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Atrion Corp

ATRIDelisted Aug 21, 2024
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000701288

Atrion Corp was delisted on Aug 21, 2024; its insiders filed their last Form 4 on Aug 21, 2024; 143 institutions reported holding it in 13F filings for Q2 2024, worth $544.8M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Atrion Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
128
+3 vs. Q2 2021
Shares held
1.18M
+8.38K (+0.7%) vs. Q2 2021
Total value
$821.9M
+$95.6M (+13.2%) vs. Q2 2021
New holders
15
38 more added
Sold out
12
39 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ATRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 128 institutions
Q1 2021: 122 institutionsQ2 2021: 126 institutionsQ3 2021: 128 institutionsQ4 2021: 124 institutionsQ1 2022: 130 institutionsQ2 2022: 127 institutionsQ3 2022: 117 institutionsQ4 2022: 113 institutionsQ1 2023: 123 institutionsQ2 2023: 119 institutionsQ3 2023: 109 institutionsQ4 2023: 112 institutionsQ1 2024: 114 institutionsQ2 2024: 143 institutionsQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2021: $821.9M
Q1 2021: $763.1MQ2 2021: $726.3MQ3 2021: $821.9MQ4 2021: $829.9MQ1 2022: $839.9MQ2 2022: $733.5MQ3 2022: $649.1MQ4 2022: $635.0MQ1 2023: $722.4MQ2 2023: $649.0MQ3 2023: $470.7MQ4 2023: $438.0MQ1 2024: $583.3MQ2 2024: $544.8MQ3 2024: $460Q4 2024: $460Q1 2025: $460Q2 2025: $460Q3 2025: $460Q4 2025: $460Q1 2026: $460Q2 2026: $460
Institutions holding ATRI and their total value by quarter
QuarterHoldersValue
Q2 20261$460
Q1 20261$460
Q4 20251$460
Q3 20251$460
Q2 20251$460
Q1 20251$460
Q4 20241$460
Q3 20241$460
Q2 2024143$544.8M
Q1 2024114$583.3M
Q4 2023112$438.0M
Q3 2023109$470.7M
Q2 2023119$649.0M
Q1 2023123$722.4M
Q4 2022113$635.0M
Q3 2022117$649.1M
Q2 2022127$733.5M
Q1 2022130$839.9M
Q4 2021124$829.9M
Q3 2021128$821.9M
Q2 2021126$726.3M
Q1 2021122$763.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q2 2021.

Institutions holding ATRI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC198,641$138.6M0.34%−1,349−0.7%Reduced
Neuberger Berman Group LLC197,638$137.9M0.12%+12,871+7.0%Added
Price T Rowe Associates Inc147,707$103.0M0.01%+724+0.5%Added
BlackRock Inc.114,039$79.5M0.00%−7,191−5.9%Reduced
Vanguard Group Inc82,745$57.7M0.00%−3,628−4.2%Reduced
Dimensional Fund Advisors LP52,842$36.9M0.01%−538−1.0%Reduced
Renaissance Technologies LLC44,400$31.0M0.04%−1,300−2.8%Reduced
State Street Corp38,149$26.6M0.00%−3,969−9.4%Reduced
DF Dent & Co Inc36,068$25.2M0.26%+3,413+10.5%Added
Boston Trust Walden Corp32,587$22.7M0.20%+7,935+32.2%Added
Geode Capital Management, LLC24,710$17.2M0.00%+440+1.8%Added
Royce & Associates LP21,496$15.0M0.11%−14−0.1%Reduced
Northern Trust Corp15,026$10.5M0.00%−913−5.7%Reduced
ProShare Advisors LLC13,632$9.51M0.03%−3,176−18.9%Reduced
Franklin Resources Inc10,785$7.52M0.00%+112+1.0%Added
Charles Schwab Investment Management Inc9,632$6.72M0.00%−49−0.5%Reduced
Bank of New York Mellon Corp9,333$6.51M0.00%+563+6.4%Added
Crawford Investment Counsel Inc8,529$5.95M0.12%+200+2.4%Added
Citadel Advisors LLC6,738$4.70M0.01%+2,327+52.8%Added
Rhumbline Advisers6,499$4.53M0.01%+798+14.0%Added
Millennium Management LLC6,409$4.47M0.01%+775+13.8%Added
Roberts Glore & Co Inc5,907$4.12M1.25%+15+0.3%Added
Raymond James Financial Services Advisors, Inc.5,235$3.65M0.01%−170−3.1%Reduced
Victory Capital Management Inc5,004$3.49M0.00%+737+17.3%Added
Nuveen Asset Management, LLC4,782$3.49M0.00%−3,297−40.8%Reduced
Wells Fargo & Company4,023$2.81M0.00%+921+29.7%Added
Creative Planning3,774$2.63M0.00%00.0%Unchanged
Swiss National Bank3,202$2.23M0.00%00.0%Unchanged
Laurel Wealth Advisors LLC2,474$1.73M0.39%00.0%Unchanged
Stifel Financial Corp2,312$1.61M0.00%+77+3.4%Added
Aviva PLC2,313$1.61M0.01%+2,313New
ICW Investment Advisors LLC2,286$1.59M1.03%+35+1.6%Added
Marshall Wace, LLP2,186$1.52M0.01%−108−4.7%Reduced
UBS Group AG2,056$1.43M0.00%−121−5.6%Reduced
California State Teachers Retirement System1,966$1.37M0.00%+12+0.6%Added
Principal Financial Group Inc1,936$1.35M0.00%+289+17.5%Added
SEI Investments Co1,920$1.34M0.00%00.0%Unchanged
Parametric Portfolio Associates LLC1,899$1.32M0.00%+71+3.9%Added
Alliancebernstein L.P.1,866$1.30M0.00%−100−5.1%Reduced
Bridgewater Associates, LP1,825$1.27M0.01%−76−4.0%Reduced
Susquehanna International Group, LLP1,751$1.22M0.00%−174−9.0%Reduced
Goldman Sachs Group Inc1,557$1.09M0.00%−15−1.0%Reduced
Panagora Asset Management Inc1,482$1.03M0.01%00.0%Unchanged
Invesco Ltd.1,482$1.03M0.00%+137+10.2%Added
Thrivent Financial for Lutherans1,449$1.01M0.00%−604−29.4%Reduced
Aldebaran Financial Inc.1,400$976.0K0.84%00.0%Unchanged
HRT Financial LP1,367$953.0K0.01%+1,367New
Credit Suisse AG1,364$951.0K0.00%+48+3.6%Added
Morgan Stanley1,355$944.0K0.00%−716−34.6%Reduced
PBMares Wealth Management LLC1,350$942.0K0.45%00.0%Unchanged
UBS Asset Management Americas Inc1,234$860.7K0.00%00.0%Unchanged
Martingale Asset Management L P1,100$768.0K0.01%+600+120.0%Added
STRS Ohio1,100$767.0K0.00%00.0%Unchanged
MAI Capital Management1,092$762.0K0.01%00.0%Unchanged
Deutsche Bank AG1,000$698.0K0.00%−43−4.1%Reduced
New York State Common Retirement Fund997$695.0K0.00%−415−29.4%Reduced
Oppenheimer Asset Management Inc.997$695.0K0.01%−24−2.4%Reduced
SG Americas Securities, LLC904$631.0K0.00%+722+396.7%Added
JPMorgan Chase & Co897$626.0K0.00%−355−28.4%Reduced
Ameriprise Financial Inc872$608.0K0.00%−267−23.4%Reduced
Leavell Investment Management, Inc.778$543.0K0.04%00.0%Unchanged
American International Group, Inc.763$532.0K0.00%−30−3.8%Reduced
Manufacturers Life Insurance Company, The726$506.0K0.00%−92−11.2%Reduced
Wealthspire Advisors, LLC710$496.0K0.01%+130+22.4%Added
Capital Analysts, LLC693$483.0K0.03%00.0%Unchanged
AQR Capital Management LLC676$472.0K0.00%+102+17.8%Added
Legal & General Group Plc639$446.0K0.00%+294+85.2%Added
Barclays PLC622$434.0K0.00%+352+130.4%Added
D. E. Shaw & Co., Inc.596$416.0K0.00%−172−22.4%Reduced
Voya Investment Management LLC579$404.0K0.00%−16−2.7%Reduced
Bank of America Corp570$397.0K0.00%+35+6.5%Added
Sit Investment Associates Inc550$384.0K0.01%+90+19.6%Added
Jane Street Group, LLC541$377.0K0.00%+541New
Susquehanna Fundamental Investments, LLC532$371.0K0.01%+532New
Hudson Valley Investment Advisors Inc500$349.0K0.06%00.0%Unchanged
MetLife Investment Management495$345.3K0.00%+70+16.5%Added
Patton Albertson Miller Group, LLC460$321.0K0.06%+460New
Prudential Financial Inc433$316.0K0.00%−13−2.9%Reduced
First Trust Advisors LP419$292.0K0.00%−1,392−76.9%Reduced
Wesbanco Bank Inc410$286.0K0.01%00.0%Unchanged
Eagle Ridge Investment Management402$280.0K0.03%00.0%Unchanged
Arizona State Retirement System398$278.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co383$267.1K0.00%−86−18.3%Reduced
ExodusPoint Capital Management, LP372$259.0K0.00%+372New
Pathstone Family Office, LLC365$255.0K0.01%+365New
Spears Abacus Advisors LLC362$252.0K0.02%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.350$244.0K0.00%00.0%Unchanged
Citigroup Inc335$234.0K0.00%+240+252.6%Added
Raymond James & Associates327$228.0K0.00%−25−7.1%Reduced
First Quadrant L P301$210.0K0.02%−61−16.9%Reduced
Ergoteles LLC300$209.0K0.01%+300New
Handelsbanken Fonder AB293$204.0K0.00%+293New
LPL Financial LLC292$204.0K0.00%+292New
BNP Paribas Arbitrage, SA252$175.8K0.00%+191+313.1%Added
Royal Bank of Canada252$175.0K0.00%+24+10.5%Added
Shell Asset Management Co217$151.0K0.00%−10−4.4%Reduced
The PNC Financial Services Group, Inc.197$137.0K0.00%00.0%Unchanged
US Bancorp173$121.0K0.00%−18−9.4%Reduced
Wilen Investment Management Corp.157$108.0K0.09%+157New
Harbor Investment Advisory, LLC150$105.0K0.01%+150New