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 2024
Institutional positions in SHF Holdings, Inc. as of Dec 31, 2024. 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
- 26
- +4 vs. Q3 2024
- Shares held
- 9.05M
- +527.5K (+6.2%) vs. Q3 2024
- Total value
- $4.08M
- −$629.5K (−13.4%) vs. Q3 2024
- New holders
- 7
- 7 more added
- Sold out
- 3
- 2 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding SHF Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 1,000 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $1 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 65 | $29 | 0.00% | −2−3.0% | Reduced |
| Morgan Stanley | 193 | $87 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 236 | $106 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 10,400 | $4.68K | 0.00% | +10,400 | New |
| Virtu Financial LLC | 15,214 | $7.00K | 0.00% | +15,214 | New |
| Tower Research Capital LLC (TRC) | 15,590 | $7.02K | 0.00% | +8,251+112.4% | Added |
| HRT Financial LP | 18,854 | $8.00K | 0.00% | +18,854 | New |
| Northern Trust Corp | 18,913 | $8.52K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 23,596 | $10.6K | 0.00% | +23,596 | New |
| Visionary Wealth Advisors | 24,000 | $10.8K | 0.00% | −2,000−7.7% | Reduced |
| Rangeley Capital, LLC | 24,000 | $10.8K | 0.01% | +24,000 | New |
| UBS Group AG | 25,839 | $11.6K | 0.00% | +19,697+320.7% | Added |
| National Asset Management, Inc. | 31,526 | $14.2K | 0.00% | +8,027+34.2% | Added |
| StoneX Group Inc. | 56,941 | $25.6K | 0.00% | +23,836+72.0% | Added |
| TD Waterhouse Canada Inc. | 100,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 106,206 | $48.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 131,930 | $59.4K | 0.00% | +80,718+157.6% | Added |
| Renaissance Technologies LLC | 147,930 | $66.6K | 0.00% | +119,345+417.5% | Added |
| Mariner, LLC | 214,186 | $96.4K | 0.00% | +214,186 | New |
| SJS Investment Consulting Inc. | 226,260 | $101.9K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 240,562 | $108.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 551,394 | $248.1K | 0.00% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 1,517,924 | $683.1K | 0.16% | 00.0% | Unchanged |
| M3F, Inc. | 5,549,701 | $2.50M | 0.72% | +16,223+0.3% | Added |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −25,625−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |