Who owns Orion Group Holdings (ORN)
Which tracked institutional funds hold ORN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ORN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
83 tracked funds added or opened ORN while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ORN’s largest tracked holder by dollar value, BRANDES INVESTMENT PARTNERS, LP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ORN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 256 tracked filers holding ORN, 145 increased or opened the position and 116 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ORN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- VANGUARD CAPITAL MANAGEMENT LLC$22M
- VANGUARD PORTFOLIO MANAGEMENT LLC$9M
- MACKENZIE FINANCIAL CORP$5M
- VANGUARD FIDUCIARY TRUST CO$5M
- PRINCIPAL FINANCIAL GROUP INC$1M
- Vanguard Global Advisers, LLC$1M
Full exits 9
- VANGUARD GROUP INC$31M
- Invenomic Capital Management LP$3M
- DIAMOND HILL CAPITAL MANAGEMENT INC$2M
- Jump Financial, LLC$910K
- Perritt Capital Management Inc$871K
- HRT FINANCIAL LP$848K
Largest adds
- Divisar Capital Management LLC$9M
- AQR CAPITAL MANAGEMENT LLC$8M
- BlackRock, Inc.$7M
- BRANDES INVESTMENT PARTNERS, LP$6M
- PZENA INVESTMENT MANAGEMENT LLC$6M
- FULLER & THALER ASSET MANAGEMENT, INC.$5M
Largest trims
- BROWN ADVISORY INC$11M
- WASATCH ADVISORS LP$4M
- Harvey Partners, LLC$4M
- CenterBook Partners LP$3M
- Lighthouse Investment Partners, LLC$3M
- MILLENNIUM MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP added | 5,159,835 | $56M | 9.3% | 2026-Q1 |
| BlackRock, Inc. added | 3,008,011 | $51M | 8.4% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 4,599,907 | $30M | 5.0% | 2026-Q1 |
| Divisar Capital Management LLC added | 3,567,263 | $23M | 3.8% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 1,656,834 | $18M | 3.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,506,975 | $16M | 2.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 1,483,514 | $16M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,060,438 | $13M | 2.2% | 2026-Q1 |
| GENDELL JEFFREY L | 1,104,300 | $12M | 2.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 693,401 | $12M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 1,661,524 | $11M | 1.8% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 893,822 | $10M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,498,355 | $10M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,431,116 | $9M | 1.5% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,387,657 | $9M | 1.5% | 2026-Q1 |
| Harvey Partners, LLC trimmed | 1,304,000 | $8M | 1.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,280,195 | $8M | 1.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,190,137 | $8M | 1.3% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 716,953 | $8M | 1.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 689,902 | $8M | 1.2% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 656,914 | $7M | 1.2% | 2026-Q1 |
| CenterBook Partners LP trimmed | 543,751 | $6M | 1.0% | 2026-Q1 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC trimmed | 528,208 | $6M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 897,933 | $6M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 328,165 | $6M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 846,918 | $6M | 0.9% | 2026-Q1 |
| Minneapolis Portfolio Management Group, LLC trimmed | 830,582 | $5M | 0.9% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 461,772 | $5M | 0.8% | 2026-Q1 |
| WESTERLY CAPITAL MANAGEMENT, LLC added | 440,000 | $5M | 0.8% | 2026-Q1 |
| CSM Advisors, LLC added | 716,574 | $5M | 0.8% | 2026-Q1 |
| De Lisle Partners LLP added | 414,651 | $5M | 0.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 662,939 | $4M | 0.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 378,732 | $4M | 0.7% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 647,563 | $4M | 0.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 625,920 | $4M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 586,422 | $4M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 210,816 | $4M | 0.6% | 2026-Q2 |
| Archon Capital Management LLC added | 318,980 | $3M | 0.6% | 2026-Q1 |
| FORMULA GROWTH LTD trimmed | 297,696 | $3M | 0.5% | 2026-Q1 |
| Simcoe Capital LLC trimmed | 292,200 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 479,697 | $3M | 0.5% | 2026-Q1 |
| CastleKnight Management LP | 471,941 | $3M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 453,447 | $3M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 262,980 | $3M | 0.5% | 2026-Q1 |
| INGALLS & SNYDER LLC added | 435,854 | $3M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 253,218 | $3M | 0.5% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 252,401 | $3M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 422,378 | $3M | 0.5% | 2026-Q1 |
| UBS Group AG added | 249,544 | $3M | 0.5% | 2026-Q1 |
| First Pacific Advisors, LP | 417,388 | $3M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 413,968 | $3M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 409,592 | $3M | 0.4% | 2026-Q1 |
| Cruiser Capital Advisors, LLC | 244,104 | $3M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 230,590 | $3M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 149,220 | $3M | 0.4% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 346,313 | $2M | 0.4% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP trimmed | 200,000 | $2M | 0.4% | 2026-Q1 |
| JB CAPITAL PARTNERS LP | 335,000 | $2M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 327,503 | $2M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 191,522 | $2M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 182,801 | $2M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 115,799 | $2M | 0.3% | 2026-Q2 |
| Seros Financial, LLC added | 168,704 | $2M | 0.3% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 157,203 | $2M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 252,122 | $2M | 0.3% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 143,016 | $2M | 0.3% | 2026-Q1 |
| Voleon Capital Management LP added | 232,402 | $2M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 231,222 | $2M | 0.2% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 204,632 | $1M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 120,534 | $1M | 0.2% | 2026-Q1 |
| Informed Momentum Co LLC trimmed | 117,318 | $1M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 195,900 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 192,713 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 71,341 | $1M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 179,165 | $1M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 171,521 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 166,563 | $1M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,063,627 | $14M | 2.3% | 2025-Q1 stale |
| VANGUARD GROUP INC trimmed | 1,884,523 | $10M | 1.6% | 2025-Q4 stale |
| Medina Value Partners, LLC added | 1,238,058 | $9M | 1.6% | 2025-Q3 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 633,446 | $7M | 1.1% | 2025-Q2 stale |
| Inherent Management Corp. trimmed | 851,511 | $6M | 1.1% | 2025-Q3 stale |
| ArrowMark Colorado Holdings LLC added | 399,188 | $5M | 0.9% | 2025-Q1 stale |
| Kent Lake PR LLC trimmed | 450,714 | $5M | 0.8% | 2025-Q2 stale |
| Walnut Level Capital LLC trimmed | 596,031 | $5M | 0.7% | 2025-Q3 stale |
| Acuitas Investments, LLC | 508,132 | $4M | 0.7% | 2025-Q3 stale |
| Foundry Partners, LLC added | 326,803 | $4M | 0.7% | 2025-Q1 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 318,376 | $4M | 0.7% | 2025-Q1 stale |
| Roubaix Capital, LLC trimmed | 305,312 | $4M | 0.7% | 2025-Q1 stale |
| Invenomic Capital Management LP added | 642,789 | $3M | 0.6% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 277,209 | $2M | 0.3% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 273,895 | $2M | 0.3% | 2025-Q3 stale |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 332,594 | $2M | 0.3% | 2025-Q4 stale |
| HEARTLAND ADVISORS INC trimmed | 200,000 | $2M | 0.3% | 2025-Q3 stale |
| INTREPID FAMILY OFFICE LLC | 143,700 | $2M | 0.2% | 2025-Q2 stale |
| DEAN INVESTMENT ASSOCIATES, LLC added | 141,919 | $1M | 0.2% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 137,830 | $1M | 0.2% | 2025-Q2 stale |
| MONIMUS CAPITAL MANAGEMENT, LP trimmed | 157,910 | $1M | 0.2% | 2025-Q2 stale |
| ISTHMUS PARTNERS, LLC added | 187,152 | $1M | 0.2% | 2025-Q3 stale |
| Dean Capital Management added | 114,272 | $1M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.