Staar SurgicalSTAA

13F holders, Q1 2024 (March 31)
197holders
5famous investors
$38.30avg. 13F price*

At the end of Q1 2024, 197 institutions reported holding Staar Surgical Co. (STAA) in their 13F filings. The largest holders were Broadwood Capital Inc. ($412.2M), BlackRock Inc. ($295.6M) and Vanguard Group Inc. ($209.7M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Staar Surgical Co.
CUSIP
852312305
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 197Q1 2024Q2 2024: 224Q2 2024Q3 2024: 236Q3 2024Q4 2024: 212Q4 2024Q1 2025: 185Q1 2025Q2 2025: 170Q2 2025Q3 2025: 196Q3 2025Q4 2025: 201Q4 2025Q1 2026: 187Q1 2026Q2 2026: 201Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$27.5M
Exits44$116.5M

Ownership 197 holders

Broadwood Capital Inc. 30.97% Add +2.2% 10,768,430 $412.2M
BlackRock Inc. 0.01% Reduce -5.3% 7,723,303 $295.6M
Vanguard Group Inc. 0.00% Add +0.2% 5,477,320 $209.7M
Baillie Gifford & Co. 0.12% Reduce -7.5% 4,114,900 $157.5M
State Street Corp. 0.00% Add +0.1% 1,936,260 $74.1M
Palo Alto Investors LP 5.96% Add +0.2% 1,379,590 $52.8M
Geode Capital Management, LLC 0.00% Add +3.9% 1,100,182 $42.1M
Resona Asset Management Co.,Ltd. 0.22% — 984,331 $37.7M
Morgan Stanley 0.00% Add +44.7% 941,887 $36.1M
Bank of America Corp. 0.00% Add +120.0% 867,296 $33.2M
Defender Capital, LLC. 9.51% Add +1.1% 730,387 $28.0M
Geneva Capital Management LLC 0.48% Reduce -22.5% 711,194 $27.2M
Ensign Peak Advisors, Inc 0.04% Add +25.4% 536,620 $20.5M
Northern Trust Corp. 0.00% Reduce -0.7% 520,844 $19.9M
Yunqi Capital Ltd 13.64% Add +162.0% 515,300 $19.7M
Royal Bank of Canada 0.00% Add +18.2% 475,431 $18.2M
Artisan Partners Limited Partnership 0.03% Add +64.7% 469,316 $18.0M
Voloridge Investment Management, LLC 0.06% Reduce -35.9% 434,730 $16.6M
Charles Schwab Investment Management Inc. 0.00% Add +6.9% 416,596 $15.9M
Bank of New York Mellon Corp 0.00% Reduce -0.8% 399,510 $15.3M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -1.8% 394,904 $15.1M
Dimensional Fund Advisors LP 0.00% Reduce -0.9% 365,233 $14.0M
APEIRON CAPITAL Ltd 6.80% Reduce -0.1% 351,312 $13.4M
American Capital Management Inc. 0.42% Add +60.4% 342,740 $13.1M
Principal Financial Group Inc. 0.01% Add +7.7% 302,669 $11.6M
BNP Paribas Financial Markets 0.01% Add +3.1% 290,243 $11.1M
Goldman Sachs Group Inc. 0.00% Reduce -15.8% 245,209 $9.4M
Marshall Wace, LLP 0.01% Add +26.4% 207,997 $8.0M
Assenagon Asset Management S.A. 0.02% New 204,613 $7.8M
Citadel Advisors 0.01% Reduce -50.1% 203,818 $7.8M
Nuveen Asset Management, LLC 0.00% Reduce -12.0% 177,573 $6.8M
Janus Henderson Group PLC 0.00% Reduce -2.9% 176,501 $6.8M
Legal & General Group Plc 0.00% Reduce -0.1% 172,738 $6.6M
Kornitzer Capital Management Inc. 0.11% Add +1.2% 162,725 $6.2M
Victory Capital Management Inc. 0.01% Add +60.7% 161,185 $6.2M
Invesco Ltd. 0.00% Add +7.6% 155,816 $6.0M
JPMorgan Chase & Co. 0.00% Add +46.3% 149,567 $5.7M
Ameriprise Financial Inc. 0.00% Add +1.9% 147,690 $5.7M
Rhumbline Advisers 0.01% Add +0.3% 145,736 $5.6M
Holocene Advisors, LP 0.02% Add +56.9% 132,349 $5.1M
E Fund Management Co., Ltd. 0.31% No change 132,296 $5.1M
Susquehanna International Group, LLP 0.01% Add +45.2% 121,749 $4.7M
Nicholas Company, Inc. 0.07% No change 104,919 $4.0M
Algert Global LLC 0.15% Add +49.0% 102,754 $3.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -8.6% 101,606 $3.9M
Public Sector Pension Investment Board 0.03% Reduce -1.3% 100,037 $3.8M
Millennium Management 0.00% Reduce -80.8% 97,034 $3.7M
Swiss National Bank 0.00% Add +0.8% 77,100 $3.0M
Allianz Asset Management GmbH 0.00% No change 74,900 $2.9M
Susquehanna Fundamental Investments, LLC 0.13% New 71,339 $2.7M
Intrinsic Edge Capital Management LLC 0.23% New 70,000 $2.7M
Credit Suisse AG/ 0.00% Reduce -4.2% 68,766 $2.6M
Slow Capital, Inc. 0.40% Add +47.1% 65,646 $2.5M
Alyeska Investment Group, L.P. 0.02% New 64,185 $2.5M
Two Sigma Investments, LP 0.01% New 60,937 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.5% 59,181 $2.3M
New York State Teachers Retirement System 0.00% No change 58,554 $2.2M
Alliancebernstein L.P. 0.00% Reduce -2.5% 58,430 $2.2M
Prudential Financial Inc. 0.00% Reduce -3.5% 54,612 $2.1M
Trexquant Investment LP 0.04% Add +289.5% 52,790 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Add +3.2% 51,057 $2.0M
Deutsche Bank AG 0.00% Add +3.3% 50,646 $1.9M
Rice Hall James & Associates, LLC 0.11% Reduce -0.0% 49,565 $1.9M
Jefferies Financial Group Inc. 0.04% New 47,700 $1.8M
New York State Common Retirement Fund 0.00% Add +11.2% 46,695 $1.8M
Barclays PLC 0.00% Reduce -45.0% 46,554 $1.8M
Bridgewater Associates 0.01% Reduce -14.6% 44,538 $1.7M
Capital Fund Management S.A. 0.02% Add +229.2% 42,986 $1.6M
Texas Permanent School Fund Corp. 0.01% Add +1.0% 42,577 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -2.7% 42,339 $1.6M
Northwest & Ethical Investments L.P. 0.05% No change 41,884 $1.6M
Osaic Holdings, Inc. 0.00% Add +8.9% 40,902 $1.6M
California State Teachers Retirement System 0.00% Reduce -5.9% 40,062 $1.5M
AIA Group Ltd 0.05% No change 36,833 $1.4M
Russell Investments Group, Ltd. 0.00% Add +1.5% 36,931 $1.4M
Homestead Advisers Corp 0.03% No change 35,236 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -8.0% 20,858 $1.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.88% Add +31.4% 33,500 $1.3M
Exchange Traded Concepts, LLC 0.03% Add +3.3% 32,856 $1.3M
Verition Fund Management LLC 0.01% New 31,810 $1.2M
Jane Street Group, LLC 0.00% Reduce -56.8% 31,676 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +6.4% 30,310 $1.2M
Squarepoint Ops LLC 0.00% Reduce -3.5% 30,170 $1.2M
Citigroup Inc. 0.00% Add +5.5% 29,753 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 29,732 $1.1M
Voya Investment Management LLC 0.00% Reduce -10.0% 29,725 $1.1M
WINTON GROUP Ltd 0.08% Add +131.8% 29,045 $1.1M
Renaissance Technologies 0.00% Reduce -81.3% 28,800 $1.1M
Erste Asset Management GmbH 0.01% Add +14.8% 27,153 $1.0M
LPL Financial LLC 0.00% Reduce -5.5% 26,515 $1.0M
American International Group, Inc. 0.00% Add +0.0% 26,467 $1.0M
MetLife Investment Management, LLC 0.01% No change 25,800 $988K
State Board of Administration of Florida Retirement System 0.00% Add +11.2% 15,441 $987K
Balyasny Asset Management L.P. 0.00% New 24,311 $931K
Louisiana State Employees Retirement System 0.02% Reduce -0.8% 24,200 $926K
UBS Group AG 0.00% Reduce -25.9% 24,025 $920K
D. E. Shaw & Co. 0.00% Reduce -70.5% 23,931 $916K
Wells Fargo & Company 0.00% Add +22.7% 23,914 $915K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.4% 23,250 $890K
Yousif Capital Management, LLC 0.01% Reduce -9.3% 22,121 $847K
Lighthouse Investment Partners, LLC 0.05% New 21,850 $836K
Comerica Bank 0.00% Reduce -8.9% 21,643 $828K
Maryland State Retirement & Pension System 0.02% Reduce -1.6% 17,586 $822K
Caxton Associates LP 0.05% Reduce -67.5% 20,307 $777K
Linden Thomas Advisory Services, LLC 0.12% Add +3.9% 20,252 $775K
Zions Bancorporation, N.A. 0.05% Add +9.9% 19,157 $733K
State of Tennessee, Department of Treasury 0.00% Reduce -20.7% 18,928 $725K
Williams Jones Wealth Management, LLC. 0.01% No change 18,900 $723K
Envestnet Asset Management Inc. 0.00% Add +2.1% 17,320 $663K
XTX Topco Ltd 0.09% New 17,164 $657K
Mariner, LLC 0.00% Add +4.5% 16,752 $641K
Legacy Advisors, LLC 0.08% Add +104.0% 16,535 $633K
Franklin Resources Inc. 0.00% Reduce -3.8% 15,626 $598K
Scientech Research LLC 0.31% New 15,356 $588K
Teachers Retirement System of the State of Kentucky 0.01% No change 15,297 $586K
Amalgamated Bank 0.01% Reduce -28.5% 15,133 $579K
Sei Investments Co. 0.00% Reduce -95.8% 14,693 $562K
Two Sigma Securities, LLC 0.02% New 13,117 $502K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.4% 13,100 $501K
Raymond James Financial Services Advisors, Inc. 0.00% No change 12,237 $468K
Tower Research Capital LLC (TRC) 0.01% Add +0.8% 10,930 $418K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.3% 10,925 $418K
Federation des caisses Desjardins du Quebec 0.00% No change 13,399 $418K
Grant/GrossMendelsohn, LLC 0.19% New 7,941 $415K
Arizona State Retirement System 0.00% Reduce -1.1% 10,733 $411K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 10,540 $403K
Handelsbanken Fonder AB 0.00% No change 10,500 $402K
Formula Growth Ltd. 0.12% No change 10,200 $390K
Graham Capital Management, L.P. 0.02% New 10,072 $386K
ProShare Advisors LLC 0.00% Add +8.4% 9,892 $379K
HSBC Holdings PLC 0.00% Reduce -16.9% 9,153 $350K
Dynamic Technology Lab Private Ltd 0.04% New 8,703 $333K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,639 $331K
Perigon Wealth Management, LLC 0.01% Add +17.8% 8,586 $329K
Mutual of America Capital Management LLC 0.00% Reduce -85.1% 8,408 $322K
Crossmark Global Holdings, Inc. 0.01% New 8,353 $319K
Dark Forest Capital Management LP 0.05% New 8,078 $309K
Praxis Investment Management Inc. 0.02% No change 8,010 $307K
Virtu Financial LLC 0.02% New 7,558 $289K
Qube Research & Technologies Ltd 0.00% Reduce -95.0% 7,500 $287K
HRT Financial LP 0.00% New 6,903 $264K
Cerity Partners LLC 0.00% New 6,838 $262K
Walleye Capital LLC 0.00% Reduce -75.9% 6,814 $261K
Bank of Montreal 0.00% New 6,476 $251K
Stephens Inc. 0.00% Reduce -3.0% 6,461 $247K
Public Employees Retirement Association of Colorado 0.00% Reduce -5.0% 5,024 $192K
CIBC Private Wealth Group LLC 0.00% Reduce -36.5% 4,772 $186K
Ameritas Investment Partners, Inc. 0.01% No change 4,831 $185K
Van Eck Associates Corp. 0.00% Add +7.4% 3,691 $141K
FMR LLC 0.00% Add +75.8% 3,629 $139K
SG Americas Securities, LLC 0.00% Reduce -77.1% 3,305 $127K
PNC Financial Services Group, Inc. 0.00% Add +3641.6% 2,881 $110K
Covestor Ltd 0.07% Add +39.0% 2,690 $103K
Metropolitan Life Insurance Co 0.00% Reduce -7.8% 2,584 $99K
nVerses Capital, LLC 0.21% New 2,300 $88K
Aspire Private Capital, LLC 0.02% No change 1,500 $57K
GAMMA Investing LLC 0.01% Add +313.9% 1,308 $50K
State of Wyoming 0.01% Reduce -29.1% 1,187 $45K
Quadrant Capital Group LLC 0.00% Reduce -30.6% 780 $30K
Group One Trading LLC 0.00% Reduce -60.0% 700 $27K
US Bancorp \de 0.00% Add +93.6% 515 $20K
Nisa Investment Advisors, LLC 0.00% Add +9.9% 489 $19K
Colonial Trust Advisors 0.00% No change 400 $15K
Cwm, LLC 0.00% Add +23.3% 281 $11K
Leonteq Securities AG 0.00% Reduce -67.2% 256 $10K
Fifth Third Bancorp 0.00% Add +1533.3% 245 $9K
Summit Securities Group LLC 0.00% New 209 $8K
Headlands Technologies LLC 0.00% New 208 $8K
Principal Securities, Inc. 0.00% Reduce -34.6% 102 $4K
Toth Financial Advisory Corp. 0.00% No change 100 $4K
Allworth Financial LP 0.00% Reduce -79.2% 76 $3K
Custom Portfolio Group LLC 0.00% New 75 $3K
Rise Advisors, LLC 0.00% No change 60 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 58 $2K
Caitlin John, LLC 0.00% No change 56 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.3% 46 $2K
Farther Finance Advisors, LLC 0.00% Reduce -74.4% 51 $2K
Versant Capital Management, Inc 0.00% New 48 $2K
Bell Investment Advisors, Inc 0.00% No change 47 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 32 $1K
Quarry LP 0.00% New 28 $1K
Signaturefd, LLC 0.00% Reduce -37.2% 27 $1K
Lazard Asset Management LLC 0.00% Reduce -95.7% 31 $1K
Beacon Capital Management, LLC 0.00% New 25 $957
SYSTM Wealth Solutions LLC 0.00% No change 25 $957
Farmers & Merchants Investments Inc. 0.00% No change 25 $957
UMB Bank, n.a. 0.00% New 20 $766
CENTRAL TRUST Co 0.00% No change 19 $728
AlphaQuest LLC 0.00% Reduce -99.7% 16 $612
Private Wealth Management Group, LLC 0.00% New 14 $536
Parkside Financial Bank & Trust 0.00% New 9 $345
Avior Wealth Management, LLC 0.00% New 9 $344
Mather Group, Llc. 0.00% New 10 $312
PFG Private Wealth Management, LLC 0.00% No change 7 $268
Abound Wealth Management 0.00% No change 7 $268
Global Retirement Partners, LLC 0.00% No change 7 $268
Rothschild Investment LLC 0.00% New 5 $191

"% of holder's portfolio" is STAA's weight in each manager's 13F, not the share of Staar Surgical Co. the manager owns.