Who Owns Orion Energy Systems Stock?
NASDAQ: OESXIndustrialsElectrical Equipment & PartsUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 44.61%
- Held by insiders
- 14.07%
- Institutional holders
- 39
- Institutions 44.6%
- Insiders 14.1%
- Public and other 41.3%
Who owns Orion Energy Systems stock?
Institutional investors own about 44.6% of Orion Energy Systems's shares, spread across 39 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 14.07% of OESX.
The largest institutional holders are North Star Investment Management Corp (12.89%), Tieton Capital Management, LLC (6.96%) and Grace & White Inc /ny (6.45%). Together, the top 10 institutions control 40.7% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their OESX positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OESX
| Institution | Shares | % Held | Change |
|---|---|---|---|
| North Star Investment Management Corp | 526.95K | 12.89% | +0.3% |
| Tieton Capital Management, LLC | 284.53K | 6.96% | +6.8% |
| Grace & White Inc /ny | 263.61K | 6.45% | +9.2% |
| Renaissance Technologies, LLC | 181.67K | 4.44% | +1.8% |
| Vanguard Capital Management LLC | 127.48K | 3.12% | +13.9% |
| US BANCORP \DE\ | 70.16K | 1.72% | 0.0% |
| Marshall Wace LLP | 61.34K | 1.50% | +7.8% |
| SEI Investments Co | 55.41K | 1.35% | -57.4% |
| Jane Street Group, LLC | 53.69K | 1.31% | +97.7% |
| Geode Capital Management, LLC | 38.13K | 0.93% | -4.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OESX
| Fund | Shares | % Held |
|---|---|---|
| NORTHERN LIGHTS FUND TRUST II-North Star Opportunity Fund | 295.00K | 7.21% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 84.61K | 2.07% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 40.03K | 0.98% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | 31.14K | 0.76% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 17.04K | 0.42% |
| FORUM FUNDS II-Acuitas US Microcap Fund | 13.60K | 0.33% |
| iShares Trust-iShares Micro-Cap ETF | 12.74K | 0.31% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 7.08K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 5.07K | 0.12% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 2.84K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Orion Energy Systems?
North Star Investment Management Corp is the largest institutional shareholder of OESX, owning 12.89% of shares outstanding (526.95K shares) as of its latest 13F filing.
What percentage of Orion Energy Systems is owned by institutions?
Institutions own about 44.6% of OESX shares and 51.9% of the public float.
How much of Orion Energy Systems do insiders own?
Insiders, such as officers and directors, own about 14.07% of OESX shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.