Orion Energy SystemsOESX

13F holders, Q4 2024 (December 31)
41holders +1
2new positions
2sold out
2famous investors
$0.80avg. 13F price*

At the end of Q4 2024, 41 institutions reported holding Orion Energy Systems Inc. (OESX) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were North Star Investment Management Corp. ($3.0M), Grace & White Inc. ($2.2M) and Tieton Capital Management, LLC ($2.1M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$35K
Exits2$95K

All 13F filers, Q3 2024 → Q4 2024: 737,590 shares bought and 803,326 shares sold, net −65,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

North Star Investment Management Corp. 0.21% Reduce -5.6% 3,711,053 $3.0M
Grace & White Inc. 0.42% Add +1.9% 2,745,544 $2.2M
Tieton Capital Management, LLC 0.86% Add +25.6% 2,661,853 $2.1M
Renaissance Technologies 0.00% Reduce -3.7% 1,280,667 $1.0M
Vanguard Group Inc. 0.00% No change 1,276,456 $1.0M
Acuitas Investments, LLC 0.67% Reduce -10.8% 1,016,980 $814K
US Bancorp \de 0.00% Reduce -21.6% 760,466 $608K
Penbrook Management LLC 0.19% Reduce -11.8% 340,847 $273K
Geode Capital Management, LLC 0.00% No change 312,127 $250K
BlackRock, Inc. 0.00% No change 245,739 $197K
Annandale Capital, LLC 0.03% No change 173,339 $139K
Susquehanna International Group, LLP 0.00% Add +200.4% 129,609 $104K
Connors Investor Services Inc. 0.01% Reduce -27.1% 102,761 $82K
State Street Corp. 0.00% No change 85,608 $68K
Northern Trust Corp. 0.00% No change 55,794 $45K
Mariner, LLC 0.00% New 43,527 $35K
Morgan Stanley 0.00% No change 28,494 $23K
Beacon Pointe Advisors, LLC 0.00% Add +29.5% 25,908 $21K
Bank of America Corp. 0.00% No change 20,268 $16K
Kestra Private Wealth Services, LLC 0.00% Add +20.0% 18,000 $14K
Charles Schwab Investment Management Inc. 0.00% No change 16,987 $14K
Raymond James Financial Inc. 0.00% — 15,062 $12K
Register Financial Advisors LLC 0.01% No change 15,000 $12K
Smith Anglin Financial, LLC 0.00% No change 15,000 $12K
Firsthand Capital Management, Inc. 0.02% No change 14,000 $11K
LPL Financial LLC 0.00% No change 12,568 $10K
IAG Wealth Partners, LLC 0.00% Add +20.0% 12,000 $10K
Citadel Advisors 0.00% Add +431.7% 5,508 $4K
UBS Group AG 0.00% Reduce -15.4% 2,781 $2K
Wells Fargo & Company 0.00% No change 2,001 $2K
Osaic Holdings, Inc. 0.00% No change 1,590 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -78.7% 807 $645
Federation des caisses Desjardins du Quebec 0.00% No change 650 $520
SBI Securities Co., Ltd. 0.00% — 585 $468
Parallel Advisors, LLC 0.00% No change 526 $421
Allworth Financial LP 0.00% No change 500 $391
Harbour Investments, Inc. 0.00% Reduce -71.4% 400 $320
EverSource Wealth Advisors, LLC 0.00% No change 100 $80
JPMorgan Chase & Co. 0.00% Reduce -2.9% 66 $53
IFP Advisors, Inc 0.00% No change 30 $24
Simplex Trading, LLC 0.00% New 301 $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.