Orion Energy SystemsOESX

13F holders, Q2 2024 (June 30)
44holders −4
4new positions
8sold out
3famous investors
$1.11avg. 13F price*

At the end of Q2 2024, 44 institutions reported holding Orion Energy Systems Inc. (OESX) in their 13F filings, down 4 from Q1 2024. 4 opened new positions and 8 sold out. The largest holders were North Star Investment Management Corp. ($4.3M), Grace & White Inc. ($3.0M) and Tieton Capital Management, LLC ($2.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Orion Energy Systems Inc.
CUSIP
686275108
Latest filing quarter
Q3 2025

History

Number of 13F holders

01020304050 Q1 2024: 48Q1 2024Q2 2024: 44Q2 2024Q3 2024: 40Q3 2024Q4 2024: 41Q4 2024Q1 2025: 41Q1 2025Q2 2025: 37Q2 2025Q3 2025: 3Q3 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$59K
Exits8$226K

All 13F filers, Q1 2024 → Q2 2024: 198,492 shares bought and 482,798 shares sold, net −284,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

North Star Investment Management Corp. 0.32% Add +0.4% 3,885,702 $4.3M
Grace & White Inc. 0.56% Add +0.5% 2,661,955 $3.0M
Tieton Capital Management, LLC 1.35% Add +2.5% 2,186,931 $2.4M
Renaissance Technologies 0.00% Reduce -1.0% 1,341,035 $1.5M
Vanguard Group Inc. 0.00% No change 1,276,456 $1.4M
Acuitas Investments, LLC 0.68% No change 1,140,133 $1.3M
US Bancorp \de 0.00% Add +1.4% 970,524 $1.1M
Penbrook Management LLC 0.27% Reduce -3.4% 391,497 $435K
Geode Capital Management, LLC 0.00% Add +6.5% 286,311 $318K
BlackRock Inc. 0.00% Reduce -15.1% 274,531 $305K
Connors Investor Services Inc. 0.02% Reduce -1.6% 141,000 $157K
State Street Corp. 0.00% No change 85,608 $95K
Great Valley Advisor Group, Inc. 0.00% Add +6.7% 58,860 $65K
Northern Trust Corp. 0.00% Reduce -0.2% 55,794 $62K
Susquehanna International Group, LLP 0.00% Reduce -22.6% 51,556 $57K
Citadel Advisors 0.00% Reduce -58.0% 38,135 $42K
Morgan Stanley 0.00% Add +508.2% 28,494 $32K
Bank of America Corp. 0.00% New 20,251 $22K
Beacon Pointe Advisors, LLC 0.00% Reduce -22.8% 20,000 $22K
Landscape Capital Management, L.L.C. 0.00% Reduce -68.0% 17,999 $20K
Charles Schwab Investment Management Inc. 0.00% No change 16,987 $19K
Wedbush Securities Inc. 0.00% Reduce -25.0% 15,000 $17K
Register Financial Advisors LLC 0.01% No change 15,000 $17K
Smith Anglin Financial, LLC 0.00% No change 15,000 $17K
Kestra Private Wealth Services, LLC 0.00% No change 15,000 $17K
Raymond James Financial Services Advisors, Inc. 0.00% No change 14,800 $16K
LPL Financial LLC 0.00% Reduce -10.7% 12,568 $14K
Picton Mahoney Asset Management 0.00% New 11,164 $13K
Jane Street Group, LLC 0.00% New 11,576 $13K
UBS Group AG 0.00% Reduce -15.9% 11,515 $13K
Millennium Management 0.00% Reduce -69.9% 10,537 $12K
IAG Wealth Partners, LLC 0.00% New 10,000 $11K
Tower Research Capital LLC (TRC) 0.00% Add +25.7% 7,828 $9K
Wells Fargo & Company 0.00% Add +733.8% 2,001 $2K
Osaic Holdings, Inc. 0.00% Reduce -11.2% 1,590 $2K
Harbour Investments, Inc. 0.00% No change 1,400 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 650 $722
Parallel Advisors, LLC 0.00% No change 526 $584
Allworth Financial LP 0.00% No change 500 $515
EverSource Wealth Advisors, LLC 0.00% No change 100 $108
JPMorgan Chase & Co. 0.00% Add +1.4% 72 $80
IFP Advisors, Inc 0.00% Reduce -14.3% 30 $34
Qube Research & Technologies Ltd 0.00% No change 1 $1
Royal Bank of Canada 0.00% Add +561.7% 311 $0

"% of holder's portfolio" is OESX's weight in each manager's 13F, not the share of Orion Energy Systems Inc. the manager owns.