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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, Q4 2023

Institutional positions in Stereotaxis, Inc. as of Dec 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
61
+4 vs. Q3 2023
Shares held
37.3M
−660.8K (−1.7%) vs. Q3 2023
Total value
$65.2M
+$5.29M (+8.8%) vs. Q3 2023
New holders
10
23 more added
Sold out
6
13 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 61 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 heldQ4 2023: $65.2M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Stereotaxis, Inc.; share changes are against Q3 2023.

Institutions holding STXS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DAFNA Capital Management LLC13,680,554$23.9M5.74%00.0%Unchanged
Redmile Group, LLC3,402,443$5.95M0.21%−2,363,349−41.0%Reduced
Lagoda Investment Management, L.P.3,233,935$5.66M3.85%−15,850−0.5%Reduced
Archon Capital Management LLC2,978,275$5.21M2.15%+300,000+11.2%Added
Arbiter Partners Capital Management LLC2,755,693$4.82M9.74%+76,886+2.9%Added
Vanguard Group Inc2,426,529$4.25M0.00%+243,299+11.1%Added
Essex Investment Management Co LLC1,175,678$2.06M0.41%−133,430−10.2%Reduced
BlackRock Inc.1,073,093$1.88M0.00%+816+0.1%Added
Prescott Group Capital Management, L.L.C.823,652$1.44M0.25%+100,932+14.0%Added
Geode Capital Management, LLC609,359$1.07M0.00%+70,289+13.0%Added
AlphaCentric Advisors LLC600,000$1.05M0.70%00.0%Unchanged
Legato Capital Management LLC472,150$826.3K0.11%00.0%Unchanged
Renaissance Technologies LLC311,600$545.0K0.00%+21,900+7.6%Added
Bridgeway Capital Management, LLC249,700$437.0K0.01%00.0%Unchanged
State of Wyoming243,376$425.9K0.08%+53,111+27.9%Added
Verition Fund Management LLC240,124$420.2K0.00%+539+0.2%Added
Kovack Advisors, Inc.224,400$392.7K0.05%+32,493+16.9%Added
State Street Corp194,689$340.7K0.00%00.0%Unchanged
Citigroup Inc193,828$339.2K0.00%+184,695+2,022.3%Added
Independent Advisor Alliance169,805$297.2K0.01%+68,500+67.6%Added
Jane Street Group, LLC159,398$278.9K0.00%+159,398New
683 Capital Management, LLC157,719$276.0K0.03%+157,719New
Royal Bank of Canada155,640$272.0K0.00%+201+0.1%Added
Qube Research & Technologies Ltd144,714$253.3K0.00%+133,769+1,222.2%Added
Northern Trust Corp139,648$244.4K0.00%00.0%Unchanged
Dimensional Fund Advisors LP131,359$229.9K0.00%−3,879−2.9%Reduced
Susquehanna International Group, LLP130,619$228.6K0.00%+52,740+67.7%Added
Citadel Advisors LLC123,023$215.3K0.00%−28,170−18.6%Reduced
Bank of America Corp112,527$196.9K0.00%+112,527New
Bank of New York Mellon Corp75,668$132.4K0.00%+31,075+69.7%Added
Leonteq Securities AG74,994$131.2K0.02%00.0%Unchanged
Millennium Management LLC72,606$127.1K0.00%+55,360+321.0%Added
Polar Capital Holdings Plc69,727$122.0K0.00%−6,960−9.1%Reduced
Wealth Effects LLC69,560$121.7K0.05%+500+0.7%Added
ExodusPoint Capital Management, LP62,818$110.0K0.00%+62,818New
Price T Rowe Associates Inc58,400$103.0K0.00%00.0%Unchanged
Morgan Stanley58,162$101.8K0.00%+34,211+142.8%Added
LPL Financial LLC38,323$67.1K0.00%+4,140+12.1%Added
Wellington Shields & Co., LLC37,193$65.1K0.02%+1,800+5.1%Added
Investors Research Corp35,950$62.9K0.02%+35,950New
Boothbay Fund Management, LLC34,005$59.5K0.00%+34,005New
Y-Intercept (Hong Kong) Ltd32,537$56.9K0.01%+32,537New
Cherry Creek Investment Advisors, Inc.29,802$52.2K0.03%−7,347−19.8%Reduced
Charles Schwab Investment Management Inc22,696$39.7K0.00%00.0%Unchanged
JPMorgan Chase & Co22,154$38.8K0.00%+22,042+19,680.4%Added
Virtu Financial LLC20,951$37.0K0.00%+20,951New
The PNC Financial Services Group, Inc.18,000$31.5K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.16,887$29.6K0.00%00.0%Unchanged
Summit Asset Management, LLC15,500$27.1K0.01%−1,060−6.4%Reduced
Engineers Gate Manager LP14,818$25.9K0.00%−1,484−9.1%Reduced
Pacific Global Investment Management CO14,650$25.6K0.01%+650+4.6%Added
Marathon Capital Management12,250$21.4K0.01%00.0%Unchanged
Roble, Belko & Company, Inc10,000$18.0K0.00%00.0%Unchanged
RSM US Wealth Management LLC10,000$17.5K0.00%+10,000New
Rhumbline Advisers6,471$11.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,510$7.89K0.00%−1,100−19.6%Reduced
Barclays PLC3,568$6.24K0.00%−18,488−83.8%Reduced
Central Trust Co1,000$1.75K0.00%+1,000New
Wells Fargo & Company524$9160.00%−273−34.3%Reduced
Aspire Private Capital, LLC200$3500.00%00.0%Unchanged
UBS Group AG136$2380.00%−2,530−94.9%Reduced
GMT Capital Corp0$00.00%−126,581−100.0%Sold out
Atom Investors LP0$00.00%−22,686−100.0%Sold out
US Bancorp0$00.00%−15,645−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−15,000−100.0%Sold out
Everett Harris & Co0$00.00%−12,700−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,167−100.0%Sold out
Coury Firm Asset Management LLC––––Not filed