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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 2022

Institutional positions in Atrion Corp as of Sep 30, 2022. 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
117
−9 vs. Q2 2022
Shares held
1.15M
−17.6K (−1.5%) vs. Q2 2022
Total value
$649.1M
−$84.4M (−11.5%) vs. Q2 2022
New holders
9
40 more added
Sold out
18
31 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 117 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 2022: $649.1M
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 2022

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q2 2022.

Institutions holding ATRI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Neuberger Berman Group LLC197,029$111.3M0.12%−1,177−0.6%Reduced
Kayne Anderson Rudnick Investment Management LLC187,370$105.9M0.35%+98+0.1%Added
T. Rowe Price Investment Management, Inc.133,590$75.5M0.06%+133,590New
BlackRock Inc.110,623$62.5M0.00%−1,641−1.5%Reduced
Vanguard Group Inc83,418$47.1M0.00%+653+0.8%Added
Dimensional Fund Advisors LP52,010$29.4M0.01%−195−0.4%Reduced
Renaissance Technologies LLC40,609$22.9M0.03%−2,191−5.1%Reduced
State Street Corp33,310$18.8M0.00%−263−0.8%Reduced
Boston Trust Walden Corp30,962$17.5M0.17%−12,721−29.1%Reduced
Geode Capital Management, LLC28,092$15.9M0.00%+480+1.7%Added
Royce & Associates LP21,540$12.2M0.14%+23+0.1%Added
Wells Fargo & Company20,654$11.7M0.00%−940−4.4%Reduced
DF Dent & Co Inc19,337$10.9M0.17%−1,040−5.1%Reduced
Northern Trust Corp14,254$8.05M0.00%−189−1.3%Reduced
ProShare Advisors LLC13,062$7.38M0.03%−562−4.1%Reduced
Crawford Investment Counsel Inc12,146$6.86M0.16%+1,040+9.4%Added
Franklin Resources Inc10,337$5.84M0.00%−46−0.4%Reduced
Charles Schwab Investment Management Inc10,147$5.73M0.00%+284+2.9%Added
Bank of New York Mellon Corp9,097$5.14M0.00%+579+6.8%Added
Price T Rowe Associates Inc8,653$4.89M0.00%−137,139−94.1%Reduced
Raymond James & Associates7,165$4.05M0.00%+6,254+686.5%Added
Victory Capital Management Inc6,828$3.86M0.00%+680+11.1%Added
Roberts Glore & Co Inc6,058$3.42M1.22%+21+0.3%Added
Millennium Management LLC5,914$3.34M0.00%+1,220+26.0%Added
Rhumbline Advisers5,852$3.31M0.00%+352+6.4%Added
Nuveen Asset Management, LLC4,286$2.42M0.00%−71−1.6%Reduced
Stifel Financial Corp4,145$2.34M0.00%−56−1.3%Reduced
Morgan Stanley3,848$2.17M0.00%+209+5.7%Added
Creative Planning3,776$2.13M0.00%00.0%Unchanged
Citadel Advisors LLC3,683$2.08M0.00%+314+9.3%Added
Swiss National Bank3,402$1.92M0.00%00.0%Unchanged
Regions Financial Corp2,835$1.60M0.02%+192+7.3%Added
ICW Investment Advisors LLC2,412$1.36M0.91%+24+1.0%Added
Laurel Wealth Advisors LLC2,383$1.35M0.34%00.0%Unchanged
Bridgewater Associates, LP2,168$1.23M0.01%−15−0.7%Reduced
AQR Capital Management LLC2,122$1.20M0.00%+1,723+431.8%Added
Credit Suisse AG2,022$1.14M0.00%+121+6.4%Added
Invesco Ltd.2,023$1.14M0.00%+330+19.5%Added
Goldman Sachs Group Inc1,974$1.11M0.00%+45+2.3%Added
Alliancebernstein L.P.1,879$1.06M0.00%−187−9.1%Reduced
California State Teachers Retirement System1,778$1.00M0.00%−37−2.0%Reduced
Allspring Global Investments Holdings, LLC1,640$926.0K0.00%+54+3.4%Added
JPMorgan Chase & Co1,533$866.0K0.00%+68+4.6%Added
NewEdge Wealth, LLC1,439$813.0K0.04%+106+8.0%Added
Vestmark Advisory Solutions, Inc.1,439$813.0K0.05%+258+21.8%Added
Aldebaran Financial Inc.1,400$791.0K0.91%00.0%Unchanged
PBMares Wealth Management LLC1,350$763.0K0.33%00.0%Unchanged
UBS Asset Management Americas Inc1,234$697.2K0.00%00.0%Unchanged
STRS Ohio1,200$678.0K0.00%00.0%Unchanged
SEI Investments Co1,185$670.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas1,160$655.0K0.00%+1,160New
UBS Group AG1,111$627.0K0.00%−75−6.3%Reduced
New York State Common Retirement Fund1,099$621.0K0.00%+3+0.3%Added
MAI Capital Management1,080$610.0K0.01%−12−1.1%Reduced
Martingale Asset Management L P1,040$588.0K0.01%+40+4.0%Added
Pathstone Family Office, LLC900$508.5K0.01%+150+20.0%Added
Ameriprise Financial Inc879$497.0K0.00%+30+3.5%Added
Leavell Investment Management, Inc.778$440.0K0.03%00.0%Unchanged
Jane Street Group, LLC778$440.0K0.00%+778New
MetLife Investment Management777$439.0K0.00%00.0%Unchanged
Oppenheimer Asset Management Inc.695$393.0K0.01%−18−2.5%Reduced
Capital Analysts, LLC696$393.0K0.03%00.0%Unchanged
Legal & General Group Plc694$392.0K0.00%+37+5.6%Added
Deutsche Bank AG666$376.0K0.00%−177−21.0%Reduced
American International Group, Inc.652$368.0K0.00%+8+1.2%Added
Gyon Technologies Capital Management, LP600$339.0K0.11%+262+77.5%Added
D. E. Shaw & Co., Inc.586$331.0K0.00%00.0%Unchanged
Wealthspire Advisors, LLC570$322.0K0.01%00.0%Unchanged
Sit Investment Associates Inc550$311.0K0.01%00.0%Unchanged
Voya Investment Management LLC537$303.4K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The531$300.0K0.00%−2−0.4%Reduced
State Board of Administration of Florida Retirement System527$298.0K0.00%−13−2.4%Reduced
BNP Paribas Arbitrage, SA482$272.3K0.00%+166+52.5%Added
Bank of America Corp471$266.0K0.00%−358−43.2%Reduced
Patton Albertson Miller Group, LLC460$260.0K0.06%00.0%Unchanged
Virtu Financial LLC417$236.0K0.02%+417New
Vestcor Inc408$231.0K0.01%+408New
Summit Global Investments400$226.0K0.02%00.0%Unchanged
Arizona State Retirement System390$220.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc382$216.0K0.00%00.0%Unchanged
Principal Financial Group Inc370$209.0K0.00%−255−40.8%Reduced
Shell Asset Management Co292$165.0K0.01%+97+49.7%Added
FinTrust Capital Advisors, LLC210$129.0K0.03%00.0%Unchanged
Amalgamated Bank222$125.0K0.00%+3+1.4%Added
US Bancorp200$113.0K0.00%+32+19.0%Added
SG Americas Securities, LLC187$106.0K0.00%+187New
The PNC Financial Services Group, Inc.171$97.0K0.00%00.0%Unchanged
Wilen Investment Management Corp.157$86.0K0.09%00.0%Unchanged
SRS Capital Advisors, Inc.140$79.0K0.01%00.0%Unchanged
Royal Bank of Canada134$76.0K0.00%+41+44.1%Added
FMR LLC118$67.0K0.00%+61+107.0%Added
Ameritas Investment Partners, Inc.107$60.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)101$57.0K0.00%00.0%Unchanged
Great West Life Assurance Co92$52.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC90$51.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co83$46.9K0.00%00.0%Unchanged
Citigroup Inc65$37.0K0.00%−80−55.2%Reduced
Copeland Capital Management, LLC61$34.0K0.00%+1+1.7%Added
Barclays PLC58$33.0K0.00%−12−17.1%Reduced
Quantbot Technologies LP53$29.0K0.00%+53New