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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, Q3 2023

Institutional positions in Stereotaxis, Inc. as of Sep 30, 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
58
0 vs. Q2 2023
Shares held
37.9M
−3.16M (−7.7%) vs. Q2 2023
Total value
$59.9M
−$1.19M (−1.9%) vs. Q2 2023
New holders
5
17 more added
Sold out
5
18 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 58 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 heldQ3 2023: $59.9M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Stereotaxis, Inc.; share changes are against Q2 2023.

Institutions holding STXS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co112$1770.00%00.0%Unchanged
Aspire Private Capital, LLC200$3160.00%00.0%Unchanged
Simplex Trading, LLC1,167$1.00K0.00%−11,612−90.9%Reduced
Wells Fargo & Company797$1.26K0.00%+142+21.7%Added
UBS Group AG2,666$4.21K0.00%−1,963−42.4%Reduced
Advisor Group Holdings, Inc.5,610$8.86K0.00%+500+9.8%Added
Rhumbline Advisers6,471$10.2K0.00%00.0%Unchanged
Citigroup Inc9,133$14.4K0.00%+9,133New
Roble, Belko & Company, Inc10,000$16.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd10,945$17.3K0.00%+10,945New
Marathon Capital Management12,250$19.4K0.00%−25,000−67.1%Reduced
Everett Harris & Co12,700$20.1K0.00%00.0%Unchanged
Pacific Global Investment Management CO14,000$22.1K0.00%+1,250+9.8%Added
Robertson Stephens Wealth Management, LLC15,000$23.7K0.00%−5,000−25.0%Reduced
US Bancorp15,645$24.7K0.00%00.0%Unchanged
Coury Firm Asset Management LLC16,100$25.4K0.04%−1,500−8.5%Reduced
Engineers Gate Manager LP16,302$25.8K0.00%00.0%Unchanged
Summit Asset Management, LLC16,560$26.2K0.01%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.16,887$26.7K0.00%−1,000−5.6%Reduced
Millennium Management LLC17,246$27.2K0.00%−79,664−82.2%Reduced
The PNC Financial Services Group, Inc.18,000$28.4K0.00%00.0%Unchanged
Barclays PLC22,056$34.8K0.00%+22,056New
Atom Investors LP22,686$35.8K0.01%−5,533−19.6%Reduced
Charles Schwab Investment Management Inc22,696$35.9K0.00%00.0%Unchanged
Morgan Stanley23,951$37.8K0.00%−1,999−7.7%Reduced
LPL Financial LLC34,183$54.0K0.00%+34,183New
Wellington Shields & Co., LLC35,393$55.9K0.01%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.37,149$58.7K0.04%−1,704−4.4%Reduced
Bank of New York Mellon Corp44,593$70.5K0.00%−18,210−29.0%Reduced
Price T Rowe Associates Inc58,400$93.0K0.00%00.0%Unchanged
Wealth Effects LLC69,060$109.1K0.05%+9,500+16.0%Added
Leonteq Securities AG74,994$119.2K0.01%00.0%Unchanged
Polar Capital Holdings Plc76,687$121.2K0.00%00.0%Unchanged
Susquehanna International Group, LLP77,879$123.0K0.00%+77,879New
Independent Advisor Alliance101,305$160.1K0.01%+10,000+11.0%Added
GMT Capital Corp126,581$200.0K0.01%00.0%Unchanged
Dimensional Fund Advisors LP135,238$213.7K0.00%−948−0.7%Reduced
Northern Trust Corp139,648$220.6K0.00%+56,833+68.6%Added
Citadel Advisors LLC151,193$238.9K0.00%−22,281−12.8%Reduced
Royal Bank of Canada155,439$246.0K0.00%−790−0.5%Reduced
State of Wyoming190,265$300.6K0.06%+54,010+39.6%Added
Kovack Advisors, Inc.191,907$303.2K0.04%+11,488+6.4%Added
State Street Corp194,689$307.6K0.00%00.0%Unchanged
Verition Fund Management LLC239,585$378.5K0.01%+37,277+18.4%Added
Bridgeway Capital Management, LLC249,700$394.5K0.01%−76,200−23.4%Reduced
Renaissance Technologies LLC289,700$458.0K0.00%+24,700+9.3%Added
Legato Capital Management LLC472,150$746.0K0.11%−22,573−4.6%Reduced
Geode Capital Management, LLC539,070$852.0K0.00%+91,765+20.5%Added
AlphaCentric Advisors LLC600,000$948.0K0.54%+50,000+9.1%Added
Prescott Group Capital Management, L.L.C.722,720$1.14M0.25%00.0%Unchanged
BlackRock Inc.1,072,277$1.69M0.00%+34,858+3.4%Added
Essex Investment Management Co LLC1,309,108$2.07M0.34%−25,826−1.9%Reduced
Vanguard Group Inc2,183,230$3.45M0.00%+7,646+0.4%Added
Archon Capital Management LLC2,678,275$4.23M1.90%+223,790+9.1%Added
Arbiter Partners Capital Management LLC2,678,807$4.23M7.61%+105,693+4.1%Added
Lagoda Investment Management, L.P.3,249,785$5.13M3.37%+176,150+5.7%Added
Redmile Group, LLC5,765,792$9.11M0.43%−608,106−9.5%Reduced
DAFNA Capital Management LLC13,680,554$21.6M6.72%00.0%Unchanged
Opaleye Management Inc.0$00.00%−3,074,995−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−97,200−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−84,790−100.0%Sold out
Two Sigma Investments, LP0$00.00%−44,328−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,284−100.0%Sold out
BDO Wealth Advisors, LLC––––Not filed