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Stoneridge Inc (SRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares862,495 from 1,066,041
Change-203,546 (-19%)
Value$5.7M (-$2.1M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares71,693 from 71,692
Change+1 (0%)
Value$476.8K (-$48.0K)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares23,750 from 58,368
Change-34,618 (-59%)
Value$157.9K (-$269.3K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$149.6K (-$15.1K)
Filed 2026-10-19
Encompass More Asset Management
UNCHANGED
Shares21,009 from 21,009
Change0 (0%)
Value$139.7K (-$14.1K)
Filed 2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$133.0K (-$13.4K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$17.9K (-$1.8K)
Filed 2026-10-02
Strs Ohio
NEW
Shares2,400
Change+2,400
Value$16.0K
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares1,431 from 12,962
Change-11,531 (-89%)
Value$9.5K (-$85.4K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares1,338 from 257
Change+1,081 (+421%)
Value$8.9K (+$7.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares588 from 385
Change+203 (+53%)
Value$3.9K (+$1.1K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares553 from 565
Change-12 (-2%)
Value$3.7K (-$459)
Filed 2026-10-22
Blue Trust, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$3.2K (-$318)
Filed 2026-10-15
Nisa Investment Advisors, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$2.4K (-$242)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares326 from 212
Change+114 (+54%)
Value$2.2K (+$616)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$1.8K (-$177)
Filed 2026-10-20
SJS Investment Consulting Inc.
NEW
Shares200
Change+200
Value$1.3K
Filed 2026-10-26
IFP Advisors, Inc
NEW
Shares195
Change+195
Value$1.3K
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares122 from 54
Change+68 (+126%)
Value$812 (+$416)
Filed 2026-10-13
Essential Partners LLC
NEW
Shares69
Change+69
Value$459
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$399 (-$40)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares50
Change+50
Value$333
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares18
Change+18
Value$120
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares8 from 16
Change-8 (-50%)
Value$53 (-$64)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$27 (-$2)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$20 (+$5)
Filed 2026-10-29
Advisory Advocates, LLC
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$98.8K)
Filed 2026-11-05
Olympiad Research LP
CLOSED
Shares0 from 11,956
Change-11,956 (-100%)
Value$0 (-$87.5K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$834)
Filed 2026-10-05
BlackRock, Inc.
N/A
Shares— from 2,559,252
Change-2,559,252 (-100%)
Value—
22NW, LPA
N/A
Shares— from 2,466,975
Change-2,466,975 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 1,352,980
Change-1,352,980 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,214,355
Change-1,214,355 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,203,756
Change-1,203,756 (-100%)
Value—
Ayal Capital Advisors Ltd
N/A
Shares— from 1,004,860
Change-1,004,860 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 980,872
Change-980,872 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 836,293
Change-836,293 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 736,167
Change-736,167 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 721,954
Change-721,954 (-100%)
Value—
EVR Research LP
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 661,462
Change-661,462 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 579,852
Change-579,852 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 490,557
Change-490,557 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 402,194
Change-402,194 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 345,240
Change-345,240 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 318,518
Change-318,518 (-100%)
Value—
State Street Corp
N/A
Shares— from 308,863
Change-308,863 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 289,713
Change-289,713 (-100%)
Value—
Man Group plc
N/A
Shares— from 279,924
Change-279,924 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 256,804
Change-256,804 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 252,463
Change-252,463 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 252,200
Change-252,200 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 242,848
Change-242,848 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 219,238
Change-219,238 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 217,458
Change-217,458 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 189,499
Change-189,499 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 188,897
Change-188,897 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 163,443
Change-163,443 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 141,626
Change-141,626 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 128,515
Change-128,515 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 92,956
Change-92,956 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 91,841
Change-91,841 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 87,020
Change-87,020 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 80,843
Change-80,843 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 73,910
Change-73,910 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 69,446
Change-69,446 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 67,000
Change-67,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 66,131
Change-66,131 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 52,519
Change-52,519 (-100%)
Value—
Barclays PLC
N/A
Shares— from 51,146
Change-51,146 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 50,450
Change-50,450 (-100%)
Value—
Boston Partners
N/A
Shares— from 50,280
Change-50,280 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 42,185
Change-42,185 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 42,155
Change-42,155 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 39,899
Change-39,899 (-100%)
Value—
UBS Group AG
N/A
Shares— from 37,324
Change-37,324 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,727
Change-35,727 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 33,103
Change-33,103 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 32,620
Change-32,620 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 32,491
Change-32,491 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 29,096
Change-29,096 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 27,769
Change-27,769 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 27,474
Change-27,474 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,388
Change-26,388 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 25,528
Change-25,528 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,556
Change-24,556 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 22,470
Change-22,470 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,222
Change-19,222 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,241
Change-18,241 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 17,339
Change-17,339 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,002
Change-17,002 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 16,314
Change-16,314 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,634
Change-13,634 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,087
Change-10,087 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,273
Change-8,273 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 464
Change-464 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 386
Change-386 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED862,4951,066,041-203,546-19%$7.8M$5.7M-$2.1M2026-11-04
Bank of New York Mellon Corp
INCREASED71,69371,692+10%$524.8K$476.8K-$48.0K2026-11-05
Assenagon Asset Management S.A.
DECREASED23,75058,368-34,618-59%$427.3K$157.9K-$269.3K2026-10-15
Laurel OAK Wealth Management, LLC
UNCHANGED22,50022,50000%$164.7K$149.6K-$15.1K2026-10-19
Encompass More Asset Management
UNCHANGED21,00921,00900%$153.8K$139.7K-$14.1K2026-10-16
Villere ST Denis J & Co LLC
UNCHANGED20,00020,00000%$146.4K$133.0K-$13.4K2026-11-04
Versant Capital Management, Inc
UNCHANGED2,6932,69300%$19.7K$17.9K-$1.8K2026-10-02
Strs Ohio
NEW2,400—+2,400——$16.0K—2026-10-30
Citigroup Inc
DECREASED1,43112,962-11,531-89%$94.9K$9.5K-$85.4K2026-11-04
Gamma Investing LLC
INCREASED1,338257+1,081+421%$1.9K$8.9K+$7.0K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED588385+203+53%$2.8K$3.9K+$1.1K2026-11-04
Sterling Capital Management LLC
DECREASED553565-12-2%$4.1K$3.7K-$4592026-10-22
Blue Trust, Inc.
UNCHANGED47447400%$3.5K$3.2K-$3182026-10-15
Nisa Investment Advisors, LLC
UNCHANGED36136100%$2.6K$2.4K-$2422026-10-20
Farther Finance Advisors, LLC
INCREASED326212+114+54%$1.6K$2.2K+$6162026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED26526500%$1.9K$1.8K-$1772026-10-20
SJS Investment Consulting Inc.
NEW200—+200——$1.3K—2026-10-26
IFP Advisors, Inc
NEW195—+195——$1.3K—2026-10-16
True Wealth Design, LLC
INCREASED12254+68+126%$396$812+$4162026-10-13
Essential Partners LLC
NEW69—+69——$459—2026-10-14
North Star Investment Management Corp.
UNCHANGED606000%$439$399-$402026-10-27
Root Financial Partners, LLC
NEW50—+50——$333—2026-10-21
Provenance Wealth Advisors, LLC
NEW18—+18——$120—2026-10-30
Fifth Third Bancorp
DECREASED816-8-50%$117$53-$642026-11-05
SBI Securities Co., Ltd.
UNCHANGED4400%$29$27-$22026-10-22
Caitong International Asset Management Co., Ltd
INCREASED32+1+50%$15$20+$52026-10-29
Advisory Advocates, LLC
CLOSED013,500-13,500-100%$98.8K$0-$98.8K2026-11-05
Olympiad Research LP
CLOSED011,956-11,956-100%$87.5K$0-$87.5K2026-11-04
MassMutual Private Wealth & Trust, FSB
CLOSED0114-114-100%$834$0-$8342026-10-05
BlackRock, Inc.
N/A—2,559,252-2,559,252-100%$18.7M———
22NW, LPA
N/A—2,466,975-2,466,975-100%$18.1M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—1,352,980-1,352,980-100%$8.2M———
Federated Hermes, Inc.
N/A—1,214,355-1,214,355-100%$8.9M———
Vanguard Capital Management LLC
N/A—1,203,756-1,203,756-100%$8.8M———
Ayal Capital Advisors Ltd
N/A—1,004,860-1,004,860-100%$7.4M———
American Century Companies Inc
N/A—980,872-980,872-100%$7.2M———
Royce & Associates LP
N/A—836,293-836,293-100%$6.1M———
Acadian Asset Management LLC
N/A—736,167-736,167-100%$5.4M———
Geode Capital Management, LLC
N/A—721,954-721,954-100%$5.3M———
EVR Research LP
N/A—700,000-700,000-100%$5.1M———
ArrowMark Colorado Holdings LLC
N/A—661,462-661,462-100%$4.8M———
D. E. Shaw & Co., Inc.
N/A—579,852-579,852-100%$4.2M———
Marshall Wace, LLP
N/A—490,557-490,557-100%$3.6M———
Two Sigma Investments, LP
N/A—402,194-402,194-100%$2.9M———
Russell Investments Group, Ltd.
N/A—345,240-345,240-100%$2.5M———
Jacobs Levy Equity Management, Inc
N/A—318,518-318,518-100%$2.3M———
State Street Corp
N/A—308,863-308,863-100%$2.3M———
Vanguard Portfolio Management LLC
N/A—289,713-289,713-100%$2.1M———
Man Group plc
N/A—279,924-279,924-100%$2.0M———
Morgan Stanley
N/A—256,804-256,804-100%$1.9M———
Bridgeway Capital Management, LLC
N/A—252,463-252,463-100%$1.8M———
Renaissance Technologies LLC
N/A—252,200-252,200-100%$1.8M———
Charles Schwab Investment Management Inc
N/A—242,848-242,848-100%$1.8M———
Shay Capital LLC
N/A—230,000-230,000-100%$1.7M———
Northern Trust Corp
N/A—219,238-219,238-100%$1.6M———
Goldman Sachs Group Inc
N/A—217,458-217,458-100%$1.6M———
Gamco Investors, Inc. ET AL
N/A—200,000-200,000-100%$1.5M———
Citadel Advisors LLC
N/A—189,499-189,499-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—188,897-188,897-100%$1.4M———
Globeflex Capital L P
N/A—163,443-163,443-100%$1.2M———
Tudor Investment Corp ET AL
N/A—141,626-141,626-100%$1.0M———
Arrowstreet Capital, Limited Partnership
N/A—128,515-128,515-100%$940.7K———
Panagora Asset Management Inc
N/A—92,956-92,956-100%$680.4K———
HSBC Holdings PLC
N/A—91,841-91,841-100%$672.3K———
Millennium Management LLC
N/A—87,020-87,020-100%$637.0K———
Qube Research & Technologies Ltd
N/A—80,843-80,843-100%$591.8K———
WealthTrust Axiom LLC
N/A—73,910-73,910-100%$541.0K———
Price T Rowe Associates Inc
N/A—69,446-69,446-100%$509.0K———
Gabelli Funds LLC
N/A—67,000-67,000-100%$490.4K———
Empowered Funds, LLC
N/A—66,131-66,131-100%$484.1K———
Nuveen, LLC
N/A—52,519-52,519-100%$384.4K———
Barclays PLC
N/A—51,146-51,146-100%$374.4K———
Channel Wealth LLC
N/A—50,450-50,450-100%$369.3K———
Boston Partners
N/A—50,280-50,280-100%$368.1K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—42,185-42,185-100%$308.8K———
Ameriprise Financial Inc
N/A—42,155-42,155-100%$308.6K———
Algert Global LLC
N/A—39,899-39,899-100%$292.1K———
UBS Group AG
N/A—37,324-37,324-100%$273.2K———
XTX Topco Ltd
N/A—35,727-35,727-100%$261.5K———
Quantinno Capital Management LP
N/A—33,103-33,103-100%$242.3K———
Public Employees Retirement System of Ohio
N/A—32,620-32,620-100%$238.8K———
Bank of America Corp
N/A—32,491-32,491-100%$237.8K———
Invesco Ltd.
N/A—29,096-29,096-100%$213.0K———
Prelude Capital Management, LLC
N/A—27,769-27,769-100%$203.3K———
Deutsche Bank Ag\
N/A—27,474-27,474-100%$201.1K———
Brown Advisory Inc
N/A—26,388-26,388-100%$193.2K———
Dynamic Technology Lab Private Ltd
N/A—25,528-25,528-100%$187.0K———
Rhumbline Advisers
N/A—24,556-24,556-100%$179.7K———
Wells Fargo & Company
N/A—23,495-23,495-100%$172.0K———
nVerses Capital, LLC
N/A—22,470-22,470-100%$164.5K———
RBF Capital, LLC
N/A—20,000-20,000-100%$146.4K———
Teton Advisors, LLC
N/A—20,000-20,000-100%$146.4K———
PNC Financial Services Group, Inc.
N/A—19,222-19,222-100%$140.7K———
Sequoia Financial Advisors, LLC
N/A—18,241-18,241-100%$133.5K———
SEI Investments Co
N/A—17,339-17,339-100%$126.9K———
MetLife Investment Management, LLC
N/A—17,002-17,002-100%$124.5K———
Canada Pension Plan Investment Board
N/A—16,400-16,400-100%$120.0K———
Susquehanna Portfolio Strategies, LLC
N/A—16,314-16,314-100%$119.4K———
Graham Capital Management, L.P.
N/A—15,534-15,534-100%$113.7K———
Hotchkis & Wiley Capital Management LLC
N/A—14,500-14,500-100%$106.1K———
JPMorgan Chase & Co
N/A—13,634-13,634-100%$103.3K———
Engineers Gate Manager LP
N/A—13,200-13,200-100%$96.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—12,917-12,917-100%$94.6K———
Susquehanna International Group, LLP
N/A—10,150-10,150-100%$74.3K———
Vanguard Global Advisers, LLC
N/A—10,087-10,087-100%$73.8K———
BNP Paribas Financial Markets
N/A—9,721-9,721-100%$71.2K———
Police & Firemen's Retirement System of New Jersey
N/A—8,273-8,273-100%$60.6K———
New York State Common Retirement Fund
N/A—7,600-7,600-100%$55.6K———
Tower Research Capital LLC (TRC)
N/A—3,084-3,084-100%$22.6K———
Legal & General Group Plc
N/A—2,738-2,738-100%$20.0K———
Royal Bank of Canada
N/A—2,702-2,702-100%$20.0K———
Ameritas Investment Partners, Inc.
N/A—2,546-2,546-100%$18.6K———
FMR LLC
N/A—2,389-2,389-100%$17.5K———
Arax Advisory Partners
N/A—464-464-100%$3.4K———
Osaic Holdings, Inc.
N/A—419-419-100%$3.1K———
California State Teachers Retirement System
N/A—386-386-100%$2.8K———
Basecamp Wealth Advisors LLC
N/A—120-120-100%$878———
Showing 117 of 117 institutions