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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 47 | $0 | 0.00% | −358−88.4% | Reduced |
| Simplex Trading, LLC | 280 | $0 | 0.00% | +280 | New |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $30 | 0.00% | +5+16.7% | Added |
| JPMorgan Chase & Co | 71 | $62 | 0.00% | +21+42.0% | Added |
| EverSource Wealth Advisors, LLC | 100 | $86 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 240 | $209 | 0.00% | +4+1.7% | Added |
| Johnson Financial Group, Inc. | 410 | $357 | 0.00% | +410 | New |
| Allworth Financial LP | 500 | $436 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $458 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 650 | $566 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 956 | $832 | 0.00% | +4+0.4% | Added |
| Harbour Investments, Inc. | 1,400 | $1.22K | 0.00% | +400+40.0% | Added |
| Advisor Group Holdings, Inc. | 1,790 | $1.56K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,685 | $4.08K | 0.00% | −12−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,226 | $5.42K | 0.00% | −1,104−15.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,000 | $8.70K | 0.00% | −47,608−82.6% | Reduced |
| Two Sigma Securities, LLC | 10,384 | $9.04K | 0.00% | +10,384 | New |
| Goldman Sachs Group Inc | 11,034 | $9.60K | 0.00% | −1,128−9.3% | Reduced |
| UBS Group AG | 13,691 | $11.9K | 0.00% | +12,808+1,450.5% | Added |
| Firsthand Capital Management, Inc. | 14,000 | $12.2K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 14,068 | $12.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $12.9K | 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 |
| Charles Schwab Investment Management Inc | 16,987 | $14.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,000 | $17.0K | 0.00% | −1,000−4.8% | Reduced |
| Beacon Pointe Advisors, LLC | 25,908 | $22.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 35,010 | $30.5K | 0.00% | −15,951−31.3% | Reduced |
| Great Valley Advisor Group, Inc. | 55,190 | $48.2K | 0.00% | +55,190 | New |
| Northern Trust Corp | 55,903 | $48.6K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 56,174 | $48.9K | 0.00% | −37,332−39.9% | Reduced |
| Susquehanna International Group, LLP | 66,605 | $58.0K | 0.00% | +14,283+27.3% | Added |
| State Street Corp | 85,608 | $74.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,837 | $79.0K | 0.00% | −4,665−4.9% | Reduced |
| Connors Investor Services Inc | 143,369 | $124.8K | 0.01% | −6,631−4.4% | Reduced |
| Annandale Capital, LLC | 212,408 | $185.0K | 0.04% | −29,840−12.3% | Reduced |
| Geode Capital Management, LLC | 268,728 | $233.9K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 323,244 | $281.3K | 0.00% | −1,904−0.6% | Reduced |
| Penbrook Management LLC | 405,247 | $352.6K | 0.22% | −6,200−1.5% | Reduced |
| US Bancorp | 957,513 | $833.2K | 0.00% | +5,239+0.6% | Added |
| Acuitas Investments, LLC | 1,140,133 | $992.1K | 0.50% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,276,456 | $1.11M | 0.00% | +15,947+1.3% | Added |
| Renaissance Technologies LLC | 1,354,232 | $1.18M | 0.00% | −73,475−5.1% | Reduced |
| Tieton Capital Management, LLC | 2,133,142 | $1.86M | 0.97% | +6,978+0.3% | Added |
| Grace & White Inc | 2,648,944 | $2.31M | 0.42% | +18,115+0.7% | Added |
| North Star Investment Management Corp. | 3,868,702 | $3.37M | 0.24% | +55,000+1.4% | Added |
| 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 |