ORION ENERGY SYS INC (OESX)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
Institutions report 1,529,275 shares against 4,089,286 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | $6.2M | 526,952 | 0.33% | 4q | HELD |
| GRACE & WHITE INC /NY | $3.1M | 263,613 | 0.49% | 4q | +9.2%+$259.8K |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | 181,669 | 0.00% | 4q | +1.8%+$37.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 127,484 | 0.00% | 2q | +13.9%+$181.9K |
| US BANCORP \DE\ | $820.1K | 70,155 | 0.00% | 4q | HELD |
| MARSHALL WACE, LLP | $717.1K | 61,342 | 0.00% | 3q | +7.8%+$51.6K |
| SEI INVESTMENTS CO | $647.7K | 55,406 | 0.00% | 3q | -57.4%-$873.2K |
| JANE STREET GROUP, LLC | $627.6K | 53,685 | 0.00% | 2q | +97.7%+$310.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $445.8K | 38,125 | 0.00% | 4q | -4.9%-$23.1K |
| BlackRock, Inc. | $431.2K | 36,890 | 0.00% | 4q | +52.4%+$148.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $364.0K | 31,140 | 0.01% | 2q | +30.1%+$84.2K |
| VANGUARD FIDUCIARY TRUST CO | $266.5K | 22,796 | 0.00% | 2q | +31.7%+$64.1K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $240.9K | 20,608 | 0.03% | 2q | +64.1%+$94.1K |
| Quadrature Capital Ltd | $236.4K | 20,219 | 0.00% | 3q | +100.6%+$118.5K |
| Farther Finance Advisors, LLC | $113.4K | 9,700 | 0.00% | new | NEW |
| MORGAN STANLEY | $20.4K | 1,747 | 0.00% | 4q | +99.2%+$10.2K |
| IAG Wealth Partners, LLC | $19.9K | 1,700 | 0.00% | 4q | HELD |
| Firsthand Capital Management, Inc. | $16.4K | 1,400 | 0.03% | 4q | HELD |
| Axiom Investment Management LLC | $14.1K | 1,206 | 0.01% | 2q | HELD |
| Vanguard Global Advisers, LLC | $8.4K | 722 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $7.0K | 591 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $7.0K | 634 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 378 | 0.00% | 3q | +195.3%+$2.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.0K | 344 | 0.00% | 2q | HELD |
| Tieton Capital Management, LLC | $3.3K | 284,526 | 0.96% | 4q | +6.8% |
| COMPASS FINANCIAL MANAGEMENT LLC | $3.1K | 268 | 0.00% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $2.3K | 200 | 0.00% | 4q | -50.0%-$2.3K |
| OSAIC HOLDINGS, INC. | $1.4K | 119 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $701 | 60 | 0.00% | 4q | +50.0% |
| UBS Group AG | $479 | 41 | 0.00% | 4q | -90.2%-$4.4K |
| SBI Securities Co., Ltd. | $362 | 31 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $222 | 19 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $175 | 15 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $174 | 15 | 0.00% | new | NEW |
| BARCLAYS PLC | $12 | 1 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $0 | 0 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-02 | 13G/A | North Star Investment Management Corporation | 13.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $17.9M | 1,529,275 | 7 | 13 | 4 | 0.0% |
| Q1 2026 | 34 | $14.9M | 1,706,059 | 10 | 10 | 3 | 0.0% |
| Q4 2025 | 25 | $17.7M | 1,152,509 | 5 | 5 | 5 | 0.0% |
| Q3 2025 | 24 | $9.8M | 1,120,006 | 24 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $3 | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2024 | 1 | $1 | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2023 | 1 | $378 | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 1 | $489 | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 2 | $49.3K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 2 | $44.6K | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2022 | 2 | $29.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2022 | 2 | $115.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2022 | 2 | $120.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2021 | 2 | $86.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2021 | 2 | $63.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $33.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2021 | 2 | $99.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2020 | 2 | $72.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 2 | $282.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2020 | 2 | $64.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2020 | 2 | $162.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 2 | $94.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 3 | $76.0K | 0 | 3 | 0 | 0 | 100.0% |
| Q2 2019 | 2 | $16.0K | 0 | 2 | 0 | 0 | 100.0% |