Institutional Ownership Affirm Holdings, Inc. (AFRM)
This table provides information about the institutional ownership of Affirm Holdings, Inc. (AFRM). We have compiled data on the 599 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
19,579
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
19,492
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 77.88%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,935
shares
|
$1.24 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
18,681
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
18,183
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
18,000
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2024
Reduced 90.43%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
17,883
shares
|
$1.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
17,681
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 43.63%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
17,500
shares
|
$1.15 Million
0.25% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
17,471
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,470
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
17,000
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
16,852
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 90.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
16,757
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
16,543
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
16,315
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 34.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,835
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
15,835
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,609
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
15,548
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
15,447
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 117.72%
|
|
|
Panoramic Capital, LLC
Larkspur, CA |
May 15, 2025 Q1 2025 |
15,158
shares
|
$991,787
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
14,582
shares
|
$954,100
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
14,411
shares
|
$942,911
0.01% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
14,400
shares
|
$942,192
0.04% of portfolio
|
Q1 2025
New holding
|