Abacus Global Management, Inc.
ABX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001814287
In the last 90 days, Abacus Global Management, Inc. insiders filed 0 open-market purchases and 11 sales; 148 institutions reported holding it in 13F filings for Q2 2026, worth $294.0M in total; no superinvestor holds it.
Other share classesABXL
13F holders, Q4 2024
Institutional positions in Abacus Global Management, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 75
- +25 vs. Q3 2024
- Shares held
- 27.4M
- +14.3M (+108.7%) vs. Q3 2024
- Total value
- $214.6M
- +$81.7M (+61.5%) vs. Q3 2024
- New holders
- 28
- 35 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ABX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 148 | $294.0M |
| Q1 2026 | 132 | $213.8M |
| Q4 2025 | 120 | $245.0M |
| Q3 2025 | 119 | $174.7M |
| Q2 2025 | 91 | $142.8M |
| Q1 2025 | 81 | $210.4M |
| Q4 2024 | 75 | $214.6M |
| Q3 2024 | 51 | $133.0M |
| Q2 2024 | 44 | $102.1M |
| Q1 2024 | 15 | $4.30M |
| Q4 2023 | 6 | $2.69M |
| Q3 2023 | 6 | $1.60M |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Abacus Global Management, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 3 | $23 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 16 | $125 | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 101 | $791 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 214 | $1.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 985 | $7.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,153 | $9.03K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,245 | $9.84K | 0.01% | +1,245 | New |
| Darwin Advisors, LLC | 2,000 | $15.7K | 0.01% | +2,000 | New |
| Assetmark, Inc | 2,142 | $16.8K | 0.00% | −170−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,910 | $22.8K | 0.00% | +2,910 | New |
| Wells Fargo & Company | 5,026 | $39.4K | 0.00% | +885+21.4% | Added |
| Advisor Group Holdings, Inc. | 6,310 | $49.4K | 0.00% | −1,390−18.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,481 | $66.4K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,397 | $81.0K | 0.00% | +10,397 | New |
| Citigroup Inc | 11,347 | $88.8K | 0.00% | −19,129−62.8% | Reduced |
| Envestnet Asset Management Inc | 11,669 | $91.4K | 0.00% | −733−5.9% | Reduced |
| Quadrature Capital Ltd | 13,045 | $102.1K | 0.00% | +13,045 | New |
| Geneos Wealth Management Inc. | 14,050 | $110.0K | 0.00% | +14,050 | New |
| Squarepoint Ops LLC | 14,412 | $112.8K | 0.00% | +14,412 | New |
| Kestra Private Wealth Services, LLC | 15,561 | $121.8K | 0.00% | +15,561 | New |
| Centiva Capital, LP | 16,070 | $125.8K | 0.00% | +16,070 | New |
| JPMorgan Chase & Co | 16,670 | $130.5K | 0.00% | +14,420+640.9% | Added |
| Morgan Stanley | 19,102 | $149.6K | 0.00% | +17,620+1,188.9% | Added |
| LPL Financial LLC | 23,288 | $182.3K | 0.00% | +5,507+31.0% | Added |
| XTX Topco Ltd | 24,654 | $193.0K | 0.02% | +24,654 | New |
| Cubist Systematic Strategies, LLC | 28,776 | $225.3K | 0.00% | +28,776 | New |
| FJ Capital Management LLC | 33,674 | $263.7K | 0.03% | +33,674 | New |
| Jane Street Group, LLC | 35,960 | $281.6K | 0.00% | +35,960 | New |
| Richard W. Paul & Associates, LLC | 41,836 | $327.6K | 0.12% | +2,934+7.5% | Added |
| Northern Trust Corp | 50,626 | $396.4K | 0.00% | +27,217+116.3% | Added |
| State Street Corp | 55,450 | $434.2K | 0.00% | +55,450 | New |
| Weiss Asset Management LP | 56,000 | $438.5K | 0.01% | +56,000 | New |
| Omers Administration Corp | 56,150 | $439.7K | 0.00% | +56,150 | New |
| Lakeview Capital Partners, LLC | 61,125 | $478.6K | 0.11% | +50,800+492.0% | Added |
| Charles Schwab Investment Management Inc | 61,352 | $480.4K | 0.00% | +716+1.2% | Added |
| Two Sigma Investments, LP | 78,811 | $617.1K | 0.00% | +78,811 | New |
| SEI Investments Co | 81,525 | $638.3K | 0.00% | +22,783+38.8% | Added |
| Evernest Financial Advisors, LLC | 110,250 | $863.3K | 0.22% | +42,950+63.8% | Added |
| UBS Group AG | 134,327 | $1.05M | 0.00% | +133,526+16,669.9% | Added |
| Bank of America Corp | 161,458 | $1.26M | 0.00% | +4,162+2.6% | Added |
| Marshall Wace, LLP | 165,090 | $1.29M | 0.00% | +165,090 | New |
| Moore Capital Management, LP | 173,575 | $1.36M | 0.03% | +173,575 | New |
| Geode Capital Management, LLC | 177,227 | $1.39M | 0.00% | +5,310+3.1% | Added |
| Kodai Capital Management LP | 183,679 | $1.44M | 0.06% | +81,025+78.9% | Added |
| Millennium Management LLC | 192,019 | $1.50M | 0.00% | +180,914+1,629.1% | Added |
| Renaissance Technologies LLC | 210,500 | $1.65M | 0.00% | +164,334+356.0% | Added |
| Blackstone Group Inc. | 219,900 | $1.72M | 0.01% | +219,900 | New |
| BlackRock, Inc. | 236,335 | $1.85M | 0.00% | +27,661+13.3% | Added |
| Discovery Capital Management, LLC | 250,000 | $1.96M | 0.13% | +250,000 | New |
| Point72 Asset Management, L.P. | 323,432 | $2.53M | 0.01% | +7,838+2.5% | Added |
| Citadel Advisors LLC | 448,014 | $3.51M | 0.00% | +436,698+3,859.1% | Added |
| Lazard Asset Management LLC | 492,090 | $3.85M | 0.01% | +127,327+34.9% | Added |
| Seven Grand Managers, LLC | 507,485 | $3.97M | 1.82% | +382,485+306.0% | Added |
| Gratia Capital, LLC | 553,402 | $4.33M | 5.07% | +250,000+82.4% | Added |
| Balyasny Asset Management LLC | 571,586 | $4.48M | 0.01% | −246,074−30.1% | Reduced |
| Franklin Resources Inc | 577,768 | $4.52M | 0.00% | +140,035+32.0% | Added |
| Zimmer Partners, LP | 617,910 | $4.84M | 0.08% | +16,457+2.7% | Added |
| AWM Investment Company, Inc. | 623,012 | $4.88M | 0.59% | −1,839−0.3% | Reduced |
| National Philanthropic Trust | 625,000 | $4.89M | 0.07% | +625,000 | New |
| Clearbridge Investments, LLC | 645,712 | $5.06M | 0.00% | +124,792+24.0% | Added |
| Foundry Partners, LLC | 685,000 | $5.36M | 0.27% | +685,000 | New |
| Stieven Capital Advisors, L.P. | 741,810 | $5.81M | 1.03% | +416,800+128.2% | Added |
| Alta Fundamental Advisers LLC | 752,087 | $5.89M | 2.18% | +300,000+66.4% | Added |
| Monashee Investment Management LLC | 810,000 | $6.34M | 0.87% | +810,000 | New |
| State of Wisconsin Investment Board | 826,596 | $6.47M | 0.02% | +226,596+37.8% | Added |
| Principal Financial Group Inc | 944,440 | $7.39M | 0.00% | −66,703−6.6% | Reduced |
| Kennedy Capital Management, Inc. | 952,827 | $7.46M | 0.17% | +952,827 | New |
| Vanguard Group Inc | 1,025,735 | $8.03M | 0.00% | +302,752+41.9% | Added |
| RMB Capital Management, LLC | 1,159,000 | $9.07M | 0.21% | +609,000+110.7% | Added |
| Mendon Capital Advisors Corp | 1,303,826 | $10.2M | 5.76% | +753,826+137.1% | Added |
| Royce & Associates LP | 1,306,431 | $10.2M | 0.09% | +1,009,431+339.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,399,204 | $10.8M | 0.02% | +263,036+23.2% | Added |
| Goldman Sachs Group Inc | 1,706,581 | $13.4M | 0.00% | +601,367+54.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 2,210,243 | $17.3M | 3.48% | +2,210,243 | New |
| Alyeska Investment Group, L.P. | 2,540,790 | $19.9M | 0.07% | +1,367,210+116.5% | Added |
| Stephens Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −20,972−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Inscription Capital, LLC | – | – | – | – | Not filed |