Orion Energy Systems, Inc. (OESX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

4,000,000Shares Outstanding

25,882Shares held by institutions

$335,431Value of institutional holdings

34.46%Institutional ownership %

1.66%Shares Changed QoQ

21No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Orion Energy Systems, Inc. (NASDAQ:OESX) is held by 21 institutional firms.

Institutional ownership in Orion Energy Systems edged down to 34.5% in December 2025, compared to 43.1% in September 2025.
Institutional share ownership changed by 1.66% QoQ, while the number of institutional owners saw a decrease of 50.00% YoY.
A review of institutional activity for Orion Energy Systems shows 8 of 21 filers increasing their positions, while 5 reduced their stake, and 8 remained unchanged.
The aggregate institutional position in Orion Energy Systems now stands at 1.38Mn shares as of December 2025, after investors increased their holdings (up by 22.51K shares quarter on quarter which is down 136.95K 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 10.19% 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), VANGUARD GROUP INC (4.44K), Tieton Capital Management, LLC (1.58K).
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).

21 Institutional Holders

25,882 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
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
HARBOUR INVESTMENTS, INC.	31 Dec, 2025	40	0	0.00%	$615.00
SBI Securities Co., Ltd.	31 Dec, 2025	36	-21	-36.84%	$554.00
Parallel Advisors, LLC	31 Dec, 2025	19	0	0.00%	$292.00
EverSource Wealth Advisors, LLC	31 Dec, 2025	10	0	0.00%	$154.00
IFP Advisors, Inc	31 Dec, 2025	3	0	0.00%	$46.00

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