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, Q3 2023
Institutional positions in Orion Energy Systems, Inc. as of Sep 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
- 53
- −3 vs. Q2 2023
- Shares held
- 15.4M
- −336.6K (−2.1%) vs. Q2 2023
- Total value
- $19.4M
- −$6.24M (−24.3%) vs. Q2 2023
- New holders
- 7
- 11 more added
- Sold out
- 10
- 15 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,862,462 | $3.61M | 0.30% | +120,770+4.4% | Added |
| Kanen Wealth Management LLC | 2,155,567 | $2.72M | 2.09% | −7,853−0.4% | Reduced |
| Tieton Capital Management, LLC | 2,119,055 | $2.67M | 1.68% | −100,185−4.5% | Reduced |
| Renaissance Technologies LLC | 1,272,907 | $1.60M | 0.00% | +900+0.1% | Added |
| Vanguard Group Inc | 1,260,509 | $1.59M | 0.00% | −2,409−0.2% | Reduced |
| Acuitas Investments, LLC | 1,140,133 | $1.44M | 0.84% | 00.0% | Unchanged |
| Grace & White Inc | 1,035,857 | $1.31M | 0.24% | +191,954+22.7% | Added |
| Heartland Advisors Inc | 714,612 | $900.4K | 0.05% | −544,338−43.2% | Reduced |
| US Bancorp | 450,251 | $567.3K | 0.00% | +137,906+44.2% | Added |
| Penbrook Management LLC | 414,747 | $522.6K | 0.38% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 352,288 | $443.9K | 0.00% | −13,746−3.8% | Reduced |
| BlackRock Inc. | 317,784 | $400.4K | 0.00% | −31,760−9.1% | Reduced |
| Geode Capital Management, LLC | 268,728 | $338.7K | 0.00% | +9,254+3.6% | Added |
| Annandale Capital, LLC | 242,248 | $305.0K | 0.09% | 00.0% | Unchanged |
| Connors Investor Services Inc | 143,639 | $181.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 102,150 | $128.7K | 0.00% | −83,976−45.1% | Reduced |
| State Street Corp | 85,608 | $107.9K | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 80,345 | $101.2K | 0.07% | +80,345 | New |
| Northern Trust Corp | 55,903 | $70.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 53,644 | $67.6K | 0.00% | −12,374−18.7% | Reduced |
| Register Financial Advisors LLC | 47,188 | $59.5K | 0.04% | −4,000−7.8% | Reduced |
| Victory Capital Management Inc | 33,415 | $42.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,053 | $34.1K | 0.00% | +27,053 | New |
| Wedbush Securities Inc | 22,500 | $28.0K | 0.00% | −4,500−16.7% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,215 | $20.4K | 0.00% | −19,884−55.1% | Reduced |
| Smith Anglin Financial, LLC | 15,000 | $18.9K | 0.00% | +3,000+25.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $18.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 11,000 | $14.0K | 0.00% | +11,000 | New |
| LPL Financial LLC | 10,409 | $13.1K | 0.00% | −5,636−35.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,064 | $12.7K | 0.00% | +10,064 | New |
| Beacon Pointe Advisors, LLC | 10,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $5.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,205 | $5.30K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,840 | $3.58K | 0.00% | −1,600−36.0% | Reduced |
| Royal Bank of Canada | 1,330 | $2.00K | 0.00% | +952+251.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,488 | $1.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $1.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.26K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 498 | $1.00K | 0.00% | +428+611.4% | Added |
| Parallel Advisors, LLC | 526 | $663 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $630 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 500 | $630 | 0.00% | +500 | New |
| Tower Research Capital LLC (TRC) | 497 | $626 | 0.00% | +415+506.1% | Added |
| Wells Fargo & Company | 224 | $282 | 0.00% | +7+3.2% | Added |
| IFP Advisors, Inc | 152 | $192 | 0.00% | +77+102.7% | Added |
| EverSource Wealth Advisors, LLC | 100 | $126 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $63 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 35 | $44 | 0.00% | +35 | New |
| UBS Group AG | 30 | $38 | 0.00% | −2,455−98.8% | Reduced |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | +1 | New |
| Simplex Trading, LLC | 594 | $0 | 0.00% | −14−2.3% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,945−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −16,111−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |