Piper Sandler CosPIPR
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 350 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 16 from Q3 2024. 34 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($786.4M), Vanguard Group Inc. ($619.0M) and State Street Corp. ($209.6M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $32.0M |
| Exits | 29 | $24.3M |
All 13F filers, Q3 2024 → Q4 2024: 686,766 shares bought and 596,393 shares sold, net +90,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| BlackRock, Inc. | 0.02% | Add +2.5% | 2,621,766 | $786.4M |
| Vanguard Group Inc. | 0.01% | Add +1.6% | 2,063,590 | $619.0M |
| State Street Corp. | 0.01% | Add +2.4% | 698,915 | $209.6M |
| Invesco Ltd. | 0.04% | Add +17.2% | 697,824 | $209.3M |
| FMR LLC | 0.01% | Reduce -2.2% | 611,126 | $183.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -5.8% | 454,606 | $136.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 376,801 | $113.0M |
| Alliancebernstein L.P. | 0.04% | Add +2.3% | 360,224 | $108.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.8% | 325,203 | $97.5M |
| GW&K Investment Management, LLC | 0.82% | Reduce -16.4% | 320,863 | $96.2M |
| Westwood Holdings Group Inc. | 0.62% | Reduce -21.7% | 264,640 | $79.4M |
| Lord, Abbett & Co. LLC | 0.26% | Reduce -12.6% | 261,978 | $78.6M |
| Mairs & Power Inc. | 0.70% | Reduce -1.7% | 241,622 | $72.5M |
| Norges Bank | 0.01% | Reduce -6.6% | 229,024 | $68.7M |
| Stephens Investment Management Group LLC | 0.86% | Add +3.4% | 214,554 | $64.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.7% | 208,153 | $62.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 204,929 | $61.5M |
| Northern Trust Corp. | 0.01% | Add +9.4% | 200,005 | $60.0M |
| Systematic Financial Management LP | 1.53% | Add +1.8% | 199,842 | $59.9M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -15.7% | 194,560 | $58.4M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.8% | 188,475 | $56.5M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 176,621 | $53.0M |
| Fisher Asset Management | 0.02% | Add +7.3% | 155,909 | $46.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.5% | 155,759 | $46.7M |
| Voya Investment Management LLC | 0.05% | Add +1.5% | 126,266 | $37.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -15.1% | 100,088 | $30.0M |
| Citadel Advisors | 0.03% | Add +241.4% | 98,790 | $29.6M |
| Millennium Management | 0.03% | Add +34.2% | 93,635 | $28.1M |
| North Reef Capital Management LP | 1.15% | Reduce -30.0% | 85,348 | $25.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 77,506 | $23.2M |
| Fred Alger Management, LLC | 0.11% | Add +48.0% | 76,357 | $22.9M |
| Neuberger Berman Group LLC | 0.01% | Add +3.6% | 62,665 | $18.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 59,341 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 58,648 | $17.6M |
| Axiom Investors LLC | 0.12% | Add +44.8% | 55,770 | $16.7M |
| Prudential Financial Inc. | 0.02% | Add +0.2% | 51,882 | $15.6M |
| Sei Investments Co. | 0.02% | Reduce -25.4% | 48,588 | $14.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.0% | 47,142 | $14.1M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 46,244 | $13.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.1% | 44,146 | $13.2M |
| Renaissance Technologies | 0.02% | Reduce -3.7% | 43,995 | $13.2M |
| Kennedy Capital Management LLC | 0.29% | Reduce -28.8% | 43,566 | $13.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -33.6% | 40,206 | $12.1M |
| Public Sector Pension Investment Board | 0.05% | Add +17.7% | 39,554 | $11.9M |
| Mesirow Institutional Investment Management, Inc. | 0.84% | Reduce -7.4% | 36,358 | $10.9M |
| Barclays PLC | 0.01% | Add +10.9% | 35,852 | $10.8M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -4.7% | 35,618 | $10.7M |
| Swiss National Bank | 0.01% | Add +0.6% | 34,800 | $10.4M |
| Nicholas Investment Partners, LP | 0.96% | Add +3.2% | 32,916 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.10% | No change | 30,521 | $9.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.7% | 28,949 | $8.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -36.5% | 28,130 | $8.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 27,689 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Add +0.5% | 26,841 | $8.1M |
| First Trust Advisors LP | 0.01% | Add +769.1% | 26,315 | $7.9M |
| Bank of America Corp. | 0.00% | Reduce -31.1% | 26,247 | $7.9M |
| Raymond James Financial Inc. | 0.00% | — | 24,884 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +4.5% | 24,203 | $7.3M |
| Citigroup Inc. | 0.01% | Add +12.2% | 24,120 | $7.2M |
| UBS Group AG | 0.00% | Add +55.7% | 23,948 | $7.2M |
| Moody Aldrich Partners LLC | 1.31% | Reduce -2.9% | 23,512 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -40.1% | 21,900 | $6.6M |
| Tudor Investment Corporation | 0.07% | Add +134.6% | 21,154 | $6.3M |
| Parallax Volatility Advisers, L.P. | 0.16% | Add +312.1% | 21,046 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -19.1% | 20,589 | $6.2M |
| King Luther Capital Management Corp. | 0.03% | Add +9.2% | 20,395 | $6.1M |
| Greenwich Wealth Management LLC | 0.43% | Add +0.1% | 20,149 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.0% | 19,992 | $6.0M |
| Global IMC LLC | 1.08% | Add +0.1% | 19,979 | $6.0M |
| Edgestream Partners, L.P. | 0.24% | Add +76.6% | 18,602 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.7% | 17,523 | $5.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 16,521 | $5.0M |
| Vident Advisory, LLC | 0.08% | Add +7.1% | 15,765 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 15,510 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -14.8% | 14,873 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -14.8% | 14,873 | $4.5M |
| Van Eck Associates Corp. | 0.01% | New | 14,251 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -7.6% | 14,837 | $4.2M |
| Informed Momentum Co LLC | 0.58% | Reduce -31.8% | 13,683 | $4.1M |
| Crawford Investment Counsel Inc. | 0.07% | Add +27.4% | 12,760 | $3.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -20.5% | 12,630 | $3.8M |
| Lisanti Capital Growth, LLC | 0.91% | New | 12,570 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.6% | 12,256 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 11,834 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.7% | 11,792 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +29.5% | 11,483 | $3.4M |
| Creative Planning | 0.00% | Add +22.4% | 11,368 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +22.3% | 11,028 | $3.3M |
| James Investment Research, Inc. | 0.39% | Reduce -0.0% | 10,975 | $3.3M |
| Algert Global LLC | 0.08% | Add +17.3% | 10,916 | $3.3M |
| Calamos Advisors LLC | 0.02% | Add +4.2% | 10,681 | $3.2M |
| Oliver Luxxe Assets LLC | 0.57% | No change | 11,202 | $3.2M |
| Mariner, LLC | 0.01% | Add +102.3% | 10,551 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.3% | 10,493 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +6.0% | 10,447 | $3.1M |
| Knights of Columbus Asset Advisors LLC | 0.21% | Add +0.2% | 10,367 | $3.1M |
| Martingale Asset Management L P | 0.08% | Reduce -3.4% | 10,320 | $3.1M |
| New York State Common Retirement Fund | 0.00% | No change | 10,135 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 9,876 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.8% | 9,850 | $3.0M |
| Intech Investment Management LLC | 0.03% | Add +32.2% | 9,193 | $2.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 9,191 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.08% | No change | 9,150 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.6% | 8,982 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Add +53.9% | 8,981 | $2.7M |
| Illinois Municipal Retirement Fund | 0.04% | Add +3.7% | 8,935 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +8.3% | 8,887 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +17.1% | 8,703 | $2.6M |
| American Century Companies Inc. | 0.00% | Reduce -0.5% | 8,665 | $2.6M |
| Pinebridge Investments, L.P. | 0.02% | New | 8,377 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -6.5% | 8,158 | $2.4M |
| Amundi | 0.00% | Add +194.3% | 8,202 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 8,040 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | No change | 7,700 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +132.7% | 6,782 | $2.0M |
| Comerica Bank | 0.01% | Reduce -4.3% | 6,707 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -13.0% | 6,611 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.6% | 6,451 | $1.9M |
| 1492 Capital Management LLC | 0.92% | No change | 6,429 | $1.9M |
| Credit Agricole S A | 0.01% | Add +167.5% | 6,401 | $1.9M |
| Legato Capital Management LLC | 0.25% | Add +63.6% | 6,318 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.8% | 6,048 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -19.9% | 6,011 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -17.3% | 5,908 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +2.6% | 5,861 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.28% | Add +161.9% | 5,756 | $1.7M |
| Vestcor Inc | 0.06% | Add +25.9% | 5,713 | $1.7M |
| LPL Financial LLC | 0.00% | Add +62.5% | 5,617 | $1.7M |
| Aurdan Capital Management, LLC | 0.64% | — | 5,546 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +407.4% | 5,363 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.1% | 5,340 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +44.8% | 5,204 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 5,137 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -20.1% | 4,878 | $1.5M |
| STRS Ohio | 0.01% | Reduce -2.0% | 4,800 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -0.0% | 4,709 | $1.4M |
| Integrated Quantitative Investments LLC | 0.70% | — | 4,707 | $1.4M |
| AQR Capital Management | 0.00% | Add +50.0% | 4,616 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -8.9% | 4,564 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,369 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.2% | 4,280 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +13.3% | 4,272 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -30.1% | 4,247 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +1.2% | 4,185 | $1.3M |
| EFG Asset Management (North America) Corp. | 0.17% | New | 4,143 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +113.0% | 3,813 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.8% | 3,745 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 3,704 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 3,600 | $1.1M |
| Quadrature Capital Ltd | 0.02% | New | 3,449 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 3,466 | $1.0M |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.5% | 3,389 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.0% | 3,385 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -15.1% | 3,341 | $1.0M |
| Engineers Gate Manager LP | 0.02% | New | 3,200 | $960K |
| Park Avenue Securities LLC | 0.01% | Add +46.9% | 3,103 | $931K |
| Captrust Financial Advisors | 0.00% | Add +31.9% | 3,100 | $930K |
| Osaic Holdings, Inc. | 0.00% | Add +15.8% | 2,967 | $890K |
| Man Group plc | 0.00% | Reduce -34.2% | 2,915 | $874K |
| Pictet Asset Management Holding SA | 0.00% | Add +22.6% | 2,761 | $828K |
| Brevan Howard Capital Management LP | 0.02% | Add +139.8% | 2,746 | $824K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.2% | 2,743 | $823K |
| Quantinno Capital Management LP | 0.01% | Add +3.3% | 2,730 | $819K |
| Stifel Financial Corp. | 0.00% | Add +227.0% | 2,619 | $786K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +11.9% | 2,566 | $770K |
| Praxis Investment Management Inc. | 0.05% | Reduce -31.6% | 2,550 | $765K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -2.0% | 2,517 | $755K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +52.0% | 2,509 | $753K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.2% | 2,506 | $752K |
| Aster Capital Management (DIFC) Ltd | 0.29% | New | 2,504 | $751K |
| HighTower Advisors, LLC | 0.00% | Add +9.2% | 2,496 | $749K |
| Bank of Montreal | 0.00% | Add +3.8% | 2,466 | $740K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.8% | 2,402 | $720K |
| Private Wealth Partners, LLC | 0.05% | New | 2,215 | $664K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 2,209 | $663K |
| Wallace Capital Management Inc. | 0.09% | Reduce -31.4% | 2,188 | $656K |
| Shell Asset Management Co. | 0.03% | Reduce -0.1% | 2,173 | $652K |
| Cetera Investment Advisers | 0.00% | Add +88.4% | 2,108 | $632K |
| Vise Technologies, Inc. | 0.05% | Reduce -37.9% | 2,051 | $615K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.9% | 2,046 | $614K |
| Regions Financial Corp. | 0.00% | Reduce -7.8% | 2,029 | $609K |
| Harvest Fund Management Co., Ltd | 0.03% | New | 2,015 | $605K |
| Unique Wealth Strategies, LLC | 0.26% | New | 1,983 | $595K |
| Truepoint, Inc. | 0.02% | No change | 1,944 | $583K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.3% | 1,943 | $583K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.1% | 1,934 | $580K |
| Burney Co./ | 0.02% | Reduce -26.3% | 1,857 | $557K |
| Atria Investments, Inc | 0.01% | Reduce -11.7% | 1,851 | $555K |
| Schulhoff & Co. Inc. | 0.20% | No change | 1,838 | $551K |
| Aviva PLC | 0.00% | Reduce -22.6% | 1,827 | $548K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.9% | 1,816 | $545K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.8% | 1,805 | $541K |
| Morse Asset Management, Inc | 0.12% | Add +0.2% | 1,795 | $538K |
| Bryce Point Capital, LLC | 0.15% | — | 1,757 | $527K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,745 | $523K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.4% | 1,681 | $504K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.8% | 1,665 | $499K |
| New Age Alpha Advisors, LLC | 0.02% | New | 1,627 | $488K |
| Cibc World Markets Corp. | 0.00% | New | 1,624 | $487K |
| Nebula Research & Development LLC | 0.06% | New | 1,596 | $479K |
| Destination Wealth Management | 0.01% | Reduce -27.4% | 1,486 | $446K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $441K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -6.6% | 1,410 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.2% | 1,394 | $418K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.4% | 1,391 | $417K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -19.1% | 1,376 | $413K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +54.4% | 1,366 | $410K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,360 | $408K |
| Precision Wealth Strategies, LLC | 0.32% | New | 1,357 | $407K |
| Evergreen Capital Management LLC | 0.01% | Add +8.0% | 1,354 | $406K |
| Tarbox Family Office, Inc. | 0.07% | No change | 1,353 | $406K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -12.9% | 1,349 | $405K |
| Modus Advisors, LLC | 0.13% | New | 1,348 | $404K |
| Washington Trust Bank | 0.04% | No change | 1,333 | $400K |
| D. E. Shaw & Co. | 0.00% | Add +34.3% | 1,300 | $390K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.5% | 1,273 | $387K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.4% | 1,267 | $380K |
| Arete Wealth Advisors, LLC | 0.03% | Add +13.2% | 1,250 | $375K |
| Xponance LLC | 0.00% | Add +9.3% | 1,241 | $372K |
| Panagora Asset Management Inc. | 0.00% | Add +0.4% | 1,238 | $371K |
| Heritage Wealth Management, Inc. | 0.12% | No change | 1,222 | $367K |
| Allianz Asset Management GmbH | 0.00% | Reduce -8.3% | 1,100 | $330K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,087 | $326K |
| Choreo, LLC | 0.00% | Reduce -32.9% | 1,087 | $324K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,025 | $307K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 992 | $295K |
| CenterBook Partners LP | 0.02% | New | 970 | $291K |
| Cynosure Group, LLC | 0.04% | Reduce -28.4% | 928 | $278K |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 911 | $273K |
| BOS Asset Management, LLC | 0.10% | No change | 893 | $268K |
| Commerce Bank | 0.00% | Reduce -5.3% | 888 | $266K |
| Profund Advisors LLC | 0.01% | Add +2.2% | 873 | $262K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -2.7% | 870 | $261K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 870 | $261K |
| Bailard, Inc. | 0.01% | New | 868 | $260K |
| Wolverine Trading, LLC | 0.01% | Reduce -63.6% | 859 | $256K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -1.8% | 825 | $248K |
| M&T Bank Corp | 0.00% | Reduce -13.6% | 820 | $246K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 782 | $235K |
| KBC Group NV | 0.00% | Add +39.6% | 768 | $230K |
| Quadrant Capital Group LLC | 0.02% | Add +5.2% | 754 | $226K |
| Trust Point Inc. | 0.02% | New | 751 | $225K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.7% | 711 | $213K |
| Baird Financial Group, Inc. | 0.00% | Add +140.2% | 711 | $213K |
| Investors Research Corp | 0.05% | No change | 700 | $210K |
| Vicus Capital | 0.02% | New | 691 | $207K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.7% | 688 | $206K |
| Sage Rhino Capital LLC | 0.04% | New | 682 | $205K |
| CI Investments Inc. | 0.00% | New | 648 | $194K |
| Fifth Third Bancorp | 0.00% | Add +0.2% | 579 | $174K |
| SouthState Bank Corp | 0.01% | No change | 515 | $154K |
| Ramirez Asset Management, Inc. | 0.03% | New | 500 | $150K |
| Harbour Investments, Inc. | 0.00% | Add +6.1% | 419 | $126K |
| Kapitalo Investimentos Ltda | 0.08% | New | 413 | $124K |
| Blue Trust, Inc. | 0.00% | Reduce -39.6% | 397 | $119K |
| Avalon Trust Co | 0.01% | Add +5.3% | 395 | $118K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +30.2% | 375 | $112K |
| Principal Securities, Inc. | 0.00% | Add +280.9% | 339 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Add +336.1% | 314 | $94K |
| Mather Group, Llc. | 0.00% | No change | 307 | $92K |
| Cwm, LLC | 0.00% | Reduce -10.0% | 279 | $84K |
| GAMMA Investing LLC | 0.01% | Add +27.6% | 277 | $83K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 245 | $73K |
| Allworth Financial LP | 0.00% | Add +238.8% | 227 | $70K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $61K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 197 | $59K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $56K |
| Lazard Asset Management LLC | 0.00% | New | 173 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 168 | $50K |
| Park Square Financial Group, LLC | 0.03% | — | 150 | $45K |
| West Oak Capital, LLC | 0.02% | Reduce -25.0% | 150 | $45K |
| IFP Advisors, Inc | 0.00% | Add +2183.3% | 137 | $43K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 130 | $39K |
| Signaturefd, LLC | 0.00% | Add +5.1% | 123 | $37K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.4% | 116 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 101 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -36.8% | 91 | $27K |
| Bessemer Group Inc. | 0.00% | Add +29.0% | 89 | $27K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 81 | $24K |
| R Squared Ltd | 0.02% | — | 80 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $24K |
| Arax Advisory Partners | 0.00% | Add +3.0% | 68 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 67 | $20K |
| Spire Wealth Management | 0.00% | No change | 58 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 55 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $16K |
| Private Trust Co. NA | 0.00% | Add +6.3% | 51 | $15K |
| Promethos Capital, LLC | 0.01% | No change | 50 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +34.3% | 47 | $14K |
| FSA Wealth Management LLC | 0.01% | No change | 41 | $12K |
| Covestor Ltd | 0.01% | Add +0.0% | 38 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 38 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $11K |
| WPG Advisers, LLC | 0.01% | — | 35 | $10K |
| Hemington Wealth Management | 0.00% | Add +24.1% | 36 | $10K |
| NCP Inc. | 0.00% | No change | 25 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -16.7% | 25 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 23 | $7K |
| Rothschild Investment LLC | 0.00% | Add +4.5% | 23 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 22 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 21 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 19 | $6K |
| Quarry LP | 0.00% | New | 18 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 18 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $5K |
| GeoWealth Management, LLC | 0.00% | No change | 17 | $5K |
| Cohen & Steers, Inc. | 0.00% | No change | 17 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Add +6.7% | 16 | $5K |
| Assetmark, Inc. | 0.00% | Add +114.3% | 15 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 11 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $3K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 10 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 10 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -23.1% | 10 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 7 | $2K |
| MAI Capital Management | 0.00% | New | 7 | $2K |
| HM Payson & Co. | 0.00% | No change | 6 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +25.0% | 5 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.7% | 5 | $2K |
| Huntington National Bank | 0.00% | Reduce -82.8% | 5 | $2K |
| Horizon Investments, LLC | 0.00% | New | 5 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 4 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 4 | $1K |
| Global Retirement Partners, LLC | 0.00% | Reduce -71.4% | 4 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 4 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $900 |
| CVA Family Office, LLC | 0.00% | No change | 3 | $900 |
| Continuum Advisory, LLC | 0.00% | No change | 3 | $900 |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 2 | $600 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $600 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $301 |
| Putney Financial Group LLC | 0.00% | — | 1 | $300 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $300 |
| First Pacific Financial | 0.00% | Reduce -91.7% | 1 | $300 |
| Abound Wealth Management | 0.00% | No change | 1 | $300 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1 | $300 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.