Piper Sandler CosPIPR

13F holders, Q3 2025 (September 30)
381holders +25
60new positions
33sold out
4famous investors
$346.95avg. 13F price*

At the end of Q3 2025, 381 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 25 from Q2 2025. 60 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($869.1M), Vanguard Group Inc. ($732.2M) and Invesco Ltd. ($247.9M). 4 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 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

0100200300400500 Q1 2024: 284Q1 2024Q2 2024: 311Q2 2024Q3 2024: 334Q3 2024Q4 2024: 350Q4 2024Q1 2025: 358Q1 2025Q2 2025: 356Q2 2025Q3 2025: 381Q3 2025Q4 2025: 418Q4 2025Q1 2026: 18Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions60$189.1M
Exits33$67.6M

All 13F filers, Q2 2025 → Q3 2025: 1,199,512 shares bought and 1,151,558 shares sold, net +47,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 381 holders

BlackRock, Inc. 0.02% Reduce -0.8% 2,504,686 $869.1M
Vanguard Group Inc. 0.01% Add +1.0% 2,110,186 $732.2M
Invesco Ltd. 0.04% Add +2.9% 714,544 $247.9M
State Street Corp. 0.01% Add +0.6% 684,959 $237.7M
FMR LLC 0.01% Reduce -19.1% 541,912 $188.0M
Geode Capital Management, LLC 0.01% Reduce -1.1% 396,350 $137.5M
Dimensional Fund Advisors LP 0.03% Reduce -10.0% 346,505 $120.2M
Goldman Sachs Group Inc. 0.02% Add +25.9% 321,884 $111.7M
GW&K Investment Management, LLC 0.95% Reduce -4.3% 309,109 $107.3M
Alliancebernstein L.P. 0.03% Reduce -2.1% 307,679 $106.8M
Westwood Holdings Group Inc. 0.71% Reduce -18.0% 281,858 $97.8M
Stephens Investment Management Group LLC 1.26% Reduce -0.1% 279,392 $96.9M
JPMorgan Chase & Co. 0.01% Reduce -4.6% 276,930 $96.1M
American Century Companies Inc. 0.04% Add +23.9% 248,034 $86.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 209,720 $72.8M
Franklin Resources Inc. 0.02% Add +9.5% 200,961 $69.7M
Northern Trust Corp. 0.01% Add +0.1% 196,338 $68.1M
Systematic Financial Management LP 1.60% Reduce -2.8% 189,401 $65.7M
Mairs & Power Inc. 0.60% Reduce -25.2% 184,606 $64.1M
Lord, Abbett & Co. LLC 0.19% Add +41.0% 176,016 $61.1M
Morgan Stanley 0.00% Reduce -0.3% 174,790 $60.7M
Fisher Asset Management 0.02% Add +9.8% 165,432 $57.4M
Nuveen, LLC 0.01% Reduce -7.8% 162,292 $56.3M
Voya Investment Management LLC 0.06% Add +11.5% 159,139 $55.2M
Citadel Advisors 0.04% Add +5.7% 158,774 $55.1M
Bank of New York Mellon Corp 0.01% Reduce -0.6% 154,750 $53.7M
Loomis Sayles & Co. L P 0.06% Add +9.7% 152,064 $52.8M
North Reef Capital Management LP 2.46% Reduce -34.0% 151,707 $52.6M
Wellington Management Group LLP 0.01% New 110,738 $38.4M
Balyasny Asset Management L.P. 0.08% Add +25.5% 110,430 $38.3M
Greenwich Wealth Management LLC 1.80% Add +0.0% 104,211 $36.2M
Envestnet Asset Management Inc. 0.01% Add +10.0% 90,825 $31.5M
Barclays PLC 0.01% Add +111.2% 88,051 $30.6M
TimesSquare Capital Management, LLC 0.41% New 82,860 $28.8M
Kennedy Capital Management LLC 0.63% Add +19.7% 82,553 $28.6M
Fiera Capital Corp 0.09% New 81,667 $28.3M
Driehaus Capital Management LLC 0.20% New 81,524 $28.3M
Principal Financial Group Inc. 0.01% Reduce -1.4% 80,439 $27.9M
Janus Henderson Group PLC 0.01% Reduce -15.1% 68,783 $23.9M
Public Sector Pension Investment Board 0.08% Add +15.7% 64,870 $22.5M
Neuberger Berman Group LLC 0.02% Add +111.8% 63,677 $22.1M
Bank of America Corp. 0.00% Add +40.6% 61,146 $21.2M
Axiom Investors LLC 0.15% Add +80.0% 60,176 $20.9M
Ameriprise Financial Inc. 0.00% Reduce -14.9% 60,153 $20.9M
Sei Investments Co. 0.02% Add +6.7% 58,256 $20.2M
Fred Alger Management, LLC 0.07% Add +13.8% 52,465 $18.2M
Azora Capital LP 0.80% New 49,507 $17.2M
Rhumbline Advisers 0.01% Add +0.1% 48,711 $16.9M
Legal & General Group Plc 0.00% Reduce -2.5% 46,468 $16.1M
Nicholas Investment Partners, LP 1.38% Add +86.8% 45,381 $15.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -17.3% 44,935 $15.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -6.1% 38,547 $13.4M
Swiss National Bank 0.01% Add +1.5% 34,400 $11.9M
New York State Common Retirement Fund 0.01% Add +265.5% 32,640 $11.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -59.3% 32,528 $11.3M
ExodusPoint Capital Management, LP 0.14% New 29,752 $10.3M
Millennium Management 0.01% Reduce -88.7% 28,110 $9.8M
Castleark Management LLC 0.27% New 27,846 $9.7M
UBS Group AG 0.00% Reduce -26.0% 27,555 $9.6M
State of Wisconsin Investment Board 0.02% Add +2.4% 25,665 $8.9M
Raymond James Financial Inc. 0.00% Add +1.4% 25,639 $8.9M
Moody Aldrich Partners LLC 1.60% Reduce -3.7% 24,316 $8.4M
Truist Financial Corp. 0.01% Reduce -1.7% 24,306 $8.4M
Pinnbrook Capital Management LP 1.55% New 24,214 $8.4M
New York State Teachers Retirement System 0.02% Reduce -10.2% 24,120 $8.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +63.0% 24,084 $8.4M
Prudential Financial Inc. 0.01% Reduce -51.1% 23,152 $8.0M
Royal Bank of Canada 0.00% Reduce -2.6% 22,592 $7.8M
Wells Fargo & Company 0.00% Add +65.9% 21,820 $7.6M
King Luther Capital Management Corp. 0.03% No change 21,605 $7.5M
Russell Investments Group, Ltd. 0.01% Add +87.6% 21,407 $7.4M
Natixis Advisors, LLC 0.01% Add +8.2% 21,053 $7.3M
Teacher Retirement System of Texas 0.03% Reduce -9.9% 20,925 $7.3M
Creative Planning 0.01% Add +42.3% 20,834 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Add +1.3% 18,934 $6.7M
Edgestream Partners, L.P. 0.19% Add +927.8% 18,758 $6.5M
Orion Porfolio Solutions, LLC 0.05% Add +12.8% 18,205 $6.3M
California State Teachers Retirement System 0.01% Add +2.1% 16,683 $5.8M
Lisanti Capital Growth, LLC 1.35% Add +47.6% 15,960 $5.5M
Informed Momentum Co LLC 0.62% New 15,805 $5.4M
T. Rowe Price Associates Inc. 0.00% Add +4.5% 15,519 $5.4M
Interval Partners, LP 0.11% Reduce -28.9% 14,988 $5.2M
Deutsche Bank AG 0.00% Add +13.9% 14,032 $4.9M
Crawford Investment Counsel Inc. 0.08% Reduce -18.0% 13,700 $4.8M
EFG Asset Management (North America) Corp. 0.56% Reduce -11.6% 12,464 $4.3M
Cinctive Capital Management LP 0.21% Add +25.9% 12,345 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.8% 11,991 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.3% 11,944 $4.1M
Cerity Partners LLC 0.01% Reduce -8.2% 11,401 $4.0M
James Investment Research, Inc. 0.42% Add +1.5% 11,137 $3.9M
HSBC Holdings PLC 0.00% Add +39.5% 11,170 $3.9M
MetLife Investment Management, LLC 0.02% Reduce -79.8% 10,256 $3.6M
Martingale Asset Management L P 0.09% Reduce -4.6% 9,965 $3.5M
Oliver Luxxe Assets LLC 0.54% Add +2.1% 9,916 $3.4M
Mariner, LLC 0.00% Reduce -1.1% 9,345 $3.2M
MML Investors Services, LLC 0.01% Add +5.1% 9,061 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -7.5% 9,052 $3.1M
CI Investments Inc. 0.01% Add +1158.0% 8,957 $3.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.6% 8,953 $3.1M
Knights of Columbus Asset Advisors LLC 0.18% Add +25.1% 8,950 $3.1M
LPL Financial LLC 0.00% Add +13.3% 8,948 $3.1M
Legato Capital Management LLC 0.33% Add +82.9% 8,702 $3.0M
Illinois Municipal Retirement Fund 0.04% Add +1.1% 8,518 $3.0M
Verition Fund Management LLC 0.02% Add +125.1% 8,436 $2.9M
Stifel Financial Corp. 0.00% Add +31.0% 8,376 $2.9M
Dorsey & Whitney Trust CO LLC 0.15% No change 8,306 $2.9M
NorthCrest Asset Manangement, LLC 0.07% Add +81.4% 8,469 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 8,130 $2.8M
Public Employees Retirement System of Ohio 0.01% Reduce -20.3% 8,073 $2.8M
Lighthouse Investment Partners, LLC 0.10% New 7,921 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +6.5% 7,920 $2.7M
Louisiana State Employees Retirement System 0.04% Reduce -1.3% 7,600 $2.6M
Intech Investment Management LLC 0.02% Reduce -11.9% 7,102 $2.5M
AQR Capital Management 0.00% Reduce -1.8% 6,974 $2.4M
Citigroup Inc. 0.00% Reduce -59.3% 6,849 $2.4M
First Trust Advisors LP 0.00% Reduce -5.9% 6,767 $2.3M
US Bancorp \de 0.00% Add +5.1% 6,723 $2.3M
Harbor Capital Advisors, Inc. 0.18% Add +5.6% 6,688 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.3% 6,647 $2.3M
Credit Agricole S A 0.01% — 6,401 $2.2M
Squarepoint Ops LLC 0.00% Add +64.3% 6,291 $2.2M
Calamos Advisors LLC 0.01% Add +93.7% 6,147 $2.1M
Lido Advisors, LLC 0.01% Add +0.3% 6,075 $2.1M
Comerica Bank 0.01% Reduce -13.5% 5,851 $2.0M
Aurdan Capital Management, LLC 0.61% No change 5,528 $1.9M
Cetera Investment Advisers 0.00% Add +69.2% 5,432 $1.9M
Arizona State Retirement System 0.01% Add +1.5% 5,254 $1.8M
Level Four Advisory Services, LLC 0.06% Add +3.3% 5,229 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -15.9% 5,215 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +4.2% 5,167 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +44.3% 4,943 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -16.0% 4,934 $1.7M
Wolverine Trading, LLC 0.03% New 4,842 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -4.4% 4,907 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Add +23.3% 4,900 $1.7M
Park Avenue Securities LLC 0.01% Add +18.1% 4,843 $1.7M
Amalgamated Bank 0.01% Add +2.1% 4,813 $1.7M
D.A. Davidson & Co. 0.01% Add +21.2% 4,692 $1.6M
BNP Paribas Financial Markets 0.00% Add +64.0% 4,533 $1.6M
STRS Ohio 0.01% Reduce -10.0% 4,500 $1.6M
Victory Capital Management Inc. 0.00% Reduce -1.8% 4,405 $1.5M
Captrust Financial Advisors 0.00% Add +0.3% 4,374 $1.5M
Osaic Holdings, Inc. 0.00% Add +5.8% 4,356 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +6.5% 4,301 $1.5M
Handelsbanken Fonder AB 0.00% No change 4,272 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 4,233 $1.5M
Future Fund LLC 0.51% Add +56.6% 4,150 $1.4M
One Capital Management, LLC 0.05% Add +56.6% 4,150 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 4,125 $1.4M
Quantinno Capital Management LP 0.00% Add +101.9% 4,102 $1.4M
Hantz Financial Services, Inc. 0.02% Add +8.8% 3,966 $1.4M
Integrated Quantitative Investments LLC 0.39% New 3,933 $1.4M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.7% 3,757 $1.3M
KLP Kapitalforvaltning As 0.01% No change 3,700 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +15.7% 3,488 $1.2M
Ensign Peak Advisors, Inc 0.00% Reduce -69.5% 3,483 $1.2M
Glenmede Investment Management, LP 0.01% Reduce -3.9% 3,441 $1.2M
Sit Investment Associates Inc. 0.02% No change 3,425 $1.2M
Nisa Investment Advisors, LLC 0.00% Reduce -39.8% 3,384 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.3% 3,355 $1.2M
ProShare Advisors LLC 0.00% Reduce -15.5% 3,282 $1.1M
Man Group plc 0.00% Add +86.6% 3,109 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Add +63.0% 3,054 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.7% 3,035 $1.1M
SG Americas Securities, LLC 0.00% Add +250.0% 2,891 $1.0M
Amundi 0.00% Add +7.6% 2,912 $1.0M
HighTower Advisors, LLC 0.00% Add +7.2% 2,805 $973K
Assetmark, Inc. 0.00% Add +8064.7% 2,776 $963K
Quadrant Capital Group LLC 0.03% Add +0.3% 2,738 $950K
Pictet Asset Management Holding SA 0.00% Reduce -1.4% 2,586 $897K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,573 $893K
First Citizens Bank & Trust Co. 0.02% Reduce -3.8% 2,556 $887K
Benjamin Edwards Inc. 0.01% Add +19.8% 2,434 $845K
Maryland State Retirement & Pension System 0.02% Reduce -50.4% 2,394 $831K
Voleon Capital Management LP 0.02% New 2,300 $798K
Jane Street Group, LLC 0.00% New 2,275 $789K
Vident Advisory, LLC 0.01% Reduce -11.3% 2,213 $768K
Farther Finance Advisors, LLC 0.01% Add +6.3% 2,212 $768K
OneDigital Investment Advisors LLC 0.01% Add +9.6% 2,211 $767K
Kesler, Norman & Wride, LLC 0.15% New 2,509 $753K
Evergreen Capital Management LLC 0.02% Add +32.8% 2,165 $751K
Tidal Investments LLC 0.00% Reduce -4.3% 2,117 $735K
Commonwealth Equity Services, LLC 0.00% Reduce -7.7% 2,090 $725K
Public Employees Retirement Association of Colorado 0.00% No change 2,046 $710K
Morse Asset Management, Inc 0.14% No change 2,040 $708K
Pathstone Holdings, LLC 0.00% Add +74.3% 2,020 $701K
Vise Technologies, Inc. 0.03% Reduce -22.8% 1,991 $691K
Coldstream Capital Management Inc. 0.01% Add +9.4% 1,946 $675K
Truepoint, Inc. 0.02% No change 1,944 $675K
Susquehanna International Group, LLP 0.00% Reduce -91.8% 1,939 $673K
Praxis Investment Management Inc. 0.04% No change 1,920 $666K
Wallace Capital Management Inc. 0.08% Reduce -13.2% 1,900 $659K
CIBC Bancorp USA Inc. 0.00% — 1,865 $647K
Mutual of America Capital Management LLC 0.01% Reduce -11.8% 1,862 $646K
Cresset Asset Management, LLC 0.00% Add +1.0% 1,838 $638K
Bank of Montreal 0.00% Reduce -46.4% 1,756 $609K
Cynosure Group, LLC 0.07% No change 1,749 $607K
Mercer Global Advisors Inc. 0.00% Add +26.9% 1,701 $590K
Banque Pictet & Cie SA 0.01% Reduce -0.7% 1,675 $581K
Regions Financial Corp. 0.00% Reduce -7.6% 1,672 $580K
Arete Wealth Advisors, LLC 0.04% Add +0.4% 1,636 $568K
Schulhoff & Co. Inc. 0.24% Reduce -2.7% 1,618 $561K
Destination Wealth Management 0.01% No change 1,502 $521K
Tower Research Capital LLC (TRC) 0.01% Reduce -28.9% 1,474 $511K
Obermeyer Wealth Partners 0.02% No change 1,469 $510K
Ameritas Investment Partners, Inc. 0.02% Reduce -17.4% 1,462 $507K
Farmers & Merchants Investments Inc. 0.01% No change 1,410 $489K
Xponance LLC 0.00% Add +1.5% 1,378 $478K
Parcion Private Wealth LLC 0.03% Add +0.2% 1,365 $474K
Tarbox Family Office, Inc. 0.07% No change 1,353 $470K
Virtu Financial LLC 0.03% New 1,330 $461K
HighPoint Advisor Group LLC 0.02% Add +0.2% 1,284 $446K
Ethic Inc. 0.01% Add +34.0% 1,274 $442K
Fiduciary Trust Co 0.00% No change 1,245 $432K
Panagora Asset Management Inc. 0.00% Reduce -7.2% 1,243 $431K
Heritage Wealth Management, Inc. 0.12% No change 1,221 $424K
Modus Advisors, LLC 0.11% No change 1,198 $416K
Choreo, LLC 0.01% Add +4.2% 1,125 $390K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +4.9% 1,088 $378K
Mackenzie Financial Corp. 0.00% No change 1,087 $377K
Kestra Advisory Services, LLC 0.00% Add +12.8% 1,065 $369K
Yorktown Management & Research Co Inc 0.29% No change 1,060 $368K
Principal Securities, Inc. 0.01% Add +8.2% 1,051 $365K
Corient Private Wealth LP 0.00% Add +17.6% 1,030 $357K
Transcend Capital Advisors, LLC 0.03% Reduce -0.6% 1,028 $357K
Caxton Associates LLP 0.01% New 935 $324K
Personal Cfo Solutions, LLC 0.06% Add +18.7% 926 $321K
Commerce Bank 0.00% No change 908 $315K
Vicus Capital 0.02% New 873 $303K
Stonebridge Capital Advisors LLC 0.02% No change 870 $302K
Spirepoint Private Client, LLC 0.03% Add +1.9% 861 $299K
HB Wealth Management, LLC 0.00% New 843 $293K
Canandaigua National Bank & Trust Co. 0.03% Reduce -0.1% 832 $289K
Sequoia Financial Advisors, LLC 0.00% New 811 $281K
Profund Advisors LLC 0.01% Reduce -4.9% 796 $276K
Swiss Life Asset Management Ltd 0.00% New 792 $275K
Shell Asset Management Co. 0.03% Reduce -55.5% 787 $273K
New Age Alpha Advisors, LLC 0.01% Reduce -2.9% 784 $272K
Snowden Capital Advisors LLC 0.01% New 782 $271K
CIBC Private Wealth Group LLC 0.00% Reduce -23.9% 781 $271K
ZWJ Investment Counsel Inc. 0.01% Reduce -15.0% 765 $265K
Bessemer Group Inc. 0.00% Add +731.1% 748 $260K
Atria Investments, Inc 0.00% Reduce -6.1% 749 $260K
Journey Strategic Wealth LLC 0.01% Reduce -7.1% 741 $257K
Smartleaf Asset Management LLC 0.02% Add +118.5% 721 $254K
Flagship Harbor Advisors, LLC 0.01% Add +0.1% 724 $251K
M&T Bank Corp 0.00% Reduce -21.4% 711 $246K
Investors Research Corp 0.04% No change 700 $243K
Fullcircle Wealth LLC 0.08% Add +0.1% 735 $240K
Concurrent Investment Advisors, LLC 0.00% New 688 $239K
Forum Financial Management, LP 0.00% New 661 $229K
Blair William & Co. 0.00% New 657 $228K
Baird Financial Group, Inc. 0.00% Reduce -19.2% 651 $226K
Crossmark Global Holdings, Inc. 0.00% Reduce -13.5% 627 $218K
Trust Point Inc. 0.02% New 626 $217K
Sowell Financial Services LLC 0.01% New 622 $216K
BOS Asset Management, LLC 0.06% New 621 $215K
Fifth Third Bancorp 0.00% Add +1.1% 620 $215K
Sage Rhino Capital LLC 0.04% New 610 $212K
Blue Owl Capital Holdings LP 0.07% New 607 $211K
Two Sigma Securities, LLC 0.03% New 589 $204K
Shelton Capital Management 0.00% New 588 $204K
QRG Capital Management, Inc. 0.00% New 579 $201K
KBC Group NV 0.00% No change 528 $183K
SouthState Bank Corp 0.01% No change 515 $179K
Simplex Trading, LLC 0.00% New 506 $175K
GAMMA Investing LLC 0.01% Add +28.9% 433 $150K
Harbour Investments, Inc. 0.00% No change 419 $145K
Ramirez Asset Management, Inc. 0.02% No change 400 $139K
Cwm, LLC 0.00% Add +13.6% 392 $136K
Avalon Trust Co 0.01% No change 375 $130K
Signaturefd, LLC 0.00% Add +6.8% 361 $125K
Cloud Capital Management, LLC 0.06% New 353 $122K
IFP Advisors, Inc 0.00% Add +94.3% 305 $106K
Blue Trust, Inc. 0.00% Add +1.7% 293 $102K
Mather Group, Llc. 0.00% New 267 $93K
Allworth Financial LP 0.00% Add +3.1% 262 $91K
Versant Capital Management, Inc 0.01% No change 241 $84K
Harvest Fund Management Co., Ltd 0.00% Add +1241.2% 228 $79K
Arax Advisory Partners 0.00% Add +226.2% 212 $74K
Missouri Trust & Investment Co 0.02% No change 203 $70K
Rockefeller Capital Management L.P. 0.00% New 202 $70K
DHJJ Financial Advisors, Ltd. 0.02% No change 195 $68K
Acadian Asset Management LLC 0.00% No change 191 $66K
Bartlett & Co. Wealth Management LLC 0.00% No change 186 $65K
Eastern Bank 0.00% New 183 $63K
Parallel Advisors, LLC 0.00% No change 175 $61K
Covestor Ltd 0.03% Add +16.4% 163 $57K
Geneos Wealth Management Inc. 0.00% Reduce -26.7% 159 $55K
Steward Partners Investment Advisory, LLC 0.00% Add +37.8% 153 $53K
Jones Financial Companies LLLP 0.00% Add +23.8% 151 $53K
Wealth Preservation Advisors, LLC 0.03% No change 151 $52K
West Oak Capital, LLC 0.03% No change 150 $52K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 125 $43K
CENTRAL TRUST Co 0.00% Add +19.6% 122 $42K
Salomon & Ludwin, LLC 0.00% New 117 $41K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 114 $40K
Parkside Financial Bank & Trust 0.00% Add +0.9% 114 $40K
AdvisorNet Financial, Inc 0.00% Reduce -4.4% 109 $38K
Private Wealth Asset Management, LLC 0.00% No change 105 $36K
Financial Perspectives, Inc 0.01% No change 103 $36K
NewEdge Advisors, LLC 0.00% Add +1.0% 101 $35K
Danske Bank A/S 0.00% No change 100 $35K
Nomura Asset Management Co. Ltd. 0.00% No change 100 $35K
Advisors Asset Management, Inc. 0.00% New 95 $33K
Whittier Trust Co. 0.00% New 92 $31K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 80 $28K
Bogart Wealth, LLC 0.00% No change 80 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.3% 76 $26K
Optiver Holding B.V. 0.00% Add +64.4% 74 $26K
Federated Hermes, Inc. 0.00% New 60 $21K
Spire Wealth Management 0.00% No change 59 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +2800.0% 58 $20K
UMB Bank, n.a. 0.00% Add +34.9% 58 $20K
Transamerica Financial Advisors, LLC 0.00% New 58 $20K
Rise Advisors, LLC 0.01% No change 52 $18K
Salem Investment Counselors Inc. 0.00% No change 52 $18K
Advisory Services Network, LLC 0.00% New 52 $18K
Sterling Capital Management LLC 0.00% No change 43 $15K
FSA Wealth Management LLC 0.01% No change 41 $14K
WPG Advisers, LLC 0.01% Add +50.0% 39 $14K
EverSource Wealth Advisors, LLC 0.00% No change 39 $14K
Larson Financial Group LLC 0.00% Add +850.0% 38 $13K
Root Financial Partners, LLC 0.00% New 38 $13K
GHP Investment Advisors, Inc. 0.00% No change 37 $13K
HighMark Wealth Management LLC 0.01% No change 35 $12K
Hemington Wealth Management 0.00% Add +8.8% 37 $12K
MAI Capital Management 0.00% Reduce -22.7% 34 $12K
Wealthspire Advisors, LLC 0.00% New 31 $11K
Bare Financial Services, Inc 0.00% Add +11.5% 29 $10K
Caitong International Asset Management Co., Ltd 0.01% New 27 $9K
Rothschild Investment LLC 0.00% Reduce -21.9% 25 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 25 $8K
Bell Investment Advisors, Inc 0.00% Reduce -12.0% 22 $8K
Clearstead Advisors, LLC 0.00% Reduce -12.0% 22 $8K
Prestige Wealth Management Group LLC 0.00% No change 19 $7K
JFS Wealth Advisors, LLC 0.00% No change 18 $6K
Private Wealth Management Group, LLC 0.00% No change 17 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 15 $5K
Private Trust Co. NA 0.00% No change 15 $5K
Ameritas Advisory Services, LLC 0.00% No change 13 $5K
Altshuler Shaham Ltd 0.00% New 13 $5K
Albion Financial Group 0.00% New 12 $4K
Twin Tree Management, LP 0.00% New 12 $4K
WealthCollab, LLC 0.00% No change 11 $4K
Creative Financial Designs Inc. 0.00% No change 11 $4K
Dakota Community Bank & Trust NA 0.01% No change 10 $3K
Fortitude Family Office, LLC 0.00% No change 9 $3K
Cedar Mountain Advisors, LLC 0.00% Add +200.0% 9 $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
Vermillion Wealth Management, Inc. 0.00% No change 7 $2K
Tortoise Investment Management, LLC 0.00% Add +16.7% 7 $2K
Huntington National Bank 0.00% No change 7 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -25.0% 6 $2K
Clearstead Trust, LLC 0.00% No change 6 $2K
HM Payson & Co. 0.00% No change 6 $2K
Whittier Trust Co. of Nevada Inc. 0.00% New 6 $2K
Cape Investment Advisory, Inc. 0.00% New 5 $2K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -98.2% 5 $2K
CVA Family Office, LLC 0.00% No change 5 $2K
Montag A & Associates Inc. 0.00% New 5 $2K
Trust Co. of Vermont 0.00% New 4 $1K
Global Retirement Partners, LLC 0.00% No change 4 $1K
True Wealth Design, LLC 0.00% No change 3 $1K
Rialto Wealth Management, LLC 0.00% No change 3 $1K
Park Place Capital Corp 0.00% New 3 $1K
Physician Wealth Advisors, Inc. 0.00% No change 3 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 3 $1K
SBI Securities Co., Ltd. 0.00% No change 3 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $694
SJS Investment Consulting Inc. 0.00% No change 2 $694
Turning Point Benefit Group, Inc. 0.00% New 2 $677
PEAK6 LLC 0.00% New 2 $528
Pineridge Advisors LLC 0.00% No change 1 $351
Abound Wealth Management 0.00% No change 1 $347
Palisade Asset Management, LLC 0.00% New 1 $347
TFC Financial Management, Inc. 0.00% No change 1 $347
Bay Harbor Wealth Management, LLC 0.00% No change 1 $346
Avion Wealth 0.00% No change 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.