Who owns Stoneridge (SRI)
Which tracked institutional funds hold SRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SRI is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SRI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SRI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SRI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 112 tracked filers holding SRI, 56 increased or opened the position and 59 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SRI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Bank of New York Mellon Corp$525K
Full exits 4
- ACADIAN ASSET MANAGEMENT LLC$3M
- DISCIPLINED GROWTH INVESTORS INC /MN$952K
- KENNEDY CAPITAL MANAGEMENT LLC$867K
- Point72 Asset Management, L.P.$507K
Largest adds
- BlackRock, Inc.$13M
- 22NW, LP$6M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- FEDERATED HERMES, INC.$3M
- AMERICAN CENTURY COMPANIES INC$3M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MILLENNIUM MANAGEMENT LLC$1M
- UBS Group AG$970K
- Assenagon Asset Management S.A.$969K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$864K
- Qube Research & Technologies Ltd$553K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,559,252 | $19M | 11.6% | 2026-Q2 |
| 22NW, LP | 2,466,975 | $18M | 11.2% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. trimmed | 1,352,980 | $8M | 5.0% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,214,355 | $9M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,203,756 | $9M | 5.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,066,041 | $8M | 4.8% | 2026-Q2 |
| AYAL Capital Advisors Ltd trimmed | 1,004,860 | $7M | 4.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 980,872 | $7M | 4.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 836,293 | $6M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 721,954 | $5M | 3.3% | 2026-Q2 |
| EVR Research LP trimmed | 700,000 | $5M | 3.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 661,462 | $5M | 3.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 579,852 | $4M | 2.6% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 490,557 | $4M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 402,194 | $3M | 1.8% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 345,240 | $3M | 1.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 318,518 | $2M | 1.4% | 2026-Q2 |
| STATE STREET CORP added | 308,863 | $2M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 289,713 | $2M | 1.3% | 2026-Q2 |
| Man Group plc trimmed | 279,924 | $2M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 256,804 | $2M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 252,463 | $2M | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 252,200 | $2M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 242,848 | $2M | 1.1% | 2026-Q2 |
| Shay Capital LLC added | 230,000 | $2M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 219,238 | $2M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 217,458 | $2M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 200,000 | $1M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 189,499 | $1M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 188,897 | $1M | 0.9% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 163,443 | $1M | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 141,626 | $1M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 128,515 | $941K | 0.6% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 92,956 | $680K | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 91,841 | $672K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 87,020 | $637K | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 80,843 | $592K | 0.4% | 2026-Q2 |
| WealthTrust Axiom LLC added | 73,910 | $541K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 71,692 | $525K | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 69,446 | $509K | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 67,000 | $490K | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 66,131 | $484K | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 58,368 | $427K | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 52,519 | $384K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 51,146 | $374K | 0.2% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 50,450 | $369K | 0.2% | 2026-Q2 |
| Boston Partners trimmed | 50,280 | $368K | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 42,185 | $309K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 42,155 | $309K | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 39,899 | $292K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 37,324 | $273K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 35,727 | $262K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 33,103 | $242K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 32,620 | $239K | 0.1% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd | 32,526 | $229K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 32,491 | $238K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 29,096 | $213K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 27,769 | $203K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 27,474 | $201K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 26,388 | $193K | 0.1% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 25,528 | $187K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 24,556 | $180K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 23,495 | $172K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 22,500 | $165K | 0.1% | 2026-Q2 |
| nVerses Capital, LLC added | 22,470 | $164K | 0.1% | 2026-Q2 |
| Encompass More Asset Management | 21,009 | $154K | 0.1% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC trimmed | 20,000 | $146K | 0.1% | 2026-Q2 |
| RBF Capital, LLC trimmed | 20,000 | $146K | 0.1% | 2026-Q2 |
| Teton Advisors, LLC | 20,000 | $146K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 19,222 | $141K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 18,241 | $134K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 17,339 | $127K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 17,002 | $124K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 16,400 | $120K | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 16,314 | $119K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 15,534 | $114K | 0.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 14,500 | $106K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,634 | $103K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC | 13,500 | $99K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 13,200 | $97K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 12,962 | $95K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 12,917 | $95K | 0.1% | 2026-Q2 |
| Olympiad Research LP added | 11,956 | $88K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,150 | $74K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 10,087 | $74K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 9,721 | $71K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 8,273 | $61K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 7,600 | $56K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 3,084 | $23K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 2,738 | $20K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,702 | $20K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc trimmed | 2,693 | $20K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 2,546 | $19K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,389 | $17K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC added | 565 | $4K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 474 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 464 | $3K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 419 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 386 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 385 | $3K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.