Oil-Dri Corporation of America

ODC • NYSE

Oil-Dri Corporation of America is a chemicals - specialty company in the basic materials sector on NYSE, led by Daniel S. Jaffee, with a market cap of $736.6M. As of Q3 2025, 48% of shares are held by 151 institutional investors, with GAMCO INVESTORS, INC. ET AL as the largest holder at 5.39%.

President and Chief Executive OfficerDaniel S. Jaffee

Market Cap$736.6M

Chemicals - Specialty

Basic Materials

Employees884.0

Websiteoildri.com

Country

United States of America

Overview

Overview of institutional ownership in ODC as of Q3 2025 with a market cap of $893.5M

All Institutions

Institutions: 151
Value Held: $431.1M
Shares Held: 7.1M
Avg Position: $2.9M
Median Position: $363.9K

Hedge Funds

Hedge Funds: 17
Value Held: $86.3M
Shares Held: 1.4M
Avg Position: $5.1M
Median Position: $686.7K

Ownership Breakdown

Institutional (non-HF)

38.59%

$344.8M

Hedge Funds

9.66%

$86.3M

Retail & Other

51.75%

$462.4M

Based on market cap of $893.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ODC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
G GAMCO INVESTORS, INC. ET AL Institution	-	$48.2M 0.47% of portfolio	5.39% 789.7K shares	≤ Q2 2013 Held for 12y 5m+	$10.3B
B BlackRock, Inc. Institution	-	$42.8M 0.00% of portfolio	4.79% 701.2K shares	Q1 2016 Held for 9y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$39.2M 0.00% of portfolio	4.39% 642.0K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	George Austin Needham CEO	$35.0M 2.44% of portfolio	3.92% 573.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.4B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$34.4M 0.01% of portfolio	3.85% 563.8K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$28.6M 0.04% of portfolio	3.20% 468.8K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
A AMERICAN CENTURY COMPANIES INC Institution	-	$24.5M 0.01% of portfolio	2.74% 401.2K shares	Q2 2023 Held for 2y 5m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$16.1M 0.00% of portfolio	1.80% 263.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$13.2M 0.00% of portfolio	1.48% 216.6K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GABELLI FUNDS LLC Long Only Manager	John Chester Ball President	$10.0M 0.07% of portfolio	1.12% 163.4K shares	≤ Q2 2013 Held for 12y 5m+	$14.5B

Net Capital Flow

Institutional buying and selling activity for ODC in Q3 2025

Traded: +$4.8M
Buyers: 82
Sellers: 51
Total Bought: +$36.3M
Total Sold: −$31.5M
Avg Position: $2.7M

Biggest Buyers

Institution	Net Bought	Current Position
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$3.2M +52.6K shares	$5.1M 83.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$2.8M +45.3K shares	$5.2M 85.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.6M +42.6K shares	$6.1M 99.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$2.2M +35.3K shares	$24.5M 401.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$2.1M +34.7K shares	$3.2M 52.9K shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$1.8M +30.0K shares	$5.4M 88.2K shares
JPMORGAN CHASE & CO Institution	+$1.8M +29.6K shares	$2.7M 43.9K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$1.6M +25.8K shares	$16.1M 263.4K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$1.2M +20.2K shares	$2.3M 37.9K shares
S Swiss National Bank Institution	+$1.1M +18.1K shares	$1.1M 18.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
R ROYCE & ASSOCIATES LLC Institution	−$14.9M −243.3K shares	$5.8M 95.7K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$6.0M −98.1K shares	$34.4M 563.8K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$1.5M −25.4K shares	$1.1M 18.7K shares
GOLDMAN SACHS GROUP INC Institution	−$1.2M −20.2K shares	$3.8M 62.7K shares
Marshall Wace LLP Institution	−$946.4K −16.0K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$904.0K −14.8K shares	$147.7K 2.4K shares
P ProShare Advisors LLC Institution	−$694.3K −11.4K shares	$2.0M 32.6K shares
Y Y-Intercept Ltd Institution	−$624.9K −10.6K shares	Sold Off 0 shares
Cardinal Capital Management RIA/Wealth	−$445.8K −7.3K shares	$5.4M 87.7K shares
North Star Investment Management Corp. RIA/Wealth	−$427.3K −7.0K shares	$4.0M 65.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ODC in Q3 2025

New Positions: 21
New Value: $6.1M
Exited Positions: 6
Exited Value: $1.7M

New Positions

Institution	Position Value
S Swiss National Bank Institution	$1.1M 18.1K shares
Round Rock Advisors, LLC RIA/Wealth	$760.6K 12.4K shares
Sowell Financial Services LLC RIA/Wealth	$656.8K 10.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$537.2K 8.8K shares
A Allianz Asset Management AG Institution	$482.5K 7.9K shares
A AVIVA PLC Institution	$472.2K 7.7K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$412.6K 6.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$372.9K 6.1K shares
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth	$324.2K 5.3K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$256.6K 4.2K shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$946.4K 16.0K shares
Y Y-Intercept Ltd Institution	$624.9K 10.6K shares
P Point72 Asia Pte. Ltd. Institution	$52.3K 886.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$44.8K 760.0 shares
A AdvisorNet Financial, Inc Institution	$8.8K 150.0 shares
S Skopos Labs, Inc. RIA/Wealth	$8.1K 137.0 shares

Options Activity

Institutions with the largest Call and Put options positions in ODC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ODC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	George Austin Needham CEO	2.44% $35.0M	3.92% 573.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.4B
BARD ASSOCIATES INC RIA/Wealth	Timothy Bard Johnson Founder	1.68% $6.3M	0.71% 103.4K shares	Q3 2020 Held for 5y 2m	$376.6M
Diversified Investment Strategies, LLC RIA/Wealth	Shane Joseph Haag Member	1.38% $2.1M	0.23% 34.3K shares	Q1 2021 Held for 4y 8m	$152.2M
Barnett & Company, Inc. RIA/Wealth	Rodrigo Fernandez Tinoco Member	0.84% $1.1M	0.12% 17.8K shares	Q1 2025 Held for 8 months	$129.3M
Cardinal Capital Management RIA/Wealth	Kathleen A. Warren President	0.74% $5.4M	0.60% 87.7K shares	Q3 2013 Held for 12y 2m	$723.4M
G GAMCO INVESTORS, INC. ET AL Institution	-	0.47% $48.2M	5.39% 789.7K shares	≤ Q2 2013 Held for 12y 5m+	$10.3B
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	0.26% $4.0M	0.45% 65.4K shares	Q2 2016 Held for 9y 5m	$1.6B
EAM Investors, LLC Long Only Manager	Derek John Gaertner CEO	0.16% $1.4M	0.16% 22.7K shares	Q1 2025 Held for 8 months	$873.4M
Round Rock Advisors, LLC RIA/Wealth	Bert Thomas Bowler Managing Partner	0.12% $760.6K	0.08% 12.4K shares	Q3 2025 Held for 2 months	$631.2M
Virtus ETF Advisers LLC Long Only Manager	Richard William Smirl President	0.11% $164.8K	0.02% 2.7K shares	Q3 2025 Held for 2 months	$148.9M

Hedge Fund Spotlight

Discover hedge funds investing in ODC

PDT Partners, LLC

Hedge Fund • Quant

Portfolio ManagerPeter (Nmn) Muller

Portfolio Value: $1.6B
Positions: 569
Last Reported: Q3 2025

Sector Allocation

Position in Oil-Dri Corporation of America

Market Value: $640.5K
Shares Held: 10.5K
Portfolio Weight: 0.04%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Logitech International LOGI	Computer Hardware Technology	$27.9M	1.77%
2 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$16.8M	1.06%
3 Suncor Energy SU	Oil & Gas Integrated Energy	$14.7M	0.93%