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, Q1 2025
Institutional positions in Abacus Global Management, Inc. as of Mar 31, 2025. 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
- 81
- +8 vs. Q4 2024
- Shares held
- 28.1M
- +751.6K (+2.7%) vs. Q4 2024
- Total value
- $210.4M
- −$3.74M (−1.7%) vs. Q4 2024
- New holders
- 19
- 33 more added
- Sold out
- 11
- 22 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Abacus Global Management, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 8 | $60 | 0.00% | +5+166.7% | Added |
| Steward Partners Investment Advisory, LLC | 16 | $120 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 66 | $494 | 0.00% | +66 | New |
| Northwestern Mutual Wealth Management Co | 122 | $914 | 0.00% | +122 | New |
| Private Trust Co NA | 345 | $2.58K | 0.00% | +131+61.2% | Added |
| Comerica Bank | 427 | $3.20K | 0.00% | +427 | New |
| Royal Bank of Canada | 603 | $5.00K | 0.00% | +603 | New |
| IFP Advisors, Inc | 985 | $7.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,153 | $8.64K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,245 | $9.32K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,169 | $16.2K | 0.00% | +27+1.3% | Added |
| BNP Paribas Arbitrage, SA | 3,860 | $28.9K | 0.00% | +3,860 | New |
| Tower Research Capital LLC (TRC) | 3,931 | $29.4K | 0.00% | +1,021+35.1% | Added |
| CSS LLC | 4,037 | $30.2K | 0.00% | +4,037 | New |
| Wells Fargo & Company | 5,128 | $38.4K | 0.00% | +102+2.0% | Added |
| Simplex Trading, LLC | 5,318 | $39.0K | 0.00% | −5,079−48.9% | Reduced |
| Citigroup Inc | 6,035 | $45.2K | 0.00% | −5,312−46.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,810 | $51.0K | 0.00% | +500+7.9% | Added |
| Cubist Systematic Strategies, LLC | 9,908 | $74.2K | 0.00% | −18,868−65.6% | Reduced |
| Engineers Gate Manager LP | 10,540 | $78.9K | 0.00% | +10,540 | New |
| DnB Asset Management AS | 10,556 | $79.1K | 0.00% | +10,556 | New |
| Evernest Financial Advisors, LLC | 11,000 | $82.4K | 0.03% | −99,250−90.0% | Reduced |
| JPMorgan Chase & Co | 13,324 | $99.8K | 0.00% | −3,346−20.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,032 | $105.1K | 0.00% | +14,032 | New |
| State of Wyoming | 14,078 | $105.4K | 0.01% | +14,078 | New |
| Geneos Wealth Management Inc. | 14,209 | $106.4K | 0.00% | +159+1.1% | Added |
| Verition Fund Management LLC | 14,300 | $107.1K | 0.00% | +14,300 | New |
| Squarepoint Ops LLC | 15,940 | $119.4K | 0.00% | +1,528+10.6% | Added |
| Kestra Private Wealth Services, LLC | 16,661 | $124.8K | 0.00% | +1,100+7.1% | Added |
| LPL Financial LLC | 20,268 | $151.8K | 0.00% | −3,020−13.0% | Reduced |
| Susquehanna International Group, LLP | 22,081 | $165.4K | 0.00% | +22,081 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,190 | $248.6K | 0.00% | +33,190 | New |
| Barclays PLC | 42,531 | $318.6K | 0.00% | +42,531 | New |
| Richard W. Paul & Associates, LLC | 44,564 | $333.8K | 0.13% | +2,728+6.5% | Added |
| Pacific Ridge Capital Partners, LLC | 47,841 | $358.3K | 0.09% | +47,841 | New |
| Qube Research & Technologies Ltd | 48,039 | $359.8K | 0.00% | +48,039 | New |
| Omers Administration Corp | 52,500 | $393.2K | 0.00% | −3,650−6.5% | Reduced |
| Weiss Asset Management LP | 56,000 | $419.4K | 0.01% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 61,504 | $460.7K | 0.35% | +61,504 | New |
| UBS Group AG | 68,095 | $510.0K | 0.00% | −66,232−49.3% | Reduced |
| Northern Trust Corp | 70,427 | $527.5K | 0.00% | +19,801+39.1% | Added |
| Two Sigma Investments, LP | 70,634 | $529.0K | 0.00% | −8,177−10.4% | Reduced |
| State Street Corp | 74,700 | $559.5K | 0.00% | +19,250+34.7% | Added |
| SEI Investments Co | 87,240 | $653.4K | 0.00% | +5,715+7.0% | Added |
| Morgan Stanley | 94,855 | $710.5K | 0.00% | +75,753+396.6% | Added |
| Charles Schwab Investment Management Inc | 154,700 | $1.16M | 0.00% | +93,348+152.2% | Added |
| Millennium Management LLC | 156,742 | $1.17M | 0.00% | −35,277−18.4% | Reduced |
| Kodai Capital Management LP | 158,200 | $1.18M | 0.05% | −25,479−13.9% | Reduced |
| Renaissance Technologies LLC | 168,100 | $1.26M | 0.00% | −42,400−20.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 193,201 | $1.45M | 0.16% | +193,201 | New |
| Point72 Asset Management, L.P. | 199,792 | $1.50M | 0.00% | −123,640−38.2% | Reduced |
| Marshall Wace, LLP | 238,591 | $1.79M | 0.00% | +73,501+44.5% | Added |
| Discovery Capital Management, LLC | 251,400 | $1.88M | 0.23% | +1,400+0.6% | Added |
| Bank of America Corp | 261,752 | $1.96M | 0.00% | +100,294+62.1% | Added |
| Geode Capital Management, LLC | 331,165 | $2.48M | 0.00% | +153,938+86.9% | Added |
| BlackRock, Inc. | 480,185 | $3.60M | 0.00% | +243,850+103.2% | Added |
| Lazard Asset Management LLC | 497,749 | $3.73M | 0.01% | +5,659+1.1% | Added |
| Franklin Resources Inc | 531,068 | $3.98M | 0.00% | −46,700−8.1% | Reduced |
| Zimmer Partners, LP | 575,000 | $4.31M | 0.09% | −42,910−6.9% | Reduced |
| Bastion Asset Management Inc. | 577,479 | $4.35M | 2.34% | +577,479 | New |
| Citadel Advisors LLC | 607,247 | $4.55M | 0.00% | +159,233+35.5% | Added |
| Clearbridge Investments, LLC | 607,738 | $4.55M | 0.00% | −37,974−5.9% | Reduced |
| National Philanthropic Trust | 625,000 | $4.68M | 0.08% | 00.0% | Unchanged |
| Gratia Capital, LLC | 627,402 | $4.70M | 5.36% | +74,000+13.4% | Added |
| Alta Fundamental Advisers LLC | 664,298 | $4.98M | 3.21% | −87,789−11.7% | Reduced |
| Balyasny Asset Management LLC | 670,594 | $5.02M | 0.01% | +99,008+17.3% | Added |
| AWM Investment Company, Inc. | 680,536 | $5.10M | 0.70% | +57,524+9.2% | Added |
| Stieven Capital Advisors, L.P. | 743,310 | $5.57M | 1.08% | +1,500+0.2% | Added |
| Kennedy Capital Management, Inc. | 751,037 | $5.63M | 0.13% | −201,790−21.2% | Reduced |
| Foundry Partners, LLC | 756,957 | $5.67M | 0.30% | +71,957+10.5% | Added |
| Principal Financial Group Inc | 879,438 | $6.59M | 0.00% | −65,002−6.9% | Reduced |
| State of Wisconsin Investment Board | 905,577 | $6.78M | 0.02% | +78,981+9.6% | Added |
| RMB Capital Management, LLC | 1,275,000 | $9.55M | 0.24% | +116,000+10.0% | Added |
| Vanguard Group Inc | 1,291,533 | $9.67M | 0.00% | +265,798+25.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,388,348 | $10.2M | 0.02% | −10,856−0.8% | Reduced |
| Mendon Capital Advisors Corp | 1,422,171 | $10.7M | 4.93% | +118,345+9.1% | Added |
| Royce & Associates LP | 1,824,253 | $13.7M | 0.15% | +517,822+39.6% | Added |
| Goldman Sachs Group Inc | 1,928,293 | $14.4M | 0.00% | +221,712+13.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 2,069,221 | $15.5M | 3.44% | −141,022−6.4% | Reduced |
| Alyeska Investment Group, L.P. | 2,540,536 | $19.0M | 0.08% | −2540.0% | Reduced |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −810,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −507,485−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −219,900−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −173,575−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −35,960−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −33,674−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,654−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,070−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,669−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |