Precision Optics Ownership | Who Owns Precision Optics?
Precision Optics Ownership Summary
Precision Optics is owned by 25.54% institutional investors, 22.61% insiders, and 51.85% retail investors. Needham investment management is the largest institutional shareholder, holding 10.31% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Precision Optics | 25.54% | 22.61% | 51.85% |
| Sector | Healthcare Stocks | 42.53% | 10.81% | 46.67% |
| Industry | Medical Instruments & Supplies Stocks | 40.77% | 13.85% | 45.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Needham investment management | 700.00K | 10.31% | $3.04M |
| Wealthtrust axiom | 225.65K | 3.32% | $981.58K |
| Vanguard group | 221.87K | 3.27% | $965.12K |
| Bleichroeder lp | 220.23K | 3.24% | $958.00K |
| Hightower advisors | 96.56K | 1.42% | $420.06K |
| Morgan stanley | 77.99K | 1.15% | $339.27K |
| Geode capital management | 56.51K | 0.83% | $245.87K |
| Ubs group | 42.21K | 0.62% | $183.60K |
| Amh equity | 25.00K | 0.37% | $108.75K |
| Mesirow financial investment management | 23.36K | 0.34% | $101.63K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wealthtrust axiom | 225.65K | 0.26% | $981.58K |
| Needham investment management | 700.00K | 0.21% | $3.04M |
| Bleichroeder lp | 220.23K | 0.19% | $958.00K |
| Amh equity | 25.00K | 0.14% | $108.75K |
| Juniper investment company | 15.50K | 0.03% | $67.43K |
| Cove street capital | 1.25K | 0.01% | $5.46K |
| Mesirow financial investment management | 23.36K | 0.00% | $101.63K |
| Hightower advisors | 96.56K | 0.00% | $420.06K |
| Tower research capital llc (trc) | 456.00 | 0.00% | $1.98K |
| Raymond james financial | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 56.51K | - | 2.62K |
| Ubs group | 42.21K | - | 2.36K |
| Blackrock funding, inc. /de | 16.67K | - | 2.15K |
| Tower research capital llc (trc) | 456.00 | 0.00% | 125.00 |
| Amh equity | 25.00K | 0.14% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthtrust axiom | 225.65K | 0.26% | -23.48K |
| Morgan stanley | 77.99K | - | -1.09K |
| Raymond james financial | - | - | -666.00 |
| Front row advisors | 26.00 | - | -13.00 |
| Jpmorgan chase | - | - | -9.00 |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -9.00 |
| Raymond james financial | -666.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 19 | -5.00% | 1,734,491 | -0.39% | 25 | 4.03% | 5 | -28.57% | 3 | -25.00% |
| Jun 30, 2025 | 20 | - | 1,741,366 | 14.29% | 25 | 5.19% | 7 | -30.00% | 4 | - |
| Mar 31, 2025 | 20 | - | 1,523,684 | 35.95% | 22 | 7.07% | 10 | 42.86% | 4 | 33.33% |
| Dec 31, 2024 | 20 | 11.11% | 1,120,780 | -7.40% | 17 | 4.66% | 7 | -22.22% | 3 | 50.00% |
| Sep 30, 2024 | 18 | -5.26% | 1,210,364 | 20.49% | 19 | 7.10% | 9 | -18.18% | 2 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 700.00K | 9.13% | - |
| Vanguard Total Stock Mkt Idx Inv | 139.96K | 1.83% | -3.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 54.17K | 0.71% | -24.68K |
| Fidelity Extended Market Index | 28.97K | 0.38% | 609.00 |
| iShares Micro-Cap ETF | 15.04K | 0.20% | - |
| Fidelity Total Market Index | 12.29K | 0.16% | -26.00 |
| Fidelity Series Total Market Index | 6.42K | 0.08% | - |
| Spartan Extended Market Index Pool F | 5.70K | 0.07% | 238.00 |
| Northern Trust Extended Eq Market Idx | 5.29K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - L | 5.29K | 0.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | Anania Peter V. | - | Sell | $72.00K |
| Aug 15, 2024 | Lawande Mahesh | Chief Operating Officer | Buy | $17.25M |
| Aug 15, 2024 | COLL WAYNE M | Chief Financial Officer | Buy | $107.91M |
| Aug 15, 2024 | Forkey Joseph Norman | Chief Executive Officer | Buy | $17.23M |
| Nov 30, 2022 | Anania Peter V. | - | Buy | $1.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 3 | - |
POCI Ownership FAQ
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