Shoulder Innovations, Inc.
SI- Exchange
- NYSE
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001699350
In the last 90 days, Shoulder Innovations, Inc. insiders filed 0 open-market purchases and 7 sales; 72 institutions reported holding it in 13F filings for Q2 2026, worth $169.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Shoulder Innovations, Inc. as of Dec 31, 2025. 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
- 50
- +8 vs. Q3 2025
- Shares held
- 6.63M
- −687.2K (−9.4%) vs. Q3 2025
- Total value
- $94.8M
- +$2.98M (+3.2%) vs. Q3 2025
- New holders
- 13
- 12 more added
- Sold out
- 5
- 16 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SI 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 | 72 | $169.1M |
| Q1 2026 | 58 | $110.8M |
| Q4 2025 | 50 | $94.8M |
| Q3 2025 | 42 | $91.8M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| 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 2025
Shares, value and share of portfolio for each institution holding Shoulder Innovations, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $14 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $14 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $15 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 7 | $100 | 0.00% | +7 | New |
| National Bank of Canada | 27 | $386 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 126 | $1.80K | 0.00% | +13+11.5% | Added |
| Amalgamated Bank | 150 | $2.00K | 0.00% | −4−2.6% | Reduced |
| CWM, LLC | 151 | $2.00K | 0.00% | +151 | New |
| California State Teachers Retirement System | 293 | $4.19K | 0.00% | +293 | New |
| Ameritas Investment Partners, Inc. | 400 | $5.72K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 408 | $5.83K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 462 | $6.61K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 702 | $10.0K | 0.00% | −2,053−74.5% | Reduced |
| Royal Bank of Canada | 754 | $11.0K | 0.00% | −316−29.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,048 | $15.0K | 0.00% | −652−38.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,475 | $21.1K | 0.00% | +1,475 | New |
| UBS Group AG | 1,566 | $22.4K | 0.00% | −15,461−90.8% | Reduced |
| New York State Common Retirement Fund | 1,800 | $25.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,916 | $27.4K | 0.00% | −2−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,301 | $32.9K | 0.00% | +88+4.0% | Added |
| Rhumbline Advisers | 3,131 | $44.8K | 0.00% | −1,155−26.9% | Reduced |
| Deutsche Bank AG | 4,133 | $59.1K | 0.00% | −3,604−46.6% | Reduced |
| Wells Fargo & Company | 5,250 | $75.1K | 0.00% | +2,094+66.3% | Added |
| Citigroup Inc | 5,583 | $79.8K | 0.00% | +5,427+3,478.8% | Added |
| Barclays PLC | 7,457 | $106.6K | 0.00% | +722+10.7% | Added |
| Charles Schwab Investment Management Inc | 11,779 | $168.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,300 | $175.9K | 0.00% | +12,300 | New |
| Board of Trustees of The Leland Stanford Junior University | 13,521 | $193.3K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,367 | $234.0K | 0.00% | +16,367 | New |
| Bank of America Corp | 18,778 | $268.5K | 0.00% | −6,892−26.8% | Reduced |
| Citadel Advisors LLC | 18,780 | $268.6K | 0.00% | −31,220−62.4% | Reduced |
| Gsa Capital Partners LLP | 22,750 | $325.0K | 0.03% | +22,750 | New |
| CM Management, LLC | 25,000 | $357.5K | 0.30% | +25,000 | New |
| Northern Trust Corp | 35,693 | $510.4K | 0.00% | −2,443−6.4% | Reduced |
| Readystate Asset Management LP | 39,431 | $563.9K | 0.02% | −1,314−3.2% | Reduced |
| State Street Corp | 58,422 | $835.4K | 0.00% | +19,641+50.6% | Added |
| Federated Hermes, Inc. | 87,726 | $1.25M | 0.00% | −112,274−56.1% | Reduced |
| Millennium Management LLC | 92,003 | $1.32M | 0.00% | +92,003 | New |
| Walleye Capital LLC | 93,434 | $1.34M | 0.01% | +21,619+30.1% | Added |
| Geode Capital Management, LLC | 110,303 | $1.58M | 0.00% | +16,258+17.3% | Added |
| Morgan Stanley | 150,794 | $2.16M | 0.00% | +35,967+31.3% | Added |
| Roubaix Capital, LLC | 158,816 | $2.27M | 0.97% | +158,816 | New |
| Vanguard Group Inc | 220,430 | $3.15M | 0.00% | +74,162+50.7% | Added |
| Sio Capital Management, LLC | 227,971 | $3.26M | 0.54% | −122,029−34.9% | Reduced |
| Alyeska Investment Group, L.P. | 232,984 | $3.33M | 0.01% | −218,552−48.4% | Reduced |
| TimesSquare Capital Management, LLC | 289,850 | $4.14M | 0.06% | −92,517−24.2% | Reduced |
| BlackRock, Inc. | 311,353 | $4.45M | 0.00% | +33,980+12.3% | Added |
| Sectoral Asset Management Inc | 492,435 | $7.04M | 5.64% | +62,153+14.4% | Added |
| FMR LLC | 3,848,795 | $55.0M | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −482,572−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −132,888−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −21,634−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −900−100.0% | Sold out |