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