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

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Common stock, no par value
Symbol
OESX on Nasdaq
Shares outstanding
3,530,710
Price per share
$17.26
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,408,703
Total reported value
$21,665,706
% of total 13F portfolios
0%
Share change
+34,083
Value change
+$635,259
Number of holders
26
Price from insider filings
$17.26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
GRACE & WHITE INC /NY 6.3% $3,612,891 223,847 Grace & White, Inc. 31 Dec 2025

As of 31 Dec 2025, 26 institutional investors reported holding 1,408,703 shares of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX). This represents 40% of the company’s total 3,530,710 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
North Star Investment Management Corp. 12% 407,452 +6.3% 0.39% $6,266,612
Tieton Capital Management, LLC 7.3% 256,194 +0.62% 1.3% $3,940,000
GRACE & WHITE INC /NY 6.3% 220,987 -25% 0.61% $3,398,782
RENAISSANCE TECHNOLOGIES LLC 3.8% 134,776 +0.38% 0% $2,072,855
VANGUARD GROUP INC 3.7% 129,958 +3.5% 0% $1,998,754
SEI INVESTMENTS CO 1.7% 60,714 0% $933,774
US BANCORP \DE\ 1.7% 58,555 -40% 0% $900,576
MARSHALL WACE, LLP 1.3% 45,896 0% $705,881
GEODE CAPITAL MANAGEMENT, LLC 0.99% 34,991 -8.1% 0% $538,287
BlackRock, Inc. 0.69% 24,209 0% 0% $372,334
NewEdge Advisors, LLC 0.43% 15,082 0% $231,961
Quadrature Capital Ltd 0.37% 13,156 0% $202,339
BANK OF AMERICA CORP /DE/ 0.06% 2,027 0% 0% $31,175
IAG Wealth Partners, LLC 0.05% 1,700 +6.2% 0% $26,146
Firsthand Capital Management, Inc. 0.04% 1,400 0% 0.04% $21,532
MORGAN STANLEY 0.02% 877 +87% 0% $13,488
WELLS FARGO & COMPANY/MN 0.01% 200 0% 0% $3,076
UBS Group AG 0.01% 184 -48% 0% $2,830
OSAIC HOLDINGS, INC. 0% 161 +35% 0% $2,474
JONES FINANCIAL COMPANIES LLLP 0% 75 0% $1,154
HARBOUR INVESTMENTS, INC. 0% 40 0% 0% $615
SBI Securities Co., Ltd. 0% 36 -37% 0% $554
Parallel Advisors, LLC 0% 19 0% 0% $292
EverSource Wealth Advisors, LLC 0% 10 0% 0% $154
IFP Advisors, Inc 0% 3 0% 0% $46

Institutional Holders of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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