Monogram TechnologiesMGRM
13F holders, Q2 2025 (June 30)49holders +7
8new positions
3sold out
$2.89avg. 13F price*
At the end of Q2 2025, 49 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings, up 7 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($2.9M), Geode Capital Management, LLC ($703K) and Focus Partners Advisor Solutions, LLC ($618K).
- Company
- Monogram Technologies Inc.
- CUSIP
- 609786108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $211K |
| Exits | 3 | $47K |
All 13F filers, Q1 2025 → Q2 2025: 218,512 shares bought and 42,235 shares sold, net +176,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Vanguard Group Inc. | 0.00% | Add +12.1% | 1,004,788 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 243,378 | $703K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 213,678 | $618K |
| BlackRock, Inc. | 0.00% | Add +13.1% | 110,585 | $320K |
| State Street Corp. | 0.00% | No change | 78,000 | $225K |
| Susquehanna International Group, LLP | 0.00% | Add +9.1% | 59,811 | $173K |
| Northern Trust Corp. | 0.00% | No change | 50,963 | $147K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 40,857 | $118K |
| New Harbor Financial Group, LLC | 0.02% | No change | 29,348 | $85K |
| Goldman Sachs Group Inc. | 0.00% | Add +139.2% | 28,906 | $84K |
| UBS Group AG | 0.00% | New | 25,128 | $73K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 19,669 | $57K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +15.4% | 13,850 | $40K |
| Jane Street Group, LLC | 0.00% | Reduce -35.0% | 12,631 | $37K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,666 | $34K |
| LPL Financial LLC | 0.00% | New | 10,927 | $32K |
| Crestwood Advisors Group, LLC | 0.00% | New | 10,000 | $29K |
| Raymond James Financial Inc. | 0.00% | New | 6,391 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 6,000 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 4,237 | $12K |
| Morgan Stanley | 0.00% | Reduce -71.8% | 4,197 | $12K |
| Wells Fargo & Company | 0.00% | Reduce -67.5% | 3,900 | $11K |
| Evolution Wealth Management Inc. | 0.01% | — | 3,896 | $11K |
| Bank of America Corp. | 0.00% | Add +1.7% | 2,730 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 2,000 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,000 | $6K |
| Citigroup Inc. | 0.00% | No change | 2,000 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,896 | $5K |
| Cwm, LLC | 0.00% | No change | 1,674 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +18.2% | 1,515 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +68.8% | 1,435 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,396 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,396 | $3K |
| MAI Capital Management | 0.00% | No change | 1,000 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 1,000 | $2K |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 690 | $2K |
| MCF Advisors LLC | 0.00% | No change | 652 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 511 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 455 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 334 | $966 |
| Whittier Trust Co. | 0.00% | No change | 300 | $867 |
| Park Square Financial Group, LLC | 0.00% | No change | 276 | $798 |
| Ameritas Advisory Services, LLC | 0.00% | New | 266 | $769 |
| Toth Financial Advisory Corp. | 0.00% | Reduce -50.0% | 250 | $723 |
| Fortitude Family Office, LLC | 0.00% | New | 187 | $540 |
| Transce3nd, LLC | 0.00% | No change | 138 | $399 |
| Winch Advisory Services, LLC | 0.00% | No change | 130 | $376 |
| Hollencrest Capital Management | 0.00% | No change | 80 | $231 |
"% of holder's portfolio" is MGRM's weight in each manager's 13F, not the share of Monogram Technologies Inc. the manager owns.