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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 2025

Institutional positions in Orion Energy Systems, Inc. as of Dec 31, 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
26
0 vs. Q3 2025
Shares held
1.41M
+15.5K (+1.1%) vs. Q3 2025
Total value
$21.7M
+$9.48M (+77.7%) vs. Q3 2025
New holders
5
6 more added
Sold out
5
7 more reduced

Compare with Q3 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.

Institutional holdersQ4 2025: 26 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 2025: $21.7M
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 2025

Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2025.

Institutions holding OESX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.407,452$6.27M0.39%+23,998+6.3%Added
Tieton Capital Management, LLC256,194$3.94M1.35%+1,580+0.6%Added
Grace & White Inc220,987$3.40M0.61%−73,584−25.0%Reduced
Renaissance Technologies LLC134,776$2.07M0.00%+506+0.4%Added
Vanguard Group Inc129,958$2.00M0.00%+4,441+3.5%Added
SEI Investments Co60,714$933.8K0.00%+60,714New
US Bancorp58,555$900.6K0.00%−38,264−39.5%Reduced
Marshall Wace, LLP45,896$705.9K0.00%+45,896New
Geode Capital Management, LLC34,991$538.3K0.00%−3,096−8.1%Reduced
BlackRock, Inc.24,209$372.3K0.00%00.0%Unchanged
GWM Advisors LLC15,082$232.0K0.00%+15,082New
Quadrature Capital Ltd13,156$202.3K0.00%+13,156New
Bank of America Corp2,027$31.2K0.00%00.0%Unchanged
IAG Wealth Partners, LLC1,700$26.1K0.00%+100+6.3%Added
Firsthand Capital Management, Inc.1,400$21.5K0.04%00.0%Unchanged
Morgan Stanley877$13.5K0.00%+409+87.4%Added
Wells Fargo & Company200$3.08K0.00%00.0%Unchanged
UBS Group AG184$2.83K0.00%−171−48.2%Reduced
Advisor Group Holdings, Inc.161$2.47K0.00%−1,148−87.7%Reduced
Jones Financial Companies LLLP75$1.15K0.00%+75New
Harbour Investments, Inc.40$6150.00%00.0%Unchanged
SBI Securities Co., Ltd.36$5540.00%−21−36.8%Reduced
Parallel Advisors, LLC19$2920.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$1540.00%00.0%Unchanged
IFP Advisors, Inc3$460.00%−55−94.8%Reduced
Citigroup Inc1$150.00%00.0%Unchanged
Annandale Capital, LLC0$00.00%−17,333−100.0%Sold out
Penbrook Management LLC0$00.00%−16,644−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−73−100.0%Sold out
Allworth Financial LP0$00.00%−50−100.0%Sold out
Barclays PLC0$00.00%−13−100.0%Sold out