Piper Sandler CosPIPR
13F holders, Q1 2025 (March 31)358holders +8
45new positions
38sold out
6famous investors
$247.66avg. 13F price*
At the end of Q1 2025, 358 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 8 from Q4 2024. 45 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($669.4M), Vanguard Group Inc. ($510.3M) and State Street Corp. ($168.4M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $36.4M |
| Exits | 38 | $32.2M |
All 13F filers, Q4 2024 → Q1 2025: 746,561 shares bought and 722,446 shares sold, net +24,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| BlackRock, Inc. | 0.01% | Add +3.1% | 2,702,846 | $669.4M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 2,060,460 | $510.3M |
| State Street Corp. | 0.01% | Reduce -2.7% | 679,909 | $168.4M |
| Invesco Ltd. | 0.03% | Reduce -9.4% | 632,504 | $156.6M |
| FMR LLC | 0.01% | Reduce -7.0% | 568,047 | $140.7M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -10.7% | 405,924 | $100.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 391,013 | $96.9M |
| Westwood Holdings Group Inc. | 0.68% | Add +35.0% | 357,167 | $88.5M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.9% | 342,518 | $84.8M |
| GW&K Investment Management, LLC | 0.74% | Add +0.8% | 323,483 | $80.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.6% | 287,518 | $71.2M |
| Stephens Investment Management Group LLC | 0.90% | Add +16.8% | 250,507 | $62.0M |
| Mairs & Power Inc. | 0.63% | Add +1.2% | 244,607 | $60.6M |
| Lord, Abbett & Co. LLC | 0.21% | Reduce -14.3% | 224,486 | $55.6M |
| Norges Bank | 0.01% | Reduce -7.6% | 211,690 | $52.4M |
| Nuveen, LLC | 0.02% | — | 201,189 | $49.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 201,073 | $49.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 199,261 | $49.3M |
| Systematic Financial Management LP | 1.37% | Reduce -2.8% | 194,278 | $48.1M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.0% | 184,669 | $45.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -11.7% | 183,727 | $45.5M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 160,600 | $39.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 156,751 | $38.8M |
| Fisher Asset Management | 0.02% | Reduce -1.1% | 154,209 | $38.2M |
| Voya Investment Management LLC | 0.04% | Add +5.4% | 133,101 | $33.0M |
| Janus Henderson Group PLC | 0.02% | Add +26.6% | 126,766 | $31.4M |
| Citadel Advisors | 0.03% | Add +14.2% | 112,835 | $27.9M |
| North Reef Capital Management LP | 1.18% | Add +28.9% | 110,000 | $27.2M |
| Principal Financial Group Inc. | 0.01% | Add +3.9% | 80,487 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.7% | 78,128 | $19.3M |
| Kennedy Capital Management LLC | 0.42% | Add +61.7% | 70,457 | $17.4M |
| Fred Alger Management, LLC | 0.10% | Reduce -9.4% | 69,145 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 60,837 | $15.1M |
| Public Sector Pension Investment Board | 0.05% | Add +29.2% | 51,097 | $12.7M |
| MetLife Investment Management, LLC | 0.07% | Add +384.7% | 50,637 | $12.5M |
| Sei Investments Co. | 0.02% | Reduce -1.5% | 47,868 | $11.9M |
| Rhumbline Advisers | 0.01% | Add +0.3% | 47,267 | $11.7M |
| Prudential Financial Inc. | 0.02% | Reduce -10.2% | 46,601 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 45,318 | $11.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +11.0% | 44,644 | $11.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.4% | 44,323 | $11.0M |
| Balyasny Asset Management L.P. | 0.03% | New | 41,596 | $10.3M |
| Barclays PLC | 0.00% | Add +15.1% | 41,272 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +42.6% | 40,114 | $10.1M |
| Jane Street Group, LLC | 0.02% | Add +255.1% | 39,159 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +26.3% | 38,554 | $9.5M |
| Axiom Investors LLC | 0.09% | Reduce -35.8% | 35,799 | $8.9M |
| Bank of America Corp. | 0.00% | Add +35.8% | 35,651 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -19.8% | 35,295 | $8.7M |
| Swiss National Bank | 0.01% | Reduce -0.9% | 34,500 | $8.5M |
| Great Lakes Advisors, LLC | 0.08% | Reduce -3.3% | 34,458 | $8.5M |
| Millennium Management | 0.01% | Reduce -65.8% | 32,011 | $7.9M |
| ExodusPoint Capital Management, LP | 0.10% | New | 31,492 | $7.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -51.5% | 30,401 | $7.5M |
| UBS Group AG | 0.00% | Add +21.0% | 28,979 | $7.2M |
| State of Wisconsin Investment Board | 0.02% | Add +3.7% | 27,845 | $6.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.2% | 27,149 | $6.7M |
| First Trust Advisors LP | 0.01% | Add +0.5% | 26,436 | $6.5M |
| Citigroup Inc. | 0.00% | Add +7.0% | 25,813 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 25,252 | $6.3M |
| Teacher Retirement System of Texas | 0.03% | Add +177.3% | 24,909 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 24,690 | $6.1M |
| Moody Aldrich Partners LLC | 1.20% | Reduce -1.5% | 23,151 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +168.9% | 21,619 | $5.4M |
| King Luther Capital Management Corp. | 0.02% | Add +5.9% | 21,605 | $5.4M |
| Nicholas Investment Partners, LP | 0.61% | Reduce -35.0% | 21,387 | $5.3M |
| Greenwich Wealth Management LLC | 0.38% | Add +0.4% | 20,229 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 19,911 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.6% | 18,678 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +0.7% | 17,643 | $4.4M |
| HSBC Holdings PLC | 0.00% | Add +158.9% | 17,557 | $4.3M |
| Lisanti Capital Growth, LLC | 1.27% | Add +37.6% | 17,300 | $4.3M |
| Crawford Investment Counsel Inc. | 0.07% | Add +28.1% | 16,350 | $4.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 16,338 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +84.0% | 15,939 | $3.9M |
| Van Eck Associates Corp. | 0.01% | Add +10.7% | 15,773 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.6% | 15,254 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.6% | 15,254 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.7% | 15,040 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 14,171 | $3.5M |
| Edgestream Partners, L.P. | 0.12% | Reduce -24.0% | 14,136 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 13,909 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.3% | 13,760 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.7% | 13,431 | $3.3M |
| Creative Planning | 0.00% | Add +11.3% | 12,649 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -14.8% | 12,647 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +33.2% | 12,249 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 11,848 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.5% | 11,826 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.9% | 11,742 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +34.2% | 11,680 | $2.9M |
| James Investment Research, Inc. | 0.35% | No change | 10,975 | $2.7M |
| Algert Global LLC | 0.07% | No change | 10,916 | $2.7M |
| Walleye Capital LLC | 0.03% | New | 10,523 | $2.6M |
| Martingale Asset Management L P | 0.07% | Add +1.3% | 10,450 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.8% | 10,349 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -14.0% | 10,145 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.8% | 10,023 | $2.5M |
| EFG Asset Management (North America) Corp. | 0.41% | Add +140.7% | 9,974 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -7.0% | 9,808 | $2.4M |
| Oliver Luxxe Assets LLC | 0.44% | Reduce -14.1% | 9,626 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +0.1% | 9,155 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Add +1.4% | 9,058 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.8% | 9,026 | $2.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.7% | 8,921 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +45.5% | 8,598 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -15.8% | 8,531 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +1.1% | 8,251 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +110.7% | 8,035 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,600 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Reduce -28.6% | 7,399 | $1.8M |
| LPL Financial LLC | 0.00% | Add +26.2% | 7,088 | $1.8M |
| Squarepoint Ops LLC | 0.00% | New | 7,038 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.0% | 6,904 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.4% | 6,704 | $1.7M |
| Comerica Bank | 0.01% | Reduce -0.9% | 6,646 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +43.4% | 6,545 | $1.6M |
| 1492 Capital Management LLC | 0.86% | Reduce -0.0% | 6,428 | $1.6M |
| Credit Agricole S A | 0.01% | No change | 6,401 | $1.6M |
| US Bancorp \de | 0.00% | Add +6.4% | 6,397 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +141.4% | 6,323 | $1.6M |
| Amundi | 0.00% | Reduce -18.9% | 6,648 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.4% | 6,061 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.6% | 6,013 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +42.6% | 5,967 | $1.5M |
| Legato Capital Management LLC | 0.19% | Reduce -10.5% | 5,652 | $1.4M |
| Zacks Investment Management | 0.01% | New | 5,582 | $1.4M |
| AQR Capital Management | 0.00% | Add +20.7% | 5,572 | $1.4M |
| Aurdan Capital Management, LLC | 0.52% | Reduce -0.3% | 5,528 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 5,100 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -60.0% | 5,054 | $1.3M |
| STRS Ohio | 0.01% | Add +4.2% | 5,000 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -11.7% | 4,718 | $1.2M |
| Integrated Quantitative Investments LLC | 0.57% | Reduce -0.1% | 4,703 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.6% | 4,632 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Add +344.2% | 4,553 | $1.1M |
| Man Group plc | 0.00% | Add +53.8% | 4,483 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,369 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.8% | 4,314 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 4,272 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 4,139 | $1.0M |
| Acadian Asset Management LLC | 0.00% | Reduce -23.0% | 4,131 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 4,082 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 4,065 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +120.9% | 3,855 | $955K |
| Cibc World Markets Corp. | 0.01% | Add +137.3% | 3,853 | $954K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +13.8% | 3,853 | $954K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 3,704 | $917K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.6% | 3,685 | $913K |
| Trexquant Investment LP | 0.01% | New | 3,674 | $910K |
| Private Client Services, LLC | 0.44% | New | 3,554 | $880K |
| Vident Advisory, LLC | 0.01% | Reduce -77.8% | 3,502 | $867K |
| Cetera Investment Advisers | 0.00% | Add +65.1% | 3,480 | $862K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +33.8% | 3,433 | $850K |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $848K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.6% | 3,400 | $842K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 3,381 | $837K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.1% | 3,306 | $819K |
| Verition Fund Management LLC | 0.00% | New | 3,246 | $804K |
| Captrust Financial Advisors | 0.00% | Add +4.5% | 3,240 | $803K |
| Bank of Montreal | 0.00% | Add +25.4% | 3,093 | $766K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -11.1% | 3,014 | $746K |
| SG Americas Securities, LLC | 0.00% | New | 3,000 | $743K |
| Kesler, Norman & Wride, LLC | 0.14% | Add +19.0% | 2,986 | $740K |
| Quadrant Capital Group LLC | 0.03% | Add +283.0% | 2,888 | $715K |
| Tidal Investments LLC | 0.01% | Reduce -41.2% | 2,870 | $711K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.8% | 2,839 | $703K |
| HighTower Advisors, LLC | 0.00% | Add +6.2% | 2,651 | $657K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +32.4% | 2,572 | $637K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,506 | $621K |
| Calamos Advisors LLC | 0.00% | Reduce -77.2% | 2,441 | $605K |
| Farther Finance Advisors, LLC | 0.02% | Add +70.3% | 2,369 | $596K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.4% | 2,345 | $581K |
| Aviva PLC | 0.00% | Add +27.4% | 2,328 | $577K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -61.3% | 2,230 | $552K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 2,228 | $552K |
| Pathstone Holdings, LLC | 0.00% | Add +31.6% | 2,212 | $548K |
| Wallace Capital Management Inc. | 0.07% | No change | 2,188 | $542K |
| Shell Asset Management Co. | 0.02% | Reduce -4.5% | 2,076 | $514K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,046 | $507K |
| Cresset Asset Management, LLC | 0.00% | Reduce -52.1% | 2,032 | $503K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.6% | 2,015 | $499K |
| Regions Financial Corp. | 0.00% | Reduce -0.7% | 2,015 | $499K |
| Two Sigma Investments, LP | 0.00% | New | 2,000 | $495K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.9% | 1,970 | $488K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.5% | 1,961 | $486K |
| Truepoint, Inc. | 0.01% | No change | 1,944 | $481K |
| Praxis Investment Management Inc. | 0.03% | Reduce -24.7% | 1,920 | $476K |
| Interval Partners, LP | 0.02% | New | 1,914 | $474K |
| Morse Asset Management, Inc | 0.12% | Add +5.8% | 1,900 | $471K |
| Benjamin Edwards Inc. | 0.01% | New | 1,806 | $447K |
| Banque Pictet & Cie SA | 0.00% | New | 1,798 | $445K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.2% | 1,784 | $442K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.5% | 1,770 | $438K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,713 | $424K |
| Schulhoff & Co. Inc. | 0.18% | Reduce -9.5% | 1,663 | $412K |
| Quantinno Capital Management LP | 0.00% | Reduce -42.7% | 1,564 | $387K |
| Atria Investments, Inc | 0.00% | Reduce -16.5% | 1,545 | $383K |
| Destination Wealth Management | 0.01% | Add +0.2% | 1,489 | $369K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $364K |
| Evergreen Capital Management LLC | 0.01% | Add +8.3% | 1,467 | $363K |
| Tudor Investment Corporation | 0.00% | Reduce -93.2% | 1,434 | $355K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,410 | $349K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.3% | 1,380 | $342K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.1% | 1,379 | $341K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,360 | $337K |
| Tarbox Family Office, Inc. | 0.06% | No change | 1,353 | $335K |
| Washington Trust Bank | 0.03% | No change | 1,333 | $330K |
| Panagora Asset Management Inc. | 0.00% | Add +6.8% | 1,322 | $327K |
| Xponance LLC | 0.00% | Add +5.2% | 1,305 | $323K |
| Cynosure Group, LLC | 0.04% | Add +40.1% | 1,300 | $322K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.0% | 1,292 | $320K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.4% | 1,291 | $312K |
| Burney Co./ | 0.01% | Reduce -32.9% | 1,247 | $309K |
| Fiduciary Trust Co | 0.00% | New | 1,238 | $307K |
| Heritage Wealth Management, Inc. | 0.10% | Reduce -0.1% | 1,221 | $302K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 1,201 | $297K |
| Modus Advisors, LLC | 0.10% | Reduce -11.1% | 1,198 | $297K |
| Vestcor Inc | 0.01% | Reduce -80.3% | 1,125 | $279K |
| Choreo, LLC | 0.00% | Add +1.6% | 1,104 | $273K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,087 | $269K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,070 | $265K |
| Entropy Technologies, LP | 0.02% | New | 1,022 | $253K |
| United Services Automobile Association | 0.01% | New | 999 | $247K |
| Dark Forest Capital Management LP | 0.01% | New | 979 | $242K |
| Commerce Bank | 0.00% | Add +2.3% | 908 | $225K |
| First Citizens Bank & Trust Co. | 0.01% | New | 900 | $223K |
| BOS Asset Management, LLC | 0.08% | No change | 893 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 1,034 | $218K |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 879 | $218K |
| M&T Bank Corp | 0.00% | Add +6.6% | 874 | $217K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 870 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 868 | $215K |
| Allianz Asset Management GmbH | 0.00% | Reduce -21.2% | 867 | $215K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -0.9% | 862 | $213K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.2% | 858 | $212K |
| Spirepoint Private Client, LLC | 0.03% | Add +3.5% | 854 | $212K |
| Syon Capital LLC | 0.02% | New | 845 | $209K |
| HB Wealth Management, LLC | 0.00% | New | 835 | $207K |
| Vicus Capital | 0.02% | Add +19.1% | 823 | $204K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -50.3% | 808 | $200K |
| KBC Group NV | 0.00% | No change | 768 | $190K |
| CI Investments Inc. | 0.00% | Add +13.3% | 734 | $182K |
| Investors Research Corp | 0.04% | No change | 700 | $173K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 593 | $147K |
| SouthState Bank Corp | 0.01% | No change | 515 | $128K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 492 | $122K |
| GAMMA Investing LLC | 0.01% | Add +58.8% | 440 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 420 | $104K |
| Principal Securities, Inc. | 0.00% | No change | 339 | $102K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -20.0% | 400 | $99K |
| Avalon Trust Co | 0.01% | No change | 395 | $98K |
| PEAK6 LLC | 0.00% | New | 350 | $87K |
| Cloud Capital Management, LLC | 0.06% | — | 350 | $86K |
| Signaturefd, LLC | 0.00% | Add +174.8% | 338 | $84K |
| Mather Group, Llc. | 0.00% | No change | 307 | $76K |
| Cwm, LLC | 0.00% | Add +10.4% | 308 | $76K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.3% | 291 | $72K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -90.5% | 239 | $69K |
| Versant Capital Management, Inc | 0.01% | Add +1195.2% | 272 | $67K |
| IFP Advisors, Inc | 0.00% | Add +80.3% | 247 | $63K |
| Blue Trust, Inc. | 0.00% | Reduce -36.3% | 253 | $63K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 245 | $61K |
| Allworth Financial LP | 0.00% | Add +11.9% | 254 | $60K |
| Parallel Advisors, LLC | 0.00% | Add +28.6% | 216 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $50K |
| Covestor Ltd | 0.03% | Add +423.7% | 199 | $49K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 197 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Add +46.5% | 170 | $42K |
| Wealth Preservation Advisors, LLC | 0.03% | — | 151 | $37K |
| West Oak Capital, LLC | 0.02% | No change | 150 | $37K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +495.2% | 125 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $27K |
| von Borstel & Associates, Inc. | 0.01% | New | 112 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +131.9% | 109 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | — | 105 | $26K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $26K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 102 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Add +4950.0% | 101 | $25K |
| Bessemer Group Inc. | 0.00% | Add +12.4% | 100 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 81 | $20K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | — | 80 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $20K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -13.2% | 79 | $20K |
| Brooklyn Investment Group | 0.00% | New | 77 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1440.0% | 77 | $19K |
| Optiver Holding B.V. | 0.00% | New | 65 | $16K |
| UMB Bank, n.a. | 0.00% | Add +63.2% | 62 | $15K |
| Spire Wealth Management | 0.00% | Add +1.7% | 59 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -85.9% | 53 | $13K |
| Rise Advisors, LLC | 0.01% | Reduce -22.4% | 52 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $13K |
| Private Trust Co. NA | 0.00% | No change | 51 | $13K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 41 | $10K |
| NewSquare Capital LLC | 0.00% | New | 39 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | Add +2.8% | 37 | $9K |
| Hemington Wealth Management | 0.00% | Add +8.3% | 39 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 36 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -2.9% | 34 | $8K |
| Rothschild Investment LLC | 0.00% | Add +47.8% | 34 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +16.0% | 29 | $7K |
| NCP Inc. | 0.01% | No change | 25 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $6K |
| Quarry LP | 0.00% | Add +33.3% | 24 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 24 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 23 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -20.0% | 20 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 19 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 18 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $4K |
| Chesapeake Asset Management LLC | 0.00% | New | 17 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -99.2% | 17 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +36.4% | 15 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 15 | $4K |
| Assetmark, Inc. | 0.00% | No change | 15 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 13 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +85.7% | 13 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -83.8% | 11 | $3K |
| Huntington National Bank | 0.00% | Add +120.0% | 11 | $3K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 10 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 10 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10 | $2K |
| CVA Family Office, LLC | 0.00% | Add +200.0% | 9 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +200.0% | 9 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +60.0% | 8 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 7 | $2K |
| MAI Capital Management | 0.00% | No change | 7 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $1K |
| HM Payson & Co. | 0.00% | No change | 6 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 5 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.5% | 5 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $1K |
| Lanark Financial, Inc. | 0.00% | — | 5 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -60.0% | 4 | $991 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $991 |
| Center for Financial Planning, Inc. | 0.00% | No change | 4 | $991 |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $981 |
| True Wealth Design, LLC | 0.00% | New | 3 | $743 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $743 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.0% | 3 | $743 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $495 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $249 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $248 |
| WealthTrak Capital Management LLC | 0.00% | New | 1 | $248 |
| Abound Wealth Management | 0.00% | No change | 1 | $248 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $248 |
| AlphaQuest LLC | 0.00% | New | 1 | $248 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $247 |
| Lazard Asset Management LLC | 0.00% | Reduce -98.8% | 2 | $0 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.