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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, Q4 2024

Institutional positions in Orion Energy Systems, Inc. as of Dec 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
41
+2 vs. Q3 2024
Shares held
15.2M
−50.1K (−0.3%) vs. Q3 2024
Total value
$12.1M
−$904.9K (−6.9%) vs. Q3 2024
New holders
4
7 more added
Sold out
2
10 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 41 institutions
Q1 2021: 92 institutionsQ2 2021: 82 institutionsQ3 2021: 69 institutionsQ4 2021: 75 institutionsQ1 2022: 73 institutionsQ2 2022: 58 institutionsQ3 2022: 53 institutionsQ4 2022: 57 institutionsQ1 2023: 55 institutionsQ2 2023: 57 institutionsQ3 2023: 53 institutionsQ4 2023: 53 institutionsQ1 2024: 48 institutionsQ2 2024: 44 institutionsQ3 2024: 40 institutionsQ4 2024: 41 institutionsQ1 2025: 41 institutionsQ2 2025: 37 institutionsQ3 2025: 26 institutionsQ4 2025: 26 institutionsQ1 2026: 36 institutionsQ2 2026: 34 institutions
Value heldQ4 2024: $12.1M
Q1 2021: $153.0MQ2 2021: $114.3MQ3 2021: $71.4MQ4 2021: $63.0MQ1 2022: $47.6MQ2 2022: $31.8MQ3 2022: $24.3MQ4 2022: $29.0MQ1 2023: $32.6MQ2 2023: $26.6MQ3 2023: $19.4MQ4 2023: $13.5MQ1 2024: $13.4MQ2 2024: $16.8MQ3 2024: $13.0MQ4 2024: $12.1MQ1 2025: $10.6MQ2 2025: $8.60MQ3 2025: $12.2MQ4 2025: $21.7MQ1 2026: $17.4MQ2 2026: $21.2M
Institutions holding OESX and their total value by quarter
QuarterHoldersValue
Q2 202634$21.2M
Q1 202636$17.4M
Q4 202526$21.7M
Q3 202526$12.2M
Q2 202537$8.60M
Q1 202541$10.6M
Q4 202441$12.1M
Q3 202440$13.0M
Q2 202444$16.8M
Q1 202448$13.4M
Q4 202353$13.5M
Q3 202353$19.4M
Q2 202357$26.6M
Q1 202355$32.6M
Q4 202257$29.0M
Q3 202253$24.3M
Q2 202258$31.8M
Q1 202273$47.6M
Q4 202175$63.0M
Q3 202169$71.4M
Q2 202182$114.3M
Q1 202192$153.0M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2024.

Institutions holding OESX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.3,711,053$2.97M0.21%−221,949−5.6%Reduced
Grace & White Inc2,745,544$2.20M0.41%+50,138+1.9%Added
Tieton Capital Management, LLC2,661,853$2.13M0.86%+541,773+25.6%Added
Renaissance Technologies LLC1,280,667$1.02M0.00%−49,794−3.7%Reduced
Vanguard Group Inc1,276,456$1.02M0.00%00.0%Unchanged
Acuitas Investments, LLC1,016,980$813.7K0.67%−123,153−10.8%Reduced
US Bancorp760,466$608.4K0.00%−210,058−21.6%Reduced
Penbrook Management LLC340,847$272.7K0.19%−45,650−11.8%Reduced
Geode Capital Management, LLC312,127$249.8K0.00%00.0%Unchanged
BlackRock, Inc.245,739$196.6K0.00%00.0%Unchanged
Annandale Capital, LLC173,339$139.0K0.03%00.0%Unchanged
Susquehanna International Group, LLP129,609$103.7K0.00%+86,471+200.5%Added
Connors Investor Services Inc102,761$82.2K0.01%−38,239−27.1%Reduced
State Street Corp85,608$68.5K0.00%00.0%Unchanged
Northern Trust Corp55,794$44.6K0.00%00.0%Unchanged
Mariner, LLC43,527$34.8K0.00%+43,527New
Morgan Stanley28,494$22.8K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC25,908$20.7K0.00%+5,908+29.5%Added
Bank of America Corp20,268$16.2K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC18,000$14.4K0.00%+3,000+20.0%Added
Charles Schwab Investment Management Inc16,987$13.6K0.00%00.0%Unchanged
Raymond James Financial Inc15,062$12.1K0.00%+15,062New
Smith Anglin Financial, LLC15,000$12.0K0.00%00.0%Unchanged
Register Financial Advisors LLC15,000$12.0K0.01%00.0%Unchanged
Firsthand Capital Management, Inc.14,000$11.2K0.02%00.0%Unchanged
LPL Financial LLC12,568$10.1K0.00%00.0%Unchanged
IAG Wealth Partners, LLC12,000$9.60K0.00%+2,000+20.0%Added
Citadel Advisors LLC5,508$4.41K0.00%+4,472+431.7%Added
UBS Group AG2,781$2.23K0.00%−508−15.4%Reduced
Wells Fargo & Company2,001$1.60K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,590$1.27K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)807$6450.00%−2,973−78.7%Reduced
Federation des caisses Desjardins du Quebec650$5200.00%00.0%Unchanged
SBI Securities Co., Ltd.585$4680.00%+585New
Parallel Advisors, LLC526$4210.00%00.0%Unchanged
Allworth Financial LP500$3910.00%00.0%Unchanged
Harbour Investments, Inc.400$3200.00%−1,000−71.4%Reduced
EverSource Wealth Advisors, LLC100$800.00%00.0%Unchanged
JPMorgan Chase & Co66$530.00%−2−2.9%Reduced
IFP Advisors, Inc30$240.00%00.0%Unchanged
Simplex Trading, LLC301$00.00%+301New
CIBC Private Wealth Group, LLC0$00.00%−100,000−100.0%Sold out
Wedbush Securities Inc0$00.00%−10,000−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed