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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
120
shares
|
$9,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
115
shares
|
$8,904
0.0% of portfolio
|
Q2 2025
Reduced 67.79%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
115
shares
|
$8,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
103
shares
|
$7,975
0.0% of portfolio
|
Q2 2025
Reduced 63.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
100
shares
|
$7,743
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
98
shares
|
$7,588
0.0% of portfolio
|
Q1 2023
Reduced 98.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
96
shares
|
$7,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
94
shares
|
$7,278
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
88
shares
|
$6,813
0.0% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
84
shares
|
$6,504
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
69
shares
|
$5,342
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$5,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
64
shares
|
$4,955
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
55
shares
|
$4,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
55
shares
|
$4,258
0.0% of portfolio
|
Q1 2023
Reduced 64.52%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,026
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
50
shares
|
$3,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
47
shares
|
$3,639
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
47
shares
|
$3,639
0.0% of portfolio
|
Q2 2025
New holding
|