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, Q2 2026
Institutional positions in Shoulder Innovations, Inc. as of Jun 30, 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
- 72
- +15 vs. Q1 2026
- Shares held
- 8.28M
- +652.2K (+8.6%) vs. Q1 2026
- Total value
- $169.1M
- +$58.3M (+52.6%) vs. Q1 2026
- New holders
- 24
- 30 more added
- Sold out
- 9
- 11 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Shoulder Innovations, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $21 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $61 | 0.00% | +3 | New |
| The PNC Financial Services Group, Inc. | 6 | $122 | 0.00% | +6 | New |
| Rothschild Investment LLC | 8 | $162 | 0.00% | +8 | New |
| True Wealth Design, LLC | 10 | $203 | 0.00% | +9+900.0% | Added |
| Farther Finance Advisors, LLC | 10 | $203 | 0.00% | +10 | New |
| Essential Partners LLC | 28 | $568 | 0.00% | +26+1,300.0% | Added |
| IFP Advisors, Inc | 29 | $588 | 0.00% | +29 | New |
| Allworth Financial LP | 51 | $1.03K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 71 | $1.44K | 0.00% | +69+3,450.0% | Added |
| California State Teachers Retirement System | 145 | $2.94K | 0.00% | −429−74.7% | Reduced |
| Sterling Capital Management LLC | 202 | $4.10K | 0.00% | +46+29.5% | Added |
| SRS Capital Advisors, Inc. | 365 | $7.40K | 0.00% | +359+5,983.3% | Added |
| Tower Research Capital LLC (TRC) | 892 | $18.1K | 0.00% | +91+11.4% | Added |
| Ameritas Investment Partners, Inc. | 954 | $19.3K | 0.00% | +554+138.5% | Added |
| Legal & General Group Plc | 1,111 | $22.5K | 0.00% | +231+26.3% | Added |
| Compass Financial Management LLC | 1,472 | $29.9K | 0.00% | +1,472 | New |
| Barclays PLC | 1,770 | $35.9K | 0.00% | −415−19.0% | Reduced |
| New York State Common Retirement Fund | 1,800 | $36.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,540 | $51.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,766 | $56.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,243 | $65.8K | 0.00% | +2,835+694.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,842 | $98.2K | 0.00% | −26−0.5% | Reduced |
| Citigroup Inc | 4,860 | $98.6K | 0.00% | +4,334+824.0% | Added |
| China Universal Asset Management Co., Ltd. | 5,000 | $101.4K | 0.01% | +1,400+38.9% | Added |
| Jones Financial Companies LLLP | 4,716 | $107.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,847 | $118.6K | 0.00% | +5,847 | New |
| MetLife Investment Management | 6,130 | $124.3K | 0.00% | −94−1.5% | Reduced |
| Wells Fargo & Company | 8,849 | $179.5K | 0.00% | +5,017+130.9% | Added |
| Deutsche Bank AG | 9,650 | $195.7K | 0.00% | +319+3.4% | Added |
| BNP Paribas Arbitrage, SA | 10,224 | $207.3K | 0.00% | +7,976+354.8% | Added |
| Rhumbline Advisers | 11,013 | $223.3K | 0.00% | +6,269+132.1% | Added |
| UBS Group AG | 11,212 | $227.4K | 0.00% | +6,174+122.5% | Added |
| Jump Financial, LLC | 13,520 | $274.2K | 0.00% | +13,520 | New |
| Ronald Blue Trust, Inc. | 15,719 | $318.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,901 | $322.0K | 0.00% | −37,982−70.5% | Reduced |
| Armstrong Advisory Group, Inc | 17,290 | $350.6K | 0.02% | +17,290 | New |
| AQR Capital Management LLC | 19,775 | $401.0K | 0.00% | +19,775 | New |
| Point72 Asset Management, L.P. | 22,920 | $464.8K | 0.00% | +22,920 | New |
| Bank of New York Mellon Corp | 23,628 | $479.2K | 0.00% | +6,262+36.1% | Added |
| Charles Schwab Investment Management Inc | 25,582 | $518.8K | 0.00% | +2,630+11.5% | Added |
| Bank of America Corp | 33,929 | $688.1K | 0.00% | +6,946+25.7% | Added |
| SEI Investments Co | 34,350 | $696.6K | 0.00% | +34,350 | New |
| Citadel Advisors LLC | 36,795 | $746.2K | 0.00% | +23,271+172.1% | Added |
| Nuveen, LLC | 37,142 | $753.2K | 0.00% | +24,965+205.0% | Added |
| Vanguard Fiduciary Trust Co | 37,826 | $767.1K | 0.00% | +204+0.5% | Added |
| Marshall Wace, LLP | 38,667 | $784.2K | 0.00% | +38,667 | New |
| Readystate Asset Management LP | 39,431 | $799.7K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 44,159 | $895.5K | 0.00% | +44,159 | New |
| King Luther Capital Management Corp | – | $1.06M | 0.00% | – | New |
| EAM Investors, LLC | 57,998 | $1.18M | 0.10% | +57,998 | New |
| Vanguard Portfolio Management LLC | 70,335 | $1.43M | 0.00% | +9,338+15.3% | Added |
| Northern Trust Corp | 71,291 | $1.45M | 0.00% | +7,224+11.3% | Added |
| Schonfeld Strategic Advisors LLC | 77,737 | $1.58M | 0.01% | +77,737 | New |
| Walleye Capital LLC | 86,155 | $1.75M | 0.01% | +972+1.1% | Added |
| Jane Street Group, LLC | 86,307 | $1.75M | 0.00% | +86,307 | New |
| HighTower Advisors, LLC | 102,640 | $2.08M | 0.00% | +102,640 | New |
| State Street Corp | 114,859 | $2.33M | 0.00% | +21,614+23.2% | Added |
| Morgan Stanley | 117,265 | $2.38M | 0.00% | −40,313−25.6% | Reduced |
| JPMorgan Chase & Co | 124,437 | $2.62M | 0.00% | −6,274−4.8% | Reduced |
| CM Management, LLC | 145,000 | $2.94M | 1.87% | +45,000+45.0% | Added |
| Geode Capital Management, LLC | 199,529 | $4.05M | 0.00% | +15,850+8.6% | Added |
| Parkman Healthcare Partners LLC | 226,212 | $4.59M | 0.47% | +226,212 | New |
| Driehaus Capital Management LLC | 253,760 | $5.15M | 0.03% | +253,760 | New |
| Roubaix Capital, LLC | 255,288 | $5.18M | 1.86% | −1,833−0.7% | Reduced |
| TimesSquare Capital Management, LLC | 298,219 | $6.05M | 0.09% | −24,545−7.6% | Reduced |
| KCM Capital Inc | 300,000 | $6.08M | 1.00% | +265,000+757.1% | Added |
| Vanguard Capital Management LLC | 392,181 | $7.95M | 0.00% | −21,299−5.2% | Reduced |
| Sectoral Asset Management Inc | 430,407 | $8.73M | 6.09% | 00.0% | Unchanged |
| BlackRock, Inc. | 638,420 | $12.9M | 0.00% | +82,368+14.8% | Added |
| FMR LLC | 3,673,960 | $74.5M | 0.00% | −110,592−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −232,984−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −210,641−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −193,942−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,016−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |