Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in STXS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DAFNA Capital Management LLC | 13.7M | $23.5M | 0.0% | 13.969% | 4.49% |
| 2 | BlackRock, Inc. | 4.4M | $7.6M | +11.1% | 4.490% | 0.00% |
| 3 | Lagoda Investment Management, L.P. | 4.1M | $7.1M | -5.2% | 4.210% | 3.90% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $5.2M | +1.6% | 3.109% | 0.00% |
| 5 | Arbiter Partners Capital Management LLC | 2.9M | $5.0M | 0.0% | 2.945% | 0.86% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $3.3M | +13.1% | 1.935% | 0.00% |
| 7 | ESSEX INVESTMENT MANAGEMENT CO LLC | 1.5M | $2.6M | -4.3% | 1.554% | 0.34% |
| 8 | Archon Capital Management LLC | 1.2M | $2.1M | 0.0% | 1.252% | 0.86% |
| 9 | Warberg Asset Management LLC | 1.1M | $1.9M | +1.4% | 1.132% | 0.35% |
| 10 | STATE STREET CORP | 917K | $1.6M | -4.3% | 0.936% | 0.00% |
| 11 | AlphaCentric Advisors LLC | 600K | $1.0M | 0.0% | 0.613% | 0.87% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 589K | $1.0M | +11.2% | 0.602% | 0.00% |
| 13 | Bank Julius Baer & Co. Ltd, Zurich | 541K | $930K | 0.0% | 0.552% | 0.00% |
| 14 | NORTHERN TRUST CORP | 530K | $911K | +6.6% | 0.541% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 464K | $797K | +25.8% | 0.473% | 0.00% |
| 16 | Sequoia Financial Advisors, LLC | 381K | $656K | +0.2% | 0.389% | 0.00% |
| 17 | MORGAN STANLEY | 332K | $571K | +153.9% | 0.339% | 0.00% |
| 18 | UBS Group AG | 251K | $432K | +5.9% | 0.257% | 0.00% |
| 19 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 237K | $408K | 0.0% | 0.242% | 0.04% |
| 20 | GOLDMAN SACHS GROUP INC | 235K | $404K | -12.7% | 0.240% | 0.00% |
| 21 | SEI INVESTMENTS CO | 235K | $404K | -54.8% | 0.240% | 0.00% |
| 22 | Bank of New York Mellon Corp | 212K | $364K | +8.0% | 0.216% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 210K | $361K | +792.3% | 0.214% | 0.00% |
| 24 | Independent Advisor Alliance | 208K | $359K | +3.7% | 0.213% | 0.01% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 197K | $338K | +201.2% | 0.201% | 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 STXS — a direct measure of their conviction.
Filings activity in STXS during Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | 6.1% | 43.49% | +0.04 pp | $73M | 6.5% |
| Q1 2026 | 115 | +12% | 43.45% | +0.34 pp | $78M | 19% |
| Q4 2025 | 103 | +3.0% | 43.11% | +0.84 pp | $97M | 25% |
| Q3 2025 | 100 | +18% | 42.27% | +1.23 pp | $128M | +52% |
| Q2 2025 | 85 | 1.2% | 41.04% | +1.25 pp | $85M | +24% |
| Q1 2025 | 86 | +3.6% | 39.79% | 1.94 pp | $68M | 26% |
| Q4 2024 | 83 | +1.2% | 41.73% | +0.88 pp | $93M | +14% |
| Q3 2024 | 82 | — | 40.85% | — | $81M | — |
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 STXS stock.
Based on Q2 2026 13F filings, institutional ownership of Stereotaxis, Inc. stands at 43.5%, held across 108 reporting institutions.
DAFNA Capital Management LLC is the largest reported institutional holder of STXS, with approximately 13,680,554 shares worth $0.02B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of STXS, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for STXS is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in STXS during Q2 2026, while 16 fully exited. 33 added to existing positions and 61 trimmed.
STXS institutional ownership rose by 0.04 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 82.0% of all reported 13F value in STXS, and the top 25 account for 94.3%.
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.
Stereotaxis, Inc. (STXS) Institutional Ownership