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, Q3 2024
Institutional positions in Orion Energy Systems, Inc. as of Sep 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
- 40
- −3 vs. Q2 2024
- Shares held
- 15.2M
- +384.0K (+2.6%) vs. Q2 2024
- Total value
- $13.0M
- −$3.42M (−20.8%) vs. Q2 2024
- New holders
- 4
- 4 more added
- Sold out
- 7
- 9 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 3,933,002 | $3.37M | 0.23% | +47,300+1.2% | Added |
| Grace & White Inc | 2,695,406 | $2.31M | 0.42% | +33,451+1.3% | Added |
| Tieton Capital Management, LLC | 2,120,080 | $1.82M | 0.94% | −66,851−3.1% | Reduced |
| Renaissance Technologies LLC | 1,330,461 | $1.14M | 0.00% | −10,574−0.8% | Reduced |
| Vanguard Group Inc | 1,276,456 | $1.09M | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 1,140,133 | $977.0K | 0.44% | 00.0% | Unchanged |
| US Bancorp | 970,524 | $831.7K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 386,497 | $331.2K | 0.22% | −5,000−1.3% | Reduced |
| Geode Capital Management, LLC | 312,127 | $267.5K | 0.00% | +25,816+9.0% | Added |
| BlackRock, Inc. | 245,739 | $210.6K | 0.00% | +245,739 | New |
| Annandale Capital, LLC | 173,339 | $149.0K | 0.03% | +173,339 | New |
| Connors Investor Services Inc | 141,000 | $120.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100,000 | $85.7K | 0.00% | +100,000 | New |
| State Street Corp | 85,608 | $73.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 55,794 | $47.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 43,138 | $37.0K | 0.00% | −8,418−16.3% | Reduced |
| Morgan Stanley | 28,494 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 20,268 | $17.3K | 0.00% | +17+0.1% | Added |
| Beacon Pointe Advisors, LLC | 20,000 | $17.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 16,987 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,000 | $12.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,800 | $12.7K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $12.0K | 0.02% | +14,000 | New |
| LPL Financial LLC | 12,568 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,000 | $9.00K | 0.00% | −5,000−33.3% | Reduced |
| IAG Wealth Partners, LLC | 10,000 | $8.57K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,780 | $3.24K | 0.00% | −4,048−51.7% | Reduced |
| UBS Group AG | 3,289 | $2.82K | 0.00% | −8,226−71.4% | Reduced |
| Wells Fargo & Company | 2,001 | $1.71K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,590 | $1.37K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $1.20K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,036 | $888 | 0.00% | −37,099−97.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 650 | $557 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $451 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $429 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $86 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 68 | $58 | 0.00% | −4−5.6% | Reduced |
| IFP Advisors, Inc | 30 | $25 | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −58,860−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,999−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,164−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |