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 636 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
20
shares
|
$1,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
19
shares
|
$1,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
17
shares
|
$1,301
0.0% of portfolio
|
Q2 2025
Reduced 93.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$1,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
15
shares
|
$1,148
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,148
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$1,071
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$995
0.0% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
12
shares
|
$918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
11
shares
|
$842
0.0% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
11
shares
|
$842
0.0% of portfolio
|
Q4 2024
Reduced 64.52%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
10
shares
|
$765
0.03% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$765
0.0% of portfolio
|
Q2 2025
Reduced 75.61%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
10
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$765
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
9
shares
|
$689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
8
shares
|
$612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$612
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$382
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
4
shares
|
$306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$306
0.0% of portfolio
|
Q2 2025
Added 300.0%
|