SHOULDER INNOVATIONS INC (SI)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
74
Reporting holders
$169.6M
Reported value
40.1%
Of shares outstanding
0.0%
Held as options
+16
Holder change
Institutions report 8,358,754 shares against 20,818,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $74.5M | 3,673,960 | 0.00% | 4q | -2.9%-$2.2M |
| BlackRock, Inc. | $12.9M | 638,420 | 0.00% | 4q | +14.8%+$1.7M |
| SECTORAL ASSET MANAGEMENT INC | $8.7M | 430,407 | 6.09% | 4q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.0M | 392,181 | 0.00% | 2q | -5.2%-$431.9K |
| KCM Capital Inc | $6.1M | 300,000 | 0.98% | 2q | +757.1%+$5.4M |
| TimesSquare Capital Management, LLC | $6.0M | 298,219 | 0.09% | 4q | -7.6%-$497.8K |
| Roubaix Capital, LLC | $5.2M | 255,288 | 1.86% | 3q | -0.7%-$37.2K |
| Driehaus Capital Management LLC | $5.1M | 253,760 | 0.03% | new | NEW |
| Parkman Healthcare Partners LLC | $4.6M | 226,212 | 0.47% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 199,529 | 0.00% | 4q | +8.6%+$321.5K |
| CM Management, LLC | $2.9M | 145,000 | 1.87% | 3q | +45.0%+$912.6K |
| JPMORGAN CHASE & CO | $2.6M | 124,437 | 0.00% | 4q | -4.8%-$132.3K |
| MORGAN STANLEY | $2.4M | 117,265 | 0.00% | 4q | -25.6%-$817.5K |
| STATE STREET CORP | $2.3M | 114,859 | 0.00% | 4q | +23.2%+$438.3K |
| HighTower Advisors, LLC | $2.1M | 102,640 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 86,307 | 0.00% | new | NEW |
| Walleye Capital LLC | $1.7M | 86,155 | 0.01% | 4q | +1.1%+$19.7K |
| Schonfeld Strategic Advisors LLC | $1.6M | 77,737 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $1.4M | 71,291 | 0.00% | 4q | +11.3%+$146.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4M | 70,335 | 0.00% | 2q | +15.3%+$189.4K |
| Informed Momentum Co LLC | $1.2M | 57,998 | 0.10% | new | NEW |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.1M | 52,350 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $895.5K | 44,159 | 0.00% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $799.7K | 39,431 | 0.03% | 4q | HELD |
| MARSHALL WACE, LLP | $784.2K | 38,667 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $767.1K | 37,826 | 0.00% | 2q | +0.5%+$4.1K |
| Nuveen, LLC | $753.2K | 37,142 | 0.00% | 2q | +205.0%+$506.3K |
| CITADEL ADVISORS LLC | $746.2K | 36,795 | 0.00% | 4q | +172.1%+$471.9K |
| SEI INVESTMENTS CO | $696.6K | 34,350 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $688.1K | 33,929 | 0.00% | 4q | +25.7%+$140.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $518.8K | 25,582 | 0.00% | 4q | +11.5%+$53.3K |
| Sixth Street Partners Management Company, L.P. | $518.8K | 25,582 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $479.2K | 23,628 | 0.00% | 2q | +36.1%+$127.0K |
| Point72 Asset Management, L.P. | $464.8K | 22,920 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $401.0K | 19,775 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $350.6K | 17,290 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $322.0K | 15,901 | 0.00% | 4q | -70.5%-$768.7K |
| Blue Trust, Inc. | $318.8K | 15,719 | 0.00% | 2q | HELD |
| Jump Financial, LLC | $274.2K | 13,520 | 0.00% | new | NEW |
| UBS Group AG | $227.4K | 11,212 | 0.00% | 4q | +122.5%+$125.2K |
| RHUMBLINE ADVISERS | $223.3K | 11,013 | 0.00% | 4q | +132.1%+$127.1K |
| BNP PARIBAS FINANCIAL MARKETS | $207.3K | 10,224 | 0.00% | 4q | +354.8%+$161.8K |
| DEUTSCHE BANK AG\ | $195.7K | 9,650 | 0.00% | 4q | +3.4%+$6.5K |
| WELLS FARGO & COMPANY/MN | $179.5K | 8,849 | 0.00% | 4q | +15.5%+$24.0K |
| MetLife Investment Management, LLC | $124.3K | 6,130 | 0.00% | 2q | -1.5%-$1.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $118.6K | 5,847 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $107.5K | 4,716 | 0.00% | 2q | HELD |
| China Universal Asset Management Co., Ltd. | $101.4K | 5,000 | 0.01% | 2q | +38.9%+$28.4K |
| CITIGROUP INC | $98.6K | 4,860 | 0.00% | 4q | +824.0%+$87.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $98.2K | 4,842 | 0.00% | 4q | -0.5% |
| Russell Investments Group, Ltd. | $65.8K | 3,243 | 0.00% | 4q | +694.9%+$57.5K |
| Vanguard Global Advisers, LLC | $56.1K | 2,766 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $51.5K | 2,540 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $36.5K | 1,800 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $35.9K | 1,770 | 0.00% | 4q | -19.0%-$8.4K |
| Integrated Wealth Concepts LLC | $34.6K | 1,704 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $29.9K | 1,472 | 0.00% | new | FIRST |
| Legal & General Group Plc | $22.5K | 1,111 | 0.00% | 4q | +26.2%+$4.7K |
| Ameritas Investment Partners, Inc. | $19.3K | 954 | 0.00% | 4q | +138.5%+$11.2K |
| Tower Research Capital LLC (TRC) | $18.1K | 892 | 0.00% | 4q | +11.4%+$1.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $16.4K | 807 | 0.00% | new | NEW |
| Arax Advisory Partners | $7.4K | 365 | 0.00% | 2q | +5983.3%+$7.3K |
| Sterling Capital Management LLC | $4.1K | 202 | 0.00% | 4q | +29.5% |
| EverSource Wealth Advisors, LLC | $1.4K | 71 | 0.00% | 3q | +3450.0%+$1.4K |
| Allworth Financial LP | $1.0K | 51 | 0.00% | new | NEW |
| IFP Advisors, Inc | $588 | 29 | 0.00% | new | NEW |
| Essential Partners LLC | $568 | 28 | 0.00% | 3q | +1300.0% |
| True Wealth Design, LLC | $203 | 10 | 0.00% | 3q | +900.0% |
| Farther Finance Advisors, LLC | $203 | 10 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $162 | 8 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $122 | 6 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $61 | 3 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $41 | 2 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $21 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13D/A | Gilde Healthcare Holding B.V.with 4 co-filers | 10.7% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 17.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $169.6M | 8,358,754 | 26 | 30 | 10 | 0.0% |
| Q1 2026 | 58 | $110.8M | 7,630,247 | 12 | 25 | 8 | 0.0% |
| Q4 2025 | 47 | $94.5M | 6,606,807 | 11 | 12 | 15 | 0.0% |
| Q3 2025 | 41 | $91.9M | 7,318,798 | 41 | 0 | 0 | 0.0% |