Orion Energy Systems Ownership | Who Owns Orion Energy Systems?
Orion Energy Systems Ownership Summary
Orion Energy Systems is owned by 46.02% institutional investors, 4.11% insiders, and 49.87% retail investors. North star investment management is the largest institutional shareholder, holding 11.31% of OESX shares. Tieton Small Cap Value is the top mutual fund, with 7.86% of its assets in Orion Energy Systems shares.
OESX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Orion Energy Systems | 46.02% | 4.11% | 49.87% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Electrical Equipment Stocks | 33.20% | 17.92% | 48.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| North star investment management | 3.71M | 11.31% | $2.97M |
| Grace & white inc /ny | 2.75M | 8.36% | $2.20M |
| Tieton capital management | 2.66M | 8.11% | $2.13M |
| Renaissance | 1.28M | 3.90% | $1.02M |
| Vanguard group | 1.28M | 3.89% | $1.02M |
| Acuitas investments | 1.02M | 3.10% | $813.69K |
| Us bancorp \de\ | 760.47K | 2.32% | $608.45K |
| Penbrook management | 340.85K | 1.04% | $272.71K |
| Geode capital management | 312.13K | 0.95% | $249.81K |
| Blackrock | 274.53K | 0.85% | $304.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 2.66M | 0.86% | $2.13M |
| Acuitas investments | 1.02M | 0.67% | $813.69K |
| Grace & white inc /ny | 2.75M | 0.41% | $2.20M |
| North star investment management | 3.71M | 0.21% | $2.97M |
| Penbrook management | 340.85K | 0.19% | $272.71K |
| Firsthand capital management | 14.00K | 0.02% | $11.20K |
| Annandale capital | 173.34K | 0.02% | $139.00K |
| Connors investor services | 102.76K | 0.01% | $82.22K |
| Register financial advisors | 15.00K | 0.01% | $12.00K |
| Iag wealth partners | 12.00K | 0.00% | $9.60K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tieton capital management | 2.66M | 0.86% | 541.77K |
| Susquehanna group, llp | 129.61K | - | 86.47K |
| Grace & white inc /ny | 2.75M | 0.41% | 50.14K |
| Mariner | 43.53K | 0.00% | 43.53K |
| Morgan stanley | 28.49K | - | 23.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North star investment management | 3.71M | 0.21% | -221.95K |
| Us bancorp \de\ | 760.47K | 0.00% | -210.06K |
| Acuitas investments | 1.02M | 0.67% | -123.15K |
| Cibc private wealth group | - | - | -100.00K |
| Great valley advisor group | - | - | -58.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mariner | 43.53K | 0.00% | 43.53K | $34.83K |
| Raymond james financial | 15.06K | - | 15.06K | $12.05K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -1.00 |
| Johnson financial group | -410.00 |
| Spire wealth management | -956.00 |
| Wealth enhancement advisory services | -10.00K |
| Wedbush securities | -10.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 42 | - | 15,151,201 | -0.43% | 46 | 2.14% | 10 | 11.11% | 10 | 25.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tieton Small Cap Value | 2.59M | 7.86% | 541.77K |
| North Star Opportunity I | 1.98M | 6.01% | - |
| Vanguard Total Stock Mkt Idx Inv | 796.01K | 2.42% | 14.63K |
| Vanguard US Total Market Shares ETF | 781.38K | 2.37% | - |
| Pleiades Small Cap Equity A | 550.79K | 1.67% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 453.96K | 1.38% | - |
| Acuitas US Microcap Institutional | 176.08K | 0.53% | - |
| Fidelity Extended Market Index | 171.19K | 0.52% | -1.09K |
| Fidelity Total Market Index | 45.29K | 0.14% | - |
| BlackRock Extended Equity Market K | 44.20K | 0.14% | -19.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 28, 2024 | Washlow Sally A. | - | Buy | $1.34K |
| Jun 24, 2024 | Washlow Sally A. | - | Buy | $2.20K |
| Jun 27, 2024 | Washlow Sally A. | - | Buy | $1.46K |
| Feb 25, 2025 | JENKINS MICHAEL H | Chief Executive Officer | Buy | $5.00K |
| Feb 21, 2025 | RICHSTONE ELLEN B | - | Buy | $18.22K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 10 | - |
| 2024 Q4 | 1 | - |
| 2024 Q2 | 3 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 5 | - |
OESX Ownership FAQ
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