SHF Holdings, Inc.
SHFS- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001854963
No open-market purchases or sales by SHF Holdings, Inc. insiders were filed in the last 90 days; 14 institutions reported holding it in 13F filings for Q2 2026, worth $242.1K in total; no superinvestor holds it.
Other share classesSHFSW
13F holders, Q4 2023
Institutional positions in SHF Holdings, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- +4 vs. Q3 2023
- Shares held
- 7.50M
- +991.0K (+15.2%) vs. Q3 2023
- Total value
- $10.6M
- +$5.50M (+106.9%) vs. Q3 2023
- New holders
- 7
- 5 more added
- Sold out
- 3
- 2 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 14 | $242.1K |
| Q1 2026 | 12 | $506.2K |
| Q4 2025 | 14 | $588.1K |
| Q3 2025 | 9 | $1.93M |
| Q2 2025 | 11 | $923.0K |
| Q1 2025 | 13 | $1.82M |
| Q4 2024 | 26 | $4.08M |
| Q3 2024 | 22 | $4.70M |
| Q2 2024 | 23 | $4.46M |
| Q1 2024 | 20 | $7.93M |
| Q4 2023 | 21 | $10.6M |
| Q3 2023 | 19 | $6.84M |
| Q2 2023 | 20 | $5.27M |
| Q1 2023 | 18 | $2.80M |
| Q4 2022 | 15 | $7.27M |
| Q3 2022 | 6 | $26.6M |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SHF Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 10 | $14 | 0.00% | +10 | New |
| JPMorgan Chase & Co | 22 | $31 | 0.00% | −2−8.3% | Reduced |
| Wells Fargo & Company | 136 | $193 | 0.00% | +8+6.3% | Added |
| Morgan Stanley | 193 | $274 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,000 | $14.2K | 0.00% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 10,303 | $14.6K | 0.00% | −1,287−11.1% | Reduced |
| XTX Topco Ltd | 20,424 | $29.0K | 0.01% | +20,424 | New |
| Visionary Wealth Advisors | 22,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 23,299 | $33.1K | 0.00% | +23,299 | New |
| Janney Montgomery Scott LLC | 25,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 35,998 | $51.1K | 0.00% | +22,070+158.5% | Added |
| CI Private Wealth, LLC | 40,000 | $56.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 57,914 | $82.2K | 0.00% | +19,255+49.8% | Added |
| Citadel Advisors LLC | 72,379 | $102.8K | 0.00% | +72,379 | New |
| TD Waterhouse Canada Inc. | 100,000 | $128.0K | 0.00% | +45,000+81.8% | Added |
| Geode Capital Management, LLC | 92,203 | $131.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 134,310 | $191.0K | 0.00% | +134,310 | New |
| Walleye Capital LLC | 340,372 | $483.3K | 0.01% | +340,372 | New |
| Atalaya Capital Management LP | 1,517,924 | $2.16M | 3.11% | 00.0% | Unchanged |
| M3F, Inc. | 5,000,000 | $7.10M | 2.25% | +361,210+7.8% | Added |
| Virtu Financial LLC | 0 | $0 | 0.00% | −41,824−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Ayrton Capital LLC | – | – | – | – | Not filed |
| Cohen & Co Financial Management, LLC | – | – | – | – | Not filed |