| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | 9.1% | $2,961,000 | 700,000 | NEEDHAM INVESTMENT MANAGEMENT LLC | 31 Mar 2025 | |||
| PESSIN NORMAN H | 6.3% | $2,035,599 | 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.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 | -$445,827 | $4.82 | 20 |
| 2024 Q3 | 1,210,364 | $6,753,555 | +$1,133,165 | $5.58 | 18 |
| 2024 Q2 | 1,004,564 | $5,927,181 | +$806,096 | $5.90 | 19 |
| 2024 Q1 | 868,714 | $4,821,237 | +$209,207 | $5.55 | 16 |
| 2023 Q4 | 831,019 | $5,047,911 | +$1,724,012 | $6.02 | 16 |
| 2023 Q3 | 546,814 | $3,305,435 | +$317,397 | $5.95 | 12 |
| 2023 Q2 | 493,292 | $3,053,821 | +$476,932 | $6.15 | 11 |
| 2023 Q1 | 415,735 | $2,812,749 | +$737,544 | $6.79 | 9 |
| 2022 Q4 | 307,500 | $1,723,320 | +$1,723,320 | $5.56 | 6 |