Orion Energy Systems Inc (OESX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

North Star Investment Management Corp.

INCREASED

Shares527,552 from 526,952

Change+600 (+0%)

Value$16.1M (+$9.9M)

Filed 2026-10-27

Aigh Capital Management LLC

NEW

Shares407,000

Change+407,000

Value$12.4M

Filed 2026-11-02

Grace & White Inc

DECREASED

Shares252,268 from 263,613

Change-11,345 (-4%)

Value$7.7M (+$4.6M)

Filed 2026-10-23

US Bancorp \de\

DECREASED

Shares69,653 from 70,155

Change-502 (-1%)

Value$2.1M (+$1.3M)

Filed 2026-11-05

Geode Capital Management, LLC

DECREASED

Shares36,447 from 38,125

Change-1,678 (-4%)

Value$1.1M (+$666.1K)

Filed 2026-11-06

Essex Investment Management Co LLC

INCREASED

Shares22,089 from 20,608

Change+1,481 (+7%)

Value$673.7K (+$432.8K)

Filed 2026-10-19

Granite Investment Partners, LLC

NEW

Shares12,660

Change+12,660

Value$386.1K

Filed 2026-11-04

Thompson Davis & Co., Inc.

NEW

Shares10,675

Change+10,675

Value$325.6K

Filed 2026-11-05

Dimensional Fund Advisors LP

NEW

Shares9,617

Change+9,617

Value$293.3K

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares8,500 from 9,700

Change-1,200 (-12%)

Value$259.3K (+$145.9K)

Filed 2026-10-08

IAG Wealth Partners, LLC

INCREASED

Shares1,800 from 1,700

Change+100 (+6%)

Value$54.9K (+$35.0K)

Filed 2026-11-06

Axiom Investment Management LLC

UNCHANGED

Shares1,206 from 1,206

Change0 (0%)

Value$36.8K (+$22.7K)

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares268 from 268

Change0 (0%)

Value$8.2K (+$5.0K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares258 from 1

Change+257 (+25700%)

Value$7.9K (+$7.9K)

Filed 2026-11-06

SBI Securities Co., Ltd.

DECREASED

Shares22 from 31

Change-9 (-29%)

Value$671 (+$309)

Filed 2026-10-22

Parallel Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$580 (+$358)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

NEW

Shares4

Change+4

Value$122

Filed 2026-10-29

Tieton Capital Management, LLC

N/A

Shares— from 284,526

Change-284,526 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 181,669

Change-181,669 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 127,484

Change-127,484 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 61,342

Change-61,342 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 55,406

Change-55,406 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 53,685

Change-53,685 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 36,890

Change-36,890 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 31,140

Change-31,140 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 22,796

Change-22,796 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 20,219

Change-20,219 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,747

Change-1,747 (-100%)

Value—

Firsthand Capital Management, Inc.

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 722

Change-722 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 634

Change-634 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 591

Change-591 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 378

Change-378 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 344

Change-344 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 200

Change-200 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 119

Change-119 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 60

Change-60 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41

Change-41 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 15

Change-15 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 0

Change0

Value—

	Status
North Star Investment Management Corp.	INCREASED	527,552	526,952	+600	+0%	$6.2M	$16.1M	+$9.9M	2026-10-27
Aigh Capital Management LLC	NEW	407,000	—	+407,000	—	—	$12.4M	—	2026-11-02
Grace & White Inc	DECREASED	252,268	263,613	-11,345	-4%	$3.1M	$7.7M	+$4.6M	2026-10-23
US Bancorp \de\	DECREASED	69,653	70,155	-502	-1%	$820.1K	$2.1M	+$1.3M	2026-11-05
Geode Capital Management, LLC	DECREASED	36,447	38,125	-1,678	-4%	$445.8K	$1.1M	+$666.1K	2026-11-06
Essex Investment Management Co LLC	INCREASED	22,089	20,608	+1,481	+7%	$240.9K	$673.7K	+$432.8K	2026-10-19
Granite Investment Partners, LLC	NEW	12,660	—	+12,660	—	—	$386.1K	—	2026-11-04
Thompson Davis & Co., Inc.	NEW	10,675	—	+10,675	—	—	$325.6K	—	2026-11-05
Dimensional Fund Advisors LP	NEW	9,617	—	+9,617	—	—	$293.3K	—	2026-11-04
Farther Finance Advisors, LLC	DECREASED	8,500	9,700	-1,200	-12%	$113.4K	$259.3K	+$145.9K	2026-10-08
IAG Wealth Partners, LLC	INCREASED	1,800	1,700	+100	+6%	$19.9K	$54.9K	+$35.0K	2026-11-06
Axiom Investment Management LLC	UNCHANGED	1,206	1,206	0	0%	$14.1K	$36.8K	+$22.7K	2026-11-03
Compass Financial Management LLC	UNCHANGED	268	268	0	0%	$3.1K	$8.2K	+$5.0K	2026-10-30
Barclays PLC	INCREASED	258	1	+257	+25700%	$12	$7.9K	+$7.9K	2026-11-06
SBI Securities Co., Ltd.	DECREASED	22	31	-9	-29%	$362	$671	+$309	2026-10-22
Parallel Advisors, LLC	UNCHANGED	19	19	0	0%	$222	$580	+$358	2026-11-03
Caitong International Asset Management Co., Ltd	NEW	4	—	+4	—	—	$122	—	2026-10-29
Tieton Capital Management, LLC	N/A	—	284,526	-284,526	-100%	$3.3M	—	—	—
Renaissance Technologies LLC	N/A	—	181,669	-181,669	-100%	$2.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	127,484	-127,484	-100%	$1.5M	—	—	—
Marshall Wace, LLP	N/A	—	61,342	-61,342	-100%	$717.1K	—	—	—
SEI Investments Co	N/A	—	55,406	-55,406	-100%	$647.7K	—	—	—
Jane Street Group, LLC	N/A	—	53,685	-53,685	-100%	$627.6K	—	—	—
BlackRock, Inc.	N/A	—	36,890	-36,890	-100%	$431.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	31,140	-31,140	-100%	$364.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	22,796	-22,796	-100%	$266.5K	—	—	—
Quadrature Capital Ltd	N/A	—	20,219	-20,219	-100%	$236.4K	—	—	—
Morgan Stanley	N/A	—	1,747	-1,747	-100%	$20.4K	—	—	—
Firsthand Capital Management, Inc.	N/A	—	1,400	-1,400	-100%	$16.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	722	-722	-100%	$8.4K	—	—	—
Royal Bank of Canada	N/A	—	634	-634	-100%	$7.0K	—	—	—
JPMorgan Chase & Co	N/A	—	591	-591	-100%	$7.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	378	-378	-100%	$4.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	344	-344	-100%	$4.0K	—	—	—
Wells Fargo & Company	N/A	—	200	-200	-100%	$2.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	119	-119	-100%	$1.4K	—	—	—
Harbour Investments, Inc.	N/A	—	60	-60	-100%	$701	—	—	—
UBS Group AG	N/A	—	41	-41	-100%	$479	—	—	—
National Bank of Canada	N/A	—	15	-15	-100%	$174	—	—	—
NewEdge Advisors, LLC	N/A	—	0	0	—	$0	—	—	—

Showing 40 of 40 institutions