STAAR Surgical Ownership | Who Owns STAAR Surgical?
STAAR Surgical Ownership Summary
STAAR Surgical is owned by 93.63% institutional investors, 0.52% insiders, and 5.84% retail investors. Broadwood capital is the largest institutional shareholder, holding 22.05% of STAA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.17% of its assets in STAAR Surgical shares.
STAA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | STAAR Surgical | 93.63% | 0.52% | 5.84% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Medical Instruments & Supplies Stocks | 46.11% | 12.95% | 40.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Broadwood capital | 10.85M | 22.05% | $263.51M |
| Blackrock funding, inc. /de | 8.22M | 16.71% | $199.72M |
| Blackrock | 7.49M | 15.31% | $356.54M |
| Vanguard group | 5.86M | 11.90% | $142.23M |
| State street | 1.93M | 3.95% | $91.89M |
| Geode capital management | 1.17M | 2.39% | $28.54M |
| Baillie gifford | 1.15M | 2.35% | $28.03M |
| Armistice capital | 872.00K | 1.77% | $21.18M |
| Dimensional fund advisors lp | 853.37K | 1.73% | $20.73M |
| American capital management | 848.42K | 1.72% | $20.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Broadwood capital | 10.85M | 20.59% | $263.51M |
| Yunqi capital | 767.41K | 11.91% | $18.64M |
| Defender capital, llc. | 701.57K | 6.27% | $17.04M |
| Palo alto investors lp | 500.77K | 1.88% | $12.16M |
| Lane generational | 59.34K | 1.41% | $1.44M |
| Roubaix capital | 89.86K | 1.05% | $2.18M |
| American capital management | 848.42K | 0.77% | $20.61M |
| Armistice capital | 872.00K | 0.29% | $21.18M |
| Geneva capital management | 662.83K | 0.28% | $16.10M |
| Gsa capital partners llp | 109.05K | 0.20% | $2.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.22M | 0.00% | 582.43K |
| Armistice capital | 872.00K | 0.29% | 375.50K |
| American capital management | 848.42K | 0.77% | 335.60K |
| Vanguard group | 5.86M | 0.00% | 319.44K |
| Yunqi capital | 767.41K | 11.91% | 252.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Palo alto investors lp | 500.77K | 1.88% | -590.83K |
| Kayne anderson rudnick investment management | 62.96K | 0.00% | -503.04K |
| Bank of america corp /de/ | 460.78K | 0.00% | -406.51K |
| Royal bank of canada | 61.44K | 0.00% | -379.75K |
| Baillie gifford | 1.15M | 0.02% | -306.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lane generational | 59.34K | 1.41% | 59.34K | $1.44M |
| Pinnacle associates | 39.00K | 0.01% | 39.00K | $947.31K |
| Raymond james financial | 38.02K | 0.00% | 38.02K | $923.43K |
| Clarivest asset management | 25.69K | 0.12% | 25.69K | $1.22M |
| Centiva capital, lp | 22.37K | 0.01% | 22.37K | $543.32K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -5.00 |
| Global retirement partners | -7.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Parkside financial bank & trust | -10.00 |
| Private wealth management group | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 208 | -16.47% | 46,066,682 | -3.93% | 93 | 0.99% | 97 | -20.49% | 73 | -5.19% |
| Sep 30, 2024 | 248 | 5.98% | 47,915,226 | 1.70% | 97 | 1.06% | 123 | -1.60% | 77 | 22.22% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.05M | 6.17% | 2.10K |
| Vanguard US Total Market Shares ETF | 1.56M | 3.16% | 185.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.55M | 3.14% | - |
| iShares Russell 2000 ETF | 1.30M | 2.64% | -11.28K |
| Vanguard Small Cap Index | 1.26M | 2.55% | 1.03K |
| Vanguard Institutional Extnd Mkt Idx Tr | 761.01K | 1.54% | 1.14K |
| Vanguard Small Cap Growth Index Inv | 704.72K | 1.43% | -4.55K |
| Fidelity Small Cap Index | 488.10K | 0.99% | -9.14K |
| iShares Russell 2000 Growth ETF | 434.80K | 0.88% | -2.07K |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 424.09K | 0.86% | 640.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 09, 2025 | BROADWOOD PARTNERS, L.P. | - | Buy | $123.68K |
| Apr 09, 2025 | BROADWOOD PARTNERS, L.P. | - | Buy | - |
| Apr 10, 2025 | BROADWOOD PARTNERS, L.P. | - | Buy | $13.66K |
| Apr 10, 2025 | BROADWOOD PARTNERS, L.P. | - | Buy | - |
| Apr 08, 2025 | BROADWOOD PARTNERS, L.P. | - | Buy | $185.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 20 | - |
| 2025 Q1 | 48 | - |
| 2024 Q4 | 8 | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
STAA Ownership FAQ
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