Stereotaxis Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DAFNA CAPITAL MANAGEMENT LLC | 02/17/2026 | 13.68 M | $31.47 M | 0.00% | 14.87% |
| LAGODA INVESTMENT MANAGEMENT, L.P. | 02/17/2026 | 4.86 M | $11.18 M | 3.27% | 5.28% |
| BLACKROCK, INC. | 02/12/2026 | 4.02 M | $9.26 M | 1.22% | 4.37% |
| VANGUARD GROUP INC | 01/29/2026 | 3.69 M | $8.49 M | 7.31% | 4.01% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 02/12/2026 | 2.88 M | $6.63 M | 1.05% | 3.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.57 M | $3.60 M | 3.68% | 1.70% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 02/13/2026 | 1.56 M | $3.59 M | -2.26% | 1.70% |
| ARCHON CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.23 M | $2.82 M | 0.00% | 1.33% |
| WARBERG ASSET MANAGEMENT LLC | 02/13/2026 | 1.11 M | $2.55 M | 5.50% | 1.20% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/06/2026 | 901.25 K | $2.07 M | 0.00% | 0.98% |
| STATE STREET CORP | 02/13/2026 | 891.89 K | $2.05 M | 11.43% | 0.97% |
| ALPHACENTRIC ADVISORS LLC | 02/12/2026 | 600.00 K | $1.38 M | 100.00% | 0.65% |
| LEGATO CAPITAL MANAGEMENT LLC | 02/06/2026 | 504.51 K | $1.16 M | 9.60% | 0.55% |
| NORTHERN TRUST CORP | 02/17/2026 | 473.46 K | $1.09 M | -6.76% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 448.40 K | $1.03 M | 17.88% | 0.49% |
| SEI INVESTMENTS CO | 02/13/2026 | 248.44 K | $571.41 K | 100.00% | 0.27% |
| UBS GROUP AG | 01/29/2026 | 225.61 K | $518.90 K | 168.94% | 0.25% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 221.48 K | $509.39 K | 56.63% | 0.24% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 206.54 K | $475.03 K | 6.94% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 203.83 K | $468.82 K | -2.11% | 0.22% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 198.39 K | $456.29 K | 4.01% | 0.22% |
| MORGAN STANLEY | 02/13/2026 | 191.85 K | $441.25 K | 62.96% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 190.39 K | $437.89 K | 0.00% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 165.68 K | $381.07 K | 24.88% | 0.18% |
| ROYAL BANK OF CANADA | 02/17/2026 | 158.85 K | $366.00 K | -38.70% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 150.25 K | $345.57 K | 4.93% | 0.16% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 139.72 K | $321.35 K | 1.35% | 0.15% |
| RHUMBLINE ADVISERS | 02/13/2026 | 133.72 K | $307.54 K | -5.05% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 95.22 K | $220.00 K | 12.04% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 90.63 K | $208.45 K | 43.59% | 0.10% |
| LPL FINANCIAL LLC | 02/11/2026 | 87.36 K | $200.93 K | -15.04% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 78.86 K | $181.37 K | -17.58% | 0.09% |
| 02/06/2026 | 74.99 K | $172.11 K | 0.00% | 0.08% | |
| NUVEEN, LLC | 02/12/2026 | 73.99 K | $170.18 K | 0.00% | 0.08% |
| WEALTH EFFECTS LLC | 01/26/2026 | 69.06 K | $158.84 K | -7.99% | 0.08% |
| HSBC HOLDINGS PLC | 03/20/2026 | 68.61 K | $156.42 K | 0.00% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 67.73 K | $155.78 K | -81.28% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 66.45 K | $152.84 K | 73.36% | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 65.02 K | $149.54 K | 6.56% | 0.07% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 01/15/2026 | 57.57 K | $132.40 K | 5.31% | 0.06% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 52.18 K | $120.01 K | -44.93% | 0.06% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 51.58 K | $118.64 K | 10.61% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 48.18 K | $110.82 K | -72.86% | 0.05% |
| WELLINGTON SHIELDS & CO., LLC | 02/09/2026 | 42.53 K | $97.81 K | -1.08% | 0.05% |
| FMR LLC | 02/17/2026 | 41.15 K | $94.64 K | 87.43% | 0.04% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 02/17/2026 | 40.20 K | $92.47 K | -1.61% | 0.04% |
| MARSHALL WACE, LLP | 02/13/2026 | 37.90 K | $87.17 K | -69.88% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 36.70 K | $84.41 K | 100.00% | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 34.49 K | $79.33 K | -5.41% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 29.70 K | $68.31 K | 47.03% | 0.03% |
Stereotaxis Inc institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Stereotaxis Inc. The most heavily invested institutionals were:
Bank Julius Baer & Co. Ltd, Zurich: 540,529
Sequoia Financial Advisors, LLC: 380,652
UBS Group AG: 237,278
Bank of New York Mellon Corp: 195,976
ENVESTNET ASSET MANAGEMENT INC: 135,772
Nuveen, LLC: 73,990
46.40% of Stereotaxis Inc stock is owned by institutional investors.
Institutional investors have bought a total of 48.60 M shares in the last 24 months. This purchase volume represents approximately $100.60 M in transactions.