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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, Q4 2021

Institutional positions in Atrion Corp as of Dec 31, 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
124
−4 vs. Q3 2021
Shares held
1.18M
−684 (−0.1%) vs. Q3 2021
Total value
$829.9M
+$7.94M (+1.0%) vs. Q3 2021
New holders
13
35 more added
Sold out
17
44 more reduced

Compare with Q3 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 holdersQ4 2021: 124 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 heldQ4 2021: $829.9M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q3 2021.

Institutions holding ATRI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Neuberger Berman Group LLC208,151$146.7M0.12%+10,513+5.3%Added
Kayne Anderson Rudnick Investment Management LLC190,054$134.0M0.31%−8,587−4.3%Reduced
Price T Rowe Associates Inc145,019$102.2M0.01%−2,688−1.8%Reduced
BlackRock Inc.114,537$80.7M0.00%+498+0.4%Added
Vanguard Group Inc82,509$58.2M0.00%−236−0.3%Reduced
Dimensional Fund Advisors LP52,593$37.1M0.01%−249−0.5%Reduced
Renaissance Technologies LLC43,000$30.3M0.04%−1,400−3.2%Reduced
Boston Trust Walden Corp41,252$29.1M0.23%+8,665+26.6%Added
State Street Corp36,370$25.6M0.00%−1,779−4.7%Reduced
DF Dent & Co Inc30,512$21.5M0.22%−5,556−15.4%Reduced
Geode Capital Management, LLC25,196$17.8M0.00%+486+2.0%Added
Royce & Associates LP21,516$15.2M0.11%+20+0.1%Added
Northern Trust Corp14,921$10.5M0.00%−105−0.7%Reduced
ProShare Advisors LLC13,917$9.81M0.02%+285+2.1%Added
Franklin Resources Inc10,707$7.55M0.00%−78−0.7%Reduced
Charles Schwab Investment Management Inc9,731$6.86M0.00%+99+1.0%Added
Crawford Investment Counsel Inc9,486$6.69M0.13%+957+11.2%Added
Bank of New York Mellon Corp8,598$6.06M0.00%−735−7.9%Reduced
Rhumbline Advisers6,327$4.46M0.01%−172−2.6%Reduced
Roberts Glore & Co Inc5,991$4.22M1.11%+84+1.4%Added
Victory Capital Management Inc5,951$4.20M0.00%+947+18.9%Added
Raymond James Financial Services Advisors, Inc.5,228$3.69M0.01%−7−0.1%Reduced
Citadel Advisors LLC4,416$3.11M0.00%−2,322−34.5%Reduced
Nuveen Asset Management, LLC4,395$2.96M0.00%−387−8.1%Reduced
Millennium Management LLC3,972$2.80M0.00%−2,437−38.0%Reduced
Creative Planning3,774$2.66M0.00%00.0%Unchanged
Aviva PLC3,535$2.49M0.01%+1,222+52.8%Added
Swiss National Bank3,202$2.26M0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC3,039$2.14M0.00%+3,039New
Wells Fargo & Company2,857$2.01M0.00%−1,166−29.0%Reduced
UBS Group AG2,494$1.76M0.00%+438+21.3%Added
Laurel Wealth Advisors LLC2,383$1.68M0.35%−91−3.7%Reduced
Susquehanna International Group, LLP2,382$1.68M0.00%+631+36.0%Added
ICW Investment Advisors LLC2,355$1.66M0.93%+69+3.0%Added
Stifel Financial Corp2,292$1.62M0.00%−20−0.9%Reduced
California State Teachers Retirement System1,984$1.40M0.00%+18+0.9%Added
Invesco Ltd.1,952$1.38M0.00%+470+31.7%Added
SEI Investments Co1,920$1.35M0.00%00.0%Unchanged
Alliancebernstein L.P.1,866$1.31M0.00%00.0%Unchanged
Barclays PLC1,692$1.19M0.00%+1,070+172.0%Added
Morgan Stanley1,683$1.19M0.00%+328+24.2%Added
Marshall Wace, LLP1,663$1.17M0.00%−523−23.9%Reduced
JPMorgan Chase & Co1,641$1.16M0.00%+744+82.9%Added
Goldman Sachs Group Inc1,568$1.10M0.00%+11+0.7%Added
Bridgewater Associates, LP1,545$1.09M0.01%−280−15.3%Reduced
Aldebaran Financial Inc.1,400$987.0K0.77%00.0%Unchanged
Parametric Portfolio Associates LLC1,392$981.0K0.00%−507−26.7%Reduced
Credit Suisse AG1,354$954.0K0.00%−10−0.7%Reduced
PBMares Wealth Management LLC1,350$952.0K0.40%00.0%Unchanged
Principal Financial Group Inc1,239$873.0K0.00%−697−36.0%Reduced
UBS Asset Management Americas Inc1,234$869.8K0.00%00.0%Unchanged
Bank of America Corp1,131$797.0K0.00%+561+98.4%Added
STRS Ohio1,100$775.0K0.00%00.0%Unchanged
MAI Capital Management1,092$770.0K0.01%00.0%Unchanged
Deutsche Bank AG1,034$729.0K0.00%+34+3.4%Added
Panagora Asset Management Inc1,018$718.0K0.00%−464−31.3%Reduced
Krane Funds Advisors LLC1,017$717.0K0.02%+1,017New
Martingale Asset Management L P1,000$706.0K0.01%−100−9.1%Reduced
New York State Common Retirement Fund993$700.0K0.00%−4−0.4%Reduced
Oppenheimer Asset Management Inc.882$622.0K0.01%−115−11.5%Reduced
Ameriprise Financial Inc864$609.0K0.00%−8−0.9%Reduced
Prudential Financial Inc781$568.0K0.00%+348+80.4%Added
Skandinaviska Enskilda Banken AB (publ)800$560.0K0.00%+800New
Leavell Investment Management, Inc.778$548.0K0.04%00.0%Unchanged
American International Group, Inc.741$522.0K0.00%−22−2.9%Reduced
Manufacturers Life Insurance Company, The714$503.0K0.00%−12−1.7%Reduced
Capital Analysts, LLC691$487.0K0.03%−2−0.3%Reduced
Ellsworth Advisors, LLC664$468.0K0.17%+664New
Legal & General Group Plc642$453.0K0.00%+3+0.5%Added
Virtu Financial LLC630$444.0K0.05%+630New
D. E. Shaw & Co., Inc.604$426.0K0.00%+8+1.3%Added
Susquehanna Fundamental Investments, LLC595$419.0K0.01%+63+11.8%Added
SG Americas Securities, LLC578$407.0K0.00%−326−36.1%Reduced
Voya Investment Management LLC567$400.0K0.00%−12−2.1%Reduced
Citigroup Inc553$390.0K0.00%+218+65.1%Added
Sit Investment Associates Inc550$388.0K0.01%00.0%Unchanged
Raymond James & Associates518$365.0K0.00%+191+58.4%Added
Hudson Valley Investment Advisors Inc500$352.0K0.06%00.0%Unchanged
MetLife Investment Management495$348.9K0.00%00.0%Unchanged
Wealthspire Advisors, LLC470$331.0K0.01%−240−33.8%Reduced
Patton Albertson Miller Group, LLC460$324.0K0.05%00.0%Unchanged
Wesbanco Bank Inc410$289.0K0.01%00.0%Unchanged
Eagle Ridge Investment Management402$283.0K0.03%00.0%Unchanged
Pathstone Family Office, LLC400$282.0K0.01%+35+9.6%Added
Arizona State Retirement System388$274.0K0.00%−10−2.5%Reduced
Metropolitan Life Insurance Co383$270.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc377$266.0K0.00%+377New
Royal Bank of Canada348$245.0K0.00%+96+38.1%Added
HRT Financial LP335$236.0K0.00%−1,032−75.5%Reduced
Captrust Financial Advisors315$222.0K0.00%+226+253.9%Added
First Quadrant L P301$212.0K0.02%00.0%Unchanged
Janus Henderson Group PLC298$211.0K0.00%+298New
BNP Paribas Arbitrage, SA294$207.2K0.00%+42+16.7%Added
Handelsbanken Fonder AB293$207.0K0.00%00.0%Unchanged
LPL Financial LLC292$206.0K0.00%00.0%Unchanged
Shell Asset Management Co223$157.0K0.00%+6+2.8%Added
FinTrust Capital Advisors, LLC210$148.0K0.04%+110+110.0%Added
The PNC Financial Services Group, Inc.197$138.0K0.00%00.0%Unchanged
US Bancorp164$116.0K0.00%−9−5.2%Reduced
Wilen Investment Management Corp.157$109.0K0.08%00.0%Unchanged