Stoneridge Ownership | Who Owns Stoneridge?
Stoneridge Ownership Summary
Stoneridge is owned by 97.80% institutional investors, 4.31% insiders. Thrivent financial for lutherans is the largest institutional shareholder, holding 10.91% of SRI shares. Thrivent Small Cap Stock A is the top mutual fund, with 5.45% of its assets in Stoneridge shares.
SRI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stoneridge | 97.80% | 4.31% | -2.11% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Auto Parts Stocks | 61.85% | 9.62% | 28.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 3.01M | 10.91% | $48.06M |
| Frontier capital management | 2.19M | 7.92% | $34.91M |
| Blackrock | 2.10M | 7.62% | $33.57M |
| Cooper creek partners management | 2.07M | 7.49% | $32.99M |
| Vanguard group | 1.63M | 5.89% | $25.95M |
| Cooke & bieler lp | 1.53M | 5.55% | $24.47M |
| Dimensional fund advisors lp | 1.52M | 5.50% | $24.25M |
| Arrowmark colorado | 1.49M | 5.40% | $23.82M |
| Ewing morris & co. investment partners | 1.21M | 4.40% | $19.39M |
| Royce & associates lp | 1.21M | 4.38% | $19.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ewing morris & co. investment partners | 1.21M | 12.33% | $19.39M |
| Evr research lp | 545.00K | 2.60% | $8.70M |
| Ayal capital advisors | 390.39K | 2.37% | $6.23M |
| Cooper creek partners management | 2.07M | 1.10% | $32.99M |
| Ranger investment management | 410.27K | 0.45% | $6.55M |
| Teton advisors | 52.00K | 0.35% | $829.92K |
| Frontier capital management | 2.19M | 0.35% | $34.91M |
| Kings path partners | 41.18K | 0.31% | $657.23K |
| Arrowmark colorado | 1.49M | 0.28% | $23.82M |
| Cooke & bieler lp | 1.53M | 0.24% | $24.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | 507.87K | 0.17% | 195.21K |
| Evr research lp | 545.00K | 2.60% | 145.00K |
| Vanguard group | 1.63M | 0.00% | 102.94K |
| Royce & associates lp | 1.21M | 0.18% | 86.66K |
| Goldman sachs group | 132.77K | 0.00% | 73.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pembroke management | - | - | -356.29K |
| Scout investments | - | - | -214.63K |
| Peregrine capital management | - | - | -213.60K |
| Granahan investment management | - | - | -205.65K |
| Cowen and company | - | - | -140.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| D. e. shaw | 52.57K | 0.00% | 52.57K | $838.99K |
| Kings path partners | 41.18K | 0.31% | 41.18K | $657.23K |
| Exoduspoint capital management, lp | 22.57K | 0.00% | 22.57K | $360.00K |
| Jane street group | 21.91K | 0.00% | 21.91K | $349.60K |
| Squarepoint ops | 20.66K | 0.00% | 20.66K | $329.81K |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -8.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Us bancorp \de\ | -16.00 |
| Massmutual trust co fsb/adv | -45.00 |
| Newedge advisors | -85.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 127 | 10.43% | 26,594,144 | -2.28% | 97 | 1.01% | 68 | -6.85% | 41 | 46.43% |
| Jun 30, 2024 | 115 | 6.48% | 27,215,416 | -1.20% | 98 | 0.98% | 73 | 65.91% | 28 | -31.71% |
| Mar 31, 2024 | 108 | -6.09% | 27,545,040 | 1.82% | 100 | 1.03% | 44 | -15.38% | 41 | -2.38% |
| Dec 31, 2023 | 115 | -1.71% | 27,053,996 | 0.83% | 98 | 1.03% | 52 | 6.12% | 42 | 2.44% |
| Sep 30, 2023 | 117 | 4.46% | 26,832,593 | -0.67% | 97 | 1.01% | 49 | -3.92% | 41 | -4.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thrivent Small Cap Stock A | 1.51M | 5.45% | 7.71K |
| Vanguard Total Stock Mkt Idx Inv | 824.83K | 2.98% | - |
| iShares Russell 2000 ETF | 736.92K | 2.66% | -1.54K |
| ArrowMark Small Cap Gro | 635.41K | 2.30% | - |
| Meridian Small Cap Growth Legacy | 635.41K | 2.29% | - |
| Royce Small-Cap Opportunity Invmt | 573.85K | 2.07% | 50.95K |
| Thrivent Small Cap Stock | 510.37K | 1.84% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 468.30K | 1.69% | -2.35K |
| FTGF RY US SmCp Opp A USD Dis(A) | 411.37K | 1.49% | 19.19K |
| Ranger Micro Cap | 370.59K | 1.34% | -8.99K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2024 | Zizelman James | President and CEO | Buy | $102.18K |
| Mar 08, 2024 | Kased Rajaey | President Control Devices | Sell | $17.39K |
| Mar 06, 2024 | Korth Kim | - | Sell | $127.72K |
| Aug 30, 2023 | Ferraiolo Caetano Roberto | President Stoneridge Brazil | Sell | $48.05K |
| Aug 30, 2023 | Kased Rajaey | President Control Devices | Buy | $50.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | 2 |
| 2023 Q3 | 1 | 2 |
SRI Ownership FAQ
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