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SRI — STONERIDGE INC

Reported value held$78.40M
Funds holding (latest)37
SectorConsumer Discretionary
Funds holding (Q2 2026)27
Institutional value$54.70M · 7.54M sh
New / Add / Cut / Exit5 / 11 / 10 / 2
Top-5 / Top-10 concentration69.4% / 87.8%
Institutional holdings change Accumulating +21.0% (+1.31M sh)
Institutional value change Up +83.1%

As of Q2 2026, 27 SEC-registered investment managers reported holding SRI (STONERIDGE INC) in their latest 13F filings, with a combined reported value of $54.70M across 7.54M shares. That is +21.0% by share count (+1.31M shares) versus the previous quarter, while reported value moved +83.1%. Ownership is concentrated: the five largest holders account for 69.4% of reported value and the top ten for 87.8%.

Compared with the prior quarter, 5 opened new positions, 11 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SRI is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 2.56M $18.73M 0.00% Add
MFS Investment Management history Q3 2022 800.35K $13.57M 0.01% Add
Vanguard Group history Q4 2025 1.52M $8.83M 0.00% Add
Royce & Associates history Q2 2026 836.29K $6.12M 0.05% Add
Geode Capital Management history Q2 2026 721.95K $5.29M 0.00% Add
D. E. Shaw & Co history Q2 2026 579.85K $4.24M 0.00% Reduce
Marshall Wace history Q2 2026 490.56K $3.59M 0.00% Reduce
Two Sigma Investments history Q2 2026 402.19K $2.94M 0.00% Add
Morgan Stanley history Q2 2026 256.80K $1.88M 0.00% Add
Renaissance Technologies history Q2 2026 252.20K $1.85M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 242.85K $1.78M 0.00% Add
Northern Trust Corp history Q2 2026 219.24K $1.60M 0.00% Add
Goldman Sachs Group history Q2 2026 217.46K $1.59M 0.00% Reduce
Citadel Advisors history Q2 2026 189.50K $1.39M 0.00% Add
Arrowstreet Capital history Q2 2026 128.51K $940.73K 0.00% Reduce
Millennium Management history Q2 2026 87.02K $636.99K 0.00% Reduce
BNY Mellon history Q2 2026 71.69K $524.79K 0.00% New
Point72 Asset Management history Q1 2026 104.99K $507.10K 0.00% Reduce
Franklin Resources history Q3 2024 26.76K $274.06K 0.00% Reduce
UBS Group AG history Q2 2026 37.32K $273.21K 0.00% Reduce

View all 37 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.16M 2.13M 2.22M 1.39M 1.20M 1.26M 1.17M 2.56M
Royce & Associates 898.38K 1.11M 1.20M 1.20M 1.15M 1.05M 1.03M 1.02M 1.03M 1.07M 1.12M 1.21M 1.36M 1.28M 1.24M 1.40M 1.04M 591.74K 736.28K 836.29K
Geode Capital Management 440.02K 443.92K 454.98K 464.16K 463.51K 482.50K 502.46K 522.55K 542.07K 574.22K 581.86K 620.09K 616.49K 619.03K 638.63K 308.98K 313.30K 317.85K 337.42K 721.95K
D. E. Shaw & Co 27.00K 36.03K 61.10K 32.63K 10.78K 42.56K 19.38K — — — — 52.57K 138.35K 699.84K 945.49K 934.28K 636.92K 777.94K 667.55K 579.85K
Marshall Wace — 37.48K 35.19K — — — 33.13K — — — — — — 73.95K 102.54K 293.99K 388.50K 401.43K 536.07K 490.56K
Two Sigma Investments 12.01K — — — — 14.39K 64.33K 39.27K 13.13K 14.44K 11.41K — — 111.34K 206.60K 261.83K 293.49K 338.23K 388.04K 402.19K
Morgan Stanley 96.32K 34.04K 9.31K 83.41K 120.33K 130.20K 131.47K 135.32K 140.63K 209.59K 250.53K 282.40K 245.34K 428.45K 577.77K 575.89K 531.80K 376.08K 241.47K 256.80K
Renaissance Technologies 181.72K 103.87K 79.62K 61.42K 46.52K 49.52K 59.72K 38.12K 38.12K 33.72K — — 74.40K 246.10K 95.70K 215.30K 214.10K 322.60K 284.90K 252.20K
Charles Schwab Investment Management 297.58K 326.67K 368.06K 407.45K 423.67K 422.48K 404.55K 411.22K 415.58K 440.94K 460.58K 409.85K 343.20K 266.86K 213.83K 149.36K 163.09K 151.27K 177.37K 242.85K
Northern Trust Corp 269.08K 260.42K 252.57K 257.96K 256.37K 256.92K 250.35K 255.09K 255.61K 253.59K 251.53K 233.62K 238.19K 239.58K 230.44K 71.78K 66.34K 71.54K 71.44K 219.24K
Goldman Sachs Group 21.56K 67.41K 147.50K 68.19K 43.07K 49.74K 51.58K 55.58K 79.65K 67.30K 59.06K 132.77K 292.68K 314.42K 490.16K 348.67K 190.22K 246.80K 232.44K 217.46K
Citadel Advisors 116.57K 219.05K 98.82K 153.87K 16.94K 189.50K 260.38K 171.55K 75.98K 68.28K 56.06K 60.35K 109.42K 441.66K 448.13K 321.49K 440.98K 186.09K 60.79K 189.50K
Arrowstreet Capital 87.43K — — — — 48.96K 65.38K 96.90K 217.04K 36.12K 20.60K — — 66.04K 66.04K 134.30K 518.11K 480.37K 373.59K 128.51K
Millennium Management 18.87K 12.78K — — — 390.63K 85.53K 18.20K 46.53K 36.08K — 32.67K 171.32K 926.54K 954.58K 1.26M 1.19M 712.23K 402.30K 87.02K
BNY Mellon 99.39K 101.29K 170.44K 396.39K 399.16K 493.88K 525.36K 524.99K 442.66K 95.03K 88.00K 101.24K 81.07K 81.10K 78.03K — — — — 71.69K
UBS Group AG 274 11.07K 5.62K 597 436 11.89K 10.98K 18.77K 18.63K 33.12K 35.72K 33.76K 45.66K 52.32K 32.13K 55.44K 129.26K 178.59K 257.39K 37.32K
Bank of America Corp 24.05K 32.98K 19.79K 20.96K 17.80K 31.67K 34.98K 17.75K 30.58K 38.97K 14.02K 22.28K 33.68K 72.05K 184.73K 237.23K 123.51K 32.31K 68.90K 32.49K
Invesco Ltd 54.84K 48.95K 81.33K 98.54K 98.49K 107.22K 58.76K 55.46K 73.08K 57.90K 87.39K 92.35K 59.53K 59.39K 48.54K 25.67K 12.66K — — 29.10K
Deutsche Bank AG 21.89K 22.19K 20.55K 18.77K 13.41K 17.37K 18.68K 11.87K 18.31K 17.99K 15.22K 14.87K 20.56K 1.38K 300 96 96 96 96 27.47K
Wells Fargo & Co 4.33K 14.87K 5.71K 502 158 52 4.77K 10.29K 6.37K 7.94K 9.10K 11.99K 12.53K 16.02K 16.38K 455 — — — 23.50K

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