Who owns SHF Holdings, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
M3 Funds, LLC: 4.8% · 308,000 shares — M3 Partners, LP: 4.8% · 308,000 shares — M3F, Inc.: 4.8% · 308,000 shares
M3 Funds, LLC: 10.0% · 308,000 shares — M3 Partners, LP: 10.0% · 308,000 shares — M3F, Inc.: 10.0% · 308,000 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of SHF Holdings, Inc. they hold. Together these 22 managers report 9.17% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| M3F, Inc. | $74K | 308,000 | 0.02% | 2.50% | June 30, 2026 |
| T3 Companies, LLC | $72.9K | 87,800 | 0.09% | 0.71% | March 31, 2026 |
20 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 4 funds hold 0.25% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Fidelity Extended Market Index Fund | $18.5K | 0.00% | 0.16% | February 28, 2026 |
| Fidelity Series Total Market Index Fund | $1.98K | 0.00% | 0.02% | February 28, 2026 |
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