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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 405 | $0 | 0.00% | −925−69.5% | Reduced |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 19 | $16 | 0.00% | +19 | New |
| IFP Advisors, Inc | 30 | $26 | 0.00% | −122−80.3% | Reduced |
| CGC Financial Services, LLC | 50 | $43 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50 | $43 | 0.00% | +15+42.9% | Added |
| EverSource Wealth Advisors, LLC | 100 | $87 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 236 | $205 | 0.00% | +12+5.4% | Added |
| Allworth Financial LP | 500 | $434 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $456 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 650 | $564 | 0.00% | −838−56.3% | Reduced |
| UBS Group AG | 883 | $766 | 0.00% | +853+2,843.3% | Added |
| Harbour Investments, Inc. | 1,000 | $867 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 952 | $1.02K | 0.00% | −3,253−77.4% | Reduced |
| Game Plan Financial Advisors, LLC | 1,250 | $1.08K | 0.00% | +1,250 | New |
| Advisor Group Holdings, Inc. | 1,790 | $1.55K | 0.00% | −1,050−37.0% | Reduced |
| Morgan Stanley | 4,697 | $4.07K | 0.00% | +12+0.3% | Added |
| Tower Research Capital LLC (TRC) | 7,330 | $6.36K | 0.00% | +6,833+1,374.8% | Added |
| Radnor Capital Management, LLC | 10,000 | $9.00K | 0.00% | −1,000−9.1% | Reduced |
| Goldman Sachs Group Inc | 12,162 | $10.5K | 0.00% | +12,162 | New |
| LPL Financial LLC | 14,068 | $12.2K | 0.00% | +3,659+35.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $12.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Virtu Financial LLC | 15,097 | $13.0K | 0.00% | +15,097 | New |
| XTX Topco Ltd | 15,588 | $13.5K | 0.00% | +15,588 | New |
| Bank of New York Mellon Corp | 16,215 | $14.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 16,987 | $14.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,000 | $18.0K | 0.00% | −1,500−6.7% | Reduced |
| Dimensional Fund Advisors LP | 22,269 | $19.3K | 0.00% | −79,881−78.2% | Reduced |
| Jane Street Group, LLC | 24,599 | $21.3K | 0.00% | +24,599 | New |
| Beacon Pointe Advisors, LLC | 25,908 | $22.5K | 0.00% | +15,908+159.1% | Added |
| Firsthand Capital Management, Inc. | 14,000 | $25.1K | 0.04% | +14,000 | New |
| Millennium Management LLC | 50,961 | $44.2K | 0.00% | −2,683−5.0% | Reduced |
| Susquehanna International Group, LLP | 52,322 | $45.3K | 0.00% | +52,322 | New |
| Northern Trust Corp | 55,903 | $48.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 57,608 | $49.9K | 0.00% | +47,544+472.4% | Added |
| State Street Corp | 85,608 | $74.2K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 93,506 | $81.0K | 0.01% | +93,506 | New |
| Citadel Advisors LLC | 95,502 | $82.8K | 0.00% | +68,449+253.0% | Added |
| Connors Investor Services Inc | 150,000 | $130.0K | 0.01% | +6,361+4.4% | Added |
| Annandale Capital, LLC | 242,248 | $210.0K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 268,728 | $232.9K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 325,148 | $281.8K | 0.00% | +7,364+2.3% | Added |
| Penbrook Management LLC | 411,447 | $356.6K | 0.24% | −3,300−0.8% | Reduced |
| US Bancorp | 952,274 | $825.2K | 0.00% | +502,023+111.5% | Added |
| Acuitas Investments, LLC | 1,140,133 | $988.0K | 0.52% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,260,509 | $1.09M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,427,707 | $1.24M | 0.00% | +154,800+12.2% | Added |
| Tieton Capital Management, LLC | 2,126,164 | $1.84M | 1.04% | +7,109+0.3% | Added |
| Grace & White Inc | 2,630,829 | $2.28M | 0.40% | +1,594,972+154.0% | Added |
| North Star Investment Management Corp. | 3,813,702 | $3.30M | 0.25% | +951,240+33.2% | Added |
| 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 |