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.
| 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 2025
Shares, value and share of portfolio for each institution holding Orion Energy Systems, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $15 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $46 | 0.00% | −55−94.8% | Reduced |
| EverSource Wealth Advisors, LLC | 10 | $154 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $292 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $554 | 0.00% | −21−36.8% | Reduced |
| Harbour Investments, Inc. | 40 | $615 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $1.15K | 0.00% | +75 | New |
| Advisor Group Holdings, Inc. | 161 | $2.47K | 0.00% | −1,148−87.7% | Reduced |
| UBS Group AG | 184 | $2.83K | 0.00% | −171−48.2% | Reduced |
| Wells Fargo & Company | 200 | $3.08K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 877 | $13.5K | 0.00% | +409+87.4% | Added |
| Firsthand Capital Management, Inc. | 1,400 | $21.5K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,700 | $26.1K | 0.00% | +100+6.3% | Added |
| Bank of America Corp | 2,027 | $31.2K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,156 | $202.3K | 0.00% | +13,156 | New |
| GWM Advisors LLC | 15,082 | $232.0K | 0.00% | +15,082 | New |
| BlackRock, Inc. | 24,209 | $372.3K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 34,991 | $538.3K | 0.00% | −3,096−8.1% | Reduced |
| Marshall Wace, LLP | 45,896 | $705.9K | 0.00% | +45,896 | New |
| US Bancorp | 58,555 | $900.6K | 0.00% | −38,264−39.5% | Reduced |
| SEI Investments Co | 60,714 | $933.8K | 0.00% | +60,714 | New |
| Vanguard Group Inc | 129,958 | $2.00M | 0.00% | +4,441+3.5% | Added |
| Renaissance Technologies LLC | 134,776 | $2.07M | 0.00% | +506+0.4% | Added |
| Grace & White Inc | 220,987 | $3.40M | 0.61% | −73,584−25.0% | Reduced |
| Tieton Capital Management, LLC | 256,194 | $3.94M | 1.35% | +1,580+0.6% | Added |
| North Star Investment Management Corp. | 407,452 | $6.27M | 0.39% | +23,998+6.3% | Added |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −16,644−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |