Stoneridge Ownership 2024 | Who Owns Stoneridge Now?
Institutional Ownership
98.53%
Insider Ownership
4.30%
Retail Ownership
-2.83%
Institutional Holders
114.00
Stoneridge Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | 10.91% | 0.10% | 3,011,095 | -18,926 | -0.62% | 48,058,000 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 7.92% | 0.35% | 2,187,286 | -32,706 | -1.47% | 34,909,091 | Jun 30, 2024 |
| BLACKROCK INC. | 7.62% | 0.00% | 2,103,386 | 15,049 | 0.72% | 33,570,040 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 7.49% | 1.10% | 2,066,819 | 1,409 | 0.07% | 32,986,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.89% | 0.00% | 1,625,967 | 102,942 | 6.76% | 25,950,434 | Jun 30, 2024 |
| COOKE & BIELER LP | 5.55% | 0.24% | 1,532,951 | -57,333 | -3.61% | 24,465,898 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.50% | 0.01% | 1,519,150 | -32,054 | -2.07% | 24,245,443 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 5.40% | 0.28% | 1,492,279 | -120,166 | -7.45% | 23,816,773 | Jun 30, 2024 |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 4.40% | 12.33% | 1,214,699 | - | - | 19,386,596 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 4.38% | 0.18% | 1,208,582 | 86,663 | 7.72% | 19,288,969 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.00% | 620,088 | 38,229 | 6.57% | 9,898,125 | Jun 30, 2024 |
| STATE STREET CORP | 2.23% | 0.00% | 617,052 | -8,519 | -1.36% | 9,848,150,000 | Jun 30, 2024 |
| EVR RESEARCH LP | 1.97% | 2.60% | 545,000 | 145,000 | 36.25% | 8,698,200 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.84% | 0.17% | 507,872 | 195,205 | 62.43% | 8,105,637 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 1.49% | 0.45% | 410,270 | 23,030 | 5.95% | 6,547,909 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.48% | 0.00% | 409,854 | -50,727 | -11.01% | 6,541,270 | Jun 30, 2024 |
| AYAL CAPITAL ADVISORS LTD | 1.41% | 2.37% | 390,393 | 12,900 | 3.42% | 6,230,672 | Jun 30, 2024 |
| PEMBROKE MANAGEMENT, LTD | 1.29% | 0.76% | 356,285 | -483,866 | -57.59% | 5,686,309 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.26% | 0.01% | 347,714 | - | - | 5,549,515 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.09% | 0.00% | 300,619 | 66,179 | 28.23% | 4,797,879 | Jun 30, 2024 |
Stoneridge's largest institutional shareholder is THRIVENT FINANCIAL FOR LUTHERANS, holding 10.91% of the company's total share outstanding, currently valued at $48.06M. The top 10 institutional shareholders own together 65.06% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 4.40% | 12.33% | 1,214,699 | - | - | 19,386,596 | Jun 30, 2024 |
| EVR RESEARCH LP | 1.97% | 2.60% | 545,000 | 145,000 | 36.25% | 8,698,200 | Jun 30, 2024 |
| AYAL CAPITAL ADVISORS LTD | 1.41% | 2.37% | 390,393 | 12,900 | 3.42% | 6,230,672 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 7.49% | 1.10% | 2,066,819 | 1,409 | 0.07% | 32,986,000 | Jun 30, 2024 |
| PEMBROKE MANAGEMENT, LTD | 1.29% | 0.76% | 356,285 | -483,866 | -57.59% | 5,686,309 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 1.49% | 0.45% | 410,270 | 23,030 | 5.95% | 6,547,909 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.19% | 0.35% | 52,000 | -500 | -0.95% | 829,920 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 7.92% | 0.35% | 2,187,286 | -32,706 | -1.47% | 34,909,091 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.15% | 0.31% | 41,180 | 41,180 | 100.00% | 657,233 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 5.40% | 0.28% | 1,492,279 | -120,166 | -7.45% | 23,816,773 | Jun 30, 2024 |
| COOKE & BIELER LP | 5.55% | 0.24% | 1,532,951 | -57,333 | -3.61% | 24,465,898 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 4.38% | 0.18% | 1,208,582 | 86,663 | 7.72% | 19,288,969 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.84% | 0.17% | 507,872 | 195,205 | 62.43% | 8,105,637 | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT, LLC | 0.26% | 0.13% | 71,685 | -2,085 | -2.83% | 1,144,093 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.73% | 0.10% | 202,885 | -21,030 | -9.39% | 3,238,046 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 10.91% | 0.10% | 3,011,095 | -18,926 | -0.62% | 48,058,000 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.78% | 0.09% | 214,627 | -20,555 | -8.74% | 3,425,446 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.25% | 0.08% | 68,200 | 68,200 | 100.00% | 1,088,000 | Jun 30, 2024 |
| DISCIPLINED GROWTH INVESTORS INC /MN | 0.87% | 0.07% | 239,929 | 449 | 0.19% | 3,829,267 | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | 0.51% | 0.06% | 140,000 | 140,000 | 100.00% | 2,234,400 | Jun 30, 2024 |
The largest Stoneridge shareholder by % of total assets is EWING MORRIS & CO. INVESTMENT PARTNERS LTD.. The company owns 1.21M shares of Stoneridge (SRI), representing 12.33% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 1.84% | 0.17% | 507,872 | 195,205 | 62.43% | 8,105,637 | Jun 30, 2024 |
| EVR RESEARCH LP | 1.97% | 2.60% | 545,000 | 145,000 | 36.25% | 8,698,200 | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | 0.51% | 0.06% | 140,000 | 140,000 | 100.00% | 2,234,400 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.89% | 0.00% | 1,625,967 | 102,942 | 6.76% | 25,950,434 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 4.38% | 0.18% | 1,208,582 | 86,663 | 7.72% | 19,288,969 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.48% | 0.00% | 132,768 | 73,709 | 124.81% | 2,118,977 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.25% | 0.08% | 68,200 | 68,200 | 100.00% | 1,088,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.09% | 0.00% | 300,619 | 66,179 | 28.23% | 4,797,879 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.19% | 0.00% | 52,568 | 52,568 | 100.00% | 838,985 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.63% | 0.01% | 174,500 | 47,263 | 37.15% | 2,785,020 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.15% | 0.31% | 41,180 | 41,180 | 100.00% | 657,233 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.00% | 620,088 | 38,229 | 6.57% | 9,898,125 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.12% | 0.00% | 32,674 | 32,674 | 100.00% | 521,477 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.00% | 282,402 | 31,870 | 12.72% | 4,507,148 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.11% | 0.01% | 29,592 | 29,592 | 100.00% | 472,288 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.10% | 0.00% | 26,321 | 26,321 | 100.00% | 420,083 | Jun 30, 2024 |
| M&T BANK CORP | 0.55% | 0.01% | 151,414 | 25,609 | 20.36% | 2,416,284 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 0.00% | 160,184 | 23,569 | 17.25% | 2,556,537 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.09% | 0.00% | 24,727 | 23,127 | 1445.44% | 394,643 | Jun 30, 2024 |
| RANGER INVESTMENT MANAGEMENT, L.P. | 1.49% | 0.45% | 410,270 | 23,030 | 5.95% | 6,547,909 | Jun 30, 2024 |
As of Jun 30 2024, Stoneridge's largest institutional buyer is KENNEDY CAPITAL MANAGEMENT LLC. The company purchased 195.21K stocks of SRI, valued at $8.11M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEMBROKE MANAGEMENT, LTD | 1.29% | 0.76% | 356,285 | -483,866 | -57.59% | 5,686,309 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | - | - | - | -213,596 | -100.00% | - | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | - | - | - | -205,653 | -100.00% | - | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 5.40% | 0.28% | 1,492,279 | -120,166 | -7.45% | 23,816,773 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.38% | 0.00% | 104,221 | -88,066 | -45.80% | 1,663,367 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 182 | -86,782 | -99.79% | 2,905 | Jun 30, 2024 |
| SEI INVESTMENTS CO | - | - | - | -81,854 | -100.00% | - | Jun 30, 2024 |
| COOKE & BIELER LP | 5.55% | 0.24% | 1,532,951 | -57,333 | -3.61% | 24,465,898 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.48% | 0.00% | 409,854 | -50,727 | -11.01% | 6,541,270 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 7.92% | 0.35% | 2,187,286 | -32,706 | -1.47% | 34,909,091 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.50% | 0.01% | 1,519,150 | -32,054 | -2.07% | 24,245,443 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.73% | 0.10% | 202,885 | -21,030 | -9.39% | 3,238,046 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -20,596 | -100.00% | - | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.78% | 0.09% | 214,627 | -20,555 | -8.74% | 3,425,446 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.53% | 0.02% | 147,511 | -20,000 | -11.94% | 2,354,276 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 10.91% | 0.10% | 3,011,095 | -18,926 | -0.62% | 48,058,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.85% | 0.00% | 233,619 | -17,906 | -7.12% | 3,728,560,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.47% | 0.00% | 131,031 | -17,307 | -11.67% | 2,091,255 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.05% | - | 14,317 | -14,690 | -50.64% | 228,500 | Jun 30, 2024 |
As of Jun 30 2024, Stoneridge's biggest institutional seller is PEMBROKE MANAGEMENT, LTD. The company sold -0.48M shares of SRI, valued at $5.69M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COWEN AND COMPANY, LLC | 0.51% | 0.06% | 140,000 | 140,000 | 100.00% | 2,234,400 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.19% | 0.00% | 52,568 | 52,568 | 100.00% | 838,985 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.15% | 0.31% | 41,180 | 41,180 | 100.00% | 657,233 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.11% | 0.01% | 29,592 | 29,592 | 100.00% | 472,288 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.08% | 0.00% | 22,566 | 22,566 | 100.00% | 360,000 | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | 0.08% | 0.00% | 21,550 | 21,550 | 100.00% | 343,939 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.07% | 0.00% | 20,665 | 20,665 | 100.00% | 329,813 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.06% | 0.00% | 15,790 | 15,790 | 100.00% | 252,009 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 14,684 | 14,684 | 100.00% | 234,357 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 13,016 | 13,016 | 100.00% | 207,735 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.05% | 0.02% | 12,803 | 12,803 | 100.00% | 204,336 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.04% | 0.02% | 11,040 | 11,040 | 100.00% | 176,198 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | 0.00% | 252 | 252 | 100.00% | 4,022 | Jun 30, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | 0.00% | - | 45 | 45 | 100.00% | 718,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | - | 23 | 23 | 100.00% | 368 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 20 | 20 | 100.00% | 319 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.00% | - | 16 | 16 | 100.00% | 255 | Jun 30, 2024 |
Stoneridge's largest new institutional shareholder by number of shares is COWEN AND COMPANY, LLC, purchased 140.00K shares, valued at $2.23M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEREGRINE CAPITAL MANAGEMENT LLC | - | - | - | -213,596 | -100.00% | - | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | - | - | - | -205,653 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| SEI INVESTMENTS CO | - | - | - | -81,854 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -20,596 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,045 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -12,754 | -100.00% | - | Jun 30, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | - | - | - | -12,045 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -11,478 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -11,409 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,503 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -104 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -85 | -100.00% | - | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
Stoneridge's largest sold out institutional shareholder by shares sold is PEREGRINE CAPITAL MANAGEMENT LLC, sold -0.21M shares, valued at -, as of undefined.
Stoneridge Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BNY MELLON VARIABLE INVESTMENT FUND | 0.44% | 106,678 | - | - | Mar 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.43% | 10,005 | 2,942 | 41.65% | Jan 31, 2024 |
| MERIDIAN FUND INC | 0.28% | 663,356 | 27,549 | 4.33% | Mar 28, 2024 |
| M FUND INC | 0.25% | 117,671 | -1,781 | -1.49% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.25% | 142,197 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.17% | 65,400 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.16% | 577,205 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.15% | 55,297 | - | - | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.12% | 56,200 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.11% | 701,639 | 25,669 | 3.80% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.10% | 62,000 | -23,000 | -27.06% | Dec 29, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.08% | 50,552 | - | - | Feb 29, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.07% | 60,000 | - | - | Dec 29, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.05% | 211,942 | - | - | Mar 28, 2024 |
| MFS SERIES TRUST I | 0.04% | 746,146 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 18,241 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.03% | 347,200 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.02% | 74,731 | - | - | Jan 31, 2024 |
| WASATCH FUNDS TRUST | 0.02% | 220,485 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.02% | 32,695 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.02% | 1,830 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 76,500 | - | - | Jan 31, 2024 |
| JAMES ADVANTAGE FUNDS | 0.01% | 31,220 | - | - | Dec 31, 2023 |
| Guggenheim Variable Funds Trust | 0.01% | 54,763 | - | - | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 30,290 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 27,606 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 11,539 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.01% | 1,699 | - | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 115,900 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.01% | 20,617 | 1,921 | 10.27% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 21,969 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.01% | 1,015,329 | -16,303 | -1.58% | Mar 28, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 809,600 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.01% | 44,630 | - | - | Mar 28, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.01% | 712,001 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 74,200 | 1,400 | 1.92% | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 47,060 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,963 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 5,368 | - | - | Dec 31, 2023 |
| MFS VARIABLE INSURANCE TRUST | 0.01% | 195,865 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.01% | 48,850 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XIII | 0.01% | 423,941 | - | - | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 4,220 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.01% | 149,948 | - | - | Mar 28, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 45,302 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,055 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 123,424 | -6,970 | -5.35% | Mar 31, 2024 |
| Harbor ETF Trust | 0.00% | 16,761 | 1,129 | 7.22% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,202,813 | -428,251 | -26.26% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 119,135 | 4,654 | 4.07% | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 34,304 | - | - | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 10,913 | -1,035 | -8.66% | Mar 31, 2020 |
| CARILLON SERIES TRUST | 0.00% | 108,113 | -7,426 | -6.43% | Mar 31, 2024 |
| FundVantage Trust | 0.00% | 29,613 | - | - | Mar 28, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 25,661 | - | - | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 13,610 | - | - | Jan 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.00% | 67,500 | - | - | Mar 28, 2024 |
| TIMOTHY PLAN | 0.00% | 5,564 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,193,665 | 185,022 | 18.34% | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 27,027 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 86,345 | -15,045 | -14.84% | Aug 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 20,992 | 7,097 | 51.08% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 236,450 | 6,842 | 2.98% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 126,002 | 102,631 | 439.14% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 24,847 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,594 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 10,141 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 358,178 | 21,960 | 6.53% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 18,125 | 122 | 0.68% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 3,071 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 47,686 | 48 | 0.10% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 332,511 | 23,444 | 7.59% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 16,348 | -1,266 | -7.19% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 8,222 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 146,128 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 135,063 | 8,031 | 6.32% | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 17,268 | - | - | Nov 30, 2021 |
| SunAmerica Specialty Series | 0.00% | 214 | - | - | Apr 30, 2021 |
| STONE RIDGE TRUST | 0.00% | 9,480 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 596 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 90,265 | 29,849 | 49.41% | Feb 29, 2024 |
| LOOMIS SAYLES FUNDS II | 0.00% | 943,452 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 545 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 9,676 | -1,505 | -13.46% | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 33,029 | -2,125 | -6.04% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,325 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 4,756 | - | - | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 8,415 | -131 | -1.53% | Mar 31, 2024 |
| Global X Funds | 0.00% | 11,478 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 1,319 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 967 | - | - | Mar 28, 2024 |
| EQ ADVISORS TRUST | 0.00% | 283,166 | -3,622 | -1.26% | Mar 31, 2024 |
| VALIC Co II | 0.00% | 7,726 | - | - | Feb 28, 2021 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 25,575 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 25,661 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,727 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 449 | - | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 195,898 | 92,185 | 88.88% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,682 | 800 | 9.01% | Mar 31, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.00% | 83,794 | -87 | -0.10% | Dec 31, 2023 |
Stoneridge's largest mutual fund holder by % of total assets is "BNY MELLON VARIABLE INVESTMENT FUND", owning 106.68K shares, compromising 0.44% of its total assets.
Stoneridge Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 114 | 5.56% |
| 31 Mar, 24 | 108 | -6.09% |
| 31 Dec, 23 | 115 | -1.71% |
| 30 Sep, 23 | 117 | 4.46% |
| 30 Jun, 23 | 112 | -4.27% |
| 31 Mar, 23 | 117 | - |
| 31 Dec, 22 | 117 | 8.33% |
| 30 Sep, 22 | 108 | -6.90% |
| 30 Jun, 22 | 116 | -5.69% |
| 31 Mar, 22 | 123 | 9.82% |
| 31 Dec, 21 | 112 | 1.82% |
| 30 Sep, 21 | 110 | -8.33% |
| 30 Jun, 21 | 120 | -0.83% |
| 31 Mar, 21 | 121 | 2.54% |
| 31 Dec, 20 | 118 | 8.26% |
| 30 Sep, 20 | 109 | -5.22% |
| 30 Jun, 20 | 115 | -3.36% |
| 31 Mar, 20 | 119 | -21.19% |
| 31 Dec, 19 | 151 | - |
| 30 Sep, 19 | 151 | 2.03% |
| 30 Jun, 19 | 148 | -6.33% |
| 31 Mar, 19 | 158 | 2.60% |
| 31 Dec, 18 | 154 | -12.99% |
| 30 Sep, 18 | 177 | -9.69% |
| 30 Jun, 18 | 196 | 10.11% |
| 31 Mar, 18 | 178 | 10.56% |
| 31 Dec, 17 | 161 | 14.18% |
| 30 Sep, 17 | 141 | 0.71% |
| 30 Jun, 17 | 140 | -6.04% |
| 31 Mar, 17 | 149 | 4.20% |
| 31 Dec, 16 | 143 | -5.92% |
| 30 Sep, 16 | 152 | 9.35% |
| 30 Jun, 16 | 139 | 12.10% |
| 31 Mar, 16 | 124 | 10.71% |
| 31 Dec, 15 | 112 | 5.66% |
| 30 Sep, 15 | 106 | 10.42% |
| 30 Jun, 15 | 96 | 3.23% |
| 31 Mar, 15 | 93 | 2.20% |
| 31 Dec, 14 | 91 | -9.00% |
| 30 Sep, 14 | 100 | -9.09% |
| 30 Jun, 14 | 110 | 0.92% |
| 31 Mar, 14 | 109 | -3.54% |
| 31 Dec, 13 | 113 | -11.02% |
| 30 Sep, 13 | 127 | 3.25% |
| 30 Jun, 13 | 123 | 179.55% |
| 31 Mar, 13 | 44 | 25.71% |
| 31 Dec, 12 | 35 | -10.26% |
| 30 Sep, 12 | 39 | - |
| 30 Jun, 12 | 39 | 11.43% |
| 31 Mar, 12 | 35 | -2.78% |
| 31 Dec, 11 | 36 | 33.33% |
| 30 Sep, 11 | 27 | -20.59% |
| 30 Jun, 11 | 34 | -2.86% |
| 31 Mar, 11 | 35 | 25.00% |
| 31 Dec, 10 | 28 | 33.33% |
| 30 Sep, 10 | 21 | 16.67% |
| 30 Jun, 10 | 18 | -5.26% |
| 31 Mar, 10 | 19 | 18.75% |
| 31 Dec, 09 | 16 | -15.79% |
| 30 Sep, 09 | 19 | -9.52% |
| 30 Jun, 09 | 21 | 16.67% |
| 31 Mar, 09 | 18 | -30.77% |
| 31 Dec, 08 | 26 | -3.70% |
| 30 Sep, 08 | 27 | 42.11% |
| 30 Jun, 08 | 19 | 11.76% |
| 31 Mar, 08 | 17 | -5.56% |
| 31 Dec, 07 | 18 | 20.00% |
| 30 Sep, 07 | 15 | -6.25% |
| 30 Jun, 07 | 16 | 77.78% |
| 31 Mar, 07 | 9 | 12.50% |
| 31 Dec, 06 | 8 | -33.33% |
| 30 Sep, 06 | 12 | 33.33% |
| 30 Jun, 06 | 9 | -18.18% |
| 31 Mar, 06 | 11 | 10.00% |
| 31 Dec, 05 | 10 | 25.00% |
| 30 Sep, 05 | 8 | -42.86% |
| 30 Jun, 05 | 14 | 7.69% |
| 31 Mar, 05 | 13 | 30.00% |
| 31 Dec, 04 | 10 | - |
| 30 Sep, 04 | 10 | -28.57% |
| 30 Jun, 04 | 14 | -12.50% |
| 31 Mar, 04 | 16 | 60.00% |
| 31 Dec, 03 | 10 | -9.09% |
| 30 Sep, 03 | 11 | 10.00% |
| 30 Jun, 03 | 10 | -9.09% |
| 31 Mar, 03 | 11 | 10.00% |
| 31 Dec, 02 | 10 | -9.09% |
| 30 Sep, 02 | 11 | 22.22% |
| 30 Jun, 02 | 9 | 28.57% |
| 31 Mar, 02 | 7 | 16.67% |
| 31 Dec, 01 | 6 | -25.00% |
| 30 Sep, 01 | 8 | -11.11% |
| 30 Jun, 01 | 9 | 28.57% |
| 31 Mar, 01 | 7 | 40.00% |
| 31 Dec, 00 | 5 | - |
| 30 Sep, 00 | 5 | -16.67% |
| 30 Jun, 00 | 6 | - |
| 31 Mar, 00 | 6 | -14.29% |
| 31 Dec, 99 | 7 | -12.50% |
| 30 Sep, 99 | 8 | - |
| 30 Jun, 99 | 8 | - |
| 31 Mar, 99 | 8 | - |
As of 30 Jun 24, 114 institutions are holding Stoneridge's shares, representing an increase of 5.56% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 27,205,384 | -1.23% |
| 31 Mar, 24 | 27,545,040 | 1.82% |
| 31 Dec, 23 | 27,053,996 | 0.83% |
| 30 Sep, 23 | 26,832,593 | -0.67% |
| 30 Jun, 23 | 27,012,408 | 3.38% |
| 31 Mar, 23 | 26,130,442 | 1.43% |
| 31 Dec, 22 | 25,761,725 | -3.41% |
| 30 Sep, 22 | 26,671,079 | 1.29% |
| 30 Jun, 22 | 26,331,460 | 0.46% |
| 31 Mar, 22 | 26,210,958 | 1.48% |
| 31 Dec, 21 | 25,828,207 | 0.09% |
| 30 Sep, 21 | 25,803,883 | -0.44% |
| 30 Jun, 21 | 25,918,288 | 0.77% |
| 31 Mar, 21 | 25,720,891 | -1.50% |
| 31 Dec, 20 | 26,111,391 | 1.72% |
| 30 Sep, 20 | 25,670,383 | 0.00% |
| 30 Jun, 20 | 25,669,975 | -1.94% |
| 31 Mar, 20 | 26,177,361 | -2.33% |
| 31 Dec, 19 | 26,803,094 | -0.44% |
| 30 Sep, 19 | 26,922,083 | -7.79% |
| 30 Jun, 19 | 29,195,431 | 7.87% |
| 31 Mar, 19 | 27,065,893 | 0.14% |
| 31 Dec, 18 | 27,029,015 | 1.08% |
| 30 Sep, 18 | 26,739,148 | 5.36% |
| 30 Jun, 18 | 25,379,292 | 1.80% |
| 31 Mar, 18 | 24,931,182 | -1.13% |
| 31 Dec, 17 | 25,216,516 | 1.59% |
| 30 Sep, 17 | 24,822,495 | -1.05% |
| 30 Jun, 17 | 25,085,081 | -1.11% |
| 31 Mar, 17 | 25,365,934 | 2.68% |
| 31 Dec, 16 | 24,703,908 | -0.88% |
| 30 Sep, 16 | 24,923,166 | 5.13% |
| 30 Jun, 16 | 23,706,417 | -4.35% |
| 31 Mar, 16 | 24,783,451 | 1.74% |
| 31 Dec, 15 | 24,358,484 | -1.39% |
| 30 Sep, 15 | 24,700,848 | -5.64% |
| 30 Jun, 15 | 26,177,070 | 6.93% |
| 31 Mar, 15 | 24,481,191 | -1.89% |
| 31 Dec, 14 | 24,952,009 | 1.35% |
| 30 Sep, 14 | 24,618,555 | 3.21% |
| 30 Jun, 14 | 23,853,488 | -4.11% |
| 31 Mar, 14 | 24,874,869 | 4.71% |
| 31 Dec, 13 | 23,757,023 | -0.65% |
| 30 Sep, 13 | 23,911,977 | 10.41% |
| 30 Jun, 13 | 21,657,823 | 138.44% |
| 31 Mar, 13 | 9,083,301 | -21.85% |
| 31 Dec, 12 | 11,622,334 | -4.64% |
| 30 Sep, 12 | 12,187,269 | -7.45% |
| 30 Jun, 12 | 13,168,368 | 4.85% |
| 31 Mar, 12 | 12,558,693 | 15.40% |
| 31 Dec, 11 | 10,882,407 | 15.87% |
| 30 Sep, 11 | 9,392,284 | 11.13% |
| 30 Jun, 11 | 8,451,591 | 0.47% |
| 31 Mar, 11 | 8,412,114 | 22.34% |
| 31 Dec, 10 | 6,876,224 | 111.80% |
| 30 Sep, 10 | 3,246,600 | 13.62% |
| 30 Jun, 10 | 2,857,526 | -0.70% |
| 31 Mar, 10 | 2,877,555 | 32.01% |
| 31 Dec, 09 | 2,179,818 | 9.19% |
| 30 Sep, 09 | 1,996,386 | -45.81% |
| 30 Jun, 09 | 3,684,285 | 24.56% |
| 31 Mar, 09 | 2,957,772 | -13.16% |
| 31 Dec, 08 | 3,405,986 | 60.83% |
| 30 Sep, 08 | 2,117,714 | 28.29% |
| 30 Jun, 08 | 1,650,768 | 34.88% |
| 31 Mar, 08 | 1,223,905 | -37.32% |
| 31 Dec, 07 | 1,952,490 | -40.46% |
| 30 Sep, 07 | 3,279,347 | -19.60% |
| 30 Jun, 07 | 4,078,815 | 23.29% |
| 31 Mar, 07 | 3,308,405 | -35.38% |
| 31 Dec, 06 | 5,119,391 | -10.57% |
| 30 Sep, 06 | 5,724,358 | -2.61% |
| 30 Jun, 06 | 5,877,545 | 71.58% |
| 31 Mar, 06 | 3,425,451 | 51.65% |
| 31 Dec, 05 | 2,258,746 | -27.16% |
| 30 Sep, 05 | 3,101,180 | -10.63% |
| 30 Jun, 05 | 3,470,208 | 37.15% |
| 31 Mar, 05 | 2,530,225 | -8.37% |
| 31 Dec, 04 | 2,761,427 | 3.48% |
| 30 Sep, 04 | 2,668,598 | -10.19% |
| 30 Jun, 04 | 2,971,356 | 181.83% |
| 31 Mar, 04 | 1,054,295 | 47.75% |
| 31 Dec, 03 | 713,566 | -2.89% |
| 30 Sep, 03 | 734,772 | 7.96% |
| 30 Jun, 03 | 680,579 | -13.37% |
| 31 Mar, 03 | 785,596 | -7.49% |
| 31 Dec, 02 | 849,224 | -1.46% |
| 30 Sep, 02 | 861,779 | 1.83% |
| 30 Jun, 02 | 846,293 | -73.72% |
| 31 Mar, 02 | 3,220,454 | 232.31% |
| 31 Dec, 01 | 969,108 | -62.30% |
| 30 Sep, 01 | 2,570,346 | 24.62% |
| 30 Jun, 01 | 2,062,618 | 22.15% |
| 31 Mar, 01 | 1,688,594 | 2.15% |
| 31 Dec, 00 | 1,653,047 | 4.18% |
| 30 Sep, 00 | 1,586,655 | -10.12% |
| 30 Jun, 00 | 1,765,254 | -6.42% |
| 31 Mar, 00 | 1,886,341 | -9.61% |
| 31 Dec, 99 | 2,086,928 | -8.77% |
| 30 Sep, 99 | 2,287,569 | 7.85% |
| 30 Jun, 99 | 2,121,088 | -7.24% |
| 31 Mar, 99 | 2,286,692 | - |
Stoneridge (SRI) has 27.21M shares outstanding as of 30 Jun 24, down -1.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 98.53% | 0.98% |
| 31 Mar, 24 | 100.06% | 1.03% |
| 31 Dec, 23 | 98.58% | 1.03% |
| 30 Sep, 23 | 97.63% | 1.01% |
| 30 Jun, 23 | 98.40% | 1.08% |
| 31 Mar, 23 | 95.54% | 1.07% |
| 31 Dec, 22 | 94.51% | 0.99% |
| 30 Sep, 22 | 97.76% | 1.05% |
| 30 Jun, 22 | 96.56% | 1.04% |
| 31 Mar, 22 | 96.37% | 1.06% |
| 31 Dec, 21 | 95.26% | 1.05% |
| 30 Sep, 21 | 95.05% | 1.04% |
| 30 Jun, 21 | 95.51% | 1.05% |
| 31 Mar, 21 | 95.20% | 1.02% |
| 31 Dec, 20 | 96.62% | 1.07% |
| 30 Sep, 20 | 95.23% | 1.04% |
| 30 Jun, 20 | 95.67% | 1.04% |
| 31 Mar, 20 | 96.13% | 1.03% |
| 31 Dec, 19 | 96.44% | 1.00% |
| 30 Sep, 19 | 98.36% | 0.90% |
| 30 Jun, 19 | 104.69% | 1.16% |
| 31 Mar, 19 | 94.87% | 1.05% |
| 31 Dec, 18 | 94.99% | 1.08% |
| 30 Sep, 18 | 93.98% | 1.18% |
| 30 Jun, 18 | 89.21% | 1.15% |
| 31 Mar, 18 | 88.25% | 1.09% |
| 31 Dec, 17 | 89.80% | 1.15% |
| 30 Sep, 17 | 88.22% | 1.11% |
| 30 Jun, 17 | 89.16% | 1.08% |
| 31 Mar, 17 | 90.86% | 1.15% |
| 31 Dec, 16 | 88.87% | 1.11% |
| 30 Sep, 16 | 89.68% | 1.23% |
| 30 Jun, 16 | 85.30% | 1.06% |
| 31 Mar, 16 | 89.55% | 1.13% |
| 31 Dec, 15 | 89.10% | 1.10% |
| 30 Sep, 15 | 90.00% | 0.98% |
| 30 Jun, 15 | 95.86% | 1.18% |
| 31 Mar, 15 | 90.18% | 1.05% |
| 31 Dec, 14 | 92.68% | 1.11% |
| 30 Sep, 14 | 91.34% | 1.16% |
| 30 Jun, 14 | 88.56% | 1.03% |
| 31 Mar, 14 | 92.63% | 1.17% |
| 31 Dec, 13 | 89.00% | 1.11% |
| 30 Sep, 13 | 89.58% | 1.36% |
| 30 Jun, 13 | 81.14% | 6.96% |
| 31 Mar, 13 | 34.15% | 1.77% |
| 31 Dec, 12 | 43.97% | 2.07% |
| 30 Sep, 12 | 46.11% | 1.86% |
| 30 Jun, 12 | 49.83% | 2.17% |
| 31 Mar, 12 | 47.90% | 2.78% |
| 31 Dec, 11 | 41.50% | 2.75% |
| 30 Sep, 11 | 38.87% | 3.18% |
| 30 Jun, 11 | 34.98% | 2.85% |
| 31 Mar, 11 | 35.02% | 13.78% |
| 31 Dec, 10 | 15.94% | 28.16% |
| 30 Sep, 10 | 7.52% | 17.15% |
| 30 Jun, 10 | 6.62% | 14.78% |
| 31 Mar, 10 | 6.69% | 25.48% |
| 31 Dec, 09 | 5.13% | 23.53% |
| 30 Sep, 09 | 4.67% | 6.16% |
| 30 Jun, 09 | 8.70% | 17.75% |
| 31 Mar, 09 | 7.00% | 10.68% |
| 31 Dec, 08 | 8.10% | 32.05% |
| 30 Sep, 08 | 5.03% | 32.41% |
| 30 Jun, 08 | 3.94% | 46.19% |
| 31 Mar, 08 | 2.92% | 13.28% |
| 31 Dec, 07 | 4.69% | 7.61% |
| 30 Sep, 07 | 7.85% | 8.17% |
| 30 Jun, 07 | 9.80% | 15.34% |
| 31 Mar, 07 | 7.99% | 5.17% |
| 31 Dec, 06 | 12.44% | 6.44% |
| 30 Sep, 06 | 13.90% | 6.81% |
| 30 Jun, 06 | 14.28% | 20.44% |
| 31 Mar, 06 | 8.36% | 27.35% |
| 31 Dec, 05 | 5.53% | 9.62% |
| 30 Sep, 05 | 7.58% | 10.51% |
| 30 Jun, 05 | 8.49% | 22.12% |
| 31 Mar, 05 | 6.20% | 13.47% |
| 31 Dec, 04 | 6.78% | 15.80% |
| 30 Sep, 04 | 6.55% | 12.28% |
| 30 Jun, 04 | 7.30% | 108.46% |
| 31 Mar, 04 | 2.59% | 83.07% |
| 31 Dec, 03 | 1.77% | 53.27% |
| 30 Sep, 03 | 1.82% | 19.74% |
| 30 Jun, 03 | 3.04% | 24.70% |
| 31 Mar, 03 | 3.51% | 24.38% |
| 31 Dec, 02 | 3.79% | 24.93% |
| 30 Sep, 02 | 3.90% | 28.14% |
| 30 Jun, 02 | 3.72% | 1.80% |
| 31 Mar, 02 | 14.38% | 78.62% |
| 31 Dec, 01 | 4.28% | 3.25% |
| 30 Sep, 01 | 11.48% | 13.04% |
| 30 Jun, 01 | 9.38% | 15.69% |
| 31 Mar, 01 | 7.73% | 13.49% |
| 31 Dec, 00 | 7.57% | 15.08% |
| 30 Sep, 00 | 7.08% | 11.40% |
| 30 Jun, 00 | 7.88% | 11.11% |
| 31 Mar, 00 | 8.42% | 9.70% |
| 31 Dec, 99 | 9.32% | 8.93% |
| 30 Sep, 99 | 10.21% | 11.39% |
| 30 Jun, 99 | 9.47% | 9.17% |
| 31 Mar, 99 | 10.16% | - |
As of 30 Jun 24, Stoneridge is held by 98.53% institutional shareholders, representing a 0.98% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 73 | 65.91% |
| 31 Mar, 24 | 44 | -15.38% |
| 31 Dec, 23 | 52 | 6.12% |
| 30 Sep, 23 | 49 | -3.92% |
| 30 Jun, 23 | 51 | -7.27% |
| 31 Mar, 23 | 55 | - |
| 31 Dec, 22 | 55 | 30.95% |
| 30 Sep, 22 | 42 | -17.65% |
| 30 Jun, 22 | 51 | -21.54% |
| 31 Mar, 22 | 65 | 8.33% |
| 31 Dec, 21 | 60 | 17.65% |
| 30 Sep, 21 | 51 | 21.43% |
| 30 Jun, 21 | 42 | -14.29% |
| 31 Mar, 21 | 49 | -16.95% |
| 31 Dec, 20 | 59 | 43.90% |
| 30 Sep, 20 | 41 | -28.07% |
| 30 Jun, 20 | 57 | 26.67% |
| 31 Mar, 20 | 45 | -32.84% |
| 31 Dec, 19 | 67 | 4.69% |
| 30 Sep, 19 | 64 | -7.25% |
| 30 Jun, 19 | 69 | -2.82% |
| 31 Mar, 19 | 71 | 12.70% |
| 31 Dec, 18 | 63 | -23.17% |
| 30 Sep, 18 | 82 | -15.46% |
| 30 Jun, 18 | 97 | 8.99% |
| 31 Mar, 18 | 89 | 9.88% |
| 31 Dec, 17 | 81 | 5.19% |
| 30 Sep, 17 | 77 | 10.00% |
| 30 Jun, 17 | 70 | -14.63% |
| 31 Mar, 17 | 82 | 18.84% |
| 31 Dec, 16 | 69 | -17.86% |
| 30 Sep, 16 | 84 | 31.25% |
| 30 Jun, 16 | 64 | 3.23% |
| 31 Mar, 16 | 62 | 31.91% |
| 31 Dec, 15 | 47 | -6.00% |
| 30 Sep, 15 | 50 | 13.64% |
| 30 Jun, 15 | 44 | 37.50% |
| 31 Mar, 15 | 32 | -5.88% |
| 31 Dec, 14 | 34 | -17.07% |
| 30 Sep, 14 | 41 | -16.33% |
| 30 Jun, 14 | 49 | -3.92% |
| 31 Mar, 14 | 51 | 10.87% |
| 31 Dec, 13 | 46 | -29.23% |
| 30 Sep, 13 | 65 | -35.64% |
| 30 Jun, 13 | 101 | 236.67% |
| 31 Mar, 13 | 30 | 100.00% |
| 31 Dec, 12 | 15 | -28.57% |
| 30 Sep, 12 | 21 | - |
| 30 Jun, 12 | 21 | 10.53% |
| 31 Mar, 12 | 19 | -24.00% |
| 31 Dec, 11 | 25 | 66.67% |
| 30 Sep, 11 | 15 | - |
| 30 Jun, 11 | 15 | -28.57% |
| 31 Mar, 11 | 21 | 5.00% |
| 31 Dec, 10 | 20 | 233.33% |
| 30 Sep, 10 | 6 | - |
| 30 Jun, 10 | 6 | -25.00% |
| 31 Mar, 10 | 8 | - |
| 31 Dec, 09 | 8 | -11.11% |
| 30 Sep, 09 | 9 | -30.77% |
| 30 Jun, 09 | 13 | 8.33% |
| 31 Mar, 09 | 12 | -20.00% |
| 31 Dec, 08 | 15 | -16.67% |
| 30 Sep, 08 | 18 | 50.00% |
| 30 Jun, 08 | 12 | 33.33% |
| 31 Mar, 08 | 9 | -25.00% |
| 31 Dec, 07 | 12 | 50.00% |
| 30 Sep, 07 | 8 | -33.33% |
| 30 Jun, 07 | 12 | 100.00% |
| 31 Mar, 07 | 6 | 200.00% |
| 31 Dec, 06 | 2 | -60.00% |
| 30 Sep, 06 | 5 | -16.67% |
| 30 Jun, 06 | 6 | 20.00% |
| 31 Mar, 06 | 5 | - |
| 31 Dec, 05 | 5 | 25.00% |
| 30 Sep, 05 | 4 | -50.00% |
| 30 Jun, 05 | 8 | 33.33% |
| 31 Mar, 05 | 6 | - |
| 31 Dec, 04 | 6 | 100.00% |
| 30 Sep, 04 | 3 | -50.00% |
| 30 Jun, 04 | 6 | -50.00% |
| 31 Mar, 04 | 12 | 140.00% |
| 31 Dec, 03 | 5 | -28.57% |
| 30 Sep, 03 | 7 | 16.67% |
| 30 Jun, 03 | 6 | 50.00% |
| 31 Mar, 03 | 4 | -50.00% |
| 31 Dec, 02 | 8 | -11.11% |
| 30 Sep, 02 | 9 | 28.57% |
| 30 Jun, 02 | 7 | 40.00% |
| 31 Mar, 02 | 5 | 150.00% |
| 31 Dec, 01 | 2 | -60.00% |
| 30 Sep, 01 | 5 | - |
| 30 Jun, 01 | 5 | 25.00% |
| 31 Mar, 01 | 4 | 33.33% |
| 31 Dec, 00 | 3 | 200.00% |
| 30 Sep, 00 | 1 | -50.00% |
| 30 Jun, 00 | 2 | -60.00% |
| 31 Mar, 00 | 5 | 66.67% |
| 31 Dec, 99 | 3 | -57.14% |
| 30 Sep, 99 | 7 | 75.00% |
| 30 Jun, 99 | 4 | -50.00% |
| 31 Mar, 99 | 8 | - |
73 institutional shareholders have increased their position in SRI stock as of 30 Jun 24 compared to 44 in the previous quarter (a 65.91% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 27 | -34.15% |
| 31 Mar, 24 | 41 | -2.38% |
| 31 Dec, 23 | 42 | 2.44% |
| 30 Sep, 23 | 41 | -4.65% |
| 30 Jun, 23 | 43 | 7.50% |
| 31 Mar, 23 | 40 | 8.11% |
| 31 Dec, 22 | 37 | -13.95% |
| 30 Sep, 22 | 43 | -4.44% |
| 30 Jun, 22 | 45 | 18.42% |
| 31 Mar, 22 | 38 | 18.75% |
| 31 Dec, 21 | 32 | -11.11% |
| 30 Sep, 21 | 36 | -34.55% |
| 30 Jun, 21 | 55 | 3.77% |
| 31 Mar, 21 | 53 | 20.45% |
| 31 Dec, 20 | 44 | 2.33% |
| 30 Sep, 20 | 43 | - |
| 30 Jun, 20 | 43 | -25.86% |
| 31 Mar, 20 | 58 | -1.69% |
| 31 Dec, 19 | 59 | -11.94% |
| 30 Sep, 19 | 67 | 11.67% |
| 30 Jun, 19 | 60 | -7.69% |
| 31 Mar, 19 | 65 | - |
| 31 Dec, 18 | 65 | -2.99% |
| 30 Sep, 18 | 67 | -2.90% |
| 30 Jun, 18 | 69 | 9.52% |
| 31 Mar, 18 | 63 | 16.67% |
| 31 Dec, 17 | 54 | 17.39% |
| 30 Sep, 17 | 46 | -2.13% |
| 30 Jun, 17 | 47 | 4.44% |
| 31 Mar, 17 | 45 | -13.46% |
| 31 Dec, 16 | 52 | 4.00% |
| 30 Sep, 16 | 50 | -15.25% |
| 30 Jun, 16 | 59 | 34.09% |
| 31 Mar, 16 | 44 | 4.76% |
| 31 Dec, 15 | 42 | 7.69% |
| 30 Sep, 15 | 39 | 11.43% |
| 30 Jun, 15 | 35 | -10.26% |
| 31 Mar, 15 | 39 | 14.71% |
| 31 Dec, 14 | 34 | -10.53% |
| 30 Sep, 14 | 38 | -15.56% |
| 30 Jun, 14 | 45 | 28.57% |
| 31 Mar, 14 | 35 | -22.22% |
| 31 Dec, 13 | 45 | 18.42% |
| 30 Sep, 13 | 38 | 245.45% |
| 30 Jun, 13 | 11 | 37.50% |
| 31 Mar, 13 | 8 | -33.33% |
| 31 Dec, 12 | 12 | 20.00% |
| 30 Sep, 12 | 10 | - |
| 30 Jun, 12 | 10 | -16.67% |
| 31 Mar, 12 | 12 | 71.43% |
| 31 Dec, 11 | 7 | - |
| 30 Sep, 11 | 7 | -36.36% |
| 30 Jun, 11 | 11 | 37.50% |
| 31 Mar, 11 | 8 | 300.00% |
| 31 Dec, 10 | 2 | -71.43% |
| 30 Sep, 10 | 7 | - |
| 30 Jun, 10 | 7 | -12.50% |
| 31 Mar, 10 | 8 | 166.67% |
| 31 Dec, 09 | 3 | -57.14% |
| 30 Sep, 09 | 7 | -12.50% |
| 30 Jun, 09 | 8 | 33.33% |
| 31 Mar, 09 | 6 | 20.00% |
| 31 Dec, 08 | 5 | - |
| 30 Sep, 08 | 5 | 25.00% |
| 30 Jun, 08 | 4 | -33.33% |
| 31 Mar, 08 | 6 | 100.00% |
| 31 Dec, 07 | 3 | -50.00% |
| 30 Sep, 07 | 6 | 200.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | 2 | 100.00% |
| 31 Dec, 06 | 1 | -50.00% |
| 30 Sep, 06 | 2 | 100.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | -66.67% |
| 31 Dec, 05 | 3 | 50.00% |
| 30 Sep, 05 | 2 | -50.00% |
| 30 Jun, 05 | 4 | -20.00% |
| 31 Mar, 05 | 5 | 150.00% |
| 31 Dec, 04 | 2 | 100.00% |
| 30 Sep, 04 | 1 | -80.00% |
| 30 Jun, 04 | 5 | 150.00% |
| 31 Mar, 04 | 2 | -33.33% |
| 31 Dec, 03 | 3 | - |
| 30 Sep, 03 | 3 | 50.00% |
| 30 Jun, 03 | 2 | -50.00% |
| 31 Mar, 03 | 4 | 300.00% |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | 100.00% |
| 31 Dec, 00 | 1 | -50.00% |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | 2 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 3 | 200.00% |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
27 institutional shareholders have reduced their position in SRI stock as of 30 Jun 24 compared to 41 in the previous quarter (a -34.15% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 114 | 5.56% | 27,205,384 | -1.23% | 98.53% | 0.98% | 73 | 65.91% | 27 | -34.15% |
| 31 Mar, 24 | 108 | -6.09% | 27,545,040 | 1.82% | 100.06% | 1.03% | 44 | -15.38% | 41 | -2.38% |
| 31 Dec, 23 | 115 | -1.71% | 27,053,996 | 0.83% | 98.58% | 1.03% | 52 | 6.12% | 42 | 2.44% |
| 30 Sep, 23 | 117 | 4.46% | 26,832,593 | -0.67% | 97.63% | 1.01% | 49 | -3.92% | 41 | -4.65% |
| 30 Jun, 23 | 112 | -4.27% | 27,012,408 | 3.38% | 98.40% | 1.08% | 51 | -7.27% | 43 | 7.50% |
| 31 Mar, 23 | 117 | - | 26,130,442 | 1.43% | 95.54% | 1.07% | 55 | - | 40 | 8.11% |
| 31 Dec, 22 | 117 | 8.33% | 25,761,725 | -3.41% | 94.51% | 0.99% | 55 | 30.95% | 37 | -13.95% |
| 30 Sep, 22 | 108 | -6.90% | 26,671,079 | 1.29% | 97.76% | 1.05% | 42 | -17.65% | 43 | -4.44% |
| 30 Jun, 22 | 116 | -5.69% | 26,331,460 | 0.46% | 96.56% | 1.04% | 51 | -21.54% | 45 | 18.42% |
| 31 Mar, 22 | 123 | 9.82% | 26,210,958 | 1.48% | 96.37% | 1.06% | 65 | 8.33% | 38 | 18.75% |
| 31 Dec, 21 | 112 | 1.82% | 25,828,207 | 0.09% | 95.26% | 1.05% | 60 | 17.65% | 32 | -11.11% |
| 30 Sep, 21 | 110 | -8.33% | 25,803,883 | -0.44% | 95.05% | 1.04% | 51 | 21.43% | 36 | -34.55% |
| 30 Jun, 21 | 120 | -0.83% | 25,918,288 | 0.77% | 95.51% | 1.05% | 42 | -14.29% | 55 | 3.77% |
| 31 Mar, 21 | 121 | 2.54% | 25,720,891 | -1.50% | 95.20% | 1.02% | 49 | -16.95% | 53 | 20.45% |
| 31 Dec, 20 | 118 | 8.26% | 26,111,391 | 1.72% | 96.62% | 1.07% | 59 | 43.90% | 44 | 2.33% |
| 30 Sep, 20 | 109 | -5.22% | 25,670,383 | 0.00% | 95.23% | 1.04% | 41 | -28.07% | 43 | - |
| 30 Jun, 20 | 115 | -3.36% | 25,669,975 | -1.94% | 95.67% | 1.04% | 57 | 26.67% | 43 | -25.86% |
| 31 Mar, 20 | 119 | -21.19% | 26,177,361 | -2.33% | 96.13% | 1.03% | 45 | -32.84% | 58 | -1.69% |
| 31 Dec, 19 | 151 | - | 26,803,094 | -0.44% | 96.44% | 1.00% | 67 | 4.69% | 59 | -11.94% |
| 30 Sep, 19 | 151 | 2.03% | 26,922,083 | -7.79% | 98.36% | 0.90% | 64 | -7.25% | 67 | 11.67% |
| 30 Jun, 19 | 148 | -6.33% | 29,195,431 | 7.87% | 104.69% | 1.16% | 69 | -2.82% | 60 | -7.69% |
| 31 Mar, 19 | 158 | 2.60% | 27,065,893 | 0.14% | 94.87% | 1.05% | 71 | 12.70% | 65 | - |
| 31 Dec, 18 | 154 | -12.99% | 27,029,015 | 1.08% | 94.99% | 1.08% | 63 | -23.17% | 65 | -2.99% |
| 30 Sep, 18 | 177 | -9.69% | 26,739,148 | 5.36% | 93.98% | 1.18% | 82 | -15.46% | 67 | -2.90% |
| 30 Jun, 18 | 196 | 10.11% | 25,379,292 | 1.80% | 89.21% | 1.15% | 97 | 8.99% | 69 | 9.52% |
| 31 Mar, 18 | 178 | 10.56% | 24,931,182 | -1.13% | 88.25% | 1.09% | 89 | 9.88% | 63 | 16.67% |
| 31 Dec, 17 | 161 | 14.18% | 25,216,516 | 1.59% | 89.80% | 1.15% | 81 | 5.19% | 54 | 17.39% |
| 30 Sep, 17 | 141 | 0.71% | 24,822,495 | -1.05% | 88.22% | 1.11% | 77 | 10.00% | 46 | -2.13% |
| 30 Jun, 17 | 140 | -6.04% | 25,085,081 | -1.11% | 89.16% | 1.08% | 70 | -14.63% | 47 | 4.44% |
| 31 Mar, 17 | 149 | 4.20% | 25,365,934 | 2.68% | 90.86% | 1.15% | 82 | 18.84% | 45 | -13.46% |
| 31 Dec, 16 | 143 | -5.92% | 24,703,908 | -0.88% | 88.87% | 1.11% | 69 | -17.86% | 52 | 4.00% |
| 30 Sep, 16 | 152 | 9.35% | 24,923,166 | 5.13% | 89.68% | 1.23% | 84 | 31.25% | 50 | -15.25% |
| 30 Jun, 16 | 139 | 12.10% | 23,706,417 | -4.35% | 85.30% | 1.06% | 64 | 3.23% | 59 | 34.09% |
| 31 Mar, 16 | 124 | 10.71% | 24,783,451 | 1.74% | 89.55% | 1.13% | 62 | 31.91% | 44 | 4.76% |
| 31 Dec, 15 | 112 | 5.66% | 24,358,484 | -1.39% | 89.10% | 1.10% | 47 | -6.00% | 42 | 7.69% |
| 30 Sep, 15 | 106 | 10.42% | 24,700,848 | -5.64% | 90.00% | 0.98% | 50 | 13.64% | 39 | 11.43% |
| 30 Jun, 15 | 96 | 3.23% | 26,177,070 | 6.93% | 95.86% | 1.18% | 44 | 37.50% | 35 | -10.26% |
| 31 Mar, 15 | 93 | 2.20% | 24,481,191 | -1.89% | 90.18% | 1.05% | 32 | -5.88% | 39 | 14.71% |
| 31 Dec, 14 | 91 | -9.00% | 24,952,009 | 1.35% | 92.68% | 1.11% | 34 | -17.07% | 34 | -10.53% |
| 30 Sep, 14 | 100 | -9.09% | 24,618,555 | 3.21% | 91.34% | 1.16% | 41 | -16.33% | 38 | -15.56% |
| 30 Jun, 14 | 110 | 0.92% | 23,853,488 | -4.11% | 88.56% | 1.03% | 49 | -3.92% | 45 | 28.57% |
| 31 Mar, 14 | 109 | -3.54% | 24,874,869 | 4.71% | 92.63% | 1.17% | 51 | 10.87% | 35 | -22.22% |
| 31 Dec, 13 | 113 | -11.02% | 23,757,023 | -0.65% | 89.00% | 1.11% | 46 | -29.23% | 45 | 18.42% |
| 30 Sep, 13 | 127 | 3.25% | 23,911,977 | 10.41% | 89.58% | 1.36% | 65 | -35.64% | 38 | 245.45% |
| 30 Jun, 13 | 123 | 179.55% | 21,657,823 | 138.44% | 81.14% | 6.96% | 101 | 236.67% | 11 | 37.50% |
| 31 Mar, 13 | 44 | 25.71% | 9,083,301 | -21.85% | 34.15% | 1.77% | 30 | 100.00% | 8 | -33.33% |
| 31 Dec, 12 | 35 | -10.26% | 11,622,334 | -4.64% | 43.97% | 2.07% | 15 | -28.57% | 12 | 20.00% |
| 30 Sep, 12 | 39 | - | 12,187,269 | -7.45% | 46.11% | 1.86% | 21 | - | 10 | - |
| 30 Jun, 12 | 39 | 11.43% | 13,168,368 | 4.85% | 49.83% | 2.17% | 21 | 10.53% | 10 | -16.67% |
| 31 Mar, 12 | 35 | -2.78% | 12,558,693 | 15.40% | 47.90% | 2.78% | 19 | -24.00% | 12 | 71.43% |
| 31 Dec, 11 | 36 | 33.33% | 10,882,407 | 15.87% | 41.50% | 2.75% | 25 | 66.67% | 7 | - |
| 30 Sep, 11 | 27 | -20.59% | 9,392,284 | 11.13% | 38.87% | 3.18% | 15 | - | 7 | -36.36% |
| 30 Jun, 11 | 34 | -2.86% | 8,451,591 | 0.47% | 34.98% | 2.85% | 15 | -28.57% | 11 | 37.50% |
| 31 Mar, 11 | 35 | 25.00% | 8,412,114 | 22.34% | 35.02% | 13.78% | 21 | 5.00% | 8 | 300.00% |
| 31 Dec, 10 | 28 | 33.33% | 6,876,224 | 111.80% | 15.94% | 28.16% | 20 | 233.33% | 2 | -71.43% |
| 30 Sep, 10 | 21 | 16.67% | 3,246,600 | 13.62% | 7.52% | 17.15% | 6 | - | 7 | - |
| 30 Jun, 10 | 18 | -5.26% | 2,857,526 | -0.70% | 6.62% | 14.78% | 6 | -25.00% | 7 | -12.50% |
| 31 Mar, 10 | 19 | 18.75% | 2,877,555 | 32.01% | 6.69% | 25.48% | 8 | - | 8 | 166.67% |
| 31 Dec, 09 | 16 | -15.79% | 2,179,818 | 9.19% | 5.13% | 23.53% | 8 | -11.11% | 3 | -57.14% |
| 30 Sep, 09 | 19 | -9.52% | 1,996,386 | -45.81% | 4.67% | 6.16% | 9 | -30.77% | 7 | -12.50% |
| 30 Jun, 09 | 21 | 16.67% | 3,684,285 | 24.56% | 8.70% | 17.75% | 13 | 8.33% | 8 | 33.33% |
| 31 Mar, 09 | 18 | -30.77% | 2,957,772 | -13.16% | 7.00% | 10.68% | 12 | -20.00% | 6 | 20.00% |
| 31 Dec, 08 | 26 | -3.70% | 3,405,986 | 60.83% | 8.10% | 32.05% | 15 | -16.67% | 5 | - |
| 30 Sep, 08 | 27 | 42.11% | 2,117,714 | 28.29% | 5.03% | 32.41% | 18 | 50.00% | 5 | 25.00% |
| 30 Jun, 08 | 19 | 11.76% | 1,650,768 | 34.88% | 3.94% | 46.19% | 12 | 33.33% | 4 | -33.33% |
| 31 Mar, 08 | 17 | -5.56% | 1,223,905 | -37.32% | 2.92% | 13.28% | 9 | -25.00% | 6 | 100.00% |
| 31 Dec, 07 | 18 | 20.00% | 1,952,490 | -40.46% | 4.69% | 7.61% | 12 | 50.00% | 3 | -50.00% |
| 30 Sep, 07 | 15 | -6.25% | 3,279,347 | -19.60% | 7.85% | 8.17% | 8 | -33.33% | 6 | 200.00% |
| 30 Jun, 07 | 16 | 77.78% | 4,078,815 | 23.29% | 9.80% | 15.34% | 12 | 100.00% | 2 | - |
| 31 Mar, 07 | 9 | 12.50% | 3,308,405 | -35.38% | 7.99% | 5.17% | 6 | 200.00% | 2 | 100.00% |
| 31 Dec, 06 | 8 | -33.33% | 5,119,391 | -10.57% | 12.44% | 6.44% | 2 | -60.00% | 1 | -50.00% |
| 30 Sep, 06 | 12 | 33.33% | 5,724,358 | -2.61% | 13.90% | 6.81% | 5 | -16.67% | 2 | 100.00% |
| 30 Jun, 06 | 9 | -18.18% | 5,877,545 | 71.58% | 14.28% | 20.44% | 6 | 20.00% | 1 | - |
| 31 Mar, 06 | 11 | 10.00% | 3,425,451 | 51.65% | 8.36% | 27.35% | 5 | - | 1 | -66.67% |
| 31 Dec, 05 | 10 | 25.00% | 2,258,746 | -27.16% | 5.53% | 9.62% | 5 | 25.00% | 3 | 50.00% |
| 30 Sep, 05 | 8 | -42.86% | 3,101,180 | -10.63% | 7.58% | 10.51% | 4 | -50.00% | 2 | -50.00% |
| 30 Jun, 05 | 14 | 7.69% | 3,470,208 | 37.15% | 8.49% | 22.12% | 8 | 33.33% | 4 | -20.00% |
| 31 Mar, 05 | 13 | 30.00% | 2,530,225 | -8.37% | 6.20% | 13.47% | 6 | - | 5 | 150.00% |
| 31 Dec, 04 | 10 | - | 2,761,427 | 3.48% | 6.78% | 15.80% | 6 | 100.00% | 2 | 100.00% |
| 30 Sep, 04 | 10 | -28.57% | 2,668,598 | -10.19% | 6.55% | 12.28% | 3 | -50.00% | 1 | -80.00% |
| 30 Jun, 04 | 14 | -12.50% | 2,971,356 | 181.83% | 7.30% | 108.46% | 6 | -50.00% | 5 | 150.00% |
| 31 Mar, 04 | 16 | 60.00% | 1,054,295 | 47.75% | 2.59% | 83.07% | 12 | 140.00% | 2 | -33.33% |
| 31 Dec, 03 | 10 | -9.09% | 713,566 | -2.89% | 1.77% | 53.27% | 5 | -28.57% | 3 | - |
| 30 Sep, 03 | 11 | 10.00% | 734,772 | 7.96% | 1.82% | 19.74% | 7 | 16.67% | 3 | 50.00% |
| 30 Jun, 03 | 10 | -9.09% | 680,579 | -13.37% | 3.04% | 24.70% | 6 | 50.00% | 2 | -50.00% |
| 31 Mar, 03 | 11 | 10.00% | 785,596 | -7.49% | 3.51% | 24.38% | 4 | -50.00% | 4 | 300.00% |
| 31 Dec, 02 | 10 | -9.09% | 849,224 | -1.46% | 3.79% | 24.93% | 8 | -11.11% | 1 | - |
| 30 Sep, 02 | 11 | 22.22% | 861,779 | 1.83% | 3.90% | 28.14% | 9 | 28.57% | 1 | - |
| 30 Jun, 02 | 9 | 28.57% | 846,293 | -73.72% | 3.72% | 1.80% | 7 | 40.00% | 1 | - |
| 31 Mar, 02 | 7 | 16.67% | 3,220,454 | 232.31% | 14.38% | 78.62% | 5 | 150.00% | - | -100.00% |
| 31 Dec, 01 | 6 | -25.00% | 969,108 | -62.30% | 4.28% | 3.25% | 2 | -60.00% | 1 | - |
| 30 Sep, 01 | 8 | -11.11% | 2,570,346 | 24.62% | 11.48% | 13.04% | 5 | - | 1 | -50.00% |
| 30 Jun, 01 | 9 | 28.57% | 2,062,618 | 22.15% | 9.38% | 15.69% | 5 | 25.00% | 2 | - |
| 31 Mar, 01 | 7 | 40.00% | 1,688,594 | 2.15% | 7.73% | 13.49% | 4 | 33.33% | 2 | 100.00% |
| 31 Dec, 00 | 5 | - | 1,653,047 | 4.18% | 7.57% | 15.08% | 3 | 200.00% | 1 | -50.00% |
| 30 Sep, 00 | 5 | -16.67% | 1,586,655 | -10.12% | 7.08% | 11.40% | 1 | -50.00% | 2 | - |
| 30 Jun, 00 | 6 | - | 1,765,254 | -6.42% | 7.88% | 11.11% | 2 | -60.00% | 2 | - |
| 31 Mar, 00 | 6 | -14.29% | 1,886,341 | -9.61% | 8.42% | 9.70% | 5 | 66.67% | - | -100.00% |
| 31 Dec, 99 | 7 | -12.50% | 2,086,928 | -8.77% | 9.32% | 8.93% | 3 | -57.14% | 3 | 200.00% |
| 30 Sep, 99 | 8 | - | 2,287,569 | 7.85% | 10.21% | 11.39% | 7 | 75.00% | 1 | -66.67% |
| 30 Jun, 99 | 8 | - | 2,121,088 | -7.24% | 9.47% | 9.17% | 4 | -50.00% | 3 | - |
| 31 Mar, 99 | 8 | - | 2,286,692 | - | 10.16% | - | 8 | - | - | - |
Stoneridge Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Stoneridge's stock was made by Reinhardt Carsten J on Apr 09 2024, selling 2,652 shares at $17.66 per share (valued at $46.83K). The last insider buy of SRI was made by Zizelman James on May 08 2024, buying 6,500 shares at $15.72 per share (worth $102.18K).
Stoneridge Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 28 | 29 | 96.55% |
| Q3 2023 | 2 | 4 | 50.00% |
| Q2 2023 | 6 | - | - |
| Q1 2023 | 28 | 15 | 186.67% |
| Q4 2022 | 3 | 3 | 100.00% |
| Q3 2022 | 9 | 5 | 180.00% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 27 | 15 | 180.00% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 1 | 3 | 33.33% |
| Q1 2021 | 31 | 17 | 182.35% |
| Q4 2020 | - | 6 | - |
| Q3 2020 | 1 | 3 | 33.33% |
| Q2 2020 | - | - | - |
| Q1 2020 | 22 | 11 | 200.00% |
| Q3 2019 | 1 | 3 | 33.33% |
| Q2 2019 | 1 | 7 | 14.29% |
| Q1 2019 | 21 | 16 | 131.25% |
| Q4 2018 | - | 1 | - |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Stoneridge's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | - | 2 | - |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 6 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 1 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | 4 | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Stoneridge's stocks.
SRI Ownership FAQ
Who Owns Stoneridge?
Stoneridge is owned by institutional shareholders (98.53%), insiders (4.30%), and public (-2.83%). The largest institutional shareholder of Stoneridge is THRIVENT FINANCIAL FOR LUTHERANS (10.91% of total shares) and the top mutual fund owner is BNY MELLON VARIABLE INVESTMENT FUND (0.44% of total shares).
Who are the major institutional shareholders of Stoneridge?
Stoneridge's major institutional shareholders are THRIVENT FINANCIAL FOR LUTHERANS, FRONTIER CAPITAL MANAGEMENT CO LLC, BLACKROCK INC., COOPER CREEK PARTNERS MANAGEMENT LLC, and VANGUARD GROUP INC. The top five shareholders own together 39.82% of the company's share outstanding.
How many Stoneridge shareholders are there?
As of Jun 2024, there are 114 institutional shareholders of Stoneridge.
What percentage of Stoneridge is owned by THRIVENT FINANCIAL FOR LUTHERANS?
THRIVENT FINANCIAL FOR LUTHERANS owns 3.01M shares of Stoneridge, representing 10.91% of the company's total shares outstanding, valued at $48.06M (as of Jun 2024).
What percentage of Stoneridge is owned by FRONTIER CAPITAL MANAGEMENT CO LLC?
As of Jun 2024, FRONTIER CAPITAL MANAGEMENT CO LLC holds 2.19M shares of Stoneridge (SRI), compromising 7.92% of the company, valued at $34.91M.
What percentage of Stoneridge is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Stoneridge. The company owns 2.1M of the company's shares outstanding (worth $33.57M).