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, Q2 2022
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 433
- −47 vs. Q1 2022
- Shares held
- 100.6M
- −376.0K (−0.4%) vs. Q1 2022
- Total value
- $11.1B
- −$11.8B (−51.6%) vs. Q1 2022
- New holders
- 66
- 189 more added
- Sold out
- 113
- 136 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 341 | $3.55B |
| Q1 2026 | 341 | $3.92B |
| Q4 2025 | 366 | $5.96B |
| Q3 2025 | 365 | $5.43B |
| Q2 2025 | 371 | $4.46B |
| Q1 2025 | 394 | $4.28B |
| Q4 2024 | 413 | $8.03B |
| Q3 2024 | 346 | $4.79B |
| Q2 2024 | 338 | $4.86B |
| Q1 2024 | 377 | $6.55B |
| Q4 2023 | 412 | $8.36B |
| Q3 2023 | 423 | $11.5B |
| Q2 2023 | 419 | $12.6B |
| Q1 2023 | 406 | $8.60B |
| Q4 2022 | 482 | $11.4B |
| Q3 2022 | 490 | $13.4B |
| Q2 2022 | 433 | $11.1B |
| Q1 2022 | 486 | $23.0B |
| Q4 2021 | 480 | $25.0B |
| Q3 2021 | 432 | $25.3B |
| Q2 2021 | 346 | $15.2B |
| Q1 2021 | 312 | $11.6B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 2 | $0 | 0.00% | −33−94.3% | Reduced |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Whittier Trust Co | 3 | $0 | 0.00% | +3 | New |
| CIBC Private Wealth Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 8 | $880 | 0.00% | +3+60.0% | Added |
| Private Capital Group, LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Ci Investments Inc. | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Lee Financial Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.00K | 0.00% | −9−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $2.00K | 0.00% | −9−39.1% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +10+83.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 30 | $3.00K | 0.00% | −23−43.4% | Reduced |
| Glassman Wealth Services | 29 | $3.00K | 0.00% | −15−34.1% | Reduced |
| Atticus Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $3.00K | 0.00% | +11+64.7% | Added |
| Massmutual Trust Co FSB | 28 | $3.00K | 0.00% | +28 | New |
| Leonteq Securities AG | 31 | $3.41K | 0.00% | +31 | New |
| FinTrust Capital Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $5.00K | 0.00% | +50 | New |
| Wagner Wealth Management, LLC | 47 | $5.00K | 0.00% | +47 | New |
| JJJ Advisors Inc. | 44 | $6.00K | 0.00% | −119−73.0% | Reduced |
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 56 | $6.00K | 0.00% | +56 | New |
| Clearstead Advisors, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $9.00K | 0.00% | +54+200.0% | Added |
| TCI Wealth Advisors, Inc. | 87 | $10.0K | 0.00% | −43−33.1% | Reduced |
| FourThought Financial, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $11.0K | 0.00% | +100 | New |
| Riverview Trust Co | 110 | $12.0K | 0.01% | +47+74.6% | Added |
| AdvisorNet Financial, Inc | 112 | $12.0K | 0.00% | +111+11,100.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $13.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 123 | $14.0K | 0.00% | +19+18.3% | Added |
| TD Private Client Wealth LLC | 131 | $14.4K | 0.00% | +5+4.0% | Added |
| Global Retirement Partners, LLC | 143 | $16.0K | 0.00% | +45+45.9% | Added |
| DuPont Capital Management Corp | 151 | $17.0K | 0.00% | +151 | New |
| Brown Brothers Harriman & Co | 167 | $18.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 163 | $18.0K | 0.00% | +163 | New |
| CoreCap Advisors, LLC | 188 | $21.0K | 0.00% | +188 | New |
| Lindbrook Capital, LLC | 197 | $22.0K | 0.00% | +180+1,058.8% | Added |
| Fifth Third Bancorp | 223 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 257 | $28.0K | 0.00% | +52+25.4% | Added |
| Tobam | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| EDBI Pte Ltd | 296 | $33.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 328 | $36.0K | 0.00% | +12+3.8% | Added |
| Elequin Capital LP | 344 | $38.0K | 0.01% | −34−9.0% | Reduced |
| KB Financial Partners, LLC | 344 | $38.0K | 0.01% | +96+38.7% | Added |
| State of Wyoming | 370 | $41.0K | 0.03% | −52−12.3% | Reduced |
| Quadrant Capital Group LLC | 395 | $43.0K | 0.01% | +189+91.7% | Added |
| Seaport Global Advisors, LLC | 392 | $43.0K | 0.16% | +392 | New |
| Harel Insurance Investments & Financial Services Ltd. | 416 | $46.0K | 0.00% | −188−31.1% | Reduced |
| Penserra Capital Management LLC | 483 | $53.0K | 0.00% | +40+9.0% | Added |
| Wolff Wiese Magana LLC | 492 | $54.0K | 0.04% | −49−9.1% | Reduced |
| Covestor Ltd | 490 | $54.0K | 0.04% | −20−3.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $55.0K | 0.00% | −300−37.5% | Reduced |
| Carolinas Wealth Consulting LLC | 500 | $55.0K | 0.01% | +100+25.0% | Added |
| Oberndorf William E | 545 | $60.0K | 0.13% | +545 | New |
| The PNC Financial Services Group, Inc. | 572 | $63.0K | 0.00% | +234+69.2% | Added |
| IFP Advisors, Inc | 1,198 | $70.0K | 0.00% | −640−34.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 660 | $72.0K | 0.00% | +171+35.0% | Added |
| Signaturefd, LLC | 664 | $73.0K | 0.00% | +201+43.4% | Added |
| Catalyst Capital Advisors LLC | 700 | $77.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 730 | $80.0K | 0.00% | −31−4.1% | Reduced |
| Seeyond | 742 | $81.0K | 0.01% | −15−2.0% | Reduced |
| CVA Family Office, LLC | 752 | $83.0K | 0.02% | +90+13.6% | Added |
| American Portfolios Advisors | 756 | $83.1K | 0.00% | −19−2.5% | Reduced |
| Harvest Fund Management Co., Ltd | 826 | $91.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 888 | $98.0K | 0.00% | +841+1,789.4% | Added |
| Manchester Capital Management LLC | 952 | $105.0K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 971 | $107.0K | 0.07% | −128−11.6% | Reduced |
| American International Group, Inc. | 1,021 | $112.0K | 0.00% | −752−42.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,034 | $114.0K | 0.00% | −146−12.4% | Reduced |
| Mount Lucas Management LP | 1,180 | $130.0K | 0.04% | +113+10.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,250 | $137.0K | 0.03% | −250−16.7% | Reduced |
| Silvant Capital Management LLC | 1,245 | $137.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,263 | $139.0K | 0.01% | −2,922−69.8% | Reduced |
| Ellevest, Inc. | 1,293 | $142.0K | 0.01% | +476+58.3% | Added |
| Bessemer Group Inc | 1,303 | $143.0K | 0.00% | −10−0.8% | Reduced |
| Advisors Asset Management, Inc. | 1,327 | $146.0K | 0.00% | +1,327 | New |
| Picton Mahoney Asset Management | 1,410 | $155.0K | 0.01% | −16,893−92.3% | Reduced |
| Security Benefit Life Insurance Co | 1,477 | $162.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,821 | $200.0K | 0.01% | +621+51.7% | Added |
| Xponance, Inc. | 1,845 | $203.0K | 0.00% | −8,853−82.8% | Reduced |
| Foundry Partners, LLC | 1,868 | $205.0K | 0.01% | −1,272−40.5% | Reduced |
| Accredited Investors Inc. | 1,875 | $206.0K | 0.02% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 1,888 | $208.0K | 0.05% | +1,888 | New |
| Parallel Advisors, LLC | 1,919 | $211.0K | 0.01% | −69−3.5% | Reduced |
| Phoenix Wealth Advisors | 1,946 | $214.0K | 0.21% | +1,946 | New |