STEREOTAXIS INC (STXS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
108
Reporting holders
$74.2M
Reported value
43.0%
Of shares outstanding
0.1%
Held as options
-7
Holder change
Institutions report 43,096,138 shares against 100,202,178 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DAFNA Capital Management LLC | $23.5M | 13,680,554 | 4.49% | 31q | HELD |
| BlackRock, Inc. | $7.6M | 4,396,835 | 0.00% | 8q | +11.1%+$757.8K |
| Lagoda Investment Management, L.P. | $7.1M | 4,122,600 | 3.90% | 28q | -5.2%-$391.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.2M | 3,044,820 | 0.00% | 2q | +1.6%+$80.5K |
| Arbiter Partners Capital Management LLC | $5.0M | 2,883,856 | 1.31% | 28q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 1,895,243 | 0.00% | 27q | +13.1%+$378.2K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $2.6M | 1,521,966 | 0.34% | 27q | -4.3%-$117.2K |
| Archon Capital Management LLC | $2.1M | 1,226,044 | 0.86% | 13q | HELD |
| Warberg Asset Management LLC | $1.9M | 1,108,889 | 0.35% | 10q | +1.3%+$25.4K |
| STATE STREET CORP | $1.6M | 916,780 | 0.00% | 25q | -4.3%-$70.5K |
| AlphaCentric Advisors LLC | $1.0M | 600,000 | 0.87% | 20q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.0M | 589,110 | 0.00% | 2q | +11.2%+$101.9K |
| Bank Julius Baer & Co. Ltd, Zurich | $929.7K | 540,530 | 0.00% | 2q | HELD |
| NORTHERN TRUST CORP | $911.1K | 529,695 | 0.00% | 27q | +6.6%+$56.4K |
| Legato Capital Management LLC | $882.2K | 512,907 | 0.07% | 15q | +3.1%+$26.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $797.4K | 463,580 | 0.00% | 2q | +25.8%+$163.3K |
| Sequoia Financial Advisors, LLC | $655.9K | 381,355 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $571.2K | 332,107 | 0.00% | 27q | +153.9%+$346.2K |
| UBS Group AG | $432.3K | 251,333 | 0.00% | 28q | +5.9%+$24.2K |
| Prescott Group Capital Management, L.L.C. | $408.5K | 237,495 | 0.04% | 17q | HELD |
| GOLDMAN SACHS GROUP INC | $404.2K | 234,971 | 0.00% | 10q | -12.7%-$58.6K |
| SEI INVESTMENTS CO | $403.5K | 234,612 | 0.00% | 3q | -54.8%-$488.9K |
| Bank of New York Mellon Corp | $364.0K | 211,641 | 0.00% | 27q | +8.0%+$26.9K |
| CITADEL ADVISORS LLC | $360.7K | 183,087 | 0.00% | 23q | HELD |
| Independent Advisor Alliance | $358.6K | 208,485 | 0.01% | 28q | +3.7%+$12.9K |
| AQR CAPITAL MANAGEMENT LLC | $338.2K | 196,622 | 0.00% | 6q | +201.2%+$225.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $298.9K | 173,775 | 0.01% | 16q | -21.5%-$82.0K |
| ROYAL BANK OF CANADA | $284.0K | 165,363 | 0.00% | 28q | +2.6%+$7.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $248.0K | 144,166 | 0.00% | 27q | -16.5%-$49.2K |
| Sixth Street Partners Management Company, L.P. | $248.0K | 144,166 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $223.7K | 130,042 | 0.00% | 13q | -1.7%-$4.0K |
| GMT Capital Corp | $217.7K | 126,581 | 0.01% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $201.8K | 117,318 | 0.00% | 11q | +135.8%+$116.2K |
| Kovack Advisors, Inc. | $179.0K | 101,113 | 0.01% | 19q | -7.2%-$13.8K |
| ENVESTNET ASSET MANAGEMENT INC | $157.5K | 91,578 | 0.00% | 4q | -32.6%-$76.0K |
| Leonteq Securities AG | $129.0K | 74,994 | 0.00% | 23q | HELD |
| Nuveen, LLC | $127.3K | 73,990 | 0.00% | 6q | HELD |
| Verition Fund Management LLC | $120.4K | 70,000 | 0.00% | 20q | +218.2%+$82.6K |
| TCFG Investment Advisors, LLC | $118.7K | 69,015 | 0.04% | 2q | +7.8%+$8.6K |
| WEALTH EFFECTS LLC | $117.8K | 68,500 | 0.03% | 19q | HELD |
| HSBC HOLDINGS PLC | $116.6K | 68,605 | 0.00% | 8q | HELD |
| DEUTSCHE BANK AG\ | $116.2K | 67,537 | 0.00% | 6q | +6547.3%+$114.4K |
| BARCLAYS PLC | $115.1K | 66,940 | 0.00% | 9q | -1.3%-$1.5K |
| WELLS FARGO & COMPANY/MN | $107.0K | 62,191 | 0.00% | 28q | +37.4%+$29.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $87.0K | 50,559 | 0.00% | 15q | HELD |
| Cherry Creek Investment Advisors, Inc. | $73.3K | 42,602 | 0.03% | 21q | +17.6%+$11.0K |
| Wellington Shields & Co., LLC | $68.9K | 40,079 | 0.02% | 18q | HELD |
| Invesco Ltd. | $66.3K | 38,570 | 0.00% | 9q | +46.0%+$20.9K |
| Vanguard Global Advisers, LLC | $59.2K | 34,392 | 0.00% | 2q | HELD |
| CITIGROUP INC | $55.0K | 31,998 | 0.00% | 12q | +858.3%+$49.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $54.0K | 31,393 | 0.00% | 8q | +8.6%+$4.3K |
| JPMORGAN CHASE & CO | $52.4K | 30,297 | 0.00% | 13q | +11.0%+$5.2K |
| THOMPSON DAVIS & CO., INC. | $48.2K | 27,999 | 0.03% | 3q | -6.7%-$3.4K |
| Forum Financial Management, LP | $45.6K | 26,518 | 0.00% | 9q | HELD |
| Z3 Capital Partners, LLC | $43.0K | 25,000 | 0.01% | 3q | -26.5%-$15.5K |
| FMR LLC | $42.7K | 24,800 | 0.00% | 8q | -14.4%-$7.2K |
| Wealthspire Advisors, LLC | $41.3K | 24,000 | 0.00% | 2q | -23.8%-$12.9K |
| ALLIANCEBERNSTEIN L.P. | $40.1K | 21,780 | 0.00% | 5q | +58.1%+$14.7K |
| Summit Asset Management, LLC | $38.7K | 22,500 | 0.00% | 23q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $33.1K | 19,239 | 0.00% | 7q | +14.7%+$4.3K |
| RAYMOND JAMES FINANCIAL INC | $32.7K | 19,033 | 0.00% | 7q | HELD |
| Police & Firemen's Retirement System of New Jersey | $31.0K | 17,997 | 0.00% | 7q | HELD |
| Investors Research Corp | $30.9K | 17,950 | 0.01% | 11q | HELD |
| Russell Investments Group, Ltd. | $29.9K | 17,408 | 0.00% | 6q | +196.8%+$19.9K |
| PNC Financial Services Group, Inc. | $29.8K | 17,304 | 0.00% | 28q | +0.7% |
| RENAISSANCE TECHNOLOGIES LLC | $26.5K | 15,400 | 0.00% | 18q | -95.9%-$614.4K |
| IMC-Chicago, LLC | $25.8K | options only | 0.00% | 2q | OPTIONS |
| R Squared Ltd | $23.6K | 13,727 | 0.01% | new | NEW |
| WealthPLAN Partners, LLC | $23.5K | 13,665 | 0.00% | 3q | HELD |
| Cerity Partners LLC | $23.3K | 13,572 | 0.00% | new | NEW |
| CHOREO, LLC | $22.5K | 13,058 | 0.00% | 11q | -3.1% |
| Tower Research Capital LLC (TRC) | $19.9K | 11,593 | 0.00% | 10q | -4.6% |
| BNP PARIBAS FINANCIAL MARKETS | $19.2K | 11,153 | 0.00% | 7q | -22.7%-$5.6K |
| LPL Financial LLC | $18.8K | 10,930 | 0.00% | 12q | HELD |
| Quadrature Capital Ltd | $18.4K | 10,706 | 0.00% | new | NEW |
| Benin Management CORP | $18.1K | 10,500 | 0.00% | 2q | HELD |
| Pasadena Private Wealth, LLC | $17.2K | 10,000 | 0.00% | new | NEW |
| Legal & General Group Plc | $13.4K | 7,819 | 0.00% | 9q | +65.2%+$5.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.1K | 7,600 | 0.00% | 9q | HELD |
| SIMPLEX TRADING, LLC | $11.3K | 2,880 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $11.2K | 6,497 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $9.2K | 5,370 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $8.5K | 4,950 | 0.00% | 4q | +11.2% |
| GROUP ONE TRADING LLC | $7.8K | 2,936 | 0.00% | 10q | +7.1% |
| Farther Finance Advisors, LLC | $7.0K | 4,097 | 0.00% | 2q | +6.4% |
| Smartleaf Asset Management LLC | $6.0K | 3,480 | 0.00% | 5q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $4.8K | 2,794 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $4.5K | 2,622 | 0.00% | 4q | HELD |
| Hickory Point Bank & Trust | $2.6K | 1,500 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $2.4K | 1,420 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2K | 1,261 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $2.2K | 1,260 | 0.00% | 26q | +2000.0%+$2.1K |
| Allworth Financial LP | $1.0K | 590 | 0.00% | 3q | +139.8% |
| Integrated Wealth Concepts LLC | $946 | 550 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $803 | 467 | 0.00% | new | NEW |
| Rossby Financial, LCC | $537 | 312 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $474 | 275 | 0.00% | 6q | -11.3% |
| Essential Partners LLC | $344 | 200 | 0.00% | 5q | +146.9% |
| Sterling Capital Management LLC | $316 | 184 | 0.00% | 8q | -63.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $243 | 140,702 | 0.00% | 22q | +20.3% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-19 | 13G | Daniel Louis Kaufman INDIVIDUAL | 5.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 108 | $74.2M | 43,096,138 | 14 | 40 | 21 | 0.1% |
| Q1 2026 | 115 | $79.1M | 42,829,425 | 18 | 21 | 43 | 0.4% |
| Q4 2025 | 101 | $98.4M | 42,651,460 | 9 | 38 | 26 | 0.3% |
| Q3 2025 | 101 | $130.2M | 41,795,882 | 19 | 31 | 23 | 0.1% |
| Q2 2025 | 85 | $86.7M | 40,850,726 | 6 | 22 | 26 | 0.1% |
| Q1 2025 | 85 | $69.6M | 39,413,591 | 10 | 28 | 22 | 0.3% |
| Q4 2024 | 84 | $94.6M | 41,116,476 | 10 | 35 | 12 | 0.9% |
| Q3 2024 | 77 | $82.6M | 40,336,401 | 11 | 23 | 18 | 0.4% |
| Q2 2024 | 72 | $74.0M | 40,168,544 | 19 | 20 | 17 | 1.2% |
| Q1 2024 | 73 | $105.1M | 40,124,332 | 21 | 19 | 14 | 0.3% |
| Q4 2023 | 58 | $64.6M | 36,873,936 | 9 | 19 | 12 | 0.1% |
| Q3 2023 | 56 | $59.4M | 37,575,269 | 4 | 15 | 17 | 0.0% |
| Q2 2023 | 57 | $60.5M | 40,677,275 | 8 | 19 | 11 | 0.1% |
| Q1 2023 | 61 | $67.2M | 32,973,631 | 5 | 18 | 16 | 0.0% |
| Q4 2022 | 64 | $66.6M | 32,171,383 | 11 | 15 | 14 | 0.1% |
| Q3 2022 | 67 | $65.6M | 36,317,856 | 3 | 17 | 22 | 0.3% |
| Q2 2022 | 82 | $67.5M | 36,595,598 | 14 | 26 | 23 | 0.3% |
| Q1 2022 | 94 | $150.8M | 40,223,386 | 12 | 24 | 35 | 0.5% |
| Q4 2021 | 98 | $265.5M | 42,613,357 | 8 | 30 | 37 | 0.5% |
| Q3 2021 | 105 | $243.4M | 45,127,181 | 20 | 33 | 32 | 0.2% |
| Q2 2021 | 100 | $424.0M | 43,893,574 | 29 | 38 | 13 | 0.2% |
| Q1 2021 | 80 | $291.8M | 43,312,661 | 14 | 25 | 25 | 0.2% |
| Q4 2020 | 75 | $212.1M | 41,670,026 | 11 | 24 | 19 | 0.0% |
| Q3 2020 | 69 | $144.4M | 40,337,764 | 5 | 25 | 20 | 0.0% |
| Q2 2020 | 75 | $180.3M | 40,416,058 | 29 | 21 | 13 | 0.0% |
| Q1 2020 | 52 | $96.3M | 31,867,075 | 13 | 19 | 8 | 0.0% |
| Q4 2019 | 46 | $158.0M | 29,812,746 | 23 | 7 | 2 | 0.0% |
| Q3 2019 | 24 | $91.7M | 26,135,776 | 22 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $39.7M | 13,692,454 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $26.7M | 13,692,454 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $14.8M | 13,692,454 | 0 | 0 | 0 | 0.0% |