Orion Energy Systems OESX Institutional Ownership

NASDAQ OESX

$27.60 -2.92 (-9.57%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

36 Institutions

Increased 22 61.1%

Unchanged 11 30.6%

Reduced 3 8.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

44.68%

▼-10.72 pp QoQ

Shares Held by Institutions

1.81Mn

of 4.06Mn outstanding

▲+4.03% QoQ

Shares Outstanding

4.06Mn

2.25Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+70.26K

accumulated since last quarter

Value of Holdings

$45.35Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Orion Energy Systems, Inc. (NASDAQ:OESX) is held by 36 institutional investors per 13F filings through June 2026.

These investors collectively held 44.7% of Orion Energy Systems's outstanding shares in June 2026, down from 55.4% in March 2026.
Their total shares held in OESX increased 4.03% from the prior quarter, while the number of investors in Orion Energy Systems stayed flat year over year.
Of these 36 funds, 22 grew their exposure to Orion Energy Systems, 3 cut back, and 11 maintained positions.
Altogether, these fund groups held 1.81Mn shares in OESX by June 2026, up by 70.26K shares quarter on quarter, and up 364.3K shares year over year.
North Star Investment Management Corp. leads ownership in OESX with 526.95K shares as of June 30, 2026, equal to 12.98% of outstanding shares.
The most significant purchases of OESX for the quarter ending June 2026 came from JANE STREET GROUP, LLC (26.54K), GRACE & WHITE INC /NY (22.23K), Tieton Capital Management, LLC (18.05K), VANGUARD CAPITAL MANAGEMENT LLC (15.56K), BlackRock, Inc. (12.68K).
The biggest sellers of Orion Energy Systems for the quarter ending June 2026 included Sei Investments Co (74.7K), GEODE CAPITAL MANAGEMENT, LLC (1.97K), UBS Group AG (379).
Orion Energy Systems's 10 largest shareholders as of June 2026 include North Star Investment Management Corp. (526.95K), Tieton Capital Management, LLC (284.53K), GRACE & WHITE INC /NY (263.61K), RENAISSANCE TECHNOLOGIES LLC (181.67K), VANGUARD CAPITAL MANAGEMENT LLC (127.48K), Us Bancorp \De\ (70.16K), MARSHALL WACE, LLP (61.34K), Sei Investments Co (55.41K), JANE STREET GROUP, LLC (53.68K), GEODE CAPITAL MANAGEMENT, LLC (38.12K) per Business Quant data.

Form 13F Holdings

36 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.81Mn

Of outstanding 44.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	North Star Investment Management Corp.	0001342857	526,952	12.98%	▲1,400	+0.27%	$6.16Mn
2	Tieton Capital Management, LLC	0001381954	284,526	7.01%	▲18,050	+6.77%	$3.33K
3	GRACE & WHITE INC /NY	0000903064	263,613	6.49%	▲22,226	+9.21%	$3.08Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	181,669	4.47%	▲3,200	+1.79%	$2.12Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	127,484	3.14%	▲15,560	+13.90%	$1.49Mn
6	Us Bancorp \De\	0000036104	70,155	1.73%	0	0.00%	$820.11K
7	MARSHALL WACE, LLP	0001318757	61,342	1.51%	▲4,418	+7.76%	$717.09K
8	Sei Investments Co	0000350894	55,406	1.36%	▼74,695	-57.41%	$647.69K
9	JANE STREET GROUP, LLC	0001595888	53,685	1.32%	▲26,535	+97.73%	$627.58K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	38,125	0.94%	▼1,973	-4.92%	$445.79K
11	BlackRock, Inc.	0002012383	36,890	0.91%	▲12,681	+52.38%	$431.24K
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	31,140	0.77%	▲7,200	+30.08%	$364.03K
13	VANGUARD FIDUCIARY TRUST CO	0000933478	22,796	0.56%	▲5,484	+31.68%	$266.49K
14	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	20,608	0.51%	▲8,051	+64.12%	$240.91K
15	Quadrature Capital Ltd	0001651424	20,219	0.50%	▲10,139	+100.59%	$236.36K
16	Farther Finance Advisors, LLC	0001992825	9,700	0.24%	▲9,700	0.00%	$113.39K
17	Morgan Stanley	0000895421	1,747	0.04%	▲870	+99.20%	$20.42K
18	IAG Wealth Partners, LLC	0001827261	1,700	0.04%	0	0.00%	$19.87K
19	Firsthand Capital Management, Inc.	0001476179	1,400	0.03%	0	0.00%	$16.37K
20	Axiom Investment Management LLC	0001513703	1,206	0.03%	0	0.00%	$14.10K

Showing 1 to 20 of 36 holders