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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $74.1M |
| Q1 2026 | 115 | $79.0M |
| Q4 2025 | 105 | $98.3M |
| Q3 2025 | 104 | $130.3M |
| Q2 2025 | 87 | $86.3M |
| Q1 2025 | 88 | $69.6M |
| Q4 2024 | 86 | $94.0M |
| Q3 2024 | 84 | $82.5M |
| Q2 2024 | 73 | $73.2M |
| Q1 2024 | 81 | $105.7M |
| Q4 2023 | 61 | $65.2M |
| Q3 2023 | 58 | $59.9M |
| Q2 2023 | 59 | $61.1M |
| Q1 2023 | 68 | $69.9M |
| Q4 2022 | 74 | $73.8M |
| Q3 2022 | 71 | $65.1M |
| Q2 2022 | 85 | $67.3M |
| Q1 2022 | 93 | $150.1M |
| Q4 2021 | 97 | $263.4M |
| Q3 2021 | 104 | $230.6M |
| Q2 2021 | 99 | $423.1M |
| Q1 2021 | 81 | $291.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Stereotaxis, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 136 | $238 | 0.00% | −2,530−94.9% | Reduced |
| Aspire Private Capital, LLC | 200 | $350 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 524 | $916 | 0.00% | −273−34.3% | Reduced |
| Central Trust Co | 1,000 | $1.75K | 0.00% | +1,000 | New |
| Barclays PLC | 3,568 | $6.24K | 0.00% | −18,488−83.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,510 | $7.89K | 0.00% | −1,100−19.6% | Reduced |
| Rhumbline Advisers | 6,471 | $11.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,000 | $17.5K | 0.00% | +10,000 | New |
| Roble, Belko & Company, Inc | 10,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 12,250 | $21.4K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 14,650 | $25.6K | 0.01% | +650+4.6% | Added |
| Engineers Gate Manager LP | 14,818 | $25.9K | 0.00% | −1,484−9.1% | Reduced |
| Summit Asset Management, LLC | 15,500 | $27.1K | 0.01% | −1,060−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,887 | $29.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,951 | $37.0K | 0.00% | +20,951 | New |
| JPMorgan Chase & Co | 22,154 | $38.8K | 0.00% | +22,042+19,680.4% | Added |
| Charles Schwab Investment Management Inc | 22,696 | $39.7K | 0.00% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 29,802 | $52.2K | 0.03% | −7,347−19.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,537 | $56.9K | 0.01% | +32,537 | New |
| Boothbay Fund Management, LLC | 34,005 | $59.5K | 0.00% | +34,005 | New |
| Investors Research Corp | 35,950 | $62.9K | 0.02% | +35,950 | New |
| Wellington Shields & Co., LLC | 37,193 | $65.1K | 0.02% | +1,800+5.1% | Added |
| LPL Financial LLC | 38,323 | $67.1K | 0.00% | +4,140+12.1% | Added |
| Morgan Stanley | 58,162 | $101.8K | 0.00% | +34,211+142.8% | Added |
| Price T Rowe Associates Inc | 58,400 | $103.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 62,818 | $110.0K | 0.00% | +62,818 | New |
| Wealth Effects LLC | 69,560 | $121.7K | 0.05% | +500+0.7% | Added |
| Polar Capital Holdings Plc | 69,727 | $122.0K | 0.00% | −6,960−9.1% | Reduced |
| Millennium Management LLC | 72,606 | $127.1K | 0.00% | +55,360+321.0% | Added |
| Leonteq Securities AG | 74,994 | $131.2K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 75,668 | $132.4K | 0.00% | +31,075+69.7% | Added |
| Bank of America Corp | 112,527 | $196.9K | 0.00% | +112,527 | New |
| Citadel Advisors LLC | 123,023 | $215.3K | 0.00% | −28,170−18.6% | Reduced |
| Susquehanna International Group, LLP | 130,619 | $228.6K | 0.00% | +52,740+67.7% | Added |
| Dimensional Fund Advisors LP | 131,359 | $229.9K | 0.00% | −3,879−2.9% | Reduced |
| Northern Trust Corp | 139,648 | $244.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 144,714 | $253.3K | 0.00% | +133,769+1,222.2% | Added |
| Royal Bank of Canada | 155,640 | $272.0K | 0.00% | +201+0.1% | Added |
| 683 Capital Management, LLC | 157,719 | $276.0K | 0.03% | +157,719 | New |
| Jane Street Group, LLC | 159,398 | $278.9K | 0.00% | +159,398 | New |
| Independent Advisor Alliance | 169,805 | $297.2K | 0.01% | +68,500+67.6% | Added |
| Citigroup Inc | 193,828 | $339.2K | 0.00% | +184,695+2,022.3% | Added |
| State Street Corp | 194,689 | $340.7K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 224,400 | $392.7K | 0.05% | +32,493+16.9% | Added |
| Verition Fund Management LLC | 240,124 | $420.2K | 0.00% | +539+0.2% | Added |
| State of Wyoming | 243,376 | $425.9K | 0.08% | +53,111+27.9% | Added |
| Bridgeway Capital Management, LLC | 249,700 | $437.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 311,600 | $545.0K | 0.00% | +21,900+7.6% | Added |
| Legato Capital Management LLC | 472,150 | $826.3K | 0.11% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 600,000 | $1.05M | 0.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 609,359 | $1.07M | 0.00% | +70,289+13.0% | Added |
| Prescott Group Capital Management, L.L.C. | 823,652 | $1.44M | 0.25% | +100,932+14.0% | Added |
| BlackRock Inc. | 1,073,093 | $1.88M | 0.00% | +816+0.1% | Added |
| Essex Investment Management Co LLC | 1,175,678 | $2.06M | 0.41% | −133,430−10.2% | Reduced |
| Vanguard Group Inc | 2,426,529 | $4.25M | 0.00% | +243,299+11.1% | Added |
| Arbiter Partners Capital Management LLC | 2,755,693 | $4.82M | 9.74% | +76,886+2.9% | Added |
| Archon Capital Management LLC | 2,978,275 | $5.21M | 2.15% | +300,000+11.2% | Added |
| Lagoda Investment Management, L.P. | 3,233,935 | $5.66M | 3.85% | −15,850−0.5% | Reduced |
| Redmile Group, LLC | 3,402,443 | $5.95M | 0.21% | −2,363,349−41.0% | Reduced |
| DAFNA Capital Management LLC | 13,680,554 | $23.9M | 5.74% | 00.0% | Unchanged |
| GMT Capital Corp | 0 | $0 | 0.00% | −126,581−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,686−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −15,645−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Coury Firm Asset Management LLC | – | – | – | – | Not filed |