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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

34

Shares (Excl. Options)

1,813,786

Price

$11.69

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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
3,530,710
SEC-reported price per share
$11.69
Insider filing price
$11.69
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • OESX - ORION ENERGY SYSTEMS, INC. - Common stock, no par value is tracked under CUSIP 686275207.
  • 34 institutions reported positions in Q2 2026.
  • 1 significant owner 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 $17,449,328 to $21,202,687.

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

Latest holder period

Q2 2026

13F holders

34

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
1
Security
OESX
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 30 Jun 2026, 34 institutional investors reported holding 1,813,786 shares of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX). This represents 51% of the company’s total 3,530,710 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
51%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
North Star Investment Management Corp. 15% 526,952 +0.27% 0.33% $6,160,069
Tieton Capital Management, LLC 8.1% 284,526 +6.8% 0.96% $3,326,000
GRACE & WHITE INC /NY 7.5% 263,613 +9.2% 0.49% $3,081,636
RENAISSANCE TECHNOLOGIES LLC 5.1% 181,669 +1.8% 0% $2,123,711
VANGUARD CAPITAL MANAGEMENT LLC 3.6% 127,484 +14% 0% $1,490,288
US BANCORP \DE\ 2% 70,155 0% 0% $820,112
MARSHALL WACE, LLP 1.7% 61,342 +7.8% 0% $717,088
SEI INVESTMENTS CO 1.6% 55,406 -57% 0% $647,690
JANE STREET GROUP, LLC 1.5% 53,685 +98% 0% $627,578
GEODE CAPITAL MANAGEMENT, LLC 1.1% 38,125 -4.9% 0% $445,788
BlackRock, Inc. 1% 36,890 +52% 0% $431,244
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.88% 31,140 +30% 0.01% $364,027
VANGUARD FIDUCIARY TRUST CO 0.65% 22,796 +32% 0% $266,485
ESSEX INVESTMENT MANAGEMENT CO LLC 0.58% 20,608 +64% 0.03% $240,908
Quadrature Capital Ltd 0.57% 20,219 +101% 0% $236,360
Farther Finance Advisors, LLC 0.27% 9,700 0% $113,393
MORGAN STANLEY 0.05% 1,747 +99% 0% $20,422
IAG Wealth Partners, LLC 0.05% 1,700 0% 0% $19,873
Firsthand Capital Management, Inc. 0.04% 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 0.02% 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
4
Latest
Q2 2026
Rows shown
1-4 of 4
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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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