Stereotaxis Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DAFNA CAPITAL MANAGEMENT LLC | 05/15/2026 | 13.68 M | $25.17 M | 0.00% | 15.04% |
| LAGODA INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 4.35 M | $8.00 M | -10.51% | 4.78% |
| BLACKROCK, INC. | 05/13/2026 | 3.96 M | $7.28 M | -1.70% | 4.35% |
| 05/15/2026 | 3.00 M | $5.52 M | 100.00% | 3.30% | |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/12/2026 | 2.88 M | $5.31 M | 0.00% | 3.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.68 M | $3.08 M | 7.04% | 1.84% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 05/11/2026 | 1.59 M | $2.93 M | 1.80% | 1.75% |
| ARCHON CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.23 M | $2.26 M | 0.00% | 1.35% |
| WARBERG ASSET MANAGEMENT LLC | 05/07/2026 | 1.09 M | $2.01 M | -1.22% | 1.20% |
| STATE STREET CORP | 05/15/2026 | 957.77 K | $1.76 M | 7.39% | 1.05% |
| ALPHACENTRIC ADVISORS LLC | 05/07/2026 | 600.00 K | $1.10 M | 0.00% | 0.66% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 05/05/2026 | 540.53 K | $994.57 K | 100.00% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 529.87 K | $974.96 K | 100.00% | 0.58% |
| SEI INVESTMENTS CO | 05/13/2026 | 518.88 K | $954.75 K | 108.86% | 0.57% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 497.52 K | $915.44 K | -1.38% | 0.55% |
| NORTHERN TRUST CORP | 05/14/2026 | 496.93 K | $914.34 K | 4.96% | 0.55% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 380.65 K | $700.40 K | 100.00% | 0.42% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 372.60 K | $685.58 K | -16.90% | 0.41% |
| 05/08/2026 | 368.63 K | $678.28 K | 100.00% | 0.41% | |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 269.05 K | $495.04 K | 30.27% | 0.30% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2026 | 237.50 K | $436.99 K | -73.65% | 0.26% |
| UBS GROUP AG | 05/05/2026 | 237.28 K | $436.59 K | 5.17% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 221.48 K | $407.51 K | 0.00% | 0.24% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 221.02 K | $406.68 K | 100.00% | 0.24% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 200.99 K | $369.81 K | 1.31% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 195.98 K | $360.60 K | -3.85% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 172.75 K | $317.85 K | -9.27% | 0.19% |
| ROYAL BANK OF CANADA | 05/15/2026 | 161.18 K | $297.00 K | 1.47% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 135.77 K | $249.82 K | -18.05% | 0.15% |
| RHUMBLINE ADVISERS | 05/12/2026 | 132.35 K | $243.52 K | -1.02% | 0.15% |
| MORGAN STANLEY | 05/15/2026 | 130.80 K | $240.68 K | -31.82% | 0.14% |
| GMT CAPITAL CORP | 05/15/2026 | 126.58 K | $232.91 K | 100.00% | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 116.92 K | $216.00 K | 22.79% | 0.13% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 108.90 K | $201.47 K | -22.05% | 0.12% |
| 04/27/2026 | 74.99 K | $137.99 K | 0.00% | 0.08% | |
| NUVEEN, LLC | 04/30/2026 | 73.99 K | $136.14 K | 0.00% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 68.62 K | $126.25 K | 100.00% | 0.08% |
| HSBC HOLDINGS PLC | 04/30/2026 | 68.61 K | $124.86 K | 0.00% | 0.08% |
| WEALTH EFFECTS LLC | 04/21/2026 | 68.50 K | $126.04 K | -0.81% | 0.08% |
| BARCLAYS PLC | 05/15/2026 | 67.83 K | $124.80 K | -54.86% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 65.27 K | $120.10 K | 89.25% | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | 04/24/2026 | 64.02 K | $117.79 K | -1.54% | 0.07% |
| 05/06/2026 | 64.02 K | $117.79 K | 100.00% | 0.07% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 50.38 K | $92.71 K | -36.11% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 49.75 K | $91.53 K | -45.11% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 44.58 K | $82.02 K | 100.00% | 0.05% |
| WELLINGTON SHIELDS & CO., LLC | 05/04/2026 | 40.08 K | $73.75 K | -5.76% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 39.20 K | $72.13 K | 6.81% | 0.04% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 04/30/2026 | 36.22 K | $66.64 K | -37.09% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 34.39 K | $63.28 K | 100.00% | 0.04% |
Stereotaxis Inc institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of Stereotaxis Inc. The most heavily invested institutionals were:
DAFNA Capital Management LLC: 13.68 M
Lagoda Investment Management, L.P.: 4.35 M
BlackRock, Inc.: 3.96 M
Arbiter Partners Capital Management LLC: 2.88 M
GEODE CAPITAL MANAGEMENT, LLC: 1.68 M
ESSEX INVESTMENT MANAGEMENT CO LLC: 1.59 M
47.20% of Stereotaxis Inc stock is owned by institutional investors.
Institutional investors have bought a total of 47.94 M shares in the last 24 months. This purchase volume represents approximately $99.23 M in transactions.