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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $0 | 0.00% | −38,123−100.0% | Reduced |
| Wells Fargo & Company | 193 | $0 | 0.00% | +7+3.8% | Added |
| Parallel Advisors, LLC | 526 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $1.00K | 0.00% | +500 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,488 | $2.32K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,868 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,943 | $5.00K | 0.00% | −371−11.2% | Reduced |
| 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 |
| Spire Wealth Management | 4,205 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,237 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,740 | $11.0K | 0.00% | +40+0.6% | Added |
| Simplex Trading, LLC | 9,089 | $14.0K | 0.00% | −15,076−62.4% | Reduced |
| 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 |
| Radnor Capital Management, LLC | 11,000 | $17.0K | 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 |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 15,500 | $24.0K | 0.00% | – | – |
| Acadian Asset Management LLC | 17,024 | $26.0K | 0.00% | −78,179−82.1% | 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 |
| GWM Advisors LLC | 26,476 | $41.0K | 0.00% | −100−0.4% | Reduced |
| Wedbush Securities Inc | 31,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 48,693 | $76.0K | 0.00% | −77,000−61.3% | Reduced |
| Two Sigma Advisers, LP | 50,200 | $78.0K | 0.00% | −8,000−13.7% | Reduced |
| Tocqueville Asset Management L.P. | 66,300 | $103.0K | 0.00% | −6,100−8.4% | Reduced |
| State Street Corp | 85,608 | $134.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 96,525 | $151.0K | 0.00% | +30,704+46.6% | Added |
| Connors Investor Services Inc | 106,639 | $166.0K | 0.02% | +17,000+19.0% | Added |
| Millennium Management LLC | 148,576 | $232.0K | 0.00% | −26,093−14.9% | Reduced |
| Dimensional Fund Advisors LP | 240,617 | $375.0K | 0.00% | −175,947−42.2% | Reduced |
| Annandale Capital, LLC | 241,817 | $377.0K | 0.14% | +241,817 | New |
| Geode Capital Management, LLC | 253,786 | $395.0K | 0.00% | +2,227+0.9% | Added |
| US Bancorp | 309,805 | $483.0K | 0.00% | +19,000+6.5% | Added |
| BlackRock Inc. | 338,875 | $529.0K | 0.00% | −5,929−1.7% | Reduced |
| First Eagle Investment Management, LLC | 399,349 | $623.0K | 0.00% | +20,783+5.5% | Added |
| Penbrook Management LLC | 436,447 | $681.0K | 0.59% | +15,125+3.6% | Added |
| BDO Wealth Advisors, LLC | 558,718 | $872.0K | 0.12% | +558,718 | New |
| Grace & White Inc | 839,844 | $1.31M | 0.28% | +399,531+90.7% | Added |
| Acuitas Investments, LLC | 1,074,386 | $1.68M | 1.81% | −84,310−7.3% | Reduced |
| Heartland Advisors Inc | 1,197,100 | $1.87M | 0.14% | −90,600−7.0% | Reduced |
| Vanguard Group Inc | 1,259,708 | $1.97M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,376,107 | $2.15M | 0.00% | −266,900−16.2% | Reduced |
| Kanen Wealth Management LLC | 1,662,704 | $2.59M | 1.52% | +1,662,704 | New |
| Tieton Capital Management, LLC | 2,101,080 | $3.28M | 2.31% | +569,884+37.2% | Added |
| North Star Investment Management Corp. | 2,408,085 | $3.76M | 0.37% | −1,327,482−35.5% | Reduced |
| 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 |