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, Q4 2023
Institutional positions in KORU Medical Systems, Inc. as of Dec 31, 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
- 58
- +3 vs. Q3 2023
- Shares held
- 18.6M
- +554.9K (+3.1%) vs. Q3 2023
- Total value
- $45.8M
- −$2.83M (−5.8%) vs. Q3 2023
- New holders
- 7
- 18 more added
- Sold out
- 4
- 15 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding KORU Medical Systems, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 5,163,737 | $12.7M | 1.02% | −123,559−2.3% | Reduced |
| Archon Capital Management LLC | 3,720,876 | $9.13M | 3.76% | +158,024+4.4% | Added |
| Vanguard Group Inc | 1,909,874 | $4.69M | 0.00% | +21,286+1.1% | Added |
| BlackRock Inc. | 1,683,234 | $4.13M | 0.00% | +123,317+7.9% | Added |
| B. Riley Asset Management, LLC | 824,534 | $2.25M | 0.81% | −9,129−1.1% | Reduced |
| Albion Financial Group | 768,854 | $1.89M | 0.16% | −23,855−3.0% | Reduced |
| Geode Capital Management, LLC | 761,484 | $1.87M | 0.00% | +24,602+3.3% | Added |
| Meros Investment Management, LP | 525,764 | $1.29M | 0.61% | +10,368+2.0% | Added |
| State Street Corp | 486,906 | $1.20M | 0.00% | +10,039+2.1% | Added |
| Northern Trust Corp | 484,422 | $1.19M | 0.00% | +189,067+64.0% | Added |
| Boothbay Fund Management, LLC | 353,130 | $866.9K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 216,224 | $530.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 120,935 | $296.9K | 0.22% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 107,000 | $262.7K | 0.10% | −23,000−17.7% | Reduced |
| Washington Trust Co | 100,000 | $245.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 97,654 | $239.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 97,000 | $238.1K | 0.00% | −878−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 92,728 | $227.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 75,592 | $185.6K | 0.00% | +31,875+72.9% | Added |
| Citadel Advisors LLC | 64,491 | $158.3K | 0.00% | +16,223+33.6% | Added |
| Lakewood Asset Management LLC | 59,925 | $147.1K | 0.11% | 00.0% | Unchanged |
| White Pine Capital LLC | 56,110 | $137.8K | 0.05% | −2,563−4.4% | Reduced |
| Nuveen Asset Management, LLC | 54,911 | $134.8K | 0.00% | +5,649+11.5% | Added |
| Eagle Asset Management Inc | 54,096 | $132.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 50,176 | $123.2K | 0.00% | +50.0% | Added |
| Barclays PLC | 48,091 | $118.1K | 0.00% | +48,091 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 47,034 | $115.5K | 0.00% | −3,382−6.7% | Reduced |
| Royal Bank of Canada | 43,205 | $105.0K | 0.00% | +35,391+452.9% | Added |
| Advisor Group Holdings, Inc. | 41,991 | $103.1K | 0.00% | −3,768−8.2% | Reduced |
| Dimensional Fund Advisors LP | 40,516 | $99.5K | 0.00% | −469−1.1% | Reduced |
| HighTower Advisors, LLC | 38,400 | $94.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35,080 | $86.1K | 0.00% | +17,380+98.2% | Added |
| Deutsche Bank AG | 32,678 | $80.4K | 0.00% | +32,678 | New |
| Rhumbline Advisers | 30,202 | $74.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,051 | $71.3K | 0.00% | +29,051 | New |
| Bard Associates Inc | 26,710 | $65.6K | 0.02% | +4,910+22.5% | Added |
| New York State Common Retirement Fund | 25,297 | $62.1K | 0.00% | −76−0.3% | Reduced |
| JPMorgan Chase & Co | 22,658 | $55.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,596 | $50.6K | 0.00% | +20,596 | New |
| Susquehanna International Group, LLP | 17,391 | $42.7K | 0.00% | +17,391 | New |
| American International Group, Inc. | 17,076 | $41.9K | 0.00% | −369−2.1% | Reduced |
| Invesco Ltd. | 15,518 | $38.1K | 0.00% | −40,921−72.5% | Reduced |
| Souders Financial Advisors | 15,075 | $37.0K | 0.01% | 00.0% | Unchanged |
| Carlson Capital Management | 15,000 | $36.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,667 | $36.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,959 | $26.9K | 0.00% | +10,959 | New |
| Wells Fargo & Company | 8,956 | $22.0K | 0.00% | +1,914+27.2% | Added |
| California State Teachers Retirement System | 5,655 | $13.9K | 0.00% | −2,058−26.7% | Reduced |
| Citigroup Inc | 4,936 | $12.1K | 0.00% | +4,892+11,118.2% | Added |
| Amalgamated Bank | 4,948 | $12.0K | 0.00% | −351−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,493 | $11.0K | 0.00% | −1,025−18.6% | Reduced |
| Legal & General Group Plc | 4,212 | $10.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,589 | $8.81K | 0.00% | +2,362+192.5% | Added |
| Ameritas Investment Partners, Inc. | 2,887 | $7.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 820 | $2.01K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 457 | $1.12K | 0.00% | +379+485.9% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $123 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $123 | 0.00% | +50 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −12,636−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |