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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, Q4 2022

Institutional positions in BILL Holdings, Inc. as of Dec 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
482
0 vs. Q3 2022
Shares held
105.1M
+3.74M (+3.7%) vs. Q3 2022
Total value
$11.4B
−$1.99B (−14.8%) vs. Q3 2022
New holders
84
175 more added
Sold out
84
175 more reduced

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 482 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 heldQ4 2022: $11.4B
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, Q4 2022

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2022.

Institutions holding BILL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB3$00.00%−9−75.0%Reduced
Clear Street Markets LLC1$00.00%+1New
Steward Financial Group LLC9$00.00%+9New
True Wealth Design, LLC1$1090.00%+1New
Accurate Wealth Management, LLC2$2030.00%+2New
BerganKDV Wealth Management, LLC2$2180.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$3270.00%+3New
My Personal CFO, LLC3$3270.00%+3New
Disciplined Investments, LLC4$4360.00%−2−33.3%Reduced
Money Concepts Capital Corp4$4360.00%+4New
Focused Wealth Management, Inc4$4360.00%+4New
CVA Family Office, LLC5$5450.00%−65−92.9%Reduced
SJS Investment Consulting Inc.5$5450.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$5450.00%+5New
Lee Financial Co7$7630.00%−10−58.8%Reduced
Harvest Group Wealth Management, LLC7$7630.00%+2+40.0%Added
Financial Freedom, LLC7$7630.00%+7New
Farther Finance Advisors, LLC7$7630.00%+7New
Sutton Wealth Advisors Inc.8$8720.00%00.0%Unchanged
Burleson & Company, LLC9$9810.00%+4+80.0%Added
Capital Advisors, Ltd. LLC95$1.00K0.00%+77+427.8%Added
Umb Bank N A9$1.00K0.00%+7+350.0%Added
Schubert & Co10$1.09K0.00%−8−44.4%Reduced
Raffa Wealth Management, LLC11$1.20K0.00%00.0%Unchanged
Wolff Wiese Magana LLC14$1.52K0.00%−478−97.2%Reduced
Prestige Wealth Management Group LLC14$1.52K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC15$1.63K0.00%−7−31.8%Reduced
Allworth Financial LP17$1.85K0.00%−142−89.3%Reduced
Parkside Financial Bank & Trust19$2.07K0.00%−6−24.0%Reduced
Atticus Wealth Management, LLC24$2.62K0.00%−4−14.3%Reduced
Glassman Wealth Services26$2.83K0.00%−15−36.6%Reduced
Beaird Harris Wealth Management, LLC26$2.83K0.00%+26New
Benjamin F. Edwards & Company, Inc.24$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.29$3.16K0.00%+29New
Bell Investment Advisors, Inc30$3.27K0.00%−16−34.8%Reduced
SRS Capital Advisors, Inc.30$3.27K0.00%00.0%Unchanged
JJJ Advisors Inc.33$3.44K0.00%−11−25.0%Reduced
FinTrust Capital Advisors, LLC32$3.49K0.00%+32New
Zions Bancorporation, N.A.33$3.60K0.00%−32−49.2%Reduced
TCI Wealth Advisors, Inc.35$3.81K0.00%−54−60.7%Reduced
Ronald Blue Trust, Inc.30$4.00K0.00%−3−9.1%Reduced
CoreCap Advisors, LLC38$4.14K0.00%+38New
Arlington Partners LLC43$4.68K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$4.68K0.00%+43New
Tradition Wealth Management, LLC54$6.00K0.00%+2+3.8%Added
Clearstead Advisors, LLC60$6.54K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC70$7.63K0.00%−1−1.4%Reduced
Montag A & Associates Inc87$9.48K0.00%−78−47.3%Reduced
DuPont Capital Management Corp92$10.0K0.00%−18−16.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt100$10.9K0.00%00.0%Unchanged
Creative Financial Designs Inc100$10.9K0.00%00.0%Unchanged
Optimum Investment Advisors100$10.9K0.01%00.0%Unchanged
Earnest Partners LLC100$10.9K0.00%00.0%Unchanged
Macroview Investment Management LLC101$11.0K0.02%+23+29.5%Added
Riverview Trust Co108$12.0K0.01%+108New
BI Asset Management Fondsmaeglerselskab A/S122$13.0K0.00%+122New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna120$13.1K0.01%00.0%Unchanged
TD Private Client Wealth LLC121$13.2K0.00%−1−0.8%Reduced
RFP Financial Group LLC127$13.8K0.01%+127New
Quarry LP143$15.6K0.02%+143New
Crewe Advisors LLC193$21.0K0.00%+21+12.2%Added
Lindbrook Capital, LLC198$21.6K0.00%−232−54.0%Reduced
GWM Advisors LLC420$22.0K0.00%+420New
KB Financial Partners, LLC230$25.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC230$25.1K0.00%−360−61.0%Reduced
Oberndorf William E273$29.7K0.07%−272−49.9%Reduced
Tobam275$30.0K0.00%00.0%Unchanged
Ci Investments Inc.279$30.0K0.00%+153+121.4%Added
CWM, LLC298$32.0K0.00%−323−52.0%Reduced
Global Retirement Partners, LLC306$33.3K0.00%+76+33.0%Added
Comerica Securities,inc.310$33.8K0.00%+310New
Absoluto Partners Gestao de Recursos Ltda312$34.0K0.02%−4,530−93.6%Reduced
Harel Insurance Investments & Financial Services Ltd.339$37.0K0.00%−57−14.4%Reduced
National Bank of Canada349$38.0K0.00%+21+6.4%Added
Belpointe Asset Management LLC379$41.3K0.00%+379New
Rockefeller Capital Management L.P.394$42.0K0.00%−388−49.6%Reduced
Coppell Advisory Solutions LLC406$44.2K0.02%+406New
Coppell Advisory Solutions Corp.406$44.2K0.02%+406New
Covestor Ltd491$53.0K0.04%+2+0.4%Added
Penserra Capital Management LLC507$55.0K0.00%+12+2.4%Added
AdvisorNet Financial, Inc512$55.8K0.01%+200+64.1%Added
Healthcare of Ontario Pension Plan Trust Fund587$64.0K0.00%−9,707−94.3%Reduced
Meeder Asset Management Inc589$64.2K0.01%+475+416.7%Added
IFP Advisors, Inc1,217$67.0K0.00%−20−1.6%Reduced
Ossiam641$69.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC700$76.3K0.02%00.0%Unchanged
Seeyond701$76.4K0.01%00.0%Unchanged
Fifth Third Bancorp745$81.2K0.00%+494+196.8%Added
Northwestern Mutual Wealth Management Co787$85.8K0.00%+109+16.1%Added
Bessemer Group Inc817$89.0K0.00%−411−33.5%Reduced
First Horizon Advisors, Inc.831$90.5K0.00%+53+6.8%Added
Ellevest, Inc.895$97.5K0.01%−78−8.0%Reduced
Signaturefd, LLC898$97.8K0.00%−535−37.3%Reduced
Manchester Capital Management LLC952$103.7K0.02%00.0%Unchanged
Whittier Trust Co1,000$109.0K0.00%−3−0.3%Reduced
American International Group, Inc.1,017$110.8K0.00%−7−0.7%Reduced
Advisors Asset Management, Inc.1,090$118.8K0.00%−232−17.5%Reduced
Psagot Value Holdings Ltd. / (Israel)1,100$120.0K0.04%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,128$122.9K0.00%+40+3.7%Added
Seaport Global Advisors, LLC1,157$126.1K0.44%+240+26.2%Added