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, Q3 2025
Institutional positions in Monogram Technologies Inc. as of Sep 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
MGRM is no longer listed, so this page shows Q3 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 63
- +16 vs. Q2 2025
- Shares held
- 4.24M
- +2.23M (+110.6%) vs. Q2 2025
- Total value
- $24.9M
- +$19.1M (+327.9%) vs. Q2 2025
- New holders
- 28
- 9 more added
- Sold out
- 12
- 11 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $0 | 0.00% | +100 | New |
| Hollencrest Capital Management | 80 | $470 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $763 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 187 | $1.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 324 | $1.90K | 0.00% | +324 | New |
| SJS Investment Consulting Inc. | 334 | $1.96K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 455 | $2.69K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $2.94K | 0.00% | +500 | New |
| Financial Life Planners | 500 | $2.94K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 511 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 627 | $3.68K | 0.00% | +627 | New |
| MCF Advisors LLC | 652 | $3.83K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 775 | $4.55K | 0.00% | −1,225−61.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,000 | $5.87K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,131 | $6.64K | 0.00% | −384−25.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,350 | $7.89K | 0.00% | −85−5.9% | Reduced |
| GWM Advisors LLC | 1,396 | $8.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,396 | $8.20K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,500 | $8.80K | 0.00% | −2,400−61.5% | Reduced |
| Royal Bank of Canada | 1,615 | $9.00K | 0.00% | +1,615 | New |
| Global Retirement Partners, LLC | 1,689 | $9.91K | 0.00% | −2,548−60.1% | Reduced |
| CWM, LLC | 1,808 | $11.0K | 0.00% | +134+8.0% | Added |
| Strategic Wealth Partners, Ltd. | 1,996 | $11.7K | 0.00% | +100+5.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,000 | $11.7K | 0.00% | +2,000 | New |
| UBS Group AG | 2,536 | $14.9K | 0.00% | −22,592−89.9% | Reduced |
| Barclays PLC | 3,380 | $19.8K | 0.00% | +3,380 | New |
| Salomon & Ludwin, LLC | 6,000 | $36.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,207 | $54.0K | 0.00% | +5,010+119.4% | Added |
| Crestwood Advisors Group LLC | 10,000 | $58.7K | 0.00% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 10,000 | $58.7K | 0.00% | +10,000 | New |
| Quinn Opportunity Partners LLC | 10,000 | $58.7K | 0.00% | +10,000 | New |
| Fisher Asset Management, LLC | 11,060 | $64.9K | 0.00% | +11,060 | New |
| Resources Investment Advisors, LLC. | 11,666 | $68.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,814 | $75.2K | 0.00% | +12,814 | New |
| Occudo Quantitative Strategies LP | 13,162 | $77.3K | 0.01% | +13,162 | New |
| Two Sigma Securities, LLC | 13,221 | $77.6K | 0.01% | +13,221 | New |
| Cambridge Investment Research Advisors, Inc. | 15,621 | $92.0K | 0.00% | −4,048−20.6% | Reduced |
| Raymond James Financial Inc | 17,643 | $103.6K | 0.00% | +11,252+176.1% | Added |
| Charles Schwab Investment Management Inc | 18,000 | $105.7K | 0.00% | +18,000 | New |
| Vontobel Holding Ltd. | 18,374 | $107.9K | 0.00% | +18,374 | New |
| Jane Street Group, LLC | 21,370 | $125.4K | 0.00% | +8,739+69.2% | Added |
| Gabelli Funds LLC | 23,039 | $135.2K | 0.00% | +23,039 | New |
| Gabelli & Co Investment Advisers, Inc. | 24,700 | $145.0K | 0.02% | +24,700 | New |
| Qube Research & Technologies Ltd | 26,315 | $154.5K | 0.00% | +26,315 | New |
| New Harbor Financial Group, LLC | 29,348 | $172.3K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 34,722 | $203.8K | 0.00% | +31,992+1,171.9% | Added |
| Commonwealth Equity Services, LLC | 39,992 | $235.0K | 0.00% | −865−2.1% | Reduced |
| Citadel Advisors LLC | 41,051 | $241.0K | 0.00% | +41,051 | New |
| Northern Trust Corp | 44,919 | $263.7K | 0.00% | −6,044−11.9% | Reduced |
| CSS LLC | 56,161 | $329.7K | 0.02% | +56,161 | New |
| Deltec Asset Management LLC | 63,897 | $375.1K | 0.06% | +63,897 | New |
| Rangeley Capital, LLC | 75,000 | $440.3K | 0.41% | +75,000 | New |
| State Street Corp | 89,932 | $527.9K | 0.00% | +11,932+15.3% | Added |
| BlackRock, Inc. | 92,955 | $545.6K | 0.00% | −17,630−15.9% | Reduced |
| Millennium Management LLC | 134,725 | $790.8K | 0.00% | +134,725 | New |
| Yakira Capital Management, Inc. | 185,329 | $1.09M | 0.41% | +185,329 | New |
| Susquehanna International Group, LLP | 216,637 | $1.27M | 0.00% | +156,826+262.2% | Added |
| Geode Capital Management, LLC | 261,722 | $1.54M | 0.00% | +18,344+7.5% | Added |
| LMR Partners LLP | 400,000 | $2.35M | 0.03% | +400,000 | New |
| Vanguard Group Inc | 960,459 | $5.64M | 0.00% | −44,329−4.4% | Reduced |
| Tudor Investment Corp Et Al | 1,214,685 | $7.13M | 0.05% | +1,214,685 | New |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −213,678−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −28,906−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Safe Harbor Fiduciary, LLC | – | – | – | – | Not filed |