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, Q1 2024
Institutional positions in Orion Energy Systems, Inc. as of Mar 31, 2024. 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
- 48
- −5 vs. Q4 2023
- Shares held
- 15.4M
- −137.2K (−0.9%) vs. Q4 2023
- Total value
- $13.4M
- −$77.7K (−0.6%) vs. Q4 2023
- New holders
- 4
- 12 more added
- Sold out
- 9
- 14 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 3,868,702 | $3.37M | 0.24% | +55,000+1.4% | Added |
| Grace & White Inc | 2,648,944 | $2.31M | 0.42% | +18,115+0.7% | Added |
| Tieton Capital Management, LLC | 2,133,142 | $1.86M | 0.97% | +6,978+0.3% | Added |
| Renaissance Technologies LLC | 1,354,232 | $1.18M | 0.00% | −73,475−5.1% | Reduced |
| Vanguard Group Inc | 1,276,456 | $1.11M | 0.00% | +15,947+1.3% | Added |
| Acuitas Investments, LLC | 1,140,133 | $992.1K | 0.50% | 00.0% | Unchanged |
| US Bancorp | 957,513 | $833.2K | 0.00% | +5,239+0.6% | Added |
| Penbrook Management LLC | 405,247 | $352.6K | 0.22% | −6,200−1.5% | Reduced |
| BlackRock Inc. | 323,244 | $281.3K | 0.00% | −1,904−0.6% | Reduced |
| Geode Capital Management, LLC | 268,728 | $233.9K | 0.00% | 00.0% | Unchanged |
| Annandale Capital, LLC | 212,408 | $185.0K | 0.04% | −29,840−12.3% | Reduced |
| Connors Investor Services Inc | 143,369 | $124.8K | 0.01% | −6,631−4.4% | Reduced |
| Citadel Advisors LLC | 90,837 | $79.0K | 0.00% | −4,665−4.9% | Reduced |
| State Street Corp | 85,608 | $74.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 66,605 | $58.0K | 0.00% | +14,283+27.3% | Added |
| Landscape Capital Management, L.L.C. | 56,174 | $48.9K | 0.00% | −37,332−39.9% | Reduced |
| Northern Trust Corp | 55,903 | $48.6K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 55,190 | $48.2K | 0.00% | +55,190 | New |
| Millennium Management LLC | 35,010 | $30.5K | 0.00% | −15,951−31.3% | Reduced |
| Beacon Pointe Advisors, LLC | 25,908 | $22.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,000 | $17.0K | 0.00% | −1,000−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,000 | $13.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $12.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,068 | $12.2K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $12.2K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 13,691 | $11.9K | 0.00% | +12,808+1,450.5% | Added |
| Goldman Sachs Group Inc | 11,034 | $9.60K | 0.00% | −1,128−9.3% | Reduced |
| Two Sigma Securities, LLC | 10,384 | $9.04K | 0.00% | +10,384 | New |
| Wealth Enhancement Advisory Services, LLC | 10,000 | $8.70K | 0.00% | −47,608−82.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,226 | $5.42K | 0.00% | −1,104−15.1% | Reduced |
| Morgan Stanley | 4,685 | $4.08K | 0.00% | −12−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,790 | $1.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $1.22K | 0.00% | +400+40.0% | Added |
| Spire Wealth Management | 956 | $832 | 0.00% | +4+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 650 | $566 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $458 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $436 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 410 | $357 | 0.00% | +410 | New |
| Wells Fargo & Company | 240 | $209 | 0.00% | +4+1.7% | Added |
| EverSource Wealth Advisors, LLC | 100 | $86 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 71 | $62 | 0.00% | +21+42.0% | Added |
| IFP Advisors, Inc | 35 | $30 | 0.00% | +5+16.7% | Added |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 47 | $0 | 0.00% | −358−88.4% | Reduced |
| Simplex Trading, LLC | 280 | $0 | 0.00% | +280 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,599−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −22,269−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,215−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,588−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,097−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −19−100.0% | Sold out |