Stereotaxis Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DAFNA CAPITAL MANAGEMENT LLC | 08/14/2026 | 13.68 M | $23.53 M | 0.00% | 13.68% |
| BLACKROCK, INC. | 08/07/2026 | 4.40 M | $7.56 M | 11.14% | 4.40% |
| LAGODA INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 4.12 M | $7.09 M | -5.24% | 4.12% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.04 M | $5.24 M | 1.56% | 3.04% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 09/15/2026 | 2.88 M | $4.96 M | 0.00% | 2.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.90 M | $3.26 M | 13.12% | 1.89% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 08/06/2026 | 1.52 M | $2.62 M | -4.28% | 1.52% |
| ARCHON CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.23 M | $2.11 M | 0.00% | 1.23% |
| WARBERG ASSET MANAGEMENT LLC | 08/11/2026 | 1.11 M | $1.91 M | 1.35% | 1.11% |
| STATE STREET CORP | 08/07/2026 | 916.78 K | $1.58 M | -4.28% | 0.92% |
| ALPHACENTRIC ADVISORS LLC | 07/24/2026 | 600.00 K | $1.03 M | 0.00% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 589.11 K | $1.01 M | 11.18% | 0.59% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 08/10/2026 | 540.53 K | $929.71 K | 0.00% | 0.54% |
| NORTHERN TRUST CORP | 08/13/2026 | 529.70 K | $911.08 K | 6.59% | 0.53% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 512.91 K | $882.20 K | 3.09% | 0.51% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 463.58 K | $797.36 K | 25.76% | 0.46% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 381.36 K | $655.93 K | 0.18% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 332.11 K | $571.23 K | 153.90% | 0.33% |
| UBS GROUP AG | 08/13/2026 | 251.33 K | $432.29 K | 5.92% | 0.25% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 237.50 K | $408.49 K | 0.00% | 0.24% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 234.97 K | $404.15 K | -12.67% | 0.23% |
| SEI INVESTMENTS CO | 08/14/2026 | 234.61 K | $403.53 K | -54.79% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 211.64 K | $364.02 K | 7.99% | 0.21% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 208.49 K | $358.59 K | 3.73% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 196.62 K | $338.19 K | 201.24% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 183.09 K | $314.91 K | 100.00% | 0.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 173.78 K | $298.89 K | -21.54% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 165.36 K | $284.00 K | 2.59% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 144.17 K | $247.97 K | -16.55% | 0.14% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 144.17 K | $247.97 K | 100.00% | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 140.70 K | $243.00 K | 20.34% | 0.14% |
| RHUMBLINE ADVISERS | 08/12/2026 | 130.04 K | $223.67 K | -1.75% | 0.13% |
| GMT CAPITAL CORP | 08/14/2026 | 126.58 K | $217.72 K | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 117.32 K | $201.79 K | 135.83% | 0.12% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 101.11 K | $178.97 K | -7.15% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 91.58 K | $157.51 K | -32.55% | 0.09% |
| LEONTEQ SECURITIES AG | 07/27/2026 | 74.99 K | $128.99 K | 0.00% | 0.08% |
| NUVEEN, LLC | 08/11/2026 | 73.99 K | $127.26 K | 0.00% | 0.07% |
| TCFG INVESTMENT ADVISORS, LLC | 07/17/2026 | 69.02 K | $118.71 K | 7.81% | 0.07% |
| HSBC HOLDINGS PLC | 08/14/2026 | 68.61 K | $116.63 K | 0.00% | 0.07% |
| WEALTH EFFECTS LLC | 08/06/2026 | 68.50 K | $117.82 K | 0.00% | 0.07% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 67.54 K | $116.16 K | 6,547.34% | 0.07% |
| BARCLAYS PLC | 08/14/2026 | 66.94 K | $115.14 K | -1.31% | 0.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 62.19 K | $106.97 K | 174.85% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 50.56 K | $86.96 K | 0.35% | 0.05% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 07/30/2026 | 42.60 K | $73.28 K | 17.63% | 0.04% |
| WELLINGTON SHIELDS & CO., LLC | 08/10/2026 | 40.08 K | $68.94 K | 0.00% | 0.04% |
| INVESCO LTD. | 08/14/2026 | 38.57 K | $66.34 K | 46.00% | 0.04% |
| VERITION FUND MANAGEMENT LLC | 08/14/2026 | 35.00 K | $60.20 K | 59.09% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 34.39 K | $59.15 K | 0.00% | 0.03% |
Stereotaxis Inc institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of Stereotaxis Inc. The most heavily invested institutionals were:
DAFNA Capital Management LLC: 13.68 M
BlackRock, Inc.: 4.4 M
Lagoda Investment Management, L.P.: 4.12 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.04 M
Arbiter Partners Capital Management LLC: 2.88 M
GEODE CAPITAL MANAGEMENT, LLC: 1.9 M
43.20% of Stereotaxis Inc stock is owned by institutional investors.
Institutional investors have bought a total of 51.84 M shares in the last 24 months. This purchase volume represents approximately $107.30 M in transactions.