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, Q1 2023
Institutional positions in Orion Energy Systems, Inc. as of Mar 31, 2023. 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
- 55
- −1 vs. Q4 2022
- Shares held
- 16.1M
- +157.2K (+1.0%) vs. Q4 2022
- Total value
- $32.6M
- +$3.61M (+12.4%) vs. Q4 2022
- New holders
- 7
- 11 more added
- Sold out
- 8
- 11 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,654,892 | $5.39M | 0.44% | +37,525+1.4% | Added |
| Tieton Capital Management, LLC | 2,198,891 | $4.46M | 3.18% | +111,666+5.3% | Added |
| Kanen Wealth Management LLC | 1,857,198 | $3.77M | 2.57% | +193,288+11.6% | Added |
| Heartland Advisors Inc | 1,368,450 | $2.78M | 0.17% | +27,000+2.0% | Added |
| Renaissance Technologies LLC | 1,270,607 | $2.58M | 0.00% | −14,100−1.1% | Reduced |
| Vanguard Group Inc | 1,262,918 | $2.56M | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 1,140,133 | $2.31M | 2.39% | −98,253−7.9% | Reduced |
| Grace & White Inc | 839,844 | $1.70M | 0.33% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 558,718 | $1.13M | 0.14% | 00.0% | Unchanged |
| Penbrook Management LLC | 414,747 | $841.9K | 0.66% | −21,700−5.0% | Reduced |
| First Eagle Investment Management, LLC | 374,034 | $759.3K | 0.00% | −30,315−7.5% | Reduced |
| BlackRock Inc. | 346,976 | $704.4K | 0.00% | +6,547+1.9% | Added |
| US Bancorp | 308,619 | $626.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 259,474 | $526.7K | 0.00% | 00.0% | Unchanged |
| Annandale Capital, LLC | 242,248 | $492.0K | 0.16% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 219,661 | $445.9K | 0.00% | −26,970−10.9% | Reduced |
| Connors Investor Services Inc | 138,639 | $281.0K | 0.03% | +7,000+5.3% | Added |
| State Street Corp | 85,608 | $173.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 74,288 | $151.0K | 0.00% | −11,909−13.8% | Reduced |
| Register Financial Advisors LLC | 58,188 | $118.1K | 0.09% | +4,888+9.2% | Added |
| Susquehanna International Group, LLP | 55,945 | $113.6K | 0.00% | +31,678+130.5% | Added |
| Northern Trust Corp | 54,756 | $111.2K | 0.00% | +6,063+12.5% | Added |
| Bank of New York Mellon Corp | 36,241 | $73.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 33,415 | $67.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,942 | $61.0K | 0.00% | −558−1.8% | Reduced |
| Citadel Advisors LLC | 22,418 | $45.5K | 0.00% | +22,418 | New |
| Charles Schwab Investment Management Inc | 16,987 | $34.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,045 | $32.6K | 0.00% | +1,950+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $30.0K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $28.4K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,000 | $28.4K | 0.00% | +14,000 | New |
| Smith Anglin Financial, LLC | 12,000 | $24.4K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,190 | $16.0K | 0.00% | −4,518−35.6% | Reduced |
| Advisor Group Holdings, Inc. | 5,740 | $11.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $9.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,205 | $8.54K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,738 | $7.59K | 0.00% | +3,738 | New |
| Bank of America Corp | 2,699 | $5.48K | 0.00% | −34−1.2% | Reduced |
| Thompson Investment Management, Inc. | 2,000 | $4.06K | 0.00% | +2,000 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,868 | $3.79K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.03K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 915 | $1.86K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 702 | $1.43K | 0.00% | −25,546−97.3% | Reduced |
| Belpointe Asset Management LLC | 600 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $1.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $1.01K | 0.00% | +500 | New |
| Royal Bank of Canada | 469 | $1.00K | 0.00% | +469 | New |
| Wells Fargo & Company | 208 | $423 | 0.00% | +4+2.0% | Added |
| EverSource Wealth Advisors, LLC | 100 | $203 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $65 | 0.00% | −1,012−93.1% | Reduced |
| JPMorgan Chase & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 23,300 | $0 | 0.00% | +23,300 | New |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| KLCM Advisors, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,175−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Axiom Investment Management LLC | – | – | – | – | Not filed |