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 2022
Institutional positions in Orion Energy Systems, Inc. as of Dec 31, 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
- 57
- +4 vs. Q3 2022
- Shares held
- 15.9M
- +356.3K (+2.3%) vs. Q3 2022
- Total value
- $29.0M
- +$4.70M (+19.3%) vs. Q3 2022
- New holders
- 12
- 14 more added
- Sold out
- 8
- 15 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,617,367 | $4.76M | 0.42% | +209,282+8.7% | Added |
| Tieton Capital Management, LLC | 2,087,225 | $3.80M | 2.51% | −13,855−0.7% | Reduced |
| Kanen Wealth Management LLC | 1,663,910 | $3.03M | 1.55% | +1,206+0.1% | Added |
| Heartland Advisors Inc | 1,341,450 | $2.44M | 0.15% | +144,350+12.1% | Added |
| Renaissance Technologies LLC | 1,284,707 | $2.34M | 0.00% | −91,400−6.6% | Reduced |
| Vanguard Group Inc | 1,262,918 | $2.30M | 0.00% | +3,210+0.3% | Added |
| Acuitas Investments, LLC | 1,238,386 | $2.25M | 2.40% | +164,000+15.3% | Added |
| Grace & White Inc | 839,844 | $1.53M | 0.30% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 558,718 | $1.02M | 0.13% | 00.0% | Unchanged |
| Penbrook Management LLC | 436,447 | $794.3K | 0.68% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 404,349 | $735.9K | 0.00% | +5,000+1.3% | Added |
| BlackRock Inc. | 340,429 | $619.6K | 0.00% | +1,554+0.5% | Added |
| US Bancorp | 308,619 | $561.7K | 0.00% | −1,186−0.4% | Reduced |
| Geode Capital Management, LLC | 259,474 | $472.0K | 0.00% | +5,688+2.2% | Added |
| Dimensional Fund Advisors LP | 246,631 | $449.0K | 0.00% | +6,014+2.5% | Added |
| Annandale Capital, LLC | 242,248 | $441.0K | 0.15% | +431+0.2% | Added |
| Connors Investor Services Inc | 131,639 | $239.6K | 0.03% | +25,000+23.4% | Added |
| Millennium Management LLC | 86,197 | $157.0K | 0.00% | −62,379−42.0% | Reduced |
| State Street Corp | 85,608 | $155.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 53,300 | $97.0K | 0.06% | +53,300 | New |
| Manatuck Hill Partners, LLC | 50,000 | $91.0K | 0.04% | +50,000 | New |
| Northern Trust Corp | 48,693 | $88.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 36,241 | $66.0K | 0.00% | −60,284−62.5% | Reduced |
| Victory Capital Management Inc | 33,415 | $60.8K | 0.00% | +33,415 | New |
| Wedbush Securities Inc | 30,500 | $56.0K | 0.00% | −1,000−3.2% | Reduced |
| GWM Advisors LLC | 26,248 | $46.5K | 0.00% | −228−0.9% | Reduced |
| Susquehanna International Group, LLP | 24,267 | $44.2K | 0.00% | +24,267 | New |
| KLCM Advisors, Inc. | 20,000 | $36.4K | 0.01% | +10,000+100.0% | Added |
| Charles Schwab Investment Management Inc | 16,987 | $30.9K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 15,000 | $27.3K | 0.00% | −51,300−77.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $26.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,095 | $25.7K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $25.5K | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 13,355 | $24.3K | 0.06% | +9,574+253.2% | Added |
| Acadian Asset Management LLC | 12,708 | $23.0K | 0.00% | −4,316−25.4% | Reduced |
| Smith Anglin Financial, LLC | 12,000 | $21.8K | 0.00% | +12,000 | New |
| Goldman Sachs Group Inc | 11,175 | $20.3K | 0.00% | −6,215−35.7% | Reduced |
| Beacon Pointe Advisors, LLC | 10,000 | $18.2K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 5,740 | $10.0K | 0.00% | −1,000−14.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,060 | $9.21K | 0.00% | +5,060 | New |
| Morgan Stanley | 4,685 | $8.53K | 0.00% | −5,892−55.7% | Reduced |
| Spire Wealth Management | 4,205 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,087 | $6.00K | 0.00% | −1,150−51.4% | Reduced |
| Bank of America Corp | 2,733 | $4.97K | 0.00% | −7,762−74.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,868 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $2.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $1.82K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 915 | $1.67K | 0.00% | +915 | New |
| Belpointe Asset Management LLC | 600 | $1.09K | 0.00% | +600 | New |
| Parallel Advisors, LLC | 526 | $957 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 425 | $774 | 0.00% | +425 | New |
| Wells Fargo & Company | 204 | $371 | 0.00% | +11+5.7% | Added |
| Accurate Wealth Management, LLC | 130 | $244 | 0.00% | +130 | New |
| EverSource Wealth Advisors, LLC | 100 | $182 | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 120 | $0 | 0.00% | −1,493−92.6% | Reduced |
| JPMorgan Chase & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,889−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,089−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |