SHF Holdings Inc.
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 23 institutions reported holding SHF Holdings Inc. in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were M3F, Inc. ($3.0M), Atalaya Capital Management LP ($820K) and Vanguard Group Inc. ($295K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SHF Holdings Inc.
- CUSIP
- 824430102
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $36K |
| Exits | 2 | $20K |
All 13F filers, Q1 2024 → Q2 2024: 330,005 shares bought and 242,216 shares sold, net +87,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| M3F, Inc. | 1.09% | Add +3.0% | 5,504,882 | $3.0M |
| Atalaya Capital Management LP | 1.89% | No change | 1,517,924 | $820K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 551,394 | $295K |
| Geode Capital Management, LLC | 0.00% | Add +47.5% | 192,418 | $103K |
| Ingalls & Snyder LLC | 0.00% | Reduce -46.0% | 106,206 | $57K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100,000 | $53K |
| Renaissance Technologies | 0.00% | Reduce -50.0% | 75,655 | $41K |
| Corient Private Wealth LP | 0.00% | No change | 40,000 | $21K |
| Citadel Advisors | 0.00% | Reduce -59.2% | 37,954 | $20K |
| StoneX Group Inc. | 0.00% | New | 36,605 | $20K |
| Visionary Wealth Advisors | 0.00% | No change | 26,000 | $14K |
| Tortoise Investment Management, LLC | 0.00% | Add +272.7% | 25,625 | $14K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +68.7% | 23,499 | $13K |
| Northern Trust Corp. | 0.00% | No change | 18,913 | $10K |
| Virtu Financial LLC | 0.00% | Add +33.6% | 15,949 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +88.1% | 15,738 | $8K |
| Advisory Services Network, LLC | 0.00% | New | 15,000 | $8K |
| Two Sigma Securities, LLC | 0.00% | New | 14,800 | $8K |
| Great Lakes Retirement, Inc. | 0.00% | New | 600 | $322 |
| Bank of America Corp. | 0.00% | New | 219 | $117 |
| Morgan Stanley | 0.00% | No change | 193 | $103 |
| JPMorgan Chase & Co. | 0.00% | Add +11.5% | 68 | $36 |
| FNY Investment Advisers, LLC | 0.00% | No change | 1,000 | $0 |
"% of holder's portfolio" is SHF HOLDINGS INC's weight in each manager's 13F, not the share of SHF Holdings Inc. the manager owns.