ORN

Orion Group Holdings Inc Cross-source read$9.36 3.31%
IndustrialsCUSIP 68628V308· EOD Sep 11, 2026

Among active 13F managers last quarter, 11 opened and 23 added, while 21 reduced; the largest holder to move was Brandes Investment Partners, LP (−4.8%). Over the last 180 days, 1 insider sold and 4 insiders bought, a net -$286K in open-market trades.

Tracked 13F holders
166
72 in Q2 2026 filings
13F value (tracked)
$486.5M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
34 adding · 21 trimming
Insiders · Form 4 open-market, 180d
4 buying · 1 selling · -$286K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$9.36 3.31%5Y +73.3%
$1.03$5.35$9.68$14.01$18.3320212022202320242025202671661371281239555628521281411425114242632312138202352924363232313924437328234
Hover for who · click for detailEnd-of-day closing prices52w $7.53 – $17.14

Who owns ORN?

166 tracked 13F filers · ranked by shares held

166 tracked 13F filers disclose a position in ORN as of the latest SEC 13F filings, a combined $486.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Brandes Investment Partners, LP4.9M
$82.7M
−4.8%
Reduced · −245K sh
Q2 2026
2BlackRock, Inc.3.0M
$50.6M
+9.9%
Added · +271K sh
Q2 2026
3Wasatch Advisors LP2.0M
$33.9M
+22%
Added · +357K sh
Q2 2026
4Vanguard Capital Management LLC1.7M
$28.5M
+2.0%
Added · +33K sh
Q2 2026
5Dimensional Fund Advisors LP1.6M
$17.3M
−1.4%
Reduced · −23K sh
Q1 2026
6Gendell Jeffrey L1.1M
$18.6M
Held
Q2 2026
7Next Century Growth Investors LLC989K
$16.6M
+50%
Added · +332K sh
Q2 2026
8Geode Capital Management, LLC976K
$16.4M
+6.3%
Added · +58K sh
Q2 2026
9Grace & White Inc813K
$13.7M
−9.1%
Reduced · −81K sh
Q2 2026
10State Street Corp785K
$13.2M
+1.1%
Added · +8K sh
Q2 2026
11Silvercrest Asset Management Group LLC717K
$7.8M
−1.5%
Reduced · −11K sh
Q1 2026
12Citadel Advisors LLC693K
$11.7M
+142%
Added · +407K sh
Q2 2026
13Kennedy Capital Management LLC690K
$7.5M
+2.3%
Added · +16K sh
Q1 2026
14Allspring Global Investments Holdings, LLC452K
$7.0M
+19%
Added · +73K sh
Q2 2026
15Essex Investment Management Co LLC443K
$7.4M
−4.2%
Reduced · −19K sh
Q2 2026
16Vanguard Portfolio Management LLC438K
$7.4M
+73%
Added · +184K sh
Q2 2026
17De Lisle Partners LLP420K
$7.1M
+1.2%
Added · +5K sh
Q2 2026
18Westerly Capital Management, LLC415K
$7.0M
−5.7%
Reduced · −25K sh
Q2 2026
19Sei Investments Co387K
$4.2M
+103%
Added · +196K sh
Q1 2026
20Simcoe Capital LLC366K
$6.2M
+25%
Added · +74K sh
Q2 2026
21SG Capital Management LLC365K
$6.1M
New
+365K sh
Q2 2026
22Archon Capital Management LLC354K
$6.0M
+11%
Added · +35K sh
Q2 2026
23Algert Global LLC323K
$5.4M
+28%
Added · +71K sh
Q2 2026
24Northern Trust Corp284K
$3.1M
+4.9%
Added · +13K sh
Q1 2026
25Vanguard Fiduciary Trust Co277K
$4.7M
+10%
Added · +26K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ORN being bought or sold by institutions?

Last quarter, 11 funds opened a new position in ORN and 23 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Added
23
added to an existing position
Reduced
21
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ORN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT79 funds$136.7B
Apple IncAAPL78 funds$161.2B
Amazon.com IncAMZN78 funds$106.4B
Nvidia CorpNVDA77 funds$223.1B
Alphabet Inc-CL AGOOGL77 funds$95.1B
JPMorgan Chase & CoJPM76 funds$34.6B
Berkshire Hathaway Inc-CL BBRK/B74 funds$20.7B
Broadcom IncAVGO73 funds$91.6B
Meta Platforms Inc-Class AMETA73 funds$60.7B
Visa Inc-Class A SharesV73 funds$34.7B
Costco Wholesale CorpCOST73 funds$19.5B
Alphabet Inc-CL CGOOG72 funds$75.0B

Ranked by how many of ORN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ORN.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$321K
4 insiders
Sells · 180d
$607K
1 insider
Net · 180d
-$286K
7 open-market transactions
DateInsiderRoleActionSharesValue
Jul 31, 2026Sullivan Mary EDirectorBuy (P)3K$29K
Jul 31, 2026Vasquez Alison GautEVP AND CFOBuy (P)5K$50K
Jul 31, 2026Ledford RobertDirectorBuy (P)20K$192K
Jul 31, 2026Earle Edward ChipmanEVP & GENERAL COUNSELBuy (P)5K$49K
May 5, 2026Foran Margaret MDirectorSell (S)11K$168K
May 4, 2026Foran Margaret MDirectorSell (S)10K$146K
May 1, 2026Foran Margaret MDirectorSell (S)20K$292K
Mar 10, 2026Shanfelter Austin JDirectorSell (S)90K$1.1M
Mar 10, 2026Smith Quentin P. Jr.DirectorSell (S)11K$131K
Mar 6, 2026Vasquez Alison GautEVP AND CFOBuy (P)4K$50K
May 16, 2025Shanfelter Austin JDirectorSell (S)30K$260K
Mar 14, 2025Earle Edward ChipmanEVP & GENERAL COUNSELBuy (P)
2 lots, same day
10K$55K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4036
Insiders
Form 4 open-market
41-$286K
US House
STOCK Act trades
00$0
Sector rotation
ORN is in Industrials, which smart money is rotating INTO
+$842.8M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

72 tracked filers in Q2 2026 filingsstill filing
077154Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $161.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for ORN

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Ask your agent what changed in ORN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ORN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ORN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ORN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.