Vuzix Ownership | Who Owns Vuzix?
Vuzix Ownership Summary
Vuzix is owned by 13.37% institutional investors, 17.42% insiders, and 69.21% retail investors. Vanguard group is the largest institutional shareholder, holding 4.42% of VUZI shares. ARK Next Generation Internet is the top mutual fund, with 4.07% of its assets in Vuzix shares.
VUZI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Vuzix | 13.37% | 17.42% | 69.21% |
| Sector | Technology Stocks | 54.56% | 11.38% | 34.06% |
| Idea | Augmented Reality Stocks List | 54.04% | 5.89% | 40.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 2.86M | 4.42% | $3.86M |
| Blackrock | 1.55M | 2.40% | $2.09M |
| Millennium management | 1.01M | 1.56% | $1.36M |
| Geode capital management | 647.92K | 1.00% | $874.90K |
| Goldman sachs group | 537.78K | 0.83% | $726.01K |
| Northern trust | 465.63K | 0.72% | $628.59K |
| Taylor frigon capital management | 357.60K | 0.53% | $1.41M |
| Bnp paribas arbitrage, snc | 266.39K | 0.41% | $359.63K |
| State street | 219.90K | 0.34% | $296.86K |
| Morgan stanley | 161.47K | 0.25% | $217.99K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Taylor frigon capital management | 357.60K | 0.71% | $1.41M |
| Kellett wealth advisors | 10.50K | 0.03% | $41.37K |
| Point72 asia (singapore) pte. | 84.66K | 0.02% | $114.29K |
| Mcrae capital management | 23.00K | 0.02% | $90.62K |
| Simmons bank | 58.80K | 0.02% | $231.67K |
| Gsa capital partners llp | 121.68K | 0.01% | $164.00K |
| Klcm advisors | 22.00K | 0.01% | $86.68K |
| Mount yale investment advisors | 22.10K | 0.01% | $87.07K |
| International assets investment management | 15.50K | 0.01% | $64.17M |
| B. riley wealth advisors | 152.50K | 0.01% | $205.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 1.01M | 0.00% | 996.84K |
| Goldman sachs group | 537.78K | 0.00% | 333.96K |
| Qube research | 114.82K | 0.00% | 114.82K |
| Gsa capital partners llp | 121.68K | 0.01% | 102.57K |
| Two sigma investments, lp | 96.69K | 0.00% | 96.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.55M | - | -3.06M |
| State street | 219.90K | - | -1.05M |
| Mitsubishi ufj kokusai asset management | - | - | -697.68K |
| Geode capital management | 647.92K | 0.00% | -633.63K |
| Taylor frigon capital management | 357.60K | 0.71% | -309.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 114.82K | 0.00% | 114.82K | $155.01K |
| Two sigma investments, lp | 96.69K | 0.00% | 96.69K | $130.54K |
| Point72 asia (singapore) pte. | 84.66K | 0.02% | 84.66K | $114.29K |
| Cubist systematic strategies | 42.53K | 0.00% | 42.53K | $57.42K |
| Sei investments | 24.44K | - | 24.44K | $33.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Householder group estate & retirement specialist | -50.00 |
| West financial advisors | -100.00 |
| Concourse financial group securities | -100.00 |
| Newedge advisors | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 75 | -27.18% | 9,069,753 | -46.87% | 13 | 1.92% | 21 | -62.50% | 27 | 22.73% |
| Jun 30, 2024 | 103 | -2.83% | 17,071,666 | -19.70% | 26 | 2.35% | 56 | 93.10% | 22 | -48.84% |
| Mar 31, 2024 | 106 | -10.92% | 21,258,671 | -8.07% | 33 | 2.51% | 29 | -47.27% | 43 | 53.57% |
| Dec 31, 2023 | 119 | -2.46% | 23,124,157 | -9.12% | 36 | 2.26% | 55 | 22.22% | 28 | -20.00% |
| Sep 30, 2023 | 122 | -7.58% | 25,444,575 | -6.19% | 40 | 2.19% | 45 | -15.09% | 35 | -5.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| ARK Next Generation Internet | 2.68M | 4.07% | -361.71K |
| ARK Industrial Innovation | 1.94M | 2.94% | -220.66K |
| Vanguard Total Stock Mkt Idx Inv | 1.89M | 2.57% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.10M | 1.49% | 240.70K |
| Monega ARIAD Innovation R | 375.00K | 0.57% | - |
| Fidelity Extended Market Index | 377.68K | 0.51% | 35.41K |
| NT R2000 Value Index Fund - NL | 164.09K | 0.25% | -12.20K |
| iShares Core S&P Total US Stock Mkt ETF | 181.57K | 0.25% | - |
| NT R2000 Index Fund - NL | 145.13K | 0.22% | -17.24K |
| iShares Micro-Cap ETF | 139.75K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 22, 2024 | Harned Timothy Heydenreich | - | Buy | $26.19K |
| Apr 22, 2024 | Travers Paul J | President and CEO | Buy | $3.13K |
| Apr 22, 2024 | Travers Paul J | President and CEO | Buy | $3.07K |
| Apr 22, 2024 | Travers Paul J | President and CEO | Buy | $6.30K |
| Apr 22, 2024 | Travers Paul J | President and CEO | Buy | $3.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | 9 | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 1 | - |
| 2023 Q2 | 1 | - |
VUZI Ownership FAQ
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