StereotaxisSTXS

13F holders, Q4 2024 (December 31)
86holders +2
7new positions
8sold out
2famous investors
$2.28avg. 13F price*

At the end of Q4 2024, 86 institutions reported holding Stereotaxis Inc. (STXS) in their 13F filings, up 2 from Q3 2024. 7 opened new positions and 8 sold out. The largest holders were DAFNA Capital Management LLC ($31.2M), Lagoda Investment Management, L.P. ($9.4M) and BlackRock, Inc. ($8.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Stereotaxis Inc.
CUSIP
85916J409
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 81Q1 2024Q2 2024: 73Q2 2024Q3 2024: 84Q3 2024Q4 2024: 86Q4 2024Q1 2025: 88Q1 2025Q2 2025: 87Q2 2025Q3 2025: 104Q3 2025Q4 2025: 105Q4 2025Q1 2026: 115Q1 2026Q2 2026: 108Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$790K
Exits8$379K

All 13F filers, Q3 2024 → Q4 2024: 1,835,642 shares bought and 1,070,592 shares sold, net +765,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

DAFNA Capital Management LLC 8.02% No change 13,680,554 $31.2M
Lagoda Investment Management, L.P. 5.09% Add +7.7% 4,126,135 $9.4M
BlackRock, Inc. 0.00% Add +1.9% 3,897,885 $8.9M
Vanguard Group Inc. 0.00% Add +12.4% 3,475,776 $7.9M
Arbiter Partners Capital Management LLC 9.42% No change 2,791,068 $6.4M
Redmile Group, LLC 0.29% Reduce -14.7% 1,799,465 $4.1M
Geode Capital Management, LLC 0.00% Add +0.6% 1,399,498 $3.2M
Archon Capital Management LLC 3.52% No change 1,283,897 $2.9M
Essex Investment Management Co. LLC 0.50% Reduce -14.0% 1,212,964 $2.8M
Prescott Group Capital Management, L.L.C. 0.25% No change 823,652 $1.9M
State Street Corp. 0.00% Add +15.2% 783,912 $1.8M
AlphaCentric Advisors LLC 1.36% No change 600,000 $1.4M
State of Wyoming 0.16% Add +14.8% 536,698 $1.2M
Northern Trust Corp. 0.00% Add +3.6% 480,577 $1.1M
Renaissance Technologies 0.00% Add +12.2% 406,200 $926K
Legato Capital Management LLC 0.11% Reduce -23.7% 360,291 $821K
Goldman Sachs Group Inc. 0.00% Add +154.3% 250,587 $571K
Bridgeway Capital Management, LLC 0.01% Reduce -5.5% 193,500 $441K
Bank of New York Mellon Corp 0.00% Add +13.0% 193,109 $440K
Independent Advisor Alliance 0.01% Add +1.8% 185,795 $424K
Morgan Stanley 0.00% Add +10.7% 177,968 $406K
Traynor Capital Management, Inc. 0.03% New 160,509 $366K
Royal Bank of Canada 0.00% Reduce -2.7% 157,266 $358K
Charles Schwab Investment Management Inc. 0.00% Reduce -8.5% 153,037 $349K
JPMorgan Chase & Co. 0.00% Add +463.8% 134,822 $307K
Kovack Advisors, Inc. 0.03% Add +8.0% 133,792 $305K
GMT Capital Corp 0.01% No change 126,581 $289K
Barclays PLC 0.00% Add +10.9% 113,039 $258K
Diametric Capital, LP 0.15% New 95,161 $217K
Wealth Effects LLC 0.07% Add +11.7% 86,060 $196K
Bank of America Corp. 0.00% Add +79.7% 81,427 $186K
T. Rowe Price Associates Inc. 0.00% Add +5.0% 80,012 $183K
Leonteq Securities AG 0.02% No change 74,994 $170K
Nuveen Asset Management, LLC 0.00% No change 73,990 $169K
TCFG Wealth Management, LLC 0.07% No change 64,915 $148K
Citadel Advisors 0.00% Add +19.2% 64,752 $148K
Envestnet Asset Management Inc. 0.00% Add +23.5% 61,075 $139K
Warberg Asset Management LLC 0.52% Reduce -71.5% 57,838 $132K
Citigroup Inc. 0.00% Add +14.6% 45,346 $103K
Wellington Shields & Co., LLC 0.03% Add +8.7% 44,793 $102K
Raymond James Financial Inc. 0.00% — 44,350 $101K
Rhumbline Advisers 0.00% Add +0.7% 43,234 $99K
HSBC Holdings PLC 0.00% Add +102.6% 42,581 $97K
UBS Group AG 0.00% Add +225.4% 41,147 $94K
Polar Capital Holdings Plc 0.00% No change 35,800 $82K
Cherry Creek Investment Advisors, Inc. 0.04% Add +8.5% 35,041 $80K
Verition Fund Management LLC 0.00% Reduce -64.5% 35,000 $80K
Prelude Capital Management, LLC 0.01% New 32,170 $73K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 31,445 $72K
Susquehanna International Group, LLP 0.00% Reduce -11.3% 30,230 $69K
Corebridge Financial, Inc. 0.00% Reduce -4.2% 28,092 $64K
PNC Financial Services Group, Inc. 0.00% No change 28,000 $64K
Invesco Ltd. 0.00% Add +1.8% 26,996 $62K
Wells Fargo & Company 0.00% Add +53.7% 26,915 $61K
Forum Financial Management, LP 0.00% No change 26,518 $60K
SG Americas Securities, LLC 0.00% Add +39.1% 26,360 $60K
Intech Investment Management LLC 0.00% New 25,318 $58K
Two Sigma Securities, LLC 0.01% New 23,847 $54K
Summit Asset Management, LLC 0.01% No change 18,700 $43K
Police & Firemen's Retirement System of New Jersey 0.00% — 17,997 $41K
Investors Research Corp 0.01% No change 17,950 $41K
Group One Trading LLC 0.00% Add +124.1% 16,825 $38K
ProShare Advisors LLC 0.00% Add +53.6% 15,913 $36K
Pacific Global Investment Management Co. 0.05% Add +5.3% 15,800 $36K
LPL Financial LLC 0.00% Reduce -66.1% 11,750 $27K
Choreo, LLC 0.00% Add +7.5% 11,255 $26K
Roble, Belko & Company, Inc 0.00% No change 10,000 $23K
BNP Paribas Financial Markets 0.00% New 8,583 $20K
New York State Common Retirement Fund 0.00% No change 7,600 $17K
Legal & General Group Plc 0.00% No change 5,955 $14K
Ameritas Investment Partners, Inc. 0.00% No change 5,370 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -8.5% 4,764 $11K
California State Teachers Retirement System 0.00% No change 3,972 $9K
Osaic Holdings, Inc. 0.00% No change 3,760 $9K
Amalgamated Bank 0.00% No change 1,897 $4K
FMR LLC 0.00% Add +15154.5% 1,678 $4K
Signaturefd, LLC 0.00% New 1,000 $2K
Smartleaf Asset Management LLC 0.00% Add +230.7% 863 $2K
Cwm, LLC 0.00% Reduce -2.6% 409 $1K
SBI Securities Co., Ltd. 0.00% — 334 $762
CIBC Private Wealth Group LLC 0.00% No change 300 $666
Nisa Investment Advisors, LLC 0.00% Add +500.0% 252 $575
Compass Planning Associates Inc 0.00% — 244 $556
Clark Wealth Partners 0.00% — 100 $228
Sterling Capital Management LLC 0.00% No change 65 $148
Avior Wealth Management, LLC 0.00% No change 50 $114

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