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 |
|---|---|---|---|---|---|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
960
shares
|
$62,812
0.0% of portfolio
|
Q3 2022
Reduced 5.33%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$58,887
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
896
shares
|
$58,625
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
853
shares
|
$55,811
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
703
shares
|
$45,997
0.01% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
614
shares
|
$40,174
0.0% of portfolio
|
Q1 2025
Added 42.46%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
569
shares
|
$37,229
0.0% of portfolio
|
Q2 2025
Added 86.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
563
shares
|
$36,837
0.0% of portfolio
|
Q1 2025
Added 63.66%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
521
shares
|
$34,089
0.0% of portfolio
|
Q1 2023
Added 52000.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
517
shares
|
$33,827
0.0% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
485
shares
|
$31,733
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
449
shares
|
$29,378
0.0% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
416
shares
|
$27,218
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
409
shares
|
$26,760
0.0% of portfolio
|
Q4 2024
Reduced 61.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
404
shares
|
$26,433
0.0% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
400
shares
|
$26,172
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
400
shares
|
$26,172
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
362
shares
|
$23,685
0.02% of portfolio
|
Q1 2025
Added 624.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
357
shares
|
$23,358
0.0% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
330
shares
|
$21,591
0.01% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
319
shares
|
$20,872
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
319
shares
|
$20,872
0.0% of portfolio
|
Q2 2025
Added 2178.57%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
311
shares
|
$20,348
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
303
shares
|
$19,825
0.0% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
300
shares
|
$19,629
0.0% of portfolio
|
Q1 2025
New holding
|