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, Q1 2026
Institutional positions in Shoulder Innovations, Inc. as of Mar 31, 2026. 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
- 58
- +9 vs. Q4 2025
- Shares held
- 7.63M
- +1.22M (+19.0%) vs. Q4 2025
- Total value
- $110.8M
- +$19.1M (+20.9%) vs. Q4 2025
- New holders
- 16
- 24 more added
- Sold out
- 7
- 9 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Shoulder Innovations, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $29 | 0.00% | −5−71.4% | Reduced |
| Essential Partners LLC | 2 | $29 | 0.00% | +1+100.0% | Added |
| MAI Capital Management | 4 | $59 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 6 | $87 | 0.00% | +6 | New |
| Root Financial Partners, LLC | 7 | $102 | 0.00% | +7 | New |
| National Bank of Canada | 27 | $392 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 156 | $2.27K | 0.00% | +30+23.8% | Added |
| CWM, LLC | 201 | $2.92K | 0.00% | +50+33.1% | Added |
| Ameritas Investment Partners, Inc. | 400 | $5.81K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 408 | $5.93K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 526 | $7.64K | 0.00% | −5,057−90.6% | Reduced |
| California State Teachers Retirement System | 574 | $8.34K | 0.00% | +281+95.9% | Added |
| Tower Research Capital LLC (TRC) | 801 | $11.6K | 0.00% | +99+14.1% | Added |
| Legal & General Group Plc | 880 | $12.8K | 0.00% | +418+90.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,475 | $21.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,800 | $26.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,185 | $31.7K | 0.00% | −5,272−70.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,248 | $32.7K | 0.00% | +1,200+114.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,540 | $36.9K | 0.00% | +2,540 | New |
| Vanguard Global Advisers, LLC | 2,766 | $40.2K | 0.00% | +2,766 | New |
| China Universal Asset Management Co., Ltd. | 3,600 | $52.3K | 0.00% | +3,600 | New |
| Wells Fargo & Company | 3,832 | $55.7K | 0.00% | −1,418−27.0% | Reduced |
| Jones Financial Companies LLLP | 4,716 | $65.4K | 0.00% | +4,716 | New |
| Rhumbline Advisers | 4,744 | $68.9K | 0.00% | +1,613+51.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,868 | $70.7K | 0.00% | +2,567+111.6% | Added |
| UBS Group AG | 5,038 | $73.2K | 0.00% | +3,472+221.7% | Added |
| MetLife Investment Management | 6,224 | $90.4K | 0.00% | +6,224 | New |
| Deutsche Bank AG | 9,331 | $135.6K | 0.00% | +5,198+125.8% | Added |
| Nuveen, LLC | 12,177 | $176.9K | 0.00% | +12,177 | New |
| Citadel Advisors LLC | 13,524 | $196.5K | 0.00% | −5,256−28.0% | Reduced |
| Goldman Sachs Group Inc | 14,016 | $203.7K | 0.00% | +14,016 | New |
| Ronald Blue Trust, Inc. | 15,719 | $228.4K | 0.00% | +15,719 | New |
| Bank of New York Mellon Corp | 17,366 | $252.3K | 0.00% | +17,366 | New |
| Charles Schwab Investment Management Inc | 22,952 | $333.5K | 0.00% | +11,173+94.9% | Added |
| Bank of America Corp | 26,983 | $392.1K | 0.00% | +8,205+43.7% | Added |
| KCM Capital Inc | 35,000 | $508.6K | 0.09% | +35,000 | New |
| Vanguard Fiduciary Trust Co | 37,622 | $546.6K | 0.00% | +37,622 | New |
| Readystate Asset Management LP | 39,431 | $572.9K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,883 | $783.0K | 0.00% | +53,129+7,046.3% | Added |
| Vanguard Portfolio Management LLC | 60,997 | $886.3K | 0.00% | +60,997 | New |
| Northern Trust Corp | 64,067 | $930.9K | 0.00% | +28,374+79.5% | Added |
| Walleye Capital LLC | 85,183 | $1.24M | 0.01% | −8,251−8.8% | Reduced |
| State Street Corp | 93,245 | $1.35M | 0.00% | +34,823+59.6% | Added |
| CM Management, LLC | 100,000 | $1.45M | 1.21% | +75,000+300.0% | Added |
| JPMorgan Chase & Co | 130,711 | $1.85M | 0.00% | +128,795+6,722.1% | Added |
| Morgan Stanley | 157,578 | $2.29M | 0.00% | +6,784+4.5% | Added |
| Geode Capital Management, LLC | 183,679 | $2.67M | 0.00% | +73,376+66.5% | Added |
| Millennium Management LLC | 193,942 | $2.82M | 0.00% | +101,939+110.8% | Added |
| Sio Capital Management, LLC | 210,641 | $3.06M | 0.44% | −17,330−7.6% | Reduced |
| Alyeska Investment Group, L.P. | 232,984 | $3.39M | 0.01% | 00.0% | Unchanged |
| Roubaix Capital, LLC | 257,121 | $3.74M | 1.74% | +98,305+61.9% | Added |
| TimesSquare Capital Management, LLC | 322,764 | $4.69M | 0.08% | +32,914+11.4% | Added |
| Vanguard Capital Management LLC | 413,480 | $6.01M | 0.00% | +413,480 | New |
| Sectoral Asset Management Inc | 430,407 | $6.25M | 5.18% | −62,028−12.6% | Reduced |
| BlackRock, Inc. | 556,052 | $8.08M | 0.00% | +244,699+78.6% | Added |
| FMR LLC | 3,784,552 | $55.0M | 0.00% | −64,243−1.7% | Reduced |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −87,726−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,367−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −13,521−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |