KORU Medical Systems, Inc.
KRMD- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000704440
In the last 90 days, KORU Medical Systems, Inc. insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $86.4M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in KORU Medical Systems, Inc. as of Sep 30, 2023. 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
- 55
- −7 vs. Q2 2023
- Shares held
- 18.0M
- −406.5K (−2.2%) vs. Q2 2023
- Total value
- $48.6M
- −$14.7M (−23.2%) vs. Q2 2023
- New holders
- 5
- 17 more added
- Sold out
- 12
- 13 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KRMD 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 84 | $86.4M |
| Q1 2026 | 91 | $90.0M |
| Q4 2025 | 84 | $121.4M |
| Q3 2025 | 76 | $77.0M |
| Q2 2025 | 79 | $69.4M |
| Q1 2025 | 79 | $44.3M |
| Q4 2024 | 64 | $66.2M |
| Q3 2024 | 54 | $34.9M |
| Q2 2024 | 65 | $38.0M |
| Q1 2024 | 59 | $44.3M |
| Q4 2023 | 58 | $45.8M |
| Q3 2023 | 55 | $48.6M |
| Q2 2023 | 62 | $63.3M |
| Q1 2023 | 54 | $73.2M |
| Q4 2022 | 41 | $59.5M |
| Q3 2022 | 39 | $36.4M |
| Q2 2022 | 35 | $40.7M |
| Q1 2022 | 36 | $44.7M |
| Q4 2021 | 44 | $80.2M |
| Q3 2021 | 50 | $74.0M |
| Q2 2021 | 61 | $123.0M |
| Q1 2021 | 72 | $92.3M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding KORU Medical Systems, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 44 | $119 | 0.00% | −10,365−99.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 50 | $135 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 78 | $211 | 0.00% | +78 | New |
| Legacy Financial Group LLC | 279 | $753 | 0.00% | +279 | New |
| CWM, LLC | 753 | $2.00K | 0.00% | +753 | New |
| Steward Partners Investment Advisory, LLC | 820 | $2.21K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,227 | $3.31K | 0.00% | +1,162+1,787.7% | Added |
| Ameritas Investment Partners, Inc. | 2,887 | $7.79K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,212 | $11.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,299 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,518 | $14.9K | 0.00% | −6,261−53.2% | Reduced |
| Wells Fargo & Company | 7,042 | $19.0K | 0.00% | −7,577−51.8% | Reduced |
| California State Teachers Retirement System | 7,713 | $20.8K | 0.00% | −3,915−33.7% | Reduced |
| Royal Bank of Canada | 7,814 | $22.0K | 0.00% | −8,797−53.0% | Reduced |
| Mission Wealth Management, LP | 12,500 | $33.8K | 0.00% | +12,500 | New |
| HRT Financial LP | 12,636 | $34.0K | 0.00% | −83,251−86.8% | Reduced |
| Creative Planning | 14,667 | $39.6K | 0.00% | 00.0% | Unchanged |
| Carlson Capital Management | 15,000 | $40.5K | 0.00% | 00.0% | Unchanged |
| Souders Financial Advisors | 15,075 | $40.7K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 17,445 | $47.1K | 0.00% | +620+3.7% | Added |
| UBS Group AG | 17,700 | $47.8K | 0.00% | −2,812−13.7% | Reduced |
| Bard Associates Inc | 21,800 | $58.9K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22,658 | $61.2K | 0.00% | −5,199−18.7% | Reduced |
| New York State Common Retirement Fund | 25,373 | $68.5K | 0.00% | +373+1.5% | Added |
| Rhumbline Advisers | 30,202 | $81.5K | 0.00% | +1,921+6.8% | Added |
| HighTower Advisors, LLC | 38,400 | $104.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 40,985 | $110.7K | 0.00% | −3,700−8.3% | Reduced |
| Morgan Stanley | 43,717 | $118.0K | 0.00% | +7,144+19.5% | Added |
| Advisor Group Holdings, Inc. | 45,759 | $123.5K | 0.00% | +2,856+6.7% | Added |
| Citadel Advisors LLC | 48,268 | $130.3K | 0.00% | −59,659−55.3% | Reduced |
| Nuveen Asset Management, LLC | 49,262 | $133.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 50,171 | $135.5K | 0.00% | −366−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 50,416 | $136.1K | 0.00% | +744+1.5% | Added |
| Eagle Asset Management Inc | 54,096 | $146.1K | 0.00% | +22,299+70.1% | Added |
| Invesco Ltd. | 56,439 | $152.4K | 0.00% | +38,591+216.2% | Added |
| White Pine Capital LLC | 58,673 | $158.4K | 0.06% | +58,673 | New |
| Lakewood Asset Management LLC | 59,925 | $161.8K | 0.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 92,728 | $250.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 97,654 | $263.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 97,878 | $264.3K | 0.00% | +878+0.9% | Added |
| Washington Trust Co | 100,000 | $270.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 120,935 | $326.5K | 0.27% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 130,000 | $351.0K | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 216,224 | $583.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 295,355 | $797.5K | 0.00% | −4,275−1.4% | Reduced |
| Boothbay Fund Management, LLC | 353,130 | $953.5K | 0.03% | +7,500+2.2% | Added |
| State Street Corp | 476,867 | $1.29M | 0.00% | 00.0% | Unchanged |
| Meros Investment Management, LP | 515,396 | $1.39M | 0.76% | +56,293+12.3% | Added |
| Geode Capital Management, LLC | 736,882 | $1.99M | 0.00% | +25,239+3.5% | Added |
| Albion Financial Group | 792,709 | $2.14M | 0.20% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 833,663 | $2.25M | 0.90% | +21,738+2.7% | Added |
| BlackRock Inc. | 1,559,917 | $4.21M | 0.00% | +154,005+11.0% | Added |
| Vanguard Group Inc | 1,888,588 | $5.10M | 0.00% | +51,321+2.8% | Added |
| Archon Capital Management LLC | 3,562,852 | $9.62M | 4.31% | +593,120+20.0% | Added |
| First Light Asset Management, LLC | 5,287,296 | $14.3M | 1.36% | −12,343−0.2% | Reduced |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −899,063−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −112,600−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −69,079−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −36,005−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −21,156−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −18,708−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −14,245−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,664−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,995−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −58,876−100.0% | Sold out |