Who owns STAAR Surgical (STAA)
Which tracked institutional funds hold STAA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STAA 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
72 tracked funds added or opened STAA while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
STAA’s largest tracked holder by dollar value, BROADWOOD CAPITAL INC, sizes it at 24.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 24.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STAA 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 185 tracked filers holding STAA, 106 increased or opened the position and 99 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 STAA 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 16
- NORGES BANK$10M
- Defilade Capital Management, L.P.$9M
- Meros Investment Management, LP$2M
- DARK FOREST CAPITAL MANAGEMENT LP$1M
- INTECH INVESTMENT MANAGEMENT LLC$1M
- Range Financial Group LLC$1M
Full exits 20
- Quinn Opportunity Partners LLC$12M
- Prescott Group Capital Management, L.L.C.$7M
- BRIGHT VALLEY CAPITAL Ltd$5M
- HRT FINANCIAL LP$4M
- MILLENNIUM MANAGEMENT LLC$3M
- Susquehanna Portfolio Strategies, LLC$3M
Largest adds
- BROADWOOD CAPITAL INC$161M
- Madison Avenue Partners, LP$74M
- BlackRock, Inc.$68M
- Point72 Asset Management, L.P.$55M
- GOLDMAN SACHS GROUP INC$42M
- Yunqi Capital Ltd$33M
Largest trims
- CITADEL ADVISORS LLC$13M
- JANE STREET GROUP, LLC$8M
- TWO SIGMA INVESTMENTS, LP$7M
- GABELLI FUNDS LLC$3M
- GABELLI & Co INVESTMENT ADVISERS, INC.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
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 |
|---|---|---|---|---|
| BROADWOOD CAPITAL INC | 16,123,842 | $463M | 29.5% | 2026-Q2 |
| BlackRock, Inc. added | 6,731,154 | $193M | 12.3% | 2026-Q2 |
| Madison Avenue Partners, LP added | 4,175,748 | $120M | 7.6% | 2026-Q2 |
| Yunqi Capital Ltd | 3,257,130 | $93M | 6.0% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,437,446 | $70M | 4.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,150,809 | $62M | 3.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,979,573 | $57M | 3.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,769,354 | $51M | 3.2% | 2026-Q2 |
| Anatole Investment Management Ltd added | 1,651,701 | $47M | 3.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,552,743 | $45M | 2.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,316,119 | $38M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,076,006 | $31M | 2.0% | 2026-Q2 |
| Two Seas Capital LP added | 1,064,389 | $31M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 867,142 | $25M | 1.6% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 846,659 | $24M | 1.5% | 2026-Q2 |
| AI-Squared Management Ltd added | 542,420 | $16M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 445,713 | $13M | 0.8% | 2026-Q2 |
| Defender Capital, LLC. trimmed | 431,187 | $12M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 423,112 | $12M | 0.8% | 2026-Q2 |
| NORGES BANK added | 365,200 | $10M | 0.7% | 2026-Q2 |
| UBS Group AG added | 341,183 | $10M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 340,400 | $10M | 0.6% | 2026-Q2 |
| Defilade Capital Management, L.P. new | 322,126 | $9M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 322,004 | $9M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 241,976 | $7M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 233,384 | $7M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 229,278 | $7M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 188,292 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 183,775 | $5M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 171,037 | $5M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 164,142 | $5M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 133,417 | $4M | 0.2% | 2026-Q2 |
| Freshford Capital Management, LLC | 125,000 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 112,316 | $3M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 110,288 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 107,417 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 102,305 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 100,197 | $3M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 82,874 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 81,601 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 77,890 | $2M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 67,583 | $2M | 0.1% | 2026-Q2 |
| Meros Investment Management, LP new | 65,000 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 60,760 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 60,166 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 59,700 | $2M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 54,718 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 51,621 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 50,962 | $953K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 49,684 | $1M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 49,107 | $1M | 0.1% | 2026-Q2 |
| Range Financial Group LLC new | 49,066 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 48,972 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 47,343 | $1M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 37,670 | $1M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 37,161 | $1M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC added | 36,898 | $1M | 0.1% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 36,524 | $1M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 35,378 | $1M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 34,676 | $995K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 34,626 | $993K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 33,754 | $968K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 33,647 | $965K | 0.1% | 2026-Q2 |
| Creative Planning added | 33,179 | $952K | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 33,170 | $952K | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. trimmed | 32,500 | $932K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 31,073 | $891K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 29,210 | $838K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 28,666 | $822K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 26,841 | $770K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 24,922 | $715K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 24,559 | $705K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC added | 23,187 | $665K | 0.0% | 2026-Q2 |
| Louisiana State Employees Retirement System | 22,100 | $413K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 22,005 | $631K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 21,550 | $618K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 21,475 | $616K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 21,383 | $613K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 21,308 | $611K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 19,678 | $565K | 0.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 19,135 | $549K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 18,871 | $541K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 18,431 | $529K | 0.0% | 2026-Q2 |
| FMR LLC added | 17,624 | $506K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,931 | $486K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 15,637 | $449K | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 14,789 | $424K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 14,512 | $416K | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13,791 | $396K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP added | 13,385 | $384K | 0.0% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 13,330 | $382K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 13,155 | $377K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 13,047 | $374K | 0.0% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 12,900 | $370K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 12,214 | $350K | 0.0% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC | 12,054 | $346K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,046 | $346K | 0.0% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 11,806 | $339K | 0.0% | 2026-Q2 |
| Hillsdale Investment Management Inc. new | 11,320 | $325K | 0.0% | 2026-Q2 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND trimmed | 11,276 | $324K | 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.