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Stereotaxis, Inc.

STXS
Exchange
NYSE
Industry
Electromedical & Electrotherapeutic Apparatus
SEC CIK
0001289340

No open-market purchases or sales by Stereotaxis, Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $74.1M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Stereotaxis, Inc. as of Mar 31, 2023. 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
68
−5 vs. Q4 2022
Shares held
34.3M
−1.05M (−3.0%) vs. Q4 2022
Total value
$69.9M
−$3.14M (−4.3%) vs. Q4 2022
New holders
5
19 more added
Sold out
10
21 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STXS 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 holdersQ1 2023: 68 institutions
Q1 2021: 81 institutionsQ2 2021: 99 institutionsQ3 2021: 104 institutionsQ4 2021: 97 institutionsQ1 2022: 93 institutionsQ2 2022: 85 institutionsQ3 2022: 71 institutionsQ4 2022: 74 institutionsQ1 2023: 68 institutionsQ2 2023: 59 institutionsQ3 2023: 58 institutionsQ4 2023: 61 institutionsQ1 2024: 81 institutionsQ2 2024: 73 institutionsQ3 2024: 84 institutionsQ4 2024: 86 institutionsQ1 2025: 88 institutionsQ2 2025: 87 institutionsQ3 2025: 104 institutionsQ4 2025: 105 institutionsQ1 2026: 115 institutionsQ2 2026: 108 institutions
Value heldQ1 2023: $69.9M
Q1 2021: $291.1MQ2 2021: $423.1MQ3 2021: $230.6MQ4 2021: $263.4MQ1 2022: $150.1MQ2 2022: $67.3MQ3 2022: $65.1MQ4 2022: $73.8MQ1 2023: $69.9MQ2 2023: $61.1MQ3 2023: $59.9MQ4 2023: $65.2MQ1 2024: $105.7MQ2 2024: $73.2MQ3 2024: $82.5MQ4 2024: $94.0MQ1 2025: $69.6MQ2 2025: $86.3MQ3 2025: $130.3MQ4 2025: $98.3MQ1 2026: $79.0MQ2 2026: $74.1M
Institutions holding STXS and their total value by quarter
QuarterHoldersValue
Q2 2026108$74.1M
Q1 2026115$79.0M
Q4 2025105$98.3M
Q3 2025104$130.3M
Q2 202587$86.3M
Q1 202588$69.6M
Q4 202486$94.0M
Q3 202484$82.5M
Q2 202473$73.2M
Q1 202481$105.7M
Q4 202361$65.2M
Q3 202358$59.9M
Q2 202359$61.1M
Q1 202368$69.9M
Q4 202274$73.8M
Q3 202271$65.1M
Q2 202285$67.3M
Q1 202293$150.1M
Q4 202197$263.4M
Q3 2021104$230.6M
Q2 202199$423.1M
Q1 202181$291.1M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Stereotaxis, Inc.; share changes are against Q4 2022.

Institutions holding STXS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co119$00.00%00.0%Unchanged
UBS Group AG136$2770.00%00.0%Unchanged
Aspire Private Capital, LLC200$4080.00%00.0%Unchanged
Wells Fargo & Company616$1.26K0.00%+4+0.7%Added
Advisor Group Holdings, Inc.5,110$10.4K0.00%−6,577−56.3%Reduced
FMR LLC6,300$12.9K0.00%+5,371+578.1%Added
BDO Wealth Advisors, LLC10,000$20.4K0.00%00.0%Unchanged
HRT Financial LP12,012$24.0K0.00%+12,012New
Affinity Capital Advisors, LLC11,900$24.3K0.01%00.0%Unchanged
Everett Harris & Co12,700$25.9K0.00%−10,000−44.1%Reduced
Virtu Financial LLC12,571$26.0K0.00%−15,811−55.7%Reduced
Lighthouse Investment Partners, LLC13,137$26.8K0.00%+13,137New
Simplex Trading, LLC13,417$27.0K0.00%+13,317+13,317.0%Added
US Bancorp15,645$31.9K0.00%00.0%Unchanged
Engineers Gate Manager LP16,302$33.3K0.00%00.0%Unchanged
Summit Asset Management, LLC16,560$33.8K0.01%00.0%Unchanged
Coury Firm Asset Management LLC17,600$35.9K0.05%00.0%Unchanged
The PNC Financial Services Group, Inc.18,000$36.7K0.00%00.0%Unchanged
Robertson Stephens Wealth Management, LLC20,000$40.8K0.00%00.0%Unchanged
Squarepoint Ops LLC21,628$44.1K0.00%+21,628New
Charles Schwab Investment Management Inc22,696$46.3K0.00%00.0%Unchanged
Lido Advisors, LLC25,000$51.0K0.00%+25,000New
Cherry Creek Investment Advisors, Inc.36,853$75.2K0.06%+4,347+13.4%Added
Marathon Capital Management37,250$76.0K0.02%−10,000−21.2%Reduced
Wellington Shields & Co., LLC37,393$76.3K0.02%00.0%Unchanged
Atom Investors LP43,093$87.9K0.05%−401−0.9%Reduced
Qube Research & Technologies Ltd43,826$89.4K0.00%−8,953−17.0%Reduced
Bank of New York Mellon Corp44,091$89.9K0.00%00.0%Unchanged
Bank of America Corp51,097$104.2K0.00%+51,040+89,543.9%Added
Independent Advisor Alliance57,230$116.7K0.01%−52,375−47.8%Reduced
Price T Rowe Associates Inc58,400$120.0K0.00%+12,100+26.1%Added
Man Group plc–$121.1K0.00%––
Wealth Effects LLC59,560$121.5K0.06%+11,300+23.4%Added
Morgan Stanley73,636$150.2K0.00%+27,794+60.6%Added
Polar Capital Holdings Plc76,687$156.4K0.00%00.0%Unchanged
Northern Trust Corp77,605$158.3K0.00%−763−1.0%Reduced
D. E. Shaw & Co., Inc.86,250$175.9K0.00%−113,045−56.7%Reduced
State of Wyoming91,529$186.7K0.06%−6,916−7.0%Reduced
Leonteq Securities AG99,994$207.0K0.02%−14,000−12.3%Reduced
Jane Street Group, LLC111,533$227.5K0.00%+98,866+780.5%Added
GMT Capital Corp126,581$258.2K0.01%+126,581New
Susquehanna International Group, LLP127,623$260.4K0.00%+45,159+54.8%Added
Dimensional Fund Advisors LP136,959$279.4K0.00%−10,559−7.2%Reduced
Royal Bank of Canada155,439$317.0K0.00%00.0%Unchanged
Two Sigma Investments, LP157,177$320.6K0.00%−91,150−36.7%Reduced
State Street Corp172,989$352.9K0.00%00.0%Unchanged
Kovack Advisors, Inc.177,464$362.0K0.05%+12,035+7.3%Added
Citadel Advisors LLC192,411$392.5K0.00%−4,850−2.5%Reduced
Two Sigma Advisers, LP242,000$493.7K0.00%−40,400−14.3%Reduced
Bridgeway Capital Management, LLC258,300$526.9K0.01%+15,000+6.2%Added
Legato Capital Management LLC259,890$530.2K0.10%00.0%Unchanged
Gsa Capital Partners LLP289,106$590.0K0.06%−26,843−8.5%Reduced
Verition Fund Management LLC315,137$642.9K0.01%+94,529+42.8%Added
Renaissance Technologies LLC372,532$760.0K0.00%−126,068−25.3%Reduced
Geode Capital Management, LLC444,787$907.4K0.00%00.0%Unchanged
Rhenman & Partners Asset Management AB493,618$952.7K0.10%−303,712−38.1%Reduced
AlphaCentric Advisors LLC550,000$1.12M0.77%+50,000+10.0%Added
Millennium Management LLC587,005$1.20M0.00%−583,803−49.9%Reduced
Prescott Group Capital Management, L.L.C.705,072$1.44M0.34%+120,000+20.5%Added
Essex Investment Management Co LLC863,924$1.76M0.26%+167,727+24.1%Added
Opaleye Management Inc.867,100$1.77M0.53%−317,900−26.8%Reduced
BlackRock Inc.1,011,163$2.06M0.00%−1,948−0.2%Reduced
Redmile Group, LLC1,487,495$3.03M0.13%00.0%Unchanged
Iron Triangle Partners LP1,832,577$3.74M0.54%+161,468+9.7%Added
Vanguard Group Inc2,183,950$4.46M0.00%+65,691+3.1%Added
Arbiter Partners Capital Management LLC2,573,114$5.25M6.67%00.0%Unchanged
Lagoda Investment Management, L.P.2,631,475$5.37M3.82%+138,810+5.6%Added
DAFNA Capital Management LLC13,680,554$27.9M8.37%00.0%Unchanged
Silverarc Capital Management, LLC0$00.00%−354,925−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−111,538−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−41,593−100.0%Sold out
Ergoteles LLC0$00.00%−39,570−100.0%Sold out
Marshall Wace, LLP0$00.00%−17,168−100.0%Sold out
Warberg Asset Management LLC0$00.00%−10,000−100.0%Sold out
Citigroup Inc0$00.00%−9,785−100.0%Sold out
Money Concepts Capital Corp0$00.00%−3,000−100.0%Sold out
Godsey & Gibb Associates0$00.00%−1,566−100.0%Sold out
Group One Trading, L.P.0$00.00%−726−100.0%Sold out
North Run Capital, LP––––Not filed