Orion Energy Systems Ownership 2024 | Who Owns Orion Energy Systems Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

46.50%

Insider Ownership

4.08%

Retail Ownership

49.42%

Institutional Holders

45.00

Orion Energy Systems Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORTH STAR INVESTMENT MANAGEMENT CORP.11.96%0.32%3,885,70217,0000.44%4,313,129Jun 30, 2024
GRACE & WHITE INC /NY8.19%0.55%2,661,95513,0110.49%2,954,770Jun 30, 2024
TIETON CAPITAL MANAGEMENT, LLC6.73%1.35%2,186,93153,7892.52%2,427,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC4.13%0.00%1,341,035-13,197-0.97%1,488,549Jun 30, 2024
VANGUARD GROUP INC3.93%-1,276,456--1,416,866Jun 30, 2024
ACUITAS INVESTMENTS, LLC3.51%0.68%1,140,133--1,265,548Jun 30, 2024
US BANCORP \DE\2.99%0.00%970,52413,0111.36%1,077,282Jun 30, 2024
PENBROOK MANAGEMENT LLC1.21%0.27%391,497-13,750-3.39%434,562Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.88%-286,31117,5836.54%317,897Jun 30, 2024
BLACKROCK INC.0.85%-274,531-48,713-15.07%304,730Jun 30, 2024
CONNORS INVESTOR SERVICES INC0.43%0.02%141,000-2,369-1.65%156,510Jun 30, 2024
STATE STREET CORP0.26%-85,608--95,025,000Jun 30, 2024
GREAT VALLEY ADVISOR GROUP, INC.0.18%0.00%58,8603,6706.65%65,285Jun 30, 2024
NORTHERN TRUST CORP0.17%-55,794-109-0.20%61,931,000Jun 30, 2024
MORGAN STANLEY0.09%-28,49423,809508.20%31,628Jun 30, 2024
BANK OF AMERICA CORP /DE/0.06%-20,25120,251100.00%22,479Jun 30, 2024
BEACON POINTE ADVISORS, LLC0.06%0.00%20,000-5,908-22.80%22,200Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.06%0.00%17,999-38,175-67.96%19,979Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.05%-16,987--18,856Jun 30, 2024
WEDBUSH SECURITIES INC0.05%0.00%15,000-5,000-25.00%17,000Jun 30, 2024

Orion Energy Systems's largest institutional shareholder is NORTH STAR INVESTMENT MANAGEMENT CORP., holding 11.96% of the company's total share outstanding, currently valued at $4.31M. The top 10 institutional shareholders own together 44.37% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TIETON CAPITAL MANAGEMENT, LLC6.73%1.35%2,186,93153,7892.52%2,427,000Jun 30, 2024
ACUITAS INVESTMENTS, LLC3.51%0.68%1,140,133--1,265,548Jun 30, 2024
GRACE & WHITE INC /NY8.19%0.55%2,661,95513,0110.49%2,954,770Jun 30, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.11.96%0.32%3,885,70217,0000.44%4,313,129Jun 30, 2024
PENBROOK MANAGEMENT LLC1.21%0.27%391,497-13,750-3.39%434,562Jun 30, 2024
CONNORS INVESTOR SERVICES INC0.43%0.02%141,000-2,369-1.65%156,510Jun 30, 2024
REGISTER FINANCIAL ADVISORS LLC0.05%0.01%15,000--16,650Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC4.13%0.00%1,341,035-13,197-0.97%1,488,549Jun 30, 2024
IAG WEALTH PARTNERS, LLC0.03%0.00%10,00010,000100.00%11,100Jun 30, 2024
GREAT VALLEY ADVISOR GROUP, INC.0.18%0.00%58,8603,6706.65%65,285Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.06%0.00%17,999-38,175-67.96%19,979Jun 30, 2024
SMITH ANGLIN FINANCIAL, LLC0.05%0.00%15,000--16,650Jun 30, 2024
US BANCORP \DE\2.99%0.00%970,52413,0111.36%1,077,282Jun 30, 2024
WEDBUSH SECURITIES INC0.05%0.00%15,000-5,000-25.00%17,000Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.03%0.00%11,16411,164100.00%13,000Jun 30, 2024
KESTRA PRIVATE WEALTH SERVICES, LLC0.05%0.00%15,000--16,650Jun 30, 2024
BEACON POINTE ADVISORS, LLC0.06%0.00%20,000-5,908-22.80%22,200Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%7,8281,60225.73%8,689Jun 30, 2024
HARBOUR INVESTMENTS, INC.0.00%0.00%1,400--1,554Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.88%-286,31117,5836.54%317,897Jun 30, 2024

The largest Orion Energy Systems shareholder by % of total assets is TIETON CAPITAL MANAGEMENT, LLC. The company owns 2.19M shares of Orion Energy Systems (OESX), representing 1.35% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TIETON CAPITAL MANAGEMENT, LLC6.73%1.35%2,186,93153,7892.52%2,427,000Jun 30, 2024
MORGAN STANLEY0.09%-28,49423,809508.20%31,628Jun 30, 2024
BANK OF AMERICA CORP /DE/0.06%-20,25120,251100.00%22,479Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.88%-286,31117,5836.54%317,897Jun 30, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.11.96%0.32%3,885,70217,0000.44%4,313,129Jun 30, 2024
US BANCORP \DE\2.99%0.00%970,52413,0111.36%1,077,282Jun 30, 2024
GRACE & WHITE INC /NY8.19%0.55%2,661,95513,0110.49%2,954,770Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.03%0.00%11,16411,164100.00%13,000Jun 30, 2024
IAG WEALTH PARTNERS, LLC0.03%0.00%10,00010,000100.00%11,100Jun 30, 2024
GREAT VALLEY ADVISOR GROUP, INC.0.18%0.00%58,8603,6706.65%65,285Jun 30, 2024
WELLS FARGO & COMPANY/MN0.01%-2,0011,761733.75%2,221Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%7,8281,60225.73%8,689Jun 30, 2024
JPMORGAN CHASE & CO0.00%-7211.41%80Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD--1--1Jun 30, 2024
ALLWORTH FINANCIAL LP0.00%-500--515Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.05%-16,987--18,856Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC0.00%-650--722Jun 30, 2024
STATE STREET CORP0.26%-85,608--95,025,000Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%-100--108Jun 30, 2024
PARALLEL ADVISORS, LLC0.00%-526--584Jun 30, 2024

As of Jun 30 2024, Orion Energy Systems's largest institutional buyer is TIETON CAPITAL MANAGEMENT, LLC. The company purchased 53.79K stocks of OESX, valued at $2.43M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ANNANDALE CAPITAL, LLC----212,408-100.00%-Jun 30, 2024
BLACKROCK INC.0.85%-274,531-48,713-15.07%304,730Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.06%0.00%17,999-38,175-67.96%19,979Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.03%-10,537-24,473-69.90%11,696Jun 30, 2024
FIRSTHAND CAPITAL MANAGEMENT, INC.----14,000-100.00%-Jun 30, 2024
PENBROOK MANAGEMENT LLC1.21%0.27%391,497-13,750-3.39%434,562Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC4.13%0.00%1,341,035-13,197-0.97%1,488,549Jun 30, 2024
GOLDMAN SACHS GROUP INC----11,034-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----10,384-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----10,000-100.00%-Jun 30, 2024
BEACON POINTE ADVISORS, LLC0.06%0.00%20,000-5,908-22.80%22,200Jun 30, 2024
WEDBUSH SECURITIES INC0.05%0.00%15,000-5,000-25.00%17,000Jun 30, 2024
CONNORS INVESTOR SERVICES INC0.43%0.02%141,000-2,369-1.65%156,510Jun 30, 2024
UBS GROUP AG0.04%-11,515-2,176-15.89%12,782Jun 30, 2024
LPL FINANCIAL LLC0.04%-12,568-1,500-10.66%13,950Jun 30, 2024
SPIRE WEALTH MANAGEMENT----956-100.00%-Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.----410-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-1,590-200-11.17%1,764Jun 30, 2024
NORTHERN TRUST CORP0.17%-55,794-109-0.20%61,931,000Jun 30, 2024
IFP ADVISORS, INC0.00%-30-5-14.29%34Jun 30, 2024

As of Jun 30 2024, Orion Energy Systems's biggest institutional seller is ANNANDALE CAPITAL, LLC. The company sold -0.21M shares of OESX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PICTON MAHONEY ASSET MANAGEMENT0.03%0.00%11,16411,164100.00%13,000Jun 30, 2024
IAG WEALTH PARTNERS, LLC0.03%0.00%10,00010,000100.00%11,100Jun 30, 2024

Orion Energy Systems's largest new institutional shareholder by number of shares is PICTON MAHONEY ASSET MANAGEMENT, purchased 11.16K shares, valued at $13.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ANNANDALE CAPITAL, LLC----212,408-100.00%-Jun 30, 2024
FIRSTHAND CAPITAL MANAGEMENT, INC.----14,000-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----11,034-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----10,384-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----10,000-100.00%-Jun 30, 2024
SPIRE WEALTH MANAGEMENT----956-100.00%-Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.----410-100.00%-Jun 30, 2024

Orion Energy Systems's largest sold out institutional shareholder by shares sold is ANNANDALE CAPITAL, LLC, sold -0.21M shares, valued at -, as of undefined.

Orion Energy Systems Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
HEARTLAND GROUP INC1.26%714,612--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.17%1,965,000265,00015.59%Feb 29, 2024
FORUM FUNDS II0.16%158,08013,8209.58%Mar 31, 2024
World Funds Trust0.05%605,627--Jan 31, 2024
FIRSTHAND FUNDS0.04%14,000--Mar 28, 2024
SunAmerica Specialty Series0.04%19,540--Apr 30, 2021
FIRST TRUST EXCHANGE-TRADED FUND0.03%336,922--Mar 31, 2024
AMG FUNDS III0.03%169,442--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.03%13,570--Mar 31, 2024
BRIDGEWAY FUNDS INC0.02%43,400--Mar 28, 2024
ALPS ETF Trust0.02%215,331--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%4,742--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%44,492--Mar 31, 2024
SSGA FUNDS0.00%2,113--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%1,235,335-438,009-26.18%Mar 31, 2024
Legg Mason ETF Investment Trust0.00%5,226--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%62,890--Jan 31, 2024
VICTORY PORTFOLIOS0.00%62,890--Mar 31, 2024
GPS Funds I0.00%10,793--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%247,901-1,118-0.45%Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%21,300--Feb 29, 2024
Calvert Variable Products, Inc.0.00%2,360--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%20,324--Mar 31, 2024
RBB FUND, INC.0.00%39,300--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%16,987--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%12,767--Mar 31, 2024
AdvisorShares Trust0.00%1,393--Mar 28, 2024
Goldman Sachs ETF Trust0.00%19,551--Feb 29, 2024
Lattice Strategies Trust0.00%268--Mar 31, 2024
Segall Bryant & Hamill Trust0.00%2,262--Mar 31, 2024
RUSSELL INVESTMENT FUNDS0.00%13,976--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%5,000--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%833--Mar 31, 2024
PGIM ETF TRUST0.00%4,447--Feb 29, 2024
RUSSELL INVESTMENT CO0.00%19,893--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%12,590--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%208,843--Mar 31, 2024
ProFunds0.00%587--Mar 31, 2024
VALIC Co I0.00%12,834--Feb 29, 2024
Tidal Trust II0.00%1,08414415.32%Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%87,751--Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%5,102--Mar 31, 2024
Dimensional ETF Trust0.00%16,245--Jan 31, 2024
ALLSPRING MASTER TRUST0.00%1,926--Feb 29, 2024
WisdomTree Trust0.00%60,128--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%3,658--Jan 31, 2024
FIRST EAGLE FUNDS0.00%328,368--Jan 31, 2024
PENN SERIES FUNDS INC0.00%700--Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.00%2,613--Feb 29, 2024
NORTHERN FUNDS0.00%2,963--Mar 28, 2024
TIAA-CREF FUNDS0.00%61,487--Mar 31, 2024
Blackstone Alternative Investment Funds0.00%1,200--Mar 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%20,974--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%19,949--Jan 31, 2024
SPDR SERIES TRUST0.00%545,933--Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%1,358--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%3,121--Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%25,600--Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%23,580--Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%2,924--Mar 31, 2024
PACE SELECT ADVISORS TRUST0.00%2,486--Jan 31, 2024
Investment Managers Series Trust0.00%8,178--Mar 31, 2024
iSHARES TRUST0.00%72,368-1,904-2.56%Mar 31, 2024
VANGUARD WELLINGTON FUND0.00%1,769--Feb 29, 2024
EQ ADVISORS TRUST0.00%5,137--Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%3,274--Dec 31, 2023
PACIFIC SELECT FUND0.00%10,930--Mar 31, 2024
Bridge Builder Trust0.00%9,805--Mar 31, 2024
Franklin Templeton ETF Trust0.00%256--Mar 31, 2024
MAINSTAY VP FUNDS TRUST0.00%100--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%5,248--Feb 29, 2024
BlackRock Variable Series Funds, Inc.0.00%3,152--Mar 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%13,800--Feb 29, 2024
BLACKROCK FUNDS0.00%3,789--Mar 28, 2024
MAINSTAY FUNDS TRUST0.00%100--Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%915--Mar 31, 2024
John Hancock Funds II0.00%4,270--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%15--Jan 31, 2024

Orion Energy Systems's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 714.61K shares, compromising 1.26% of its total assets.

Orion Energy Systems Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2445-4.26%
31 Mar, 2447-11.32%
31 Dec, 2353-
30 Sep, 2353-3.64%
30 Jun, 2355-
31 Mar, 2355-1.79%
31 Dec, 22567.69%
30 Sep, 2252-8.77%
30 Jun, 2257-19.72%
31 Mar, 2271-2.74%
31 Dec, 21737.35%
30 Sep, 2168-13.92%
30 Jun, 2179-14.13%
31 Mar, 219210.84%
31 Dec, 2083-
30 Sep, 20837.79%
30 Jun, 207713.24%
31 Mar, 206817.24%
31 Dec, 19583.57%
30 Sep, 195630.23%
30 Jun, 194395.45%
31 Mar, 19224.76%
31 Dec, 1821-19.23%
30 Sep, 1826-3.70%
30 Jun, 1827-12.90%
31 Mar, 1831-3.13%
31 Dec, 1732-
30 Sep, 1732-13.51%
30 Jun, 1737-17.78%
31 Mar, 1745-2.17%
31 Dec, 164617.95%
30 Sep, 1639-
30 Jun, 1639-4.88%
31 Mar, 1641-12.77%
31 Dec, 1547-2.08%
30 Sep, 1548-7.69%
30 Jun, 1552-11.86%
31 Mar, 15591.72%
31 Dec, 14585.45%
30 Sep, 1455-16.67%
30 Jun, 1466-4.35%
31 Mar, 14691.47%
31 Dec, 136865.85%
30 Sep, 13412.50%
30 Jun, 1340185.71%
31 Mar, 1314-
31 Dec, 1214-
30 Sep, 1214-26.32%
30 Jun, 121918.75%
31 Mar, 12166.67%
31 Dec, 1115-
30 Sep, 11157.14%
30 Jun, 1114-12.50%
31 Mar, 111660.00%
31 Dec, 1010-9.09%
30 Sep, 1011-15.38%
30 Jun, 1013-35.00%
31 Mar, 1020-
31 Dec, 092033.33%
30 Sep, 0915-16.67%
30 Jun, 091828.57%
31 Mar, 0914-
31 Dec, 0814-22.22%
30 Sep, 0818-10.00%
30 Jun, 082053.85%
31 Mar, 081344.44%
31 Dec, 079-
31 Mar, 071-

As of 30 Jun 24, 45 institutions are holding Orion Energy Systems's shares, representing a decrease of -4.26% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2415,106,617-1.85%
31 Mar, 2415,390,907-0.88%
31 Dec, 2315,528,0560.85%
30 Sep, 2315,396,729-5.49%
30 Jun, 2316,291,9691.47%
31 Mar, 2316,055,3900.76%
31 Dec, 2215,934,7162.29%
30 Sep, 2215,578,371-1.68%
30 Jun, 2215,844,115-5.66%
31 Mar, 2216,793,8771.75%
31 Dec, 2116,505,752-5.26%
30 Sep, 2117,421,907-8.34%
30 Jun, 2119,006,257-9.52%
31 Mar, 2121,007,17712.67%
31 Dec, 2018,645,2665.20%
30 Sep, 2017,723,29612.17%
30 Jun, 2015,800,1938.53%
31 Mar, 2014,557,90512.80%
31 Dec, 1912,906,45711.38%
30 Sep, 1911,587,35410.82%
30 Jun, 1910,456,0042.20%
31 Mar, 1910,230,556-3.68%
31 Dec, 1810,620,881-12.06%
30 Sep, 1812,077,5210.79%
30 Jun, 1811,983,027-0.09%
31 Mar, 1811,993,880-4.91%
31 Dec, 1712,612,637-1.52%
30 Sep, 1712,806,877-0.44%
30 Jun, 1712,862,9751.04%
31 Mar, 1712,730,305-1.69%
31 Dec, 1612,949,7113.98%
30 Sep, 1612,454,3884.59%
30 Jun, 1611,907,8931.13%
31 Mar, 1611,774,4251.72%
31 Dec, 1511,575,844-6.39%
30 Sep, 1512,365,6349.06%
30 Jun, 1511,338,549-2.02%
31 Mar, 1511,572,66919.27%
31 Dec, 149,703,232-1.53%
30 Sep, 149,853,820-7.13%
30 Jun, 1410,610,728-6.13%
31 Mar, 1411,303,33624.52%
31 Dec, 139,077,60335.98%
30 Sep, 136,675,780-5.28%
30 Jun, 137,047,93397.64%
31 Mar, 133,566,0946.33%
31 Dec, 123,353,923-27.74%
30 Sep, 124,641,5895.36%
30 Jun, 124,405,48450.69%
31 Mar, 122,923,526-12.00%
31 Dec, 113,322,218-3.16%
30 Sep, 113,430,633-9.61%
30 Jun, 113,795,446-4.32%
31 Mar, 113,966,85217.44%
31 Dec, 103,377,721-3.31%
30 Sep, 103,493,3404.05%
30 Jun, 103,357,410-10.59%
31 Mar, 103,755,1583.61%
31 Dec, 093,624,49417.04%
30 Sep, 093,096,750-1.28%
30 Jun, 093,136,866183.61%
31 Mar, 091,106,057-74.99%
31 Dec, 084,422,054-19.46%
30 Sep, 085,490,60023.58%
30 Jun, 084,442,88878.32%
31 Mar, 082,491,55460.02%
31 Dec, 071,557,024-
31 Mar, 0720,000-

Orion Energy Systems (OESX) has 15.11M shares outstanding as of 30 Jun 24, down -1.85% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2446.50%2.08%
31 Mar, 2447.31%2.08%
31 Dec, 2347.73%2.11%
30 Sep, 2347.60%1.87%
30 Jun, 2350.45%2.04%
31 Mar, 2349.72%2.01%
31 Dec, 2249.72%2.01%
30 Sep, 2249.72%1.92%
30 Jun, 2250.88%1.74%
31 Mar, 2254.00%1.92%
31 Dec, 2153.10%1.68%
30 Sep, 2156.14%1.48%
30 Jun, 2161.59%1.31%
31 Mar, 2168.57%1.86%
31 Dec, 2060.66%1.82%
30 Sep, 2057.79%2.13%
30 Jun, 2052.06%2.25%
31 Mar, 2048.11%2.64%
31 Dec, 1942.67%2.90%
30 Sep, 1938.38%3.10%
30 Jun, 1935.18%2.91%
31 Mar, 1934.76%2.69%
31 Dec, 1835.92%2.14%
30 Sep, 1840.96%2.41%
30 Jun, 1841.22%2.37%
31 Mar, 1841.67%2.19%
31 Dec, 1743.63%2.21%
30 Sep, 1744.41%2.17%
30 Jun, 1745.20%2.21%
31 Mar, 1745.21%2.15%
31 Dec, 1645.83%2.34%
30 Sep, 1644.21%2.42%
30 Jun, 1642.70%2.37%
31 Mar, 1642.42%2.42%
31 Dec, 1541.83%2.08%
30 Sep, 1544.81%2.63%
30 Jun, 1541.26%1.54%
31 Mar, 1551.77%2.63%
31 Dec, 1444.34%2.17%
30 Sep, 1445.16%1.88%
30 Jun, 1448.97%1.77%
31 Mar, 1452.65%2.88%
31 Dec, 1342.78%4.27%
30 Sep, 1331.65%2.59%
30 Jun, 1334.94%12.11%
31 Mar, 1316.98%6.16%
31 Dec, 1216.61%3.42%
30 Sep, 1222.02%5.78%
30 Jun, 1219.53%11.63%
31 Mar, 1212.96%6.21%
31 Dec, 1114.45%6.49%
30 Sep, 1114.92%5.44%
30 Jun, 1116.56%5.41%
31 Mar, 1117.49%7.92%
31 Dec, 1014.86%6.24%
30 Sep, 1015.43%6.94%
30 Jun, 1014.91%5.04%
31 Mar, 1017.19%6.21%
31 Dec, 0916.63%8.17%
30 Sep, 0914.27%6.76%
30 Jun, 0914.53%55.36%
31 Mar, 095.12%1.66%
31 Dec, 0817.55%4.23%
30 Sep, 0820.37%7.54%
30 Jun, 0816.43%6.40%
31 Mar, 0816.02%12.75%
31 Dec, 0711.21%-
31 Mar, 070.22%-

As of 30 Jun 24, Orion Energy Systems is held by 46.50% institutional shareholders, representing a 2.08% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2414-12.50%
31 Mar, 2416-36.00%
31 Dec, 232538.89%
30 Sep, 23185.88%
30 Jun, 2317-
31 Mar, 2317-37.04%
31 Dec, 222742.11%
30 Sep, 2219-5.00%
30 Jun, 2220-37.50%
31 Mar, 2232-15.79%
31 Dec, 213831.03%
30 Sep, 2129-23.68%
30 Jun, 2138-25.49%
31 Mar, 215134.21%
31 Dec, 2038-11.63%
30 Sep, 2043-17.31%
30 Jun, 205248.57%
31 Mar, 203516.67%
31 Dec, 1930-16.67%
30 Sep, 193620.00%
30 Jun, 1930275.00%
31 Mar, 19814.29%
31 Dec, 187-30.00%
30 Sep, 181042.86%
30 Jun, 187-46.15%
31 Mar, 181318.18%
31 Dec, 171183.33%
30 Sep, 176-50.00%
30 Jun, 1712-36.84%
31 Mar, 17195.56%
31 Dec, 161838.46%
30 Sep, 161344.44%
30 Jun, 169-35.71%
31 Mar, 1614-41.67%
31 Dec, 152484.62%
30 Sep, 1513-38.10%
30 Jun, 1521-30.00%
31 Mar, 153057.89%
31 Dec, 141935.71%
30 Sep, 1414-51.72%
30 Jun, 1429-19.44%
31 Mar, 1436-10.00%
31 Dec, 1340263.64%
30 Sep, 1311-62.07%
30 Jun, 1329314.29%
31 Mar, 137-12.50%
31 Dec, 128-
30 Sep, 128-11.11%
30 Jun, 129-18.18%
31 Mar, 121157.14%
31 Dec, 117-22.22%
30 Sep, 11950.00%
30 Jun, 116-33.33%
31 Mar, 119125.00%
31 Dec, 104-
30 Sep, 10433.33%
30 Jun, 103-75.00%
31 Mar, 1012-14.29%
31 Dec, 091455.56%
30 Sep, 099-25.00%
30 Jun, 091271.43%
31 Mar, 09716.67%
31 Dec, 086-45.45%
30 Sep, 0811-38.89%
30 Jun, 081850.00%
31 Mar, 081233.33%
31 Dec, 079-
31 Mar, 071-

14 institutional shareholders have increased their position in OESX stock as of 30 Jun 24 compared to 16 in the previous quarter (a -12.50% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241525.00%
31 Mar, 24129.09%
31 Dec, 2311-21.43%
30 Sep, 231416.67%
30 Jun, 23129.09%
31 Mar, 2311-21.43%
31 Dec, 2214-22.22%
30 Sep, 2218-
30 Jun, 2218-5.26%
31 Mar, 2219-29.63%
31 Dec, 21273.85%
30 Sep, 2126-16.13%
30 Jun, 2131-
31 Mar, 2131-8.82%
31 Dec, 203421.43%
30 Sep, 2028154.55%
30 Jun, 2011-45.00%
31 Mar, 202025.00%
31 Dec, 191660.00%
30 Sep, 1910100.00%
30 Jun, 19525.00%
31 Mar, 194-33.33%
31 Dec, 18650.00%
30 Sep, 184-33.33%
30 Jun, 18650.00%
31 Mar, 184-33.33%
31 Dec, 176-14.29%
30 Sep, 177-12.50%
30 Jun, 178-20.00%
31 Mar, 1710-
31 Dec, 1610-
30 Sep, 161025.00%
30 Jun, 168-20.00%
31 Mar, 161025.00%
31 Dec, 158-42.86%
30 Sep, 151440.00%
30 Jun, 151025.00%
31 Mar, 158-55.56%
31 Dec, 1418-
30 Sep, 14185.88%
30 Jun, 141741.67%
31 Mar, 141250.00%
31 Dec, 138-27.27%
30 Sep, 13111000.00%
30 Jun, 131-50.00%
31 Mar, 132-
31 Dec, 122-
30 Sep, 122-50.00%
30 Jun, 124-
31 Mar, 12--100.00%
31 Dec, 11350.00%
30 Sep, 112-
30 Jun, 112-50.00%
31 Mar, 114100.00%
31 Dec, 102-
30 Sep, 102-60.00%
30 Jun, 10566.67%
31 Mar, 10350.00%
31 Dec, 092-
30 Sep, 092100.00%
30 Jun, 091-50.00%
31 Mar, 092-33.33%
31 Dec, 083200.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 081-
31 Dec, 07--
31 Mar, 07--

15 institutional shareholders have reduced their position in OESX stock as of 30 Jun 24 compared to 12 in the previous quarter (a 25.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2445-4.26%15,106,617-1.85%46.50%2.08%14-12.50%1525.00%
31 Mar, 2447-11.32%15,390,907-0.88%47.31%2.08%16-36.00%129.09%
31 Dec, 2353-15,528,0560.85%47.73%2.11%2538.89%11-21.43%
30 Sep, 2353-3.64%15,396,729-5.49%47.60%1.87%185.88%1416.67%
30 Jun, 2355-16,291,9691.47%50.45%2.04%17-129.09%
31 Mar, 2355-1.79%16,055,3900.76%49.72%2.01%17-37.04%11-21.43%
31 Dec, 22567.69%15,934,7162.29%49.72%2.01%2742.11%14-22.22%
30 Sep, 2252-8.77%15,578,371-1.68%49.72%1.92%19-5.00%18-
30 Jun, 2257-19.72%15,844,115-5.66%50.88%1.74%20-37.50%18-5.26%
31 Mar, 2271-2.74%16,793,8771.75%54.00%1.92%32-15.79%19-29.63%
31 Dec, 21737.35%16,505,752-5.26%53.10%1.68%3831.03%273.85%
30 Sep, 2168-13.92%17,421,907-8.34%56.14%1.48%29-23.68%26-16.13%
30 Jun, 2179-14.13%19,006,257-9.52%61.59%1.31%38-25.49%31-
31 Mar, 219210.84%21,007,17712.67%68.57%1.86%5134.21%31-8.82%
31 Dec, 2083-18,645,2665.20%60.66%1.82%38-11.63%3421.43%
30 Sep, 20837.79%17,723,29612.17%57.79%2.13%43-17.31%28154.55%
30 Jun, 207713.24%15,800,1938.53%52.06%2.25%5248.57%11-45.00%
31 Mar, 206817.24%14,557,90512.80%48.11%2.64%3516.67%2025.00%
31 Dec, 19583.57%12,906,45711.38%42.67%2.90%30-16.67%1660.00%
30 Sep, 195630.23%11,587,35410.82%38.38%3.10%3620.00%10100.00%
30 Jun, 194395.45%10,456,0042.20%35.18%2.91%30275.00%525.00%
31 Mar, 19224.76%10,230,556-3.68%34.76%2.69%814.29%4-33.33%
31 Dec, 1821-19.23%10,620,881-12.06%35.92%2.14%7-30.00%650.00%
30 Sep, 1826-3.70%12,077,5210.79%40.96%2.41%1042.86%4-33.33%
30 Jun, 1827-12.90%11,983,027-0.09%41.22%2.37%7-46.15%650.00%
31 Mar, 1831-3.13%11,993,880-4.91%41.67%2.19%1318.18%4-33.33%
31 Dec, 1732-12,612,637-1.52%43.63%2.21%1183.33%6-14.29%
30 Sep, 1732-13.51%12,806,877-0.44%44.41%2.17%6-50.00%7-12.50%
30 Jun, 1737-17.78%12,862,9751.04%45.20%2.21%12-36.84%8-20.00%
31 Mar, 1745-2.17%12,730,305-1.69%45.21%2.15%195.56%10-
31 Dec, 164617.95%12,949,7113.98%45.83%2.34%1838.46%10-
30 Sep, 1639-12,454,3884.59%44.21%2.42%1344.44%1025.00%
30 Jun, 1639-4.88%11,907,8931.13%42.70%2.37%9-35.71%8-20.00%
31 Mar, 1641-12.77%11,774,4251.72%42.42%2.42%14-41.67%1025.00%
31 Dec, 1547-2.08%11,575,844-6.39%41.83%2.08%2484.62%8-42.86%
30 Sep, 1548-7.69%12,365,6349.06%44.81%2.63%13-38.10%1440.00%
30 Jun, 1552-11.86%11,338,549-2.02%41.26%1.54%21-30.00%1025.00%
31 Mar, 15591.72%11,572,66919.27%51.77%2.63%3057.89%8-55.56%
31 Dec, 14585.45%9,703,232-1.53%44.34%2.17%1935.71%18-
30 Sep, 1455-16.67%9,853,820-7.13%45.16%1.88%14-51.72%185.88%
30 Jun, 1466-4.35%10,610,728-6.13%48.97%1.77%29-19.44%1741.67%
31 Mar, 14691.47%11,303,33624.52%52.65%2.88%36-10.00%1250.00%
31 Dec, 136865.85%9,077,60335.98%42.78%4.27%40263.64%8-27.27%
30 Sep, 13412.50%6,675,780-5.28%31.65%2.59%11-62.07%111000.00%
30 Jun, 1340185.71%7,047,93397.64%34.94%12.11%29314.29%1-50.00%
31 Mar, 1314-3,566,0946.33%16.98%6.16%7-12.50%2-
31 Dec, 1214-3,353,923-27.74%16.61%3.42%8-2-
30 Sep, 1214-26.32%4,641,5895.36%22.02%5.78%8-11.11%2-50.00%
30 Jun, 121918.75%4,405,48450.69%19.53%11.63%9-18.18%4-
31 Mar, 12166.67%2,923,526-12.00%12.96%6.21%1157.14%--100.00%
31 Dec, 1115-3,322,218-3.16%14.45%6.49%7-22.22%350.00%
30 Sep, 11157.14%3,430,633-9.61%14.92%5.44%950.00%2-
30 Jun, 1114-12.50%3,795,446-4.32%16.56%5.41%6-33.33%2-50.00%
31 Mar, 111660.00%3,966,85217.44%17.49%7.92%9125.00%4100.00%
31 Dec, 1010-9.09%3,377,721-3.31%14.86%6.24%4-2-
30 Sep, 1011-15.38%3,493,3404.05%15.43%6.94%433.33%2-60.00%
30 Jun, 1013-35.00%3,357,410-10.59%14.91%5.04%3-75.00%566.67%
31 Mar, 1020-3,755,1583.61%17.19%6.21%12-14.29%350.00%
31 Dec, 092033.33%3,624,49417.04%16.63%8.17%1455.56%2-
30 Sep, 0915-16.67%3,096,750-1.28%14.27%6.76%9-25.00%2100.00%
30 Jun, 091828.57%3,136,866183.61%14.53%55.36%1271.43%1-50.00%
31 Mar, 0914-1,106,057-74.99%5.12%1.66%716.67%2-33.33%
31 Dec, 0814-22.22%4,422,054-19.46%17.55%4.23%6-45.45%3200.00%
30 Sep, 0818-10.00%5,490,60023.58%20.37%7.54%11-38.89%1-
30 Jun, 082053.85%4,442,88878.32%16.43%6.40%1850.00%1-
31 Mar, 081344.44%2,491,55460.02%16.02%12.75%1233.33%1-
31 Dec, 079-1,557,024-11.21%-9---
31 Mar, 071-20,000-0.22%-1---

Orion Energy Systems Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024RICHSTONE ELLEN Bdirector-P-PurchaseBuy20,000$1.15$22.90K256,784
Jun 12, 2024Otten Anthony L.director-P-PurchaseBuy5,000$1.09$5.45K204,412
Jun 12, 2024Wishart-Smith Heather Ldirector-P-PurchaseBuy9,025$1.11$10.02K67,223
Dec 01, 2023BRODIN J PERofficer EVP, CFO, CAO & TreasurerP-PurchaseBuy5,000$0.91$4.55K430,911
Nov 30, 2023Green Scott A.officer President-Orion Services GroupP-PurchaseBuy53,300$0.92$49.24K830,060
Nov 30, 2023RICHSTONE ELLEN Bdirector-P-PurchaseBuy30,000$0.93$27.90K209,261
Nov 29, 2023Otten Anthony L.director-P-PurchaseBuy2,500$0.92$2.29K171,889
Nov 29, 2023JENKINS MICHAEL Hdirector, officer Chief Executive OfficerP-PurchaseBuy10,000$0.92$9.15K655,710

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024RICHSTONE ELLEN Bdirector-P-PurchaseBuy20,000$1.15$22.90K256,784
Jun 12, 2024Otten Anthony L.director-P-PurchaseBuy5,000$1.09$5.45K204,412
Jun 12, 2024Wishart-Smith Heather Ldirector-P-PurchaseBuy9,025$1.11$10.02K67,223
Dec 01, 2023BRODIN J PERofficer EVP, CFO, CAO & TreasurerP-PurchaseBuy5,000$0.91$4.55K430,911
Nov 30, 2023Green Scott A.officer President-Orion Services GroupP-PurchaseBuy53,300$0.92$49.24K830,060
Nov 30, 2023RICHSTONE ELLEN Bdirector-P-PurchaseBuy30,000$0.93$27.90K209,261
Nov 29, 2023Otten Anthony L.director-P-PurchaseBuy2,500$0.92$2.29K171,889
Nov 29, 2023JENKINS MICHAEL Hdirector, officer Chief Executive OfficerP-PurchaseBuy10,000$0.92$9.15K655,710

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024RICHSTONE ELLEN Bdirector-P-PurchaseBuy20,000$1.15$22.90K256,784
Jun 12, 2024Otten Anthony L.director-P-PurchaseBuy5,000$1.09$5.45K204,412
Jun 12, 2024Otten Anthony L.director-A-AwardBuy27,523--199,412
Jun 12, 2024RICHSTONE ELLEN Bdirector-A-AwardBuy27,523--236,784
Jun 12, 2024Washlow Sally A.director-A-AwardBuy27,523--48,750
Jun 12, 2024Shapiro Richard Adirector-A-AwardBuy27,523--46,878
Jun 12, 2024Wishart-Smith Heather Ldirector-P-PurchaseBuy9,025$1.11$10.02K67,223
Jun 12, 2024Wishart-Smith Heather Ldirector-A-AwardBuy27,523--58,198
Jun 12, 2024JENKINS MICHAEL Hdirector, officer Chief Executive OfficerA-AwardBuy233,945--1,240,572
Jun 12, 2024JENKINS MICHAEL Hdirector, officer Chief Executive OfficerA-AwardBuy350,917--1,006,627
Jun 12, 2024BRODIN J PERofficer EVP, CFO, CAO & TreasurerA-AwardBuy156,881--823,113
Jun 12, 2024BRODIN J PERofficer EVP, CFO, CAO & TreasurerA-AwardBuy235,321--666,232
Jun 12, 2024Green Scott A.officer President-Orion Services GroupA-AwardBuy235,321--1,222,262
Jun 12, 2024Green Scott A.officer President-Orion Services GroupA-AwardBuy156,881--986,941
Feb 14, 2024Wishart-Smith Heather Ldirector-A-AwardBuy5,461--30,675
Dec 01, 2023BRODIN J PERofficer EVP, CFO, CAO & TreasurerP-PurchaseBuy5,000$0.91$4.55K430,911
Nov 30, 2023Green Scott A.officer President-Orion Services GroupP-PurchaseBuy53,300$0.92$49.24K830,060
Nov 30, 2023RICHSTONE ELLEN Bdirector-P-PurchaseBuy30,000$0.93$27.90K209,261
Nov 29, 2023Otten Anthony L.director-P-PurchaseBuy2,500$0.92$2.29K171,889
Nov 29, 2023JENKINS MICHAEL Hdirector, officer Chief Executive OfficerP-PurchaseBuy10,000$0.92$9.15K655,710

The last insider buy of OESX was made by RICHSTONE ELLEN B on Jun 17 2024, buying 20,000 shares at $1.15 per share (worth $22.90K).

Orion Energy Systems Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202413--
Q1 20241--
Q4 20236--
Q3 202312--
Q2 20232--
Q1 20232--
Q4 202210--
Q3 2022---
Q2 20221111100.00%
Q4 202132150.00%
Q2 202191900.00%
Q4 20201616.67%
Q2 20208--
Q4 2019-18-
Q3 20199--
Q2 201942200.00%
Q1 2019---
Q2 201820--
Q1 20188--
Q3 20171224.55%

13 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Orion Energy Systems's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242--
Q1 2024---
Q4 20235--
Q3 20231--
Q2 20232--
Q1 20231--
Q4 20226--
Q3 2022---
Q2 20222--
Q4 202122100.00%
Q2 2021---
Q4 2020-6-
Q2 2020---
Q4 2019-18-
Q3 2019---
Q2 20194--
Q1 2019---
Q2 201812--
Q1 20187--
Q3 2017-22-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Orion Energy Systems's stocks.

Orion Energy Systems Peer Ownership


TickerCompany
EOSEEos Energy Enterprises, Inc.
KEKimball Electronics, Inc.
LTBRLightbridge Corporation
PPSIPioneer Power Solutions, Inc.
CBATCBAK Energy Technology, Inc.
DFLIDragonfly Energy Holdings Corp.
ADSEADS-TEC Energy PLC
POLAPolar Power, Inc.
HAYWHayward Holdings, Inc.
EPOWSunrise New Energy Co., Ltd.

OESX Ownership FAQ


Orion Energy Systems is owned by institutional shareholders (46.50%), insiders (4.08%), and public (49.42%). The largest institutional shareholder of Orion Energy Systems is NORTH STAR INVESTMENT MANAGEMENT CORP. (11.96% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (1.26% of total shares).

Orion Energy Systems's major institutional shareholders are NORTH STAR INVESTMENT MANAGEMENT CORP., GRACE & WHITE INC /NY, TIETON CAPITAL MANAGEMENT, LLC, RENAISSANCE TECHNOLOGIES LLC, and VANGUARD GROUP INC. The top five shareholders own together 34.94% of the company's share outstanding.

As of Jun 2024, there are 45 institutional shareholders of Orion Energy Systems.

NORTH STAR INVESTMENT MANAGEMENT CORP owns 3.89M shares of Orion Energy Systems, representing 11.96% of the company's total shares outstanding, valued at $4.31M (as of Jun 2024).

As of Jun 2024, GRACE & WHITE INC /NY holds 2.66M shares of Orion Energy Systems (OESX), compromising 8.19% of the company, valued at $2.95M.

TIETON CAPITAL MANAGEMENT, LLC is the third largest holder of Orion Energy Systems. The company owns 2.19M of the company's shares outstanding (worth $2.43M).