Precision Optics Ownership | Who Owns Precision Optics?


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Precision Optics Ownership Summary


Precision Optics is owned by 12.60% institutional investors, 24.39% insiders, and 63.01% 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 9.33% of its assets in Precision Optics shares.

POCI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPrecision Optics12.60%24.39%63.01%
SectorHealthcare Stocks 232.20%10.74%-142.94%
IndustryMedical Instruments & Supplies Stocks31.73%13.63%54.64%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Needham investment management700.00K10.31%$3.04M
Wealthtrust axiom225.65K3.32%$981.58K
Bleichroeder lp220.23K3.24%$958.00K
Vanguard group223.47K2.90%$935.21K
Hightower advisors96.56K1.25%$404.13K
Morgan stanley91.99K1.19%$384.99K
Geode capital management58.44K0.76%$244.60K
Amh equity25.00K0.37%$108.75K
Drw securities22.53K0.29%$94.28K
Juniper investment company15.50K0.23%$67.43K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wealthtrust axiom225.65K0.26%$981.58K
Needham investment management700.00K0.21%$3.04M
Bleichroeder lp220.23K0.19%$958.00K
Amh equity25.00K0.14%$108.75K
Juniper investment company15.50K0.03%$67.43K
Cove street capital1.25K0.01%$5.46K
Drw securities22.53K0.00%$94.28K
Hightower advisors96.56K0.00%$404.13K
Tower research capital llc (trc)456.000.00%$1.98K
Federation des caisses desjardins du quebec5.00-$21.00

Top Buyers

HolderShares% AssetsChange
Drw securities22.53K0.00%22.53K
Morgan stanley91.99K-14.00K
Jane street group11.58K-11.58K
Geode capital management58.44K-1.93K
Vanguard group223.47K-1.60K

Top Sellers

HolderShares% AssetsChange
Ubs group716.00--41.49K
Wealthtrust axiom225.65K0.26%-23.48K
Mesirow financial investment management---23.36K
Blackrock funding, inc. /de14.80K--1.87K
Raymond james financial---666.00

New Positions

HolderShares% AssetsChangeValue
Drw securities22.53K0.00%22.53K$94.28K
Jane street group11.58K-11.58K$48.45K

Sold Out

HolderChange
Jpmorgan chase-9.00
Raymond james financial-666.00
Mesirow financial investment management-23.36K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202514-30.00%972,168-43.95%121.93%620.00%2-50.00%
Sep 30, 202519-5.00%1,734,491-0.39%254.03%5-28.57%3-25.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Needham Aggressive Growth Retail720.00K9.33%20.00K
Vanguard Total Stock Mkt Idx Inv139.96K1.81%-
Vanguard Institutional Extnd Mkt Idx Tr54.17K0.70%-
Fidelity Extended Market Index29.70K0.38%1.19K
NT Ext Equity Mkt Idx Fd - L16.28K0.21%10.99K
iShares Micro-Cap ETF15.36K0.20%9.74K
Fidelity Total Market Index12.21K0.16%-
Fidelity Series Total Market Index6.42K0.08%-
NT Ext Eq Mkt Indx Fd DC Lending Tier 56.38K0.08%4.89K
Spartan Extended Market Index Pool F6.21K0.08%55.00

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

POCI Ownership FAQ


Who Owns Precision Optics?

Precision Optics shareholders are primarily institutional investors at 12.60%, followed by 24.39% insiders and 63.01% retail investors. The average institutional ownership in Precision Optics's industry, Medical Instruments & Supplies Stocks, is 31.73%, which Precision Optics falls below.

Who owns the most shares of Precision Optics?

Precision Optics’s largest shareholders are Needham investment management (700K shares, 10.31%), Wealthtrust axiom (225.65K shares, 3.32%), and Bleichroeder lp (220.23K shares, 3.24%). Together, they hold 16.87% 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 0.26% of its assets in 225.65K Precision Optics shares, valued at 981.58K$.

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 9.33% of its total shares outstanding invested in 720K Precision Optics shares.

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