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