Orion Energy SystemsOESX
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 40 institutions reported holding Orion Energy Systems Inc. (OESX) in their 13F filings, down 4 from Q2 2024. 3 opened new positions and 7 sold out. The largest holders were North Star Investment Management Corp. ($3.4M), Grace & White Inc. ($2.3M) and Tieton Capital Management, LLC ($1.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Orion Energy Systems Inc.
- CUSIP
- 686275108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $247K |
| Exits | 7 | $123K |
All 13F filers, Q2 2024 → Q3 2024: 393,923 shares bought and 255,668 shares sold, net +138,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| North Star Investment Management Corp. | 0.23% | Add +1.2% | 3,933,002 | $3.4M |
| Grace & White Inc. | 0.42% | Add +1.3% | 2,695,406 | $2.3M |
| Tieton Capital Management, LLC | 0.94% | Reduce -3.1% | 2,120,080 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -0.8% | 1,330,461 | $1.1M |
| Vanguard Group Inc. | 0.00% | No change | 1,276,456 | $1.1M |
| Acuitas Investments, LLC | 0.44% | No change | 1,140,133 | $977K |
| US Bancorp \de | 0.00% | No change | 970,524 | $832K |
| Penbrook Management LLC | 0.22% | Reduce -1.3% | 386,497 | $331K |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 312,127 | $268K |
| BlackRock, Inc. | 0.00% | — | 245,739 | $211K |
| Annandale Capital, LLC | 0.03% | New | 173,339 | $149K |
| Connors Investor Services Inc. | 0.01% | No change | 141,000 | $121K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100,000 | $86K |
| State Street Corp. | 0.00% | No change | 85,608 | $73K |
| Northern Trust Corp. | 0.00% | No change | 55,794 | $48K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.3% | 43,138 | $37K |
| Morgan Stanley | 0.00% | No change | 28,494 | $24K |
| Bank of America Corp. | 0.00% | Add +0.1% | 20,268 | $17K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 20,000 | $17K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,987 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 15,000 | $13K |
| Smith Anglin Financial, LLC | 0.00% | No change | 15,000 | $13K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 15,000 | $13K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 14,800 | $13K |
| Firsthand Capital Management, Inc. | 0.02% | New | 14,000 | $12K |
| LPL Financial LLC | 0.00% | No change | 12,568 | $11K |
| Wedbush Securities Inc. | 0.00% | Reduce -33.3% | 10,000 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 10,000 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.7% | 3,780 | $3K |
| UBS Group AG | 0.00% | Reduce -71.4% | 3,289 | $3K |
| Wells Fargo & Company | 0.00% | No change | 2,001 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,590 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 1,400 | $1K |
| Citadel Advisors | 0.00% | Reduce -97.3% | 1,036 | $888 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $557 |
| Parallel Advisors, LLC | 0.00% | No change | 526 | $451 |
| Allworth Financial LP | 0.00% | No change | 500 | $429 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $86 |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 68 | $58 |
| IFP Advisors, Inc | 0.00% | No change | 30 | $25 |
"% of holder's portfolio" is OESX's weight in each manager's 13F, not the share of Orion Energy Systems Inc. the manager owns.