Orion Energy Systems Ownership | Who Owns Orion Energy Systems?


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Orion Energy Systems Ownership Summary


Orion Energy Systems is owned by 46.50% institutional investors, 4.06% insiders, and 49.44% 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


TypeName% Inst% Insiders% Retail
StockOrion Energy Systems46.50%4.06%49.44%
SectorIndustrials Stocks 60.70%10.27%29.03%
IndustryElectrical Equipment Stocks42.81%15.74%41.45%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
North star investment management3.89M11.96%$4.31M
Grace & white inc /ny2.66M8.19%$2.95M
Tieton capital management2.19M6.73%$2.43M
Renaissance1.34M4.13%$1.49M
Vanguard group1.28M3.93%$1.42M
Acuitas investments1.14M3.51%$1.27M
Us bancorp \de\970.52K2.99%$1.08M
Penbrook management391.50K1.21%$434.56K
Geode capital management286.31K0.88%$317.90K
Blackrock274.53K0.85%$304.73K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tieton capital management2.19M1.35%$2.43M
Acuitas investments1.14M0.68%$1.27M
Grace & white inc /ny2.66M0.55%$2.95M
North star investment management3.89M0.32%$4.31M
Penbrook management391.50K0.27%$434.56K
Connors investor services141.00K0.02%$156.51K
Register financial advisors15.00K0.01%$16.65K
Renaissance1.34M0.00%$1.49M
Iag wealth partners10.00K0.00%$11.10K
Smith anglin financial15.00K0.00%$16.65K

Top Buyers

HolderShares% AssetsChange
Tieton capital management2.19M1.35%53.79K
Morgan stanley28.49K-23.81K
Bank of america corp /de/20.25K-20.25K
Geode capital management286.31K-17.58K
North star investment management3.89M0.32%17.00K

Top Sellers

HolderShares% AssetsChange
Annandale capital---212.41K
Great valley advisor group---58.86K
Blackrock274.53K--48.71K
Millennium management10.54K--24.47K
Landscape capital management---18.00K

New Positions

HolderShares% AssetsChangeValue
Iag wealth partners10.00K0.00%10.00K$11.10K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202445-4.26%15,106,617-1.85%462.08%14-12.50%1525.00%
Mar 31, 202447-11.32%15,390,907-0.88%472.08%16-36.00%129.09%
Dec 31, 202353-15,528,0560.85%472.11%2538.89%11-21.43%
Sep 30, 202353-3.64%15,396,729-5.50%471.87%185.88%1416.67%
Jun 30, 202355-16,291,9691.47%502.04%17-129.09%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Tieton Small Cap Value2.11M6.45%53.79K
North Star Opportunity I1.98M6.02%-
Vanguard Total Stock Mkt Idx Inv781.38K2.37%-
Pleiades Small Cap Equity A550.79K1.68%-
Vanguard Institutional Extnd Mkt Idx Tr453.96K1.39%-
Fidelity Extended Market Index181.45K0.55%18.14K
Acuitas US Microcap Institutional176.08K0.54%18.00K
Fidelity Total Market Index45.57K0.14%-
BlackRock Extended Equity Market K44.20K0.14%-19.00
Fidelity Series Total Market Index42.17K0.13%5.98K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 18, 2024Otten Anthony L.-Buy$4.30K
Jun 14, 2024RICHSTONE ELLEN B-Buy$22.90K
Jun 12, 2024Otten Anthony L.-Buy$5.45K
Jun 12, 2024Wishart-Smith Heather L-Buy$10.02K
Dec 01, 2023BRODIN J PER EVP, CFO, CAO & TreasurerBuy$4.55K

Insider Transactions Trends


DateBuySell
2024 Q41-
2024 Q23-
2024 Q1--
2023 Q45-
2023 Q31-

OESX Ownership FAQ


Who Owns Orion Energy Systems?

Orion Energy Systems shareholders are primarily institutional investors at 46.50%, followed by 4.06% insiders and 49.44% retail investors. The average institutional ownership in Orion Energy Systems's industry, Electrical Equipment Stocks, is 42.81%, which Orion Energy Systems exceeds.

Who owns the most shares of Orion Energy Systems?

Orion Energy Systems’s largest shareholders are North star investment management (3.89M shares, 11.96%), Grace & white inc /ny (2.66M shares, 8.19%), and Tieton capital management (2.19M shares, 6.73%). Together, they hold 26.89% of Orion Energy Systems’s total shares outstanding.

Does Blackrock own Orion Energy Systems?

Yes, BlackRock owns 0.85% of Orion Energy Systems, totaling 274.53K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 304.73K$. In the last quarter, BlackRock decreased its holdings by -48.713K shares, a -15.07% change.

Who is Orion Energy Systems’s biggest shareholder by percentage of total assets invested?

Tieton capital management is Orion Energy Systems’s biggest shareholder by percentage of total assets invested, with 1.35% of its assets in 2.19M Orion Energy Systems shares, valued at 2.43M$.

Who is the top mutual fund holder of Orion Energy Systems shares?

Tieton Small Cap Value is the top mutual fund holder of Orion Energy Systems shares, with 6.45% of its total shares outstanding invested in 2.11M Orion Energy Systems shares.

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