Vault-13

PRECISION OPTICS CORP INC MA POCI

COM NEW · Common Stock · CUSIP 740294400

20 institutional holders -1 vs Q2 2025
1,734,5171.7m shares reported held*
22.5% of all shares outstanding*
$7.5mreported value*
1 new 4 added 4 reduced 1 sold out net sold ≈ $29.8k (-6.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 7.7m as of 2025-09-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.35.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q4 22: 7Q1 23: 11Q2 23: 13Q3 23: 13Q4 23: 18Q1 24: 18Q2 24: 20Q3 24: 19Q4 24: 21Q1 25: 21Q2 25: 21Q3 25: 2020Q4 22Q3 23Q2 24Q1 25Q3 25
Numbers
QuarterHolders
Q4 20227
Q1 202311
Q2 202313
Q3 202313
Q4 202318
Q1 202418
Q2 202420
Q3 202419
Q4 202421
Q1 202521
Q2 202521
Q3 202520

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 23: 13 bought or addedQ4 23: 0 cut or sold outQ1 24: 7 bought or addedQ1 24: 3 cut or sold outQ1 24Q2 24: 10 bought or addedQ2 24: 7 cut or sold outQ3 24: 8 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 6 bought or addedQ4 24: 4 cut or sold outQ1 25: 10 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 5 cut or sold outQ3 25: 5 bought or addedQ3 25: 5 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023130
Q1 202473
Q2 2024107
Q3 202484
Q4 202464
Q1 2025105
Q2 202575
Q3 202555

Biggest buyers

CITADEL ADVISORS LLC New +11,198+11.2k
GEODE CAPITAL MANAGEMENT, LLC Added +2,619+2.6k
UBS Group AG Added +2,356+2.4k
BlackRock, Inc. Added +2,154+2.2k
Tower Research Capital LLC (TRC) Added +125+125

Biggest sellers

WealthTrust Axiom LLC Reduced -23,481-23.5k
MORGAN STANLEY Reduced -1,088-1.1k
RAYMOND JAMES FINANCIAL INC Sold out -666-666
BANK OF AMERICA CORP /DE/ Reduced -53-53
Front Row Advisors LLC Reduced -13-13

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
NEEDHAM INVESTMENT MANAGEMENT LLC 13G · passive investor +6.2 pts · filed 2026-05-14 15.3% +6.2 pts 1.7m≈ $8.5m 2026-05-14
TELLER RICHARD E 13G · passive investor +0.1 pts · filed 2025-11-21 5.5% +0.1 pts 420.3k≈ $2.1m 2025-11-21
PESSIN NORMAN H 13D · may seek influence -1.3 pts · filed 2026-03-31
Stated purposeThe Reporting Persons originally purchased the Shares based on the belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors incl… Full filing
5.0% -1.3 pts 550.7k≈ $2.8m 2026-03-31

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 3 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20243—0——
Q4 20240—1$72.0k—
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NEEDHAM INVESTMENT MANAGEMENT LLC 0.21% of their portfolio NEW YORK, NY 700,000700.0k $3.0m $3.0m 0.21% Unchanged
2 WealthTrust Axiom LLC 0.26% of their portfolio WAYNE, PA 225,650225.7k $981.6k $981.6k 0.26% Reduced -23.5k -23,481
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 221,866221.9k $965.1k $965.1k 0.00% Unchanged
4 Bleichroeder LP 0.19% of their portfolio NEW YORK, NY 220,230220.2k $958.0k $958.0k 0.19% Unchanged
5 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 96,56596.6k $420.1k $420.1k 0.00% Unchanged
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 77,99378.0k $339.3k $339.3k 0.00% Reduced -1.1k -1,088
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 56,51056.5k $245.9k $245.9k 0.00% Added +2.6k +2,619
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 42,20742.2k $183.6k $183.6k 0.00% Added +2.4k +2,356
9 AMH Equity Ltd 0.14% of their portfolio Great Neck, NY 25,00025.0k $108.8k $108.8k 0.14% Unchanged
10 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 23,36423.4k $101.6k $101.6k 0.00% Unchanged
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 16,67416.7k $72.5k $72.5k 0.00% Added +2.2k +2,154
12 Juniper Investment Company, LLC 0.03% of their portfolio NEW YORK, NY 15,50215.5k $67.4k $67.4k 0.03% Unchanged
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,19811.2k $48.7k $48.7k 0.00% New
14 Cove Street Capital, LLC 0.01% of their portfolio El Segundo, CA 1,2541.3k $5.5k $5.5k 0.01% Unchanged
15 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 456456 $2.0k $2.0k 0.00% Added +125 +125
16 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 2626 $113 $113 0.00% Reduced -13 -13
17 Banque Transatlantique SA 0.00% of their portfolio PARIS, I0 1010 $43 $43 0.00% Unchanged
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 55 $22 $22 0.00% Reduced -53 -53
19 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 55 $22 $22 0.00% Unchanged
20 Financial Perspectives, Inc 0.00% of their portfolio MINNEAPOLIS, MN 22 $9 $9 0.00% Unchanged