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DaveManuel.com · Institutional Ownership · Who Owns It

SHOULDER INNOVATIONS INC (SI)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

72
Reporting holders
$169.1M
Reported value
40.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+14
Holder change

Institutions report 8,330,806 shares against 20,818,957 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FMR LLC$74.5M3,673,9600.00%4q-2.9%-$2.2M
BlackRock, Inc.$12.9M638,4200.00%4q+14.8%+$1.7M
SECTORAL ASSET MANAGEMENT INC$8.7M430,4076.09%4qHELD
VANGUARD CAPITAL MANAGEMENT LLC$8.0M392,1810.00%2q-5.2%-$431.9K
KCM Capital Inc$6.1M300,0000.98%2q+757.1%+$5.4M
TimesSquare Capital Management, LLC$6.0M298,2190.09%4q-7.6%-$497.8K
Roubaix Capital, LLC$5.2M255,2881.86%3q-0.7%-$37.2K
Driehaus Capital Management LLC$5.1M253,7600.03%newNEW
Parkman Healthcare Partners LLC$4.6M226,2120.47%newNEW
GEODE CAPITAL MANAGEMENT, LLC$4.0M199,5290.00%4q+8.6%+$321.5K
CM Management, LLC$2.9M145,0001.87%3q+45.0%+$912.6K
JPMORGAN CHASE & CO$2.6M124,4370.00%4q-4.8%-$132.3K
MORGAN STANLEY$2.4M117,2650.00%4q-25.6%-$817.5K
STATE STREET CORP$2.3M114,8590.00%4q+23.2%+$438.3K
HighTower Advisors, LLC$2.1M102,6400.00%newNEW
JANE STREET GROUP, LLC$1.8M86,3070.00%newNEW
Walleye Capital LLC$1.7M86,1550.01%4q+1.1%+$19.7K
Schonfeld Strategic Advisors LLC$1.6M77,7370.01%newNEW
NORTHERN TRUST CORP$1.4M71,2910.00%4q+11.3%+$146.5K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.4M70,3350.00%2q+15.3%+$189.4K
Informed Momentum Co LLC$1.2M57,9980.10%newNEW
KING LUTHER CAPITAL MANAGEMENT CORP$1.1M52,3500.00%newNEW
Squarepoint Ops LLC$895.5K44,1590.00%newNEW
READYSTATE ASSET MANAGEMENT LP$799.7K39,4310.03%4qHELD
MARSHALL WACE, LLP$784.2K38,6670.00%newNEW
VANGUARD FIDUCIARY TRUST CO$767.1K37,8260.00%2q+0.5%+$4.1K
Nuveen, LLC$753.2K37,1420.00%2q+205.0%+$506.3K
CITADEL ADVISORS LLC$746.2K36,7950.00%4q+172.1%+$471.9K
SEI INVESTMENTS CO$696.6K34,3500.00%newNEW
BANK OF AMERICA CORP /DE/$688.1K33,9290.00%4q+25.7%+$140.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$518.8K25,5820.00%4q+11.5%+$53.3K
Bank of New York Mellon Corp$479.2K23,6280.00%2q+36.1%+$127.0K
Point72 Asset Management, L.P.$464.8K22,9200.00%newNEW
AQR CAPITAL MANAGEMENT LLC$401.0K19,7750.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$350.6K17,2900.02%newNEW
ROYAL BANK OF CANADA$322.0K15,9010.00%4q-70.5%-$769.1K
Blue Trust, Inc.$318.8K15,7190.00%2qHELD
Jump Financial, LLC$274.2K13,5200.00%newNEW
UBS Group AG$227.4K11,2120.00%4q+122.5%+$125.2K
RHUMBLINE ADVISERS$223.3K11,0130.00%4q+132.1%+$127.1K
BNP PARIBAS FINANCIAL MARKETS$207.3K10,2240.00%4q+354.8%+$161.8K
DEUTSCHE BANK AG\$195.7K9,6500.00%4q+3.4%+$6.5K
WELLS FARGO & COMPANY/MN$179.5K8,8490.00%4q+130.9%+$101.7K
MetLife Investment Management, LLC$124.3K6,1300.00%2q-1.5%-$1.9K
LOS ANGELES CAPITAL MANAGEMENT LLC$118.6K5,8470.00%newNEW
JONES FINANCIAL COMPANIES LLLP$107.5K4,7160.00%2qHELD
China Universal Asset Management Co., Ltd.$101.4K5,0000.01%2q+38.9%+$28.4K
CITIGROUP INC$98.6K4,8600.00%4q+824.0%+$87.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$98.2K4,8420.00%4q-0.5%
Russell Investments Group, Ltd.$65.8K3,2430.00%4q+694.9%+$57.5K
Vanguard Global Advisers, LLC$56.1K2,7660.00%2qHELD
Police & Firemen's Retirement System of New Jersey$51.5K2,5400.00%2qHELD
NEW YORK STATE COMMON RETIREMENT FUND$36.5K1,8000.00%4qHELD
BARCLAYS PLC$35.9K1,7700.00%4q-19.0%-$8.4K
COMPASS FINANCIAL MANAGEMENT LLC$29.9K1,4720.00%newFIRST
Legal & General Group Plc$22.5K1,1110.00%4q+26.2%+$4.7K
Ameritas Investment Partners, Inc.$19.3K9540.00%4q+138.5%+$11.2K
Tower Research Capital LLC (TRC)$18.1K8920.00%4q+11.4%+$1.8K
Arax Advisory Partners$7.4K3650.00%2q+5983.3%+$7.3K
Sterling Capital Management LLC$4.1K2020.00%4q+29.5%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$2.9K1450.00%3q-74.7%-$8.7K
EverSource Wealth Advisors, LLC$1.4K710.00%3q+3450.0%+$1.4K
Allworth Financial LP$1.0K510.00%newNEW
IFP Advisors, Inc$588290.00%newNEW
Essential Partners LLC$568280.00%3q+1300.0%
True Wealth Design, LLC$203100.00%3q+900.0%
Farther Finance Advisors, LLC$203100.00%newNEW
ROTHSCHILD INVESTMENT LLC$16280.00%newNEW
PNC Financial Services Group, Inc.$12260.00%newNEW
SJS Investment Consulting Inc.$6130.00%newNEW
Caitong International Asset Management Co., Ltd$4120.00%newNEW
Clearstead Advisors, LLC$2110.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-18Ahearn Matthew FraserChief Operating OfficerSold14,186$297.7K ×2
2026-06-12Ahearn Matthew FraserChief Operating OfficerSold15,856$296.2K
2026-09-14Ball Robert JosephCEO & Executive ChairmanSold10,175$187.7K
2026-08-17Ahearn Matthew FraserChief Operating OfficerSold8,314$167.1K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-04Gilde Healthcare Holding B.V.10% ownerSold99,812$2.3M
2026-07-30Gilde Healthcare Holding B.V.10% ownerSold28,245$659.8K
2026-08-21Gilde Healthcare Holding B.V.10% ownerSold20,516$463.9K
2026-07-31Gilde Healthcare Holding B.V.10% ownerSold20,034$455.4K
2026-08-03Gilde Healthcare Holding B.V.10% ownerSold10,751$244.2K
2026-08-05Gilde Healthcare Holding B.V.10% ownerSold7,338$166.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$751.3K39,7912310.0%
Q2 202672$169.1M8,330,8062330110.0%
Q1 202658$110.8M7,626,438122490.0%
Q4 202550$94.8M6,629,8581312160.0%
Q3 202542$91.9M7,318,95242000.0%