| VANGUARD CAPITAL MANAGEMENT LLC |
| 1.2M |
| $8.8M |
| +5.1% |
| 4.263% |
| 0.00% |
| 5 | Ewing Morris & Co. Investment Partners Ltd. | 1.4M | $8.2M | -0.9% | 4.792% | 4.27% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $7.8M | -12.5% | 3.776% | 0.00% |
| 7 | AYAL Capital Advisors Ltd | 1.0M | $7.4M | -7.7% | 3.559% | 1.99% |
| 8 | AMERICAN CENTURY COMPANIES INC | 981K | $7.2M | +14.3% | 3.474% | 0.00% |
| 9 | ROYCE & ASSOCIATES LP | 836K | $6.1M | +13.6% | 2.962% | 0.05% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 722K | $5.3M | +114.0% | 2.557% | 0.00% |
| 11 | EVR Research LP | 700K | $5.1M | -9.1% | 2.479% | 2.53% |
| 12 | ArrowMark Colorado Holdings LLC | 661K | $4.8M | -29.5% | 2.343% | 0.20% |
| 13 | D. E. Shaw & Co., Inc. | 580K | $4.2M | -13.1% | 2.054% | 0.00% |
| 14 | MARSHALL WACE, LLP | 491K | $3.6M | -8.5% | 1.737% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 402K | $2.9M | +3.6% | 1.424% | 0.00% |
| 16 | Russell Investments Group, Ltd. | 345K | $2.5M | -40.2% | 1.223% | 0.00% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 319K | $2.3M | +20.8% | 1.128% | 0.01% |
| 18 | STATE STREET CORP | 309K | $2.3M | +129.9% | 1.094% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 290K | $2.1M | +36.9% | 1.026% | 0.00% |
| 20 | Man Group plc | 280K | $2.0M | -6.0% | 0.991% | 0.00% |
| 21 | MORGAN STANLEY | 257K | $1.9M | +6.3% | 0.910% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 252K | $1.8M | +24.7% | 0.894% | 0.03% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 252K | $1.8M | -11.5% | 0.893% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 243K | $1.8M | +36.9% | 0.860% | 0.00% |
| 25 | Shay Capital LLC | 230K | $1.7M | +82.0% | 0.815% | 0.11% |
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 SRI — a direct measure of their conviction.
| 95.18% |
| +0.34 pp |
| $108M |
| 23% |
| Q4 2024 | 128 | 0.8% | 94.84% | 2.19 pp | $141M | 43% |
| Q3 2024 | 129 | — | 97.03% | — | $246M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
19 institutions opened new positions in SRI during Q2 2026, while 20 fully exited. 74 added to existing positions and 17 trimmed.
SRI institutional ownership fell by 2.28 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 59.8% of all reported 13F value in SRI, and the top 25 account for 85.3%.
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.
Stoneridge, Inc. (SRI) Institutional Ownership