IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Orion Energy Systems Inc (OESXUSD)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Annandale Capital, LLC
DECREASED
Shares17,333 from 173,339
Change-156,006 (-90%)
Value$1.5K (+$1.4K)
Filed 2025-11-13
Osaic Holdings, Inc.
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$701 (-$13)
Filed 2025-11-14
IFP Advisors, Inc
INCREASED
Shares55 from 30
Change+25 (+83%)
Value$33 (+$15)
Filed 2026-02-06
North Star Investment Management Corp.
CLOSED
Shares0 from 3,658,553
Change-3,658,553 (-100%)
Value$0 (-$2.2M)
Filed 2025-10-22
Grace & White Inc
CLOSED
Shares0 from 2,884,085
Change-2,884,085 (-100%)
Value$0 (-$1.7M)
Filed 2025-10-23
Tieton Capital Management, LLC
CLOSED
Shares0 from 2,492,553
Change-2,492,553 (-100%)
Value$0 (-$1.5K)
Filed 2025-11-12
Vanguard Group Inc
CLOSED
Shares0 from 1,291,090
Change-1,291,090 (-100%)
Value$0 (-$787.6K)
Filed 2025-11-07
Renaissance Technologies LLC
CLOSED
Shares0 from 1,261,643
Change-1,261,643 (-100%)
Value$0 (-$757.1K)
Filed 2025-11-13
US Bancorp \de\
CLOSED
Shares0 from 899,007
Change-899,007 (-100%)
Value$0 (-$539.5K)
Filed 2025-11-12
Geode Capital Management, LLC
CLOSED
Shares0 from 374,290
Change-374,290 (-100%)
Value$0 (-$228.4K)
Filed 2025-11-12
BlackRock, Inc.
CLOSED
Shares0 from 245,739
Change-245,739 (-100%)
Value$0 (-$147.5K)
Filed 2025-11-12
Penbrook Management LLC
CLOSED
Shares0 from 179,925
Change-179,925 (-100%)
Value$0 (-$108.0K)
Filed 2025-10-22
Citadel Advisors LLC
CLOSED
Shares0 from 142,982
Change-142,982 (-100%)
Value$0 (-$87.2K)
Filed 2025-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 126,545
Change-126,545 (-100%)
Value$0 (-$77.2K)
Filed 2025-11-14
Thompson Davis & Co., Inc.
CLOSED
Shares0 from 96,905
Change-96,905 (-100%)
Value$0 (-$58.2K)
Filed 2025-11-05
State Street Corp
CLOSED
Shares0 from 85,608
Change-85,608 (-100%)
Value$0 (-$52.2K)
Filed 2025-11-14
Northern Trust Corp
CLOSED
Shares0 from 55,794
Change-55,794 (-100%)
Value$0 (-$33.5K)
Filed 2025-11-14
Morgan Stanley
CLOSED
Shares0 from 45,439
Change-45,439 (-100%)
Value$0 (-$27.3K)
Filed 2026-05-27
Mariner, LLC
CLOSED
Shares0 from 43,527
Change-43,527 (-100%)
Value$0 (-$26.6K)
Filed 2025-11-14
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 31,590
Change-31,590 (-100%)
Value$0 (-$19.3K)
Filed 2025-11-14
Bank of America Corp
CLOSED
Shares0 from 20,330
Change-20,330 (-100%)
Value$0 (-$12.2K)
Filed 2026-02-03
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$12.0K)
Filed 2025-11-17
Raymond James Financial Inc
CLOSED
Shares0 from 15,137
Change-15,137 (-100%)
Value$0 (-$9.1K)
Filed 2025-11-14
Register Financial Advisors LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$9.0K)
Filed 2025-10-30
Firsthand Capital Management, Inc.
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$8.5K)
Filed 2025-11-14
IAG Wealth Partners, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$8.4K)
Filed 2025-11-12
XTX Topco Ltd
CLOSED
Shares0 from 13,397
Change-13,397 (-100%)
Value$0 (-$8.2K)
Filed 2025-11-14
LPL Financial LLC
CLOSED
Shares0 from 12,568
Change-12,568 (-100%)
Value$0 (-$7.5K)
Filed 2025-11-12
UBS Group AG
CLOSED
Shares0 from 12,139
Change-12,139 (-100%)
Value$0 (-$7.3K)
Filed 2025-11-13
Wells Fargo & Company
CLOSED
Shares0 from 2,001
Change-2,001 (-100%)
Value$0 (-$1.2K)
Filed 2025-11-13
Parallel Advisors, LLC
CLOSED
Shares0 from 719
Change-719 (-100%)
Value$0 (-$431)
Filed 2025-11-13
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$390)
Filed 2025-11-14
SBI Securities Co., Ltd.
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$351)
Filed 2025-11-05
Allworth Financial LP
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$305)
Filed 2025-12-02
Harbour Investments, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$240)
Filed 2025-11-12
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$61)
Filed 2025-11-10
Smith Anglin Financial, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Annandale Capital, LLC
DECREASED17,333173,339-156,006-90%$106$1.5K+$1.4K2025-11-13
Osaic Holdings, Inc.
UNCHANGED1,1901,19000%$714$701-$132025-11-14
IFP Advisors, Inc
INCREASED5530+25+83%$18$33+$152026-02-06
North Star Investment Management Corp.
CLOSED03,658,553-3,658,553-100%$2.2M$0-$2.2M2025-10-22
Grace & White Inc
CLOSED02,884,085-2,884,085-100%$1.7M$0-$1.7M2025-10-23
Tieton Capital Management, LLC
CLOSED02,492,553-2,492,553-100%$1.5K$0-$1.5K2025-11-12
Vanguard Group Inc
CLOSED01,291,090-1,291,090-100%$787.6K$0-$787.6K2025-11-07
Renaissance Technologies LLC
CLOSED01,261,643-1,261,643-100%$757.1K$0-$757.1K2025-11-13
US Bancorp \de\
CLOSED0899,007-899,007-100%$539.5K$0-$539.5K2025-11-12
Geode Capital Management, LLC
CLOSED0374,290-374,290-100%$228.4K$0-$228.4K2025-11-12
BlackRock, Inc.
CLOSED0245,739-245,739-100%$147.5K$0-$147.5K2025-11-12
Penbrook Management LLC
CLOSED0179,925-179,925-100%$108.0K$0-$108.0K2025-10-22
Citadel Advisors LLC
CLOSED0142,982-142,982-100%$87.2K$0-$87.2K2025-11-14
Susquehanna International Group, LLP
CLOSED0126,545-126,545-100%$77.2K$0-$77.2K2025-11-14
Thompson Davis & Co., Inc.
CLOSED096,905-96,905-100%$58.2K$0-$58.2K2025-11-05
State Street Corp
CLOSED085,608-85,608-100%$52.2K$0-$52.2K2025-11-14
Northern Trust Corp
CLOSED055,794-55,794-100%$33.5K$0-$33.5K2025-11-14
Morgan Stanley
CLOSED045,439-45,439-100%$27.3K$0-$27.3K2026-05-27
Mariner, LLC
CLOSED043,527-43,527-100%$26.6K$0-$26.6K2025-11-14
Beacon Pointe Advisors, LLC
CLOSED031,590-31,590-100%$19.3K$0-$19.3K2025-11-14
Bank of America Corp
CLOSED020,330-20,330-100%$12.2K$0-$12.2K2026-02-03
Kestra Private Wealth Services, LLC
CLOSED020,000-20,000-100%$12.0K$0-$12.0K2025-11-17
Raymond James Financial Inc
CLOSED015,137-15,137-100%$9.1K$0-$9.1K2025-11-14
Register Financial Advisors LLC
CLOSED015,000-15,000-100%$9.0K$0-$9.0K2025-10-30
Firsthand Capital Management, Inc.
CLOSED014,000-14,000-100%$8.5K$0-$8.5K2025-11-14
IAG Wealth Partners, LLC
CLOSED014,000-14,000-100%$8.4K$0-$8.4K2025-11-12
XTX Topco Ltd
CLOSED013,397-13,397-100%$8.2K$0-$8.2K2025-11-14
LPL Financial LLC
CLOSED012,568-12,568-100%$7.5K$0-$7.5K2025-11-12
UBS Group AG
CLOSED012,139-12,139-100%$7.3K$0-$7.3K2025-11-13
Wells Fargo & Company
CLOSED02,001-2,001-100%$1.2K$0-$1.2K2025-11-13
Parallel Advisors, LLC
CLOSED0719-719-100%$431$0-$4312025-11-13
Federation des caisses Desjardins du Quebec
CLOSED0650-650-100%$390$0-$3902025-11-14
SBI Securities Co., Ltd.
CLOSED0585-585-100%$351$0-$3512025-11-05
Allworth Financial LP
CLOSED0500-500-100%$305$0-$3052025-12-02
Harbour Investments, Inc.
CLOSED0400-400-100%$240$0-$2402025-11-12
EverSource Wealth Advisors, LLC
CLOSED0100-100-100%$61$0-$612025-11-10
Smith Anglin Financial, LLC
N/A—15,000-15,000-100%$9.0K———
Proequities, Inc.
N/A—00—$0———
Showing 38 of 38 institutions