Security Snapshot

ORION ENERGY SYSTEMS, INC. - Common Stock, no par value (OESX) Institutional Ownership

CUSIP: 686275207

13F Institutional Holders and Ownership History from Q3 2025 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

34

Shares (Excl. Options)

1.81MFull value: 1,813,786 · shares · 30 Jun 2026

Price

$11.69

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-182,957
Value change
-$1,393,027
Number of holders
34
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
4,111,111
SEC-reported price per share
$30.50
Insider filing price
$30.50
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • OESX - ORION ENERGY SYSTEMS, INC. - Common Stock, no par value is tracked under CUSIP 686275207.
  • 34 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 36 to 34 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $17.45MFull value: $17,449,328 · USD · 31 Mar 2026
    to
    $21.2MFull value: $21,202,687 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 34 institutions filings for Q2 2026.

Open SEC evidence

Security key

686275207

13F reference period

Q2 2026

13F holders

34

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
OESX
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
HIRSCHMAN ORIN 9.9% $12,413,500 407,000 Orin Hirschman 30 Sep 2026
GRACE & WHITE INC /NY 6.3% $3,612,891 223,847 Grace & White, Inc. 31 Dec 2025
As of 30 Jun 2026, 34 institutional investors reported holding
1.81MFull value: 1,813,786 · shares · 30 Jun 2026
shares of ORION ENERGY SYSTEMS, INC. - Common Stock, no par value (OESX). This represents 44% of the company’s total
4.11MFull value: 4,111,111 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
North Star Investment Management Corp. 13% 526,952 +0.27% 0.33% $6,160,069
Tieton Capital Management, LLC 6.9% 284,526 +6.8% 0.96% $3,326,000
GRACE & WHITE INC /NY 6.4% 263,613 +9.2% 0.49% $3,081,636
RENAISSANCE TECHNOLOGIES LLC 4.4% 181,669 +1.8% 0% $2,123,711
VANGUARD CAPITAL MANAGEMENT LLC 3.1% 127,484 +14% 0% $1,490,288
US BANCORP \DE\ 1.7% 70,155 0% 0% $820,112
MARSHALL WACE, LLP 1.5% 61,342 +7.8% 0% $717,088
SEI INVESTMENTS CO 1.3% 55,406 -57% 0% $647,690
JANE STREET GROUP, LLC 1.3% 53,685 +98% 0% $627,578
GEODE CAPITAL MANAGEMENT, LLC 0.93% 38,125 -4.9% 0% $445,788
BlackRock, Inc. 0.9% 36,890 +52% 0% $431,244
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.76% 31,140 +30% 0.01% $364,027
VANGUARD FIDUCIARY TRUST CO 0.55% 22,796 +32% 0% $266,485
ESSEX INVESTMENT MANAGEMENT CO LLC 0.5% 20,608 +64% 0.03% $240,908
Quadrature Capital Ltd 0.49% 20,219 +101% 0% $236,360
Farther Finance Advisors, LLC 0.24% 9,700 0% $113,393
MORGAN STANLEY 0.04% 1,747 +99% 0% $20,422
IAG Wealth Partners, LLC 0.04% 1,700 0% 0% $19,873
Firsthand Capital Management, Inc. 0.03% 1,400 0% 0.03% $16,366
Axiom Investment Management LLC 0.03% 1,206 0% 0.01% $14,098
Vanguard Global Advisers, LLC 0.02% 722 0% 0% $8,440
ROYAL BANK OF CANADA 0.02% 634 0% $7,000
JPMORGAN CHASE & CO 0.01% 591 0% $7,000
JONES FINANCIAL COMPANIES LLLP 0.01% 378 +195% 0% $4,279
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% 344 0% 0% $4,021

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
5
Headline period
Q2 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 282,879 $8,627,810 -$337,727 $30.50 4
2026 Q2 1,813,786 $21,202,687 -$1,393,027 $11.69 34
2026 Q1 1,996,475 $17,449,328 +$5,113,100 $8.74 36
2025 Q4 1,408,703 $21,665,706 +$635,259 $15.38 26
2025 Q3 1,374,620 $12,037,806 +$12,037,806 $8.76 25
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