Bill HoldingsBILL

13F holders, Q3 2024 (September 30)
344holders +7
69new positions
62sold out
10famous investors
$52.82avg. 13F price*

At the end of Q3 2024, 344 institutions reported holding Bill Holdings Inc. (BILL) in their 13F filings, up 7 from Q2 2024. 69 opened new positions and 62 sold out. The largest holders were T. Rowe Price Associates Inc. ($614.0M), Vanguard Group Inc. ($569.0M) and Morgan Stanley ($412.1M). 10 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Cathie Wood (0.1% of ARK Investment Management's portfolio) and Steve Cohen (0.1% of Point72 Asset 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions69$149.1M
Exits62$171.8M

All 13F filers, Q2 2024 → Q3 2024: 11,503,097 shares bought and 12,972,307 shares sold, net −1,469,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

T. Rowe Price Associates Inc. 0.07% Add +3.9% 11,638,016 $614.0M
Vanguard Group Inc. 0.01% Add +4.7% 10,785,465 $569.0M
Morgan Stanley 0.03% Add +3.7% 7,810,859 $412.1M
Temasek Holdings (Private) Ltd 1.20% No change 5,627,304 $296.9M
Abdiel Capital Advisors, LP 16.33% Add +48.2% 5,121,139 $270.2M
BlackRock, Inc. 0.01% — 4,933,930 $260.3M
FMR LLC 0.01% Reduce -43.6% 3,160,371 $166.7M
Newlands Management Operations LLC 1.00% No change 2,620,062 $138.2M
State Street Corp. 0.00% Reduce -0.8% 1,838,769 $97.0M
Ameriprise Financial Inc. 0.02% Add +9.9% 1,663,431 $87.8M
Geode Capital Management, LLC 0.01% Reduce -3.5% 1,503,287 $79.3M
Greenhouse Funds LLLP 3.61% Add +9.0% 1,385,615 $73.1M
Dimensional Fund Advisors LP 0.02% Reduce -4.5% 1,326,321 $70.0M
Pelion, Inc. 48.14% No change 1,314,493 $69.4M
Norges Bank 0.01% Reduce -0.6% 1,106,059 $58.4M
Wellington Management Group LLP 0.01% Reduce -20.4% 918,065 $48.4M
Charles Schwab Investment Management Inc. 0.01% Add +45.3% 895,833 $47.3M
D. E. Shaw & Co. 0.07% Reduce -29.5% 895,541 $47.2M
Millennium Management 0.04% Add +2.3% 827,761 $43.7M
Renaissance Technologies 0.06% Add +560.7% 777,000 $41.0M
Arrowstreet Capital, Limited Partnership 0.03% New 757,584 $40.0M
Voloridge Investment Management, LLC 0.14% Reduce -18.6% 753,354 $39.7M
UBS Group AG 0.01% Add +250.0% 734,983 $38.8M
Two Sigma Advisers, LP 0.09% Add +87.0% 690,800 $36.4M
Citadel Advisors 0.04% Reduce -43.7% 642,160 $33.9M
Two Sigma Investments, LP 0.08% Add +29.3% 613,670 $32.4M
Frontier Capital Management Co. LLC 0.30% Add +86.2% 613,205 $32.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +23.4% 607,959 $32.1M
Railway Pension Investments Ltd 0.35% No change 549,946 $29.0M
Bank of New York Mellon Corp 0.01% Reduce -2.5% 532,913 $28.1M
Bank of America Corp. 0.00% Add +15.5% 470,940 $24.8M
Northern Trust Corp. 0.00% Reduce -10.6% 448,077 $23.6M
Federated Hermes, Inc. 0.05% Add +14236.6% 445,582 $23.5M
T. Rowe Price Investment Management, Inc. 0.01% New 431,707 $22.8M
Point72 Asset Management 0.08% Add +1.6% 422,594 $22.3M
Trexquant Investment LP 0.27% Add +7670.5% 401,112 $21.2M
Jackson Square Partners, LLC 1.76% Reduce -35.1% 385,882 $20.4M
Assenagon Asset Management S.A. 0.04% Add +297.7% 380,640 $20.1M
Light Street Capital Management, LLC 4.88% Reduce -4.8% 373,366 $19.7M
Tudor Investment Corporation 0.21% Reduce -6.1% 361,396 $19.1M
Canada Pension Plan Investment Board 0.02% Add +23.2% 358,321 $18.9M
Cubist Systematic Strategies, LLC 0.26% Reduce -30.7% 328,110 $17.3M
Amova Asset Management Americas, Inc. 0.19% Reduce -4.8% 321,761 $17.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -12.7% 321,761 $17.0M
Marshall Wace, LLP 0.02% Reduce -52.7% 300,847 $15.9M
WCM Investment Management, LLC 0.04% Add +26.4% 294,229 $15.6M
Iridian Asset Management LLC 3.33% Add +26.9% 294,668 $15.5M
North Reef Capital Management LP 0.71% Reduce -4.9% 290,000 $15.3M
Invenomic Capital Management LP 0.84% Add +204.1% 287,245 $15.2M
Summit Trail Advisors, LLC 0.37% Add +0.0% 280,987 $14.8M
JPMorgan Chase & Co. 0.00% Reduce -75.9% 273,578 $14.4M
Eagle Asset Management Inc. 0.07% Reduce -76.3% 181,722 $14.0M
Nuveen Asset Management, LLC 0.00% Reduce -1.7% 264,088 $13.9M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -1.3% 259,554 $13.7M
Goldman Sachs Group Inc. 0.00% Reduce -0.6% 226,768 $12.0M
Armistice Capital, LLC 0.28% Reduce -57.3% 204,776 $10.8M
Amundi 0.00% Add +227.9% 197,155 $10.6M
Swiss National Bank 0.01% Add +0.1% 196,900 $10.4M
Baron Capital (BAMCO) 0.03% Reduce -0.2% 196,261 $10.4M
Squarepoint Ops LLC 0.03% Reduce -13.2% 194,885 $10.3M
ARK Investment Management 0.09% Reduce -9.2% 181,319 $9.6M
California Public Employees Retirement System 0.01% Add +19.8% 168,590 $8.9M
Qube Research & Technologies Ltd 0.02% Add +49.3% 163,812 $8.6M
Ivy Lane Capital Management, LLC 4.77% New 160,000 $8.4M
Weiss Asset Management LP 0.31% Add +156.1% 158,405 $8.4M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +531.0% 152,282 $8.0M
Telemark Asset Management, LLC 0.80% New 150,000 $7.9M
Capital Fund Management S.A. 0.09% Reduce -55.0% 148,140 $7.8M
Invesco Ltd. 0.00% Reduce -0.2% 140,263 $7.4M
Tikvah Management LLC 2.34% No change 139,551 $7.4M
Walleye Capital LLC 0.09% Add +6.3% 138,419 $7.3M
Susquehanna International Group, LLP 0.01% Reduce -42.0% 131,684 $6.9M
Aquatic Capital Management LLC 0.18% Reduce -38.4% 130,000 $6.9M
Royal Bank of Canada 0.00% Add +150.9% 129,892 $6.9M
Schonfeld Strategic Advisors LLC 0.06% Add +783.7% 129,209 $6.8M
Bridgewater Associates 0.04% Add +504.0% 127,721 $6.7M
Nomura Holdings Inc. 0.05% Reduce -71.8% 120,191 $6.3M
CANADA LIFE ASSURANCE Co 0.01% Add +7.9% 115,342 $6.1M
Formula Growth Ltd. 2.07% Add +28.1% 114,000 $6.0M
State of Wisconsin Investment Board 0.01% Add +22.4% 108,817 $5.7M
ExodusPoint Capital Management, LP 0.06% Add +63.0% 108,192 $5.7M
Legal & General Group Plc 0.00% Reduce -59.2% 107,298 $5.7M
Blair William & Co. 0.02% Add +427.1% 107,249 $5.7M
Quantinno Capital Management LP 0.07% Add +462.4% 106,904 $5.6M
Rhumbline Advisers 0.01% Add +2.4% 106,845 $5.6M
State Board of Administration of Florida Retirement System 0.01% No change 105,342 $5.6M
Peregrine Capital Management LLC 0.16% Add +24.8% 103,287 $5.4M
Sepio Capital, LP 0.42% Reduce 0.0% 102,468 $5.4M
Pier Capital, LLC 0.76% New 102,353 $5.4M
California State Teachers Retirement System 0.01% Reduce -2.2% 95,550 $5.0M
ING Groep NV 0.03% New 92,800 $4.9M
Tairen Capital Ltd 0.17% New 80,473 $4.7M
Engineers Gate Manager LP 0.09% Add +10.4% 85,746 $4.5M
Clearline Capital LP 0.39% Reduce -76.0% 82,811 $4.4M
Cohen Capital Management, Inc. 0.70% Reduce -24.5% 82,350 $4.3M
AXA S.A. 0.01% Add +11.9% 81,261 $4.3M
LMR Partners LLP 0.12% Add +728.6% 79,608 $4.2M
HRT Financial LP 0.02% New 79,534 $4.2M
Stanley-Laman Group, Ltd. 0.54% Reduce -12.7% 79,365 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -14.8% 78,840 $4.2M
Gillson Capital LP 0.36% New 75,199 $4.0M
Thames Capital Management LLC 1.15% New 69,848 $3.7M
Algert Global LLC 0.10% Add +11.9% 68,818 $3.6M
Citigroup Inc. 0.00% Add +70.0% 68,772 $3.6M
LPL Financial LLC 0.00% Add +441.7% 66,380 $3.5M
Holocene Advisors, LP 0.01% Reduce -48.8% 66,215 $3.5M
Natixis Advisors, LLC 0.01% New 63,808 $3.4M
Cresset Asset Management, LLC 0.01% Add +45.6% 63,539 $3.4M
Private Advisory Group LLC 0.42% New 63,390 $3.3M
Aspiriant, LLC 0.12% Reduce -76.3% 62,105 $3.3M
Twenty Acre Capital LP 2.96% New 61,000 $3.2M
Manufacturers Life Insurance Company, The 0.00% Add +2.3% 60,090 $3.2M
PDT Partners, LLC 0.28% Add +63.3% 59,264 $3.1M
Adage Capital Partners Gp, L.L.C. 0.01% New 59,013 $3.1M
Alliancebernstein L.P. 0.00% Reduce -80.8% 58,946 $3.1M
Bank of Montreal 0.00% Reduce -43.3% 57,849 $3.1M
Agf Management Ltd. 0.02% New 57,984 $3.1M
Aigen Investment Management, LP 0.58% Add +612.3% 55,561 $2.9M
New York State Common Retirement Fund 0.00% Reduce -21.3% 55,140 $2.9M
Jane Street Group, LLC 0.00% Reduce -74.2% 53,345 $2.8M
Illinois Municipal Retirement Fund 0.04% Add +94.1% 52,699 $2.8M
272 Capital LP 1.57% Reduce -3.5% 52,076 $2.7M
Soviero Asset Management, LP 2.76% New 52,000 $2.7M
Wells Fargo & Company 0.00% Add +50.9% 51,437 $2.7M
Lecap Asset Management Ltd. 0.59% Add +2.9% 51,376 $2.7M
Taylor Frigon Capital Management LLC 1.33% Reduce -9.2% 50,456 $2.7M
Readystate Asset Management LP 0.33% New 50,000 $2.6M
Janus Henderson Group PLC 0.00% Reduce -6.5% 48,445 $2.6M
Verition Fund Management LLC 0.02% Add +49.9% 46,773 $2.5M
Laird Norton Wetherby Trust Company, LLC 0.32% No change 46,218 $2.4M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 46,021 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Add +42.1% 46,021 $2.4M
Barclays PLC 0.00% Add +87.9% 44,966 $2.4M
Berylson Capital Partners, LLC 5.74% Reduce -36.0% 44,800 $2.4M
Treasurer of the State of North Carolina 0.01% Add +0.4% 44,746 $2.4M
Walleye Trading LLC 0.06% Reduce -19.1% 43,615 $2.3M
Apella Capital, LLC 0.09% Add +0.1% 43,797 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -42.3% 41,647 $2.2M
Man Group plc 0.01% Add +319.5% 41,046 $2.2M
Voya Investment Management LLC 0.00% Reduce -92.2% 40,086 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +1.7% 39,855 $2.1M
Empower Advisory Group, LLC 0.01% No change 38,396 $2.0M
Dark Forest Capital Management LP 0.25% Add +137.8% 36,365 $1.9M
Jasper Ridge Partners, L.P. 0.05% Reduce -0.2% 35,762 $1.9M
Boothbay Fund Management, LLC 0.06% Add +25.3% 35,389 $1.9M
Group One Trading LLC 0.07% Add +192.2% 34,728 $1.8M
Altiora Financial Group, LLC 0.40% No change 34,612 $1.8M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -55.3% 32,585 $1.7M
Bayesian Capital Management, LP 0.20% Reduce -11.0% 32,400 $1.7M
Macquarie Group Ltd. 0.00% Add +25.6% 32,356 $1.7M
Fox Run Management, L.L.C. 0.38% Add +281.8% 32,220 $1.7M
HSBC Holdings PLC 0.00% Reduce -51.2% 31,963 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -4.1% 31,910 $1.7M
Arizona PSPRS Trust 0.07% New 31,500 $1.7M
Royal Fund Management, LLC 0.11% Reduce -13.6% 30,600 $1.6M
Sei Investments Co. 0.00% Reduce -56.0% 30,562 $1.6M
AQR Capital Management 0.00% New 29,815 $1.6M
Fred Alger Management, LLC 0.01% Reduce -1.4% 29,728 $1.6M
National Bank of Canada 0.00% New 29,100 $1.5M
Arizona State Retirement System 0.01% Add +3.8% 29,034 $1.5M
American Century Companies Inc. 0.00% Reduce -83.3% 28,686 $1.5M
Handelsbanken Fonder AB 0.01% Add +27.8% 27,156 $1.4M
Wolverine Trading, LLC 0.04% Reduce -55.3% 26,930 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 26,300 $1.4M
Jump Financial, LLC 0.03% New 25,000 $1.3M
Franklin Resources Inc. 0.00% Add +1.2% 23,060 $1.3M
Twin Tree Management, LP 0.03% New 24,233 $1.3M
Scientech Research LLC 0.25% Add +159.0% 24,094 $1.3M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -1.2% 24,077 $1.3M
Quadrature Capital Ltd 0.03% Reduce -63.8% 22,697 $1.2M
Comerica Bank 0.00% Add +1040.2% 22,633 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.1% 22,348 $1.2M
GTS Securities LLC 0.02% Add +109.8% 22,209 $1.2M
Deutsche Bank AG 0.00% Add +62.8% 21,979 $1.2M
Archford Capital Strategies, LLC 0.17% Add +32.2% 20,515 $1.1M
Teza Capital Management LLC 0.12% New 21,037 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.70% New 21,000 $1.1M
Old Well Partners, LLC 2.35% No change 20,600 $1.1M
Totem Point Management, LLC 1.13% New 20,326 $1.1M
Diker Management LLC 0.84% New 20,000 $1.1M
Graham Capital Management, L.P. 0.05% Reduce -53.8% 19,103 $1.0M
Versor Investments LP 0.16% Add +20.7% 18,940 $999K
Benjamin Edwards Inc. 0.01% New 18,898 $997K
Quantbot Technologies LP 0.04% Reduce -64.4% 18,206 $961K
Mariner, LLC 0.00% Add +58.1% 17,198 $907K
Shepherd Financial Partners LLC 0.11% Reduce -24.1% 16,917 $893K
Y-Intercept (Hong Kong) Ltd 0.05% Add +62.1% 16,587 $875K
Centiva Capital, LP 0.04% Reduce -56.2% 16,473 $869K
Raymond James & Associates 0.00% Reduce -57.5% 15,935 $841K
Dynamic Technology Lab Private Ltd 0.09% New 15,534 $820K
Envestnet Asset Management Inc. 0.00% Add +29.3% 15,328 $809K
Chicago Partners Investment Group LLC 0.03% Add +27.5% 14,457 $800K
Stansberry Asset Management, LLC 0.10% Reduce -5.6% 14,197 $749K
Barton Investment Management 0.09% Add +1.0% 14,195 $749K
Point72 (DIFC) Ltd 0.06% Reduce -50.7% 14,149 $746K
Pictet Asset Management Holding SA 0.00% Add +6.0% 13,371 $706K
TD Asset Management Inc 0.00% New 13,200 $702K
Victory Capital Management Inc. 0.00% Reduce -1.0% 12,983 $685K
Sand Hill Global Advisors, LLC 0.03% No change 12,608 $665K
Gsa Capital Partners LLP 0.05% Add +97.8% 12,342 $651K
River Global Investors LLP 0.14% Reduce -0.4% 12,226 $645K
Prana Capital Management, LP 0.03% New 12,056 $636K
Public Employees Retirement Association of Colorado 0.00% No change 10,529 $556K
Korea Investment CORP 0.00% Reduce -26.4% 10,301 $543K
Washington Harbour Partners LP 0.95% New 10,100 $533K
Ieq Capital, LLC 0.01% Reduce -3.1% 9,975 $526K
Manchester Capital Management LLC 0.06% No change 9,773 $516K
Bridgefront Capital, LLC 0.18% New 8,845 $467K
Landscape Capital Management, L.L.C. 0.05% Reduce -84.1% 8,676 $458K
Teacher Retirement System of Texas 0.00% Add +44.4% 8,370 $442K
WoodTrust Financial Corp 0.06% New 8,000 $422K
Bank of Nova Scotia 0.00% New 7,962 $420K
HighTower Advisors, LLC 0.00% Add +7.1% 7,784 $411K
Sciencast Management LP 0.12% New 7,648 $404K
PEAK6 Investments LLC 0.02% Reduce -83.8% 7,445 $393K
Principal Financial Group Inc. 0.00% Reduce -7.0% 7,387 $390K
Institute for Wealth Management, LLC. 0.05% Reduce -3.9% 7,370 $389K
Edgestream Partners, L.P. 0.02% Reduce -86.9% 7,168 $378K
Allianz Asset Management GmbH 0.00% New 6,900 $364K
DekaBank Deutsche Girozentrale 0.00% New 6,791 $358K
Private Advisor Group, LLC 0.00% Reduce -0.6% 6,779 $358K
Lazard Asset Management LLC 0.00% Add +78.7% 6,714 $354K
Vontobel Holding Ltd. 0.00% Reduce -2.6% 6,630 $350K
M&T Bank Corp 0.00% Add +22.5% 6,615 $349K
US Bancorp \de 0.00% Reduce -1.3% 6,355 $335K
Xponance LLC 0.00% Reduce -0.3% 6,114 $323K
Quent Capital, LLC 0.03% No change 5,907 $312K
Maryland State Retirement & Pension System 0.01% Reduce -25.3% 5,849 $309K
Amalgamated Bank 0.00% Reduce -3.8% 5,769 $304K
Oppenheimer & Co. Inc. 0.00% New 5,743 $303K
Utah Retirement Systems 0.00% Reduce -67.5% 5,500 $290K
AlphaQuest LLC 0.03% Reduce -66.9% 5,486 $289K
Vanguard Personalized Indexing Management, LLC 0.00% New 5,360 $283K
Washington Capital Management, Inc. 0.21% New 5,200 $274K
Empowered Funds, LLC 0.00% New 5,117 $270K
Prudential Financial Inc. 0.00% Reduce -10.5% 4,985 $263K
Oak Thistle LLC 0.08% New 4,856 $256K
Petrus Trust Company, LTA 0.02% Reduce -70.1% 4,703 $248K
Tempus Wealth Planning, LLC 0.09% New 4,653 $245K
Tidal Investments LLC 0.00% Add +0.9% 4,515 $238K
Aaron Wealth Advisors LLC 0.03% New 4,163 $220K
West Tower Group, LLC 0.45% New 4,000 $211K
Shell Asset Management Co. 0.01% — 3,945 $208K
Joel Isaacson & Co., LLC 0.01% Reduce -1.8% 3,880 $205K
Cerity Partners LLC 0.00% New 3,815 $201K
Russell Investments Group, Ltd. 0.00% Reduce -42.4% 3,695 $195K
Sterling Capital Management LLC 0.00% — 3,396 $179K
KBC Group NV 0.00% Reduce -6.9% 3,120 $165K
Osaic Holdings, Inc. 0.00% Add +50.1% 3,052 $161K
MetLife Investment Management, LLC 0.00% Reduce -2.0% 2,954 $156K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.6% 2,652 $140K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -2.3% 2,495 $132K
Storebrand Asset Management As 0.00% Reduce -24.9% 2,461 $130K
Grandeur Peak Global Advisors, LLC 0.01% Reduce -67.2% 2,310 $122K
SG Americas Securities, LLC 0.00% Reduce -95.2% 1,958 $103K
Blue Trust, Inc. 0.00% Add +1167.5% 1,914 $101K
Covestor Ltd 0.06% Add +15.1% 1,897 $100K
Point72 Hong Kong Ltd 0.01% Reduce -64.3% 1,712 $90K
Danske Bank A/S 0.00% New 1,500 $79K
Venturi Wealth Management, LLC 0.00% Add +377.8% 1,290 $68K
Versant Capital Management, Inc 0.02% Add +46.0% 1,275 $67K
Advisors Asset Management, Inc. 0.00% Add +30.8% 1,101 $58K
Corebridge Financial, Inc. 0.00% Reduce -3.2% 1,063 $56K
Asset Management One Co., Ltd. 0.00% Reduce -4.0% 1,019 $54K
Cwm, LLC 0.00% Add +30.1% 895 $47K
Acadian Asset Management LLC 0.00% Reduce -97.9% 864 $45K
FNY Investment Advisers, LLC 0.02% New 795 $41K
Arax Advisory Partners 0.00% Add +132.6% 777 $41K
Quarry LP 0.01% Add +16.6% 765 $40K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.3% 740 $39K
Leonteq Securities AG 0.00% Reduce -74.2% 689 $36K
Schroder Investment Management Group 0.00% Reduce -87.4% 662 $35K
Lindbrook Capital, LLC 0.00% Add +100.7% 606 $32K
PNC Financial Services Group, Inc. 0.00% Reduce -11.7% 573 $30K
Brooklyn Investment Group 0.01% New 523 $28K
Plato Investment Management Ltd 0.00% Reduce -90.9% 488 $26K
Hilltop National Bank 0.01% Add +247.4% 469 $25K
Allworth Financial LP 0.00% Add +437.6% 457 $24K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +22.4% 443 $23K
Caption Management, LLC 0.00% Reduce -96.0% 416 $22K
Catalyst Funds Management Pty Ltd 0.00% Reduce -95.7% 400 $21K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.7% 388 $20K
Allspring Global Investments Holdings, LLC 0.00% Add +4.3% 385 $20K
Nomura Asset Management Co. Ltd. 0.00% Reduce -96.7% 380 $20K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 367 $19K
IFP Advisors, Inc 0.00% Reduce -51.3% 330 $17K
CI Investments Inc. 0.00% Add +76.3% 328 $17K
Signaturefd, LLC 0.00% Add +89.0% 310 $16K
Raleigh Capital Management Inc. 0.01% New 300 $16K
Aster Capital Management (DIFC) Ltd 0.00% — 284 $15K
NewEdge Advisors, LLC 0.00% New 225 $12K
EverSource Wealth Advisors, LLC 0.00% Add +206.9% 221 $12K
Parallel Advisors, LLC 0.00% Add +75.9% 204 $11K
GAMMA Investing LLC 0.00% Add +40.0% 175 $9K
Jones Financial Companies LLLP 0.00% Reduce -43.0% 171 $9K
Clearstead Advisors, LLC 0.00% Reduce -41.5% 151 $8K
Huntington National Bank 0.00% Add +3300.0% 136 $7K
Crewe Advisors LLC 0.00% No change 134 $7K
Coppell Advisory Solutions LLC 0.00% No change 122 $6K
Arlington Trust Co LLC 0.00% No change 118 $6K
Private Wealth Management Group, LLC 0.00% Add +385.7% 102 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 100 $5K
Tucker Asset Management LLC 0.00% Reduce -4.7% 81 $4K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +1.4% 74 $4K
Fortitude Family Office, LLC 0.00% New 69 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +1450.0% 62 $3K
Harvest Fund Management Co., Ltd 0.00% Add +25.5% 59 $3K
Sachetta, LLC 0.00% Add +32.5% 53 $3K
Farther Finance Advisors, LLC 0.00% Reduce -8.3% 44 $2K
Armstrong Advisory Group, Inc. 0.00% No change 43 $2K
Truvestments Capital LLC 0.00% New 41 $2K
Smartleaf Asset Management LLC 0.00% Add +52.0% 38 $2K
Hemington Wealth Management 0.00% New 48 $2K
Parkside Financial Bank & Trust 0.00% Reduce -44.4% 35 $2K
Brown Brothers Harriman & Co. 0.00% New 35 $2K
Principal Securities, Inc. 0.00% Add +128.6% 32 $2K
HM Payson & Co. 0.00% New 27 $1K
Rakuten Securities, Inc. 0.00% Reduce -77.2% 26 $1K
MV Capital Management, Inc. 0.00% Add +766.7% 26 $1K
AdvisorNet Financial, Inc 0.00% Reduce -73.7% 25 $1K
Atticus Wealth Management, LLC 0.00% No change 24 $1K
Wolff Wiese Magana LLC 0.00% New 22 $1K
Foster Dykema Cabot & Partners, LLC 0.00% New 22 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Add +50.0% 15 $791
JFS Wealth Advisors, LLC 0.00% Add +7.7% 14 $739
Sunbelt Securities, Inc. 0.00% New 13 $686
Glen Eagle Advisors, LLC 0.00% No change 13 $686
Quadrant Capital Group LLC 0.00% Add +30.0% 13 $686
Continuum Advisory, LLC 0.00% New 7 $605
Raffa Wealth Management, LLC 0.00% No change 11 $580
TD Waterhouse Canada Inc. 0.00% Add +233.3% 10 $511
Bell Investment Advisors, Inc 0.00% No change 9 $475
Bokf, NA 0.00% New 7 $366
Bruce G. Allen Investments, LLC 0.00% Reduce -72.7% 6 $317
Larson Financial Group LLC 0.00% New 6 $317
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $317
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 5 $264
Rothschild Investment LLC 0.00% New 4 $211
Claris Advisors, LLC / Mo / 0.00% New 3 $158
Global Retirement Partners, LLC 0.00% Reduce -97.6% 3 $158
Earned Wealth Advisors, LLC 0.00% New 3 $158
Hexagon Capital Partners LLC 0.00% New 2 $106
Elequin Capital, LP 0.00% New 1 $53
Avion Wealth 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.