STAAR SURGICAL CO - Common Stock, par value $0.01 per share (STAA) Institutional Ownership

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

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
STAA on Nasdaq
Shares outstanding
49,773,405
Price per share
$23.09
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
50,508,998
Total reported value
$1,357,187,740
% of total 13F portfolios
0.01%
Share change
-3,121,993
Value change
+$3,129,007
Number of holders
192
Price from insider filings
$23.09
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of STAAR SURGICAL CO - Common Stock, par value $0.01 per share (STAA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROADWOOD PARTNERS, L.P. 31% +3% $357,422,325 +$10,024,246 15,479,529 +2.9% Neal C. Bradsher 14 Jan 2026
BlackRock, Inc. 15% -10% $115,239,720 -$12,781,506 7,401,395 -10% BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 8.9% $85,751,680 4,390,767 The Vanguard Group 30 Jun 2025
Yunqi Capital Ltd 6.5% 0% $75,207,132 3,257,130 0% Yunqi Capital Limited 14 Jan 2026
ARMISTICE CAPITAL, LLC 6.1% $46,710,000 3,000,000 Armistice Capital, LLC 31 Mar 2025
Soleus Capital Master Fund, L.P. 1% -84% $13,435,000 -$55,429,935 500,000 -80% Soleus Capital Master Fund, L.P. 30 Sep 2025

As of 30 Sep 2025, 192 institutional investors reported holding 50,508,998 shares of STAAR SURGICAL CO - Common Stock, par value $0.01 per share (STAA). This represents 101% of the company’s total 49,773,405 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of STAAR SURGICAL CO - Common Stock, par value $0.01 per share (STAA) together control 87% 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
BROADWOOD CAPITAL INC 27% 13,519,491 0% 22% $363,268,723
BlackRock, Inc. 15% 7,258,954 -1.5% 0% $195,048,094
VANGUARD GROUP INC 8.6% 4,269,123 -2.8% 0% $114,711,335
Yunqi Capital Ltd 5% 2,500,061 +3.7% 39% $67,176,639
STATE STREET CORP 3.8% 1,910,935 -4.6% 0% $51,346,823
Balyasny Asset Management L.P. 3.6% 1,813,508 0.1% $48,728,960
Magnetar Financial LLC 2.4% 1,204,371 0.2% $32,361,448
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,173,823 -1.6% 0% $31,545,764
GOLDMAN SACHS GROUP INC 2% 976,259 +436% 0% $26,232,079
ALPINE ASSOCIATES MANAGEMENT INC. 1.8% 913,087 1.5% $24,534,648
Sand Grove Capital Management LLP 1.7% 829,123 11% $22,278,535
AMERICAN CAPITAL MANAGEMENT INC 1.5% 743,424 -5.3% 0.8% $19,975,803
WATER ISLAND CAPITAL LLC 1.3% 658,317 2.5% $17,688,977
Slotnik Capital, LLC 1.3% 635,000 6.2% $17,062,450
AQR Arbitrage LLC 1.3% 630,500 0.43% $16,941,535
KRYGER CAPITAL Ltd 1.3% 623,937 1.9% $16,765,187
DIMENSIONAL FUND ADVISORS LP 1.2% 591,172 -25% 0% $15,884,745
NORTHERN TRUST CORP 1% 519,527 +1.3% 0% $13,959,691
Soleus Capital Management, L.P. 1% 500,000 -83% 0.72% $13,435,000
MORGAN STANLEY 1% 496,590 -62% 0% $13,343,385
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.96% 480,089 +1.2% 0% $12,899,991
ROYAL BANK OF CANADA 0.76% 376,547 +835% 0% $10,118,000
Bank of New York Mellon Corp 0.6% 297,316 -3.1% 0% $7,988,886
GLAZER CAPITAL, LLC 0.58% 287,000 0.26% $7,712,000
PRINCIPAL FINANCIAL GROUP INC 0.52% 256,575 -12% 0% $6,894,170

Institutional Holders of STAAR SURGICAL CO - Common Stock, par value $0.01 per share (STAA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 758,470 $17,512,495 +$16,013,765 $23.09 14
2025 Q3 50,508,998 $1,357,187,740 +$3,129,007 $26.87 192
2025 Q2 53,808,420 $903,035,715 +$23,001,423 $16.78 166
2025 Q1 52,217,320 $920,668,924 +$41,359,649 $17.63 183
2024 Q4 48,349,478 $1,174,444,923 -$40,232,957 $24.29 209
2024 Q3 48,964,721 $1,819,129,325 +$30,117,777 $37.15 236
2024 Q2 47,134,382 $2,243,984,350 -$8,823,341 $47.61 220
2024 Q1 48,436,125 $1,854,023,390 -$120,697,274 $38.28 196
2023 Q4 128,515 $4,032,004 -$753,596 $31.21 4
2023 Q3 52,798,563 $2,121,489,407 +$109,644,762 $40.18 208
2023 Q2 49,671,852 $2,611,243,549 +$49,042,892 $52.57 234
2023 Q1 48,128,198 $3,077,777,763 +$180,554,682 $63.95 240
2022 Q4 46,163,078 $2,241,483,454 -$65,480,643 $48.54 258
2022 Q3 46,578,447 $3,286,190,558 +$26,473,521 $70.55 286
2022 Q2 46,557,671 $3,299,773,662 +$133,662,441 $70.93 256
2022 Q1 44,614,508 $3,562,776,520 +$126,193,026 $79.91 254
2021 Q4 42,748,067 $3,903,451,255 +$49,286,125 $91.30 264
2021 Q3 42,063,959 $5,406,060,930 -$12,410,932 $128.53 282
2021 Q2 41,704,251 $6,358,362,867 -$18,044,062 $152.50 276
2021 Q1 42,549,096 $4,480,398,123 +$265,525,050 $105.41 220
2020 Q4 39,530,683 $3,131,726,925 +$3,928,479 $79.22 187
2020 Q3 39,714,690 $2,246,228,354 -$98,760,259 $56.56 173
2020 Q2 41,290,086 $2,540,900,644 -$21,724,724 $61.54 188
2020 Q1 41,677,198 $1,344,630,014 -$49,010,602 $32.26 157
2019 Q4 42,021,156 $1,477,945,466 +$39,074,733 $35.17 159
2019 Q3 41,165,071 $1,061,227,558 +$20,278,714 $25.78 147
2019 Q2 40,456,773 $1,189,018,483 +$45,539,210 $29.38 152
2019 Q1 39,251,805 $1,342,734,860 -$10,583,507 $34.19 183
2018 Q4 39,617,555 $1,264,236,153 +$20,350,831 $31.91 176
2018 Q3 37,482,407 $1,798,768,461 +$158,179,111 $48.00 190
2018 Q2 34,914,056 $1,082,450,832 +$60,766,175 $31.00 147
2018 Q1 32,797,981 $485,405,987 +$4,241,270 $14.80 98
2017 Q4 32,498,489 $503,740,877 +$8,823,717 $15.50 103
2017 Q3 31,952,374 $397,799,048 +$6,396,458 $12.45 87
2017 Q2 31,454,949 $339,710,980 +$5,537,206 $10.80 83
2017 Q1 30,952,860 $303,337,151 +$22,488,838 $9.80 77
2016 Q4 31,133,337 $337,793,443 +$10,826,605 $10.85 78
2016 Q3 29,815,807 $280,138,899 -$1,195,512 $9.40 71
2016 Q2 29,766,417 $164,006,649 +$62,275 $5.51 70
2016 Q1 30,124,118 $222,611,607 -$3,100,684 $7.39 75
2015 Q4 30,617,834 $218,612,543 -$7,356,156 $7.14 73
2015 Q3 31,442,850 $243,981,432 -$2,303,777 $7.76 71
2015 Q2 31,447,212 $303,774,718 +$9,434,373 $9.66 78
2015 Q1 31,087,811 $230,979,781 +$2,386,228 $7.43 71
2014 Q4 30,210,749 $275,216,401 -$6,042,866 $9.11 80
2014 Q3 30,649,564 $325,806,541 -$21,215,139 $10.63 82
2014 Q2 31,369,918 $526,997,498 +$10,910,835 $16.80 104
2014 Q1 30,444,827 $572,232,676 +$22,969,143 $18.80 101