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, Q1 2025
Institutional positions in SolarMax Technology, 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
- 39
- 0 vs. Q4 2024
- Shares held
- 3.29M
- +382.5K (+13.1%) vs. Q4 2024
- Total value
- $3.95M
- −$763.6K (−16.2%) vs. Q4 2024
- New holders
- 5
- 15 more added
- Sold out
- 5
- 12 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SolarMax Technology, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,245,751 | $1.49M | 0.00% | +294,983+31.0% | Added |
| Geode Capital Management, LLC | 429,398 | $515.3K | 0.00% | +11,961+2.9% | Added |
| UBS Group AG | 327,684 | $393.2K | 0.00% | −82,272−20.1% | Reduced |
| Vanguard Group Inc | 277,442 | $332.9K | 0.00% | +81,288+41.4% | Added |
| Morgan Stanley | 212,248 | $254.7K | 0.00% | +150,391+243.1% | Added |
| Northern Trust Corp | 182,154 | $218.6K | 0.00% | −16,037−8.1% | Reduced |
| State Street Corp | 96,760 | $116.1K | 0.00% | +31,282+47.8% | Added |
| Charles Schwab Investment Management Inc | 72,186 | $86.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 54,181 | $65.0K | 0.00% | −55,051−50.4% | Reduced |
| Goldman Sachs Group Inc | 45,225 | $54.3K | 0.00% | −28,887−39.0% | Reduced |
| Susquehanna International Group, LLP | 38,201 | $45.8K | 0.00% | +25,550+202.0% | Added |
| Bank of New York Mellon Corp | 35,238 | $42.3K | 0.00% | +35,238 | New |
| Barclays PLC | 31,454 | $37.7K | 0.00% | −14,836−32.1% | Reduced |
| Bridgeway Capital Management, LLC | 25,000 | $30.0K | 0.00% | −25,000−50.0% | Reduced |
| New York State Common Retirement Fund | 23,600 | $28.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 21,091 | $25.3K | 0.00% | −2,509−10.6% | Reduced |
| Rhumbline Advisers | 20,768 | $24.9K | 0.00% | +7,360+54.9% | Added |
| AQR Capital Management LLC | 19,576 | $23.5K | 0.00% | +19,576 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,646 | $20.0K | 0.00% | +780+4.9% | Added |
| Wells Fargo & Company | 16,506 | $19.8K | 0.00% | +365+2.3% | Added |
| Corebridge Financial, Inc. | 14,744 | $17.7K | 0.00% | −219−1.5% | Reduced |
| Intech Investment Management LLC | 13,967 | $16.8K | 0.00% | +13,967 | New |
| Bank of America Corp | 13,831 | $16.6K | 0.00% | −8,864−39.1% | Reduced |
| Engineers Gate Manager LP | 13,378 | $16.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,909 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,795 | $13.0K | 0.00% | +10,795 | New |
| Tower Research Capital LLC (TRC) | 8,946 | $10.7K | 0.00% | +2,555+40.0% | Added |
| FMR LLC | 3,514 | $4.22K | 0.00% | +1,686+92.2% | Added |
| Royal Bank of Canada | 2,718 | $4.00K | 0.00% | −97−3.4% | Reduced |
| California State Teachers Retirement System | 2,348 | $2.82K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,224 | $2.67K | 0.00% | −1,622−42.2% | Reduced |
| CWM, LLC | 1,675 | $2.00K | 0.00% | +1,249+293.2% | Added |
| BNP Paribas Arbitrage, SA | 1,329 | $1.59K | 0.00% | −3,965−74.9% | Reduced |
| Ameritas Investment Partners, Inc. | 498 | $598 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 302 | $362 | 0.00% | +290+2,416.7% | Added |
| EverSource Wealth Advisors, LLC | 139 | $167 | 0.00% | +133+2,216.7% | Added |
| SBI Securities Co., Ltd. | 102 | $122 | 0.00% | +55+117.0% | Added |
| True Wealth Design, LLC | 20 | $24 | 0.00% | +20 | New |
| Amalgamated Bank | 176 | $0 | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,183−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,712−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |