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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 23,300 | $0 | 0.00% | +23,300 | New |
| IFP Advisors, Inc | 75 | $65 | 0.00% | −1,012−93.1% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $203 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 208 | $423 | 0.00% | +4+2.0% | Added |
| Royal Bank of Canada | 469 | $1.00K | 0.00% | +469 | New |
| Allworth Financial LP | 500 | $1.01K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 526 | $1.07K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 600 | $1.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 702 | $1.43K | 0.00% | −25,546−97.3% | Reduced |
| Advisory Services Network, LLC | 915 | $1.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.03K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $3.02K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,868 | $3.79K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $4.06K | 0.00% | +2,000 | New |
| Bank of America Corp | 2,699 | $5.48K | 0.00% | −34−1.2% | Reduced |
| UBS Group AG | 3,738 | $7.59K | 0.00% | +3,738 | New |
| Spire Wealth Management | 4,205 | $8.54K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $9.51K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,740 | $11.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,190 | $16.0K | 0.00% | −4,518−35.6% | Reduced |
| Beacon Pointe Advisors, LLC | 10,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 12,000 | $24.4K | 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 |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $30.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,045 | $32.6K | 0.00% | +1,950+13.8% | Added |
| Charles Schwab Investment Management Inc | 16,987 | $34.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,418 | $45.5K | 0.00% | +22,418 | New |
| Wedbush Securities Inc | 29,942 | $61.0K | 0.00% | −558−1.8% | Reduced |
| Victory Capital Management Inc | 33,415 | $67.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 36,241 | $73.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 54,756 | $111.2K | 0.00% | +6,063+12.5% | Added |
| Susquehanna International Group, LLP | 55,945 | $113.6K | 0.00% | +31,678+130.5% | Added |
| Register Financial Advisors LLC | 58,188 | $118.1K | 0.09% | +4,888+9.2% | Added |
| Millennium Management LLC | 74,288 | $151.0K | 0.00% | −11,909−13.8% | Reduced |
| State Street Corp | 85,608 | $173.8K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 138,639 | $281.0K | 0.03% | +7,000+5.3% | Added |
| Dimensional Fund Advisors LP | 219,661 | $445.9K | 0.00% | −26,970−10.9% | Reduced |
| Annandale Capital, LLC | 242,248 | $492.0K | 0.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 259,474 | $526.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 308,619 | $626.5K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 346,976 | $704.4K | 0.00% | +6,547+1.9% | Added |
| First Eagle Investment Management, LLC | 374,034 | $759.3K | 0.00% | −30,315−7.5% | Reduced |
| Penbrook Management LLC | 414,747 | $841.9K | 0.66% | −21,700−5.0% | Reduced |
| BDO Wealth Advisors, LLC | 558,718 | $1.13M | 0.14% | 00.0% | Unchanged |
| Grace & White Inc | 839,844 | $1.70M | 0.33% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 1,140,133 | $2.31M | 2.39% | −98,253−7.9% | Reduced |
| Vanguard Group Inc | 1,262,918 | $2.56M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,270,607 | $2.58M | 0.00% | −14,100−1.1% | Reduced |
| Heartland Advisors Inc | 1,368,450 | $2.78M | 0.17% | +27,000+2.0% | Added |
| Kanen Wealth Management LLC | 1,857,198 | $3.77M | 2.57% | +193,288+11.6% | Added |
| Tieton Capital Management, LLC | 2,198,891 | $4.46M | 3.18% | +111,666+5.3% | Added |
| North Star Investment Management Corp. | 2,654,892 | $5.39M | 0.44% | +37,525+1.4% | Added |
| 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 |