Stoneridge Ownership 2024 | Who Owns Stoneridge Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

98.53%

Insider Ownership

4.32%

Retail Ownership

-2.85%

Institutional Holders

114.00

Stoneridge Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
THRIVENT FINANCIAL FOR LUTHERANS10.91%0.10%3,011,095-18,926-0.62%48,058,000Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC7.92%0.35%2,187,286-32,706-1.47%34,909,091Jun 30, 2024
BLACKROCK INC.7.62%0.00%2,103,38615,0490.72%33,570,040Jun 30, 2024
COOPER CREEK PARTNERS MANAGEMENT LLC7.49%1.10%2,066,8191,4090.07%32,986,000Jun 30, 2024
VANGUARD GROUP INC5.89%0.00%1,625,967102,9426.76%25,950,434Jun 30, 2024
COOKE & BIELER LP5.55%0.24%1,532,951-57,333-3.61%24,465,898Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP5.50%0.01%1,519,150-32,054-2.07%24,245,443Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC5.40%0.28%1,492,279-120,166-7.45%23,816,773Jun 30, 2024
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.4.40%12.33%1,214,699--19,386,596Jun 30, 2024
ROYCE & ASSOCIATES LP4.38%0.18%1,208,58286,6637.72%19,288,969Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.25%0.00%620,08838,2296.57%9,898,125Jun 30, 2024
STATE STREET CORP2.23%0.00%617,052-8,519-1.36%9,848,150,000Jun 30, 2024
EVR RESEARCH LP1.97%2.60%545,000145,00036.25%8,698,200Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.84%0.17%507,872195,20562.43%8,105,637Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.1.49%0.45%410,27023,0305.95%6,547,909Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.48%0.00%409,854-50,727-11.01%6,541,270Jun 30, 2024
AYAL CAPITAL ADVISORS LTD1.41%2.37%390,39312,9003.42%6,230,672Jun 30, 2024
PEMBROKE MANAGEMENT, LTD1.29%0.76%356,285-483,866-57.59%5,686,309Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.1.26%0.01%347,714--5,549,515Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.09%0.00%300,61966,17928.23%4,797,879Jun 30, 2024

Stoneridge's largest institutional shareholder is THRIVENT FINANCIAL FOR LUTHERANS, holding 10.91% of the company's total share outstanding, currently valued at $48.06M. The top 10 institutional shareholders own together 65.06% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.4.40%12.33%1,214,699--19,386,596Jun 30, 2024
EVR RESEARCH LP1.97%2.60%545,000145,00036.25%8,698,200Jun 30, 2024
AYAL CAPITAL ADVISORS LTD1.41%2.37%390,39312,9003.42%6,230,672Jun 30, 2024
COOPER CREEK PARTNERS MANAGEMENT LLC7.49%1.10%2,066,8191,4090.07%32,986,000Jun 30, 2024
PEMBROKE MANAGEMENT, LTD1.29%0.76%356,285-483,866-57.59%5,686,309Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.1.49%0.45%410,27023,0305.95%6,547,909Jun 30, 2024
TETON ADVISORS, INC.0.19%0.35%52,000-500-0.95%829,920Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC7.92%0.35%2,187,286-32,706-1.47%34,909,091Jun 30, 2024
KINGS PATH PARTNERS LLC0.15%0.31%41,18041,180100.00%657,233Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC5.40%0.28%1,492,279-120,166-7.45%23,816,773Jun 30, 2024
COOKE & BIELER LP5.55%0.24%1,532,951-57,333-3.61%24,465,898Jun 30, 2024
ROYCE & ASSOCIATES LP4.38%0.18%1,208,58286,6637.72%19,288,969Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC1.84%0.17%507,872195,20562.43%8,105,637Jun 30, 2024
PRIVATE CAPITAL MANAGEMENT, LLC0.26%0.13%71,685-2,085-2.83%1,144,093Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.73%0.10%202,885-21,030-9.39%3,238,046Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS10.91%0.10%3,011,095-18,926-0.62%48,058,000Jun 30, 2024
SCOUT INVESTMENTS, INC.0.78%0.09%214,627-20,555-8.74%3,425,446Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.25%0.08%68,20068,200100.00%1,088,000Jun 30, 2024
DISCIPLINED GROWTH INVESTORS INC /MN0.87%0.07%239,9294490.19%3,829,267Jun 30, 2024
COWEN AND COMPANY, LLC0.51%0.06%140,000140,000100.00%2,234,400Jun 30, 2024

The largest Stoneridge shareholder by % of total assets is EWING MORRIS & CO. INVESTMENT PARTNERS LTD.. The company owns 1.21M shares of Stoneridge (SRI), representing 12.33% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KENNEDY CAPITAL MANAGEMENT LLC1.84%0.17%507,872195,20562.43%8,105,637Jun 30, 2024
EVR RESEARCH LP1.97%2.60%545,000145,00036.25%8,698,200Jun 30, 2024
COWEN AND COMPANY, LLC0.51%0.06%140,000140,000100.00%2,234,400Jun 30, 2024
VANGUARD GROUP INC5.89%0.00%1,625,967102,9426.76%25,950,434Jun 30, 2024
ROYCE & ASSOCIATES LP4.38%0.18%1,208,58286,6637.72%19,288,969Jun 30, 2024
GOLDMAN SACHS GROUP INC0.48%0.00%132,76873,709124.81%2,118,977Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.25%0.08%68,20068,200100.00%1,088,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.09%0.00%300,61966,17928.23%4,797,879Jun 30, 2024
D. E. SHAW & CO., INC.0.19%0.00%52,56852,568100.00%838,985Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.63%0.01%174,50047,26337.15%2,785,020Jun 30, 2024
KINGS PATH PARTNERS LLC0.15%0.31%41,18041,180100.00%657,233Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.25%0.00%620,08838,2296.57%9,898,125Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.12%0.00%32,67432,674100.00%521,477Jun 30, 2024
MORGAN STANLEY1.02%0.00%282,40231,87012.72%4,507,148Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.11%0.01%29,59229,592100.00%472,288Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.10%0.00%26,32126,321100.00%420,083Jun 30, 2024
M&T BANK CORP0.55%0.01%151,41425,60920.36%2,416,284Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.58%0.00%160,18423,56917.25%2,556,537Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.09%0.00%24,72723,1271445.44%394,643Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.1.49%0.45%410,27023,0305.95%6,547,909Jun 30, 2024

As of Jun 30 2024, Stoneridge's largest institutional buyer is KENNEDY CAPITAL MANAGEMENT LLC. The company purchased 195.21K stocks of SRI, valued at $8.11M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PEMBROKE MANAGEMENT, LTD1.29%0.76%356,285-483,866-57.59%5,686,309Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC----213,596-100.00%-Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC----205,653-100.00%-Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC5.40%0.28%1,492,279-120,166-7.45%23,816,773Jun 30, 2024
MAVEN SECURITIES LTD----100,000-100.00%-Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.38%0.00%104,221-88,066-45.80%1,663,367Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-182-86,782-99.79%2,905Jun 30, 2024
SEI INVESTMENTS CO----81,854-100.00%-Jun 30, 2024
COOKE & BIELER LP5.55%0.24%1,532,951-57,333-3.61%24,465,898Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.48%0.00%409,854-50,727-11.01%6,541,270Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC7.92%0.35%2,187,286-32,706-1.47%34,909,091Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP5.50%0.01%1,519,150-32,054-2.07%24,245,443Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.73%0.10%202,885-21,030-9.39%3,238,046Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----20,596-100.00%-Jun 30, 2024
SCOUT INVESTMENTS, INC.0.78%0.09%214,627-20,555-8.74%3,425,446Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.53%0.02%147,511-20,000-11.94%2,354,276Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS10.91%0.10%3,011,095-18,926-0.62%48,058,000Jun 30, 2024
NORTHERN TRUST CORP0.85%0.00%233,619-17,906-7.12%3,728,560,000Jun 30, 2024
AMERIPRISE FINANCIAL INC0.47%0.00%131,031-17,307-11.67%2,091,255Jun 30, 2024
JPMORGAN CHASE & CO0.05%-14,317-14,690-50.64%228,500Jun 30, 2024

As of Jun 30 2024, Stoneridge's biggest institutional seller is PEMBROKE MANAGEMENT, LTD. The company sold -0.48M shares of SRI, valued at $5.69M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COWEN AND COMPANY, LLC0.51%0.06%140,000140,000100.00%2,234,400Jun 30, 2024
D. E. SHAW & CO., INC.0.19%0.00%52,56852,568100.00%838,985Jun 30, 2024
KINGS PATH PARTNERS LLC0.15%0.31%41,18041,180100.00%657,233Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.11%0.01%29,59229,592100.00%472,288Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.08%0.00%22,56622,566100.00%360,000Jun 30, 2024
SEQUOIA FINANCIAL ADVISORS, LLC0.08%0.00%21,55021,550100.00%343,939Jun 30, 2024
SQUAREPOINT OPS LLC0.07%0.00%20,66520,665100.00%329,813Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.06%0.00%15,79015,790100.00%252,009Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%14,68414,684100.00%234,357Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%13,01613,016100.00%207,735Jun 30, 2024
PDT PARTNERS, LLC0.05%0.02%12,80312,803100.00%204,336Jun 30, 2024
XTX TOPCO LTD0.04%0.02%11,04011,040100.00%176,198Jun 30, 2024
SIGNATUREFD, LLC0.00%0.00%252252100.00%4,022Jun 30, 2024
MASSMUTUAL TRUST CO FSB/ADV0.00%-4545100.00%718,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%-2323100.00%368Jun 30, 2024
ROTHSCHILD INVESTMENT LLC0.00%-2020100.00%319Jun 30, 2024
QUEST PARTNERS LLC0.00%-1616100.00%255Jun 30, 2024

Stoneridge's largest new institutional shareholder by number of shares is COWEN AND COMPANY, LLC, purchased 140.00K shares, valued at $2.23M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PEREGRINE CAPITAL MANAGEMENT LLC----213,596-100.00%-Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC----205,653-100.00%-Jun 30, 2024
MAVEN SECURITIES LTD----100,000-100.00%-Jun 30, 2024
SEI INVESTMENTS CO----81,854-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----20,596-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----13,045-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----12,754-100.00%-Jun 30, 2024
HARBOR CAPITAL ADVISORS, INC.----12,045-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----11,478-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----11,409-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,503-100.00%-Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC----104-100.00%-Jun 30, 2024
NEWEDGE ADVISORS, LLC----85-100.00%-Jun 30, 2024
US BANCORP \DE\----16-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----8-100.00%-Jun 30, 2024
PARALLEL ADVISORS, LLC----8-100.00%-Jun 30, 2024

Stoneridge's largest sold out institutional shareholder by shares sold is PEREGRINE CAPITAL MANAGEMENT LLC, sold -0.21M shares, valued at -, as of undefined.

Stoneridge Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BNY MELLON VARIABLE INVESTMENT FUND0.44%106,678--Mar 31, 2024
RANGER FUNDS INVESTMENT TRUST0.43%10,0052,94241.65%Jan 31, 2024
MERIDIAN FUND INC0.28%663,35627,5494.33%Mar 28, 2024
M FUND INC0.25%117,671-1,781-1.49%Mar 31, 2024
NUVEEN INVESTMENT TRUST0.25%142,197--Mar 31, 2024
ROYCE CAPITAL FUND0.17%65,400--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.16%577,205--Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.15%55,297--Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.12%56,200--Mar 31, 2024
ROYCE FUND0.11%701,63925,6693.80%Mar 31, 2024
TETON WESTWOOD FUNDS0.10%62,000-23,000-27.06%Dec 29, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.08%50,552--Feb 29, 2024
GABELLI EQUITY SERIES FUNDS INC0.07%60,000--Dec 29, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.05%211,942--Mar 28, 2024
MFS SERIES TRUST I0.04%746,146--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.03%18,241--Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.03%347,200--Mar 31, 2024
AMG Funds IV0.02%74,731--Jan 31, 2024
WASATCH FUNDS TRUST0.02%220,485--Mar 31, 2024
Voya EQUITY TRUST0.02%32,695--Feb 29, 2024
Vericimetry Funds0.02%1,830--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%76,500--Jan 31, 2024
JAMES ADVANTAGE FUNDS0.01%31,220--Dec 31, 2023
Guggenheim Variable Funds Trust0.01%54,763--Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.01%30,290--Mar 31, 2024
IndexIQ ETF Trust0.01%27,606--Jan 31, 2024
FORUM FUNDS II0.01%11,539--Jan 31, 2024
AMERICAN CENTURY GROWTH FUNDS, INC.0.01%1,699--Jan 31, 2024
FIDELITY CAPITAL TRUST0.01%115,900--Jan 31, 2024
AMG Funds I0.01%20,6171,92110.27%Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%21,969--Mar 31, 2024
THRIVENT SERIES FUND INC0.01%1,015,329-16,303-1.58%Mar 28, 2024
FIDELITY SECURITIES FUND0.01%809,600--Jan 31, 2024
AMG FUNDS III0.01%44,630--Mar 28, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%712,001--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.01%74,2001,4001.92%Mar 28, 2024
QUANTITATIVE MASTER SERIES LLC0.01%47,060--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,963--Mar 31, 2024
PFM Multi-Manager Series Trust0.01%5,368--Dec 31, 2023
MFS VARIABLE INSURANCE TRUST0.01%195,865--Mar 31, 2024
Bernstein Fund Inc0.01%48,850--Mar 31, 2024
MFS SERIES TRUST XIII0.01%423,941--Feb 29, 2024
ROYCE VALUE TRUST, INC.0.01%4,220--Mar 31, 2024
AMG FUNDS0.01%149,948--Mar 28, 2024
DRIEHAUS MUTUAL FUNDS0.01%45,302--Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,055--Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%123,424-6,970-5.35%Mar 31, 2024
Harbor ETF Trust0.00%16,7611,1297.22%Jan 31, 2024
VANGUARD INDEX FUNDS0.00%1,202,813-428,251-26.26%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%119,1354,6544.07%Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%34,304--Feb 29, 2024
JNL VARIABLE FUND LLC0.00%10,913-1,035-8.66%Mar 31, 2020
CARILLON SERIES TRUST0.00%108,113-7,426-6.43%Mar 31, 2024
FundVantage Trust0.00%29,613--Mar 28, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%25,661--Jan 31, 2024
North Square Investments Trust0.00%13,610--Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.00%67,500--Mar 28, 2024
TIMOTHY PLAN0.00%5,564--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,193,665185,02218.34%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%27,027--Mar 31, 2024
BNY MELLON FUNDS TRUST0.00%86,345-15,045-14.84%Aug 31, 2023
FIDELITY COVINGTON TRUST0.00%20,9927,09751.08%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%236,4506,8422.98%Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%126,002102,631439.14%Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.00%24,847--Jan 31, 2024
Calvert Variable Products, Inc.0.00%2,594--Mar 31, 2024
ALPS ETF Trust0.00%10,141--Feb 29, 2024
Dimensional ETF Trust0.00%358,17821,9606.53%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%18,1251220.68%Mar 31, 2024
Meeder Funds0.00%3,071--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%47,686480.10%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%332,51123,4447.59%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%16,348-1,266-7.19%Mar 31, 2024
MFS VARIABLE INSURANCE TRUST III0.00%8,222--Mar 31, 2024
JANUS INVESTMENT FUND0.00%146,128--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%135,0638,0316.32%Jan 31, 2024
BMO FUNDS, INC.0.00%17,268--Nov 30, 2021
SunAmerica Specialty Series0.00%214--Apr 30, 2021
STONE RIDGE TRUST0.00%9,480--Jan 31, 2024
Lattice Strategies Trust0.00%596--Mar 31, 2024
VANGUARD WORLD FUND0.00%90,26529,84949.41%Feb 29, 2024
LOOMIS SAYLES FUNDS II0.00%943,452--Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%545--Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%9,676-1,505-13.46%Mar 31, 2024
RUSSELL INVESTMENT FUNDS0.00%33,029-2,125-6.04%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,325--Mar 31, 2024
Segall Bryant & Hamill Trust0.00%4,756--Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%8,415-131-1.53%Mar 31, 2024
Global X Funds0.00%11,478--Jan 31, 2024
GPS Funds I0.00%1,319--Mar 31, 2024
AdvisorShares Trust0.00%967--Mar 28, 2024
EQ ADVISORS TRUST0.00%283,166-3,622-1.26%Mar 31, 2024
VALIC Co II0.00%7,726--Feb 28, 2021
NATIONWIDE VARIABLE INSURANCE TRUST0.00%25,575--Mar 31, 2024
DFA INVESTMENT TRUST CO0.00%25,661--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%2,727--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%449--Mar 31, 2024
Fidelity Rutland Square Trust II0.00%195,89892,18588.88%Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%9,6828009.01%Mar 31, 2024
GUGGENHEIM FUNDS TRUST0.00%83,794-87-0.10%Dec 31, 2023

Stoneridge's largest mutual fund holder by % of total assets is "BNY MELLON VARIABLE INVESTMENT FUND", owning 106.68K shares, compromising 0.44% of its total assets.

Stoneridge Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 241145.56%
31 Mar, 24108-6.09%
31 Dec, 23115-1.71%
30 Sep, 231174.46%
30 Jun, 23112-4.27%
31 Mar, 23117-
31 Dec, 221178.33%
30 Sep, 22108-6.90%
30 Jun, 22116-5.69%
31 Mar, 221239.82%
31 Dec, 211121.82%
30 Sep, 21110-8.33%
30 Jun, 21120-0.83%
31 Mar, 211212.54%
31 Dec, 201188.26%
30 Sep, 20109-5.22%
30 Jun, 20115-3.36%
31 Mar, 20119-21.19%
31 Dec, 19151-
30 Sep, 191512.03%
30 Jun, 19148-6.33%
31 Mar, 191582.60%
31 Dec, 18154-12.99%
30 Sep, 18177-9.69%
30 Jun, 1819610.11%
31 Mar, 1817810.56%
31 Dec, 1716114.18%
30 Sep, 171410.71%
30 Jun, 17140-6.04%
31 Mar, 171494.20%
31 Dec, 16143-5.92%
30 Sep, 161529.35%
30 Jun, 1613912.10%
31 Mar, 1612410.71%
31 Dec, 151125.66%
30 Sep, 1510610.42%
30 Jun, 15963.23%
31 Mar, 15932.20%
31 Dec, 1491-9.00%
30 Sep, 14100-9.09%
30 Jun, 141100.92%
31 Mar, 14109-3.54%
31 Dec, 13113-11.02%
30 Sep, 131273.25%
30 Jun, 13123179.55%
31 Mar, 134425.71%
31 Dec, 1235-10.26%
30 Sep, 1239-
30 Jun, 123911.43%
31 Mar, 1235-2.78%
31 Dec, 113633.33%
30 Sep, 1127-20.59%
30 Jun, 1134-2.86%
31 Mar, 113525.00%
31 Dec, 102833.33%
30 Sep, 102116.67%
30 Jun, 1018-5.26%
31 Mar, 101918.75%
31 Dec, 0916-15.79%
30 Sep, 0919-9.52%
30 Jun, 092116.67%
31 Mar, 0918-30.77%
31 Dec, 0826-3.70%
30 Sep, 082742.11%
30 Jun, 081911.76%
31 Mar, 0817-5.56%
31 Dec, 071820.00%
30 Sep, 0715-6.25%
30 Jun, 071677.78%
31 Mar, 07912.50%
31 Dec, 068-33.33%
30 Sep, 061233.33%
30 Jun, 069-18.18%
31 Mar, 061110.00%
31 Dec, 051025.00%
30 Sep, 058-42.86%
30 Jun, 05147.69%
31 Mar, 051330.00%
31 Dec, 0410-
30 Sep, 0410-28.57%
30 Jun, 0414-12.50%
31 Mar, 041660.00%
31 Dec, 0310-9.09%
30 Sep, 031110.00%
30 Jun, 0310-9.09%
31 Mar, 031110.00%
31 Dec, 0210-9.09%
30 Sep, 021122.22%
30 Jun, 02928.57%
31 Mar, 02716.67%
31 Dec, 016-25.00%
30 Sep, 018-11.11%
30 Jun, 01928.57%
31 Mar, 01740.00%
31 Dec, 005-
30 Sep, 005-16.67%
30 Jun, 006-
31 Mar, 006-14.29%
31 Dec, 997-12.50%
30 Sep, 998-
30 Jun, 998-
31 Mar, 998-

As of 30 Jun 24, 114 institutions are holding Stoneridge's shares, representing an increase of 5.56% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2427,205,384-1.23%
31 Mar, 2427,545,0401.82%
31 Dec, 2327,053,9960.83%
30 Sep, 2326,832,593-0.67%
30 Jun, 2327,012,4083.38%
31 Mar, 2326,130,4421.43%
31 Dec, 2225,761,725-3.41%
30 Sep, 2226,671,0791.29%
30 Jun, 2226,331,4600.46%
31 Mar, 2226,210,9581.48%
31 Dec, 2125,828,2070.09%
30 Sep, 2125,803,883-0.44%
30 Jun, 2125,918,2880.77%
31 Mar, 2125,720,891-1.50%
31 Dec, 2026,111,3911.72%
30 Sep, 2025,670,3830.00%
30 Jun, 2025,669,975-1.94%
31 Mar, 2026,177,361-2.33%
31 Dec, 1926,803,094-0.44%
30 Sep, 1926,922,083-7.79%
30 Jun, 1929,195,4317.87%
31 Mar, 1927,065,8930.14%
31 Dec, 1827,029,0151.08%
30 Sep, 1826,739,1485.36%
30 Jun, 1825,379,2921.80%
31 Mar, 1824,931,182-1.13%
31 Dec, 1725,216,5161.59%
30 Sep, 1724,822,495-1.05%
30 Jun, 1725,085,081-1.11%
31 Mar, 1725,365,9342.68%
31 Dec, 1624,703,908-0.88%
30 Sep, 1624,923,1665.13%
30 Jun, 1623,706,417-4.35%
31 Mar, 1624,783,4511.74%
31 Dec, 1524,358,484-1.39%
30 Sep, 1524,700,848-5.64%
30 Jun, 1526,177,0706.93%
31 Mar, 1524,481,191-1.89%
31 Dec, 1424,952,0091.35%
30 Sep, 1424,618,5553.21%
30 Jun, 1423,853,488-4.11%
31 Mar, 1424,874,8694.71%
31 Dec, 1323,757,023-0.65%
30 Sep, 1323,911,97710.41%
30 Jun, 1321,657,823138.44%
31 Mar, 139,083,301-21.85%
31 Dec, 1211,622,334-4.64%
30 Sep, 1212,187,269-7.45%
30 Jun, 1213,168,3684.85%
31 Mar, 1212,558,69315.40%
31 Dec, 1110,882,40715.87%
30 Sep, 119,392,28411.13%
30 Jun, 118,451,5910.47%
31 Mar, 118,412,11422.34%
31 Dec, 106,876,224111.80%
30 Sep, 103,246,60013.62%
30 Jun, 102,857,526-0.70%
31 Mar, 102,877,55532.01%
31 Dec, 092,179,8189.19%
30 Sep, 091,996,386-45.81%
30 Jun, 093,684,28524.56%
31 Mar, 092,957,772-13.16%
31 Dec, 083,405,98660.83%
30 Sep, 082,117,71428.29%
30 Jun, 081,650,76834.88%
31 Mar, 081,223,905-37.32%
31 Dec, 071,952,490-40.46%
30 Sep, 073,279,347-19.60%
30 Jun, 074,078,81523.29%
31 Mar, 073,308,405-35.38%
31 Dec, 065,119,391-10.57%
30 Sep, 065,724,358-2.61%
30 Jun, 065,877,54571.58%
31 Mar, 063,425,45151.65%
31 Dec, 052,258,746-27.16%
30 Sep, 053,101,180-10.63%
30 Jun, 053,470,20837.15%
31 Mar, 052,530,225-8.37%
31 Dec, 042,761,4273.48%
30 Sep, 042,668,598-10.19%
30 Jun, 042,971,356181.83%
31 Mar, 041,054,29547.75%
31 Dec, 03713,566-2.89%
30 Sep, 03734,7727.96%
30 Jun, 03680,579-13.37%
31 Mar, 03785,596-7.49%
31 Dec, 02849,224-1.46%
30 Sep, 02861,7791.83%
30 Jun, 02846,293-73.72%
31 Mar, 023,220,454232.31%
31 Dec, 01969,108-62.30%
30 Sep, 012,570,34624.62%
30 Jun, 012,062,61822.15%
31 Mar, 011,688,5942.15%
31 Dec, 001,653,0474.18%
30 Sep, 001,586,655-10.12%
30 Jun, 001,765,254-6.42%
31 Mar, 001,886,341-9.61%
31 Dec, 992,086,928-8.77%
30 Sep, 992,287,5697.85%
30 Jun, 992,121,088-7.24%
31 Mar, 992,286,692-

Stoneridge (SRI) has 27.21M shares outstanding as of 30 Jun 24, down -1.23% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2498.53%0.98%
31 Mar, 24100.06%1.03%
31 Dec, 2398.58%1.03%
30 Sep, 2397.63%1.01%
30 Jun, 2398.40%1.08%
31 Mar, 2395.54%1.07%
31 Dec, 2294.51%0.99%
30 Sep, 2297.76%1.05%
30 Jun, 2296.56%1.04%
31 Mar, 2296.37%1.06%
31 Dec, 2195.26%1.05%
30 Sep, 2195.05%1.04%
30 Jun, 2195.51%1.05%
31 Mar, 2195.20%1.02%
31 Dec, 2096.62%1.07%
30 Sep, 2095.23%1.04%
30 Jun, 2095.67%1.04%
31 Mar, 2096.13%1.03%
31 Dec, 1996.44%1.00%
30 Sep, 1998.36%0.90%
30 Jun, 19104.69%1.16%
31 Mar, 1994.87%1.05%
31 Dec, 1894.99%1.08%
30 Sep, 1893.98%1.18%
30 Jun, 1889.21%1.15%
31 Mar, 1888.25%1.09%
31 Dec, 1789.80%1.15%
30 Sep, 1788.22%1.11%
30 Jun, 1789.16%1.08%
31 Mar, 1790.86%1.15%
31 Dec, 1688.87%1.11%
30 Sep, 1689.68%1.23%
30 Jun, 1685.30%1.06%
31 Mar, 1689.55%1.13%
31 Dec, 1589.10%1.10%
30 Sep, 1590.00%0.98%
30 Jun, 1595.86%1.18%
31 Mar, 1590.18%1.05%
31 Dec, 1492.68%1.11%
30 Sep, 1491.34%1.16%
30 Jun, 1488.56%1.03%
31 Mar, 1492.63%1.17%
31 Dec, 1389.00%1.11%
30 Sep, 1389.58%1.36%
30 Jun, 1381.14%6.96%
31 Mar, 1334.15%1.77%
31 Dec, 1243.97%2.07%
30 Sep, 1246.11%1.86%
30 Jun, 1249.83%2.17%
31 Mar, 1247.90%2.78%
31 Dec, 1141.50%2.75%
30 Sep, 1138.87%3.18%
30 Jun, 1134.98%2.85%
31 Mar, 1135.02%13.78%
31 Dec, 1015.94%28.16%
30 Sep, 107.52%17.15%
30 Jun, 106.62%14.78%
31 Mar, 106.69%25.48%
31 Dec, 095.13%23.53%
30 Sep, 094.67%6.16%
30 Jun, 098.70%17.75%
31 Mar, 097.00%10.68%
31 Dec, 088.10%32.05%
30 Sep, 085.03%32.41%
30 Jun, 083.94%46.19%
31 Mar, 082.92%13.28%
31 Dec, 074.69%7.61%
30 Sep, 077.85%8.17%
30 Jun, 079.80%15.34%
31 Mar, 077.99%5.17%
31 Dec, 0612.44%6.44%
30 Sep, 0613.90%6.81%
30 Jun, 0614.28%20.44%
31 Mar, 068.36%27.35%
31 Dec, 055.53%9.62%
30 Sep, 057.58%10.51%
30 Jun, 058.49%22.12%
31 Mar, 056.20%13.47%
31 Dec, 046.78%15.80%
30 Sep, 046.55%12.28%
30 Jun, 047.30%108.46%
31 Mar, 042.59%83.07%
31 Dec, 031.77%53.27%
30 Sep, 031.82%19.74%
30 Jun, 033.04%24.70%
31 Mar, 033.51%24.38%
31 Dec, 023.79%24.93%
30 Sep, 023.90%28.14%
30 Jun, 023.72%1.80%
31 Mar, 0214.38%78.62%
31 Dec, 014.28%3.25%
30 Sep, 0111.48%13.04%
30 Jun, 019.38%15.69%
31 Mar, 017.73%13.49%
31 Dec, 007.57%15.08%
30 Sep, 007.08%11.40%
30 Jun, 007.88%11.11%
31 Mar, 008.42%9.70%
31 Dec, 999.32%8.93%
30 Sep, 9910.21%11.39%
30 Jun, 999.47%9.17%
31 Mar, 9910.16%-

As of 30 Jun 24, Stoneridge is held by 98.53% institutional shareholders, representing a 0.98% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 247365.91%
31 Mar, 2444-15.38%
31 Dec, 23526.12%
30 Sep, 2349-3.92%
30 Jun, 2351-7.27%
31 Mar, 2355-
31 Dec, 225530.95%
30 Sep, 2242-17.65%
30 Jun, 2251-21.54%
31 Mar, 22658.33%
31 Dec, 216017.65%
30 Sep, 215121.43%
30 Jun, 2142-14.29%
31 Mar, 2149-16.95%
31 Dec, 205943.90%
30 Sep, 2041-28.07%
30 Jun, 205726.67%
31 Mar, 2045-32.84%
31 Dec, 19674.69%
30 Sep, 1964-7.25%
30 Jun, 1969-2.82%
31 Mar, 197112.70%
31 Dec, 1863-23.17%
30 Sep, 1882-15.46%
30 Jun, 18978.99%
31 Mar, 18899.88%
31 Dec, 17815.19%
30 Sep, 177710.00%
30 Jun, 1770-14.63%
31 Mar, 178218.84%
31 Dec, 1669-17.86%
30 Sep, 168431.25%
30 Jun, 16643.23%
31 Mar, 166231.91%
31 Dec, 1547-6.00%
30 Sep, 155013.64%
30 Jun, 154437.50%
31 Mar, 1532-5.88%
31 Dec, 1434-17.07%
30 Sep, 1441-16.33%
30 Jun, 1449-3.92%
31 Mar, 145110.87%
31 Dec, 1346-29.23%
30 Sep, 1365-35.64%
30 Jun, 13101236.67%
31 Mar, 1330100.00%
31 Dec, 1215-28.57%
30 Sep, 1221-
30 Jun, 122110.53%
31 Mar, 1219-24.00%
31 Dec, 112566.67%
30 Sep, 1115-
30 Jun, 1115-28.57%
31 Mar, 11215.00%
31 Dec, 1020233.33%
30 Sep, 106-
30 Jun, 106-25.00%
31 Mar, 108-
31 Dec, 098-11.11%
30 Sep, 099-30.77%
30 Jun, 09138.33%
31 Mar, 0912-20.00%
31 Dec, 0815-16.67%
30 Sep, 081850.00%
30 Jun, 081233.33%
31 Mar, 089-25.00%
31 Dec, 071250.00%
30 Sep, 078-33.33%
30 Jun, 0712100.00%
31 Mar, 076200.00%
31 Dec, 062-60.00%
30 Sep, 065-16.67%
30 Jun, 06620.00%
31 Mar, 065-
31 Dec, 05525.00%
30 Sep, 054-50.00%
30 Jun, 05833.33%
31 Mar, 056-
31 Dec, 046100.00%
30 Sep, 043-50.00%
30 Jun, 046-50.00%
31 Mar, 0412140.00%
31 Dec, 035-28.57%
30 Sep, 03716.67%
30 Jun, 03650.00%
31 Mar, 034-50.00%
31 Dec, 028-11.11%
30 Sep, 02928.57%
30 Jun, 02740.00%
31 Mar, 025150.00%
31 Dec, 012-60.00%
30 Sep, 015-
30 Jun, 01525.00%
31 Mar, 01433.33%
31 Dec, 003200.00%
30 Sep, 001-50.00%
30 Jun, 002-60.00%
31 Mar, 00566.67%
31 Dec, 993-57.14%
30 Sep, 99775.00%
30 Jun, 994-50.00%
31 Mar, 998-

73 institutional shareholders have increased their position in SRI stock as of 30 Jun 24 compared to 44 in the previous quarter (a 65.91% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2427-34.15%
31 Mar, 2441-2.38%
31 Dec, 23422.44%
30 Sep, 2341-4.65%
30 Jun, 23437.50%
31 Mar, 23408.11%
31 Dec, 2237-13.95%
30 Sep, 2243-4.44%
30 Jun, 224518.42%
31 Mar, 223818.75%
31 Dec, 2132-11.11%
30 Sep, 2136-34.55%
30 Jun, 21553.77%
31 Mar, 215320.45%
31 Dec, 20442.33%
30 Sep, 2043-
30 Jun, 2043-25.86%
31 Mar, 2058-1.69%
31 Dec, 1959-11.94%
30 Sep, 196711.67%
30 Jun, 1960-7.69%
31 Mar, 1965-
31 Dec, 1865-2.99%
30 Sep, 1867-2.90%
30 Jun, 18699.52%
31 Mar, 186316.67%
31 Dec, 175417.39%
30 Sep, 1746-2.13%
30 Jun, 17474.44%
31 Mar, 1745-13.46%
31 Dec, 16524.00%
30 Sep, 1650-15.25%
30 Jun, 165934.09%
31 Mar, 16444.76%
31 Dec, 15427.69%
30 Sep, 153911.43%
30 Jun, 1535-10.26%
31 Mar, 153914.71%
31 Dec, 1434-10.53%
30 Sep, 1438-15.56%
30 Jun, 144528.57%
31 Mar, 1435-22.22%
31 Dec, 134518.42%
30 Sep, 1338245.45%
30 Jun, 131137.50%
31 Mar, 138-33.33%
31 Dec, 121220.00%
30 Sep, 1210-
30 Jun, 1210-16.67%
31 Mar, 121271.43%
31 Dec, 117-
30 Sep, 117-36.36%
30 Jun, 111137.50%
31 Mar, 118300.00%
31 Dec, 102-71.43%
30 Sep, 107-
30 Jun, 107-12.50%
31 Mar, 108166.67%
31 Dec, 093-57.14%
30 Sep, 097-12.50%
30 Jun, 09833.33%
31 Mar, 09620.00%
31 Dec, 085-
30 Sep, 08525.00%
30 Jun, 084-33.33%
31 Mar, 086100.00%
31 Dec, 073-50.00%
30 Sep, 076200.00%
30 Jun, 072-
31 Mar, 072100.00%
31 Dec, 061-50.00%
30 Sep, 062100.00%
30 Jun, 061-
31 Mar, 061-66.67%
31 Dec, 05350.00%
30 Sep, 052-50.00%
30 Jun, 054-20.00%
31 Mar, 055150.00%
31 Dec, 042100.00%
30 Sep, 041-80.00%
30 Jun, 045150.00%
31 Mar, 042-33.33%
31 Dec, 033-
30 Sep, 03350.00%
30 Jun, 032-50.00%
31 Mar, 034300.00%
31 Dec, 021-
30 Sep, 021-
30 Jun, 021-
31 Mar, 02--100.00%
31 Dec, 011-
30 Sep, 011-50.00%
30 Jun, 012-
31 Mar, 012100.00%
31 Dec, 001-50.00%
30 Sep, 002-
30 Jun, 002-
31 Mar, 00--100.00%
31 Dec, 993200.00%
30 Sep, 991-66.67%
30 Jun, 993-
31 Mar, 99--

27 institutional shareholders have reduced their position in SRI stock as of 30 Jun 24 compared to 41 in the previous quarter (a -34.15% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 241145.56%27,205,384-1.23%98.53%0.98%7365.91%27-34.15%
31 Mar, 24108-6.09%27,545,0401.82%100.06%1.03%44-15.38%41-2.38%
31 Dec, 23115-1.71%27,053,9960.83%98.58%1.03%526.12%422.44%
30 Sep, 231174.46%26,832,593-0.67%97.63%1.01%49-3.92%41-4.65%
30 Jun, 23112-4.27%27,012,4083.38%98.40%1.08%51-7.27%437.50%
31 Mar, 23117-26,130,4421.43%95.54%1.07%55-408.11%
31 Dec, 221178.33%25,761,725-3.41%94.51%0.99%5530.95%37-13.95%
30 Sep, 22108-6.90%26,671,0791.29%97.76%1.05%42-17.65%43-4.44%
30 Jun, 22116-5.69%26,331,4600.46%96.56%1.04%51-21.54%4518.42%
31 Mar, 221239.82%26,210,9581.48%96.37%1.06%658.33%3818.75%
31 Dec, 211121.82%25,828,2070.09%95.26%1.05%6017.65%32-11.11%
30 Sep, 21110-8.33%25,803,883-0.44%95.05%1.04%5121.43%36-34.55%
30 Jun, 21120-0.83%25,918,2880.77%95.51%1.05%42-14.29%553.77%
31 Mar, 211212.54%25,720,891-1.50%95.20%1.02%49-16.95%5320.45%
31 Dec, 201188.26%26,111,3911.72%96.62%1.07%5943.90%442.33%
30 Sep, 20109-5.22%25,670,3830.00%95.23%1.04%41-28.07%43-
30 Jun, 20115-3.36%25,669,975-1.94%95.67%1.04%5726.67%43-25.86%
31 Mar, 20119-21.19%26,177,361-2.33%96.13%1.03%45-32.84%58-1.69%
31 Dec, 19151-26,803,094-0.44%96.44%1.00%674.69%59-11.94%
30 Sep, 191512.03%26,922,083-7.79%98.36%0.90%64-7.25%6711.67%
30 Jun, 19148-6.33%29,195,4317.87%104.69%1.16%69-2.82%60-7.69%
31 Mar, 191582.60%27,065,8930.14%94.87%1.05%7112.70%65-
31 Dec, 18154-12.99%27,029,0151.08%94.99%1.08%63-23.17%65-2.99%
30 Sep, 18177-9.69%26,739,1485.36%93.98%1.18%82-15.46%67-2.90%
30 Jun, 1819610.11%25,379,2921.80%89.21%1.15%978.99%699.52%
31 Mar, 1817810.56%24,931,182-1.13%88.25%1.09%899.88%6316.67%
31 Dec, 1716114.18%25,216,5161.59%89.80%1.15%815.19%5417.39%
30 Sep, 171410.71%24,822,495-1.05%88.22%1.11%7710.00%46-2.13%
30 Jun, 17140-6.04%25,085,081-1.11%89.16%1.08%70-14.63%474.44%
31 Mar, 171494.20%25,365,9342.68%90.86%1.15%8218.84%45-13.46%
31 Dec, 16143-5.92%24,703,908-0.88%88.87%1.11%69-17.86%524.00%
30 Sep, 161529.35%24,923,1665.13%89.68%1.23%8431.25%50-15.25%
30 Jun, 1613912.10%23,706,417-4.35%85.30%1.06%643.23%5934.09%
31 Mar, 1612410.71%24,783,4511.74%89.55%1.13%6231.91%444.76%
31 Dec, 151125.66%24,358,484-1.39%89.10%1.10%47-6.00%427.69%
30 Sep, 1510610.42%24,700,848-5.64%90.00%0.98%5013.64%3911.43%
30 Jun, 15963.23%26,177,0706.93%95.86%1.18%4437.50%35-10.26%
31 Mar, 15932.20%24,481,191-1.89%90.18%1.05%32-5.88%3914.71%
31 Dec, 1491-9.00%24,952,0091.35%92.68%1.11%34-17.07%34-10.53%
30 Sep, 14100-9.09%24,618,5553.21%91.34%1.16%41-16.33%38-15.56%
30 Jun, 141100.92%23,853,488-4.11%88.56%1.03%49-3.92%4528.57%
31 Mar, 14109-3.54%24,874,8694.71%92.63%1.17%5110.87%35-22.22%
31 Dec, 13113-11.02%23,757,023-0.65%89.00%1.11%46-29.23%4518.42%
30 Sep, 131273.25%23,911,97710.41%89.58%1.36%65-35.64%38245.45%
30 Jun, 13123179.55%21,657,823138.44%81.14%6.96%101236.67%1137.50%
31 Mar, 134425.71%9,083,301-21.85%34.15%1.77%30100.00%8-33.33%
31 Dec, 1235-10.26%11,622,334-4.64%43.97%2.07%15-28.57%1220.00%
30 Sep, 1239-12,187,269-7.45%46.11%1.86%21-10-
30 Jun, 123911.43%13,168,3684.85%49.83%2.17%2110.53%10-16.67%
31 Mar, 1235-2.78%12,558,69315.40%47.90%2.78%19-24.00%1271.43%
31 Dec, 113633.33%10,882,40715.87%41.50%2.75%2566.67%7-
30 Sep, 1127-20.59%9,392,28411.13%38.87%3.18%15-7-36.36%
30 Jun, 1134-2.86%8,451,5910.47%34.98%2.85%15-28.57%1137.50%
31 Mar, 113525.00%8,412,11422.34%35.02%13.78%215.00%8300.00%
31 Dec, 102833.33%6,876,224111.80%15.94%28.16%20233.33%2-71.43%
30 Sep, 102116.67%3,246,60013.62%7.52%17.15%6-7-
30 Jun, 1018-5.26%2,857,526-0.70%6.62%14.78%6-25.00%7-12.50%
31 Mar, 101918.75%2,877,55532.01%6.69%25.48%8-8166.67%
31 Dec, 0916-15.79%2,179,8189.19%5.13%23.53%8-11.11%3-57.14%
30 Sep, 0919-9.52%1,996,386-45.81%4.67%6.16%9-30.77%7-12.50%
30 Jun, 092116.67%3,684,28524.56%8.70%17.75%138.33%833.33%
31 Mar, 0918-30.77%2,957,772-13.16%7.00%10.68%12-20.00%620.00%
31 Dec, 0826-3.70%3,405,98660.83%8.10%32.05%15-16.67%5-
30 Sep, 082742.11%2,117,71428.29%5.03%32.41%1850.00%525.00%
30 Jun, 081911.76%1,650,76834.88%3.94%46.19%1233.33%4-33.33%
31 Mar, 0817-5.56%1,223,905-37.32%2.92%13.28%9-25.00%6100.00%
31 Dec, 071820.00%1,952,490-40.46%4.69%7.61%1250.00%3-50.00%
30 Sep, 0715-6.25%3,279,347-19.60%7.85%8.17%8-33.33%6200.00%
30 Jun, 071677.78%4,078,81523.29%9.80%15.34%12100.00%2-
31 Mar, 07912.50%3,308,405-35.38%7.99%5.17%6200.00%2100.00%
31 Dec, 068-33.33%5,119,391-10.57%12.44%6.44%2-60.00%1-50.00%
30 Sep, 061233.33%5,724,358-2.61%13.90%6.81%5-16.67%2100.00%
30 Jun, 069-18.18%5,877,54571.58%14.28%20.44%620.00%1-
31 Mar, 061110.00%3,425,45151.65%8.36%27.35%5-1-66.67%
31 Dec, 051025.00%2,258,746-27.16%5.53%9.62%525.00%350.00%
30 Sep, 058-42.86%3,101,180-10.63%7.58%10.51%4-50.00%2-50.00%
30 Jun, 05147.69%3,470,20837.15%8.49%22.12%833.33%4-20.00%
31 Mar, 051330.00%2,530,225-8.37%6.20%13.47%6-5150.00%
31 Dec, 0410-2,761,4273.48%6.78%15.80%6100.00%2100.00%
30 Sep, 0410-28.57%2,668,598-10.19%6.55%12.28%3-50.00%1-80.00%
30 Jun, 0414-12.50%2,971,356181.83%7.30%108.46%6-50.00%5150.00%
31 Mar, 041660.00%1,054,29547.75%2.59%83.07%12140.00%2-33.33%
31 Dec, 0310-9.09%713,566-2.89%1.77%53.27%5-28.57%3-
30 Sep, 031110.00%734,7727.96%1.82%19.74%716.67%350.00%
30 Jun, 0310-9.09%680,579-13.37%3.04%24.70%650.00%2-50.00%
31 Mar, 031110.00%785,596-7.49%3.51%24.38%4-50.00%4300.00%
31 Dec, 0210-9.09%849,224-1.46%3.79%24.93%8-11.11%1-
30 Sep, 021122.22%861,7791.83%3.90%28.14%928.57%1-
30 Jun, 02928.57%846,293-73.72%3.72%1.80%740.00%1-
31 Mar, 02716.67%3,220,454232.31%14.38%78.62%5150.00%--100.00%
31 Dec, 016-25.00%969,108-62.30%4.28%3.25%2-60.00%1-
30 Sep, 018-11.11%2,570,34624.62%11.48%13.04%5-1-50.00%
30 Jun, 01928.57%2,062,61822.15%9.38%15.69%525.00%2-
31 Mar, 01740.00%1,688,5942.15%7.73%13.49%433.33%2100.00%
31 Dec, 005-1,653,0474.18%7.57%15.08%3200.00%1-50.00%
30 Sep, 005-16.67%1,586,655-10.12%7.08%11.40%1-50.00%2-
30 Jun, 006-1,765,254-6.42%7.88%11.11%2-60.00%2-
31 Mar, 006-14.29%1,886,341-9.61%8.42%9.70%566.67%--100.00%
31 Dec, 997-12.50%2,086,928-8.77%9.32%8.93%3-57.14%3200.00%
30 Sep, 998-2,287,5697.85%10.21%11.39%775.00%1-66.67%
30 Jun, 998-2,121,088-7.24%9.47%9.17%4-50.00%3-
31 Mar, 998-2,286,692-10.16%-8---

Stoneridge Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 08, 2024Zizelman Jamesdirector, officer President and CEOP-PurchaseBuy6,500$15.72$102.18K6,500

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 08, 2024Zizelman Jamesdirector, officer President and CEOP-PurchaseBuy6,500$15.72$102.18K6,500

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 09, 2024Reinhardt Carsten Jdirector-F-InKindSell2,652$17.66$46.83K5,093
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell---5,573
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell7,334---
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell11,641---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 08, 2024Zizelman Jamesdirector, officer President and CEOP-PurchaseBuy6,500$15.72$102.18K6,500
Apr 09, 2024Reinhardt Carsten Jdirector-A-AwardBuy8,122--13,215
Apr 09, 2024Reinhardt Carsten Jdirector-F-InKindSell2,652$17.66$46.83K5,093
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell---5,573
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell7,334---
Mar 20, 2024Cooprider Troyofficer Chief Technology OfficerSell11,641---
Mar 13, 2024Zizelman Jamesdirector, officer President and CEOA-AwardBuy36,823--67,221
Mar 13, 2024Ferraiolo Caetano Robertoofficer President Stoneridge BrazilA-AwardBuy5,800--20,698
Mar 13, 2024Hartman Robert J. Jr.officer Chief Accounting OfficerA-AwardBuy3,427--8,386
Mar 13, 2024Orsini Salvatore D.officer Chief Procurement OfficerA-AwardBuy4,685--8,981
Mar 13, 2024Horvath Matthew R.officer Chief Financial OfficerA-AwardBuy12,844--28,138
Mar 13, 2024Benedict Susan C.officer CHRO and Assistant GCA-AwardBuy10,494--24,441
Mar 13, 2024Kased Rajaeyofficer President Control DevicesA-AwardBuy5,338--13,645
Mar 13, 2024Kaplan Ira C.director-A-AwardBuy8,122--19,160
Mar 13, 2024Sklarsky Frank Sdirector-A-AwardBuy8,122--25,685
Mar 13, 2024Reinhardt Carsten Jdirector-A-AwardBuy8,122--15,867
Mar 13, 2024Korth Kimdirector-A-AwardBuy8,122--81,349
Mar 13, 2024Schlather Paul J.director-A-AwardBuy8,122--24,817
Mar 13, 2024Mayes George S JRdirector-A-AwardBuy8,122--75,614
Mar 13, 2024Rutt Sheila Mdirector-A-AwardBuy8,122--15,867

The last insider sell of Stoneridge's stock was made by Reinhardt Carsten J on Apr 09 2024, selling 2,652 shares at $17.66 per share (valued at $46.83K). The last insider buy of SRI was made by Zizelman James on May 08 2024, buying 6,500 shares at $15.72 per share (worth $102.18K).

Stoneridge Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 2024282996.55%
Q3 20232450.00%
Q2 20236--
Q1 20232815186.67%
Q4 202233100.00%
Q3 202295180.00%
Q2 2022-1-
Q1 20222715180.00%
Q4 2021-1-
Q3 20211333.33%
Q1 20213117182.35%
Q4 2020-6-
Q3 20201333.33%
Q2 2020---
Q1 20202211200.00%
Q3 20191333.33%
Q2 20191714.29%
Q1 20192116131.25%
Q4 2018-1-

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Stoneridge's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 2024-2-
Q3 20231250.00%
Q2 2023---
Q1 2023---
Q4 2022---
Q3 20226--
Q2 2022---
Q1 20221--
Q4 2021-1-
Q3 2021-1-
Q1 2021-2-
Q4 2020-4-
Q3 2020-1-
Q2 2020---
Q1 2020---
Q3 2019---
Q2 2019-4-
Q1 2019---
Q4 2018---

As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Stoneridge's stocks.

Stoneridge Peer Ownership


TickerCompany
GNTXGentex Corporation
LEALear Corporation
MPAAMotorcar Parts of America, Inc.
CPSCooper-Standard Holdings Inc.
DORMDorman Products, Inc.
MNROMonro, Inc.
SMPStandard Motor Products, Inc.
PLOWDouglas Dynamics, Inc.
FOXFFox Factory Holding Corp.

SRI Ownership FAQ


Stoneridge is owned by institutional shareholders (98.53%), insiders (4.32%), and public (-2.85%). The largest institutional shareholder of Stoneridge is THRIVENT FINANCIAL FOR LUTHERANS (10.91% of total shares) and the top mutual fund owner is BNY MELLON VARIABLE INVESTMENT FUND (0.44% of total shares).

Stoneridge's major institutional shareholders are THRIVENT FINANCIAL FOR LUTHERANS, FRONTIER CAPITAL MANAGEMENT CO LLC, BLACKROCK INC., COOPER CREEK PARTNERS MANAGEMENT LLC, and VANGUARD GROUP INC. The top five shareholders own together 39.82% of the company's share outstanding.

As of Jun 2024, there are 114 institutional shareholders of Stoneridge.

THRIVENT FINANCIAL FOR LUTHERANS owns 3.01M shares of Stoneridge, representing 10.91% of the company's total shares outstanding, valued at $48.06M (as of Jun 2024).

As of Jun 2024, FRONTIER CAPITAL MANAGEMENT CO LLC holds 2.19M shares of Stoneridge (SRI), compromising 7.92% of the company, valued at $34.91M.

BLACKROCK INC is the third largest holder of Stoneridge. The company owns 2.1M of the company's shares outstanding (worth $33.57M).