13FBOX
ORION ENERGY SYS INC · 13F Institutional Holdings
Options Calculator Rankings
O

ORION ENERGY SYS INC

OESX
Institutions
35
Combined AUM (Q2 2026)
$21.2M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+147,717
22 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-329,982
11 · 8 Exit · ≈
⚖️ Net
-182,265
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.2M
Institutions
35
New Buys
7
Adds
15
Reduces
3
Exits
8
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
North Star Investment Management Corp.
0.33%0.28%#3$6.2M526,952$4.6M525,552+1,400+0.27%Add
Tieton Capital Management, LLC
0.96%0.78%#1$3.3M284,526$2.3M266,476+18,050+6.77%Add
GRACE & WHITE INC /NY
0.49%0.37%#2$3.1M263,613$2.1M241,387+22,226+9.21%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#8$2.1M181,669$1.6M178,469+3,200+1.79%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#18$1.5M127,484$978,216111,924+15,560+13.90%Add
US BANCORP \DE\
<0.01%<0.01%#11$820,11270,155$613,15570,15500.00%Unchanged
MARSHALL WACE, LLP
<0.01%<0.01%#13$717,08861,342$497,51656,924+4,418+7.76%Add
SEI INVESTMENTS CO
<0.01%<0.01%#14$647,69055,406$1.1M130,101-74,695-57.41%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#17$627,57853,685$237,29127,150+26,535+97.73%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#19$445,78838,125$350,53040,098-1,973-4.92%Reduce
BlackRock, Inc.
<0.01%<0.01%#22$431,24436,890$211,58724,209+12,681+52.38%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%<0.01%#7$364,02731,140$209,23623,940+7,200+30.08%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#16$266,48522,796$151,30717,312+5,484+31.68%Add
ESSEX INVESTMENT MANAGEMENT CO LLC
0.03%0.02%#4$240,90820,608$109,74812,557+8,051+64.12%Add
Quadrature Capital Ltd
<0.01%<0.01%#9$236,36020,219$88,09910,080+10,139+100.59%Add
Farther Finance Advisors, LLC
<0.01%#12$113,3939,700$00+9,700New Buy
MORGAN STANLEY
<0.01%<0.01%#27$20,4221,747$4,100468+1,279+273.29%Add
IAG Wealth Partners, LLC
<0.01%<0.01%#10$19,8731,700$14,8581,70000.00%Unchanged
Firsthand Capital Management, Inc.
0.03%0.03%#5$16,3661,400$12,2361,40000.00%Unchanged
Axiom Investment Management LLC
0.01%0.01%#6$14,0981,206$10,5401,20600.00%Unchanged
Vanguard Global Advisers, LLC
<0.01%<0.01%#23$8,440722$6,31072200.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#30$7,000591$00+591New Buy
ROYAL BANK OF CANADA
<0.01%#28$7,000634$00+634New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#25$4,279378$1,180128+250+195.31%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#29$4,021344$3,00734400.00%Unchanged
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#15$3,133268$00+268New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$2,338200$1,74820000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$1,390119$1,03911900.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#20$70160$35040+20+50.00%Add
UBS Group AG
<0.01%<0.01%#34$47941$3,671420-379-90.24%Reduce
SBI Securities Co., Ltd.
<0.01%<0.01%#21$36231$2713100.00%Unchanged
Parallel Advisors, LLC
<0.01%<0.01%#24$22219$1661900.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#32$17515$00+15New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%#33$17415$00+15New Buy
BARCLAYS PLC
<0.01%#35$121$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow