Orion Energy SystemsOESX
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 37 institutions reported holding Orion Energy Systems Inc. (OESX) in their 13F filings, down 4 from Q1 2025. 1 opened new positions and 5 sold out. The largest holders were North Star Investment Management Corp. ($2.2M), Grace & White Inc. ($1.7M) and Tieton Capital Management, LLC ($1.5M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 5 | $283K |
All 13F filers, Q1 2025 → Q2 2025: 301,432 shares bought and 698,352 shares sold, net −396,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| North Star Investment Management Corp. | 0.15% | Reduce -1.4% | 3,658,553 | $2.2M |
| Grace & White Inc. | 0.32% | Add +3.6% | 2,884,085 | $1.7M |
| Tieton Capital Management, LLC | 0.59% | Reduce -0.4% | 2,492,553 | $1.5M |
| Vanguard Group Inc. | 0.00% | No change | 1,291,090 | $788K |
| Renaissance Technologies | 0.00% | Add +0.3% | 1,261,643 | $757K |
| US Bancorp \de | 0.00% | Add +12.4% | 899,007 | $539K |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 374,290 | $228K |
| BlackRock, Inc. | 0.00% | No change | 245,739 | $147K |
| Penbrook Management LLC | 0.08% | Reduce -46.7% | 179,925 | $108K |
| Annandale Capital, LLC | 0.02% | No change | 173,339 | $106K |
| Citadel Advisors | 0.00% | Reduce -37.4% | 142,982 | $87K |
| Susquehanna International Group, LLP | 0.00% | Add +60.4% | 126,545 | $77K |
| Thompson Davis & Co., Inc. | 0.04% | Add +5.4% | 96,905 | $58K |
| State Street Corp. | 0.00% | No change | 85,608 | $52K |
| Northern Trust Corp. | 0.00% | No change | 55,794 | $33K |
| Morgan Stanley | 0.00% | Add +59.5% | 45,439 | $27K |
| Mariner, LLC | 0.00% | No change | 43,527 | $27K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 31,590 | $19K |
| Bank of America Corp. | 0.00% | Add +0.2% | 20,330 | $12K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +11.1% | 20,000 | $12K |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 15,137 | $9K |
| Register Financial Advisors LLC | 0.00% | No change | 15,000 | $9K |
| Smith Anglin Financial, LLC | 0.00% | No change | 15,000 | $9K |
| Firsthand Capital Management, Inc. | 0.02% | No change | 14,000 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Add +16.7% | 14,000 | $8K |
| XTX Topco Ltd | 0.00% | New | 13,397 | $8K |
| LPL Financial LLC | 0.00% | No change | 12,568 | $8K |
| UBS Group AG | 0.00% | Add +427.8% | 12,139 | $7K |
| Wells Fargo & Company | 0.00% | No change | 2,001 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,190 | $714 |
| Parallel Advisors, LLC | 0.00% | Add +36.7% | 719 | $431 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $390 |
| SBI Securities Co., Ltd. | 0.00% | No change | 585 | $351 |
| Allworth Financial LP | 0.00% | No change | 500 | $305 |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $240 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $61 |
| IFP Advisors, Inc | 0.00% | No change | 30 | $18 |
"% of holder's portfolio" is OESX's weight in each manager's 13F, not the share of Orion Energy Systems Inc. the manager owns.