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SI — SHOULDER INNOVATIONS INC

Reported value held$109.11M
Funds holding (latest)23
SectorHealth Care
Funds holding (Q2 2026)19
Institutional value$102.76M · 5.06M sh
New / Add / Cut / Exit5 / 12 / 2 / 2
Top-5 / Top-10 concentration93.9% / 98.0%
Institutional holdings change Accumulating +0.1% (+7.57K sh)
Institutional value change Up +39.9%

As of Q2 2026, 19 SEC-registered investment managers reported holding SI (SHOULDER INNOVATIONS INC) in their latest 13F filings, with a combined reported value of $102.76M across 5.06M shares. That is +0.1% by share count (+7.57K shares) versus the previous quarter, while reported value moved +39.9%. Ownership is concentrated: the five largest holders account for 93.9% of reported value and the top ten for 98.0%.

Compared with the prior quarter, 5 opened new positions, 12 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SI is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history Q2 2026 3.67M $74.51M 0.00% Reduce
BlackRock Inc history Q2 2026 638.42K $12.95M 0.00% Add
Geode Capital Management history Q2 2026 199.53K $4.05M 0.00% Add
Vanguard Group history Q4 2025 220.43K $3.15M 0.00% Add
Millennium Management history Q1 2026 193.94K $2.82M 0.00% Add
JPMorgan Chase & Co history Q2 2026 124.44K $2.62M 0.00% New
Morgan Stanley history Q2 2026 117.27K $2.38M 0.00% Reduce
Northern Trust Corp history Q2 2026 71.29K $1.45M 0.00% Add
Marshall Wace history Q2 2026 38.67K $784.17K 0.00% New
Citadel Advisors history Q2 2026 36.80K $746.20K 0.00% Add
Bank of America Corp history Q2 2026 33.93K $688.08K 0.00% Add
Charles Schwab Investment Management history Q2 2026 25.58K $518.80K 0.00% Add
BNY Mellon history Q2 2026 23.63K $479.18K 0.00% Add
Point72 Asset Management history Q2 2026 22.92K $464.82K 0.00% New
AQR Capital Management history Q2 2026 19.77K $401.04K 0.00% New
UBS Group AG history Q2 2026 11.21K $227.38K 0.00% Add
Goldman Sachs Group history Q1 2026 14.02K $203.65K 0.00% New
Deutsche Bank AG history Q2 2026 9.65K $195.70K 0.00% Add
Wells Fargo & Co history Q2 2026 8.85K $179.46K 0.00% Add
Renaissance Technologies history Q4 2025 12.30K $175.89K 0.00% New

View all 23 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2025Q4 2025Q1 2026Q2 2026
Fidelity Management & Research (FMR) 3.85M 3.85M 3.78M 3.67M
BlackRock Inc 277.37K 311.35K 556.05K 638.42K
Geode Capital Management 94.05K 110.30K 183.68K 199.53K
JPMorgan Chase & Co 1.92K 1.92K — 124.44K
Morgan Stanley 114.83K 150.79K 157.58K 117.27K
Northern Trust Corp 38.14K 35.69K 64.07K 71.29K
Marshall Wace 132.89K — — 38.67K
Citadel Advisors 50.00K 18.78K 13.52K 36.80K
Bank of America Corp 25.67K 18.78K 26.98K 33.93K
Charles Schwab Investment Management 11.78K 11.78K 22.95K 25.58K
BNY Mellon — — 17.37K 23.63K
Point72 Asset Management — — — 22.92K
AQR Capital Management — — — 19.77K
UBS Group AG 17.03K 1.57K 5.04K 11.21K
Deutsche Bank AG 7.74K 4.13K 9.33K 9.65K
Wells Fargo & Co 3.16K 5.25K 3.83K 8.85K
Citigroup Inc 156 5.58K 526 4.86K
Legal & General Investment Management America 462 462 880 1.11K
PNC Financial Services — — — 6
Goldman Sachs Group — — 14.02K —

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