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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 594 | $0 | 0.00% | −14−2.3% | Reduced |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | +1 | New |
| UBS Group AG | 30 | $38 | 0.00% | −2,455−98.8% | Reduced |
| JPMorgan Chase & Co | 35 | $44 | 0.00% | +35 | New |
| CGC Financial Services, LLC | 50 | $63 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $126 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 152 | $192 | 0.00% | +77+102.7% | Added |
| Wells Fargo & Company | 224 | $282 | 0.00% | +7+3.2% | Added |
| Tower Research Capital LLC (TRC) | 497 | $626 | 0.00% | +415+506.1% | Added |
| Allworth Financial LP | 500 | $630 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 500 | $630 | 0.00% | +500 | New |
| Parallel Advisors, LLC | 526 | $663 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 498 | $1.00K | 0.00% | +428+611.4% | Added |
| Harbour Investments, Inc. | 1,000 | $1.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $1.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,488 | $1.88K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,330 | $2.00K | 0.00% | +952+251.9% | Added |
| Advisor Group Holdings, Inc. | 2,840 | $3.58K | 0.00% | −1,600−36.0% | Reduced |
| Spire Wealth Management | 4,205 | $5.30K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $5.90K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,064 | $12.7K | 0.00% | +10,064 | New |
| LPL Financial LLC | 10,409 | $13.1K | 0.00% | −5,636−35.1% | Reduced |
| Radnor Capital Management, LLC | 11,000 | $14.0K | 0.00% | +11,000 | New |
| Kestra Private Wealth Services, LLC | 14,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $18.6K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $18.9K | 0.00% | +3,000+25.0% | Added |
| Bank of New York Mellon Corp | 16,215 | $20.4K | 0.00% | −19,884−55.1% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $21.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,500 | $28.0K | 0.00% | −4,500−16.7% | Reduced |
| Citadel Advisors LLC | 27,053 | $34.1K | 0.00% | +27,053 | New |
| Victory Capital Management Inc | 33,415 | $42.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 47,188 | $59.5K | 0.04% | −4,000−7.8% | Reduced |
| Millennium Management LLC | 53,644 | $67.6K | 0.00% | −12,374−18.7% | Reduced |
| Northern Trust Corp | 55,903 | $70.4K | 0.00% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 80,345 | $101.2K | 0.07% | +80,345 | New |
| State Street Corp | 85,608 | $107.9K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 102,150 | $128.7K | 0.00% | −83,976−45.1% | Reduced |
| Connors Investor Services Inc | 143,639 | $181.0K | 0.02% | 00.0% | Unchanged |
| Annandale Capital, LLC | 242,248 | $305.0K | 0.09% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 268,728 | $338.7K | 0.00% | +9,254+3.6% | Added |
| BlackRock Inc. | 317,784 | $400.4K | 0.00% | −31,760−9.1% | Reduced |
| First Eagle Investment Management, LLC | 352,288 | $443.9K | 0.00% | −13,746−3.8% | Reduced |
| Penbrook Management LLC | 414,747 | $522.6K | 0.38% | 00.0% | Unchanged |
| US Bancorp | 450,251 | $567.3K | 0.00% | +137,906+44.2% | Added |
| Heartland Advisors Inc | 714,612 | $900.4K | 0.05% | −544,338−43.2% | Reduced |
| Grace & White Inc | 1,035,857 | $1.31M | 0.24% | +191,954+22.7% | Added |
| Acuitas Investments, LLC | 1,140,133 | $1.44M | 0.84% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,260,509 | $1.59M | 0.00% | −2,409−0.2% | Reduced |
| Renaissance Technologies LLC | 1,272,907 | $1.60M | 0.00% | +900+0.1% | Added |
| Tieton Capital Management, LLC | 2,119,055 | $2.67M | 1.68% | −100,185−4.5% | Reduced |
| Kanen Wealth Management LLC | 2,155,567 | $2.72M | 2.09% | −7,853−0.4% | Reduced |
| North Star Investment Management Corp. | 2,862,462 | $3.61M | 0.30% | +120,770+4.4% | Added |
| 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 |