SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
SI on NYSE
Shares outstanding
20,270,280
Price per share
$15.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,317,034
Total reported value
$91,828,639
% of total 13F portfolios
0%
Share change
+7,315,334
Value change
+$91,807,304
Number of holders
42
Price from insider filings
$15.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 19% $50,611,602 3,848,791 FMR LLC 29 Aug 2025
Presidio Management Group XII, L.L.C. 13% $34,396,877 2,740,787 Casey M. Tansey 30 Sep 2025
Gilde Healthcare Holding B.V. 12% 2,380,482 Gilde Healthcare Holding B.V. 01 Aug 2025
LSV Associates II, LLC 9.3% $23,658,457 1,885,136 LSV Associates II, LLC 30 Sep 2025
cultivate(MD) Holdings, LLC 6.7% $17,110,595 1,363,394 cultivate(MD) Holdings, LLC 30 Sep 2025
Arboretum Ventures VI, L.P. 5.8% 1,163,891 Arboretum Ventures VI, L.P. 01 Aug 2025

As of 30 Sep 2025, 42 institutional investors reported holding 7,317,034 shares of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI). This represents 36% of the company’s total 20,270,280 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 19% 3,848,795 0% $48,302,377
DEERFIELD MANAGEMENT COMPANY, L.P. 2.4% 482,572 0.09% $6,056,279
Alyeska Investment Group, L.P. 2.2% 451,536 0.02% $5,666,777
SECTORAL ASSET MANAGEMENT INC 2.1% 430,282 3.3% $5,400,039
TimesSquare Capital Management, LLC 1.9% 382,367 0.07% $4,798,706
Sio Capital Management, LLC 1.7% 350,000 1.1% $4,392,500
BlackRock, Inc. 1.4% 277,373 0% $3,481,032
FEDERATED HERMES, INC. 0.99% 200,000 0% $2,510,000
VANGUARD GROUP INC 0.72% 146,268 0% $1,835,663
MARSHALL WACE, LLP 0.66% 132,888 0% $1,667,744
MORGAN STANLEY 0.57% 114,827 0% $1,441,080
GEODE CAPITAL MANAGEMENT, LLC 0.46% 94,045 0% $1,180,263
Walleye Capital LLC 0.35% 71,815 0.01% $901,278
CITADEL ADVISORS LLC 0.25% 50,000 0% $627,500
READYSTATE ASSET MANAGEMENT LP 0.2% 40,745 0.02% $511,350
Monashee Investment Management LLC 0.2% 40,000 0.25% $502,000
STATE STREET CORP 0.19% 38,781 0% $486,702
NORTHERN TRUST CORP 0.19% 38,136 0% $478,607
BANK OF AMERICA CORP /DE/ 0.13% 25,670 0% $322,159
OXFORD ASSET MANAGEMENT LLP 0.11% 21,634 0.1% $271,507
UBS Group AG 0.08% 17,027 0% $213,689
Board of Trustees of The Leland Stanford Junior University 0.07% 13,521 0.02% $169,689
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% 11,779 0% $147,826
DEUTSCHE BANK AG\ 0.04% 7,737 0% $97,099
BARCLAYS PLC 0.03% 6,735 0% $84,524

Institutional Holders of SHOULDER INNOVATIONS, INC. - Common Stock, par value $0.001 per share (SI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1 $15 +$15 $15.00 1
2025 Q3 7,317,034 $91,828,639 +$91,807,304 $12.55 42