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, Q2 2023
Institutional positions in Orion Energy Systems, Inc. as of Jun 30, 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
- 57
- +2 vs. Q1 2023
- Shares held
- 16.3M
- +214.0K (+1.3%) vs. Q1 2023
- Total value
- $26.6M
- −$6.04M (−18.5%) vs. Q1 2023
- New holders
- 7
- 11 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,741,692 | $4.47M | 0.36% | +86,800+3.3% | Added |
| Tieton Capital Management, LLC | 2,219,240 | $3.62M | 2.32% | +20,349+0.9% | Added |
| Kanen Wealth Management LLC | 2,163,420 | $3.53M | 2.34% | +306,222+16.5% | Added |
| Renaissance Technologies LLC | 1,272,007 | $2.07M | 0.00% | +1,400+0.1% | Added |
| Vanguard Group Inc | 1,262,918 | $2.06M | 0.00% | 00.0% | Unchanged |
| Heartland Advisors Inc | 1,258,950 | $2.05M | 0.12% | −109,500−8.0% | Reduced |
| Acuitas Investments, LLC | 1,140,133 | $1.86M | 1.08% | 00.0% | Unchanged |
| Grace & White Inc | 843,903 | $1.38M | 0.25% | +4,059+0.5% | Added |
| BDO Wealth Advisors, LLC | 558,718 | $910.7K | 0.10% | 00.0% | Unchanged |
| Penbrook Management LLC | 414,747 | $676.0K | 0.49% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 366,034 | $596.6K | 0.00% | −8,000−2.1% | Reduced |
| BlackRock Inc. | 349,544 | $569.8K | 0.00% | +2,568+0.7% | Added |
| US Bancorp | 312,345 | $509.1K | 0.00% | +3,726+1.2% | Added |
| Geode Capital Management, LLC | 259,474 | $422.9K | 0.00% | 00.0% | Unchanged |
| Annandale Capital, LLC | 242,248 | $395.0K | 0.11% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 186,126 | $303.4K | 0.00% | −33,535−15.3% | Reduced |
| Connors Investor Services Inc | 143,639 | $234.0K | 0.03% | +5,000+3.6% | Added |
| State Street Corp | 85,608 | $139.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 66,018 | $107.6K | 0.00% | −8,270−11.1% | Reduced |
| Northern Trust Corp | 55,903 | $91.1K | 0.00% | +1,147+2.1% | Added |
| Register Financial Advisors LLC | 51,188 | $83.4K | 0.06% | −7,000−12.0% | Reduced |
| Bank of New York Mellon Corp | 36,099 | $58.8K | 0.00% | −142−0.4% | Reduced |
| Susquehanna International Group, LLP | 35,945 | $58.6K | 0.00% | −20,000−35.7% | Reduced |
| Victory Capital Management Inc | 33,415 | $54.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,000 | $44.0K | 0.00% | −2,942−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $27.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,111 | $26.3K | 0.00% | +16,111 | New |
| LPL Financial LLC | 16,045 | $26.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $24.1K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $22.8K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 13,900 | $22.5K | 0.00% | −9,400−40.3% | Reduced |
| Smith Anglin Financial, LLC | 12,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,190 | $13.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $7.64K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,440 | $7.24K | 0.00% | −1,300−22.6% | Reduced |
| Spire Wealth Management | 4,205 | $6.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,000 | $4.89K | 0.00% | +3,000 | New |
| Bank of America Corp | 2,699 | $4.40K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,485 | $4.05K | 0.00% | −1,253−33.5% | Reduced |
| Thompson Investment Management, Inc. | 2,000 | $3.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $1.63K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.63K | 0.00% | +298+42.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 675 | $1.10K | 0.00% | −1,193−63.9% | Reduced |
| Royal Bank of Canada | 378 | $1.00K | 0.00% | −91−19.4% | Reduced |
| Parallel Advisors, LLC | 526 | $857 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $815 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 217 | $353 | 0.00% | +9+4.3% | Added |
| EverSource Wealth Advisors, LLC | 100 | $163 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 82 | $134 | 0.00% | +82 | New |
| CGC Financial Services, LLC | 50 | $82 | 0.00% | +50 | New |
| IFP Advisors, Inc | 75 | $65 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 17 | $27 | 0.00% | +17 | New |
| Simplex Trading, LLC | 608 | $0 | 0.00% | +608 | New |
| CWM, LLC | 70 | $0 | 0.00% | +70 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,418−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |