DaveManuel.com · Institutional Ownership · Who Owns It
STAAR SURGICAL CO (STAA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
202
Reporting holders
$1.6B
Reported value
110.1%
Of shares outstanding
0.7%
Calls
0.6%
Puts
+15
Holder change
Institutions report 55,201,314 shares against 50,143,984 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| BROADWOOD CAPITAL INC | $462.6M | 16,123,842 | 24.18% | 31q | HELD |
| BlackRock, Inc. | $193.1M | 6,731,154 | 0.00% | 8q | +1.0%+$1.9M |
| Madison Avenue Partners, LP | $119.8M | 4,175,748 | 5.16% | 2q | +71.0%+$49.8M |
| Yunqi Capital Ltd | $93.4M | 3,257,130 | 74.80% | 13q | HELD |
| Point72 Asset Management, L.P. | $69.9M | 2,437,446 | 0.08% | 2q | +196.1%+$46.3M |
| GOLDMAN SACHS GROUP INC | $61.7M | 2,150,809 | 0.01% | 31q | +101.0%+$31.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $56.8M | 1,979,573 | 0.00% | 2q | -6.8%-$4.1M |
| STATE STREET CORP | $50.8M | 1,769,354 | 0.00% | 31q | -3.5%-$1.8M |
| Anatole Investment Management Ltd | $47.4M | 1,651,701 | 8.03% | 2q | +3.1%+$1.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $44.5M | 1,552,743 | 0.00% | 2q | -8.2%-$4.0M |
| MORGAN STANLEY | $37.8M | 1,316,119 | 0.00% | 35q | -12.2%-$5.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $30.9M | 1,076,006 | 0.00% | 31q | +5.9%+$1.7M |
| Two Seas Capital LP | $30.5M | 1,064,389 | 0.60% | 2q | +2.6%+$786.6K |
| DIMENSIONAL FUND ADVISORS LP | $24.9M | 867,142 | 0.00% | 31q | +5.6%+$1.3M |
| AMERICAN CAPITAL MANAGEMENT INC | $24.3M | 846,659 | 1.09% | 17q | -3.6%-$900.2K |
| AI-Squared Management Ltd | $15.6M | 542,420 | 8.30% | 2q | +102.3%+$7.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.8M | 445,713 | 0.00% | 31q | +9.1%+$1.1M |
| CITADEL ADVISORS LLC | $12.4M incl. $5.7M options CALL+PUT | 233,384 | 0.00% | 31q | -78.0%-$43.9M |
| Defender Capital, LLC. | $12.4M | 431,187 | 4.02% | 3q | -33.1%-$6.1M |
| NORTHERN TRUST CORP | $12.1M | 423,112 | 0.00% | 31q | +5.7%+$656.8K |
| UBS Group AG | $11.6M incl. $1.8M options PUT | 341,183 | 0.00% | 31q | +89.6%+$5.5M |
| NORGES BANK | $10.5M | 365,200 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $9.8M | 340,400 | 0.01% | 3q | +151.8%+$5.9M |
| Defilade Capital Management, L.P. | $9.2M | 322,126 | 1.24% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $9.2M | 322,004 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.2M incl. $5.8M options CALL+PUT | 81,601 | 0.00% | 31q | -55.4%-$10.1M |
| PRINCIPAL FINANCIAL GROUP INC | $6.9M | 241,976 | 0.00% | 31q | HELD |
| Bank of New York Mellon Corp | $6.6M | 229,278 | 0.00% | 31q | -1.0%-$64.5K |
| Squarepoint Ops LLC | $5.4M | 188,292 | 0.01% | 2q | -45.7%-$4.5M |
| BANK OF AMERICA CORP /DE/ | $5.3M | 183,775 | 0.00% | 31q | +183.8%+$3.4M |
| Public Sector Pension Investment Board | $4.9M | 171,037 | 0.01% | 12q | -3.9%-$197.2K |
| Nuveen, LLC | $4.7M | 164,142 | 0.00% | 6q | +19.0%+$752.3K |
| Invesco Ltd. | $3.8M | 133,417 | 0.00% | 31q | -10.5%-$447.9K |
| Freshford Capital Management, LLC | $3.6M | 125,000 | 1.23% | 2q | HELD |
| JPMORGAN CHASE & CO | $3.3M | 112,316 | 0.00% | 31q | +201.2%+$2.2M |
| IMC-Chicago, LLC | $3.2M incl. $2.5M options CALL+PUT | 23,187 | 0.00% | 3q | +28.0%+$694.7K |
| TWO SIGMA INVESTMENTS, LP | $3.2M | 110,288 | 0.00% | 6q | -80.3%-$12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 107,417 | 0.00% | 31q | +10.1%+$282.2K |
| RHUMBLINE ADVISERS | $2.9M | 102,305 | 0.00% | 31q | -20.9%-$773.2K |
| Legal & General Group Plc | $2.9M | 100,197 | 0.00% | 31q | -1.5%-$43.9K |
| JANE STREET GROUP, LLC | $2.8M incl. $2.1M options CALL+PUT | 24,559 | 0.00% | 5q | -94.4%-$47.6M |
| Walleye Trading LLC | $2.7M incl. $2.4M options CALL+PUT | 8,688 | 0.00% | 14q | +1835.0%+$2.5M |
| ZACKS INVESTMENT MANAGEMENT | $2.4M | 82,874 | 0.02% | 2q | +87.2%+$1.1M |
| AMERIPRISE FINANCIAL INC | $2.2M | 77,890 | 0.00% | 22q | -5.0%-$118.2K |
| Linden Thomas Advisory Services, LLC | $1.9M | 67,583 | 0.16% | 13q | +87.3%+$903.9K |
| Meros Investment Management, LP | $1.9M | 65,000 | 0.59% | new | NEW |
| Quantinno Capital Management LP | $1.7M | 60,760 | 0.00% | 2q | +2.5%+$41.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.7M | 60,166 | 0.00% | 25q | +16.7%+$247.5K |
| Swiss National Bank | $1.7M | 59,700 | 0.00% | 31q | -6.7%-$123.4K |
| GABELLI FUNDS LLC | $1.6M | 54,718 | 0.01% | 4q | -75.7%-$4.9M |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.5M | 51,621 | 0.10% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.4M | 50,062 | 0.00% | 22q | -4.0%-$59.2K |
| PRUDENTIAL FINANCIAL INC | $1.4M | 49,684 | 0.00% | 25q | +0.6%+$8.3K |
| INTECH INVESTMENT MANAGEMENT LLC | $1.4M | 49,107 | 0.01% | new | NEW |
| Range Financial Group LLC | $1.4M | 49,066 | 0.38% | new | NEW |
| Corient Private Wealth LP | $1.4M | 48,968 | 0.00% | 2q | +1.6%+$22.1K |
| Y-Intercept (Hong Kong) Ltd | $1.4M | 47,343 | 0.03% | new | NEW |
| CANADA LIFE ASSURANCE Co | $1.1M | 38,986 | 0.00% | 31q | -5.8%-$69.0K |
| Brevan Howard Capital Management LP | $1.1M | 37,670 | 0.01% | 2q | +4.9%+$50.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.1M | 37,161 | 0.01% | new | NEW |
| Headlands Technologies LLC | $1.1M | 36,898 | 0.11% | 3q | +19.0%+$169.0K |
| SIERRA SUMMIT ADVISORS LLC | $1.0M | 36,524 | 0.12% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $1.0M | 36,347 | 0.07% | 3q | +79.4%+$461.6K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1.0M | 35,378 | 0.05% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $994.9K | 34,676 | 0.00% | 2q | +117.4%+$537.3K |
| DEUTSCHE BANK AG\ | $993.4K | 34,626 | 0.00% | 34q | +80.7%+$443.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $968.4K | 33,754 | 0.00% | 31q | +6.1%+$55.5K |
| WELLS FARGO & COMPANY/MN | $965.3K | 33,647 | 0.00% | 31q | +132.6%+$550.3K |
| ALLIANCEBERNSTEIN L.P. | $953.0K | 50,962 | 0.00% | 31q | -13.5%-$149.3K |
| Creative Planning | $951.9K | 33,179 | 0.00% | 9q | +40.8%+$275.8K |
| Tidal Investments LLC | $951.6K | 33,170 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $938.0K | 32,694 | 0.00% | 22q | -1.5%-$14.6K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $932.4K | 32,500 | 0.14% | 4q | -75.7%-$2.9M |
| BNP PARIBAS FINANCIAL MARKETS | $891.5K | 31,073 | 0.00% | 31q | +154.1%+$540.6K |
| AMERICAN CENTURY COMPANIES INC | $838.0K | 29,210 | 0.00% | 5q | -0.8%-$6.7K |
| Jain Global LLC | $822.4K | 28,666 | 0.00% | new | NEW |
| Illinois Municipal Retirement Fund | $770.1K | 26,841 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $715.0K | 24,922 | 0.00% | 13q | -32.0%-$336.9K |
| D. E. Shaw & Co., Inc. | $631.3K | 22,005 | 0.00% | 7q | -21.0%-$167.6K |
| Louisiana State Employees Retirement System | $625.4K | 21,800 | 0.01% | 22q | -1.4%-$8.6K |
| Engineers Gate Manager LP | $618.3K | 21,550 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $616.1K | 21,475 | 0.00% | 2q | +14.1%+$76.3K |
| CITIGROUP INC | $613.5K | 21,383 | 0.00% | 31q | +203.3%+$411.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $611.3K | 21,308 | 0.00% | 2q | HELD |
| MetLife Investment Management, LLC | $564.6K | 19,678 | 0.00% | 32q | +4.2%+$22.9K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $549.0K | 19,135 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $541.4K | 18,871 | 0.00% | new | NEW |
| XTX Topco Ltd | $528.8K | 18,431 | 0.01% | 3q | -45.9%-$447.8K |
| FMR LLC | $505.6K | 17,624 | 0.00% | 31q | +2.7%+$13.1K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $485.8K | 16,931 | 0.00% | 31q | HELD |
| State of Alaska, Department of Revenue | $470.0K | 16,396 | 0.00% | 22q | -33.2%-$233.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $448.6K | 15,637 | 0.00% | 9q | -2.7%-$12.7K |
| State of Tennessee, Department of Treasury | $424.3K | 14,789 | 0.00% | 22q | +34.1%+$107.9K |
| BARCLAYS PLC | $416.4K | 14,512 | 0.00% | 31q | +120.3%+$227.3K |
| BFC Planning, Inc. | $414.1K | 14,435 | 0.02% | 7q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $395.7K | 13,791 | 0.00% | 31q | HELD |
| Amundi | $389.5K | 13,575 | 0.00% | 2q | -16.7%-$77.9K |
| Quantbot Technologies LP | $384.0K | 13,385 | 0.02% | 2q | +379.9%+$304.0K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $382.4K | 13,330 | 0.00% | 19q | HELD |
| Schonfeld Strategic Advisors LLC | $377.4K | 13,155 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 9.2% |
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 |
|---|---|---|---|
| 2026-10-05 | 2026-09-08 | Directors or officers departed or appointed | filing |
| 2026-09-10 | 2026-09-09 | Directors or officers departed or appointed | filing |
| 2026-08-06 | 2026-08-05 | Directors or officers departed or appointed | 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 | 40 | $46.8M | 2,070,713 | 9 | 12 | 6 | 0.0% |
| Q2 2026 | 202 | $1.6B | 55,201,314 | 47 | 58 | 52 | 1.3% |
| Q1 2026 | 187 | $1.0B | 53,925,724 | 37 | 51 | 64 | 1.8% |
| Q4 2025 | 207 | $1.2B | 52,389,899 | 43 | 48 | 68 | 3.2% |
| Q3 2025 | 202 | $1.4B | 50,650,638 | 69 | 43 | 64 | 2.0% |
| Q2 2025 | 171 | $909.8M | 53,920,536 | 22 | 62 | 53 | 0.5% |
| Q1 2025 | 187 | $930.1M | 52,287,007 | 28 | 68 | 55 | 0.8% |
| Q4 2024 | 214 | $1.2B | 48,409,325 | 20 | 71 | 72 | 0.6% |
| Q3 2024 | 240 | $1.9B | 49,517,710 | 43 | 72 | 81 | 1.4% |
| Q2 2024 | 228 | $2.3B | 48,129,866 | 54 | 65 | 61 | 0.9% |
| Q1 2024 | 206 | $2.0B | 50,573,479 | 40 | 59 | 63 | 1.6% |
| Q4 2023 | 211 | $1.6B | 51,878,525 | 19 | 52 | 88 | 1.6% |
| Q3 2023 | 223 | $2.2B | 53,500,687 | 33 | 92 | 64 | 1.6% |
| Q2 2023 | 248 | $2.7B | 50,840,159 | 36 | 72 | 88 | 1.3% |
| Q1 2023 | 256 | $3.2B | 49,180,426 | 34 | 78 | 92 | 2.3% |
| Q4 2022 | 276 | $2.4B | 46,697,577 | 36 | 93 | 105 | 3.9% |
| Q3 2022 | 294 | $20.8B | 291,962,868 | 49 | 102 | 84 | 0.7% |
| Q2 2022 | 271 | $20.9B | 293,821,599 | 37 | 119 | 64 | 0.3% |
| Q1 2022 | 263 | $14.1B | 175,685,552 | 39 | 96 | 76 | 0.5% |
| Q4 2021 | 278 | $12.8B | 138,778,106 | 32 | 100 | 98 | 1.1% |
| Q3 2021 | 289 | $14.6B | 111,752,283 | 45 | 103 | 101 | 1.8% |
| Q2 2021 | 281 | $15.3B | 99,370,613 | 70 | 93 | 83 | 1.1% |
| Q1 2021 | 227 | $6.8B | 63,391,646 | 62 | 64 | 71 | 1.6% |
| Q4 2020 | 193 | $4.3B | 53,410,776 | 27 | 58 | 69 | 2.0% |
| Q3 2020 | 177 | $3.1B | 54,194,811 | 27 | 51 | 69 | 1.1% |
| Q2 2020 | 192 | $4.6B | 71,846,086 | 50 | 53 | 62 | 3.0% |
| Q1 2020 | 163 | $2.6B | 77,723,341 | 26 | 52 | 57 | 2.1% |
| Q4 2019 | 166 | $2.6B | 71,980,499 | 31 | 50 | 52 | 2.4% |
| Q3 2019 | 149 | $1.8B | 68,467,918 | 20 | 42 | 61 | 1.5% |
| Q2 2019 | 154 | $2.1B | 69,027,245 | 21 | 68 | 41 | 1.3% |
| Q1 2019 | 184 | $2.5B | 74,161,877 | 28 | 57 | 72 | 0.5% |
| Q4 2018 | 181 | $2.4B | 73,715,818 | 5 | 5 | 2 | 0.4% |