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