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 664 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
8,614
shares
|
$666,982
0.08% of portfolio
|
Q3 2025
New holding
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
8,582
shares
|
$664,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
8,550
shares
|
$662,026
0.01% of portfolio
|
Q2 2025
Reduced 49.26%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,358
shares
|
$647,159
0.01% of portfolio
|
Q1 2021
Reduced 69.85%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
8,350
shares
|
$646,540
0.26% of portfolio
|
Q1 2025
Added 1.83%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,200
shares
|
$634,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,097
shares
|
$626,950
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
8,007
shares
|
$619,982
0.37% of portfolio
|
Q2 2025
New holding
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,856
shares
|
$608,290
0.06% of portfolio
|
Q1 2025
Added 16.37%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,737
shares
|
$599,075
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
7,693
shares
|
$595,668
0.12% of portfolio
|
Q2 2025
New holding
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,667
shares
|
$593,655
0.51% of portfolio
|
Q1 2024
Reduced 25.28%
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
7,480
shares
|
$579,176
0.01% of portfolio
|
Q2 2025
Reduced 48.1%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,458
shares
|
$577,472
0.0% of portfolio
|
Q2 2025
Added 178.49%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,457
shares
|
$577,395
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,372
shares
|
$570,813
0.01% of portfolio
|
Q2 2025
Added 25.37%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
7,308
shares
|
$565,858
0.02% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
7,230
shares
|
$559,818
0.03% of portfolio
|
Q4 2024
New holding
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
7,198
shares
|
$557,341
0.38% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,063
shares
|
$546,888
0.0% of portfolio
|
Q2 2025
Added 4.89%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
7,012
shares
|
$542,939
0.04% of portfolio
|
Q2 2025
New holding
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
7,000
shares
|
$542,010
0.31% of portfolio
|
Q4 2023
New holding
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$534,267
0.0% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,866
shares
|
$531,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,863
shares
|
$531,402
0.06% of portfolio
|
Q2 2025
Added 5.41%
|