Orion Energy Systems Ownership | Who Owns Orion Energy Systems?
Orion Energy Systems Ownership Summary
Orion Energy Systems is owned by 46.36% institutional investors, 4.07% insiders, and 49.57% retail investors. North star investment management is the largest institutional shareholder, holding 11.96% of OESX shares. Tieton Small Cap Value is the top mutual fund, with 6.45% of its assets in Orion Energy Systems shares.
OESX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Orion Energy Systems | 46.36% | 4.07% | 49.57% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Electrical Equipment Stocks | 41.78% | 16.24% | 41.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| North star investment management | 3.89M | 11.96% | $4.31M |
| Grace & white inc /ny | 2.66M | 8.19% | $2.95M |
| Tieton capital management | 2.19M | 6.73% | $2.43M |
| Renaissance | 1.34M | 4.13% | $1.49M |
| Vanguard group | 1.28M | 3.93% | $1.42M |
| Acuitas investments | 1.14M | 3.51% | $1.27M |
| Us bancorp \de\ | 970.52K | 2.99% | $1.08M |
| Penbrook management | 391.50K | 1.21% | $434.56K |
| Geode capital management | 286.31K | 0.88% | $317.90K |
| Blackrock | 274.53K | 0.85% | $304.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 2.19M | 1.35% | $2.43M |
| Acuitas investments | 1.14M | 0.68% | $1.27M |
| Grace & white inc /ny | 2.66M | 0.55% | $2.95M |
| North star investment management | 3.89M | 0.32% | $4.31M |
| Penbrook management | 391.50K | 0.27% | $434.56K |
| Connors investor services | 141.00K | 0.02% | $156.51K |
| Register financial advisors | 15.00K | 0.01% | $16.65K |
| Renaissance | 1.34M | 0.00% | $1.49M |
| Iag wealth partners | 10.00K | 0.00% | $11.10K |
| Smith anglin financial | 15.00K | 0.00% | $16.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tieton capital management | 2.19M | 1.35% | 53.79K |
| Morgan stanley | 28.49K | - | 23.81K |
| Bank of america corp /de/ | 20.25K | - | 20.25K |
| Geode capital management | 286.31K | - | 17.58K |
| North star investment management | 3.89M | 0.32% | 17.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Annandale capital | - | - | -212.41K |
| Great valley advisor group | - | - | -58.86K |
| Blackrock | 274.53K | - | -48.71K |
| Millennium management | 10.54K | - | -24.47K |
| Landscape capital management | - | - | -18.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Iag wealth partners | 10.00K | 0.00% | 10.00K | $11.10K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -1.00 |
| Johnson financial group | -410.00 |
| Spire wealth management | -956.00 |
| Wealth enhancement advisory services | -10.00K |
| Two sigma securities | -10.38K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 41 | -8.89% | 15,216,361 | 0.73% | 46 | 2.14% | 9 | -35.71% | 8 | -46.67% |
| Jun 30, 2024 | 45 | -4.26% | 15,106,617 | -1.85% | 46 | 2.08% | 14 | -12.50% | 15 | 25.00% |
| Mar 31, 2024 | 47 | -11.32% | 15,390,907 | -0.88% | 47 | 2.08% | 16 | -36.00% | 12 | 9.09% |
| Dec 31, 2023 | 53 | - | 15,528,056 | 0.85% | 47 | 2.11% | 25 | 38.89% | 11 | -21.43% |
| Sep 30, 2023 | 53 | -3.64% | 15,396,729 | -5.50% | 47 | 1.87% | 18 | 5.88% | 14 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tieton Small Cap Value | 2.11M | 6.45% | 53.79K |
| North Star Opportunity I | 1.98M | 6.02% | - |
| Vanguard Total Stock Mkt Idx Inv | 781.38K | 2.37% | - |
| Pleiades Small Cap Equity A | 550.79K | 1.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 453.96K | 1.38% | - |
| Fidelity Extended Market Index | 181.45K | 0.55% | 18.14K |
| Acuitas US Microcap Institutional | 176.08K | 0.54% | - |
| Fidelity Total Market Index | 45.57K | 0.14% | - |
| BlackRock Extended Equity Market K | 44.20K | 0.14% | -19.00 |
| Fidelity Series Total Market Index | 42.17K | 0.13% | 5.98K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | Otten Anthony L. | - | Buy | $4.30K |
| Jun 14, 2024 | RICHSTONE ELLEN B | - | Buy | $22.90K |
| Jun 12, 2024 | Otten Anthony L. | - | Buy | $5.45K |
| Jun 12, 2024 | Wishart-Smith Heather L | - | Buy | $10.02K |
| Dec 01, 2023 | BRODIN J PER | EVP, CFO, CAO & Treasurer | Buy | $4.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q2 | 3 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 5 | - |
| 2023 Q3 | 1 | - |
OESX Ownership FAQ
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