STAAR Surgical Company Ownership | Who Owns STAAR Surgical Company?

Overview Forecast RevenueFinancials Chart Transcripts

STAAR Surgical Company Ownership Summary

STAAR Surgical Company is owned by 96.31% institutional investors, 0.53% insiders, and 3.16% retail investors. Broadwood capital is the largest institutional shareholder, holding 22.02% of STAA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in STAAR Surgical Company shares.

STAA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	STAAR Surgical Company	96.31%	0.53%	3.16%
Sector	Healthcare Stocks	47.25%	8.01%	44.75%
Industry	Medical Instruments & Supplies Stocks	56.05%	10.80%	33.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Broadwood capital	10.77M	22.02%	$512.68M
Blackrock	7.49M	15.31%	$356.54M
Vanguard group	5.49M	11.23%	$261.51M
Baillie gifford	3.68M	7.53%	$175.32M
State street	1.93M	3.95%	$91.89M
Palo alto investors lp	1.38M	2.83%	$65.78M
Geode capital management	1.14M	2.34%	$54.44M
Morgan stanley	778.00K	1.59%	$37.04M
Geneva capital management	693.17K	1.42%	$33.00M
Defender capital, llc.	649.19K	1.33%	$30.91M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Broadwood capital	10.77M	38.77%	$512.68M
Yunqi capital	515.30K	15.52%	$24.53M
Defender capital, llc.	649.19K	10.56%	$30.91M
Palo alto investors lp	1.38M	7.62%	$65.78M
Apeiron capital	247.12K	4.11%	$11.77M
Roubaix capital	90.17K	2.71%	$4.29M
Granite investment partners	362.05K	0.71%	$17.24M
Geneva capital management	693.17K	0.60%	$33.00M
American capital management	358.78K	0.57%	$17.08M
E fund management	132.30K	0.35%	$6.30M

Top Buyers

Holder	Shares	% Assets	Change
Granite investment partners	362.05K	0.71%	362.05K
Kayne anderson rudnick investment management	592.62K	0.07%	197.72K
Northern trust	640.87K	0.01%	120.03K
Polar asset management partners	117.00K	0.12%	117.00K
D. e. shaw	122.72K	0.01%	98.79K

Top Sellers

Holder	Shares	% Assets	Change
Baillie gifford	3.68M	0.14%	-432.52K
Bank of america corp /de/	460.78K	0.00%	-406.51K
Blackrock	7.49M	0.01%	-234.50K
Voloridge investment management	206.90K	0.04%	-227.83K
Morgan stanley	778.00K	0.00%	-163.88K

New Positions

Holder	Shares	% Assets	Change	Value
Granite investment partners	362.05K	0.71%	362.05K	$17.24M
Polar asset management partners	117.00K	0.12%	117.00K	$5.57M
Roubaix capital	90.17K	2.71%	90.17K	$4.29M
Northwest & ethical investments	41.88K	0.06%	41.88K	$1.99M
Jupiter asset management	41.65K	0.02%	41.65K	$1.98M

Sold Out

Holder	Change
Financial gravity asset management	-5.00
Global retirement partners	-7.00
Nelson, van denburg & campbell wealth management group	-9.00
Quest partners	-16.00
Systm wealth solutions	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	231	9.48%	47,103,625	-0.76%	96	1.02%	124	16.98%	62	-4.62%
Mar 31, 2024	211	-3.65%	47,463,086	-7.00%	97	0.88%	106	26.19%	65	-29.35%
Dec 31, 2023	219	-4.78%	51,033,389	-4.22%	105	0.88%	84	-33.86%	92	39.39%
Sep 30, 2023	230	-12.21%	53,284,308	4.98%	109	1.00%	127	12.39%	66	-28.26%
Jun 30, 2023	262	-1.13%	50,757,132	3.70%	104	1.02%	113	-	92	-9.80%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.13M	6.36%	3.25K
Vanguard Total Stock Mkt Idx Inv	1.56M	3.16%	-360.00
iShares Russell 2000 ETF	1.27M	2.58%	-2.86K
Vanguard Small Cap Index	1.24M	2.51%	2.40K
Vanguard Institutional Extnd Mkt Idx Tr	741.48K	1.50%	-16.69K
Vanguard Small Cap Growth Index Inv	679.35K	1.38%	378.00
Fidelity Small Cap Index	506.80K	1.03%	-12.39K
Edinburgh Worldwide Ord	503.36K	1.02%	-
iShares Russell 2000 Growth ETF	438.73K	0.89%	-
SPDR® Portfolio S&P 600™ Sm Cap ETF	435.79K	0.88%	3.28K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 12, 2024	Butcher Arthur C	-	Buy	$49.96K
May 09, 2024	BROADWOOD PARTNERS, L.P.	-	Buy	-
May 09, 2024	BROADWOOD PARTNERS, L.P.	-	Buy	$42.56
Mar 14, 2024	WEISNER AIMEE S	-	Buy	$66.69K
Jan 08, 2024	BROADWOOD PARTNERS, L.P.	-	Buy	$109.57K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	11	-
2023 Q4	37	-
2023 Q3	14	-
2023 Q2	-	-

STAA Ownership FAQ

Who Owns STAAR Surgical Company?

STAAR Surgical Company shareholders are primarily institutional investors at 96.31%, followed by 0.53% insiders and 3.16% retail investors. The average institutional ownership in STAAR Surgical Company's industry, Medical Instruments & Supplies Stocks, is 56.05%, which STAAR Surgical Company exceeds.

Who owns the most shares of STAAR Surgical Company?

STAAR Surgical Company’s largest shareholders are Broadwood capital (10.77M shares, 22.02%), Blackrock (7.49M shares, 15.31%), and Vanguard group (5.49M shares, 11.23%). Together, they hold 48.56% of STAAR Surgical Company’s total shares outstanding.

Does Blackrock own STAAR Surgical Company?

Yes, BlackRock owns 15.31% of STAAR Surgical Company, totaling 7.49M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 356.54M$. In the last quarter, BlackRock decreased its holdings by -234K shares, a -3.04% change.

Who is STAAR Surgical Company’s biggest shareholder by percentage of total assets invested?

Broadwood capital is STAAR Surgical Company’s biggest shareholder by percentage of total assets invested, with 38.77% of its assets in 10.77M STAAR Surgical Company shares, valued at 512.68M$.

Who is the top mutual fund holder of STAAR Surgical Company shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of STAAR Surgical Company shares, with 6.36% of its total shares outstanding invested in 3.13M STAAR Surgical Company shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools