Orion Energy Systems Inc (OESX) Ownership

17.89 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

North Star Investment Management Corp is the biggest individual institutional holder of Orion Energy Systems Inc (OESX), owning a total of 3.7 million shares. Combined, the top 42 institutional holders of OESX own 57.79% of the company with a total of 19.9 million shares.

In the latest ownership report on June 30th 2025, the top 42 institutional holders increased their combined ownership of OESX by 308 thousand shares. 10 institutions bought 455,853 total additional shares and increased their ownership by an average of 20.66%. However 3 institutions sold 147,878 total shares and decreased their ownership by an average of 13.08%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Orion Energy Systems increased by a net total of 307,975 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
North Star Investment Management Corp10.393%-1.415%3,658,553-52,5002025-06-30
Grace & White Inc8.193%3.573%2,884,08599,4992025-06-30
Tieton Capital Management, LLC7.081%-0.394%2,492,553-9,8702025-06-30
Vanguard Group Inc3.668%0.000%1,291,09002025-06-30
Renaissance Technologies Corp3.584%0.334%1,261,6434,1962025-06-30
U.S. Bancorp2.554%12.445%899,00799,4992025-06-30
Penbrook Management LLC1.470%53.296%517,522179,9252025-06-30
Geode Capital Management, LLC1.063%0.293%374,2901,0922025-06-30
BlackRock Inc0.698%0.000%245,73902025-06-30
Annandale Capital, LLC0.492%0.000%173,33902025-06-30
Citadel Advisors Llc0.406%-37.423%142,982-85,5082025-06-30
Susquehanna International Group, LLP0.360%60.395%126,54547,6492025-06-30
Thompson Davis & Co Inc0.275%5.440%96,9055,0002025-06-30
State Street Corp0.243%0.000%85,60802025-06-30
Northern Trust Corp0.159%0.000%55,79402025-06-30
Morgan Stanley - Brokerage Accounts0.129%59.469%45,43916,9452025-06-30
Mariner Wealth Advisors LLC0.124%0.000%43,52702025-06-30
Beacon Pointe Advisors, LLC0.090%0.000%31,59002025-06-30
Bank of America Corp0.058%0.237%20,330482025-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC0.057%11.111%20,0002,0002025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
North Star Investment Management Corp10.393%-1.415%3,658,553-52,5002025-06-30
Grace & White Inc8.193%3.573%2,884,08599,4992025-06-30
Tieton Capital Management, LLC7.081%-0.394%2,492,553-9,8702025-06-30
Kanen Wealth Management LLC6.620%-0.363%2,155,567-7,8532023-09-30
Vanguard Group Inc3.668%0.000%1,291,09002025-06-30
Renaissance Technologies Corp3.584%0.334%1,261,6434,1962025-06-30
U.S. Bancorp2.554%12.445%899,00799,4992025-06-30
Heartland Advisors Inc2.198%-43.238%714,612-544,3382023-09-30
BDO Internaitonal1.719%0.000%558,71802023-06-30
Penbrook Management LLC1.470%53.296%517,522179,9252025-06-30
Geode Capital Management, LLC1.063%0.293%374,2901,0922025-06-30
Deutsche Bank AG1.147%0.000%366,88102022-06-30
Acuitas Investments, LLC1.075%-64.381%362,242-654,7382025-03-31
Arnhold & S. Bleichroeder Advisers, LLC1.084%-3.755%352,288-13,7462023-09-30
BlackRock Inc0.698%0.000%245,73902025-06-30
Annandale Capital, LLC0.492%0.000%173,33902025-06-30
Citadel Advisors Llc0.406%-37.423%142,982-85,5082025-06-30
Susquehanna International Group, LLP0.360%60.395%126,54547,6492025-06-30
Connors Investor Services0.312%-27.120%102,761-38,2392024-12-31
Dimensional Fund Advisors, Inc.0.314%-45.118%102,150-83,9762023-09-30
Atlantic Trust Group, LLC0.304%0.000%100,000100,0002024-09-30
Thompson Davis & Co Inc0.275%5.440%96,9055,0002025-06-30
Bank of New York Mellon Corp0.299%46.648%96,52530,7042022-09-30
State Street Corporation0.262%0.000%85,60802024-03-31
State Street Corp0.243%0.000%85,60802025-06-30
Cox Capital Co LLC0.247%0.000%80,34580,3452023-09-30
Tocqueville Asset Management L.P.0.207%-8.425%66,300-6,1002022-09-30
GREAT VALLEY ADVISOR GROUP, INC.0.180%6.650%58,8603,6702024-06-30
Wealth Enhancement Advisory Services, LLC0.177%472.417%57,60847,5442023-12-31
Northern Trust Corp0.159%0.000%55,79402025-06-30
Manatuck Hill Partners LLC0.155%0.000%50,00050,0002022-12-31
Morgan Stanley - Brokerage Accounts0.129%59.469%45,43916,9452025-06-30
Mariner Wealth Advisors LLC0.124%0.000%43,52702025-06-30
Millennium Management LLC0.107%-31.300%35,010-15,9512024-03-31
Beacon Pointe Advisors, LLC0.090%0.000%31,59002025-06-30
JANE STREET GROUP, LLC0.075%0.000%24,59924,5992023-12-31
Bank of America Corp0.058%0.237%20,330482025-06-30
Wedbush Morgan Securities Inc0.061%-4.762%20,000-1,0002024-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC0.057%11.111%20,0002,0002025-06-30
LANDSCAPE CAPITAL MANAGEMENT,LLC0.055%-67.959%17,999-38,1752024-06-30
Charles Schwab Investment Management Inc0.052%0.000%16,98702024-09-30
Register Financial Advisors LLC0.046%0.000%15,00002024-09-30

Mutual Fund Ownership

Tieton Small Cap Value is the biggest individual fund holder of Orion Energy Systems Inc (OESX), owning a total of 2.5 million shares. Combined, the top 43 mutual fund holders of OESX own 32.21% of the company with a total of 11 million shares.

In the latest ownership report on July 31st 2025, the top 43 fund holders increased their combined ownership of OESX by 159 thousand shares. 2 funds bought 1,632 total additional shares and increased their ownership by an average of 3.13%. However 4 funds sold 160,760 total shares and decreased their ownership by an average of 8.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Orion Energy Systems decreased by a net total of -159,128 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
North Star Opportunity I5.625%0.000%1,980,00002025-07-31
Vanguard Total Stock Mkt Idx Inv2.213%-2.139%778,987-17,0262025-07-31
Vanguard Institutional Extnd Mkt Idx Tr0.886%-31.303%311,854-142,1022025-07-31
Fidelity Extended Market Index0.493%-0.816%173,547-1,4282025-07-31
Fidelity Total Market Index0.273%-0.212%96,046-2042025-07-31
Fidelity Series Total Market Index0.125%0.000%44,08002025-07-31
Spartan Extended Market Index Pool F0.086%4.950%30,2771,4282025-07-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.058%0.000%20,32402025-07-31
Spartan Total Market Index Pool G0.045%1.311%15,7682042025-07-31
Fidelity Nasdaq Composite Index0.041%0.000%14,34702025-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Tieton Small Cap Value7.081%-0.394%2,492,553-9,8702025-06-30
North Star Opportunity I5.625%0.000%1,980,00002025-07-31
Vanguard US Total Market Shares ETF2.371%0.000%781,37902024-09-30
Vanguard Total Stock Mkt Idx Inv2.213%-2.139%778,987-17,0262025-07-31
Philotimo Focused Growth and Income1.863%-0.217%605,627-1,3142023-09-30
Pleiades Small Cap Equity A1.565%0.000%550,79502025-06-30
Vanguard Extended Market Index Investor1.397%0.000%453,95602023-08-31
Heartland Value Investor1.014%-53.855%329,760-384,8522023-10-31
First Eagle Small Cap Strategy1.011%0.000%328,69902023-06-30
First Eagle US Small Cap Strategy1.010%-0.101%328,368-3312023-09-30
Vanguard Institutional Extnd Mkt Idx Tr0.886%-31.303%311,854-142,1022025-07-31
Heartland Sm-Cap Val Strat0.941%-23.801%300,950-94,0002022-09-30
First Eagle Small Cap Opportunity I0.691%-31.573%224,693-103,6752023-11-30
Wellington CIF Micro Cap Equity0.572%0.000%182,86102022-03-31
Fidelity Extended Market Index0.493%-0.816%173,547-1,4282025-07-31
Acuitas US Microcap Institutional0.473%0.000%166,55902025-06-30
Fidelity® Extended Market Index0.470%0.000%152,91302023-11-30
Fidelity Total Market Index0.273%-0.212%96,046-2042025-07-31
WisdomTree US SmallCap Earnings ETF0.198%0.000%63,40002022-11-30
BlackRock Extended Mkt Composite0.155%0.000%50,71102023-09-30
DFA US Targeted Value I0.141%0.000%45,86802023-06-30
Fidelity® Total Market Index0.140%0.000%45,57102023-11-30
BlackRock Extended Equity Market K0.134%-0.043%44,196-192024-09-30
Fidelity Series Total Market Index0.125%0.000%44,08002025-07-31
Acuitas US Microcap Strategy0.134%0.000%43,39543,3952022-06-30
Extended Equity Market Fund K0.122%-1.958%42,874-8562025-06-30
Fidelity® Series Total Market Index0.111%0.000%36,18802023-11-30
Spartan Extended Market Index Pool F0.086%4.950%30,2771,4282025-07-31
iShares Core S&P Total US Stock Mkt ETF0.086%0.000%27,83102023-08-31
DFA US Small Cap I0.083%0.000%26,81302023-05-31
Spartan Extended Market Index Pool E0.081%5.894%26,7891,4912025-03-31
iShares Micro-Cap ETF0.082%-59.896%26,732-39,9242024-06-28
NT Ext Equity Mkt Idx Fd - L0.073%0.000%25,55102025-06-30
Northern Trust Extended Eq Market Idx0.073%0.000%25,55102025-06-30
NT Ext Equity Mkt Idx Fd - NL0.059%0.000%20,82102025-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.058%0.000%20,32402024-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.058%0.000%20,32402025-07-31
Schwab Total Stock Market Index0.050%0.000%16,98702025-05-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.046%-0.247%16,167-402025-06-30
Spartan Total Market Index Pool G0.045%1.311%15,7682042025-07-31
Fidelity Nasdaq Composite Index0.041%0.000%14,34702025-07-31
Firsthand Alternative Energy0.040%0.000%14,00002025-06-30
Vanguard Balanced Index Inv0.041%0.000%13,57002024-08-31

Discussions

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stockenthusiast11/28/25 05:45am

$OESX we had no volume for days before the last big rip

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