Bill HoldingsBILL

13F holders, Q2 2024 (June 30)
337holders −39
60new positions
96sold out
9famous investors
$52.61avg. 13F price*

At the end of Q2 2024, 337 institutions reported holding Bill Holdings Inc. (BILL) in their 13F filings, down 39 from Q1 2024. 60 opened new positions and 96 sold out. The largest holders were T. Rowe Price Associates Inc. ($589.5M), Vanguard Group Inc. ($541.9M) and Morgan Stanley ($396.3M). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Cathie Wood (0.1% of ARK Investment Management's portfolio).

Company
Bill Holdings Inc.
CUSIP
090043100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 376Q1 2024Q2 2024: 337Q2 2024Q3 2024: 344Q3 2024Q4 2024: 412Q4 2024Q1 2025: 393Q1 2025Q2 2025: 370Q2 2025Q3 2025: 364Q3 2025Q4 2025: 366Q4 2025Q1 2026: 341Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions60$204.0M
Exits96$185.6M

All 13F filers, Q1 2024 → Q2 2024: 12,647,410 shares bought and 15,495,240 shares sold, net −2,847,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

T. Rowe Price Associates Inc. 0.07% Add +1.4% 11,203,000 $589.5M
Vanguard Group Inc. 0.01% Add +3.2% 10,298,540 $541.9M
Morgan Stanley 0.03% Reduce -2.1% 7,530,810 $396.3M
Temasek Holdings (Private) Ltd 1.37% No change 5,627,304 $296.1M
FMR LLC 0.02% Reduce -20.3% 5,605,787 $295.0M
BlackRock Inc. 0.01% Reduce -11.1% 4,939,349 $259.9M
Abdiel Capital Advisors, LP 12.83% Add +46.4% 3,454,823 $181.8M
Newlands Management Operations LLC 1.13% No change 2,620,062 $137.9M
State Street Corp. 0.00% Reduce -10.8% 1,853,284 $97.5M
Geode Capital Management, LLC 0.01% Add +1.6% 1,557,215 $82.0M
Ameriprise Financial Inc. 0.02% Add +2.6% 1,513,412 $79.6M
Parnassus Investments, LLC 0.17% New 1,512,361 $79.6M
Dimensional Fund Advisors LP 0.02% Add +70.7% 1,388,441 $73.0M
Pelion, Inc. 56.90% No change 1,314,493 $69.2M
Greenhouse Funds LLLP 3.51% Add +92.5% 1,271,477 $66.9M
D. E. Shaw & Co. 0.10% Add +63.9% 1,270,772 $66.9M
Wellington Management Group LLP 0.01% Add +55.4% 1,153,229 $60.7M
Citadel Advisors 0.06% Add +60.7% 1,141,084 $60.0M
JPMorgan Chase & Co. 0.01% Reduce -42.6% 1,133,515 $59.6M
Norges Bank 0.01% Reduce -14.9% 1,112,142 $58.5M
Voloridge Investment Management, LLC 0.18% Add +22.4% 925,458 $48.7M
Millennium Management 0.04% Reduce -41.2% 809,193 $42.6M
Eagle Asset Management Inc. 0.22% Reduce -8.2% 765,743 $40.4M
Marshall Wace, LLP 0.05% Add +13.9% 635,937 $33.5M
Charles Schwab Investment Management Inc. 0.01% Add +3.1% 616,577 $32.4M
Jackson Square Partners, LLC 1.91% Reduce -29.0% 594,262 $31.3M
Railway Pension Investments Ltd 0.35% Add +51.1% 549,946 $28.9M
Bank of New York Mellon Corp 0.01% Add +0.1% 546,531 $28.8M
Voya Investment Management LLC 0.03% Reduce -74.3% 515,304 $27.1M
Northern Trust Corp. 0.00% Reduce -1.5% 501,001 $26.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +48.7% 492,828 $25.9M
Armistice Capital, LLC 0.66% Add +43.7% 479,964 $25.3M
Two Sigma Investments, LP 0.06% Add +552.7% 474,495 $25.0M
Cubist Systematic Strategies, LLC 0.43% Add +192.5% 473,405 $24.9M
Nomura Holdings Inc. 0.14% Add +6841.7% 425,943 $22.4M
Point72 Asset Management 0.07% Add +393.5% 415,997 $21.9M
Bank of America Corp. 0.00% Reduce -37.4% 407,854 $21.5M
Light Street Capital Management, LLC 5.01% Add +36.6% 392,000 $20.6M
Tudor Investment Corporation 0.23% Add +57.6% 385,048 $20.3M
Two Sigma Advisers, LP 0.04% New 369,400 $19.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -37.6% 368,663 $19.4M
Clearline Capital LP 1.59% Add +201.6% 344,751 $18.1M
Amova Asset Management Americas, Inc. 0.21% Reduce -8.3% 337,815 $17.8M
Frontier Capital Management Co. LLC 0.17% Reduce -4.6% 329,316 $17.3M
Capital Fund Management S.A. 0.20% Add +0.9% 329,141 $17.3M
Worldquant Millennium Advisors LLC 0.15% Add +2760.2% 309,076 $16.3M
Alliancebernstein L.P. 0.01% Reduce -2.4% 306,700 $16.1M
North Reef Capital Management LP 0.74% New 305,000 $16.0M
Canada Pension Plan Investment Board 0.02% Add +223.9% 290,900 $15.3M
Summit Trail Advisors, LLC 0.39% Add +0.1% 280,927 $14.8M
Nuveen Asset Management, LLC 0.00% Add +0.1% 268,727 $14.1M
Balyasny Asset Management L.P. 0.04% New 267,617 $14.1M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -4.3% 262,940 $13.8M
Legal & General Group Plc 0.00% Reduce -22.8% 262,791 $13.8M
Aspiriant, LLC 0.56% Reduce 0.0% 262,105 $13.8M
Iridian Asset Management LLC 2.76% Add +58.8% 232,169 $12.2M
Goldman Sachs Group Inc. 0.00% Reduce -25.6% 228,198 $12.0M
Susquehanna International Group, LLP 0.02% Reduce -63.4% 226,942 $11.9M
Squarepoint Ops LLC 0.04% New 224,556 $11.8M
WCM Investment Management, LLC 0.03% Add +1.5% 232,758 $11.7M
Aquatic Capital Management LLC 0.41% Add +22.5% 210,900 $11.1M
UBS Group AG 0.00% Add +51.8% 210,006 $11.1M
Jane Street Group, LLC 0.01% Add +4.1% 206,515 $10.9M
ARK Investment Management 0.09% Reduce -15.5% 199,612 $10.5M
Baron Capital (BAMCO) 0.03% Reduce -11.3% 196,731 $10.4M
Swiss National Bank 0.01% Reduce -31.7% 196,600 $10.3M
American Century Companies Inc. 0.01% Add +0.4% 171,273 $9.0M
Phase 2 Partners, LLC 5.36% Reduce -9.8% 169,317 $8.9M
Natixis 0.05% New 163,124 $8.6M
California Public Employees Retirement System 0.01% Add +0.2% 140,786 $7.4M
Invesco Ltd. 0.00% Reduce -13.9% 140,536 $7.4M
Tikvah Management LLC 2.40% No change 139,551 $7.3M
Azora Capital LP 0.39% New 130,803 $6.9M
Walleye Capital LLC 0.08% Add +1354.0% 130,208 $6.9M
Holocene Advisors, LP 0.03% Reduce -21.9% 129,433 $6.8M
SQN Investors LP 4.63% Add +8.6% 119,791 $6.3M
Renaissance Technologies 0.01% Add +89.1% 117,600 $6.2M
Qube Research & Technologies Ltd 0.01% Add +449.9% 109,708 $5.8M
Cohen Capital Management, Inc. 0.99% Add +172.8% 109,046 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -14.7% 106,900 $5.6M
State Board of Administration of Florida Retirement System 0.01% Reduce -15.7% 105,342 $5.5M
Rhumbline Advisers 0.01% Reduce -10.7% 104,335 $5.5M
Sepio Capital, LP 0.49% No change 102,473 $5.4M
Bank of Montreal 0.00% Reduce -19.5% 101,959 $5.4M
California State Teachers Retirement System 0.01% Reduce -29.9% 97,696 $5.1M
Assenagon Asset Management S.A. 0.01% Add +23.4% 95,705 $5.0M
Invenomic Capital Management LP 0.26% New 94,469 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 92,545 $4.9M
Stanley-Laman Group, Ltd. 0.63% Reduce -9.1% 90,860 $4.8M
Formula Growth Ltd. 1.70% Add +97.8% 89,000 $4.7M
State of Wisconsin Investment Board 0.01% Add +73.6% 88,911 $4.7M
Carmignac Gestion 0.08% Reduce -87.0% 85,000 $4.5M
Peregrine Capital Management LLC 0.13% Reduce -6.4% 82,737 $4.4M
Engineers Gate Manager LP 0.09% Add +282.9% 77,640 $4.1M
Twinbeech Capital LP 0.08% New 77,517 $4.1M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -55.9% 72,876 $3.8M
AXA S.A. 0.01% Add +90.4% 72,644 $3.8M
CIBC Private Wealth Group LLC 0.01% Add +24.9% 72,228 $3.7M
New York State Common Retirement Fund 0.00% Reduce -7.2% 70,088 $3.7M
Berylson Capital Partners, LLC 9.42% Add +72.4% 70,000 $3.7M
Sei Investments Co. 0.01% Reduce -76.1% 69,385 $3.7M
ExodusPoint Capital Management, LP 0.04% Reduce -28.7% 66,361 $3.5M
Susquehanna Fundamental Investments, LLC 0.08% New 65,380 $3.4M
HSBC Holdings PLC 0.00% Reduce -58.9% 65,497 $3.4M
Quadrature Capital Ltd 0.06% New 62,606 $3.3M
Weiss Asset Management LP 0.26% Add +69.7% 61,865 $3.3M
Algert Global LLC 0.11% Add +602.3% 61,518 $3.2M
Amundi 0.00% Reduce -72.5% 60,128 $3.2M
Wolverine Trading, LLC 0.05% Reduce -27.4% 60,258 $3.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -9.6% 58,748 $3.1M
Taylor Frigon Capital Management LLC 1.39% Add +46.2% 55,536 $2.9M
Edgestream Partners, L.P. 0.14% New 54,878 $2.9M
Landscape Capital Management, L.L.C. 0.24% Add +624.8% 54,637 $2.9M
272 Capital LP 1.43% New 53,965 $2.8M
Walleye Trading LLC 0.06% New 53,924 $2.8M
Janus Henderson Group PLC 0.00% Add +470.8% 51,804 $2.7M
Royal Bank of Canada 0.00% Reduce -2.0% 51,768 $2.7M
Quantbot Technologies LP 0.13% Add +534.1% 51,081 $2.7M
Lecap Asset Management Ltd. 0.57% New 49,914 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.34% No change 46,218 $2.4M
PEAK6 Investments LLC 0.11% Reduce -2.4% 45,944 $2.4M
Treasurer of the State of North Carolina 0.01% Reduce -2.7% 44,566 $2.3M
Cresset Asset Management, LLC 0.01% Add +8.1% 43,647 $2.3M
Royal London Asset Management Ltd. 0.01% Reduce -0.2% 42,487 $2.2M
Apella Capital, LLC 0.10% Reduce 0.0% 43,750 $2.2M
Acadian Asset Management LLC 0.01% New 41,939 $2.2M
Graham Capital Management, L.P. 0.14% Add +292.0% 41,359 $2.2M
SG Americas Securities, LLC 0.01% Add +826.5% 41,043 $2.2M
Firsthand Capital Management, Inc. 4.16% Add +33.3% 40,000 $2.1M
Citigroup Inc. 0.00% Add +28.3% 40,451 $2.1M
Sherbrooke Park Advisers LLC 0.36% Add +82.7% 39,261 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 39,197 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -0.6% 39,046 $2.1M
Empower Advisory Group, LLC 0.01% No change 38,396 $2.0M
Centiva Capital, LP 0.10% New 37,580 $2.0M
Raymond James & Associates 0.00% Add +94.0% 37,527 $2.0M
Bayesian Capital Management, LP 0.22% Reduce -47.6% 36,400 $1.9M
PDT Partners, LLC 0.18% Add +30.1% 36,300 $1.9M
Jasper Ridge Partners, L.P. 0.06% No change 35,838 $1.9M
Royal Fund Management, LLC 0.25% Reduce -3.5% 35,400 $1.9M
Altiora Financial Group, LLC 0.44% Add +82.2% 34,612 $1.8M
Wells Fargo & Company 0.00% Reduce -11.8% 34,091 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -38.1% 33,260 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -5.5% 32,393 $1.7M
Verition Fund Management LLC 0.01% New 31,209 $1.6M
Two Sigma Securities, LLC 0.08% Add +195.2% 30,603 $1.6M
Fred Alger Management, LLC 0.01% Reduce -3.0% 30,158 $1.6M
Point72 (DIFC) Ltd 0.13% Add +889.8% 28,724 $1.5M
Paloma Partners Management Co 0.16% New 28,500 $1.5M
Boothbay Fund Management, LLC 0.05% Add +433.2% 28,242 $1.5M
Arizona State Retirement System 0.01% Add +5.8% 27,960 $1.5M
Magnetar Financial LLC 0.03% New 27,313 $1.4M
Illinois Municipal Retirement Fund 0.02% Add +132.1% 27,154 $1.4M
Qsemble Capital Management, LP 0.27% New 26,671 $1.4M
Macquarie Group Ltd. 0.00% Reduce -15.5% 25,769 $1.4M
Gilder Gagnon Howe & Co. LLC 0.02% Add +18.9% 24,370 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 24,134 $1.3M
Barclays PLC 0.00% Reduce -64.2% 23,934 $1.3M
Estate Counselors, LLC 0.13% No change 22,895 $1.2M
Franklin Resources Inc. 0.00% Reduce -99.2% 22,782 $1.2M
Shepherd Financial Partners LLC 0.15% Add +3.7% 22,292 $1.2M
Simplex Trading, LLC 0.04% Reduce -55.9% 21,866 $1.1M
Counterpoint Mutual Funds LLC 0.27% Add +413.7% 21,745 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +30.8% 21,466 $1.1M
Handelsbanken Fonder AB 0.00% No change 21,256 $1.1M
Bridgewater Associates 0.01% New 21,145 $1.1M
Old Well Partners, LLC 1.28% No change 20,600 $1.1M
Blair William & Co. 0.00% Add +4.5% 20,345 $1.1M
Quantinno Capital Management LP 0.02% Add +1.8% 19,008 $1.0M
XTX Topco Ltd 0.08% Add +141.1% 17,427 $917K
Utah Retirement Systems 0.01% Reduce -4.5% 16,910 $890K
Polianta Ltd 0.45% No change 16,800 $884K
Tower Research Capital LLC (TRC) 0.01% Add +633.8% 16,599 $873K
AlphaQuest LLC 0.12% Add +1380.4% 16,580 $872K
Crestline Management, L.P. 0.07% Add +9.4% 15,846 $834K
Petrus Trust Company, LTA 0.08% Add +411.9% 15,710 $827K
Versor Investments LP 0.15% Add +264.8% 15,688 $826K
Archford Capital Strategies, LLC 0.13% Add +24.0% 15,515 $816K
Dark Forest Capital Management LP 0.15% Add +166.1% 15,290 $805K
Stansberry Asset Management, LLC 0.11% Reduce -4.4% 15,046 $792K
Schonfeld Strategic Advisors LLC 0.01% Reduce -95.2% 14,622 $769K
Barton Investment Management 0.10% Reduce -3.1% 14,053 $739K
Korea Investment CORP 0.00% Reduce -34.1% 13,995 $736K
Calamos Advisors LLC 0.01% Add +4.0% 13,987 $736K
Deutsche Bank AG 0.00% Reduce -91.0% 13,505 $711K
Seven Eight Capital, LP 0.07% New 13,339 $702K
Victory Capital Management Inc. 0.00% Reduce -0.7% 13,116 $690K
Commonwealth Equity Services, LLC 0.00% Add +42.8% 12,839 $676K
Sand Hill Global Advisors, LLC 0.03% New 12,608 $663K
Pictet Asset Management Holding SA 0.00% Reduce -63.8% 12,608 $663K
Jefferies Financial Group Inc. 0.01% New 12,560 $661K
New York Life Investment Management LLC 0.01% Add +10.0% 12,308 $648K
River Global Investors LLP 0.18% Reduce -1.5% 12,278 $646K
LPL Financial LLC 0.00% Add +16.7% 12,255 $645K
Group One Trading LLC 0.02% Add +2879.2% 11,887 $625K
Envestnet Asset Management Inc. 0.00% Reduce -37.6% 11,858 $624K
Nomura Asset Management Co. Ltd. 0.00% Reduce -67.2% 11,541 $607K
Chicago Partners Investment Group LLC 0.02% Add +49.7% 11,335 $593K
Achmea Investment Management B.V. 0.01% New 11,167 $587K
Mariner, LLC 0.00% Reduce -6.0% 10,875 $572K
GTS Securities LLC 0.01% Reduce -64.0% 10,585 $557K
Public Employees Retirement Association of Colorado 0.00% No change 10,529 $554K
Caption Management, LLC 0.06% New 10,300 $542K
Ieq Capital, LLC 0.01% Reduce -5.0% 10,294 $542K
Y-Intercept (Hong Kong) Ltd 0.03% New 10,232 $538K
Man Group plc 0.00% Add +73.8% 9,784 $515K
Manchester Capital Management LLC 0.06% Reduce -0.4% 9,773 $514K
Aberdeen Group plc 0.00% Reduce -72.3% 9,692 $510K
LMR Partners LLP 0.01% Reduce -92.1% 9,608 $506K
Scientech Research LLC 0.10% New 9,304 $490K
Catalyst Funds Management Pty Ltd 0.13% New 9,300 $489K
Fox Run Management, L.L.C. 0.08% Reduce -48.0% 8,440 $444K
Capula Management Ltd 0.01% New 8,415 $443K
Principal Financial Group Inc. 0.00% Reduce -7.2% 7,947 $418K
Maryland State Retirement & Pension System 0.01% No change 7,829 $412K
Aigen Investment Management, LP 0.08% New 7,800 $410K
Institute for Wealth Management, LLC. 0.05% Add +4.4% 7,670 $404K
HighTower Advisors, LLC 0.00% Add +3.4% 7,271 $382K
Grandeur Peak Global Advisors, LLC 0.03% Reduce -46.0% 7,050 $371K
Private Advisor Group, LLC 0.00% Reduce -13.7% 6,817 $359K
Vontobel Holding Ltd. 0.00% Reduce -18.9% 6,806 $358K
US Bancorp \de 0.00% Reduce -22.7% 6,438 $339K
Russell Investments Group, Ltd. 0.00% Reduce -76.8% 6,414 $338K
Gsa Capital Partners LLP 0.02% Add +112.2% 6,239 $328K
Xponance LLC 0.00% Reduce -25.3% 6,134 $323K
Amalgamated Bank 0.00% Add +0.7% 5,999 $316K
Capstone Investment Advisors, LLC 0.01% Add +36.9% 6,001 $316K
Quent Capital, LLC 0.03% Reduce -2.6% 5,907 $311K
Teacher Retirement System of Texas 0.00% New 5,796 $305K
Himension Capital (singapore) Pte. LTD. 0.02% New 5,636 $297K
Prudential Financial Inc. 0.00% Reduce -1.9% 5,570 $293K
M&T Bank Corp 0.00% Reduce -11.1% 5,401 $284K
Plato Investment Management Ltd 0.03% No change 5,339 $281K
nVerses Capital, LLC 0.17% New 5,300 $279K
Schroder Investment Management Group 0.00% Reduce -5.9% 5,263 $277K
Vident Advisory, LLC 0.01% New 5,217 $275K
Trexquant Investment LP 0.00% New 5,162 $272K
Campbell & CO Investment Adviser LLC 0.02% Add +19.3% 5,156 $271K
Point72 Asia (Singapore) Pte. Ltd. 0.06% New 5,098 $268K
Oxford Asset Management LLP 0.26% New 4,915 $259K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 4,929 $256K
Point72 Hong Kong Ltd 0.02% Add +221.5% 4,800 $253K
Tidal Investments LLC 0.00% Add +13.6% 4,473 $235K
Guggenheim Capital LLC 0.00% Add +43.7% 4,428 $233K
Hudock, Inc. 0.04% New 4,387 $231K
Robeco Institutional Asset Management B.V. 0.00% Add +23.1% 4,364 $230K
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.00% — 4,047 $213K
Palisade Capital Management, LP 0.01% Add +23.1% 4,000 $210K
Joel Isaacson & Co., LLC 0.01% Reduce -1.5% 3,952 $208K
Aviva PLC 0.00% Reduce -90.2% 3,813 $201K
Lazard Asset Management LLC 0.00% Add +65.0% 3,757 $197K
KBC Group NV 0.00% Reduce -69.6% 3,351 $177K
Storebrand Asset Management As 0.00% Reduce -83.5% 3,277 $172K
Federated Hermes, Inc. 0.00% Add +113.3% 3,108 $164K
MetLife Investment Management, LLC 0.00% Add +50.8% 3,015 $159K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.3% 2,934 $154K
Leonteq Securities AG 0.02% Reduce -59.4% 2,673 $141K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -94.4% 2,553 $134K
Osaic Holdings, Inc. 0.00% Reduce -15.7% 2,033 $107K
Comerica Bank 0.00% Reduce -18.9% 1,985 $104K
Covestor Ltd 0.06% Add +0.5% 1,648 $87K
Corebridge Financial, Inc. 0.00% — 1,098 $58K
Asset Management One Co., Ltd. 0.00% Reduce -97.2% 1,062 $56K
Versant Capital Management, Inc 0.01% New 873 $46K
Advisors Asset Management, Inc. 0.00% Add +28.0% 842 $44K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 807 $42K
Cwm, LLC 0.00% Add +9.9% 688 $36K
IFP Advisors, Inc 0.00% Add +156.8% 678 $36K
Quarry LP 0.01% Reduce -33.3% 656 $35K
PNC Financial Services Group, Inc. 0.00% Add +30.6% 649 $34K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -43.2% 461 $25K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.9% 369 $19K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -98.0% 367 $19K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.8% 362 $19K
Arax Advisory Partners 0.00% Reduce -8.2% 334 $18K
State of Wyoming 0.00% New 310 $16K
Lindbrook Capital, LLC 0.00% Add +102.7% 302 $16K
Jones Financial Companies LLLP 0.00% New 300 $16K
Venturi Wealth Management, LLC 0.00% Add +40.6% 270 $14K
Clearstead Advisors, LLC 0.00% New 258 $14K
Blue Trust, Inc. 0.00% New 151 $10K
CI Investments Inc. 0.00% Reduce -6.5% 186 $10K
Signaturefd, LLC 0.00% Add +256.5% 164 $9K
Hilltop National Bank 0.00% No change 135 $7K
Crewe Advisors LLC 0.00% No change 134 $7K
RFP Financial Group LLC 0.00% No change 127 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 127 $7K
Global Retirement Partners, LLC 0.00% Reduce -26.6% 127 $7K
GAMMA Investing LLC 0.00% Add +17.9% 125 $7K
Coppell Advisory Solutions LLC 0.00% — 122 $6K
Arlington Trust Co LLC 0.00% No change 118 $6K
Parallel Advisors, LLC 0.00% Reduce -76.4% 116 $6K
Rakuten Securities, Inc. 0.00% Add +34.1% 114 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 100 $5K
AdvisorNet Financial, Inc 0.00% Reduce -18.1% 95 $5K
Allworth Financial LP 0.00% Reduce -11.5% 85 $5K
Tucker Asset Management LLC 0.00% New 85 $4K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -43.0% 73 $4K
EverSource Wealth Advisors, LLC 0.00% Add +18.0% 72 $4K
Parkside Financial Bank & Trust 0.00% Add +53.7% 63 $3K
Harbour Investments, Inc. 0.00% Add +250.0% 56 $3K
VitalStone Financial, LLC 0.00% New 49 $3K
Farther Finance Advisors, LLC 0.00% Reduce -26.1% 48 $3K
Armstrong Advisory Group, Inc. 0.00% No change 43 $2K
First Horizon Advisors, Inc. 0.00% No change 42 $2K
Sachetta, LLC 0.00% New 40 $2K
Valley National Advisers Inc. 0.00% Add +200.0% 45 $2K
Harvest Fund Management Co., Ltd 0.00% No change 47 $2K
Castleview Partners, LLC 0.00% New 25 $1K
Atticus Wealth Management, LLC 0.00% No change 24 $1K
Smartleaf Asset Management LLC 0.00% Add +316.7% 25 $1K
Bruce G. Allen Investments, LLC 0.00% New 22 $1K
Private Wealth Management Group, LLC 0.00% Add +40.0% 21 $1K
Fifth Third Bancorp 0.00% Reduce -99.6% 17 $895
Concourse Financial Group Securities, Inc. 0.00% Reduce -69.1% 17 $894
Hobbs Group Advisors, LLC 0.00% — 200 $860
Principal Securities, Inc. 0.00% Reduce -70.2% 14 $737
JFS Wealth Advisors, LLC 0.00% Reduce -7.1% 13 $685
Glen Eagle Advisors, LLC 0.00% New 13 $684
Raffa Wealth Management, LLC 0.00% No change 11 $579
Institutional & Family Asset Management, LLC 0.00% No change 11 $579
Quadrant Capital Group LLC 0.00% Reduce -65.5% 10 $527
MassMutual Private Wealth & Trust, FSB 0.00% New 10 $526
Kelly Financial Services LLC 0.00% Reduce -52.6% 9 $474
Bell Investment Advisors, Inc 0.00% Reduce -43.8% 9 $474
TFC Financial Management, Inc. 0.00% New 8 $421
Opal Wealth Advisors, LLC 0.00% New 6 $316
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 6 $316
DiNuzzo Private Wealth, Inc. 0.00% Reduce -14.3% 6 $316
Cullen/Frost Bankers, Inc. 0.00% Reduce -92.9% 4 $210
Huntington National Bank 0.00% Reduce -98.7% 4 $210
TD Waterhouse Canada Inc. 0.00% Reduce -99.8% 3 $159
MV Capital Management, Inc. 0.00% Add +200.0% 3 $158
Mather Group, Llc. 0.00% New 2 $137
Gradient Investments LLC 0.00% No change 2 $105
Innealta Capital, LLC 0.00% New 1 $53
Capital Advisors, Ltd. LLC 0.00% New 9 $0

"% of holder's portfolio" is BILL's weight in each manager's 13F, not the share of Bill Holdings Inc. the manager owns.