| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 219K | $9.2M | -2.7% | 2.639% | 0.46% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 217K | $9.2M | +7.5% | 2.622% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 180K | $7.6M | +1.2% | 2.179% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 167K | $7.1M | -17.7% | 2.023% | 0.01% |
| 8 | GAMCO INVESTORS, INC. ET AL | 142K | $6.0M | 0.0% | 1.715% | 0.05% |
| 9 | STATE STREET CORP | 113K | $4.8M | +5.9% | 1.360% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 100K | $4.2M | -19.6% | 1.204% | 0.01% |
| 11 | LAZARD ASSET MANAGEMENT LLC | 93K | $4.0M | -1.8% | 1.129% | 0.01% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 84K | $3.6M | +7.6% | 1.018% | 0.00% |
| 13 | NORTHERN TRUST CORP | 84K | $3.6M | -8.8% | 1.016% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 73K | $3.1M | +0.3% | 0.878% | 0.00% |
| 15 | WHITE PINE CAPITAL LLC | 70K | $3.0M | -4.1% | 0.845% | 0.70% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 67K | $2.8M | +35.1% | 0.807% | 0.00% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 58K | $2.4M | -10.8% | 0.695% | 0.04% |
| 18 | Invesco Ltd. | 51K | $2.2M | — | 0.621% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 50K | $2.1M | +4.4% | 0.601% | 0.00% |
| 20 | Bank of New York Mellon Corp | 46K | $1.9M | +4.0% | 0.556% | 0.00% |
| 21 | MORGAN STANLEY | 45K | $1.9M | -1.7% | 0.546% | 0.00% |
| 22 | RAYMOND JAMES FINANCIAL INC | 45K | $1.9M | +3.3% | 0.540% | 0.00% |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 43K | $1.8M | +9.9% | 0.519% | 0.00% |
| 24 | AMERIPRISE FINANCIAL INC | 42K | $1.8M | -7.1% | 0.511% | 0.00% |
| 25 | CITADEL ADVISORS LLC | 42K | $1.8M | +5.2% | 0.508% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ELMD — a direct measure of their conviction.
| 43.42% |
| +6.27 pp |
| $76M |
| 6.8% |
| Q4 2024 | 82 | +55% | 37.15% | +8.28 pp | $82M | +80% |
| Q3 2024 | 53 | — | 28.87% | — | $45M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
33 institutions opened new positions in ELMD during Q2 2026, while 7 fully exited. 89 added to existing positions and 5 trimmed.
ELMD institutional ownership rose by 2.20 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 56.1% of all reported 13F value in ELMD, and the top 25 account for 77.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Electromed, Inc. (ELMD) Institutional Ownership