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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 2023

Institutional positions in BILL Holdings, Inc. as of Mar 31, 2023. 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
406
−68 vs. Q4 2022
Shares held
106.2M
+1.18M (+1.1%) vs. Q4 2022
Total value
$8.60B
−$2.83B (−24.8%) vs. Q4 2022
New holders
61
176 more added
Sold out
129
121 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 406 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 2023: $8.60B
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 2023

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2022.

Institutions holding BILL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
National Asset Management, Inc.0$00.00%−1,890−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,519−100.0%Sold out
Seaport Global Advisors, LLC0$00.00%−1,157−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−700−100.0%Sold out
Meeder Asset Management Inc0$00.00%−589−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−406−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−406−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−394−100.0%Sold out
Absoluto Partners Gestao de Recursos Ltda0$00.00%−312−100.0%Sold out
Comerica Securities,inc.0$00.00%−310−100.0%Sold out
Tobam0$00.00%−275−100.0%Sold out
KB Financial Partners, LLC0$00.00%−230−100.0%Sold out
Riverview Trust Co0$00.00%−108−100.0%Sold out
Macroview Investment Management LLC0$00.00%−101−100.0%Sold out
Optimum Investment Advisors0$00.00%−100−100.0%Sold out
Arlington Partners LLC0$00.00%−43−100.0%Sold out
JJJ Advisors Inc.0$00.00%−33−100.0%Sold out
Harbour Investments, Inc.0$00.00%−29−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−26−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−15−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−14−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−14−100.0%Sold out
Umb Bank N A0$00.00%−9−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−95−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−8−100.0%Sold out
Lee Financial Co0$00.00%−7−100.0%Sold out
Harvest Group Wealth Management, LLC0$00.00%−7−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−5−100.0%Sold out
CVA Family Office, LLC0$00.00%−5−100.0%Sold out
Money Concepts Capital Corp0$00.00%−4−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−4−100.0%Sold out
My Personal CFO, LLC0$00.00%−3−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−2−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−2−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−3−100.0%Sold out
Comerica Bank––––Not filed
Personal Capital Advisors Corp––––Not filed
Trustcore Financial Services, LLC––––Not filed
Pendal Group Limited––––Not filed
Allstate Investment Management Co––––Not filed
Seeyond––––Not filed
CoreCap Advisors, LLC––––Not filed
Burleson & Company, LLC––––Not filed