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 2025
Institutional positions in Orion Energy Systems, Inc. as of Jun 30, 2025. 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
- 37
- −4 vs. Q1 2025
- Shares held
- 14.2M
- −396.9K (−2.7%) vs. Q1 2025
- Total value
- $8.60M
- −$1.96M (−18.6%) vs. Q1 2025
- New holders
- 1
- 13 more added
- Sold out
- 5
- 4 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 30 | $18 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $61 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $240 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $305 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 585 | $351 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 650 | $390 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 719 | $431 | 0.00% | +193+36.7% | Added |
| Advisor Group Holdings, Inc. | 1,190 | $714 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,001 | $1.20K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,139 | $7.28K | 0.00% | +9,839+427.8% | Added |
| LPL Financial LLC | 12,568 | $7.54K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,397 | $8.17K | 0.00% | +13,397 | New |
| IAG Wealth Partners, LLC | 14,000 | $8.40K | 0.00% | +2,000+16.7% | Added |
| Firsthand Capital Management, Inc. | 14,000 | $8.54K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 15,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,137 | $9.08K | 0.00% | +75+0.5% | Added |
| Kestra Private Wealth Services, LLC | 20,000 | $12.0K | 0.00% | +2,000+11.1% | Added |
| Bank of America Corp | 20,330 | $12.2K | 0.00% | +48+0.2% | Added |
| Beacon Pointe Advisors, LLC | 31,590 | $19.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 43,527 | $26.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 45,439 | $27.3K | 0.00% | +16,945+59.5% | Added |
| Northern Trust Corp | 55,794 | $33.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 85,608 | $52.2K | 0.00% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 96,905 | $58.2K | 0.04% | +5,000+5.4% | Added |
| Susquehanna International Group, LLP | 126,545 | $77.2K | 0.00% | +47,649+60.4% | Added |
| Citadel Advisors LLC | 142,982 | $87.2K | 0.00% | −85,508−37.4% | Reduced |
| Annandale Capital, LLC | 173,339 | $106.0K | 0.02% | 00.0% | Unchanged |
| Penbrook Management LLC | 179,925 | $108.0K | 0.08% | −157,672−46.7% | Reduced |
| BlackRock, Inc. | 245,739 | $147.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 374,290 | $228.4K | 0.00% | +1,092+0.3% | Added |
| US Bancorp | 899,007 | $539.5K | 0.00% | +99,499+12.4% | Added |
| Renaissance Technologies LLC | 1,261,643 | $757.1K | 0.00% | +4,196+0.3% | Added |
| Vanguard Group Inc | 1,291,090 | $787.6K | 0.00% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 2,492,553 | $1.52M | 0.59% | −9,870−0.4% | Reduced |
| Grace & White Inc | 2,884,085 | $1.73M | 0.32% | +99,499+3.6% | Added |
| North Star Investment Management Corp. | 3,658,553 | $2.20M | 0.15% | −52,500−1.4% | Reduced |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −362,242−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −16,987−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,949−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |