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
$2.30
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
41,815,939
Total reported value
$130,072,487
% of total 13F portfolios
0%
Share change
+1,199,193
Value change
+$4,121,602
Number of holders
101
Price from insider filings
$2.30
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% $7,271,547 4,380,450 Lagoda Investment Management, L.P. 31 Mar 2025

As of 30 Sep 2025, 101 institutional investors reported holding 41,815,939 shares of Stereotaxis, Inc. - Common Stock, par value $0.001 per share (STXS). This represents 49% 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 46% 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% 11% $42,546,523
Lagoda Investment Management, L.P. 5.5% 4,707,400 +0.42% 8.3% $14,640,014
BlackRock, Inc. 4.6% 3,976,252 +2.3% 0% $12,366,144
VANGUARD GROUP INC 4% 3,441,091 +4.2% 0% $10,701,793
Arbiter Partners Capital Management LLC 3.3% 2,853,856 0% 6.1% $8,875,492
ESSEX INVESTMENT MANAGEMENT CO LLC 1.9% 1,598,114 +3.5% 0.76% $4,970,135
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,509,691 +2.1% 0% $4,696,569
Archon Capital Management LLC 1.4% 1,226,044 -4.5% 2.3% $3,812,997
Warberg Asset Management LLC 1.2% 1,049,867 -13% 0.92% $3,291,332
Prescott Group Capital Management, L.L.C. 1% 901,252 -21% 0.3% $2,802,894
STATE STREET CORP 0.93% 800,433 -0.47% 0% $2,489,347
NORTHERN TRUST CORP 0.59% 507,766 +5.1% 0% $1,579,152
Legato Capital Management LLC 0.54% 460,299 0% 0.16% $1,431,530
RENAISSANCE TECHNOLOGIES LLC 0.44% 380,400 +768% 0% $1,183,044
TWO SIGMA INVESTMENTS, LP 0.42% 361,888 0% $1,125,472
ROYAL BANK OF CANADA 0.3% 259,115 -1.6% 0% $806,000
Bank of New York Mellon Corp 0.24% 208,225 +9.3% 0% $647,579
GOLDMAN SACHS GROUP INC 0.22% 193,124 +72% 0% $600,615
Independent Advisor Alliance 0.22% 190,740 +1.1% 0.02% $593,203
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 190,387 +0.63% 0% $592,104
JANE STREET GROUP, LLC 0.21% 177,557 +383% 0% $552,202
TWO SIGMA ADVISERS, LP 0.2% 171,600 0% $533,676
BARCLAYS PLC 0.17% 143,184 -0.5% 0% $445,301
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.16% 141,400 0% 0.01% $439,754
RHUMBLINE ADVISERS 0.16% 140,824 -5.4% 0% $437,955

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 156,059 $358,211 +$121,542 $2.30 10
2025 Q3 41,815,939 $130,072,487 +$4,121,602 $3.11 101
2025 Q2 40,610,836 $86,100,904 +$2,600,799 $2.12 84
2025 Q1 39,451,297 $69,433,238 -$2,974,253 $1.76 86
2024 Q4 41,160,059 $93,845,814 +$1,769,446 $2.28 84
2024 Q3 40,376,525 $82,368,375 -$183,889 $2.04 83
2024 Q2 40,139,172 $73,034,142 -$2,515,883 $1.82 72
2024 Q1 40,433,998 $105,548,588 +$8,589,365 $2.61 78
2023 Q4 37,181,871 $65,069,309 -$1,179,806 $1.75 59
2023 Q3 37,834,424 $59,780,531 -$107,284 $1.58 55
2023 Q2 37,958,255 $58,075,954 +$5,628,251 $1.53 58
2023 Q1 34,212,380 $69,738,627 -$1,979,101 $2.04 66
2022 Q4 35,503,848 $73,498,805 +$809,668 $2.07 70
2022 Q3 35,995,850 $64,850,000 -$1,765,982 $1.80 64
2022 Q2 36,469,316 $67,099,608 -$13,420,999 $1.84 78
2022 Q1 40,058,609 $149,417,054 -$9,118,140 $3.73 87
2021 Q4 42,106,368 $261,002,696 +$569,742 $6.20 91
2021 Q3 42,030,241 $226,192,825 -$21,698,029 $5.38 99
2021 Q2 43,840,422 $422,625,606 +$18,170,356 $9.64 96
2021 Q1 42,791,495 $287,563,360 +$12,463,412 $6.72 77
2020 Q4 41,111,265 $209,256,545 +$5,751,745 $5.09 72
2020 Q3 40,333,839 $144,390,790 -$371,801 $3.58 68
2020 Q2 40,359,258 $179,999,971 +$37,681,574 $4.46 74
2020 Q1 30,127,478 $90,982,510 +$4,951,428 $3.02 46
2019 Q4 29,600,405 $156,855,645 +$15,494,920 $5.29 45
2019 Q3 26,135,776 $91,736,755 +$43,675,969 $3.51 24
2019 Q2 13,692,454 $39,708,000 $0 $2.92 2
2019 Q1 13,692,454 $26,700,000 $0 $1.94 2
2018 Q4 13,692,454 $14,802,000 $0 $1.09 2
2018 Q3 13,692,454 $16,567,000 $0 $1.19 2
2018 Q2 13,692,454 $10,543,000 $0 $0.76 2
2018 Q1 13,692,454 $9,104,000 +$8,183,384 $0.67 2
2017 Q4 1,384,762 $1,108,000 $0 $0.82 2
2017 Q3 1,384,762 $1,136,000 $0 $0.83 2
2017 Q2 1,384,762 $803,000 $0 $0.58 2
2017 Q1 1,384,762 $789,000 -$82,640 $0.58 2
2016 Q4 1,512,432 $982,000 -$20,584 $0.65 3
2016 Q3 1,536,332 $1,336,000 -$1,736,048 $0.87 4
2016 Q2 3,330,013 $3,242,000 +$139,637 $0.98 20
2016 Q1 3,191,754 $3,508,000 +$8,900 $1.10 21
2015 Q4 3,210,506 $2,387,000 -$89,201 $0.75 23
2015 Q3 3,194,153 $2,962,000 -$163,043 $0.93 25
2015 Q2 3,444,431 $4,958,880 +$98,967 $1.44 24
2015 Q1 3,391,319 $6,959,100 -$239,084 $2.05 24
2014 Q4 3,602,534 $5,329,046 +$515,732 $1.48 27
2014 Q3 3,075,656 $7,134,775 -$260,303 $2.32 25
2014 Q2 3,145,940 $11,170,306 +$293,516 $3.55 30
2014 Q1 3,063,266 $13,017,500 -$1,105,332 $4.25 29