STAAR Surgical Ownership | Who Owns STAAR Surgical?


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STAAR Surgical Ownership Summary


STAAR Surgical is owned by 97.39% institutional investors, 0.53% insiders, and 2.08% retail investors. Broadwood capital is the largest institutional shareholder, holding 22.02% of STAA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.43% of its assets in STAAR Surgical shares.

STAA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSTAAR Surgical97.39%0.53%2.08%
SectorHealthcare Stocks 88.01%8.90%3.09%
IndustryMedical Instruments & Supplies Stocks57.74%11.38%30.88%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Broadwood capital10.77M22.02%$512.68M
Blackrock funding, inc. /de8.22M16.71%$199.72M
Blackrock7.49M15.31%$356.54M
Vanguard group5.49M11.23%$261.51M
State street1.93M3.95%$91.89M
Palo alto investors lp1.38M2.83%$65.78M
Baillie gifford1.15M2.35%$28.03M
Geode capital management1.14M2.34%$54.44M
Morgan stanley778.00K1.59%$37.04M
Yunqi capital767.41K1.56%$18.64M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Broadwood capital10.77M38.77%$512.68M
Yunqi capital767.41K11.91%$18.64M
Palo alto investors lp1.38M7.62%$65.78M
Defender capital, llc.701.57K6.27%$17.04M
Roubaix capital90.17K2.71%$4.29M
Lane generational59.34K1.41%$1.44M
Granite investment partners362.05K0.71%$17.24M
American capital management358.78K0.57%$17.08M
Geneva capital management662.83K0.28%$16.10M
Gsa capital partners llp109.05K0.20%$2.65M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de8.22M0.00%582.43K
Granite investment partners362.05K0.71%362.05K
Yunqi capital767.41K11.91%252.11K
Kayne anderson rudnick investment management592.62K0.07%197.72K
Northern trust640.87K0.01%120.03K

Top Sellers

HolderShares% AssetsChange
Bank of america corp /de/460.78K0.00%-406.51K
Baillie gifford1.15M0.02%-306.60K
Apeiron capital---237.13K
Blackrock7.49M0.01%-234.50K
Voloridge investment management206.90K0.04%-227.83K

New Positions

HolderShares% AssetsChangeValue
Granite investment partners362.05K0.71%362.05K$17.24M
Polar asset management partners117.00K0.12%117.00K$5.57M
Roubaix capital90.17K2.71%90.17K$4.29M
Lane generational59.34K1.41%59.34K$1.44M
Northwest & ethical investments41.88K0.06%41.88K$1.99M

Sold Out

HolderChange
Financial gravity asset management-5.00
Global retirement partners-7.00
Nelson, van denburg & campbell wealth management group-9.00
Parkside financial bank & trust-10.00
Private wealth management group-14.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242485.98%47,915,2261.70%971.06%123-1.60%7722.22%
Jun 30, 20242319.48%47,103,625-0.76%961.02%12416.98%62-4.62%
Mar 31, 2024211-3.65%47,463,086-7.00%970.88%10626.19%65-29.35%
Dec 31, 2023219-4.78%51,033,389-4.22%1050.88%84-33.86%9239.39%
Sep 30, 2023230-12.21%53,284,3084.98%1091.00%12712.39%66-28.26%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.17M6.43%10.43K
Vanguard Total Stock Mkt Idx Inv1.55M3.14%-
iShares Russell 2000 ETF1.34M2.71%-10.15K
Vanguard Small Cap Index1.25M2.55%12.16K
Vanguard Institutional Extnd Mkt Idx Tr759.66K1.54%16.42K
Vanguard Small Cap Growth Index Inv709.15K1.44%25.39K
Edinburgh Worldwide Ord503.36K1.02%-
Fidelity Small Cap Index483.32K0.98%-22.08K
SPDR® Portfolio S&P 600™ Sm Cap ETF459.14K0.93%164.00
iShares Russell 2000 Growth ETF441.00K0.90%-2.07K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 14, 2025BROADWOOD PARTNERS, L.P.-Buy-
Jan 14, 2025BROADWOOD PARTNERS, L.P.-Buy$454.09K
Jan 16, 2025BROADWOOD PARTNERS, L.P.-Buy$176.75K
Jan 16, 2025BROADWOOD PARTNERS, L.P.-Buy-
Dec 17, 2024BROADWOOD PARTNERS, L.P.-Buy$90.96K

Insider Transactions Trends


DateBuySell
2025 Q14-
2024 Q48-
2024 Q31-
2024 Q22-
2024 Q111-

STAA Ownership FAQ


Who Owns STAAR Surgical?

STAAR Surgical shareholders are primarily institutional investors at 97.39%, followed by 0.53% insiders and 2.08% retail investors. The average institutional ownership in STAAR Surgical's industry, Medical Instruments & Supplies Stocks, is 57.74%, which STAAR Surgical exceeds.

Who owns the most shares of STAAR Surgical?

STAAR Surgical’s largest shareholders are Broadwood capital (10.77M shares, 22.02%), Blackrock funding, inc. /de (8.22M shares, 16.71%), and Blackrock (7.49M shares, 15.31%). Together, they hold 54.04% of STAAR Surgical’s total shares outstanding.

Does Blackrock own STAAR Surgical?

Yes, BlackRock owns 15.31% of STAAR Surgical, totaling 7.49M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 356.54M$. In the last quarter, BlackRock decreased its holdings by -234K shares, a -3.04% change.

Who is STAAR Surgical’s biggest shareholder by percentage of total assets invested?

Broadwood capital is STAAR Surgical’s biggest shareholder by percentage of total assets invested, with 38.77% of its assets in 10.77M STAAR Surgical shares, valued at 512.68M$.

Who is the top mutual fund holder of STAAR Surgical shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of STAAR Surgical shares, with 6.43% of its total shares outstanding invested in 3.17M STAAR Surgical shares.

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