DaveManuel.com · Institutional Ownership · Who Owns It
STONERIDGE INC (SRI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
113
Reporting holders
$167.5M
Reported value
81.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-1
Holder change
Institutions report 23,109,440 shares against 28,522,874 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $18.7M | 2,559,252 | 0.00% | 8q | +118.8%+$10.2M |
| 22NW, LP | $18.1M | 2,466,975 | 17.25% | 7q | HELD |
| FEDERATED HERMES, INC. | $8.9M | 1,214,355 | 0.01% | 7q | +2.4%+$210.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 1,203,756 | 0.00% | 2q | +5.1%+$430.2K |
| Ewing Morris & Co. Investment Partners Ltd. | $8.2M | 1,352,980 | 4.27% | 19q | -0.9%-$72.9K |
| DIMENSIONAL FUND ADVISORS LP | $7.8M | 1,066,041 | 0.00% | 31q | -12.5%-$1.1M |
| AYAL Capital Advisors Ltd | $7.4M | 1,004,860 | 1.99% | 11q | -7.7%-$615.9K |
| AMERICAN CENTURY COMPANIES INC | $7.2M | 980,872 | 0.00% | 13q | +14.3%+$896.0K |
| ROYCE & ASSOCIATES LP | $6.1M | 836,293 | 0.05% | 31q | +13.6%+$732.1K |
| ACADIAN ASSET MANAGEMENT LLC | $5.4M | 736,167 | 0.01% | 8q | +2.4%+$126.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 721,954 | 0.00% | 31q | +114.0%+$2.8M |
| EVR Research LP | $5.1M | 700,000 | 2.53% | 2q | -9.1%-$512.4K |
| ArrowMark Colorado Holdings LLC | $4.8M | 661,462 | 0.20% | 19q | -29.5%-$2.0M |
| D. E. Shaw & Co., Inc. | $4.2M | 579,852 | 0.00% | 9q | -13.1%-$642.0K |
| MARSHALL WACE, LLP | $3.6M | 490,557 | 0.00% | 7q | -8.5%-$333.1K |
| TWO SIGMA INVESTMENTS, LP | $2.9M | 402,194 | 0.00% | 7q | +3.6%+$103.6K |
| Russell Investments Group, Ltd. | $2.5M | 345,240 | 0.00% | 22q | -40.2%-$1.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.3M | 318,518 | 0.01% | 13q | +20.8%+$401.4K |
| STATE STREET CORP | $2.3M | 308,863 | 0.00% | 31q | +129.9%+$1.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1M | 289,713 | 0.00% | 2q | +36.9%+$571.6K |
| Man Group plc | $2.0M | 279,924 | 0.00% | 6q | -6.0%-$130.4K |
| MORGAN STANLEY | $1.9M | 256,804 | 0.00% | 35q | +6.3%+$112.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.8M | 252,463 | 0.03% | 6q | +24.7%+$366.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 252,200 | 0.00% | 8q | -11.5%-$239.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.8M | 242,848 | 0.00% | 31q | +36.9%+$479.3K |
| Shay Capital LLC | $1.7M | 230,000 | 0.11% | 2q | +82.0%+$758.4K |
| NORTHERN TRUST CORP | $1.6M | 219,238 | 0.00% | 31q | +206.9%+$1.1M |
| GOLDMAN SACHS GROUP INC | $1.6M | 217,458 | 0.00% | 31q | -6.4%-$109.6K |
| GAMCO INVESTORS, INC. ET AL | $1.5M | 200,000 | 0.01% | 31q | HELD |
| CITADEL ADVISORS LLC | $1.4M | 189,499 | 0.00% | 31q | +211.7%+$942.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 188,897 | 0.00% | 2q | +14.0%+$169.7K |
| GLOBEFLEX CAPITAL L P | $1.2M | 163,443 | 0.15% | 5q | -21.7%-$332.4K |
| TUDOR INVESTMENT CORP ET AL | $1.0M | 141,626 | 0.00% | 8q | +10.6%+$99.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $940.7K | 128,515 | 0.00% | 7q | -65.6%-$1.8M |
| Assenagon Asset Management S.A. | $854.5K | 116,736 | 0.00% | 18q | -59.6%-$1.3M |
| PANAGORA ASSET MANAGEMENT INC | $680.4K | 92,956 | 0.00% | 4q | HELD |
| HSBC HOLDINGS PLC | $672.3K | 91,841 | 0.00% | 12q | -8.5%-$62.6K |
| MILLENNIUM MANAGEMENT LLC | $637.0K | 87,020 | 0.00% | 9q | -78.4%-$2.3M |
| Qube Research & Technologies Ltd | $591.8K | 80,843 | 0.00% | 9q | -65.9%-$1.1M |
| WealthTrust Axiom LLC | $541.0K | 73,910 | 0.12% | 3q | +51.4%+$183.7K |
| Bank of New York Mellon Corp | $524.8K | 71,692 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $509.0K | 69,446 | 0.00% | 31q | +49.6%+$168.7K |
| GABELLI FUNDS LLC | $490.4K | 67,000 | 0.00% | 31q | +13.6%+$58.6K |
| Empowered Funds, LLC | $484.1K | 66,131 | 0.00% | 3q | +6.9%+$31.1K |
| Nuveen, LLC | $384.4K | 52,519 | 0.00% | new | NEW |
| BARCLAYS PLC | $374.4K | 51,146 | 0.00% | 31q | -60.1%-$564.7K |
| CHANNEL WEALTH LLC | $369.3K | 50,450 | 0.08% | 3q | +3.7%+$13.2K |
| Boston Partners | $368.1K | 50,280 | 0.00% | 19q | -35.3%-$200.7K |
| Connor, Clark & Lunn Investment Management Ltd. | $308.8K | 42,185 | 0.00% | 8q | -42.8%-$230.9K |
| AMERIPRISE FINANCIAL INC | $308.6K | 42,155 | 0.00% | 31q | HELD |
| ALGERT GLOBAL LLC | $292.1K | 39,899 | 0.00% | 5q | +54.2%+$102.6K |
| UBS Group AG | $273.2K | 37,324 | 0.00% | 31q | -85.5%-$1.6M |
| XTX Topco Ltd | $261.5K | 35,727 | 0.00% | 9q | HELD |
| Quantinno Capital Management LP | $242.3K | 33,103 | 0.00% | 7q | +4.0%+$9.2K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $238.8K | 32,620 | 0.00% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $237.8K | 32,491 | 0.00% | 31q | -52.8%-$266.5K |
| Invesco Ltd. | $213.0K | 29,096 | 0.00% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $203.3K | 27,769 | 0.01% | new | NEW |
| DEUTSCHE BANK AG\ | $201.1K | 27,474 | 0.00% | 34q | +28518.8%+$200.4K |
| BROWN ADVISORY INC | $193.2K | 26,388 | 0.00% | 31q | HELD |
| Dynamic Technology Lab Private Ltd | $187.0K | 25,528 | 0.04% | new | NEW |
| RHUMBLINE ADVISERS | $179.7K | 24,556 | 0.00% | 31q | +525.6%+$151.0K |
| WELLS FARGO & COMPANY/MN | $172.0K | 23,495 | 0.00% | new | NEW |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $164.7K | 22,500 | 0.02% | 2q | HELD |
| nVerses Capital, LLC | $164.5K | 22,470 | 0.25% | new | NEW |
| Encompass More Asset Management | $153.8K | 21,009 | 0.02% | 8q | HELD |
| VILLERE ST DENIS J & CO LLC | $146.4K | 20,000 | 0.02% | 3q | -33.3%-$73.2K |
| RBF Capital, LLC | $146.4K | 20,000 | 0.01% | 5q | -75.0%-$439.2K |
| Teton Advisors, LLC | $146.4K | 20,000 | 0.08% | 4q | HELD |
| PNC Financial Services Group, Inc. | $140.7K | 19,222 | 0.00% | 31q | +5.7%+$7.6K |
| Sequoia Financial Advisors, LLC | $133.5K | 18,241 | 0.00% | 2q | -1.9%-$2.6K |
| SEI INVESTMENTS CO | $126.9K | 17,339 | 0.00% | 3q | -44.2%-$100.7K |
| MetLife Investment Management, LLC | $124.5K | 17,002 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $120.0K | 16,400 | 0.00% | 3q | HELD |
| Susquehanna Portfolio Strategies, LLC | $119.4K | 16,314 | 0.00% | 4q | -37.4%-$71.5K |
| Graham Capital Management, L.P. | $113.7K | 15,534 | 0.00% | new | NEW |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $106.1K | 14,500 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $103.3K | 13,634 | 0.00% | new | NEW |
| Advisory Advocates, LLC | $98.8K | 13,500 | 0.08% | 3q | HELD |
| Engineers Gate Manager LP | $96.6K | 13,200 | 0.00% | 8q | -79.5%-$374.0K |
| CITIGROUP INC | $94.9K | 12,962 | 0.00% | 31q | -40.8%-$65.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $94.6K | 12,917 | 0.00% | new | NEW |
| Olympiad Research LP | $87.5K | 11,956 | 0.18% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $74.3K | 10,150 | 0.00% | 7q | -97.2%-$2.6M |
| Vanguard Global Advisers, LLC | $73.8K | 10,087 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $71.2K | 9,721 | 0.00% | 31q | -6.7%-$5.1K |
| Police & Firemen's Retirement System of New Jersey | $60.6K | 8,273 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $55.6K | 7,600 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $22.6K | 3,084 | 0.00% | 3q | +2984.0%+$21.8K |
| Legal & General Group Plc | $20.0K | 2,738 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $20.0K | 2,702 | 0.00% | 31q | +277.4%+$14.7K |
| Versant Capital Management, Inc | $19.7K | 2,693 | 0.00% | 6q | -1.4% |
| GROUP ONE TRADING LLC | $19.0K CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| Ameritas Investment Partners, Inc. | $18.6K | 2,546 | 0.00% | new | NEW |
| FMR LLC | $17.5K | 2,389 | 0.00% | 18q | -20.9%-$4.6K |
| Sterling Capital Management LLC | $4.1K | 565 | 0.00% | new | NEW |
| Blue Trust, Inc. | $3.5K | 474 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $3.4K | 464 | 0.00% | 6q | +125.2%+$1.9K |
| OSAIC HOLDINGS, INC. | $3.1K | 419 | 0.00% | 26q | +109.5%+$1.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.8K | 386 | 0.00% | new | NEW |
Showing the largest 100 of 113 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-07 | 2026-10-02 | Material agreement entered | filing |
| 2026-09-23 | 2026-09-17 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $491.9K | 73,972 | 4 | 4 | 2 | 0.0% |
| Q2 2026 | 113 | $167.5M | 23,109,440 | 21 | 33 | 38 | 0.0% |
| Q1 2026 | 114 | $112.2M | 23,455,982 | 11 | 32 | 43 | 0.0% |
| Q4 2025 | 125 | $137.1M | 23,872,604 | 25 | 35 | 45 | 0.0% |
| Q3 2025 | 117 | $182.7M | 24,199,599 | 14 | 34 | 41 | 0.0% |
| Q2 2025 | 129 | $179.1M | 25,638,367 | 30 | 45 | 36 | 0.1% |
| Q1 2025 | 129 | $121.4M | 26,124,562 | 17 | 47 | 41 | 0.5% |
| Q4 2024 | 130 | $167.2M | 26,288,415 | 27 | 49 | 35 | 0.7% |
| Q3 2024 | 130 | $300.0M | 26,681,499 | 29 | 38 | 42 | 0.0% |
| Q2 2024 | 115 | $439.2M | 27,277,699 | 22 | 41 | 29 | 0.9% |
| Q1 2024 | 108 | $525.2M | 28,102,916 | 9 | 33 | 39 | 0.8% |
| Q4 2023 | 116 | $534.9M | 27,320,480 | 6 | 43 | 39 | 0.1% |
| Q3 2023 | 118 | $539.2M | 26,874,368 | 10 | 36 | 41 | 0.0% |
| Q2 2023 | 114 | $510.3M | 27,054,190 | 8 | 41 | 38 | 0.0% |
| Q1 2023 | 118 | $493.1M | 26,371,254 | 14 | 41 | 42 | 0.0% |
| Q4 2022 | 116 | $555.7M | 25,774,189 | 16 | 36 | 38 | 0.0% |
| Q3 2022 | 106 | $470.6M | 27,766,199 | 4 | 33 | 36 | 0.0% |
| Q2 2022 | 112 | $478.7M | 27,532,545 | 10 | 36 | 39 | 0.9% |
| Q1 2022 | 120 | $578.6M | 27,413,297 | 25 | 39 | 31 | 1.5% |
| Q4 2021 | 109 | $658.2M | 33,252,784 | 11 | 41 | 29 | 0.0% |
| Q3 2021 | 106 | $673.8M | 33,017,116 | 12 | 36 | 33 | 0.1% |
| Q2 2021 | 113 | $1.4B | 47,641,906 | 6 | 35 | 50 | 0.1% |
| Q1 2021 | 117 | $1.0B | 32,362,547 | 12 | 33 | 52 | 0.1% |
| Q4 2020 | 116 | $1.0B | 33,199,463 | 20 | 36 | 43 | 0.0% |
| Q3 2020 | 107 | $640.3M | 34,799,309 | 10 | 29 | 43 | 0.0% |
| Q2 2020 | 111 | $718.9M | 34,804,470 | 17 | 35 | 39 | 0.0% |
| Q1 2020 | 117 | $770.9M | 46,009,390 | 10 | 28 | 57 | 0.0% |
| Q4 2019 | 146 | $1.1B | 36,135,612 | 15 | 41 | 56 | 0.0% |
| Q3 2019 | 149 | $1.1B | 36,571,167 | 20 | 40 | 63 | 0.0% |
| Q2 2019 | 145 | $1.2B | 37,907,348 | 18 | 48 | 53 | 0.1% |
| Q1 2019 | 156 | $1.1B | 36,661,157 | 18 | 45 | 62 | 0.0% |
| Q4 2018 | 150 | $922.0M | 37,287,644 | 4 | 1 | 3 | 0.3% |