Solarmax TechnologySMXT

13F holders, Q2 2024 (June 30)
30holders +9
19new positions
11sold out
1famous investor
$3.31avg. 13F price*

At the end of Q2 2024, 30 institutions reported holding Solarmax Technology Inc. (SMXT) in their 13F filings, up 9 from Q1 2024. 19 opened new positions and 11 sold out. The largest holders were Invesco Ltd. ($1.1M), Millennium Management ($829K) and Morgan Stanley ($545K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Solarmax Technology Inc.
CUSIP
83419H103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 21Q1 2024Q2 2024: 30Q2 2024Q3 2024: 38Q3 2024Q4 2024: 39Q4 2024Q1 2025: 39Q1 2025Q2 2025: 36Q2 2025Q3 2025: 27Q3 2025Q4 2025: 20Q4 2025Q1 2026: 20Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions19$2.0M
Exits11$1.7M

All 13F filers, Q1 2024 → Q2 2024: 831,510 shares bought and 730,150 shares sold, net +101,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Invesco Ltd. 0.00% New 336,848 $1.1M
Millennium Management 0.00% Add +30.4% 251,987 $829K
Morgan Stanley 0.00% Reduce -72.8% 165,639 $545K
Geode Capital Management, LLC 0.00% Add +331.3% 111,880 $368K
BlackRock Inc. 0.00% Add +257.3% 86,839 $286K
Goldman Sachs Group Inc. 0.00% New 76,023 $250K
HRT Financial LP 0.00% Reduce -33.2% 58,597 $192K
Barclays PLC 0.00% New 47,251 $155K
Charles Schwab Investment Management Inc. 0.00% New 32,585 $107K
Citigroup Inc. 0.00% Reduce -23.2% 28,740 $95K
Vanguard Group Inc. 0.00% New 28,415 $93K
Concurrent Investment Advisors, LLC 0.00% Add +76.1% 24,650 $81K
New York State Common Retirement Fund 0.00% New 23,600 $78K
Bank of Montreal 0.00% New 13,420 $74K
State Street Corp. 0.00% New 19,378 $64K
Susquehanna International Group, LLP 0.00% New 14,903 $49K
Marshall Wace, LLP 0.00% Reduce -13.9% 10,260 $34K
Qube Research & Technologies Ltd 0.00% New 7,872 $26K
Rhumbline Advisers 0.00% New 5,402 $18K
JPMorgan Chase & Co. 0.00% Reduce -93.2% 3,958 $13K
Corebridge Financial, Inc. 0.00% — 2,737 $9K
Bank of America Corp. 0.00% Reduce -70.0% 2,606 $9K
Wells Fargo & Company 0.00% New 1,979 $7K
UBS Group AG 0.00% New 1,545 $5K
Tower Research Capital LLC (TRC) 0.00% New 1,525 $5K
BNP Paribas Financial Markets 0.00% New 1,300 $4K
Royal Bank of Canada 0.00% New 479 $2K
Ameritas Investment Partners, Inc. 0.00% New 498 $2K
California State Teachers Retirement System 0.00% New 369 $1K
Amalgamated Bank 0.00% New 176 $1K

"% of holder's portfolio" is SMXT's weight in each manager's 13F, not the share of Solarmax Technology Inc. the manager owns.