Bill HoldingsBILL

13F holders, Q2 2025 (June 30)
370holders −23
55new positions
79sold out
10famous investors
$46.31avg. 13F price*

At the end of Q2 2025, 370 institutions reported holding Bill Holdings Inc. (BILL) in their 13F filings, down 23 from Q1 2025. 55 opened new positions and 79 sold out. The largest holders were T. Rowe Price Associates Inc. ($495.7M), Vanguard Group Inc. ($484.5M) and BlackRock, Inc. ($410.5M). 10 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions55$107.2M
Exits79$128.1M

All 13F filers, Q1 2025 → Q2 2025: 16,884,163 shares bought and 13,580,688 shares sold, net +3,303,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

T. Rowe Price Associates Inc. 0.06% Add +1.8% 10,714,984 $495.7M
Vanguard Group Inc. 0.01% Add +0.3% 10,472,347 $484.5M
BlackRock, Inc. 0.01% Reduce -1.8% 8,874,437 $410.5M
Dimensional Fund Advisors LP 0.04% Add +37.0% 3,410,794 $157.8M
State Street Corp. 0.01% Reduce -3.1% 2,988,899 $138.3M
Contour Asset Management LLC 4.48% Add +106.7% 2,962,367 $137.0M
Greenhouse Funds LLLP 5.59% Add +23.0% 2,889,979 $133.7M
UBS Group AG 0.03% Add +204.8% 2,795,604 $129.3M
Abdiel Capital Advisors, LP 11.15% Reduce -7.8% 2,579,611 $119.3M
Ameriprise Financial Inc. 0.03% Reduce -10.5% 2,229,157 $103.1M
Point72 Asset Management 0.24% Add +12.6% 2,112,103 $97.7M
Senvest Management, LLC 2.84% Add +96.2% 1,827,889 $84.6M
Wellington Management Group LLP 0.01% Add +6.1% 1,748,080 $80.9M
Geode Capital Management, LLC 0.01% Reduce -2.4% 1,627,714 $75.3M
Nomura Holdings Inc. 0.56% Add +7753.6% 1,486,762 $68.8M
Two Sigma Investments, LP 0.12% Reduce -29.8% 1,336,100 $61.8M
Federated Hermes, Inc. 0.11% Add +96.3% 1,303,473 $60.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -37.8% 1,267,720 $58.6M
Two Sigma Advisers, LP 0.12% Reduce -23.3% 1,222,902 $56.6M
Norges Bank 0.01% Reduce -6.2% 1,143,701 $52.9M
FMR LLC 0.00% Reduce -18.8% 1,031,671 $47.7M
Bank of America Corp. 0.00% Reduce -7.9% 987,291 $45.7M
Temasek Holdings (Private) Ltd 0.17% Reduce -75.3% 919,807 $42.6M
Morgan Stanley 0.00% Add +30.1% 919,747 $42.5M
Citadel Advisors 0.04% Add +3331.7% 871,199 $40.3M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 853,145 $39.5M
Bank of New York Mellon Corp 0.01% Add +0.1% 851,731 $39.4M
Northern Trust Corp. 0.00% Reduce -4.4% 750,731 $34.7M
Marshall Wace, LLP 0.04% Add +102.1% 745,114 $34.5M
Frontier Capital Management Co. LLC 0.31% Reduce -42.0% 714,929 $33.1M
LPL Financial LLC 0.01% Add +653.6% 659,311 $30.5M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Add +137.5% 652,892 $30.2M
Invenomic Capital Management LP 1.69% Add +270.0% 644,562 $29.8M
Light Street Capital Management, LLC 6.05% Reduce -3.4% 639,820 $29.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -20.7% 624,931 $28.9M
Railway Pension Investments Ltd 0.36% No change 549,946 $25.4M
Sepio Capital, LP 1.73% No change 526,396 $24.4M
Jupiter Asset Management Ltd. 0.20% Add +137.7% 507,613 $23.5M
T. Rowe Price Investment Management, Inc. 0.01% Add +79.3% 483,744 $22.4M
WCM Investment Management, LLC 0.05% Add +4.8% 464,155 $21.2M
Pacer Advisors, Inc. 0.05% New 422,762 $19.6M
Susquehanna International Group, LLP 0.03% Add +15.6% 420,421 $19.4M
Retirement Systems of Alabama 0.07% Add +250.2% 399,717 $18.5M
JPMorgan Chase & Co. 0.00% Reduce -40.3% 397,457 $18.4M
Cubist Systematic Strategies, LLC 0.19% Add +184.8% 385,952 $17.9M
Canada Pension Plan Investment Board 0.01% Add +21.3% 378,000 $17.5M
Barclays PLC 0.01% Add +12.4% 370,019 $17.1M
Clearline Capital LP 1.41% No change 347,575 $16.1M
Millennium Management 0.01% Reduce -52.4% 337,476 $15.6M
Man Group plc 0.03% Add +6606.8% 324,611 $15.0M
Parnassus Investments, LLC 0.03% Reduce -6.9% 310,646 $14.4M
Blair William & Co. 0.04% Add +48.5% 294,573 $13.6M
Royal Bank of Canada 0.00% Reduce -10.9% 282,620 $13.1M
Invesco Ltd. 0.00% Reduce -70.1% 269,246 $12.5M
Bank of Montreal 0.01% Reduce -26.9% 268,078 $12.4M
Pelion, Inc. 27.37% No change 266,219 $12.3M
Raymond James Financial Inc. 0.00% Add +6.1% 258,749 $12.0M
Rhumbline Advisers 0.01% Reduce -3.5% 255,970 $11.8M
Summit Trail Advisors, LLC 0.20% New 253,253 $11.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -5.3% 252,748 $11.7M
Amova Asset Management Americas, Inc. 0.12% Reduce -5.3% 252,748 $11.7M
Tudor Investment Corporation 0.08% Add +1286.5% 231,399 $10.7M
SG Americas Securities, LLC 0.05% Add +4028.5% 226,117 $10.5M
BNP Paribas Financial Markets 0.01% Add +295.5% 224,419 $10.4M
Voloridge Investment Management, LLC 0.04% New 223,788 $10.4M
Principal Financial Group Inc. 0.01% Reduce -46.5% 214,707 $9.9M
Nuveen, LLC 0.00% Add +118.9% 206,895 $9.6M
Harber Asset Management LLC 3.08% Add +39.4% 204,312 $9.5M
Telemark Asset Management, LLC 0.98% New 200,000 $9.3M
Great Lakes Advisors, LLC 0.08% Reduce -13.6% 198,305 $9.2M
Qube Research & Technologies Ltd 0.01% New 195,475 $9.0M
Swiss National Bank 0.01% Reduce -2.8% 185,000 $8.6M
Twenty Acre Capital LP 5.99% Add +137.1% 181,400 $8.4M
Transce3nd, LLC 3.37% No change 172,397 $8.0M
Goldman Sachs Group Inc. 0.00% Reduce -44.9% 169,147 $7.8M
California Public Employees Retirement System 0.00% Add +2.2% 167,487 $7.7M
Alliancebernstein L.P. 0.00% Add +34.2% 165,421 $7.7M
Legal & General Group Plc 0.00% Add +2.2% 158,810 $7.3M
Ivy Lane Capital Management, LLC 4.03% Reduce -11.7% 158,000 $7.3M
Twin Tree Management, LP 0.18% Reduce -47.8% 157,131 $7.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.7% 156,139 $7.2M
Pier Capital, LLC 1.07% Reduce -7.0% 151,564 $7.0M
ExodusPoint Capital Management, LP 0.09% Add +6.9% 150,782 $7.0M
ARK Investment Management 0.05% Reduce -7.9% 148,543 $6.9M
Massachusetts Financial Services Co. 0.00% Reduce -79.2% 147,089 $6.8M
Iridian Asset Management LLC 2.32% Add +31.5% 144,427 $6.7M
WoodTrust Financial Corp 0.82% Add +140.0% 42,955 $6.4M
Citigroup Inc. 0.00% Reduce -16.4% 112,287 $5.2M
Landscape Capital Management, L.L.C. 0.40% No change 109,926 $5.1M
Cohen Capital Management, Inc. 0.83% Reduce -0.5% 109,788 $5.1M
Formula Growth Ltd. 1.87% Reduce -14.2% 107,200 $5.0M
CIBC Private Wealth Group LLC 0.01% Add +67.7% 106,283 $4.9M
Eisler Capital Management Ltd. 0.16% Reduce -21.3% 103,249 $4.8M
State Board of Administration of Florida Retirement System 0.01% Add +0.5% 101,302 $4.7M
Wells Fargo & Company 0.00% Reduce -32.2% 99,638 $4.6M
California State Teachers Retirement System 0.01% Reduce -0.6% 98,074 $4.5M
Holocene Advisors, LP 0.01% Add +155.1% 86,467 $4.0M
Capital Fund Management S.A. 0.04% New 83,226 $3.9M
Assenagon Asset Management S.A. 0.01% Add +57.4% 82,690 $3.8M
State of Wisconsin Investment Board 0.01% Reduce -9.5% 81,341 $3.8M
Alight Capital Management LP 0.94% New 80,000 $3.7M
Comerica Bank 0.01% Add +35.2% 79,464 $3.7M
M&G PLC 0.02% No change 78,904 $3.6M
Squarepoint Ops LLC 0.01% Add +56.2% 78,363 $3.6M
Susquehanna Portfolio Strategies, LLC 0.08% New 77,148 $3.6M
Jackson Square Partners, LLC 1.32% Reduce -71.2% 77,076 $3.6M
HRT Financial LP 0.02% New 76,759 $3.5M
Weiss Asset Management LP 0.07% New 76,650 $3.5M
Walleye Trading LLC 0.09% Add +2549.8% 75,280 $3.5M
AQR Capital Management 0.00% New 73,845 $3.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 71,596 $3.3M
B. Metzler seel. Sohn & Co. AG 0.03% No change 68,514 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.6% 67,150 $3.1M
Victory Capital Management Inc. 0.00% Add +233.2% 61,292 $2.8M
CastleKnight Management LP 0.19% Add +46.4% 61,200 $2.8M
Caxton Associates LLP 0.07% New 60,375 $2.8M
Lighthouse Investment Partners, LLC 0.12% Reduce -22.1% 60,000 $2.8M
Quadrature Capital Ltd 0.05% Add +482.8% 59,664 $2.8M
Aspiriant, LLC 0.09% Add +0.0% 59,607 $2.8M
Baron Capital (BAMCO) 0.01% Reduce -69.6% 59,477 $2.8M
AXA S.A. 0.01% Add +121.7% 58,346 $2.7M
Maxi Investments CY Ltd 0.42% No change 55,000 $2.5M
Edgestream Partners, L.P. 0.07% Reduce -3.4% 50,882 $2.4M
State of Tennessee, Department of Treasury 0.01% Add +31.6% 50,375 $2.3M
New York State Teachers Retirement System 0.00% No change 50,200 $2.3M
Y-Intercept (Hong Kong) Ltd 0.06% Add +44.2% 49,580 $2.3M
PDT Partners, LLC 0.13% Add +209.8% 49,020 $2.3M
Voya Investment Management LLC 0.00% Reduce -17.8% 48,034 $2.2M
Andra AP-fonden 0.03% No change 47,842 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -2.4% 47,137 $2.2M
Taylor Frigon Capital Management LLC 1.12% Add +21.8% 45,414 $2.1M
Apella Capital, LLC 0.06% Add +0.0% 43,769 $2.1M
New York State Common Retirement Fund 0.00% Reduce -79.1% 44,640 $2.1M
Monimus Capital Management, LP 1.63% New 43,949 $2.0M
Gotham Asset Management 0.01% Add +91.2% 43,898 $2.0M
Janus Henderson Group PLC 0.00% No change 43,600 $2.0M
Amundi 0.00% Reduce -4.0% 42,980 $2.0M
Amalgamated Bank 0.02% Reduce -1.3% 43,123 $2.0M
Treasurer of the State of North Carolina 0.01% Reduce -6.7% 43,054 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +17.7% 42,757 $2.0M
Inlight Wealth Management, LLC 0.97% New 40,547 $1.9M
Teacher Retirement System of Texas 0.01% Reduce -14.8% 38,516 $1.8M
Acadian Asset Management LLC 0.00% No change 38,237 $1.8M
Twin Capital Management Inc. 0.18% Add +98.5% 37,159 $1.7M
Verition Fund Management LLC 0.01% Reduce -49.6% 36,531 $1.7M
Jasper Ridge Partners, L.P. 0.04% No change 35,762 $1.7M
Bayesian Capital Management, LP 0.26% New 35,100 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -5.9% 34,877 $1.6M
Altiora Financial Group, LLC 0.31% No change 34,612 $1.6M
Jane Street Group, LLC 0.00% New 33,572 $1.6M
Intech Investment Management LLC 0.01% New 33,353 $1.5M
Gilder Gagnon Howe & Co. LLC 0.02% Add +3.5% 32,157 $1.5M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.77% Reduce -3.0% 32,000 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -19.0% 31,910 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -5.9% 31,821 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 31,796 $1.5M
Quantinno Capital Management LP 0.01% Reduce -65.5% 30,094 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.9% 29,990 $1.4M
Brevan Howard Capital Management LP 0.01% Reduce -34.4% 28,999 $1.3M
Allianz Asset Management GmbH 0.00% New 28,787 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -7.8% 28,615 $1.3M
Arizona State Retirement System 0.01% Add +0.1% 28,265 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 27,010 $1.2M
Axq Capital, LP 0.40% New 26,956 $1.2M
Louisiana State Employees Retirement System 0.02% Add +1.5% 26,700 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 25,563 $1.2M
Thrivent Financial for Lutherans 0.00% Add +1.3% 25,175 $1.2M
Handelsbanken Fonder AB 0.00% Reduce -5.8% 24,456 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.6% 24,353 $1.1M
Ceera Investments, LLC 0.34% Add +319.0% 24,010 $1.1M
Empower Advisory Group, LLC 0.00% No change 23,396 $1.1M
Fluent Financial, LLC 0.44% Add +15.5% 23,059 $1.1M
State of Michigan Retirement System 0.01% Add +1.8% 22,800 $1.1M
Jain Global LLC 0.02% Reduce -39.3% 22,599 $1.0M
GM Advisory Group, LLC 0.05% No change 22,382 $1.0M
Graham Capital Management, L.P. 0.03% Reduce -15.9% 22,362 $1.0M
Manchester Capital Management LLC 0.13% New 22,120 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.5% 21,164 $979K
Engineers Gate Manager LP 0.01% New 21,051 $974K
New Mexico Educational Retirement Board 0.03% No change 21,000 $971K
Sei Investments Co. 0.00% Reduce -36.3% 20,909 $967K
Versor Investments LP 0.17% Add +117.2% 20,768 $961K
STRS Ohio 0.00% Reduce -91.3% 20,610 $953K
KLP Kapitalforvaltning As 0.00% Add +9.1% 20,400 $944K
Fred Alger Management, LLC 0.00% Add +287.5% 20,291 $939K
Palogic Value Management, L.P. 0.40% No change 20,000 $925K
Prescott Group Capital Management, L.L.C. 0.11% No change 20,000 $925K
Groupama Asset Managment 0.02% No change 20,000 $911K
Oregon Public Employees Retirement Fund 0.02% Add +2.1% 19,400 $897K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +2.1% 19,100 $884K
Perbak Capital Partners LLP 0.20% Add +138.0% 18,924 $875K
Lecap Asset Management Ltd. 0.31% New 18,753 $868K
FORA Capital, LLC 0.10% New 18,747 $867K
Mackenzie Financial Corp. 0.00% Add +86.5% 18,540 $858K
Ameritas Investment Partners, Inc. 0.03% No change 18,454 $854K
Picton Mahoney Asset Management 0.01% New 17,250 $799K
Shepherd Financial Partners LLC 0.08% Reduce -3.2% 16,811 $778K
Hillsdale Investment Management Inc. 0.03% New 16,000 $740K
Pictet Asset Management Holding SA 0.00% Reduce -1.9% 15,032 $695K
Franklin Resources Inc. 0.00% Reduce -6.2% 14,994 $694K
Bridgefront Capital, LLC 0.18% Add +75.4% 14,795 $684K
Barton Investment Management 0.07% Add +6.2% 14,726 $681K
First Trust Advisors LP 0.00% Reduce -93.5% 14,666 $678K
TD Asset Management Inc 0.00% New 13,828 $640K
Chicago Partners Investment Group LLC 0.02% Reduce -48.3% 13,527 $630K
Sand Hill Global Advisors, LLC 0.02% No change 12,608 $583K
Tidal Investments LLC 0.00% New 12,380 $573K
Washington Capital Management, Inc. 0.42% No change 12,300 $569K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.8% 12,222 $563K
Centiva Capital, LP 0.04% Add +126.0% 12,163 $563K
American Century Companies Inc. 0.00% Reduce -39.3% 11,410 $528K
Gsa Capital Partners LLP 0.04% New 11,363 $526K
Stansberry Asset Management, LLC 0.06% Reduce -6.0% 11,184 $517K
Xponance LLC 0.00% Reduce -22.7% 10,744 $497K
State of Alaska, Department of Revenue 0.01% Reduce -2.4% 10,720 $495K
Ieq Capital, LLC 0.00% Add +0.2% 10,640 $492K
Public Employees Retirement Association of Colorado 0.00% No change 10,529 $487K
Headlands Technologies LLC 0.06% New 10,523 $487K
Synovus Financial Corp. 0.01% Add +4.8% 10,367 $480K
CM Management, LLC 0.42% New 10,000 $463K
Prudential Financial Inc. 0.00% Add +19.6% 9,992 $462K
Bridgewater Associates 0.00% Reduce -76.9% 9,819 $454K
Lombard Odier Asset Management (USA) Corp 0.14% New 9,632 $446K
Knollwood Investment Advisory, LLC 0.04% No change 9,511 $440K
Neuberger Berman Group LLC 0.00% Reduce -59.6% 9,447 $437K
D. E. Shaw & Co. 0.00% New 9,319 $431K
Aquatic Capital Management LLC 0.01% Reduce -95.4% 9,197 $425K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +18.1% 8,738 $404K
Empowered Funds, LLC 0.00% Add +1.6% 8,133 $376K
Quadrant Capital Group LLC 0.01% Add +114.3% 8,102 $375K
Archford Capital Strategies, LLC 0.04% Reduce -0.4% 7,615 $352K
Deutsche Bank AG 0.00% Reduce -56.9% 7,579 $351K
Pathstone Holdings, LLC 0.00% Reduce -2.1% 7,250 $335K
Securian Asset Management, Inc. 0.01% Add +1.7% 7,218 $334K
Point72 Asia (Singapore) Pte. Ltd. 0.06% Add +1.0% 7,173 $332K
Shay Capital LLC 0.07% Add +14.5% 7,100 $328K
Institute for Wealth Management, LLC. 0.04% No change 6,919 $320K
Palisade Capital Management, LP 0.01% Reduce -6.9% 6,750 $312K
DekaBank Deutsche Girozentrale 0.00% Add +0.6% 6,791 $308K
Prudential PLC 0.00% New 6,610 $306K
Vanguard Personalized Indexing Management, LLC 0.00% Add +15.1% 6,521 $302K
Limestone Investment Advisors LP 0.14% — 6,500 $301K
Beck Bode, LLC 0.05% Add +2.8% 6,357 $294K
HighTower Advisors, LLC 0.00% Reduce -28.8% 6,353 $294K
Sterling Capital Management LLC 0.00% Add +41.1% 6,135 $284K
Daiwa Securities Group Inc. 0.00% New 350 $273K
Jefferies Financial Group Inc. 0.00% Reduce -91.8% 5,300 $245K
Sender Co & Partners, Inc. 0.07% New 5,199 $241K
Petrus Trust Company, LTA 0.02% New 5,144 $238K
Cambria Investment Management, L.P. 0.02% No change 5,127 $237K
Crossmark Global Holdings, Inc. 0.00% Add +2.3% 5,006 $232K
Summit Wealth & Retirement Planning, Inc. 0.06% No change 5,000 $231K
Utah Retirement Systems 0.00% Reduce -11.4% 4,872 $225K
Benjamin Edwards Inc. 0.00% Reduce -72.0% 4,870 $225K
Vontobel Holding Ltd. 0.00% Reduce -3.1% 4,815 $223K
Maryland State Retirement & Pension System 0.00% No change 4,711 $218K
Campbell & CO Investment Adviser LLC 0.01% New 4,686 $217K
Russell Investments Group, Ltd. 0.00% Add +18.9% 4,022 $186K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +81.2% 4,015 $186K
TD Waterhouse Canada Inc. 0.00% No change 4,000 $184K
Skandinaviska Enskilda Banken AB (publ) 0.00% Add +957.8% 3,882 $180K
Point72 (DIFC) Ltd 0.01% Reduce -39.8% 3,641 $168K
Walleye Capital LLC 0.00% New 3,558 $165K
Tower Research Capital LLC (TRC) 0.00% Add +43.5% 3,469 $160K
Shell Asset Management Co. 0.00% Reduce -19.5% 3,046 $141K
PNC Financial Services Group, Inc. 0.00% Reduce -5.5% 2,850 $132K
Asset Management One Co., Ltd. 0.00% Add +22.1% 2,690 $124K
KBC Group NV 0.00% Reduce -35.4% 2,644 $122K
Steward Partners Investment Advisory, LLC 0.00% Add +2.0% 2,589 $120K
Leonteq Securities AG 0.01% Add +57.2% 2,423 $112K
Bayforest Capital Ltd 0.05% Reduce -60.8% 2,417 $112K
IFP Advisors, Inc 0.00% Reduce -7.7% 2,131 $106K
EMC Capital Management 0.05% Add +48.1% 2,000 $93K
Federation des caisses Desjardins du Quebec 0.00% New 2,000 $93K
US Bancorp \de 0.00% Reduce -55.2% 1,931 $89K
Osaic Holdings, Inc. 0.00% Reduce -60.0% 1,857 $86K
Brooklyn Investment Group 0.01% Add +94.0% 1,725 $80K
Plato Investment Management Ltd 0.01% Add +0.3% 1,635 $75K
FNY Investment Advisers, LLC 0.03% Add +133.7% 1,402 $64K
Blue Trust, Inc. 0.00% Add +102.7% 1,261 $58K
UMB Bank, n.a. 0.00% Add +283.3% 1,215 $56K
GAMMA Investing LLC 0.00% Reduce -5.9% 1,163 $54K
Peregrine Capital Management LLC 0.00% No change 1,103 $51K
State of Wyoming 0.01% Reduce -20.3% 1,079 $50K
Lazard Asset Management LLC 0.00% New 980 $45K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -78.8% 951 $44K
Fifth Third Bancorp 0.00% Add +26.2% 945 $44K
Storebrand Asset Management As 0.00% Reduce -43.8% 905 $42K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -79.1% 903 $42K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -94.5% 823 $38K
Wolverine Asset Management LLC 0.00% No change 741 $34K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 736 $34K
SBI Securities Co., Ltd. 0.00% Add +5.1% 681 $32K
Macquarie Group Ltd. 0.00% Reduce -99.5% 671 $31K
Allworth Financial LP 0.00% Add +0.8% 627 $29K
Advisors Asset Management, Inc. 0.00% Reduce -38.4% 525 $24K
CI Investments Inc. 0.00% Add +39.8% 499 $23K
Hantz Financial Services, Inc. 0.00% Add +10750.0% 434 $20K
Nomura Asset Management Co. Ltd. 0.00% No change 380 $18K
Crewe Advisors LLC 0.00% No change 307 $14K
Assetmark, Inc. 0.00% Reduce -98.8% 305 $14K
Rise Advisors, LLC 0.00% No change 245 $11K
Glenmede Investment Management, LP 0.00% — 236 $11K
Parallel Advisors, LLC 0.00% Reduce -4.9% 235 $11K
Danske Bank A/S 0.00% No change 200 $9K
Ascentis Wealth Management, LLC 0.00% No change 200 $9K
Covestor Ltd 0.01% Reduce -86.5% 185 $9K
Bessemer Group Inc. 0.00% Add +86.7% 196 $9K
Kestra Investment Management, LLC 0.00% Add +588.0% 172 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +931.3% 165 $8K
Clearstead Advisors, LLC 0.00% Reduce -53.2% 152 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.0% 136 $6K
Versant Capital Management, Inc 0.00% Reduce -66.8% 110 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 100 $5K
Farther Finance Advisors, LLC 0.00% Reduce -90.5% 100 $5K
Parkside Financial Bank & Trust 0.00% Reduce -13.4% 97 $4K
Rossby Financial, LCC 0.00% New 89 $4K
Huntington National Bank 0.00% Reduce -30.5% 89 $4K
Cwm, LLC 0.00% Reduce -85.2% 79 $4K
Evelyn Partners Investment Management Services Ltd 0.00% No change 81 $4K
Rakuten Securities, Inc. 0.00% No change 72 $3K
Farmers & Merchants Investments Inc. 0.00% Add +16.7% 70 $3K
Signaturefd, LLC 0.00% Reduce -51.7% 70 $3K
Arax Advisory Partners 0.00% Reduce -55.5% 49 $3K
Prestige Wealth Management Group LLC 0.00% New 57 $3K
EverSource Wealth Advisors, LLC 0.00% Add +35.9% 53 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +1150.0% 50 $2K
Hemington Wealth Management 0.00% Add +75.0% 56 $2K
Armstrong Advisory Group, Inc. 0.00% No change 43 $2K
Geneos Wealth Management Inc. 0.00% Reduce -4.5% 42 $2K
Jones Financial Companies LLLP 0.00% Reduce -23.5% 39 $2K
Smartleaf Asset Management LLC 0.00% Add +184.6% 37 $2K
Larson Financial Group LLC 0.00% Reduce -48.5% 34 $2K
WPG Advisers, LLC 0.00% Add +25.0% 30 $1K
Boreal Capital Management LLC 0.00% — 30 $1K
Bell Investment Advisors, Inc 0.00% Reduce -27.8% 26 $1K
Kilter Group LLC 0.00% New 25 $1K
Nisa Investment Advisors, LLC 0.00% Reduce -95.3% 25 $1K
Atticus Wealth Management, LLC 0.00% No change 24 $1K
Sunbelt Securities, Inc. 0.00% No change 13 $1K
Wolff Wiese Magana LLC 0.00% No change 22 $1K
Fortitude Family Office, LLC 0.00% Reduce -69.6% 21 $971
Aventura Private Wealth, LLC 0.00% Reduce -83.6% 19 $879
JFS Wealth Advisors, LLC 0.00% Reduce -36.7% 19 $879
NewSquare Capital LLC 0.00% No change 15 $694
DHJJ Financial Advisors, Ltd. 0.00% No change 14 $648
Principal Securities, Inc. 0.00% Reduce -98.5% 14 $648
Bogart Wealth, LLC 0.00% New 13 $601
Sachetta, LLC 0.00% Reduce -33.3% 12 $556
Cromwell Holdings LLC 0.00% New 12 $555
Global Retirement Partners, LLC 0.00% — 12 $555
Raffa Wealth Management, LLC 0.00% No change 11 $509
DiNuzzo Private Wealth, Inc. 0.00% Add +83.3% 11 $509
Hughes Financial Services, LLC 0.00% New 12 $507
TFC Financial Management, Inc. 0.00% New 10 $463
Whittier Trust Co. 0.00% No change 10 $462
MAI Capital Management 0.00% Reduce -45.5% 6 $278
Optiver Holding B.V. 0.00% New 6 $278
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 6 $278
Bay Harbor Wealth Management, LLC 0.00% Add +66.7% 5 $231
HFM Investment Advisors, LLC 0.00% New 5 $231
Rothschild Investment LLC 0.00% New 5 $231
MV Capital Management, Inc. 0.00% Reduce -42.9% 4 $186
Whipplewood Advisors, LLC 0.00% Reduce -72.7% 3 $139
TD Private Client Wealth LLC 0.00% New 3 $139
Parkworth Wealth Management, Inc. 0.00% New 2 $93
Rialto Wealth Management, LLC 0.00% New 2 $93
True Wealth Design, LLC 0.00% Reduce -66.7% 1 $47
IMA Advisory Services, Inc. 0.00% New 1 $46
Capital Advisors, Ltd. LLC 0.00% Add +33.3% 4 $0

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