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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 301 | $0 | 0.00% | +301 | New |
| IFP Advisors, Inc | 30 | $24 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 66 | $53 | 0.00% | −2−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $80 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $320 | 0.00% | −1,000−71.4% | Reduced |
| Allworth Financial LP | 500 | $391 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $421 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 585 | $468 | 0.00% | +585 | New |
| Federation des caisses Desjardins du Quebec | 650 | $520 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 807 | $645 | 0.00% | −2,973−78.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,590 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,001 | $1.60K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,781 | $2.23K | 0.00% | −508−15.4% | Reduced |
| Citadel Advisors LLC | 5,508 | $4.41K | 0.00% | +4,472+431.7% | Added |
| IAG Wealth Partners, LLC | 12,000 | $9.60K | 0.00% | +2,000+20.0% | Added |
| LPL Financial LLC | 12,568 | $10.1K | 0.00% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 14,000 | $11.2K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,062 | $12.1K | 0.00% | +15,062 | New |
| Charles Schwab Investment Management Inc | 16,987 | $13.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,000 | $14.4K | 0.00% | +3,000+20.0% | Added |
| Bank of America Corp | 20,268 | $16.2K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 25,908 | $20.7K | 0.00% | +5,908+29.5% | Added |
| Morgan Stanley | 28,494 | $22.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 43,527 | $34.8K | 0.00% | +43,527 | New |
| Northern Trust Corp | 55,794 | $44.6K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 85,608 | $68.5K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 102,761 | $82.2K | 0.01% | −38,239−27.1% | Reduced |
| Susquehanna International Group, LLP | 129,609 | $103.7K | 0.00% | +86,471+200.5% | Added |
| Annandale Capital, LLC | 173,339 | $139.0K | 0.03% | 00.0% | Unchanged |
| BlackRock, Inc. | 245,739 | $196.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 312,127 | $249.8K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 340,847 | $272.7K | 0.19% | −45,650−11.8% | Reduced |
| US Bancorp | 760,466 | $608.4K | 0.00% | −210,058−21.6% | Reduced |
| Acuitas Investments, LLC | 1,016,980 | $813.7K | 0.67% | −123,153−10.8% | Reduced |
| Vanguard Group Inc | 1,276,456 | $1.02M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,280,667 | $1.02M | 0.00% | −49,794−3.7% | Reduced |
| Tieton Capital Management, LLC | 2,661,853 | $2.13M | 0.86% | +541,773+25.6% | Added |
| Grace & White Inc | 2,745,544 | $2.20M | 0.41% | +50,138+1.9% | Added |
| North Star Investment Management Corp. | 3,711,053 | $2.97M | 0.21% | −221,949−5.6% | Reduced |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |