Precision Optics Ownership | Who Owns Precision Optics?


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Precision Optics Ownership Summary


Precision Optics is owned by 25.17% institutional investors, 18.29% insiders, and 56.54% retail investors. Needham investment management is the largest institutional shareholder, holding 10.12% of POCI shares. Needham Aggressive Growth Retail is the top mutual fund, with 9.13% of its assets in Precision Optics shares.

POCI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPrecision Optics25.17%18.29%56.54%
SectorHealthcare Stocks 488.17%11.08%-399.26%
IndustryMedical Instruments & Supplies Stocks56.90%14.82%28.28%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Needham investment management700.00K10.12%$3.41M
Wealthtrust axiom249.13K3.60%$1.22M
Bleichroeder lp220.23K3.18%$1.08M
Amh equity25.00K0.36%$122.50K
Mesirow financial investment management23.36K0.34%$114.48K
Blackrock funding, inc. /de14.52K0.21%$71.15K
Cove street capital1.25K0.02%$6.11K
Raymond james financial666.000.01%$3.26K
Front row advisors39.000.00%$191.00
Jpmorgan chase---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wealthtrust axiom249.13K0.36%$1.22M
Needham investment management700.00K0.27%$3.41M
Bleichroeder lp220.23K0.27%$1.08M
Amh equity25.00K0.16%$122.50K
Cove street capital1.25K0.01%$6.11K
Mesirow financial investment management23.36K0.00%$114.48K
Front row advisors39.000.00%$191.00
Financial perspectives2.00-$10.00
Jpmorgan chase---
Blackrock funding, inc. /de14.52K-$71.15K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de14.52K-3.26K
Raymond james financial666.00-666.00
Financial perspectives2.00--
Needham investment management700.00K0.27%-
Bleichroeder lp220.23K0.27%-

Top Sellers

HolderShares% AssetsChange
Amh equity25.00K0.16%-20.00K
Wealthtrust axiom249.13K0.36%-4.78K
Front row advisors39.000.00%-27.00
Jpmorgan chase---9.00
Needham investment management700.00K0.27%-

New Positions

HolderShares% AssetsChangeValue
Raymond james financial666.00-666.00$3.26K

Sold Out

HolderChange
Jpmorgan chase-9.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202520-1,741,36614.29%255.19%7-30.00%4-
Mar 31, 202520-1,523,68435.95%227.07%1042.86%433.33%
Dec 31, 20242011.11%1,120,780-7.40%174.66%7-22.22%350.00%
Sep 30, 202418-5.26%1,210,36420.49%197.10%9-18.18%2-50.00%
Jun 30, 20241918.75%1,004,56415.64%168.08%1183.33%4100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Needham Aggressive Growth Retail700.00K9.13%-
Vanguard Total Stock Mkt Idx Inv139.96K1.83%-3.06K
Vanguard Institutional Extnd Mkt Idx Tr54.17K0.71%-24.68K
Fidelity Extended Market Index28.36K0.37%-74.00
iShares Micro-Cap ETF15.15K0.20%-
Fidelity Total Market Index12.31K0.16%-
Fidelity Series Total Market Index6.42K0.08%-
Spartan Extended Market Index Pool F5.46K0.07%-
NT Ext Equity Mkt Idx Fd - L5.29K0.07%-
Northern Trust Extended Eq Market Idx5.29K0.07%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 20, 2024Anania Peter V.-Sell$72.00K
Aug 15, 2024Lawande Mahesh Chief Operating OfficerBuy$17.25M
Aug 15, 2024COLL WAYNE M Chief Financial OfficerBuy$107.91M
Aug 15, 2024Forkey Joseph Norman Chief Executive OfficerBuy$17.23M
Nov 30, 2022Anania Peter V.-Buy$1.99K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q4-1
2024 Q33-
2023 Q4--
2023 Q2--

POCI Ownership FAQ


Who Owns Precision Optics?

Precision Optics shareholders are primarily institutional investors at 25.17%, followed by 18.29% insiders and 56.54% retail investors. The average institutional ownership in Precision Optics's industry, Medical Instruments & Supplies Stocks, is 56.90%, which Precision Optics falls below.

Who owns the most shares of Precision Optics?

Precision Optics’s largest shareholders are Needham investment management (700K shares, 10.12%), Wealthtrust axiom (249.13K shares, 3.60%), and Bleichroeder lp (220.23K shares, 3.18%). Together, they hold 16.91% of Precision Optics’s total shares outstanding.

Does Blackrock own Precision Optics?

BlackRock is not among the top 10 institutional shareholders of Precision Optics.

Who is Precision Optics’s biggest shareholder by percentage of total assets invested?

Wealthtrust axiom is Precision Optics’s biggest shareholder by percentage of total assets invested, with 0.36% of its assets in 249.13K Precision Optics shares, valued at 1.22M$.

Who is the top mutual fund holder of Precision Optics shares?

Needham Aggressive Growth Retail is the top mutual fund holder of Precision Optics shares, with 9.13% of its total shares outstanding invested in 700K Precision Optics shares.

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