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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
896
shares
|
$69,377
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
886
shares
|
$68,602
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
853
shares
|
$66,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
814
shares
|
$63,028
0.02% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
799
shares
|
$61,866
0.0% of portfolio
|
Q2 2025
Added 41.92%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
569
shares
|
$44,057
0.0% of portfolio
|
Q2 2025
Added 86.56%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
547
shares
|
$42,354
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
505
shares
|
$39,102
0.0% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
485
shares
|
$37,553
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
455
shares
|
$35,230
0.01% of portfolio
|
Q2 2025
Added 468.75%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
449
shares
|
$34,766
0.0% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
445
shares
|
$34,456
0.01% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
427
shares
|
$33,062
0.0% of portfolio
|
Q2 2025
Added 190.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
404
shares
|
$31,281
0.0% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
404
shares
|
$31,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
402
shares
|
$31,126
0.02% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
402
shares
|
$31,126
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
400
shares
|
$30,972
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
400
shares
|
$30,972
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
389
shares
|
$30,120
0.0% of portfolio
|
Q2 2025
Added 633.96%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
372
shares
|
$28,803
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
330
shares
|
$25,551
0.01% of portfolio
|
Q3 2023
Added 29.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
325
shares
|
$25,164
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
324
shares
|
$25,087
0.0% of portfolio
|
Q2 2025
Reduced 92.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
319
shares
|
$24,700
0.0% of portfolio
|
Q2 2025
Added 2178.57%
|