PRECISION OPTICS CORPORATION, INC. - Common stock (POCI) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / Common stock
Symbol
POCI on Nasdaq
Shares outstanding
7,711,229
Price per share
$4.18
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,734,517
Total reported value
$7,545,202
% of total 13F portfolios
0%
Share change
-6,849
Value change
-$30,159
Number of holders
20
Price from insider filings
$4.18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PRECISION OPTICS CORPORATION, INC. - Common stock (POCI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NEEDHAM INVESTMENT MANAGEMENT LLC 9.1% $2,751,000 700,000 NEEDHAM INVESTMENT MANAGEMENT LLC 31 Mar 2025
PESSIN NORMAN H 6.3% $1,891,230 481,229 PESSIN BRIAN L 21 Feb 2025
TELLER RICHARD E 5.4% $1,828,140 420,262 TELLER RICHARD E 14 Nov 2025

As of 30 Sep 2025, 20 institutional investors reported holding 1,734,517 shares of PRECISION OPTICS CORPORATION, INC. - Common stock (POCI). This represents 22% of the company’s total 7,711,229 outstanding shares.

Top 21 Institutional Shareholders

The largest institutional shareholders of PRECISION OPTICS CORPORATION, INC. - Common stock (POCI) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
NEEDHAM INVESTMENT MANAGEMENT LLC 9.1% 700,000 0% 0.21% $3,045,000
WealthTrust Axiom LLC 2.9% 225,650 -9.4% 0.26% $981,577
VANGUARD GROUP INC 2.9% 221,866 0% 0% $965,117
Bleichroeder LP 2.9% 220,230 0% 0.19% $958,001
HighTower Advisors, LLC 1.3% 96,565 0% 0% $420,058
MORGAN STANLEY 1% 77,993 -1.4% 0% $339,270
GEODE CAPITAL MANAGEMENT, LLC 0.73% 56,510 +4.9% 0% $245,871
UBS Group AG 0.55% 42,207 +5.9% 0% $183,600
AMH Equity Ltd 0.32% 25,000 0% 0.14% $108,750
Mesirow Financial Investment Management, Inc. 0.3% 23,364 0% 0% $101,633
BlackRock, Inc. 0.22% 16,674 +15% 0% $72,532
Juniper Investment Company, LLC 0.2% 15,502 0% 0.03% $67,434
CITADEL ADVISORS LLC 0.15% 11,198 0% $48,711
Cove Street Capital, LLC 0.02% 1,254 0% 0.01% $5,455
Tower Research Capital LLC (TRC) 0.01% 456 +38% 0% $1,984
Front Row Advisors LLC 0% 26 -33% 0% $113
Banque Transatlantique SA 0% 10 0% 0% $43
BANK OF AMERICA CORP /DE/ 0% 5 -91% 0% $22
Federation des caisses Desjardins du Quebec 0% 5 0% 0% $22
Financial Perspectives, Inc 0% 2 0% 0% $9
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of PRECISION OPTICS CORPORATION, INC. - Common stock (POCI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 320,749 $1,342,334 -$268,552 $4.18 4
2025 Q3 1,734,517 $7,545,202 -$30,159 $4.35 20
2025 Q2 1,741,366 $8,503,437 +$1,061,781 $4.90 20
2025 Q1 1,523,684 $6,323,343 +$1,659,163 $4.15 20
2024 Q4 1,120,780 $5,402,223 -$445,825 $4.82 20
2024 Q3 1,210,364 $6,753,555 +$1,133,164 $5.58 18
2024 Q2 1,004,564 $5,927,181 +$806,097 $5.90 19
2024 Q1 868,714 $4,821,237 +$240,592 $5.55 16
2023 Q4 831,014 $5,047,881 +$1,736,052 $6.02 15
2023 Q3 546,809 $3,305,405 +$317,397 $5.95 11
2023 Q2 493,287 $3,053,790 +$476,933 $6.15 10
2023 Q1 415,730 $2,812,715 +$737,544 $6.79 8
2022 Q4 307,495 $1,723,292 +$1,723,293 $5.55 5