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 |
|---|---|---|---|---|---|
| Mount Lucas Management LP | 1,156 | $153.0K | 0.05% | −24−2.0% | Reduced |
| Wahed Invest LLC | 1,137 | $151.0K | 0.09% | +166+17.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $146.0K | 0.04% | −150−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,088 | $144.0K | 0.00% | +54+5.2% | Added |
| American International Group, Inc. | 1,024 | $136.0K | 0.00% | +3+0.3% | Added |
| Whittier Trust Co | 1,003 | $133.0K | 0.00% | +1,000+33,333.3% | Added |
| Ellevest, Inc. | 973 | $129.0K | 0.01% | −320−24.7% | Reduced |
| Manchester Capital Management LLC | 952 | $126.0K | 0.02% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 917 | $121.0K | 0.49% | +525+133.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 900 | $119.0K | 0.04% | +900 | New |
| Rockefeller Capital Management L.P. | 782 | $102.0K | 0.00% | +52+7.1% | Added |
| American Portfolios Advisors | 767 | $101.5K | 0.00% | +11+1.5% | Added |
| First Horizon Advisors, Inc. | 778 | $101.0K | 0.00% | −110−12.4% | Reduced |
| Wipfli Financial Advisors LLC, | 739 | $98.0K | 0.01% | +739 | New |
| 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 |
| Seeyond | 701 | $92.0K | 0.01% | −41−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 678 | $90.0K | 0.00% | +18+2.7% | Added |
| Ossiam | 641 | $85.0K | 0.00% | +641 | New |
| CWM, LLC | 621 | $82.0K | 0.00% | +364+141.6% | Added |
| Quadrant Capital Group LLC | 590 | $78.0K | 0.01% | +195+49.4% | Added |
| IFP Advisors, Inc | 1,237 | $73.0K | 0.00% | +39+3.3% | Added |
| Oberndorf William E | 545 | $72.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 430 | $57.0K | 0.01% | +233+118.3% | Added |
| 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 |
| Turim 21 Investimentos Ltda. | 392 | $52.0K | 0.04% | +392 | New |
| National Bank of Canada | 328 | $43.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 312 | $41.0K | 0.00% | +200+178.6% | Added |
| EDBI Pte Ltd | 296 | $39.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 275 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 251 | $33.0K | 0.00% | +28+12.6% | Added |
| Global Retirement Partners, LLC | 230 | $31.0K | 0.00% | +87+60.8% | Added |
| KB Financial Partners, LLC | 230 | $30.0K | 0.01% | −114−33.1% | Reduced |
| AlphaCentric Advisors LLC | 183 | $24.0K | 0.02% | +183 | New |
| Crewe Advisors LLC | 172 | $23.0K | 0.00% | +9+5.5% | Added |
| Montag A & Associates Inc | 165 | $22.0K | 0.00% | +165 | New |
| Allworth Financial LP | 159 | $21.0K | 0.00% | +36+29.3% | Added |
| Ci Investments Inc. | 126 | $17.0K | 0.00% | +114+950.0% | Added |
| TD Private Client Wealth LLC | 122 | $16.1K | 0.00% | −9−6.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $15.9K | 0.01% | 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 89 | $12.0K | 0.00% | +2+2.3% | Added |
| FourThought Financial, LLC | 86 | $11.0K | 0.00% | −7−7.5% | Reduced |
| Macroview Investment Management LLC | 78 | $10.0K | 0.02% | +78 | New |
| EverSource Wealth Advisors, LLC | 71 | $10.0K | 0.00% | +71 | New |
| 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 |
| Clearstead Advisors, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 41 | $5.00K | 0.00% | +12+41.4% | Added |
| Professional Financial Advisors, LLC | 41 | $5.00K | 0.00% | +41 | 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 |
| 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 |
| Leonteq Securities AG | 22 | $2.91K | 0.00% | −9−29.0% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Absolute Capital Management, LLC | 3 | $406 | 0.00% | +3 | New |
| 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 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −248,800−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −78,677−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −67,533−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,577−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −34,752−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |