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, Q3 2022
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 490
- +59 vs. Q2 2022
- Shares held
- 101.4M
- +798.8K (+0.8%) vs. Q2 2022
- Total value
- $13.4B
- +$2.36B (+21.3%) vs. Q2 2022
- New holders
- 100
- 159 more added
- Sold out
- 41
- 173 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 3 | $406 | 0.00% | +3 | New |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.00K | 0.00% | +5+500.0% | Added |
| Exchange Traded Concepts, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Stonebridge Capital Advisors LLC | 9 | $1.00K | 0.00% | +9 | New |
| Burleson & Company, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $2.00K | 0.00% | −16−57.1% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 17 | $2.00K | 0.00% | +8+88.9% | Added |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | +12+200.0% | Added |
| Schubert & Co | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Assetmark, Inc | 17 | $2.00K | 0.00% | +17 | New |
| AlphaMark Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Leonteq Securities AG | 22 | $2.91K | 0.00% | −9−29.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $3.00K | 0.00% | +7+38.9% | Added |
| JFS Wealth Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 26 | $3.00K | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $4.00K | 0.00% | +26+371.4% | Added |
| Glassman Wealth Services | 41 | $5.00K | 0.00% | +12+41.4% | Added |
| Professional Financial Advisors, LLC | 41 | $5.00K | 0.00% | +41 | New |
| JJJ Advisors Inc. | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $6.00K | 0.00% | −10−17.9% | Reduced |
| Arlington Partners LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $9.00K | 0.00% | −682−90.7% | Reduced |
| Zions Bancorporation, N.A. | 65 | $9.00K | 0.00% | +37+132.1% | Added |
| Macroview Investment Management LLC | 78 | $10.0K | 0.02% | +78 | New |
| EverSource Wealth Advisors, LLC | 71 | $10.0K | 0.00% | +71 | New |
| FourThought Financial, LLC | 86 | $11.0K | 0.00% | −7−7.5% | Reduced |
| TCI Wealth Advisors, Inc. | 89 | $12.0K | 0.00% | +2+2.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.0K | 0.00% | −400−80.0% | Reduced |
| Creative Financial Designs Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 110 | $15.0K | 0.00% | −41−27.2% | Reduced |
| Meeder Asset Management Inc | 114 | $15.0K | 0.00% | +33+40.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $15.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $16.1K | 0.00% | −9−6.9% | Reduced |
| Ci Investments Inc. | 126 | $17.0K | 0.00% | +114+950.0% | Added |
| Allworth Financial LP | 159 | $21.0K | 0.00% | +36+29.3% | Added |
| Montag A & Associates Inc | 165 | $22.0K | 0.00% | +165 | New |
| Crewe Advisors LLC | 172 | $23.0K | 0.00% | +9+5.5% | Added |
| AlphaCentric Advisors LLC | 183 | $24.0K | 0.02% | +183 | New |
| KB Financial Partners, LLC | 230 | $30.0K | 0.01% | −114−33.1% | Reduced |
| Global Retirement Partners, LLC | 230 | $31.0K | 0.00% | +87+60.8% | Added |
| Fifth Third Bancorp | 251 | $33.0K | 0.00% | +28+12.6% | Added |
| Tobam | 275 | $36.0K | 0.00% | 00.0% | Unchanged |
| EDBI Pte Ltd | 296 | $39.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 312 | $41.0K | 0.00% | +200+178.6% | Added |
| National Bank of Canada | 328 | $43.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 392 | $52.0K | 0.04% | +392 | New |
| Harvest Fund Management Co., Ltd | 412 | $54.0K | 0.02% | −414−50.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 396 | $54.0K | 0.00% | −20−4.8% | Reduced |
| Lindbrook Capital, LLC | 430 | $57.0K | 0.01% | +233+118.3% | Added |
| Wolff Wiese Magana LLC | 492 | $65.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 489 | $65.0K | 0.06% | −1−0.2% | Reduced |
| Penserra Capital Management LLC | 495 | $65.0K | 0.00% | +12+2.5% | Added |
| Oberndorf William E | 545 | $72.0K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,237 | $73.0K | 0.00% | +39+3.3% | Added |
| Quadrant Capital Group LLC | 590 | $78.0K | 0.01% | +195+49.4% | Added |
| CWM, LLC | 621 | $82.0K | 0.00% | +364+141.6% | Added |
| Ossiam | 641 | $85.0K | 0.00% | +641 | New |
| Northwestern Mutual Wealth Management Co | 678 | $90.0K | 0.00% | +18+2.7% | Added |
| Seeyond | 701 | $92.0K | 0.01% | −41−5.5% | Reduced |
| Catalyst Capital Advisors LLC | 700 | $93.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 700 | $93.0K | 0.02% | +200+40.0% | Added |
| Wipfli Financial Advisors LLC, | 739 | $98.0K | 0.01% | +739 | New |
| First Horizon Advisors, Inc. | 778 | $101.0K | 0.00% | −110−12.4% | Reduced |
| American Portfolios Advisors | 767 | $101.5K | 0.00% | +11+1.5% | Added |
| Rockefeller Capital Management L.P. | 782 | $102.0K | 0.00% | +52+7.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 900 | $119.0K | 0.04% | +900 | New |
| Seaport Global Advisors, LLC | 917 | $121.0K | 0.49% | +525+133.9% | Added |
| Manchester Capital Management LLC | 952 | $126.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 973 | $129.0K | 0.01% | −320−24.7% | Reduced |
| Whittier Trust Co | 1,003 | $133.0K | 0.00% | +1,000+33,333.3% | Added |
| American International Group, Inc. | 1,024 | $136.0K | 0.00% | +3+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,088 | $144.0K | 0.00% | +54+5.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $146.0K | 0.04% | −150−12.0% | Reduced |
| Wahed Invest LLC | 1,137 | $151.0K | 0.09% | +166+17.1% | Added |
| Mount Lucas Management LP | 1,156 | $153.0K | 0.05% | −24−2.0% | Reduced |
| Picton Mahoney Asset Management | 1,210 | $160.0K | 0.01% | −200−14.2% | Reduced |
| Bessemer Group Inc | 1,228 | $162.0K | 0.00% | −75−5.8% | Reduced |
| Silvant Capital Management LLC | 1,245 | $165.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,263 | $167.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,322 | $175.0K | 0.00% | −5−0.4% | Reduced |
| Signaturefd, LLC | 1,433 | $190.0K | 0.01% | +769+115.8% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $209.0K | 0.02% | +1,548 | New |
| The PNC Financial Services Group, Inc. | 1,579 | $210.0K | 0.00% | +1,007+176.0% | Added |
| Paradigm Financial Partners, LLC | 1,422 | $211.0K | 0.07% | +1,422 | New |
| Rafferty Asset Management, LLC | 1,624 | $215.0K | 0.00% | +1,624 | New |