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Orion Energy Systems, Inc.

OESX
Exchange
Nasdaq
Industry
Electric Lighting & Wiring Equipment
SEC CIK
0001409375

In the last 90 days, Orion Energy Systems, Inc. insiders filed 1 open-market purchase and 0 sales; 34 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Orion Energy Systems, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
75
+7 vs. Q3 2021
Shares held
17.4M
−889.8K (−4.9%) vs. Q3 2021
Total value
$63.0M
−$8.23M (−11.6%) vs. Q3 2021
New holders
18
21 more added
Sold out
11
27 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OESX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 75 institutions
Q1 2021: 92 institutionsQ2 2021: 82 institutionsQ3 2021: 69 institutionsQ4 2021: 75 institutionsQ1 2022: 73 institutionsQ2 2022: 58 institutionsQ3 2022: 53 institutionsQ4 2022: 57 institutionsQ1 2023: 55 institutionsQ2 2023: 57 institutionsQ3 2023: 53 institutionsQ4 2023: 53 institutionsQ1 2024: 48 institutionsQ2 2024: 44 institutionsQ3 2024: 40 institutionsQ4 2024: 41 institutionsQ1 2025: 41 institutionsQ2 2025: 37 institutionsQ3 2025: 26 institutionsQ4 2025: 26 institutionsQ1 2026: 36 institutionsQ2 2026: 34 institutions
Value heldQ4 2021: $63.0M
Q1 2021: $153.0MQ2 2021: $114.3MQ3 2021: $71.4MQ4 2021: $63.0MQ1 2022: $47.6MQ2 2022: $31.8MQ3 2022: $24.3MQ4 2022: $29.0MQ1 2023: $32.6MQ2 2023: $26.6MQ3 2023: $19.4MQ4 2023: $13.5MQ1 2024: $13.4MQ2 2024: $16.8MQ3 2024: $13.0MQ4 2024: $12.1MQ1 2025: $10.6MQ2 2025: $8.60MQ3 2025: $12.2MQ4 2025: $21.7MQ1 2026: $17.4MQ2 2026: $21.2M
Institutions holding OESX and their total value by quarter
QuarterHoldersValue
Q2 202634$21.2M
Q1 202636$17.4M
Q4 202526$21.7M
Q3 202526$12.2M
Q2 202537$8.60M
Q1 202541$10.6M
Q4 202441$12.1M
Q3 202440$13.0M
Q2 202444$16.8M
Q1 202448$13.4M
Q4 202353$13.5M
Q3 202353$19.4M
Q2 202357$26.6M
Q1 202355$32.6M
Q4 202257$29.0M
Q3 202253$24.3M
Q2 202258$31.8M
Q1 202273$47.6M
Q4 202175$63.0M
Q3 202169$71.4M
Q2 202182$114.3M
Q1 202192$153.0M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2021.

Institutions holding OESX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.3,585,097$13.0M0.91%+166,265+4.9%Added
Renaissance Technologies LLC2,006,714$7.26M0.01%−120,993−5.7%Reduced
Heartland Advisors Inc1,333,650$4.83M0.28%+20,600+1.6%Added
Vanguard Group Inc1,315,889$4.76M0.00%+21,021+1.6%Added
Wellington Management Group LLP1,272,687$4.61M0.00%+76,787+6.4%Added
Tieton Capital Management, LLC991,498$3.59M2.01%+991,498New
Erste Asset Management GmbH941,070$3.28M0.06%00.0%Unchanged
Acuitas Investments, LLC732,501$2.65M1.13%+732,501New
BDO Wealth Advisors, LLC558,718$2.02M0.21%00.0%Unchanged
Morgan Stanley534,124$1.93M0.00%−6,924−1.3%Reduced
Penbrook Management LLC423,622$1.53M0.92%+750+0.2%Added
Deutsche Bank AG366,881$1.33M0.00%−130,549−26.2%Reduced
Millennium Management LLC350,099$1.27M0.00%−69,580−16.6%Reduced
BlackRock Inc.345,496$1.25M0.00%−1,997−0.6%Reduced
Geode Capital Management, LLC259,635$939.0K0.00%00.0%Unchanged
Two Sigma Investments, LP248,296$899.0K0.00%−43,508−14.9%Reduced
Marshall Wace, LLP235,336$851.0K0.00%+138,824+143.8%Added
Two Sigma Advisers, LP230,900$836.0K0.00%−78,500−25.4%Reduced
First Eagle Investment Management, LLC131,974$478.0K0.00%+131,974New
Dimensional Fund Advisors LP123,327$446.0K0.00%+27,150+28.2%Added
Acadian Asset Management LLC90,079$322.0K0.00%+70,760+366.3%Added
Gsa Capital Partners LLP74,046$268.0K0.03%−314,656−81.0%Reduced
Tocqueville Asset Management L.P.72,400$262.0K0.00%00.0%Unchanged
Anson Funds Management LP70,493$255.0K0.04%+70,493New
Norges Bank69,200$251.0K0.00%00.0%Unchanged
Engineers Gate Manager LP65,377$237.0K0.01%+27,800+74.0%Added
State Street Corp63,350$229.0K0.00%−545,933−89.6%Reduced
Connors Investor Services Inc60,639$220.0K0.02%+7,000+13.1%Added
HRT Financial LP58,215$210.0K0.00%−46,417−44.4%Reduced
Verition Fund Management LLC56,200$203.0K0.00%+16,098+40.1%Added
Northern Trust Corp51,993$188.0K0.00%+2,172+4.4%Added
D. E. Shaw & Co., Inc.43,087$156.0K0.00%+31,120+260.0%Added
Wedbush Securities Inc40,795$148.0K0.01%−4,595−10.1%Reduced
Axiom Investment Management LLC40,632$146.0K0.14%+40,632New
Summit Global Investments39,300$142.0K0.01%+700+1.8%Added
Royal Bank of Canada38,500$139.0K0.00%−500−1.3%Reduced
JPMorgan Chase & Co38,111$138.0K0.00%−10,152−21.0%Reduced
Bank of New York Mellon Corp37,190$134.0K0.00%−10,823−22.5%Reduced
Jump Financial, LLC36,800$133.0K0.01%+17,700+92.7%Added
Jane Street Group, LLC29,352$106.0K0.00%−25,423−46.4%Reduced
Goldman Sachs Group Inc29,260$106.0K0.00%−21,050−41.8%Reduced
GWM Advisors LLC27,212$98.0K0.00%+27,212New
PDT Partners, LLC26,500$96.0K0.01%−9,078−25.5%Reduced
Citadel Advisors LLC22,870$83.0K0.00%+22,870New
Price T Rowe Associates Inc21,300$77.0K0.00%−13,800−39.3%Reduced
Susquehanna International Group, LLP20,983$76.0K0.00%+2,907+16.1%Added
Algert Global LLC19,742$71.0K0.01%+1,060+5.7%Added
Victory Capital Management Inc19,209$70.0K0.00%−259,801−93.1%Reduced
Occudo Quantitative Strategies LP17,627$64.0K0.01%−505−2.8%Reduced
UBS Group AG16,675$61.0K0.00%+16,675New
Man Group plc15,500$56.0K0.00%+15,500New
Raymond James Financial Services Advisors, Inc.14,800$54.0K0.00%−600−3.9%Reduced
Virtu Financial LLC14,786$54.0K0.01%+14,786New
Firsthand Capital Management, Inc.14,000$51.0K0.02%00.0%Unchanged
Ameriprise Financial Inc12,578$46.0K0.00%+12,578New
Campbell & CO Investment Adviser LLC12,300$45.0K0.02%+12,300New
Quadrature Capital Ltd12,071$44.0K0.00%+12,071New
Radnor Capital Management, LLC11,000$40.0K0.01%+11,000New
KLCM Advisors, Inc.10,000$36.0K0.01%+10,000New
BNP Paribas Arbitrage, SA7,656$27.7K0.00%+7,637+40,194.7%Added
Advisor Group Holdings, Inc.7,400$27.0K0.00%+1,200+19.4%Added
US Bancorp5,649$20.0K0.00%−381−6.3%Reduced
Spire Wealth Management4,205$15.0K0.00%−1,299−23.6%Reduced
Bank of America Corp3,429$13.0K0.00%−948−21.7%Reduced
Simplex Trading, LLC3,640$13.0K0.00%+3,640New
Wells Fargo & Company2,671$10.0K0.00%−76,999−96.6%Reduced
Federated Hermes, Inc.2,381$9.00K0.00%+2,157+962.9%Added
Captrust Financial Advisors2,000$7.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.1,868$7.00K0.01%+1,868New
Federation des caisses Desjardins du Quebec1,488$5.39K0.00%+838+128.9%Added
Johnson Financial Group, Inc.1,500$5.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)991$4.00K0.00%−18,081−94.8%Reduced
Harbour Investments, Inc.1,000$4.00K0.00%−11,064−91.7%Reduced
Parallel Advisors, LLC661$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc85––+85New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,559,818−100.0%Sold out
FMR LLC0$00.00%−78,299−100.0%Sold out
Ergoteles LLC0$00.00%−53,130−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−43,400−100.0%Sold out
F3Logic, LLC0$00.00%−30,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−29,765−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,637−100.0%Sold out
Barclays PLC0$00.00%−3,410−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−2,736−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−250−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−22,399−100.0%Sold out
Mid Atlantic Financial Management Inc––––Not filed