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, Q3 2022
Institutional positions in Orion Energy Systems, Inc. as of Sep 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
- 53
- −5 vs. Q2 2022
- Shares held
- 15.6M
- −243.7K (−1.5%) vs. Q2 2022
- Total value
- $24.3M
- −$7.54M (−23.7%) vs. Q2 2022
- New holders
- 7
- 12 more added
- Sold out
- 12
- 18 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 34 | $21.2M |
| Q1 2026 | 36 | $17.4M |
| Q4 2025 | 26 | $21.7M |
| Q3 2025 | 26 | $12.2M |
| Q2 2025 | 37 | $8.60M |
| Q1 2025 | 41 | $10.6M |
| Q4 2024 | 41 | $12.1M |
| Q3 2024 | 40 | $13.0M |
| Q2 2024 | 44 | $16.8M |
| Q1 2024 | 48 | $13.4M |
| Q4 2023 | 53 | $13.5M |
| Q3 2023 | 53 | $19.4M |
| Q2 2023 | 57 | $26.6M |
| Q1 2023 | 55 | $32.6M |
| Q4 2022 | 57 | $29.0M |
| Q3 2022 | 53 | $24.3M |
| Q2 2022 | 58 | $31.8M |
| Q1 2022 | 73 | $47.6M |
| Q4 2021 | 75 | $63.0M |
| Q3 2021 | 69 | $71.4M |
| Q2 2021 | 82 | $114.3M |
| Q1 2021 | 92 | $153.0M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,408,085 | $3.76M | 0.37% | −1,327,482−35.5% | Reduced |
| Tieton Capital Management, LLC | 2,101,080 | $3.28M | 2.31% | +569,884+37.2% | Added |
| Kanen Wealth Management LLC | 1,662,704 | $2.59M | 1.52% | +1,662,704 | New |
| Renaissance Technologies LLC | 1,376,107 | $2.15M | 0.00% | −266,900−16.2% | Reduced |
| Vanguard Group Inc | 1,259,708 | $1.97M | 0.00% | 00.0% | Unchanged |
| Heartland Advisors Inc | 1,197,100 | $1.87M | 0.14% | −90,600−7.0% | Reduced |
| Acuitas Investments, LLC | 1,074,386 | $1.68M | 1.81% | −84,310−7.3% | Reduced |
| Grace & White Inc | 839,844 | $1.31M | 0.28% | +399,531+90.7% | Added |
| BDO Wealth Advisors, LLC | 558,718 | $872.0K | 0.12% | +558,718 | New |
| Penbrook Management LLC | 436,447 | $681.0K | 0.59% | +15,125+3.6% | Added |
| First Eagle Investment Management, LLC | 399,349 | $623.0K | 0.00% | +20,783+5.5% | Added |
| BlackRock Inc. | 338,875 | $529.0K | 0.00% | −5,929−1.7% | Reduced |
| US Bancorp | 309,805 | $483.0K | 0.00% | +19,000+6.5% | Added |
| Geode Capital Management, LLC | 253,786 | $395.0K | 0.00% | +2,227+0.9% | Added |
| Annandale Capital, LLC | 241,817 | $377.0K | 0.14% | +241,817 | New |
| Dimensional Fund Advisors LP | 240,617 | $375.0K | 0.00% | −175,947−42.2% | Reduced |
| Millennium Management LLC | 148,576 | $232.0K | 0.00% | −26,093−14.9% | Reduced |
| Connors Investor Services Inc | 106,639 | $166.0K | 0.02% | +17,000+19.0% | Added |
| Bank of New York Mellon Corp | 96,525 | $151.0K | 0.00% | +30,704+46.6% | Added |
| State Street Corp | 85,608 | $134.0K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 66,300 | $103.0K | 0.00% | −6,100−8.4% | Reduced |
| Two Sigma Advisers, LP | 50,200 | $78.0K | 0.00% | −8,000−13.7% | Reduced |
| Northern Trust Corp | 48,693 | $76.0K | 0.00% | −77,000−61.3% | Reduced |
| Wedbush Securities Inc | 31,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,476 | $41.0K | 0.00% | −100−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $27.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,390 | $27.0K | 0.00% | +17,390 | New |
| Acadian Asset Management LLC | 17,024 | $26.0K | 0.00% | −78,179−82.1% | Reduced |
| Man Group plc | 15,500 | $24.0K | 0.00% | – | – |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 13,889 | $22.0K | 0.00% | −9,233−39.9% | Reduced |
| Firsthand Capital Management, Inc. | 14,000 | $22.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,095 | $22.0K | 0.00% | +1,573+12.6% | Added |
| Radnor Capital Management, LLC | 11,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10,577 | $16.0K | 0.00% | −18,519−63.6% | Reduced |
| KLCM Advisors, Inc. | 10,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,495 | $16.0K | 0.00% | +7,796+288.8% | Added |
| Simplex Trading, LLC | 9,089 | $14.0K | 0.00% | −15,076−62.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,740 | $11.0K | 0.00% | +40+0.6% | Added |
| IFP Advisors, Inc | 2,237 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,781 | $6.00K | 0.01% | −17,901−82.6% | Reduced |
| UBS Group AG | 3,679 | $6.00K | 0.00% | +3,679 | New |
| Federated Hermes, Inc. | 2,943 | $5.00K | 0.00% | −371−11.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,868 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,613 | $2.00K | 0.00% | +1,613 | New |
| Parallel Advisors, LLC | 526 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $1.00K | 0.00% | +500 | New |
| JPMorgan Chase & Co | 1 | $0 | 0.00% | −38,123−100.0% | Reduced |
| Wells Fargo & Company | 193 | $0 | 0.00% | +7+3.8% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,043,020−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −366,881−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,525−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,845−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −18,225−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,784−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,947−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,699−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |