SEMLER SCIENTIFIC INC (SMLR)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
108
Reporting holders
$181.8M
Reported value
6.1%
Calls
3.9%
Puts
-23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $17.9M | 1,168,043 | 0.00% | 18q | -4.9%-$912.3K |
| Interchange Capital Partners, LLC | $16.8M | 1,099,922 | 3.12% | 4q | -13.3%-$2.6M |
| BlackRock, Inc. | $14.0M | 918,109 | 0.00% | 6q | +6.7%+$878.7K |
| Weiss Asset Management LP | $12.2M | 801,086 | 0.16% | 2q | +286.3%+$9.1M |
| VANGUARD GROUP INC | $10.9M | 714,519 | 0.00% | 17q | +2.0%+$214.3K |
| LMR Partners LLP | $9.0M | 588,276 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.9M | 121,772 | 0.00% | 5q | -50.6%-$9.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.5M | 487,674 | 0.00% | 17q | +23.1%+$1.4M |
| Schonfeld Strategic Advisors LLC | $6.9M | 448,410 | 0.03% | 2q | +948.7%+$6.2M |
| NORGES BANK | $6.8M | 445,000 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $6.4M | 145,208 | 0.00% | 6q | -64.0%-$11.4M |
| Capital International Investors | $5.9M | 385,239 | 0.00% | 5q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 322,706 | 0.00% | 17q | +7.5%+$343.2K |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 243,059 | 0.00% | 5q | -4.3%-$166.9K |
| STATE STREET CORP | $3.5M | 231,922 | 0.00% | 17q | +7.6%+$251.7K |
| METEORA CAPITAL, LLC | $3.4M | 219,813 | 0.28% | new | NEW |
| GROUP ONE TRADING LLC | $2.6M | 10,444 | 0.00% | 5q | -65.3%-$4.8M |
| Massar Capital Management, LP | $2.3M | 150,000 | 0.25% | 2q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $2.1M | 138,332 | 0.02% | 4q | +303.7%+$1.6M |
| WELLS FARGO & COMPANY/MN | $2.1M | 134,815 | 0.00% | 17q | -9.5%-$217.3K |
| MILLENNIUM MANAGEMENT LLC | $2.0M | 132,214 | 0.00% | 4q | +102.3%+$1.0M |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.6M | 105,125 | 0.02% | new | NEW |
| Generali Asset Management SPA SGR | $1.5M | 100,000 | 0.03% | 3q | HELD |
| NORTHERN TRUST CORP | $1.5M | 99,178 | 0.00% | 18q | -3.5%-$54.7K |
| JANE STREET GROUP, LLC | $1.5M | 23,021 | 0.00% | 7q | -79.7%-$5.8M |
| ALPINE ASSOCIATES MANAGEMENT INC. | $1.5M | 95,600 | 0.10% | 2q | HELD |
| Graham Capital Management, L.P. | $1.3M | options only | 0.03% | 2q | OPTIONS |
| BARCLAYS PLC | $1.3M | 82,363 | 0.00% | 14q | +7.4%+$87.0K |
| IMC-Chicago, LLC | $1.2M | options only | 0.00% | new | OPTIONS |
| MARSHALL WACE, LLP | $1.2M | 77,448 | 0.00% | 2q | +403.8%+$949.1K |
| Alberta Investment Management Corp | $1.2M | 75,807 | 0.01% | new | NEW |
| SIMPLEX TRADING, LLC | $1.1M | 20,575 | 0.00% | 5q | -45.1%-$945.9K |
| ROYAL BANK OF CANADA | $1.1M | 69,422 | 0.00% | 11q | -20.5%-$274.3K |
| UBS Group AG | $1.0M | 65,576 | 0.00% | 15q | -26.5%-$361.1K |
| DIMENSIONAL FUND ADVISORS LP | $963.5K | 63,016 | 0.00% | 17q | HELD |
| AMERIPRISE FINANCIAL INC | $956.6K | 62,565 | 0.00% | 4q | +46.4%+$303.4K |
| Truvestments Capital LLC | $837.2K | 54,753 | 0.15% | 8q | +31.3%+$199.5K |
| Stonepine Capital Management, LLC | $764.5K | 50,000 | 0.56% | new | NEW |
| SUSQUEHANNA ADVISORS GROUP, INC. | $730.8K | 47,797 | 0.01% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $697.4K | 45,610 | 0.00% | 6q | +49.1%+$229.7K |
| STIFEL FINANCIAL CORP | $693.8K | 45,376 | 0.00% | 7q | -11.7%-$91.9K |
| Accuvest Global Advisors | $643.0K | 42,021 | 0.47% | 3q | +0.9%+$6.0K |
| MIZUHO MARKETS AMERICAS LLC | $535.8K | 35,045 | 0.01% | 4q | +17.1%+$78.2K |
| Nuveen, LLC | $482.2K | 31,534 | 0.00% | 4q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $473.2K | 30,948 | 0.00% | 4q | HELD |
| Bank of New York Mellon Corp | $415.5K | 27,173 | 0.00% | 11q | -14.3%-$69.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $410.5K | 26,850 | 0.01% | 2q | +99.6%+$204.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $390.2K | 25,517 | 0.01% | 4q | +25.7%+$79.7K |
| Cetera Investment Advisers | $380.9K | 24,912 | 0.00% | 5q | -2.1%-$8.0K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | $358.4K | 23,437 | 0.09% | new | NEW |
| X-Square Capital, LLC | $340.0K | 22,210 | 0.11% | 5q | HELD |
| Invesco Ltd. | $329.6K | 21,554 | 0.00% | 5q | +27.3%+$70.7K |
| State of Alaska, Department of Revenue | $287.0K | 18,817 | 0.00% | new | NEW |
| NOMURA HOLDINGS INC | $285.7K | 18,685 | 0.00% | 4q | -20.8%-$75.0K |
| LPL Financial LLC | $282.2K | 18,454 | 0.00% | 9q | -75.0%-$845.1K |
| OSAIC HOLDINGS, INC. | $271.9K | 17,786 | 0.00% | 18q | -8.3%-$24.6K |
| Vontobel Holding Ltd. | $241.6K | 15,804 | 0.00% | 2q | +11.3%+$24.6K |
| RHUMBLINE ADVISERS | $228.4K | 14,939 | 0.00% | 11q | -0.5%-$1.3K |
| BANK OF AMERICA CORP /DE/ | $226.1K | 14,789 | 0.00% | 17q | -33.5%-$113.9K |
| Engineers Gate Manager LP | $214.5K | 14,030 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $213.0K | 13,930 | 0.00% | 3q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $198.8K | 13,000 | 0.00% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $182.4K | 11,930 | 0.00% | 5q | -95.7%-$4.1M |
| Kestra Advisory Services, LLC | $179.7K | 11,755 | 0.00% | 5q | -6.3%-$12.1K |
| Sepio Capital, LP | $178.8K | 11,694 | 0.01% | new | NEW |
| Aristides Capital LLC | $175.8K | 11,500 | 0.03% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $173.4K | 11,339 | 0.00% | 5q | -2.2%-$4.0K |
| Shay Capital LLC | $161.4K | 10,558 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $152.1K | 9,950 | 0.01% | 3q | -21.7%-$42.0K |
| JPMORGAN CHASE & CO | $148.1K | 9,686 | 0.00% | 12q | -2.0%-$3.0K |
| DEUTSCHE BANK AG\ | $137.8K | 9,015 | 0.00% | 10q | +102.5%+$69.8K |
| MetLife Investment Management, LLC | $112.7K | 7,371 | 0.00% | 5q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $94.2K | 6,160 | 0.00% | 7q | +10.3%+$8.8K |
| NATIXIS | $76.8K | 5,023 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $48.5K | 3,171 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $40.4K | 2,639 | 0.00% | 14q | HELD |
| AlphaQuest LLC | $31.3K | 2,045 | 0.00% | 7q | -40.2%-$21.0K |
| TOBAM | $31.0K | 2,041 | 0.01% | 2q | -91.5%-$331.7K |
| Optiver Holding B.V. | $29.2K | 1,913 | 0.00% | 2q | -25.3%-$9.9K |
| JONES FINANCIAL COMPANIES LLLP | $25.7K | 1,680 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $24.2K | 780 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $22.9K | 1,497 | 0.00% | 15q | -14.6%-$3.9K |
| CITIGROUP INC | $22.3K | 1,456 | 0.00% | 11q | +27.5%+$4.8K |
| Legal & General Group Plc | $16.9K | 1,107 | 0.00% | 11q | HELD |
| Tower Research Capital LLC (TRC) | $16.2K | 1,057 | 0.00% | 14q | +218.4%+$11.1K |
| Ameritas Investment Partners, Inc. | $15.4K | 1,005 | 0.00% | 11q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.4K | 812 | 0.00% | 11q | +55.3%+$4.4K |
| Sterling Capital Management LLC | $10.8K | 706 | 0.00% | 6q | +1.1% |
| Pinnacle Wealth Planning Services, Inc. | $9.3K | 608 | 0.00% | new | NEW |
| FMR LLC | $6.8K | 445 | 0.00% | 18q | -20.5%-$1.8K |
| AMALGAMATED BANK | $6.0K | 415 | 0.00% | 11q | +78.9%+$2.6K |
| Hurley Capital, LLC | $3.8K | 248 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $3.4K | 225 | 0.00% | 2q | -65.4%-$6.5K |
| SIGNATUREFD, LLC | $3.1K | 200 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $1.6K | 106 | 0.00% | 5q | -90.6%-$15.6K |
| Steward Partners Investment Advisory, LLC | $1.1K | 75 | 0.00% | 4q | -97.0%-$36.9K |
| Motiv8 Investments LLC | $1.0K | 45 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $963 | 63 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $688 | 45 | 0.00% | new | NEW |
| GAMMA Investing LLC | $673 | 44 | 0.00% | 5q | +158.8% |
Showing the largest 100 of 108 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 108 | $181.8M | 10,701,835 | 22 | 31 | 34 | 10.0% |
| Q3 2025 | 131 | $356.2M | 9,900,387 | 41 | 48 | 28 | 16.7% |
| Q2 2025 | 131 | $470.9M | 9,490,706 | 29 | 59 | 25 | 21.9% |
| Q1 2025 | 127 | $258.2M | 6,620,046 | 35 | 50 | 23 | 7.2% |
| Q4 2024 | 112 | $289.1M | 5,104,240 | 46 | 28 | 23 | 4.6% |
| Q3 2024 | 83 | $88.3M | 3,712,520 | 13 | 24 | 25 | 0.0% |
| Q2 2024 | 91 | $106.9M | 3,106,737 | 25 | 31 | 21 | 0.0% |
| Q1 2024 | 99 | $104.2M | 3,566,323 | 15 | 33 | 37 | 0.0% |
| Q4 2023 | 102 | $156.2M | 3,526,700 | 22 | 32 | 31 | 0.0% |
| Q3 2023 | 83 | $86.7M | 3,418,422 | 10 | 25 | 23 | 0.0% |
| Q2 2023 | 82 | $104.9M | 3,996,869 | 26 | 32 | 14 | 0.0% |
| Q1 2023 | 75 | $89.3M | 3,337,118 | 17 | 26 | 15 | 0.0% |
| Q4 2022 | 71 | $112.8M | 3,410,905 | 11 | 36 | 15 | 0.0% |
| Q3 2022 | 69 | $122.7M | 3,258,565 | 18 | 18 | 18 | 0.0% |
| Q2 2022 | 61 | $73.1M | 2,592,670 | 11 | 23 | 17 | 0.0% |
| Q1 2022 | 74 | $139.1M | 2,804,989 | 25 | 27 | 11 | 0.0% |
| Q4 2021 | 69 | $276.4M | 3,016,254 | 25 | 21 | 14 | 0.0% |
| Q3 2021 | 49 | $301.3M | 2,408,064 | 44 | 1 | 2 | 0.0% |
| Q2 2021 | 5 | $75.5M | 674,938 | 0 | 0 | 3 | 0.0% |
| Q1 2021 | 6 | $74.0M | 688,701 | 1 | 2 | 1 | 0.0% |
| Q4 2020 | 6 | $70.5M | 750,484 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 6 | $43.3M | 811,759 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 6 | $32.7M | 711,086 | 1 | 1 | 4 | 0.0% |
| Q1 2020 | 6 | $32.2M | 807,757 | 1 | 2 | 2 | 0.0% |
| Q4 2019 | 5 | $40.1M | 835,107 | 0 | 0 | 3 | 0.0% |
| Q3 2019 | 5 | $36.1M | 858,477 | 1 | 2 | 1 | 0.0% |
| Q2 2019 | 5 | $32.3M | 740,137 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 5 | $33.0M | 771,444 | 0 | 2 | 1 | 0.0% |
| Q4 2018 | 5 | $26.7M | 776,116 | 0 | 0 | 0 | 0.0% |