Skip to main content

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, Q2 2022

Institutional positions in Orion Energy Systems, Inc. as of Jun 30, 2022. 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
58
−15 vs. Q1 2022
Shares held
15.8M
−1.17M (−6.9%) vs. Q1 2022
Total value
$31.8M
−$15.7M (−33.1%) vs. Q1 2022
New holders
5
14 more added
Sold out
20
20 more reduced

Compare with Q1 2022: 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 holdersQ2 2022: 58 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 heldQ2 2022: $31.8M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q1 2022.

Institutions holding OESX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company186$00.00%−2,485−93.0%Reduced
Parallel Advisors, LLC526$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.1,000$2.00K0.00%+1,000New
Federation des caisses Desjardins du Quebec1,488$2.99K0.00%00.0%Unchanged
Captrust Financial Advisors2,000$4.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.1,868$4.00K0.00%00.0%Unchanged
Group One Trading, L.P.1,945$4.00K0.00%+1,945New
Bank of America Corp2,699$5.00K0.00%−2−0.1%Reduced
Federated Hermes, Inc.3,314$7.00K0.00%00.0%Unchanged
Spire Wealth Management4,205$8.00K0.00%00.0%Unchanged
IFP Advisors, Inc2,237$10.0K0.00%−135−5.7%Reduced
Advisor Group Holdings, Inc.6,700$13.0K0.00%00.0%Unchanged
KLCM Advisors, Inc.10,000$20.0K0.00%00.0%Unchanged
Citadel Advisors LLC10,947$22.0K0.00%−15,059−57.9%Reduced
Radnor Capital Management, LLC11,000$22.0K0.01%00.0%Unchanged
Virtu Financial LLC10,699$22.0K0.00%+10,699New
Engineers Gate Manager LP11,784$24.0K0.00%−7,110−37.6%Reduced
LPL Financial LLC12,522$25.0K0.00%+1,890+17.8%Added
Firsthand Capital Management, Inc.14,000$28.0K0.02%00.0%Unchanged
Kestra Private Wealth Services, LLC14,000$28.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.14,800$30.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc16,987$35.0K0.00%+16,987New
Kestra Advisory Services, LLC18,225$37.0K0.00%+18,225New
Axiom Investment Management LLC21,682$43.0K0.12%−12,825−37.2%Reduced
Price T Rowe Associates Inc21,300$43.0K0.00%00.0%Unchanged
Man Group plc–$44.0K0.00%––
Algert Global LLC23,122$46.0K0.00%+2,000+9.5%Added
Simplex Trading, LLC24,165$48.0K0.00%+13,980+137.3%Added
GWM Advisors LLC26,576$53.0K0.00%−100−0.4%Reduced
ExodusPoint Capital Management, LP26,845$54.0K0.00%−34,213−56.0%Reduced
Morgan Stanley29,096$59.0K0.00%−316,281−91.6%Reduced
D. E. Shaw & Co., Inc.30,525$61.0K0.00%−6,556−17.7%Reduced
Wedbush Securities Inc31,500$63.0K0.00%−17,815−36.1%Reduced
JPMorgan Chase & Co38,124$77.0K0.00%+130.0%Added
Summit Global Investments39,300$79.0K0.01%00.0%Unchanged
Two Sigma Advisers, LP58,200$117.0K0.00%−39,500−40.4%Reduced
Bank of New York Mellon Corp65,821$132.0K0.00%+28,544+76.6%Added
Tocqueville Asset Management L.P.72,400$146.0K0.00%00.0%Unchanged
State Street Corp85,608$172.0K0.00%00.0%Unchanged
Connors Investor Services Inc89,639$180.0K0.02%+4,000+4.7%Added
Acadian Asset Management LLC95,203$191.0K0.00%+3,920+4.3%Added
Northern Trust Corp125,693$253.0K0.00%00.0%Unchanged
Millennium Management LLC174,669$351.0K0.00%−41,215−19.1%Reduced
Geode Capital Management, LLC251,559$505.0K0.00%−20,923−7.7%Reduced
US Bancorp290,805$584.0K0.00%+58,984+25.4%Added
BlackRock Inc.344,804$693.0K0.00%+953+0.3%Added
Deutsche Bank AG366,881$737.0K0.00%00.0%Unchanged
First Eagle Investment Management, LLC378,566$761.0K0.00%+63,272+20.1%Added
Dimensional Fund Advisors LP416,564$837.0K0.00%+159,068+61.8%Added
Penbrook Management LLC421,322$847.0K0.67%−2,300−0.5%Reduced
Grace & White Inc440,313$885.0K0.18%+210,175+91.3%Added
Wellington Management Group LLP1,043,020$2.10M0.00%−229,667−18.0%Reduced
Acuitas Investments, LLC1,158,696$2.33M2.25%+219,759+23.4%Added
Vanguard Group Inc1,259,708$2.53M0.00%−16,320−1.3%Reduced
Heartland Advisors Inc1,287,700$2.59M0.18%−125,000−8.8%Reduced
Tieton Capital Management, LLC1,531,196$3.08M2.13%+292,333+23.6%Added
Renaissance Technologies LLC1,643,007$3.30M0.00%−108,181−6.2%Reduced
North Star Investment Management Corp.3,735,567$7.51M0.68%−37,000−1.0%Reduced
BDO Wealth Advisors, LLC0$00.00%−558,718−100.0%Sold out
Erste Asset Management GmbH0$00.00%−197,889−100.0%Sold out
Marshall Wace, LLP0$00.00%−81,168−100.0%Sold out
Verition Fund Management LLC0$00.00%−56,200−100.0%Sold out
Norges Bank0$00.00%−52,500−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−50,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−46,800−100.0%Sold out
Royal Bank of Canada0$00.00%−34,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−30,995−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−28,215−100.0%Sold out
PDT Partners, LLC0$00.00%−19,086−100.0%Sold out
Victory Capital Management Inc0$00.00%−18,695−100.0%Sold out
Ameriprise Financial Inc0$00.00%−17,919−100.0%Sold out
Nierenberg Investment Management Company, Inc.0$00.00%−13,275−100.0%Sold out
Stokes Family Office, LLC0$00.00%−12,530−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−7,656−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−1,500−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1,257−100.0%Sold out
Signaturefd, LLC0$00.00%−750−100.0%Sold out
TCWP LLC0$00.00%−220−100.0%Sold out