Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OEC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 4.6M | $29.9M | +0.4% | 8.157% | 0.10% |
| 2 | BlackRock, Inc. | 4.0M | $25.8M | -1.4% | 7.027% | 0.00% |
| 3 | Divisar Capital Management LLC | 3.6M | $23.2M | +30.1% | 6.326% | 5.91% |
| 4 | AMERICAN CENTURY COMPANIES INC | 2.5M | $16.3M | +10.8% | 4.446% | 0.01% |
| 5 | D. E. Shaw & Co., Inc. | 2.5M | $16.1M | +4.7% | 4.392% | 0.02% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $13.4M | -6.4% | 3.654% | 0.00% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $12.7M | +123.5% | 3.466% | 0.01% |
| 8 | Invesco Ltd. | 1.7M | $11.2M | -4.5% | 3.061% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $9.7M | +6.7% | 2.657% | 0.00% |
| 10 | MORGAN STANLEY | 1.4M | $9.3M | +5.0% | 2.538% | 0.00% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.4M | $9.0M | +73.9% | 2.461% | 0.03% |
| 12 | Harvey Partners, LLC | 1.3M | $8.5M | -45.9% | 2.313% | 0.69% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $8.3M | -4.0% | 2.270% | 0.00% |
| 14 | STATE STREET CORP | 1.2M | $7.9M | +0.9% | 2.143% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 886K | $5.8M | — | 1.572% | 0.00% |
| 16 | RAYMOND JAMES FINANCIAL INC | 847K | $5.5M | +40.7% | 1.502% | 0.00% |
| 17 | Minneapolis Portfolio Management Group, LLC | 831K | $5.4M | -1.8% | 1.473% | 0.57% |
| 18 | VANGUARD CAPITAL MANAGEMENT LLC | 663K | $4.3M | — | 1.176% | 0.00% |
| 19 | Quinn Opportunity Partners LLC | 648K | $4.2M | 0.0% | 1.148% | 0.22% |
| 20 | MACKENZIE FINANCIAL CORP | 626K | $4.1M | — | 1.110% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 623K | $4.0M | +72.8% | 1.104% | 0.00% |
| 22 | BNP PARIBAS ARBITRAGE, SA | 586K | $3.8M | +66.8% | 1.040% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 551K | $3.6M | +64.1% | 0.977% | 0.00% |
| 24 | JACOBS LEVY EQUITY MANAGEMENT, INC | 503K | $3.3M | +120.6% | 0.892% | 0.01% |
| 25 | CastleKnight Management LP | 472K | $3.1M | 0.0% | 0.837% | 0.26% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OEC — a direct measure of their conviction.
Filings activity in OEC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 174 | +1.2% | 67.58% | +10.65 pp | $315M | +19% |
| Q4 2025 | 172 | 1.1% | 56.93% | 25.63 pp | $265M | 31% |
| Q3 2025 | 174 | 8.4% | 82.56% | 33.77 pp | $385M | 29% |
| Q2 2025 | 190 | 3.6% | 116.33% | 23.82 pp | $542M | 17% |
| Q1 2025 | 197 | +7.7% | 140.15% | 34.00 pp | $653M | 20% |
| Q4 2024 | 183 | 6.6% | 174.15% | 15.03 pp | $811M | 7.9% |
| Q3 2024 | 196 | +1.0% | 189.18% | 10.81 pp | $881M | 25% |
| Q2 2024 | 194 | — | 199.99% | — | $1.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OEC stock.
Based on Q1 2026 13F filings, institutional ownership of Orion Engineered Carbons S.A. stands at 67.6%, held across 174 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of OEC, with approximately 4,599,907 shares worth $0.03B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OEC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for OEC is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in OEC during Q1 2026, while 32 fully exited. 114 added to existing positions and 24 trimmed.
OEC institutional ownership rose by 10.65 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 53.2% of all reported 13F value in OEC, and the top 25 account for 78.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Orion Engineered Carbons S.A. (OEC) Institutional Ownership