STAAR Surgical Ownership | Who Owns STAAR Surgical?

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STAAR Surgical Ownership Summary

STAAR Surgical is owned by 97.39% institutional investors, 0.53% insiders, and 2.08% 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 6.44% of its assets in STAAR Surgical shares.

STAA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	STAAR Surgical	97.39%	0.53%	2.08%
Sector	Healthcare Stocks	88.01%	8.90%	3.09%
Industry	Medical Instruments & Supplies Stocks	57.74%	11.38%	30.88%

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
Defender capital, llc.	701.57K	1.43%	$17.04M
Geneva capital management	693.17K	1.42%	$33.00M

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
Palo alto investors lp	1.38M	7.62%	$65.78M
Defender capital, llc.	701.57K	6.27%	$17.04M
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
Algert global	116.66K	0.18%	$5.55M

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
Apeiron capital	-	-	-237.13K
Blackrock	7.49M	0.01%	-234.50K
Voloridge investment management	206.90K	0.04%	-227.83K

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
Private wealth management group	-14.00
Quest partners	-16.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	230	-12.21%	53,284,308	4.98%	109	1.00%	127	12.39%	66	-28.26%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.17M	6.44%	-17.49K
Vanguard Total Stock Mkt Idx Inv	1.55M	3.14%	-
iShares Russell 2000 ETF	1.32M	2.69%	-5.08K
Vanguard Small Cap Index	1.25M	2.55%	12.16K
Vanguard Institutional Extnd Mkt Idx Tr	759.66K	1.54%	16.42K
Vanguard Small Cap Growth Index Inv	709.15K	1.44%	25.39K
Fidelity Small Cap Index	505.40K	1.03%	2.17K
Edinburgh Worldwide Ord	503.36K	1.02%	-
SPDR® Portfolio S&P 600™ Sm Cap ETF	455.86K	0.93%	-
iShares Russell 2000 Growth ETF	453.41K	0.92%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 14, 2025	BROADWOOD PARTNERS, L.P.	-	Buy	-
Jan 14, 2025	BROADWOOD PARTNERS, L.P.	-	Buy	$454.09K
Jan 16, 2025	BROADWOOD PARTNERS, L.P.	-	Buy	$176.75K
Jan 16, 2025	BROADWOOD PARTNERS, L.P.	-	Buy	-
Dec 17, 2024	BROADWOOD PARTNERS, L.P.	-	Buy	$90.96K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	8	-
2024 Q3	1	-
2024 Q2	2	-
2024 Q1	11	-
2023 Q4	37	-

STAA Ownership FAQ

Who Owns STAAR Surgical?

STAAR Surgical shareholders are primarily institutional investors at 97.39%, followed by 0.53% insiders and 2.08% retail investors. The average institutional ownership in STAAR Surgical's industry, Medical Instruments & Supplies Stocks, is 57.74%, which STAAR Surgical exceeds.

Who owns the most shares of STAAR Surgical?

STAAR Surgical’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’s total shares outstanding.

Does Blackrock own STAAR Surgical?

Yes, BlackRock owns 15.31% of STAAR Surgical, 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’s biggest shareholder by percentage of total assets invested?

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

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of STAAR Surgical shares, with 6.44% of its total shares outstanding invested in 3.17M STAAR Surgical shares.

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