Latest Period
Q2 2026
Security Snapshot
Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS) Institutional Ownership
CUSIP: 85916J409
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
109
Shares (Excl. Options)
43,063,048
Price
$1.72
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- STXS on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 43,063,048
- Total 13F value
- $74,075,568
- Portfolio coverage rank
- 0%
- Share change
- +200,638
- Value change
- +$290,183
- Number of holders
- 109
- Shares outstanding
- 100,961,254
- SEC-reported price per share
- $1.38
- Insider filing price
- $1.38
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- STXS - Stereotaxis, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 85916J409.
- 109 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 115 to 109 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $79,005,483 to $74,075,568.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 109 institutions filings for Q2 2026.
Security key
85916J409
Latest holder period
Q2 2026
13F holders
109
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
STXS full holder history
Stereotaxis, Inc. SEC filings
Stereotaxis, Inc. company facts
Stereotaxis, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 85916J409:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
STXS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Kaufman Daniel Louis | 5.9% | $7,922,430 | 5,956,714 | Daniel Louis Kaufman | 12 Aug 2026 | |||
| Lagoda Investment Management, L.P. | 4.5% | -12% | $8,483,280 | -$58,598 | 4,350,400 | -0.69% | Lagoda Investment Management, L.P. | 31 Mar 2026 |
As of 30 Jun 2026, 109 institutional investors reported holding 43,063,048 shares of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS). This represents 43% of the company’s total 100,961,254 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| DAFNA Capital Management LLC | 14% | 13,680,554 | 0% | 4.5% | $23,530,553 |
| BlackRock, Inc. | 4.4% | 4,396,835 | +11% | 0% | $7,562,556 |
| Lagoda Investment Management, L.P. | 4.1% | 4,122,600 | -5.2% | 3.9% | $7,090,872 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3% | 3,044,820 | +1.6% | 0% | $5,237,090 |
| Arbiter Partners Capital Management LLC | 2.9% | 2,883,856 | 0% | 2.7% | $4,960,232 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,895,243 | +13% | 0% | $3,260,662 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1.5% | 1,521,966 | -4.3% | 0.34% | $2,617,782 |
| Archon Capital Management LLC | 1.2% | 1,226,044 | 0% | 0.86% | $2,108,796 |
| Warberg Asset Management LLC | 1.1% | 1,108,889 | +1.3% | 0.57% | $1,907,289 |
| STATE STREET CORP | 0.91% | 916,780 | -4.3% | 0% | $1,576,862 |
| AlphaCentric Advisors LLC | 0.59% | 600,000 | 0% | 0.87% | $1,032,000 |
| VANGUARD FIDUCIARY TRUST CO | 0.58% | 589,110 | +11% | 0% | $1,013,269 |
| Bank Julius Baer & Co. Ltd, Zurich | 0.54% | 540,530 | +0% | 0% | $929,710 |
| NORTHERN TRUST CORP | 0.52% | 529,695 | +6.6% | 0% | $911,076 |
| Legato Capital Management LLC | 0.51% | 512,907 | +3.1% | 0.07% | $882,200 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.46% | 463,580 | +26% | 0% | $797,358 |
| Sequoia Financial Advisors, LLC | 0.38% | 381,355 | +0.18% | 0% | $655,931 |
| MORGAN STANLEY | 0.33% | 332,107 | +154% | 0% | $571,226 |
| UBS Group AG | 0.25% | 251,333 | +5.9% | 0% | $432,293 |
| Prescott Group Capital Management, L.L.C. | 0.24% | 237,495 | 0% | 0.04% | $408,491 |
| GOLDMAN SACHS GROUP INC | 0.23% | 234,971 | -13% | 0% | $404,151 |
| SEI INVESTMENTS CO | 0.23% | 234,612 | -55% | 0% | $403,533 |
| Bank of New York Mellon Corp | 0.21% | 211,641 | +8% | 0% | $364,022 |
| Independent Advisor Alliance | 0.21% | 208,485 | +3.7% | 0.01% | $358,593 |
| AQR CAPITAL MANAGEMENT LLC | 0.19% | 196,622 | +201% | 0% | $338,190 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 43,063,048 | $74,075,568 | +$290,183 | $1.72 | 109 |
| 2026 Q1 | 42,934,737 | $79,005,483 | -$302,932 | $1.84 | 115 |
| 2025 Q4 | 42,724,652 | $98,265,836 | -$99,023 | $2.30 | 105 |
| 2025 Q3 | 41,891,033 | $130,307,823 | +$4,121,602 | $3.11 | 103 |
| 2025 Q2 | 40,610,836 | $86,100,904 | +$2,600,801 | $2.12 | 84 |
| 2025 Q1 | 39,451,297 | $69,433,614 | -$2,974,255 | $1.76 | 86 |
| 2024 Q4 | 41,160,059 | $93,846,324 | +$1,769,442 | $2.28 | 84 |
| 2024 Q3 | 40,376,525 | $82,367,879 | -$180,672 | $2.04 | 83 |
| 2024 Q2 | 40,139,171 | $73,033,696 | -$2,484,411 | $1.82 | 71 |
| 2024 Q1 | 40,434,489 | $105,549,868 | +$8,677,222 | $2.61 | 79 |
| 2023 Q4 | 37,182,394 | $65,070,224 | -$1,120,414 | $1.75 | 60 |
| 2023 Q3 | 37,858,374 | $59,818,372 | -$110,443 | $1.58 | 56 |
| 2023 Q2 | 37,958,255 | $58,075,954 | +$5,628,254 | $1.53 | 57 |
| 2023 Q1 | 34,212,380 | $69,738,627 | -$1,978,551 | $2.04 | 66 |
| 2022 Q4 | 35,515,275 | $73,522,805 | +$750,651 | $2.07 | 71 |
| 2022 Q3 | 35,995,850 | $64,850,000 | -$1,765,969 | $1.80 | 64 |
| 2022 Q2 | 36,469,316 | $67,099,608 | -$13,435,993 | $1.84 | 78 |
| 2022 Q1 | 40,095,945 | $149,557,054 | -$9,048,433 | $3.73 | 88 |
| 2021 Q4 | 42,427,725 | $262,994,696 | -$1,982,391 | $6.20 | 94 |
| 2021 Q3 | 42,783,456 | $230,245,825 | -$20,828,268 | $5.38 | 102 |
| 2021 Q2 | 43,840,277 | $422,624,606 | +$16,567,718 | $9.64 | 96 |
| 2021 Q1 | 43,235,014 | $290,542,360 | +$12,278,340 | $6.72 | 79 |
| 2020 Q4 | 41,467,514 | $211,069,545 | +$6,038,271 | $5.09 | 74 |
| 2020 Q3 | 40,335,564 | $144,397,790 | -$379,484 | $3.58 | 69 |
| 2020 Q2 | 40,359,258 | $179,999,971 | +$37,684,279 | $4.46 | 74 |