Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SRI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | 22NW, LP | 2.5M | $11.9M | +12.5% | 8.737% | 8.17% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $5.9M | -3.4% | 4.314% | 0.00% |
| 3 | FEDERATED HERMES, INC. | 1.2M | $5.7M | +6.8% | 4.199% | 0.01% |
| 4 | BlackRock, Inc. | 1.2M | $5.6M | -6.9% | 4.142% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $5.5M | — | 4.055% | 0.00% |
| 6 | Ewing Morris & Co. Investment Partners Ltd. | 1.4M | $5.5M | +2.2% | 4.835% | 2.47% |
| 7 | AYAL Capital Advisors Ltd | 1.1M | $5.3M | 0.0% | 3.857% | 3.19% |
| 8 | ArrowMark Colorado Holdings LLC | 939K | $4.5M | +6.7% | 3.325% | 0.12% |
| 9 | AMERICAN CENTURY COMPANIES INC | 858K | $4.1M | +10.9% | 3.040% | 0.00% |
| 10 | EVR Research LP | 770K | $3.7M | — | 2.727% | 2.12% |
| 11 | ROYCE & ASSOCIATES LP | 736K | $3.6M | +24.4% | 2.608% | 0.04% |
| 12 | D. E. Shaw & Co., Inc. | 668K | $3.2M | -14.2% | 2.364% | 0.00% |
| 13 | Russell Investments Group, Ltd. | 577K | $2.8M | +0.3% | 2.044% | 0.00% |
| 14 | MARSHALL WACE, LLP | 536K | $2.6M | +33.5% | 1.899% | 0.00% |
| 15 | MILLENNIUM MANAGEMENT LLC | 402K | $1.9M | -43.5% | 1.425% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 388K | $1.9M | +14.7% | 1.374% | 0.00% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 374K | $1.8M | -22.2% | 1.323% | 0.00% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 365K | $1.8M | +32.3% | 1.293% | 0.00% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 337K | $1.6M | +6.2% | 1.195% | 0.00% |
| 20 | Man Group plc | 298K | $1.4M | +51.3% | 1.054% | 0.00% |
| 21 | Assenagon Asset Management S.A. | 289K | $1.4M | +12.6% | 1.024% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 285K | $1.4M | -11.7% | 1.009% | 0.00% |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | 264K | $1.3M | +2.9% | 0.934% | 0.01% |
| 24 | UBS Group AG | 257K | $1.2M | +44.1% | 0.912% | 0.00% |
| 25 | MORGAN STANLEY | 241K | $1.2M | -35.8% | 0.855% | 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 SRI — a direct measure of their conviction.
Filings activity in SRI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 112 | 6.7% | 49.88% | 9.77 pp | $108M | 16% |
| Q4 2025 | 120 | +6.2% | 59.65% | 19.72 pp | $129M | 25% |
| Q3 2025 | 113 | 12% | 79.37% | +0.97 pp | $172M | +1.2% |
| Q2 2025 | 129 | +0.8% | 78.40% | +28.51 pp | $170M | +57% |
| Q1 2025 | 128 | +0.0% | 49.89% | 15.26 pp | $108M | 23% |
| Q4 2024 | 128 | 0.8% | 65.15% | 48.35 pp | $141M | 43% |
| Q3 2024 | 129 | +15% | 113.50% | 47.42 pp | $246M | 29% |
| Q2 2024 | 112 | — | 160.92% | — | $348M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SRI stock.
Based on Q1 2026 13F filings, institutional ownership of Stoneridge, Inc. stands at 49.9%, held across 112 reporting institutions.
22NW, LP is the largest reported institutional holder of SRI, with approximately 2,466,975 shares worth $0.01B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SRI, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SRI is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
17 institutions opened new positions in SRI during Q1 2026, while 25 fully exited. 20 added to existing positions and 75 trimmed.
SRI institutional ownership fell by 9.77 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 53.6% of all reported 13F value in SRI, and the top 25 account for 80.5%.
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