FONAR CORP - Fonar Ord Shs (FONR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Fonar Ord Shs
Symbol
FONR on Nasdaq
Shares outstanding
6,130,488
Price per share
$18.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,355,295
Total reported value
$43,714,965
% of total 13F portfolios
0%
Share change
-359,029
Value change
-$6,405,135
Number of holders
33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FONAR CORP - Fonar Ord Shs (FONR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MONEY CONCEPTS CAPITAL CORP 7.5% $7,297,725 462,760 MONEY CONCEPTS CAPITAL CORP 30 Jun 2025
shane hilary 6.7% $5,797,280 413,206 Hilary L Shane Revocable Trust 05 Jan 2026
RENAISSANCE TECHNOLOGIES LLC 5.1% +2.4% $5,856,532 +$131,705 315,716 +2.3% Renaissance Technologies LLC 04 Dec 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.1% -52% $4,662,542 -$5,429,325 251,350 -54% Kayne Anderson Rudnick Investment Management, LLC 31 Dec 2025

As of 31 Dec 2025, 33 institutional investors reported holding 2,355,295 shares of FONAR CORP - Fonar Ord Shs (FONR). This represents 38% of the company’s total 6,130,488 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FONAR CORP - Fonar Ord Shs (FONR) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MONEY CONCEPTS CAPITAL CORP 8.3% 510,672 +5.6% 0.53% $9,478,072
DIMENSIONAL FUND ADVISORS LP 6.1% 373,317 -0.97% 0% $6,928,779
VANGUARD GROUP INC 5.9% 363,788 -6.3% 0% $6,751,906
RENAISSANCE TECHNOLOGIES LLC 5.1% 315,716 +2.3% 0.01% $5,859,689
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.1% 251,350 -53% 0.01% $4,665,056
Peapod Lane Capital LLC 1.7% 104,869 -7.5% 1.7% $1,946,369
BlackRock, Inc. 1.5% 91,590 -0.44% 0% $1,699,910
Truffle Hound Capital, LLC 1.5% 90,000 0% 0.98% $1,670,400
GEODE CAPITAL MANAGEMENT, LLC 1.1% 69,612 +2% 0% $1,292,322
AMERICAN CENTURY COMPANIES INC 0.49% 30,047 0% 0% $557,672
MARSHALL WACE, LLP 0.46% 28,181 0% $523,040
Empowered Funds, LLC 0.45% 27,765 +9.3% 0% $515,318
Bank of New York Mellon Corp 0.37% 22,508 0% 0% $417,745
STATE STREET CORP 0.37% 22,494 -4.2% 0% $417,489
Lakewood Asset Management LLC 0.31% 19,057 +15% 0.21% $353,698
Hikari Tsushin, Inc. 0.23% 14,158 0% 0.02% $262,772
CIBC Private Wealth Group LLC 0.1% 6,000 0% 0% $111,360
JPMORGAN CHASE & CO 0.05% 2,987 0% 0% $55,439
LOM Asset Management Ltd 0.05% 2,800 0% 0.02% $51,968
MORGAN STANLEY 0.03% 2,000 +24% 0% $37,125
LSV ASSET MANAGEMENT 0.03% 1,891 -94% 0% $35,000
BARCLAYS PLC 0.02% 1,294 +43033% 0% $24,017
PNC Financial Services Group, Inc. 0.02% 969 0% 0% $17,985
UBS Group AG 0.01% 902 0% $16,741
Vermillion Wealth Management, Inc. 0.01% 353 0% 0% $6,552

Institutional Holders of FONAR CORP - Fonar Ord Shs (FONR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,355,295 $43,714,965 -$6,405,135 $18.56 33
2025 Q3 2,908,479 $43,807,255 -$213,506 $15.06 41
2025 Q2 2,923,030 $43,727,857 -$1,653,157 $14.96 47
2025 Q1 3,036,960 $42,547,502 -$1,156,169 $14.01 45
2024 Q4 3,113,201 $47,133,411 -$3,630,671 $15.14 49
2024 Q3 3,108,935 $50,269,740 +$439,316 $16.19 49
2024 Q2 3,081,981 $49,311,577 -$1,501,897 $16.00 50
2024 Q1 3,126,015 $66,771,851 -$1,534,074 $21.36 53
2023 Q4 3,201,228 $59,099,592 +$1,332,332 $19.56 49
2023 Q3 2,978,014 $45,862,163 -$356,746 $15.40 42
2023 Q2 3,011,411 $51,494,319 -$318,032 $17.10 40
2023 Q1 3,021,601 $48,948,134 -$785,047 $16.20 38
2022 Q4 3,061,890 $51,285,044 +$1,833,737 $16.75 46
2022 Q3 2,943,118 $41,643,495 -$991,100 $14.15 37
2022 Q2 3,009,874 $45,700,973 -$2,315,776 $15.19 39
2022 Q1 3,097,175 $57,486,053 +$3,601,810 $18.55 40
2021 Q4 2,991,200 $44,801,632 -$5,960,824 $14.98 44
2021 Q3 3,288,806 $50,840,772 -$1,537,288 $15.46 44
2021 Q2 3,389,362 $59,924,291 -$7,772,786 $17.68 54
2021 Q1 3,934,092 $71,171,379 +$484,442 $18.09 60
2020 Q4 3,905,197 $67,839,040 -$2,626,266 $17.36 57
2020 Q3 4,000,449 $83,563,336 +$1,897,783 $20.88 57
2020 Q2 3,905,504 $83,428,899 +$15,556,917 $21.37 61
2020 Q1 3,259,046 $47,658,427 +$370,114 $14.62 53
2019 Q4 3,181,021 $62,679,002 +$2,075,552 $19.69 56
2019 Q3 3,084,680 $63,761,720 -$985,314 $20.67 56
2019 Q2 3,125,123 $67,212,070 -$2,384,566 $21.51 67
2019 Q1 3,275,645 $67,048,092 +$749,471 $20.47 71
2018 Q4 3,237,883 $65,533,488 -$2,507,622 $20.24 69
2018 Q3 3,314,515 $82,527,935 +$411,147 $24.90 76
2018 Q2 3,309,193 $87,930,211 +$2,324,426 $26.55 75
2018 Q1 3,220,265 $95,956,730 +$7,144,977 $29.80 71
2017 Q4 3,024,905 $73,651,443 +$3,938,748 $24.35 71
2017 Q3 2,818,426 $85,982,091 +$868,381 $30.50 72
2017 Q2 2,796,970 $77,621,620 +$12,250,346 $27.75 67
2017 Q1 2,409,077 $42,272,720 -$2,536,900 $17.55 49
2016 Q4 2,597,834 $49,752,190 +$3,234,160 $19.15 56
2016 Q3 2,402,556 $49,347,842 +$5,989,892 $20.54 55
2016 Q2 2,111,302 $43,006,835 +$3,962,928 $20.36 56
2016 Q1 1,920,891 $29,527,000 -$704,554 $15.38 45
2015 Q4 1,930,298 $33,303,000 +$14,454,055 $17.26 47
2015 Q3 1,114,711 $15,024,000 +$1,262,524 $13.41 36
2015 Q2 1,022,103 $10,777,000 -$997,489 $10.58 33
2015 Q1 1,034,093 $13,513,000 +$4,607 $13.06 36
2014 Q4 1,084,068 $11,241,232 -$36,646 $10.40 36
2014 Q3 1,063,359 $11,717,832 +$106,960 $11.02 34
2014 Q2 1,040,724 $12,699,540 -$2,405,705 $12.20 33
2014 Q1 1,178,538 $20,595,832 -$3,210,034 $17.58 35