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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 2026

Institutional positions in Stereotaxis, Inc. as of Mar 31, 2026. 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
115
+12 vs. Q4 2025
Shares held
42.9M
+3.90M (+10.0%) vs. Q4 2025
Total value
$79.0M
−$10.8M (−12.0%) vs. Q4 2025
New holders
24
22 more added
Sold out
12
44 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 2026: 115 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 2026: $79.0M
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 2026

Shares, value and share of portfolio for each institution holding Stereotaxis, Inc.; share changes are against Q4 2025.

Institutions holding STXS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Caitong International Asset Management Co., Ltd1$20.00%+1New
SJS Investment Consulting Inc.2$40.00%+2New
SBI Securities Co., Ltd.3$60.00%+3New
IFP Advisors, Inc5$90.00%−2−28.6%Reduced
Basecamp Wealth Advisors LLC18$330.00%+18New
Sunbelt Securities, Inc.43$790.00%00.0%Unchanged
Rothschild Investment LLC46$850.00%+46New
True Wealth Design, LLC52$960.00%−4−7.1%Reduced
Advisor Group Holdings, Inc.60$1100.00%−201−77.0%Reduced
MAI Capital Management68$1260.00%−1,182−94.6%Reduced
Essential Partners LLC81$1490.00%+72+800.0%Added
GAMMA Investing LLC98$1800.00%−1,703−94.6%Reduced
Clark Wealth Partners100$1840.00%00.0%Unchanged
Allworth Financial LP246$4530.00%+232+1,657.1%Added
EverSource Wealth Advisors, LLC310$5710.00%−12−3.7%Reduced
Sterling Capital Management LLC501$9220.00%−139−21.7%Reduced
Avion Wealth1,000$1.00K0.00%+1,000New
Jones Financial Companies LLLP750$1.36K0.00%00.0%Unchanged
Deutsche Bank AG1,016$1.87K0.00%−50,568−98.0%Reduced
UBS Asset Management Americas Inc1,261$2.32K0.00%+1,261New
Hickory Point Bank & Trust1,500$2.76K0.00%+1,500New
Larson Financial Group LLC2,622$4.82K0.00%00.0%Unchanged
Clayton Financial Group LLC2,700$4.97K0.00%+2,700New
Group One Trading, L.P.2,742$5.04K0.00%−7,846−74.1%Reduced
Nisa Investment Advisors, LLC2,794$5.14K0.00%−8,229−74.7%Reduced
California State Teachers Retirement System3,282$6.04K0.00%−450−12.1%Reduced
Citigroup Inc3,339$6.14K0.00%+1,635+96.0%Added
Smartleaf Asset Management LLC3,480$6.19K0.00%−31−0.9%Reduced
Farther Finance Advisors, LLC3,851$7.12K0.00%+3,851New
Rockefeller Capital Management L.P.4,450$8.19K0.00%−300−6.3%Reduced
Legal & General Group Plc4,733$8.71K0.00%−875−15.6%Reduced
CWM, LLC4,988$9.18K0.00%+3,108+165.3%Added
Ameritas Investment Partners, Inc.5,370$9.88K0.00%00.0%Unchanged
Russell Investments Group, Ltd.5,865$10.8K0.00%−162−2.7%Reduced
New York State Common Retirement Fund7,600$14.0K0.00%00.0%Unchanged
Roble, Belko & Company, Inc10,000$18.0K0.00%00.0%Unchanged
Daytona Street Capital LLC10,000$18.9K0.02%00.0%Unchanged
Benin Management CORP10,500$19.3K0.00%+10,500New
Abel Hall, LLC10,826$19.9K0.00%−12,131−52.8%Reduced
LPL Financial LLC10,900$20.1K0.00%−76,459−87.5%Reduced
Tower Research Capital LLC (TRC)12,158$22.4K0.00%+7,650+169.7%Added
RSM US Wealth Management LLC13,480$24.8K0.00%−31−0.2%Reduced
Tradewinds Capital Management, LLC13,600$25.0K0.00%+5,600+70.0%Added
WealthPLAN Partners, LLC13,665$25.1K0.00%+1,000+7.9%Added
BNP Paribas Arbitrage, SA14,434$26.6K0.00%+248+1.7%Added
Intech Investment Management LLC16,768$30.9K0.00%−9,024−35.0%Reduced
The PNC Financial Services Group, Inc.17,181$31.6K0.00%00.0%Unchanged
Alliancebernstein L.P.13,780$31.7K0.00%00.0%Unchanged
Polar Capital Holdings Plc17,665$32.5K0.00%00.0%Unchanged
Investors Research Corp17,950$33.0K0.01%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey17,997$33.1K0.00%00.0%Unchanged
Raymond James Financial Inc19,033$35.0K0.00%−10−0.1%Reduced
Manufacturers Life Insurance Company, The19,267$35.5K0.00%−1,326−6.4%Reduced
Verition Fund Management LLC22,000$40.5K0.00%00.0%Unchanged
Summit Asset Management, LLC22,500$41.4K0.01%00.0%Unchanged
Wells Fargo & Company22,627$41.6K0.00%−43,825−65.9%Reduced
Squarepoint Ops LLC23,908$44.0K0.00%+23,908New
JPMorgan Chase & Co27,291$48.6K0.00%+1,031+3.9%Added
Invesco Ltd.26,418$48.6K0.00%−60.0%Reduced
Forum Financial Management, LP26,518$48.8K0.00%00.0%Unchanged
Qube Research & Technologies Ltd28,015$51.5K0.00%−24,161−46.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.28,901$53.2K0.00%+720+2.6%Added
FMR LLC28,960$53.3K0.00%−12,187−29.6%Reduced
Thompson Davis & Co., Inc.29,999$55.2K0.04%+4,800+19.0%Added
Wealthspire Advisors, LLC31,500$58.0K0.00%+31,500New
Z3 Capital Partners, LLC34,000$62.6K0.02%00.0%Unchanged
Vanguard Global Advisers, LLC34,392$63.3K0.00%+34,392New
Cherry Creek Investment Advisors, Inc.36,216$66.6K0.03%−21,351−37.1%Reduced
Wellington Shields & Co., LLC40,079$73.7K0.02%−2,448−5.8%Reduced
XTX Topco Ltd44,576$82.0K0.00%+44,576New
Bank of America Corp49,747$91.5K0.00%−40,881−45.1%Reduced
Susquehanna International Group, LLP50,384$92.7K0.00%−28,471−36.1%Reduced
TCFG Wealth Management, LLC64,015$117.8K0.04%−1,000−1.5%Reduced
TCFG Investment Advisors, LLC64,015$117.8K0.04%+64,015New
AQR Capital Management LLC65,271$120.1K0.00%+30,781+89.2%Added
Barclays PLC67,826$124.8K0.00%−82,420−54.9%Reduced
HSBC Holdings PLC68,605$124.9K0.00%00.0%Unchanged
Wealth Effects LLC68,500$126.0K0.04%−560−0.8%Reduced
Millennium Management LLC68,616$126.3K0.00%+68,616New
Nuveen, LLC73,990$136.1K0.00%00.0%Unchanged
Leonteq Securities AG74,994$138.0K0.01%00.0%Unchanged
Kovack Advisors, Inc.108,904$201.5K0.01%−30,814−22.1%Reduced
Price T Rowe Associates Inc116,921$216.0K0.00%+21,700+22.8%Added
GMT Capital Corp126,581$232.9K0.01%+126,581New
Morgan Stanley130,803$240.7K0.00%−61,045−31.8%Reduced
Rhumbline Advisers132,353$243.5K0.00%−1,362−1.0%Reduced
Envestnet Asset Management Inc135,772$249.8K0.00%−29,909−18.1%Reduced
Royal Bank of Canada161,183$297.0K0.00%+2,334+1.5%Added
Charles Schwab Investment Management Inc172,747$317.9K0.00%−17,640−9.3%Reduced
Bank of New York Mellon Corp195,976$360.6K0.00%−7,857−3.9%Reduced
Independent Advisor Alliance200,985$369.8K0.00%+2,600+1.3%Added
Captrust Financial Advisors221,020$406.7K0.00%+221,020New
Bridgeway Capital Management, LLC221,475$407.5K0.01%00.0%Unchanged
UBS Group AG237,278$436.6K0.00%+11,669+5.2%Added
Prescott Group Capital Management, L.L.C.237,495$437.0K0.04%−663,757−73.6%Reduced
Goldman Sachs Group Inc269,046$495.0K0.00%+62,511+30.3%Added
Vanguard Portfolio Management LLC368,629$678.3K0.00%+368,629New
Renaissance Technologies LLC372,600$685.6K0.00%−75,800−16.9%Reduced
Sequoia Financial Advisors, LLC380,652$700.4K0.00%+380,652New
Northern Trust Corp496,926$914.3K0.00%+23,471+5.0%Added