Orion Energy Systems, Inc. (OESX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,200,000Shares Outstanding

27,909Shares held by institutions

$358,352Value of institutional holdings

43.55%Institutional ownership %

2.64%Shares Changed QoQ

25No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Orion Energy Systems, Inc. (NASDAQ:OESX) currently has 25 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in Orion Energy Systems edged up to 43.6% in December 2025, compared to 40.8% in September 2025.
The company experienced a 2.64% quarterly change in institutional shares held, alongside a decrease of 40.48% in total owners annually.
Among the 25 institutional holders of Orion Energy Systems, 11 added to their stakes while 5 trimmed their positions and 9 held steady.
The aggregate institutional position in Orion Energy Systems now stands at 1.39Mn shares as of December 2025, after investors increased their holdings (up by 35.78K shares quarter on quarter which is down 121.53K shares year over year).
As of December 31, 2025, North Star Investment Management Corp. held Orion Energy Systems's largest shareholding position with over 407.45K shares, representing 12.73% of total outstanding shares.
Among the most significant buyers of Orion Energy Systems during December 2025 were SEI INVESTMENTS CO (60.71K), MARSHALL WACE, LLP (45.90K), North Star Investment Management Corp. (24.00K), Quadrature Capital Ltd (13.16K), VANGUARD GROUP INC (4.44K).
Leading sellers of Orion Energy Systems stock in December 2025 included GRACE & WHITE INC /NY (73.58K), US BANCORP \DE\ (38.26K), GEODE CAPITAL MANAGEMENT, LLC (3.10K), UBS Group AG (171), SBI Securities Co., Ltd. (21).
The top 10 institutional holders of Orion Energy Systems for the quarter ending December 2025 included North Star Investment Management Corp. (407.45K), Tieton Capital Management, LLC (256.19K), GRACE & WHITE INC /NY (220.99K), RENAISSANCE TECHNOLOGIES LLC (134.78K), VANGUARD GROUP INC (129.96K), SEI INVESTMENTS CO (60.71K), US BANCORP \DE\ (58.55K), MARSHALL WACE, LLP (45.90K), GEODE CAPITAL MANAGEMENT, LLC (34.99K), BlackRock, Inc. (24.21K).

25 Institutional Holders

27,909 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
North Star Investment Management Corp.	31 Dec, 2025	407,452	23,998	6.26%	$6,266,612.00
Tieton Capital Management, LLC	31 Dec, 2025	256,194	1,580	0.62%	$3,940.00
GRACE & WHITE INC /NY	31 Dec, 2025	220,987	-73,584	-24.98%	$3,398,782.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	134,776	506	0.38%	$2,072,855.00
VANGUARD GROUP INC	31 Dec, 2025	129,958	4,441	3.54%	$1,998,754.00
SEI INVESTMENTS CO	31 Dec, 2025	60,714	60,714	0.00%	$933,774.00
US BANCORP \DE\	31 Dec, 2025	58,555	-38,264	-39.52%	$900,576.00
MARSHALL WACE, LLP	31 Dec, 2025	45,896	45,896	0.00%	$705,881.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	34,991	-3,096	-8.13%	$538,287.00
BlackRock, Inc.	31 Dec, 2025	24,209	0	0.00%	$372,334.00
Quadrature Capital Ltd	31 Dec, 2025	13,156	13,156	0.00%	$202,339.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	2,027	0	0.00%	$31,175.00
IAG Wealth Partners, LLC	31 Dec, 2025	1,700	100	6.25%	$26,146.00
Firsthand Capital Management, Inc.	31 Dec, 2025	1,400	0	0.00%	$21,532.00
MORGAN STANLEY	31 Dec, 2025	877	409	87.39%	$13,488.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	200	0	0.00%	$3,076.00
UBS Group AG	31 Dec, 2025	184	-171	-48.17%	$2,830.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	161	42	35.29%	$2,474.00
JONES FINANCIAL COMPANIES LLLP	31 Dec, 2025	75	75	0.00%	$1,154.00
HARBOUR INVESTMENTS, INC.	31 Dec, 2025	40	0	0.00%	$615.00

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