SRI · Stoneridge Inc

$7.48 +0.33 (+4.62%)

Russell 2000 member Rebalance outlook locked

Market Cap

$203.94M

28.52M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 112

Total Value: $168,736,041

Total Shares: 23,051,381

Showing 1–100 of 112 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding SRI

All superinvestors →

Mario Gabelli $1,464,000

Holder Concentration

Across 112 13F filers · Δ vs Mar 31, 2026

Top Holder

11.1%

+0.6 pts

Top 5

38.2%

+6.6 pts

Top 10

58.2%

+6.2 pts

HHI

472

Broadly held+94

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +48.9%

Shares held: -1.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+1,389,647	2,559,252
Mega GEODE CAPITAL MANAGEMENT, LLC	+384,530	721,954
Mega STATE STREET CORP	+174,529	308,863
Mega NORTHERN TRUST CORP	+147,797	219,238
Mega CITADEL ADVISORS LLC	+128,705	189,499

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−354,860	10,150
Mega MILLENNIUM MANAGEMENT LLC	−315,284	87,020
Mid ArrowMark Colorado Holdings LLC	−277,365	661,462
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−245,079	128,515
Mega Russell Investments Group, Ltd.	−231,870	345,240

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Bank of New York Mellon Corp	71,692	$524,784
Mega Nuveen, LLC	52,519	$384,438
Mega Invesco Ltd.	29,096	$212,981
Mid PRELUDE CAPITAL MANAGEMENT, LLC	27,769	$203,269
Small Dynamic Technology Lab Private Ltd	25,528	$186,864

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid DISCIPLINED GROWTH INVESTORS INC /MN	197,087	$951,930
Mid KENNEDY CAPITAL MANAGEMENT LLC	179,592	$867,429
Large Point72 Asset Management, L.P.	104,989	$507,096
Mid 683 Capital Management, LLC	90,000	$434,700
Mid GSA CAPITAL PARTNERS LLP	68,200	$329,406

Filter: New 20 Increased 35 Reduced 38 Sold out 22 Unchanged 19

Showing 100 of 112

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$18,733,723

11.10%

2,559,252

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	256,394	$1,876,804	10.0%	Sole
BlackRock Investment Management, LLC	89,147	$652,556	3.5%	Sole
BLACKROCK ADVISORS LLC	113,972	$834,275	4.5%	Sole
BlackRock Fund Advisors	1,094,929	$8,014,880	42.8%	Sole
BlackRock Institutional Trust Company, N.A.	991,010	$7,254,193	38.7%	Sole
BlackRock Japan Co. Ltd	11,344	$83,038	0.4%	Sole
BlackRock (Netherlands) B.V.	2,048	$14,991	0.1%	Sole
Aperio Group, LLC	408	$2,986	0.0%	Sole

22NW, LP

$18,058,257

10.70%

2,466,975

Ewing Morris & Co. Investment Partners Ltd.

$9,903,813

5.87%

1,352,980

FEDERATED HERMES, INC.

$8,889,078

5.27%

1,214,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	145,007	$1,061,451	11.9%	Defined
FEDERATED MDTA LLC	1,069,348	$7,827,627	88.1%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$8,811,493

5.22%

1,203,756

DIMENSIONAL FUND ADVISORS LP

$7,803,419

4.62%

1,066,041

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,247	$16,448	0.2%	Defined
DFA Australia Ltd.	12,250	$89,670	1.1%	Defined
Dimensional Ireland Ltd	36,899	$270,100	3.5%	Defined
Held directly	1,014,645	$7,427,201	95.2%	Sole

AYAL Capital Advisors Ltd

$7,355,575

4.36%

1,004,860

AMERICAN CENTURY COMPANIES INC

$7,179,983

4.26%

980,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	980,872	$7,179,983	100.0%	Defined

ROYCE & ASSOCIATES LP

$6,121,664

3.63%

836,293

ACADIAN ASSET MANAGEMENT LLC

$5,388,742

3.19%

736,167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	736,167	$5,388,742	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$5,284,702

3.13%

721,954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	104,028	$761,484	14.4%	Defined
Held directly	617,926	$4,523,218	85.6%	Defined

EVR Research LP

$5,124,000

3.04%

700,000

ArrowMark Colorado Holdings LLC

$4,841,901

2.87%

661,462

D. E. Shaw & Co., Inc.

$4,244,516

2.52%

579,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	410,585	$3,005,482	70.8%	Defined
D. E. Shaw Investment Management, L.L.C. joint	169,267	$1,239,034	29.2%	Defined

MARSHALL WACE, LLP

$3,590,877

2.13%

490,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	490,557	$3,590,877	100.0%	Other

TWO SIGMA INVESTMENTS, LP

$2,944,060

1.74%

402,194

Russell Investments Group, Ltd.

$2,527,155

1.50%

345,240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	171,005	$1,251,756	49.5%	Other
Russell Investments Canada Limited	2,372	$17,363	0.7%	Defined
Russell Investments Capital, LLC joint	65,825	$481,838	19.1%	Other
Russell Investments France SAS	40,647	$297,536	11.8%	Defined
Russell Investments Limited	5,194	$38,020	1.5%	Defined
Russell Investments Trust Company joint	60,197	$440,642	17.4%	Other

JACOBS LEVY EQUITY MANAGEMENT, INC

$2,331,551

1.38%

318,518

STATE STREET CORP

$2,260,877

1.34%

308,863

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	308,863	$2,260,877	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$2,120,699

1.26%

289,713

Man Group plc

$2,049,043

1.21%

279,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	279,924	$2,049,043	100.0%	Defined

MORGAN STANLEY

$1,879,801

1.11%

256,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	4,018	$29,411	1.6%	Defined
MORGAN STANLEY & CO. LLC	7,611	$55,712	3.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	196,767	$1,440,334	76.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,019	$22,098	1.2%	Defined
Morgan Stanley Bank, N.A.	338	$2,474	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	45,051	$329,772	17.5%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,848,029

1.10%

252,463

RENAISSANCE TECHNOLOGIES LLC

$1,846,104

1.09%

252,200

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,777,647

1.05%

242,848

Shay Capital LLC

$1,683,600

1.00%

230,000

NORTHERN TRUST CORP

$1,604,820

0.95%

219,238

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	214,829	$1,572,547	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	4,409	$32,273	2.0%	Other

GOLDMAN SACHS GROUP INC

$1,591,792

0.94%

217,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	148,610	$1,087,825	68.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	68,848	$503,967	31.7%	Defined

GAMCO INVESTORS, INC. ET AL

$1,464,000

0.87%

200,000

CITADEL ADVISORS LLC

$1,387,131

0.82%

189,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	40	$292	0.0%	Defined
Held directly	189,459	$1,386,839	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$1,382,726

0.82%

188,897

GLOBEFLEX CAPITAL L P

$1,196,402

0.71%

163,443

TUDOR INVESTMENT CORP ET AL

$1,036,702

0.61%

141,626

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$940,729

0.56%

128,515

PANAGORA ASSET MANAGEMENT INC

$680,437

0.40%

92,956

HSBC HOLDINGS PLC

$672,276

0.40%

91,841

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	91,841	$672,276	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$636,986

0.38%

87,020

Qube Research & Technologies Ltd

$591,770

0.35%

80,843

WealthTrust Axiom LLC

$541,021

0.32%

73,910

Bank of New York Mellon Corp

$524,784

0.31%

71,692

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	24,252	$177,524	33.8%	Defined
The Bank of New York Mellon	47,439	$347,253	66.2%	Defined
Held directly	1	$7	0.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$508,344

0.30%

69,446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	69,446	$508,344	100.0%	Defined

GABELLI FUNDS LLC

$490,440

0.29%

67,000

Empowered Funds, LLC

$484,078

0.29%

66,131

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	66,131	$484,078	100.0%	Other

Assenagon Asset Management S.A.

$427,253

0.25%

58,368

Nuveen, LLC

$384,438

0.23%

52,519

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	15,401	$112,735	29.3%	Defined
TEACHERS ADVISORS, LLC joint	37,118	$271,703	70.7%	Defined

BARCLAYS PLC

$374,388

0.22%

51,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	49,835	$364,792	97.4%	Defined
BARCLAYS CAPITAL INC.	1,311	$9,596	2.6%	Defined

CHANNEL WEALTH LLC

$369,294

0.22%

50,450

Boston Partners

$368,049

0.22%

50,280

Connor, Clark & Lunn Investment Management Ltd.

$308,794

0.18%

42,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	42,185	$308,794	100.0%	Sole

AMERIPRISE FINANCIAL INC

$308,574

0.18%

42,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	42,155	$308,574	100.0%	Defined

ALGERT GLOBAL LLC

$292,060

0.17%

39,899

UBS Group AG

$273,211

0.16%

37,324

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	37,323	$273,204	100.0%	Defined
UBS Europe SE	1	$7	0.0%	Defined

XTX Topco Ltd

$261,521

0.15%

35,727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	35,727	$261,521	100.0%	Defined

Quantinno Capital Management LP

$242,313

0.14%

33,103

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$238,778

0.14%

32,620

BANK OF AMERICA CORP /DE/

$237,834

0.14%

32,491

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	32,491	$237,834	100.0%	Defined

Invesco Ltd.

$212,981

0.13%

29,096

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,727	$27,281	12.8%	Defined
Invesco Trust Co joint	11,185	$81,874	38.4%	Defined
Invesco Capital Management LLC	14,184	$103,826	48.7%	Defined

PRELUDE CAPITAL MANAGEMENT, LLC

$203,269

0.12%

27,769

DEUTSCHE BANK AG\

$201,108

0.12%

27,474

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	96	$702	0.3%	Defined
DWS Investments UK Ltd	27,378	$200,406	99.7%	Defined

BROWN ADVISORY INC

$193,159

0.11%

26,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROWN INVESTMENT ADVISORY & TRUST CO	17,099	$125,164	64.8%	Defined
Brown Advisory LLC	9,289	$67,995	35.2%	Defined

Dynamic Technology Lab Private Ltd

$186,864

0.11%

25,528

RHUMBLINE ADVISERS

$179,749

0.11%

24,556

WELLS FARGO & COMPANY/MN

$171,983

0.10%

23,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	23,495	$171,983	100.0%	Defined

LAUREL OAK WEALTH MANAGEMENT, LLC

$164,700

0.10%

22,500

nVerses Capital, LLC

$164,480

0.10%

22,470

Encompass More Asset Management

$153,785

0.09%

21,009

VILLERE ST DENIS J & CO LLC

$146,400

0.09%

20,000

Teton Advisors, LLC

$146,400

0.09%

20,000

RBF Capital, LLC

$146,400

0.09%

20,000

PNC FINANCIAL SERVICES GROUP, INC.

$140,704

0.08%

19,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	19,222	$140,704	100.0%	Defined

Sequoia Financial Advisors, LLC

$133,524

0.08%

18,241

SEI INVESTMENTS CO

$126,921

0.08%

17,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	1,938	$14,186	11.2%	Sole
SEI TRUST CO	15,401	$112,735	88.8%	Sole

MetLife Investment Management, LLC

$124,454

0.07%

17,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	17,002	$124,454	100.0%	Defined

CANADA PENSION PLAN INVESTMENT BOARD

$120,048

0.07%

16,400

Susquehanna Portfolio Strategies, LLC

$119,418

0.07%

16,314

Graham Capital Management, L.P.

$113,708

0.07%

15,534

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$106,140

0.06%

14,500

JPMORGAN CHASE & CO

$99,800

0.06%

13,634

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	13,634	$99,800	100.0%	Defined

Advisory Advocates, LLC

$98,820

0.06%

13,500

Engineers Gate Manager LP

$96,624

0.06%

13,200

CITIGROUP INC

$94,881

0.06%

12,962

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	12,962	$94,881	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$94,552

0.06%

12,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	12,917	$94,552	100.0%	Defined

Olympiad Research LP

$87,517

0.05%

11,956

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$74,298

0.04%

10,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	10,150	$74,298	100.0%	Other

Vanguard Global Advisers, LLC

$73,836

0.04%

10,087

BNP PARIBAS ARBITRAGE, SA

$71,157

0.04%

9,721

Police & Firemen's Retirement System of New Jersey

$60,558

0.04%

8,273

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	8,273	$60,558	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$55,632

0.03%

7,600

Tower Research Capital LLC (TRC)

$22,574

0.01%

3,084

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	54	$395	1.7%	Other
Latour Trading LLC (Latour)	3,030	$22,179	98.3%	Defined

Legal & General Group Plc

$20,042

0.01%

2,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,738	$20,042	100.0%	Defined

ROYAL BANK OF CANADA

$19,777

0.01%

2,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	982	$7,188	36.3%	Defined
RBC Capital Markets, LLC	1,308	$9,574	48.4%	Defined
RBC Dominion Securities Inc.	412	$3,015	15.2%	Defined

Versant Capital Management, Inc

$19,712

0.01%

2,693

Ameritas Investment Partners, Inc.

$18,636

0.01%

2,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	2,546	$18,636	100.0%	Other

FMR LLC

$17,487

0.01%

2,389

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,026	$14,830	84.8%	Defined
STRATEGIC ADVISERS LLC	363	$2,657	15.2%	Defined

Sterling Capital Management LLC

$4,135

0.00%

565

Blue Trust, Inc.

$3,469

0.00%

474

Arax Advisory Partners

$3,396

0.00%

464

OSAIC HOLDINGS, INC.

$3,067

0.00%

419

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	219	$1,603	52.3%	Defined
Osaic Advisory Services, LLC	200	$1,464	47.7%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$2,825

0.00%

386

EverSource Wealth Advisors, LLC

$2,817

0.00%

385

Key facts CIK 1043337 CUSIP 86183P102 13F (30d) 92 filings 92 filers Visit website