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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, Q2 2025

Institutional positions in Monogram Technologies Inc. as of Jun 30, 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
49
+8 vs. Q1 2025
Shares held
2.02M
+186.3K (+10.2%) vs. Q1 2025
Total value
$5.83M
+$445.8K (+8.3%) vs. Q1 2025
New holders
11
8 more added
Sold out
3
6 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 49 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 13 institutionsQ3 2023: 18 institutionsQ4 2023: 25 institutionsQ1 2024: 29 institutionsQ2 2024: 26 institutionsQ3 2024: 35 institutionsQ4 2024: 47 institutionsQ1 2025: 42 institutionsQ2 2025: 49 institutionsQ3 2025: 63 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2025: $5.83M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $304.7KQ3 2023: $1.03MQ4 2023: $486.6KQ1 2024: $974.3KQ2 2024: $1.13MQ3 2024: $3.50MQ4 2024: $3.55MQ1 2025: $5.42MQ2 2025: $5.83MQ3 2025: $24.9MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MGRM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202563$24.9M
Q2 202549$5.83M
Q1 202542$5.42M
Q4 202447$3.55M
Q3 202435$3.50M
Q2 202426$1.13M
Q1 202429$974.3K
Q4 202325$486.6K
Q3 202318$1.03M
Q2 202313$304.7K
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q1 2025.

Institutions holding MGRM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,004,788$2.90M0.00%+108,090+12.1%Added
Geode Capital Management, LLC243,378$703.4K0.00%−290.0%Reduced
Buckingham Strategic Partners213,678$617.5K0.01%00.0%Unchanged
BlackRock, Inc.110,585$319.6K0.00%+12,843+13.1%Added
State Street Corp78,000$225.4K0.00%00.0%Unchanged
Susquehanna International Group, LLP59,811$172.9K0.00%+4,966+9.1%Added
Northern Trust Corp50,963$147.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC40,857$118.0K0.00%−358−0.9%Reduced
New Harbor Financial Group, LLC29,348$84.8K0.02%00.0%Unchanged
Goldman Sachs Group Inc28,906$83.5K0.00%+16,821+139.2%Added
UBS Group AG25,128$72.6K0.00%+25,128New
Cambridge Investment Research Advisors, Inc.19,669$57.0K0.00%+19,669New
Brinker Capital Investments, LLC13,850$40.0K0.00%+1,850+15.4%Added
Jane Street Group, LLC12,631$36.5K0.00%−6,795−35.0%Reduced
Resources Investment Advisors, LLC.11,666$33.7K0.00%00.0%Unchanged
LPL Financial LLC10,927$31.6K0.00%+10,927New
Crestwood Advisors Group LLC10,000$28.9K0.00%+10,000New
Raymond James Financial Inc6,391$18.5K0.00%+6,391New
Salomon & Ludwin, LLC6,000$17.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC4,237$12.2K0.00%+4,237New
Morgan Stanley4,197$12.1K0.00%−10,674−71.8%Reduced
Wells Fargo & Company3,900$11.3K0.00%−8,097−67.5%Reduced
Evolution Wealth Management Inc.3,896$11.3K0.01%+3,896New
Bank of America Corp2,730$7.89K0.00%+45+1.7%Added
Citigroup Inc2,000$5.78K0.00%00.0%Unchanged
First Horizon Advisors, Inc.2,000$5.78K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2,000$5.78K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.1,896$5.48K0.00%+1,896New
CWM, LLC1,674$5.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,515$4.38K0.00%+233+18.2%Added
Advisor Group Holdings, Inc.1,435$4.14K0.00%+585+68.8%Added
GWM Advisors LLC1,396$4.03K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1,396$3.31K0.00%00.0%Unchanged
MAI Capital Management1,000$2.89K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1,000$2.00K0.00%00.0%Unchanged
Safe Harbor Fiduciary, LLC690$1.99K0.00%00.0%Unchanged
MCF Advisors LLC652$1.89K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC511$1.48K0.00%+511New
Harbour Investments, Inc.500$1.45K0.00%00.0%Unchanged
Jones Financial Companies LLLP455$1.32K0.00%00.0%Unchanged
SJS Investment Consulting Inc.334$9660.00%00.0%Unchanged
Whittier Trust Co300$8670.00%00.0%Unchanged
Park Square Financial Group, LLC276$7980.00%00.0%Unchanged
Ameritas Advisory Services, LLC266$7690.00%+266New
Toth Financial Advisory Corp250$7230.00%−250−50.0%Reduced
Fortitude Family Office, LLC187$5400.00%+187New
Transce3nd, LLC138$3990.00%00.0%Unchanged
Winch Advisory Services, LLC130$3760.00%00.0%Unchanged
Hollencrest Capital Management80$2310.00%00.0%Unchanged
Two Sigma Investments, LP0$00.00%−15,235−100.0%Sold out
Barclays PLC0$00.00%−531−100.0%Sold out
Signaturefd, LLC0$00.00%−266−100.0%Sold out
Orion Portfolio Solutions, LLC––––Not filed