LPL Financial
ORN icon

LPL Financial’s Orion Group Holdings ORN Stock Holding History

LPL Financial’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
117,720
+18,813
+19% +$260K ﹤0.01% 3751
2026
Q1 		$1.08M Buy
98,907
+39,148
+66% +$468K ﹤0.01% 4116
2025
Q4 		$594K Buy
59,759
+8,971
+18% +$87K ﹤0.01% 4569
2025
Q3 		$423K Buy
50,788
+7,710
+18% +$60.8K ﹤0.01% 4765
2025
Q2 		$391K Sell
43,078
-167
-0.4% -$1.25K ﹤0.01% 4576
2025
Q1 		$226K Buy
43,245
+23,509
+119% +$164K ﹤0.01% 4777
2024
Q4 		$145K Buy
+19,736
New +$143K ﹤0.01% 4904
2021
Q4 		– Sell
-11,131
Closed -$61K – 4428
2021
Q3 		$61K Buy
+11,131
New +$60.9K ﹤0.01% 4209
2021
Q1 		– Sell
-11,167
Closed -$55K – 4135
2020
Q4 		$55K Buy
+11,167
New +$43.4K ﹤0.01% 3724

Other funds holding ORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial's ORN Position: Q2 2026 in Review

LPL Financial increased its Orion Group Holdings (ORN) stake by 19% in Q2 2026, buying an estimated $260K and bringing the position to 117,720 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

LPL Financial first reported a position in ORN in Q4 2020 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • LPL Financial held 117,720 shares of Orion Group Holdings worth $1.98M as of Q2 2026.
  • LPL Financial bought 18,813 Orion Group Holdings shares in Q2 2026, an estimated $260K.
  • Orion Group Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3751 holding.
  • LPL Financial first reported a position in Orion Group Holdings in Q4 2020 and has held it in 9 quarters since.
  • 70 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.