Piper Sandler CosPIPR
13F holders, Q2 2025 (June 30)356holders −2
47new positions
48sold out
7famous investors
$277.99avg. 13F price*
At the end of Q2 2025, 356 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, down 2 from Q1 2025. 47 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($701.7M), Vanguard Group Inc. ($580.5M) and Invesco Ltd. ($193.0M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $91.3M |
| Exits | 48 | $47.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,567,366 shares bought and 815,891 shares sold, net +751,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Reduce -6.6% | 2,524,511 | $701.7M |
| Vanguard Group Inc. | 0.01% | Add +1.4% | 2,088,635 | $580.5M |
| Invesco Ltd. | 0.03% | Add +9.8% | 694,312 | $193.0M |
| State Street Corp. | 0.01% | Add +0.1% | 680,823 | $189.2M |
| FMR LLC | 0.01% | Add +17.9% | 669,594 | $186.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 400,772 | $111.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.1% | 385,160 | $107.1M |
| Westwood Holdings Group Inc. | 0.70% | Reduce -3.7% | 343,809 | $95.6M |
| GW&K Investment Management, LLC | 0.80% | Reduce -0.2% | 322,941 | $89.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -8.2% | 314,432 | $87.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.0% | 290,357 | $80.7M |
| Stephens Investment Management Group LLC | 1.03% | Add +11.6% | 279,542 | $77.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.1% | 255,593 | $71.0M |
| Millennium Management | 0.06% | Add +673.6% | 247,647 | $68.8M |
| Mairs & Power Inc. | 0.68% | Add +0.9% | 246,834 | $68.6M |
| North Reef Capital Management LP | 2.83% | Add +109.1% | 230,000 | $63.9M |
| Norges Bank | 0.01% | Add +1.7% | 215,227 | $59.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 202,065 | $56.2M |
| American Century Companies Inc. | 0.03% | Add +1155.7% | 200,149 | $55.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 196,163 | $54.5M |
| Systematic Financial Management LP | 1.44% | Add +0.3% | 194,799 | $54.1M |
| Franklin Resources Inc. | 0.01% | New | 183,569 | $51.0M |
| Nuveen, LLC | 0.01% | Reduce -12.5% | 176,060 | $48.9M |
| Morgan Stanley | 0.00% | Add +9.2% | 175,296 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.6% | 155,743 | $43.3M |
| Fisher Asset Management | 0.02% | Reduce -2.3% | 150,646 | $41.9M |
| Citadel Advisors | 0.04% | Add +33.1% | 150,177 | $41.7M |
| Voya Investment Management LLC | 0.05% | Add +7.3% | 142,756 | $39.7M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -24.9% | 138,630 | $38.5M |
| Lord, Abbett & Co. LLC | 0.12% | Reduce -44.4% | 124,839 | $34.7M |
| Greenwich Wealth Management LLC | 1.41% | Add +415.1% | 104,200 | $29.0M |
| Balyasny Asset Management L.P. | 0.06% | Add +111.5% | 87,997 | $24.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.7% | 82,549 | $22.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.4% | 81,594 | $22.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -36.1% | 81,001 | $22.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +80.4% | 79,941 | $22.2M |
| Ameriprise Financial Inc. | 0.00% | Add +16.2% | 70,688 | $19.6M |
| Kennedy Capital Management LLC | 0.46% | Reduce -2.1% | 68,976 | $19.2M |
| Public Sector Pension Investment Board | 0.07% | Add +9.7% | 56,066 | $15.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +35.5% | 54,355 | $15.5M |
| Sei Investments Co. | 0.02% | Add +14.1% | 54,614 | $15.2M |
| MetLife Investment Management, LLC | 0.08% | Add +0.3% | 50,773 | $14.1M |
| Rhumbline Advisers | 0.01% | Add +3.0% | 48,683 | $13.5M |
| Walleye Capital LLC | 0.14% | Add +357.5% | 48,147 | $13.4M |
| Legal & General Group Plc | 0.00% | Add +5.1% | 47,635 | $13.2M |
| Prudential Financial Inc. | 0.02% | Add +1.5% | 47,308 | $13.1M |
| Fred Alger Management, LLC | 0.06% | Reduce -33.3% | 46,103 | $12.8M |
| Bank of America Corp. | 0.00% | Add +22.0% | 43,494 | $12.1M |
| Barclays PLC | 0.00% | Add +1.0% | 41,686 | $11.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -8.0% | 41,060 | $11.4M |
| Beacon Pointe Advisors, LLC | 0.11% | No change | 38,554 | $10.7M |
| UBS Group AG | 0.00% | Add +28.4% | 37,216 | $10.3M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 33,900 | $9.4M |
| Axiom Investors LLC | 0.08% | Reduce -6.6% | 33,426 | $9.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.1% | 30,057 | $8.4M |
| Point72 Asset Management | 0.02% | New | 28,903 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.1% | 26,849 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 25,288 | $7.0M |
| Moody Aldrich Partners LLC | 1.36% | Add +9.1% | 25,246 | $7.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.0% | 25,065 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 24,718 | $6.9M |
| Nicholas Investment Partners, LP | 0.68% | Add +13.6% | 24,293 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Add +8.8% | 23,526 | $6.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 23,495 | $6.5M |
| Teacher Retirement System of Texas | 0.03% | Reduce -6.8% | 23,216 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +16.5% | 23,199 | $6.4M |
| King Luther Capital Management Corp. | 0.03% | No change | 21,605 | $6.0M |
| Interval Partners, LP | 0.13% | Add +1001.8% | 21,088 | $5.9M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 20,900 | $5.8M |
| Natixis Advisors, LLC | 0.01% | Add +10.3% | 19,451 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.0% | 18,683 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -48.7% | 18,095 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -34.8% | 16,838 | $4.7M |
| Crawford Investment Counsel Inc. | 0.08% | Add +2.1% | 16,700 | $4.6M |
| California State Teachers Retirement System | 0.01% | No change | 16,338 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +5.8% | 16,136 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 14,855 | $4.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +6.3% | 14,779 | $4.1M |
| Creative Planning | 0.00% | Add +15.8% | 14,641 | $4.1M |
| EFG Asset Management (North America) Corp. | 0.55% | Add +41.3% | 14,096 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 13,154 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.4% | 11,902 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 12,422 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -13.1% | 12,321 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.6% | 12,245 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.2% | 12,083 | $3.4M |
| Boothbay Fund Management, LLC | 0.10% | New | 11,515 | $3.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -2.2% | 11,418 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.0% | 11,412 | $3.2M |
| James Investment Research, Inc. | 0.36% | No change | 10,975 | $3.1M |
| Lisanti Capital Growth, LLC | 0.83% | Reduce -37.5% | 10,810 | $3.0M |
| Martingale Asset Management L P | 0.07% | Reduce -0.0% | 10,449 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.1% | 10,132 | $2.8M |
| Cinctive Capital Management LP | 0.15% | New | 9,808 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +9.7% | 9,789 | $2.7M |
| Oliver Luxxe Assets LLC | 0.48% | Add +0.9% | 9,715 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.3% | 9,592 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -3.6% | 9,451 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.4% | 9,284 | $2.6M |
| Tudor Investment Corporation | 0.02% | Add +529.4% | 9,025 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Add +4.7% | 8,931 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 8,622 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -6.9% | 8,429 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +0.7% | 8,306 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -54.4% | 8,006 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -34.2% | 8,064 | $2.2M |
| LPL Financial LLC | 0.00% | Add +11.4% | 7,895 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.3% | 7,700 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.6% | 7,496 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +10.9% | 7,437 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -72.8% | 7,192 | $2.0M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Reduce -3.3% | 7,156 | $2.0M |
| AQR Capital Management | 0.00% | Add +27.5% | 7,103 | $2.0M |
| Comerica Bank | 0.01% | Add +1.8% | 6,766 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 6,396 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -0.0% | 6,395 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -3.3% | 6,332 | $1.8M |
| Fluent Financial, LLC | 0.72% | New | 6,313 | $1.8M |
| PMC FIG Opportunities LLC | 2.61% | New | 6,309 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Add +3.1% | 6,200 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +1.5% | 6,055 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +134.5% | 5,876 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -7.2% | 5,622 | $1.6M |
| Aurdan Capital Management, LLC | 0.52% | No change | 5,528 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 5,175 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -40.3% | 5,134 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +11.2% | 5,063 | $1.4M |
| STRS Ohio | 0.01% | No change | 5,000 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.0% | 4,960 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -49.0% | 4,668 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Add +2.4% | 4,829 | $1.3M |
| Legato Capital Management LLC | 0.16% | Reduce -15.8% | 4,757 | $1.3M |
| Amalgamated Bank | 0.01% | Add +1.8% | 4,713 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.2% | 4,487 | $1.2M |
| Horizon Investments, LLC | 0.02% | New | 4,459 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +34.5% | 4,359 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 4,272 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +9.5% | 4,219 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.6% | 4,125 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 4,118 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 4,100 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +17.6% | 4,037 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.3% | 3,974 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -4.4% | 3,885 | $1.1M |
| D.A. Davidson & Co. | 0.01% | New | 3,872 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -45.6% | 3,828 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.7% | 3,785 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +15.4% | 3,747 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +8.8% | 3,700 | $1.0M |
| Hantz Financial Services, Inc. | 0.02% | Add +72820.0% | 3,646 | $1.0M |
| Glenmede Investment Management, LP | 0.01% | — | 3,581 | $995K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 3,426 | $952K |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $952K |
| Bank of Montreal | 0.00% | Add +5.9% | 3,276 | $911K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +61.4% | 3,252 | $904K |
| Cetera Investment Advisers | 0.00% | Reduce -7.7% | 3,211 | $893K |
| Calamos Advisors LLC | 0.01% | Add +30.0% | 3,174 | $882K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +17.2% | 3,015 | $838K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,014 | $838K |
| Amundi | 0.00% | Reduce -59.3% | 2,706 | $793K |
| BNP Paribas Financial Markets | 0.00% | Add +41.0% | 2,764 | $768K |
| Quadrant Capital Group LLC | 0.03% | Reduce -5.5% | 2,729 | $758K |
| First Citizens Bank & Trust Co. | 0.01% | Add +195.3% | 2,658 | $739K |
| Future Fund LLC | 0.33% | New | 2,650 | $737K |
| One Capital Management, LLC | 0.03% | New | 2,650 | $737K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.6% | 2,622 | $729K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 2,617 | $727K |
| Vise Technologies, Inc. | 0.03% | — | 2,578 | $716K |
| Vident Advisory, LLC | 0.01% | Reduce -28.8% | 2,494 | $693K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 2,264 | $629K |
| Tidal Investments LLC | 0.00% | Reduce -22.9% | 2,213 | $615K |
| Wallace Capital Management Inc. | 0.08% | No change | 2,188 | $608K |
| Persistent Asset Partners Ltd | 0.53% | New | 2,176 | $605K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.0% | 2,156 | $599K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -10.0% | 2,111 | $587K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.2% | 2,081 | $578K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +141.5% | 2,072 | $576K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,046 | $569K |
| Morse Asset Management, Inc | 0.13% | Add +7.4% | 2,040 | $567K |
| Benjamin Edwards Inc. | 0.01% | Add +12.5% | 2,032 | $565K |
| Quantinno Capital Management LP | 0.00% | Add +29.9% | 2,032 | $565K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.4% | 2,017 | $561K |
| Truepoint, Inc. | 0.01% | No change | 1,944 | $540K |
| Praxis Investment Management Inc. | 0.03% | No change | 1,920 | $534K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +9.4% | 1,874 | $521K |
| Avantax Advisory Services, Inc. | 0.00% | Add +41.9% | 1,833 | $509K |
| Edgestream Partners, L.P. | 0.01% | Reduce -87.1% | 1,825 | $507K |
| Aviva PLC | 0.00% | Reduce -21.8% | 1,821 | $506K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.4% | 1,820 | $506K |
| Regions Financial Corp. | 0.00% | Reduce -10.2% | 1,809 | $503K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 1,779 | $494K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 1,770 | $492K |
| Shell Asset Management Co. | 0.02% | Reduce -14.8% | 1,768 | $491K |
| Cynosure Group, LLC | 0.06% | Add +34.5% | 1,749 | $486K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.2% | 1,686 | $469K |
| Readystate Asset Management LP | 0.04% | New | 1,672 | $465K |
| Man Group plc | 0.00% | Reduce -62.8% | 1,666 | $463K |
| Schulhoff & Co. Inc. | 0.21% | No change | 1,663 | $462K |
| Evergreen Capital Management LLC | 0.01% | Add +11.1% | 1,630 | $453K |
| Arete Wealth Advisors, LLC | 0.03% | Add +35.7% | 1,630 | $453K |
| Destination Wealth Management | 0.01% | Add +0.9% | 1,502 | $417K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $408K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,410 | $392K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +2.2% | 1,410 | $392K |
| XTX Topco Ltd | 0.02% | New | 1,409 | $392K |
| Fox Run Management, L.L.C. | 0.06% | New | 1,383 | $384K |
| Parcion Private Wealth LLC | 0.03% | Add +0.1% | 1,362 | $379K |
| Xponance LLC | 0.00% | Add +4.1% | 1,358 | $377K |
| Tarbox Family Office, Inc. | 0.06% | No change | 1,353 | $376K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,353 | $376K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 1,341 | $373K |
| Panagora Asset Management Inc. | 0.00% | Add +1.4% | 1,340 | $372K |
| Washington Trust Bank | 0.03% | No change | 1,333 | $370K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.7% | 1,282 | $356K |
| Fiduciary Trust Co | 0.00% | Add +0.6% | 1,245 | $346K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 1,221 | $339K |
| Modus Advisors, LLC | 0.10% | No change | 1,198 | $333K |
| Pathstone Holdings, LLC | 0.00% | Reduce -47.6% | 1,159 | $322K |
| Vestcor Inc | 0.01% | No change | 1,125 | $313K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,087 | $302K |
| Choreo, LLC | 0.00% | Reduce -2.2% | 1,080 | $300K |
| Yorktown Management & Research Co Inc | 0.28% | New | 1,060 | $295K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,037 | $288K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -3.4% | 1,034 | $287K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 1,027 | $285K |
| Principal Securities, Inc. | 0.01% | Add +186.4% | 971 | $270K |
| Ethic Inc. | 0.00% | New | 951 | $268K |
| MQS Management LLC | 0.15% | New | 963 | $268K |
| Kestra Advisory Services, LLC | 0.00% | New | 944 | $262K |
| Commerce Bank | 0.00% | No change | 908 | $252K |
| M&T Bank Corp | 0.00% | Add +3.5% | 905 | $251K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 900 | $250K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 876 | $243K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 870 | $242K |
| Fullcircle Wealth LLC | 0.09% | New | 734 | $236K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -1.1% | 845 | $235K |
| Profund Advisors LLC | 0.01% | New | 837 | $233K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -3.4% | 833 | $232K |
| SG Americas Securities, LLC | 0.00% | Reduce -72.5% | 826 | $230K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -0.1% | 807 | $224K |
| Baird Financial Group, Inc. | 0.00% | New | 806 | $224K |
| Journey Strategic Wealth LLC | 0.01% | New | 798 | $222K |
| Atria Investments, Inc | 0.00% | Reduce -48.4% | 798 | $222K |
| Personal Cfo Solutions, LLC | 0.04% | New | 780 | $217K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 725 | $202K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 723 | $201K |
| CI Investments Inc. | 0.00% | Reduce -3.0% | 712 | $198K |
| Investors Research Corp | 0.04% | No change | 700 | $195K |
| Fifth Third Bancorp | 0.00% | Add +3.4% | 613 | $170K |
| KBC Group NV | 0.00% | Reduce -31.3% | 528 | $147K |
| SouthState Bank Corp | 0.01% | No change | 515 | $143K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 419 | $116K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 400 | $111K |
| Avalon Trust Co | 0.01% | Reduce -5.1% | 375 | $104K |
| Cwm, LLC | 0.00% | Add +12.0% | 345 | $96K |
| Signaturefd, LLC | 0.00% | No change | 338 | $94K |
| GAMMA Investing LLC | 0.01% | Reduce -23.6% | 336 | $93K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.4% | 330 | $93K |
| Blue Trust, Inc. | 0.00% | Add +13.8% | 288 | $80K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +15.1% | 275 | $76K |
| IFP Advisors, Inc | 0.00% | Reduce -36.4% | 157 | $75K |
| Allworth Financial LP | 0.00% | No change | 254 | $71K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 245 | $68K |
| Versant Capital Management, Inc | 0.01% | Reduce -11.4% | 241 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Add +27.6% | 217 | $60K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $56K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -1.0% | 195 | $54K |
| Acadian Asset Management LLC | 0.00% | Reduce -95.4% | 191 | $53K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $52K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.0% | 175 | $49K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 151 | $42K |
| West Oak Capital, LLC | 0.02% | No change | 150 | $42K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 148 | $41K |
| Covestor Ltd | 0.02% | Reduce -29.6% | 140 | $39K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 112 | $38K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 125 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +408.3% | 122 | $34K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -76.8% | 114 | $32K |
| AdvisorNet Financial, Inc | 0.00% | Add +48.0% | 114 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +11.9% | 113 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $31K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 105 | $29K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $29K |
| CENTRAL TRUST Co | 0.00% | New | 102 | $28K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 100 | $28K |
| Danske Bank A/S | 0.00% | New | 100 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $28K |
| Bessemer Group Inc. | 0.00% | Reduce -10.0% | 90 | $25K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 80 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.2% | 75 | $21K |
| Arax Advisory Partners | 0.00% | Add +490.9% | 65 | $18K |
| Spire Wealth Management | 0.00% | No change | 59 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 52 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $14K |
| Brooklyn Investment Group | 0.00% | Reduce -41.6% | 45 | $13K |
| Optiver Holding B.V. | 0.00% | Reduce -30.8% | 45 | $13K |
| MAI Capital Management | 0.00% | Add +528.6% | 44 | $12K |
| UMB Bank, n.a. | 0.00% | Reduce -30.6% | 43 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +138.9% | 43 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 41 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.4% | 39 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 37 | $10K |
| HighMark Wealth Management LLC | 0.00% | New | 35 | $10K |
| Assetmark, Inc. | 0.00% | Add +126.7% | 34 | $9K |
| Hemington Wealth Management | 0.00% | Reduce -12.8% | 34 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -5.9% | 32 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +271.4% | 26 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -23.5% | 26 | $7K |
| Lazard Asset Management LLC | 0.00% | Add +1300.0% | 28 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.8% | 25 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 25 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 25 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.3% | 18 | $5K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 17 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +15.4% | 15 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -70.6% | 15 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 13 | $4K |
| WealthCollab, LLC | 0.00% | New | 11 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 11 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.7% | 11 | $3K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 10 | $3K |
| Concorde Financial Corp | 0.00% | New | 10 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +125.0% | 9 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -76.9% | 9 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -77.8% | 8 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -69.6% | 7 | $2K |
| Huntington National Bank | 0.00% | Reduce -36.4% | 7 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 6 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 6 | $2K |
| HM Payson & Co. | 0.00% | No change | 6 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -44.4% | 5 | $1K |
| Larson Financial Group LLC | 0.00% | Add +100.0% | 4 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 4 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 3 | $834 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $834 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $834 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -50.0% | 3 | $834 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $834 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2 | $556 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 2 | $556 |
| Stephens Consulting, LLC | 0.00% | Reduce -60.0% | 2 | $556 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $281 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $278 |
| Abound Wealth Management | 0.00% | No change | 1 | $278 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $278 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $278 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $277 |
| Avion Wealth | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.