Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
STXS on NYSE
Shares outstanding
85,891,176
Price per share
$2.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
42,622,038
Total reported value
$98,031,196
% of total 13F portfolios
0%
Share change
+186,886
Value change
-$99,007
Number of holders
102
Price from insider filings
$2.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Lagoda Investment Management, L.P. 5.1% $8,848,509 4,380,450 Lagoda Investment Management, L.P. 31 Mar 2025

As of 31 Dec 2025, 102 institutional investors reported holding 42,622,038 shares of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS). This represents 50% of the company’s total 85,891,176 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DAFNA Capital Management LLC 16% 13,680,554 0% 7.3% $31,465,274
Lagoda Investment Management, L.P. 5.7% 4,861,200 +3.3% 6.5% $11,180,760
BlackRock, Inc. 4.7% 4,024,583 +1.2% 0% $9,256,541
VANGUARD GROUP INC 4.3% 3,692,754 +7.3% 0% $8,493,334
Arbiter Partners Capital Management LLC 3.4% 2,883,856 +1.1% 3.6% $6,632,869
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,565,182 +3.7% 0% $3,600,925
ESSEX INVESTMENT MANAGEMENT CO LLC 1.8% 1,562,019 -2.3% 0.55% $3,592,644
Archon Capital Management LLC 1.4% 1,226,044 0% 1.6% $2,819,901
Warberg Asset Management LLC 1.3% 1,107,657 +5.5% 0.77% $2,547,612
Prescott Group Capital Management, L.L.C. 1% 901,252 0% 0.19% $2,072,880
STATE STREET CORP 1% 891,886 +11% 0% $2,051,338
AlphaCentric Advisors LLC 0.7% 600,000 0% 1.4% $1,380,000
Legato Capital Management LLC 0.59% 504,506 +9.6% 0.1% $1,160,364
NORTHERN TRUST CORP 0.55% 473,455 -6.8% 0% $1,088,947
RENAISSANCE TECHNOLOGIES LLC 0.52% 448,400 +18% 0% $1,031,320
SEI INVESTMENTS CO 0.29% 248,441 0% $571,414
UBS Group AG 0.26% 225,609 +169% 0% $518,901
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.26% 221,475 +57% 0.01% $509,393
GOLDMAN SACHS GROUP INC 0.24% 206,535 +6.9% 0% $475,031
Bank of New York Mellon Corp 0.24% 203,833 -2.1% 0% $468,815
Independent Advisor Alliance 0.23% 198,385 +4% 0.01% $456,286
MORGAN STANLEY 0.22% 191,846 +63% 0% $441,246
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 190,387 0% 0% $437,890
ENVESTNET ASSET MANAGEMENT INC 0.19% 165,681 +25% 0% $381,066
ROYAL BANK OF CANADA 0.18% 158,849 -39% 0% $366,000

Institutional Holders of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 42,622,038 $98,031,196 -$99,007 $2.30 102
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
2020 Q1 31,857,080 $96,221,510 +$6,595,837 $3.02 51
2019 Q4 29,601,462 $156,861,645 +$15,492,989 $5.29 46
2019 Q3 26,135,776 $91,736,755 +$43,675,755 $3.51 24
2019 Q2 13,692,454 $39,708,000 $2.92 2
2019 Q1 13,692,454 $26,700,000 $1.94 2
2018 Q4 13,692,454 $14,802,000 $1.09 2
2018 Q3 13,692,454 $16,567,000 $1.19 2
2018 Q2 13,692,454 $10,543,000 $0.76 2
2018 Q1 13,692,454 $9,104,000 +$8,183,204 $0.67 2
2017 Q4 1,384,762 $1,108,000 $0.82 2
2017 Q3 1,384,762 $1,136,000 $0.83 2
2017 Q2 1,384,762 $803,000 $0.58 2
2017 Q1 1,384,762 $789,000 -$82,641 $0.58 2
2016 Q4 1,512,432 $982,000 -$20,583 $0.65 3
2016 Q3 1,536,332 $1,336,000 -$1,759,000 $0.87 4
2016 Q2 3,355,689 $3,267,000 +$155,036 $0.98 22
2016 Q1 3,191,754 $3,508,000 +$7,902 $1.10 21
2015 Q4 3,211,306 $2,388,000 -$43,525 $0.75 24
2015 Q3 3,194,153 $2,962,000 -$163,040 $0.93 25
2015 Q2 3,464,998 $4,988,880 +$92,475 $1.44 25
2015 Q1 3,391,319 $6,959,100 -$240,092 $2.05 24
2014 Q4 3,603,076 $5,330,046 +$514,362 $1.48 28
2014 Q3 3,104,375 $7,200,775 -$265,184 $2.32 26
2014 Q2 3,147,040 $11,174,306 +$286,723 $3.55 31
2014 Q1 3,063,266 $13,017,500 -$1,438,313 $4.25 29