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, Q2 2024
Institutional positions in Orion Energy Systems, Inc. as of Jun 30, 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
- 44
- −4 vs. Q1 2024
- Shares held
- 15.1M
- −284.3K (−1.8%) vs. Q1 2024
- Total value
- $16.8M
- +$3.38M (+25.2%) vs. Q1 2024
- New holders
- 4
- 11 more added
- Sold out
- 8
- 15 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 3,885,702 | $4.31M | 0.32% | +17,000+0.4% | Added |
| Grace & White Inc | 2,661,955 | $2.95M | 0.55% | +13,011+0.5% | Added |
| Tieton Capital Management, LLC | 2,186,931 | $2.43M | 1.35% | +53,789+2.5% | Added |
| Renaissance Technologies LLC | 1,341,035 | $1.49M | 0.00% | −13,197−1.0% | Reduced |
| Vanguard Group Inc | 1,276,456 | $1.42M | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 1,140,133 | $1.27M | 0.68% | 00.0% | Unchanged |
| US Bancorp | 970,524 | $1.08M | 0.00% | +13,011+1.4% | Added |
| Penbrook Management LLC | 391,497 | $434.6K | 0.27% | −13,750−3.4% | Reduced |
| Geode Capital Management, LLC | 286,311 | $317.9K | 0.00% | +17,583+6.5% | Added |
| BlackRock Inc. | 274,531 | $304.7K | 0.00% | −48,713−15.1% | Reduced |
| Connors Investor Services Inc | 141,000 | $156.5K | 0.02% | −2,369−1.7% | Reduced |
| State Street Corp | 85,608 | $95.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 58,860 | $65.3K | 0.00% | +3,670+6.6% | Added |
| Northern Trust Corp | 55,794 | $61.9K | 0.00% | −109−0.2% | Reduced |
| Susquehanna International Group, LLP | 51,556 | $57.2K | 0.00% | −15,049−22.6% | Reduced |
| Citadel Advisors LLC | 38,135 | $42.3K | 0.00% | −52,702−58.0% | Reduced |
| Morgan Stanley | 28,494 | $31.6K | 0.00% | +23,809+508.2% | Added |
| Bank of America Corp | 20,251 | $22.5K | 0.00% | +20,251 | New |
| Beacon Pointe Advisors, LLC | 20,000 | $22.2K | 0.00% | −5,908−22.8% | Reduced |
| Landscape Capital Management, L.L.C. | 17,999 | $20.0K | 0.00% | −38,175−68.0% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $18.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,000 | $17.0K | 0.00% | −5,000−25.0% | Reduced |
| Smith Anglin Financial, LLC | 15,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,000 | $16.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $16.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,568 | $13.9K | 0.00% | −1,500−10.7% | Reduced |
| Picton Mahoney Asset Management | 11,164 | $13.0K | 0.00% | +11,164 | New |
| Jane Street Group, LLC | 11,576 | $12.8K | 0.00% | +11,576 | New |
| UBS Group AG | 11,515 | $12.8K | 0.00% | −2,176−15.9% | Reduced |
| Millennium Management LLC | 10,537 | $11.7K | 0.00% | −24,473−69.9% | Reduced |
| IAG Wealth Partners, LLC | 10,000 | $11.1K | 0.00% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 7,828 | $8.69K | 0.00% | +1,602+25.7% | Added |
| Wells Fargo & Company | 2,001 | $2.22K | 0.00% | +1,761+733.8% | Added |
| Advisor Group Holdings, Inc. | 1,590 | $1.76K | 0.00% | −200−11.2% | Reduced |
| Harbour Investments, Inc. | 1,400 | $1.55K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 650 | $722 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $584 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $515 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $108 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 72 | $80 | 0.00% | +1+1.4% | Added |
| IFP Advisors, Inc | 30 | $34 | 0.00% | −5−14.3% | Reduced |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 311 | $0 | 0.00% | +264+561.7% | Added |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −212,408−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,034−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,384−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |