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, Q4 2023
Institutional positions in Orion Energy Systems, Inc. as of Dec 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
- 53
- +1 vs. Q3 2023
- Shares held
- 15.5M
- +131.6K (+0.9%) vs. Q3 2023
- Total value
- $13.5M
- −$5.93M (−30.6%) vs. Q3 2023
- New holders
- 9
- 17 more added
- Sold out
- 8
- 11 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 3,813,702 | $3.30M | 0.25% | +951,240+33.2% | Added |
| Grace & White Inc | 2,630,829 | $2.28M | 0.40% | +1,594,972+154.0% | Added |
| Tieton Capital Management, LLC | 2,126,164 | $1.84M | 1.04% | +7,109+0.3% | Added |
| Renaissance Technologies LLC | 1,427,707 | $1.24M | 0.00% | +154,800+12.2% | Added |
| Vanguard Group Inc | 1,260,509 | $1.09M | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 1,140,133 | $988.0K | 0.52% | 00.0% | Unchanged |
| US Bancorp | 952,274 | $825.2K | 0.00% | +502,023+111.5% | Added |
| Penbrook Management LLC | 411,447 | $356.6K | 0.24% | −3,300−0.8% | Reduced |
| BlackRock Inc. | 325,148 | $281.8K | 0.00% | +7,364+2.3% | Added |
| Geode Capital Management, LLC | 268,728 | $232.9K | 0.00% | 00.0% | Unchanged |
| Annandale Capital, LLC | 242,248 | $210.0K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 150,000 | $130.0K | 0.01% | +6,361+4.4% | Added |
| Citadel Advisors LLC | 95,502 | $82.8K | 0.00% | +68,449+253.0% | Added |
| Landscape Capital Management, L.L.C. | 93,506 | $81.0K | 0.01% | +93,506 | New |
| State Street Corp | 85,608 | $74.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 57,608 | $49.9K | 0.00% | +47,544+472.4% | Added |
| Northern Trust Corp | 55,903 | $48.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 52,322 | $45.3K | 0.00% | +52,322 | New |
| Millennium Management LLC | 50,961 | $44.2K | 0.00% | −2,683−5.0% | Reduced |
| Firsthand Capital Management, Inc. | 14,000 | $25.1K | 0.04% | +14,000 | New |
| Beacon Pointe Advisors, LLC | 25,908 | $22.5K | 0.00% | +15,908+159.1% | Added |
| Jane Street Group, LLC | 24,599 | $21.3K | 0.00% | +24,599 | New |
| Dimensional Fund Advisors LP | 22,269 | $19.3K | 0.00% | −79,881−78.2% | Reduced |
| Wedbush Securities Inc | 21,000 | $18.0K | 0.00% | −1,500−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,215 | $14.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,588 | $13.5K | 0.00% | +15,588 | New |
| Virtu Financial LLC | 15,097 | $13.0K | 0.00% | +15,097 | New |
| Register Financial Advisors LLC | 15,000 | $13.0K | 0.01% | −32,188−68.2% | Reduced |
| Smith Anglin Financial, LLC | 15,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,000 | $13.0K | 0.00% | +1,000+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $12.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,068 | $12.2K | 0.00% | +3,659+35.2% | Added |
| Goldman Sachs Group Inc | 12,162 | $10.5K | 0.00% | +12,162 | New |
| Radnor Capital Management, LLC | 10,000 | $9.00K | 0.00% | −1,000−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,330 | $6.36K | 0.00% | +6,833+1,374.8% | Added |
| Morgan Stanley | 4,697 | $4.07K | 0.00% | +12+0.3% | Added |
| Advisor Group Holdings, Inc. | 1,790 | $1.55K | 0.00% | −1,050−37.0% | Reduced |
| Game Plan Financial Advisors, LLC | 1,250 | $1.08K | 0.00% | +1,250 | New |
| Spire Wealth Management | 952 | $1.02K | 0.00% | −3,253−77.4% | Reduced |
| Harbour Investments, Inc. | 1,000 | $867 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 883 | $766 | 0.00% | +853+2,843.3% | Added |
| Federation des caisses Desjardins du Quebec | 650 | $564 | 0.00% | −838−56.3% | Reduced |
| Parallel Advisors, LLC | 526 | $456 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $434 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 236 | $205 | 0.00% | +12+5.4% | Added |
| EverSource Wealth Advisors, LLC | 100 | $87 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $43 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50 | $43 | 0.00% | +15+42.9% | Added |
| IFP Advisors, Inc | 30 | $26 | 0.00% | −122−80.3% | Reduced |
| Bank of America Corp | 19 | $16 | 0.00% | +19 | New |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 405 | $0 | 0.00% | −925−69.5% | Reduced |
| Kanen Wealth Management LLC | 0 | $0 | 0.00% | −2,155,567−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −714,612−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −352,288−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −80,345−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −33,415−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |