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 2023
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 423
- +7 vs. Q2 2023
- Shares held
- 106.2M
- −1.48M (−1.4%) vs. Q2 2023
- Total value
- $11.5B
- −$1.04B (−8.3%) vs. Q2 2023
- New holders
- 65
- 135 more added
- Sold out
- 58
- 171 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3 | $0 | 0.00% | −1,694−99.8% | Reduced |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 1 | $109 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $218 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 3 | $326 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $543 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 5 | $543 | 0.00% | +5 | New |
| Grove Bank & Trust | 6 | $651 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $935 | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.09K | 0.00% | −62,230−100.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.09K | 0.00% | +3+42.9% | Added |
| Raffa Wealth Management, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $1.41K | 0.00% | −18−58.1% | Reduced |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 20 | $2.17K | 0.00% | +16+400.0% | Added |
| Atticus Wealth Management, LLC | 24 | $2.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $2.61K | 0.00% | +22+1,100.0% | Added |
| Steward Financial Group LLC | 36 | $3.00K | 0.00% | +36 | New |
| SRS Capital Advisors, Inc. | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $3.80K | 0.00% | +11+45.8% | Added |
| Farther Finance Advisors, LLC | 35 | $3.80K | 0.00% | +23+191.7% | Added |
| JFS Wealth Advisors, LLC | 37 | $4.02K | 0.00% | +19+105.6% | Added |
| GPS Wealth Strategies Group, LLC | 40 | $4.34K | 0.00% | +40 | New |
| Huntington National Bank | 42 | $4.56K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42 | $4.56K | 0.00% | −46−52.3% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $4.67K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $4.78K | 0.00% | −13−22.8% | Reduced |
| Baker Avenue Asset Management, LP | 44 | $4.78K | 0.00% | +32+266.7% | Added |
| Harvest Fund Management Co., Ltd | 47 | $5.00K | 0.00% | −364−88.6% | Reduced |
| TD Private Client Wealth LLC | 52 | $5.65K | 0.00% | −34−39.5% | Reduced |
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $6.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $6.08K | 0.00% | +5+9.8% | Added |
| MCF Advisors LLC | 58 | $6.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $7.38K | 0.00% | +68 | New |
| Quadrant Capital Group LLC | 70 | $7.60K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 74 | $8.00K | 0.00% | +28+60.9% | Added |
| Capital Advisors, Ltd. LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 88 | $10.0K | 0.01% | −47−34.8% | Reduced |
| Earnest Partners LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 111 | $12.1K | 0.00% | +57+105.6% | Added |
| West Tower Group, LLC | 119 | $12.9K | 0.01% | +119 | New |
| RFP Financial Group LLC | 127 | $13.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 148 | $16.1K | 0.00% | +25+20.3% | Added |
| Ci Investments Inc. | 154 | $17.0K | 0.00% | +11+7.7% | Added |
| Riverview Trust Co | 182 | $19.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 182 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 195 | $21.2K | 0.01% | −3−1.5% | Reduced |
| GWM Advisors LLC | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $21.7K | 0.00% | +66+49.3% | Added |
| Headinvest, LLC | 200 | $21.7K | 0.00% | +200 | New |
| Allworth Financial LP | 215 | $23.3K | 0.00% | +8+3.9% | Added |
| RiverPark Advisors, LLC | 217 | $23.6K | 0.02% | +217 | New |
| Harel Insurance Investments & Financial Services Ltd. | 220 | $24.0K | 0.00% | −21−8.7% | Reduced |
| Arcadia Investment Management Corp | 225 | $24.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 232 | $25.2K | 0.00% | −2−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 251 | $27.0K | 0.00% | −1,323−84.1% | Reduced |
| Oberndorf William E | 273 | $29.6K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 273 | $29.6K | 0.02% | +88+47.6% | Added |
| Parallax Volatility Advisers, L.P. | 299 | $32.5K | 0.00% | −14,218−97.9% | Reduced |
| Global Retirement Partners, LLC | 357 | $37.3K | 0.00% | +21+6.3% | Added |
| National Bank of Canada | 347 | $37.7K | 0.00% | +1+0.3% | Added |
| Advisors Asset Management, Inc. | 359 | $39.0K | 0.00% | +4+1.1% | Added |
| AdvisorNet Financial, Inc | 383 | $41.6K | 0.00% | +56+17.1% | Added |
| Coppell Advisory Solutions LLC | 406 | $44.2K | 0.02% | −42−9.4% | Reduced |
| IFP Advisors, Inc | 441 | $47.9K | 0.00% | −163−27.0% | Reduced |
| CWM, LLC | 457 | $50.0K | 0.00% | +48+11.7% | Added |
| Desjardins Global Asset Management Inc. | 496 | $53.8K | 0.01% | +496 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $54.0K | 0.00% | −24−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 700 | $76.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 700 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 734 | $79.7K | 0.01% | −6−0.8% | Reduced |
| Lazard Asset Management LLC | 743 | $80.0K | 0.00% | −985−57.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 760 | $82.5K | 0.04% | +640+533.3% | Added |
| Northwestern Mutual Wealth Management Co | 774 | $84.0K | 0.00% | +5+0.7% | Added |
| American International Group, Inc. | 865 | $93.9K | 0.00% | −49−5.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $115.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,200 | $131.0K | 0.01% | −63−5.0% | Reduced |
| Sands Capital Management, LLC | 1,255 | $136.3K | 0.00% | +1,255 | New |
| Picton Mahoney Asset Management | 1,305 | $141.0K | 0.01% | −43,011−97.1% | Reduced |
| Signaturefd, LLC | 1,302 | $141.4K | 0.00% | +157+13.7% | Added |
| The PNC Financial Services Group, Inc. | 1,315 | $142.8K | 0.00% | −20−1.5% | Reduced |
| Parallel Advisors, LLC | 1,404 | $152.4K | 0.01% | −79−5.3% | Reduced |
| Cutler Group LP | 1,544 | $167.0K | 0.03% | −1,807−53.9% | Reduced |
| Ossiam | 1,605 | $174.3K | 0.00% | −304−15.9% | Reduced |
| First Horizon Advisors, Inc. | 1,818 | $197.4K | 0.01% | −51−2.7% | Reduced |
| AtonRa Partners | 1,850 | $200.9K | 0.42% | +1,850 | New |
| Campbell & CO Investment Adviser LLC | 1,865 | $202.5K | 0.02% | −2,352−55.8% | Reduced |
| Captrust Financial Advisors | 1,871 | $203.1K | 0.00% | +1,871 | New |
| Brevan Howard Capital Management LP | 1,913 | $207.7K | 0.06% | +1,913 | New |
| Raymond James Financial Services Advisors, Inc. | 1,927 | $209.2K | 0.00% | +193+11.1% | Added |
| Tower Research Capital LLC (TRC) | 1,972 | $214.1K | 0.01% | −7,727−79.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,974 | $214.3K | 0.01% | −720−26.7% | Reduced |
| Bridgewater Associates, LP | 1,976 | $214.5K | 0.00% | +1,976 | New |
| Crestone Asset Management LLC | 1,987 | $215.7K | 0.05% | +1,987 | New |
| Cambridge Investment Research Advisors, Inc. | 2,010 | $218.0K | 0.00% | +2,010 | New |
| Sherbrooke Park Advisers LLC | 2,021 | $219.4K | 0.07% | +2,021 | New |
| Ethic Inc. | 2,026 | $220.0K | 0.01% | −1,219−37.6% | Reduced |