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 2023
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 419
- +15 vs. Q1 2023
- Shares held
- 107.8M
- +1.62M (+1.5%) vs. Q1 2023
- Total value
- $12.6B
- +$3.98B (+46.2%) vs. Q1 2023
- New holders
- 77
- 143 more added
- Sold out
- 62
- 146 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $234 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $351 | 0.00% | −66−95.7% | Reduced |
| Rosenberg Matthew Hamilton | 3 | $351 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $467 | 0.00% | +2+100.0% | Added |
| Allianz Asset Management GmbH | 5,361 | $626 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $701 | 0.00% | +4+200.0% | Added |
| Financial Freedom, LLC | 7 | $818 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $818 | 0.00% | +6+600.0% | Added |
| Ronald Blue Trust, Inc. | 13 | $1.00K | 0.00% | −26−66.7% | Reduced |
| Raffa Wealth Management, LLC | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $1.40K | 0.00% | +10+500.0% | Added |
| Baker Avenue Asset Management, LP | 12 | $1.40K | 0.00% | +12 | New |
| 25 LLC | 12 | $1.52K | 0.00% | +5+71.4% | Added |
| JFS Wealth Advisors, LLC | 18 | $2.10K | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 24 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $2.81K | 0.00% | +17+242.9% | Added |
| FinTrust Capital Advisors, LLC | 32 | $3.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $3.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $3.62K | 0.00% | +31 | New |
| Huntington National Bank | 42 | $4.91K | 0.00% | −6−12.5% | Reduced |
| Loomis Sayles & Co L P | 46 | $5.00K | 0.00% | −25−35.2% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $5.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $5.96K | 0.00% | +13+34.2% | Added |
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $6.31K | 0.00% | −8−12.9% | Reduced |
| Wolff Wiese Magana LLC | 56 | $6.54K | 0.01% | +56 | New |
| Glassman Wealth Services | 57 | $6.66K | 0.00% | +42+280.0% | Added |
| MCF Advisors LLC | 58 | $6.78K | 0.00% | +14+31.8% | Added |
| Jefferies Financial Group Inc. | 60 | $7.01K | 0.00% | +60 | New |
| Quadrant Capital Group LLC | 70 | $8.18K | 0.00% | +31+79.5% | Added |
| Plante Moran Financial Advisors, LLC | 77 | $9.00K | 0.00% | +77 | New |
| Capital Advisors, Ltd. LLC | 86 | $10.0K | 0.00% | +86 | New |
| TD Private Client Wealth LLC | 86 | $10.0K | 0.00% | +56+186.7% | Added |
| Fifth Third Bancorp | 88 | $10.3K | 0.00% | +6+7.3% | Added |
| Creative Financial Designs Inc | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 107 | $12.5K | 0.02% | +107 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $14.4K | 0.00% | +61+98.4% | Added |
| RFP Financial Group LLC | 127 | $14.8K | 0.01% | +17+15.5% | Added |
| Elequin Capital LP | 130 | $15.2K | 0.01% | +130 | New |
| Montag A & Associates Inc | 134 | $15.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 135 | $16.0K | 0.01% | +68+101.5% | Added |
| Ci Investments Inc. | 143 | $17.0K | 0.00% | −124−46.4% | Reduced |
| Crewe Advisors LLC | 182 | $21.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 182 | $21.3K | 0.02% | +182 | New |
| IFP Advisors, Inc | 604 | $21.4K | 0.00% | −169−21.9% | Reduced |
| Quarry LP | 185 | $21.6K | 0.01% | −206−52.7% | Reduced |
| Versant Capital Management, Inc | 198 | $23.1K | 0.01% | +192+3,200.0% | Added |
| GWM Advisors LLC | 200 | $23.4K | 0.00% | −15−7.0% | Reduced |
| Allworth Financial LP | 207 | $24.2K | 0.00% | +190+1,117.6% | Added |
| Arcadia Investment Management Corp | 225 | $26.3K | 0.01% | −164−42.2% | Reduced |
| Lindbrook Capital, LLC | 234 | $27.3K | 0.00% | +92+64.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 241 | $28.0K | 0.00% | −18−6.9% | Reduced |
| Oberndorf William E | 273 | $31.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 327 | $38.2K | 0.00% | +6+1.9% | Added |
| Global Retirement Partners, LLC | 336 | $39.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 346 | $40.4K | 0.00% | −1−0.3% | Reduced |
| Advisors Asset Management, Inc. | 355 | $41.5K | 0.00% | −396−52.7% | Reduced |
| CWM, LLC | 409 | $48.0K | 0.00% | +262+178.2% | Added |
| Harvest Fund Management Co., Ltd | 411 | $48.0K | 0.01% | +411 | New |
| Coppell Advisory Solutions LLC | 448 | $52.0K | 0.02% | +448 | New |
| Benjamin F. Edwards & Company, Inc. | 524 | $61.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 635 | $74.2K | 0.00% | −8,473−93.0% | Reduced |
| Nisa Investment Advisors, LLC | 700 | $81.8K | 0.00% | +600+600.0% | Added |
| UniSuper Management Pty Ltd | 700 | $81.8K | 0.00% | +700 | New |
| Ostrum Asset Management | 740 | $86.5K | 0.01% | +1+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 769 | $89.9K | 0.00% | −36−4.5% | Reduced |
| Cubist Systematic Strategies, LLC | 800 | $93.5K | 0.00% | −79,103−99.0% | Reduced |
| American International Group, Inc. | 914 | $106.8K | 0.00% | −81−8.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $128.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,145 | $133.8K | 0.00% | +780+213.7% | Added |
| Banque Cantonale Vaudoise | 1,263 | $147.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,335 | $156.0K | 0.00% | +279+26.4% | Added |
| Parallel Advisors, LLC | 1,483 | $173.3K | 0.01% | −9−0.6% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $180.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,574 | $184.0K | 0.00% | +1,175+294.5% | Added |
| Bessemer Group Inc | 1,697 | $198.0K | 0.00% | +167+10.9% | Added |
| Lazard Asset Management LLC | 1,728 | $201.0K | 0.00% | +979+130.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,724 | $201.4K | 0.00% | +100+6.2% | Added |
| BMS Financial Advisors, LLC | 1,725 | $201.6K | 0.13% | +1,725 | New |
| Raymond James Financial Services Advisors, Inc. | 1,734 | $202.6K | 0.00% | +1,734 | New |
| Oak Thistle LLC | 1,802 | $210.6K | 0.11% | +1,802 | New |
| First Horizon Advisors, Inc. | 1,869 | $218.4K | 0.01% | +921+97.2% | Added |
| Paradigm Financial Partners, LLC | 1,882 | $219.9K | 0.06% | +1,882 | New |
| Atom Investors LP | 1,885 | $220.3K | 0.08% | −8,026−81.0% | Reduced |
| Ossiam | 1,909 | $223.1K | 0.00% | +978+105.0% | Added |
| Prosperity Wealth Management, Inc. | 2,020 | $236.0K | 0.15% | +2,020 | New |
| MetLife Investment Management | 2,031 | $237.3K | 0.00% | −17−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,036 | $237.9K | 0.00% | +37+1.9% | Added |
| Manchester Capital Management LLC | 2,066 | $241.4K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,092 | $244.4K | 0.11% | −124−5.6% | Reduced |
| Panagora Asset Management Inc | 2,094 | $244.7K | 0.00% | +2,094 | New |
| Vestcor Inc | 2,237 | $261.0K | 0.01% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,266 | $264.8K | 0.28% | −2,065−47.7% | Reduced |
| Advisory Services Network, LLC | 2,272 | $265.5K | 0.01% | −14,101−86.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,300 | $268.8K | 0.01% | +2,300 | New |
| Weiss Multi-Strategy Advisers LLC | 2,308 | $270.0K | 0.01% | −14,692−86.4% | Reduced |