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BILL Holdings, Inc.

BILL
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001786352

In the last 90 days, BILL Holdings, Inc. insiders filed 0 open-market purchases and 3 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.55B in total; superinvestors Starboard Value and Soros Fund Management hold it.

13F holders, Q1 2022

Institutional positions in BILL Holdings, Inc. as of Mar 31, 2022. 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
486
+12 vs. Q4 2021
Shares held
101.3M
+1.08M (+1.1%) vs. Q4 2021
Total value
$23.0B
−$2.00B (−8.0%) vs. Q4 2021
New holders
100
200 more added
Sold out
88
150 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BILL 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.

Institutional holdersQ1 2022: 486 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ1 2022: $23.0B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2021.

Institutions holding BILL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1$00.00%+1New
Clear Street Markets LLC2$00.00%+2New
Disciplined Investments, LLC2$00.00%+2New
SJS Investment Consulting Inc.1$00.00%+1New
Patriot Financial Group Insurance Agency, LLC5$1.00K0.00%−22−81.5%Reduced
BerganKDV Wealth Management, LLC5$1.00K0.00%−1−16.7%Reduced
Schubert & Co4$1.00K0.00%+2+100.0%Added
Providence Capital Advisors, LLC5$1.00K0.00%+5New
Cordant, Inc.6$1.00K0.00%+6New
Oliver Lagore Vanvalin Investment Group18$1.00K0.00%+18New
Sutton Wealth Advisors Inc.5$1.13K0.00%00.0%Unchanged
Ci Investments Inc.11$2.00K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.11$2.00K0.00%00.0%Unchanged
Lee Financial Co9$2.00K0.00%−1−10.0%Reduced
Harvest Group Wealth Management, LLC7$2.00K0.00%+2+40.0%Added
Raffa Wealth Management, LLC11$2.50K0.00%00.0%Unchanged
Private Capital Group, LLC12$3.00K0.00%−45−78.9%Reduced
JFS Wealth Advisors, LLC12$3.00K0.00%+8+200.0%Added
Tarbox Family Office, Inc.15$3.00K0.00%+10+200.0%Added
Zions Bancorporation, N.A.17$4.00K0.00%+3+21.4%Added
Lindbrook Capital, LLC17$4.00K0.00%+9+112.5%Added
Prestige Wealth Management Group LLC23$5.00K0.00%+4+21.1%Added
Benjamin F. Edwards & Company, Inc.24$5.00K0.00%+24New
Meeder Asset Management Inc27$6.00K0.00%−1,881−98.6%Reduced
Parkside Financial Bank & Trust27$6.00K0.00%+3+12.5%Added
Atticus Wealth Management, LLC28$6.00K0.00%+24+600.0%Added
FinTrust Capital Advisors, LLC33$7.00K0.00%+33New
Prospera Financial Services Inc35$8.00K0.00%+35New
Rockbridge Investment Management, LCC40$9.30K0.00%−29−42.0%Reduced
Arlington Partners LLC43$10.0K0.00%−8−15.7%Reduced
Glassman Wealth Services44$10.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC98$10.0K0.00%+98New
First Horizon Advisors, Inc.47$11.0K0.00%−276−85.4%Reduced
Money Concepts Capital Corp50$11.0K0.00%+50New
Fieldpoint Private Securities, LLC48$11.0K0.00%+48New
SRS Capital Advisors, Inc.53$12.0K0.00%+23+76.7%Added
Clearstead Advisors, LLC60$14.0K0.00%+35+140.0%Added
Riverview Trust Co63$14.0K0.01%+63New
TCWP LLC66$14.0K0.00%+66New
FNY Investment Advisers, LLC75$17.0K0.02%+75New
FourThought Financial, LLC93$21.0K0.00%00.0%Unchanged
San Luis Wealth Advisors LLC90$22.0K0.01%+90New
Creative Financial Designs Inc100$23.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$23.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.100$23.0K0.01%00.0%Unchanged
Allworth Financial LP104$24.0K0.00%+102+5,100.0%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna120$27.2K0.01%+120New
TD Private Client Wealth LLC126$28.6K0.00%+117+1,300.0%Added
TCI Wealth Advisors, Inc.130$29.0K0.00%+18+16.1%Added
Winch Advisory Services, LLC134$30.0K0.01%+33+32.7%Added
JJJ Advisors Inc.163$37.0K0.01%+14+9.4%Added
Brown Brothers Harriman & Co167$38.0K0.00%+167New
High Net Worth Advisory Group LLC200$45.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC206$46.0K0.01%−9−4.2%Reduced
CWM, LLC205$46.0K0.00%+173+540.6%Added
Fifth Third Bancorp223$51.0K0.00%00.0%Unchanged
KB Financial Partners, LLC248$56.0K0.02%+43+21.0%Added
Tobam275$62.0K0.00%−9,963−97.3%Reduced
EDBI Pte Ltd296$67.0K0.04%+296New
National Bank of Canada316$72.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.338$75.0K0.00%+81+31.5%Added
Elequin Capital LP378$86.0K0.01%+378New
Carolinas Wealth Consulting LLC400$91.0K0.02%+400New
State of Wyoming422$96.0K0.05%+158+59.8%Added
Penserra Capital Management LLC443$100.0K0.00%+28+6.7%Added
Signaturefd, LLC463$105.0K0.00%+178+62.5%Added
Belpointe Asset Management LLC474$108.0K0.01%+32+7.2%Added
IFP Advisors, Inc1,838$109.0K0.00%−1,522−45.3%Reduced
Northwestern Mutual Wealth Management Co489$111.0K0.00%−19−3.7%Reduced
Covestor Ltd510$116.0K0.08%+473+1,278.4%Added
Standard Family Office LLC539$122.0K0.03%+539New
Wolff Wiese Magana LLC541$123.0K0.08%−98−15.3%Reduced
Harel Insurance Investments & Financial Services Ltd.604$137.0K0.00%−558−48.0%Reduced
Spire Wealth Management657$149.0K0.00%−22−3.2%Reduced
CVA Family Office, LLC662$150.0K0.04%00.0%Unchanged
Catalyst Capital Advisors LLC700$159.0K0.01%00.0%Unchanged
Stelac Advisory Services LLC704$160.0K0.06%+704New
Seeyond757$171.0K0.02%+757New
Rockefeller Capital Management L.P.761$172.0K0.00%−84−9.9%Reduced
Steamboat Capital Partners, LLC763$173.0K0.05%−3−0.4%Reduced
American Portfolios Advisors775$175.8K0.01%+235+43.5%Added
Livforsakringsbolaget Skandia, Omsesidigt800$181.0K0.01%+800New
Ellevest, Inc.817$185.0K0.02%+151+22.7%Added
Harvest Fund Management Co., Ltd826$187.0K0.04%−887−51.8%Reduced
Assenagon Asset Management S.A.891$202.0K0.00%−262−22.7%Reduced
Forum Financial Management, LP918$208.0K0.01%+918New
FirstPurpose Wealth LLC921$209.0K0.16%+78+9.3%Added
Sender Co & Partners, Inc.925$210.0K0.31%−3,146−77.3%Reduced
Mount Yale Investment Advisors, LLC930$211.0K0.02%−281−23.2%Reduced
Lido Advisors, LLC937$212.0K0.00%+937New
Laurion Capital Management LP948$215.0K0.01%00.0%Unchanged
Manchester Capital Management LLC952$216.0K0.03%+231+32.0%Added
Axxcess Wealth Management, LLC962$218.0K0.02%+962New
Cigna Investments Inc963$219.0K0.03%+963New
Arvest Trust Co N A983$223.0K0.01%−11−1.1%Reduced
Dynamic Technology Lab Private Ltd1,000$227.0K0.03%−3,663−78.6%Reduced
AIA Group Ltd999$227.0K0.01%+330+49.3%Added
Symmetry Investments LP1,000$227.0K0.07%+1,000New
Comerica Securities,inc.1,005$228.0K0.02%+1,005New
Lavaca Capital LLC1,035$235.0K0.10%+35+3.5%Added