Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OESX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | North Star Investment Management Corp. | 527K | $6.2M | +0.3% | 12.990% | 0.33% |
| 2 | GRACE & WHITE INC /NY | 264K | $3.1M | +9.2% | 6.498% | 0.49% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 182K | $2.1M | +1.8% | 4.478% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 127K | $1.5M | +13.9% | 3.143% | 0.00% |
| 5 | US BANCORP \DE\ | 70K | $820K | 0.0% | 1.729% | 0.00% |
| 6 | MARSHALL WACE, LLP | 61K | $717K | +7.8% | 1.512% | 0.00% |
| 7 | SEI INVESTMENTS CO | 55K | $648K | -57.4% | 1.366% | 0.00% |
| 8 | JANE STREET GROUP, LLC | 54K | $628K | +97.7% | 1.323% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 38K | $446K | -4.9% | 0.940% | 0.00% |
| 10 | BlackRock, Inc. | 37K | $431K | +52.4% | 0.909% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31K | $364K | +30.1% | 0.768% | 0.01% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 23K | $266K | +31.7% | 0.562% | 0.00% |
| 13 | ESSEX INVESTMENT MANAGEMENT CO LLC | 21K | $241K | +64.1% | 0.508% | 0.03% |
| 14 | Quadrature Capital Ltd | 20K | $236K | +100.6% | 0.498% | 0.00% |
| 15 | Farther Finance Advisors, LLC | 10K | $113K | β | 0.239% | 0.00% |
| 16 | MORGAN STANLEY | 2K | $20K | +99.2% | 0.043% | 0.00% |
| 17 | IAG Wealth Partners, LLC | 2K | $20K | 0.0% | 0.042% | 0.00% |
| 18 | Firsthand Capital Management, Inc. | 1K | $16K | 0.0% | 0.034% | 0.03% |
| 19 | Axiom Investment Management LLC | 1K | $14K | 0.0% | 0.030% | 0.01% |
| 20 | Vanguard Global Advisers, LLC | 722 | $8K | 0.0% | 0.018% | 0.00% |
| 21 | JPMORGAN CHASE & CO | 591 | $7K | β | 0.015% | 0.00% |
| 22 | ROYAL BANK OF CANADA | 634 | $7K | β | 0.016% | 0.00% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 378 | $4K | +195.3% | 0.009% | 0.00% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 344 | $4K | 0.0% | 0.009% | 0.00% |
| 25 | Tieton Capital Management, LLC | 285K | $3K | β | 7.014% | 0.96% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OESX β a direct measure of their conviction.
Filings activity in OESX during Q2 2026, grouped by how each filer changed its position.
4 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 2.8% | 44.71% | 4.69 pp | $18M | +18% |
| Q1 2026 | 36 | +38% | 49.40% | +9.59 pp | $15M | 15% |
| Q4 2025 | 26 | +13% | 39.81% | +0.74 pp | $18M | +81% |
| Q3 2025 | 23 | β | 39.07% | β | $10M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OESX stock.
Based on Q2 2026 13F filings, institutional ownership of Orion Energy Systems, Inc. stands at 44.7%, held across 35 reporting institutions.
North Star Investment Management Corp. is the largest reported institutional holder of OESX, with approximately 526,952 shares worth $0.01B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of OESX, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for OESX is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in OESX during Q2 2026, while 7 fully exited. 25 added to existing positions and 2 trimmed.
OESX institutional ownership fell by 4.69 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 92.5% of all reported 13F value in OESX, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Orion Energy Systems, Inc. (OESX) Institutional Ownership