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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 311 | $0 | 0.00% | +264+561.7% | Added |
| Qube Research & Technologies Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $34 | 0.00% | −5−14.3% | Reduced |
| JPMorgan Chase & Co | 72 | $80 | 0.00% | +1+1.4% | Added |
| EverSource Wealth Advisors, LLC | 100 | $108 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $515 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $584 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 650 | $722 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $1.55K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,590 | $1.76K | 0.00% | −200−11.2% | Reduced |
| Wells Fargo & Company | 2,001 | $2.22K | 0.00% | +1,761+733.8% | Added |
| Tower Research Capital LLC (TRC) | 7,828 | $8.69K | 0.00% | +1,602+25.7% | Added |
| IAG Wealth Partners, LLC | 10,000 | $11.1K | 0.00% | +10,000 | New |
| Millennium Management LLC | 10,537 | $11.7K | 0.00% | −24,473−69.9% | Reduced |
| UBS Group AG | 11,515 | $12.8K | 0.00% | −2,176−15.9% | Reduced |
| Jane Street Group, LLC | 11,576 | $12.8K | 0.00% | +11,576 | New |
| Picton Mahoney Asset Management | 11,164 | $13.0K | 0.00% | +11,164 | New |
| LPL Financial LLC | 12,568 | $13.9K | 0.00% | −1,500−10.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $16.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wedbush Securities Inc | 15,000 | $17.0K | 0.00% | −5,000−25.0% | Reduced |
| Charles Schwab Investment Management Inc | 16,987 | $18.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,999 | $20.0K | 0.00% | −38,175−68.0% | Reduced |
| Beacon Pointe Advisors, LLC | 20,000 | $22.2K | 0.00% | −5,908−22.8% | Reduced |
| Bank of America Corp | 20,251 | $22.5K | 0.00% | +20,251 | New |
| Morgan Stanley | 28,494 | $31.6K | 0.00% | +23,809+508.2% | Added |
| Citadel Advisors LLC | 38,135 | $42.3K | 0.00% | −52,702−58.0% | Reduced |
| Susquehanna International Group, LLP | 51,556 | $57.2K | 0.00% | −15,049−22.6% | Reduced |
| Northern Trust Corp | 55,794 | $61.9K | 0.00% | −109−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 58,860 | $65.3K | 0.00% | +3,670+6.6% | Added |
| State Street Corp | 85,608 | $95.0K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 141,000 | $156.5K | 0.02% | −2,369−1.7% | Reduced |
| BlackRock Inc. | 274,531 | $304.7K | 0.00% | −48,713−15.1% | Reduced |
| Geode Capital Management, LLC | 286,311 | $317.9K | 0.00% | +17,583+6.5% | Added |
| Penbrook Management LLC | 391,497 | $434.6K | 0.27% | −13,750−3.4% | Reduced |
| US Bancorp | 970,524 | $1.08M | 0.00% | +13,011+1.4% | Added |
| Acuitas Investments, LLC | 1,140,133 | $1.27M | 0.68% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,276,456 | $1.42M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,341,035 | $1.49M | 0.00% | −13,197−1.0% | Reduced |
| Tieton Capital Management, LLC | 2,186,931 | $2.43M | 1.35% | +53,789+2.5% | Added |
| Grace & White Inc | 2,661,955 | $2.95M | 0.55% | +13,011+0.5% | Added |
| North Star Investment Management Corp. | 3,885,702 | $4.31M | 0.32% | +17,000+0.4% | 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 |