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SS Innovations International (SSII)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Inspire Investing, LLC
INCREASED
Shares223,053 from 186,297
Change+36,756 (+20%)
Value$664.7K (-$108.4K)
Filed 2026-10-22
71 West Capital Partners
NEW
Shares200,000
Change+200,000
Value$596.0K
Filed 2026-11-04
Sagespring Wealth Partners, LLC
NEW
Shares150,000
Change+150,000
Value$447.0K
Filed 2026-10-22
Handelsbanken Fonder AB
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$358.0K (-$140.0K)
Filed 2026-11-09
Jnba Financial Advisors
UNCHANGED
Shares102,291 from 102,291
Change0 (0%)
Value$304.8K (-$119.7K)
Filed 2026-11-03
AlphaCentric Advisors LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$149.0K (-$58.5K)
Filed 2026-11-03
Geode Capital Management, LLC
INCREASED
Shares47,935 from 41,771
Change+6,164 (+15%)
Value$142.8K (-$30.5K)
Filed 2026-11-06
Forum Financial Management, LP
UNCHANGED
Shares38,469 from 38,469
Change0 (0%)
Value$114.6K (-$45.0K)
Filed 2026-10-16
UBS Group AG
DECREASED
Shares34,178 from 51,208
Change-17,030 (-33%)
Value$101.9K (-$110.7K)
Filed 2026-11-10
AlTi Global, Inc.
UNCHANGED
Shares20,555 from 20,555
Change0 (0%)
Value$61.3K (-$24.0K)
Filed 2026-11-09
IFC & Insurance Marketing, Inc.
DECREASED
Shares18,305 from 18,655
Change-350 (-2%)
Value$54.5K (-$22.9K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares8,627 from 13,627
Change-5,000 (-37%)
Value$25.7K (-$30.8K)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$2.7K (-$1.1K)
Filed 2026-10-15
Citigroup Inc
NEW
Shares1
Change+1
Value$3
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 17,934
Change-17,934 (-100%)
Value$0 (-$74.4K)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Hood River Capital Management LLC
N/A
Shares— from 833,333
Change-833,333 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 110,157
Change-110,157 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,211
Change-19,211 (-100%)
Value—
State Street Corp
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 376
Change-376 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 85
Change-85 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Inspire Investing, LLC
INCREASED223,053186,297+36,756+20%$773.1K$664.7K-$108.4K2026-10-22
71 West Capital Partners
NEW200,000—+200,000——$596.0K—2026-11-04
Sagespring Wealth Partners, LLC
NEW150,000—+150,000——$447.0K—2026-10-22
Handelsbanken Fonder AB
UNCHANGED120,000120,00000%$498.0K$358.0K-$140.0K2026-11-09
Jnba Financial Advisors
UNCHANGED102,291102,29100%$424.5K$304.8K-$119.7K2026-11-03
AlphaCentric Advisors LLC
UNCHANGED50,00050,00000%$207.5K$149.0K-$58.5K2026-11-03
Geode Capital Management, LLC
INCREASED47,93541,771+6,164+15%$173.3K$142.8K-$30.5K2026-11-06
Forum Financial Management, LP
UNCHANGED38,46938,46900%$159.6K$114.6K-$45.0K2026-10-16
UBS Group AG
DECREASED34,17851,208-17,030-33%$212.5K$101.9K-$110.7K2026-11-10
AlTi Global, Inc.
UNCHANGED20,55520,55500%$85.3K$61.3K-$24.0K2026-11-09
IFC & Insurance Marketing, Inc.
DECREASED18,30518,655-350-2%$77.4K$54.5K-$22.9K2026-10-16
PNC Financial Services Group, Inc.
DECREASED8,62713,627-5,000-37%$56.6K$25.7K-$30.8K2026-11-06
Nfsg Corp
UNCHANGED91691600%$3.8K$2.7K-$1.1K2026-10-15
Citigroup Inc
NEW1—+1——$3—2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED017,934-17,934-100%$74.4K$0-$74.4K2026-10-16
Avion Wealth
CLOSED0250-250-100%$1$0-$12026-11-04
Hood River Capital Management LLC
N/A—833,333-833,333-100%$3.5M———
Eversept Partners, LP
N/A—110,157-110,157-100%$457.2K———
Mariner, LLC
N/A—19,211-19,211-100%$79.7K———
State Street Corp
N/A—14,522-14,522-100%$60.3K———
Morgan Stanley
N/A—3,000-3,000-100%$12.5K———
Steward Partners Investment Advisory, LLC
N/A—1,100-1,100-100%$4.6K———
Jones Financial Companies Lllp
N/A—376-376-100%$1.3K———
Basecamp Wealth Advisors LLC
N/A—300-300-100%$1.2K———
Royal Bank of Canada
N/A—85-85-100%$0———
Osaic Holdings, Inc.
N/A—10-10-100%$41———
Showing 26 of 26 institutions