisors, Inc174
0.0% of portfolio›$978
Fortitude Family Office, LLC171
0.0% of portfolio›$961
Root Financial Partners, LLC121
0.0% of portfolio›$680
US Bancorp \de\117
0.0% of portfolio›$658
Bell Investment Advisors, Inc86
0.0% of portfolio›$484
MassMutual Private Wealth & Trust, FSB65
0.0% of portfolio›$365
Owl Creek Wealth Partners LLC50
0.0% of portfolio›$281
Ascentis Wealth Management, LLC49
0.0% of portfolio›$275
Parallel Advisors, LLC38
0.0% of portfolio›$214
Covestor Ltd31
0.0% of portfolio›$0
Hughes Financial Services, LLC4
0.0% of portfolio›$22
StyleTurnoverLocationFiled
Pzena Investment Management LLC
4,695,354$26.4M0.1%Deep ValueMediumNew York, NY2026-10-30
MacKenzie Financial Corp
1,746,788$9.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Dimensional Fund Advisors LP
1,656,803$9.3M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
201,916$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
176,598$992.5K0.0%CoreLowNew York, NY2026-11-05
SummerHaven Investment Management, LLC
160,724$903.3K0.5%Deep ValueHighStamford, CT2026-10-19
Strs Ohio
157,500$885.2K0.0%CoreMediumColumbus, OH2026-10-30
Wealth Enhancement Advisory Services, LLC
146,142$850.5K0.0%CoreLowPlymouth, MN2026-10-13
Tweedy, Browne Co LLC
103,946$584.2K0.0%Deep ValueLowStamford, CT2026-11-04
Exchange Traded Concepts, LLC
103,946$584.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Y-Intercept (Hong Kong) Ltd
88,866$499.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Tiller Private Wealth, Inc.
65,186$366.3K0.1%ETFVery LowBethlehem, PA2026-10-26
State of Wyoming
38,406$215.8K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
27,277$153.3K0.0%CoreMediumNew York, NY2026-11-04
Inscription Capital, LLC
24,351$136.9K0.0%GARPMediumHouston, TX2026-11-02
CenterBook Partners LP
22,573$126.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Mraz, Amerine & Associates, Inc.
19,240$108.1K0.0%Deep ValueLowModesto, CA2026-10-30
Vise Technologies, Inc.
18,736$105.3K0.0%IndexLowNew York, NY2026-10-29
State of Alaska, Department of Revenue
17,875$1000.0%CoreVery LowJuneau, AK2026-10-15
Brighton Jones LLC
16,561$93.1K0.0%CoreVery LowSeattle, WA2026-11-03
Abel Hall, LLC
11,881$66.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Versant Capital Management, Inc
7,737$43.5K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
2,407$13.5K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
1,354$7.6K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
1,191$6.7K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
1,107$6.2K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
803$4.5K0.0%ETFVery LowSylvania, OH2026-10-26
Private Wealth Management Group, LLC
724$4.1K0.0%ETFLowPrinceton, NJ2026-10-19
Performa Ltd (US), LLC
651$3.7K0.0%ETFVery LowCharleston, SC2026-11-05
Harbor Capital Advisors, Inc.
633$40.0%ValueHighChicago, IL2026-10-22
Carnegie Lake Advisors LLC
624$726.6K0.3%ValueLowPrinceton, NJ2026-11-03
Essential Partners LLC
604$3.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
584$3.3K0.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
504$2.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Kimelman & Baird, LLC
500$2.8K0.0%CoreLowNew York, NY2026-11-03
Parkside Financial Bank & Trust
417$2.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Spire Wealth Management
299$1.7K0.0%GrowthMediumMclean, VA2026-10-30
Provenance Wealth Advisors, LLC
297$1.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Nisa Investment Advisors, LLC
280$1.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
239$1.3K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
174$9780.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
171$9610.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
121$6800.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
117$6580.0%IndexLowMinneapolis, MN2026-11-05
Bell Investment Advisors, Inc
86$4840.0%ETFVery LowOrinda, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
65$3650.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
50$2810.0%IndexLowGreenwood Village, CO2026-10-20
Ascentis Wealth Management, LLC
49$2750.0%Agg GrowthLowDallas, TX2026-11-03
Parallel Advisors, LLC
38$2140.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
31$00.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
4$220.0%ETFLowHerndon, VA2026-10-30