Institutional Ownership Stoneridge Inc (SRI)
This table provides information about the institutional ownership of Stoneridge Inc (SRI). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
429
shares
|
$2,453
0.0% of portfolio
|
Q3 2025
Reduced 34.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
392
shares
|
$2,242
0.0% of portfolio
|
Q3 2025
Added 84.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
322
shares
|
$1,841
0.0% of portfolio
|
Q3 2025
Reduced 25.12%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
265
shares
|
$1,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
220
shares
|
$1,258
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
134
shares
|
$766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
124
shares
|
$709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
119
shares
|
$680
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
104
shares
|
$594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
96
shares
|
$549
0.0% of portfolio
|
Q2 2025
Reduced 68.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
60
shares
|
$343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27
shares
|
$154
0.0% of portfolio
|
Q1 2020
Added 125.93%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
20
shares
|
$114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
16
shares
|
$91
0.0% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
16
shares
|
$91
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
12
shares
|
$68
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6
shares
|
$34
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5
shares
|
$28
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|