SolarMax Technology, Inc.
SMXT- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0001519472
No open-market purchases or sales by SolarMax Technology, Inc. insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $624.9K in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in SolarMax Technology, Inc. as of Jun 30, 2024. 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
- 30
- +9 vs. Q1 2024
- Shares held
- 1.36M
- +104.1K (+8.3%) vs. Q1 2024
- Total value
- $4.51M
- −$6.99M (−60.8%) vs. Q1 2024
- New holders
- 20
- 4 more added
- Sold out
- 11
- 6 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMXT 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 | 19 | $624.9K |
| Q1 2026 | 20 | $1.42M |
| Q4 2025 | 20 | $1.21M |
| Q3 2025 | 27 | $1.84M |
| Q2 2025 | 36 | $1.77M |
| Q1 2025 | 39 | $3.95M |
| Q4 2024 | 39 | $4.72M |
| Q3 2024 | 38 | $681.7K |
| Q2 2024 | 30 | $4.51M |
| Q1 2024 | 21 | $11.5M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding SolarMax Technology, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 176 | $1.00K | 0.00% | +176 | New |
| California State Teachers Retirement System | 369 | $1.21K | 0.00% | +369 | New |
| Ameritas Investment Partners, Inc. | 498 | $1.64K | 0.00% | +498 | New |
| Royal Bank of Canada | 479 | $2.00K | 0.00% | +479 | New |
| BNP Paribas Arbitrage, SA | 1,300 | $4.28K | 0.00% | +1,300 | New |
| Tower Research Capital LLC (TRC) | 1,525 | $5.02K | 0.00% | +1,525 | New |
| UBS Group AG | 1,545 | $5.08K | 0.00% | +1,545 | New |
| Wells Fargo & Company | 1,979 | $6.51K | 0.00% | +1,979 | New |
| Bank of America Corp | 2,606 | $8.57K | 0.00% | −6,094−70.0% | Reduced |
| Corebridge Financial, Inc. | 2,737 | $9.03K | 0.00% | +2,737 | New |
| JPMorgan Chase & Co | 3,958 | $13.0K | 0.00% | −54,124−93.2% | Reduced |
| Rhumbline Advisers | 5,402 | $17.8K | 0.00% | +5,402 | New |
| Qube Research & Technologies Ltd | 7,872 | $25.9K | 0.00% | +7,872 | New |
| Marshall Wace, LLP | 10,260 | $33.8K | 0.00% | −1,653−13.9% | Reduced |
| Susquehanna International Group, LLP | 14,903 | $49.0K | 0.00% | +14,903 | New |
| State Street Corp | 19,378 | $63.8K | 0.00% | +19,378 | New |
| Bank of Montreal | 13,420 | $73.7K | 0.00% | +13,420 | New |
| New York State Common Retirement Fund | 23,600 | $77.6K | 0.00% | +23,600 | New |
| Concurrent Investment Advisors, LLC | 24,650 | $81.1K | 0.00% | +10,650+76.1% | Added |
| Vanguard Group Inc | 28,415 | $93.5K | 0.00% | +28,415 | New |
| Citigroup Inc | 28,740 | $94.6K | 0.00% | −8,661−23.2% | Reduced |
| Charles Schwab Investment Management Inc | 32,585 | $107.2K | 0.00% | +32,585 | New |
| Barclays PLC | 47,251 | $155.5K | 0.00% | +47,251 | New |
| HRT Financial LP | 58,597 | $192.0K | 0.00% | −29,178−33.2% | Reduced |
| Goldman Sachs Group Inc | 76,023 | $250.1K | 0.00% | +76,023 | New |
| BlackRock Inc. | 86,839 | $285.7K | 0.00% | +62,534+257.3% | Added |
| Geode Capital Management, LLC | 111,880 | $368.1K | 0.00% | +85,940+331.3% | Added |
| Morgan Stanley | 165,639 | $545.0K | 0.00% | −442,951−72.8% | Reduced |
| Millennium Management LLC | 251,987 | $829.0K | 0.00% | +58,818+30.4% | Added |
| Invesco Ltd. | 336,848 | $1.11M | 0.00% | +336,848 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −47,033−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −18,284−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,102−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,910−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,742−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,726−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |