Monogram Technologies Inc.
MGRMDelisted Oct 7, 2025- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001769759
Monogram Technologies Inc. was delisted on Oct 7, 2025; its insiders filed their last Form 4 on Oct 14, 2025; 63 institutions reported holding it in 13F filings for Q3 2025, worth $24.9M in total; no superinvestor held it.
13F holders, Q1 2025
Institutional positions in Monogram Technologies Inc. as of Mar 31, 2025. 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
- 42
- −3 vs. Q4 2024
- Shares held
- 1.84M
- +351.2K (+23.5%) vs. Q4 2024
- Total value
- $5.42M
- +$1.88M (+53.2%) vs. Q4 2024
- New holders
- 2
- 11 more added
- Sold out
- 5
- 9 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MGRM 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 63 | $24.9M |
| Q2 2025 | 49 | $5.83M |
| Q1 2025 | 42 | $5.42M |
| Q4 2024 | 47 | $3.55M |
| Q3 2024 | 35 | $3.50M |
| Q2 2024 | 26 | $1.13M |
| Q1 2024 | 29 | $974.3K |
| Q4 2023 | 25 | $486.6K |
| Q3 2023 | 18 | $1.03M |
| Q2 2023 | 13 | $304.7K |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 896,698 | $2.64M | 0.00% | +241,149+36.8% | Added |
| Geode Capital Management, LLC | 243,407 | $715.6K | 0.00% | +17,029+7.5% | Added |
| Buckingham Strategic Partners | 213,678 | $628.2K | 0.01% | +12,328+6.1% | Added |
| BlackRock, Inc. | 97,742 | $287.4K | 0.00% | −426−0.4% | Reduced |
| State Street Corp | 78,000 | $229.3K | 0.00% | +46,300+146.1% | Added |
| Susquehanna International Group, LLP | 54,845 | $161.2K | 0.00% | +54,845 | New |
| Northern Trust Corp | 50,963 | $149.8K | 0.00% | +5,090+11.1% | Added |
| Commonwealth Equity Services, LLC | 41,215 | $121.0K | 0.00% | −413−1.0% | Reduced |
| New Harbor Financial Group, LLC | 29,348 | $86.3K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,426 | $57.1K | 0.00% | +8,810+83.0% | Added |
| Two Sigma Investments, LP | 15,235 | $44.8K | 0.00% | +15,235 | New |
| Morgan Stanley | 14,871 | $43.7K | 0.00% | +105+0.7% | Added |
| Goldman Sachs Group Inc | 12,085 | $35.5K | 0.00% | +1,373+12.8% | Added |
| Brinker Capital Investments, LLC | 12,000 | $35.3K | 0.00% | −1,000−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 12,000 | $35.3K | 0.00% | −1,000−7.7% | Reduced |
| Wells Fargo & Company | 11,997 | $35.3K | 0.00% | +400+3.4% | Added |
| Resources Investment Advisors, LLC. | 11,666 | $34.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,685 | $7.89K | 0.00% | +8+0.3% | Added |
| Citigroup Inc | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,674 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,396 | $4.10K | 0.00% | −706−33.6% | Reduced |
| Sunbelt Securities, Inc. | 1,396 | $4.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,282 | $3.77K | 0.00% | −689−35.0% | Reduced |
| MAI Capital Management | 1,000 | $2.94K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,000 | $2.94K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 850 | $2.50K | 0.00% | −500−37.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 690 | $2.03K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 652 | $1.92K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 531 | $1.56K | 0.00% | −10,774−95.3% | Reduced |
| Harbour Investments, Inc. | 500 | $1.47K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.47K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 455 | $1.27K | 0.00% | +400+727.3% | Added |
| SJS Investment Consulting Inc. | 334 | $982 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $882 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 276 | $811 | 0.00% | −600−68.5% | Reduced |
| Signaturefd, LLC | 266 | $782 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 138 | $406 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $382 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 80 | $235 | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −29,348−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |