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 2023
Institutional positions in BILL Holdings, Inc. as of Dec 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
- 412
- −8 vs. Q3 2023
- Shares held
- 103.0M
- −3.17M (−3.0%) vs. Q3 2023
- Total value
- $8.36B
- −$3.16B (−27.4%) vs. Q3 2023
- New holders
- 92
- 142 more added
- Sold out
- 100
- 139 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $163 | 0.00% | −439−99.5% | Reduced |
| Jones Financial Companies LLLP | 2 | $163 | 0.00% | +2 | New |
| Fairfield, Bush & Co. | 2 | $163 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $164 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $408 | 0.00% | −19−79.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 5 | $408 | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 5 | $408 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $572 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $653 | 0.00% | −2−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $734 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 11 | $897 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 11 | $897 | 0.00% | +6+120.0% | Added |
| Ronald Blue Trust, Inc. | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Glassman Wealth Services | 15 | $1.22K | 0.00% | −29−65.9% | Reduced |
| Bell Investment Advisors, Inc | 16 | $1.31K | 0.00% | −19−54.3% | Reduced |
| Private Wealth Management Group, LLC | 16 | $1.31K | 0.00% | +16 | New |
| Cape Investment Advisory, Inc. | 18 | $1.47K | 0.00% | +18 | New |
| Huntington National Bank | 19 | $1.55K | 0.00% | −23−54.8% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $1.63K | 0.00% | −17−45.9% | Reduced |
| Gradient Investments LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $1.71K | 0.00% | +21 | New |
| Atticus Wealth Management, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 30 | $2.45K | 0.00% | +30 | New |
| Plante Moran Financial Advisors, LLC | 36 | $2.94K | 0.00% | +36 | New |
| EverSource Wealth Advisors, LLC | 37 | $3.02K | 0.00% | −111−75.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $3.51K | 0.00% | −2,356−98.2% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $4.00K | 0.00% | −2−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $4.16K | 0.00% | −5−8.9% | Reduced |
| Farther Finance Advisors, LLC | 52 | $4.24K | 0.00% | +17+48.6% | Added |
| Wolff Wiese Magana LLC | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 69 | $5.75K | 0.00% | +69 | New |
| Quadrant Capital Group LLC | 71 | $5.79K | 0.00% | +1+1.4% | Added |
| Federated Hermes, Inc. | 84 | $6.85K | 0.00% | +84 | New |
| Covestor Ltd | 89 | $7.00K | 0.00% | +1+1.1% | Added |
| Capital Advisors, Ltd. LLC | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 103 | $8.39K | 0.00% | +103 | New |
| Lindbrook Capital, LLC | 104 | $8.48K | 0.00% | −128−55.2% | Reduced |
| Versant Capital Management, Inc | 114 | $9.30K | 0.00% | −81−41.5% | Reduced |
| Arlington Partners LLC | 118 | $9.63K | 0.00% | +118 | New |
| Arlington Trust Co LLC | 118 | $9.63K | 0.00% | +118 | New |
| Coppell Advisory Solutions LLC | 122 | $9.95K | 0.00% | −284−70.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 125 | $10.0K | 0.00% | −95−43.2% | Reduced |
| RFP Financial Group LLC | 127 | $10.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 142 | $11.1K | 0.00% | +142 | New |
| First Beijing Investment Ltd | 143 | $11.7K | 0.00% | +143 | New |
| Venturi Wealth Management, LLC | 157 | $12.8K | 0.00% | +46+41.4% | Added |
| Ci Investments Inc. | 155 | $13.0K | 0.00% | +1+0.6% | Added |
| Crewe Advisors LLC | 162 | $13.2K | 0.00% | −20−11.0% | Reduced |
| Allworth Financial LP | 192 | $15.7K | 0.00% | −23−10.7% | Reduced |
| AdvisorNet Financial, Inc | 197 | $16.1K | 0.00% | −186−48.6% | Reduced |
| Global Retirement Partners, LLC | 219 | $16.2K | 0.00% | −138−38.7% | Reduced |
| Montag A & Associates Inc | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 245 | $20.0K | 0.02% | +245 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 251 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 298 | $24.0K | 0.00% | −159−34.8% | Reduced |
| Quarry LP | 361 | $29.5K | 0.01% | +88+32.2% | Added |
| National Bank of Canada | 384 | $29.7K | 0.00% | +37+10.7% | Added |
| Advisors Asset Management, Inc. | 376 | $30.7K | 0.00% | +17+4.7% | Added |
| GWM Advisors LLC | 404 | $33.0K | 0.00% | +204+102.0% | Added |
| Quest Partners LLC | 427 | $34.8K | 0.01% | +427 | New |
| Desjardins Global Asset Management Inc. | 503 | $41.0K | 0.00% | +7+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 516 | $42.0K | 0.00% | +16+3.2% | Added |
| Signaturefd, LLC | 619 | $50.5K | 0.00% | −683−52.5% | Reduced |
| UniSuper Management Pty Ltd | 700 | $57.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 737 | $60.1K | 0.01% | +3+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 784 | $64.0K | 0.00% | +10+1.3% | Added |
| Lazard Asset Management LLC | 801 | $65.0K | 0.00% | +58+7.8% | Added |
| First Horizon Advisors, Inc. | 842 | $68.7K | 0.00% | −976−53.7% | Reduced |
| American International Group, Inc. | 843 | $68.8K | 0.00% | −22−2.5% | Reduced |
| Garner Asset Management Corp | 1,174 | $89.8K | 0.05% | +1,174 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $92.0K | 0.04% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 1,255 | $102.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,256 | $102.5K | 0.00% | −59−4.5% | Reduced |
| Picton Mahoney Asset Management | 1,255 | $103.0K | 0.00% | −50−3.8% | Reduced |
| Parallel Advisors, LLC | 1,381 | $112.7K | 0.00% | −23−1.6% | Reduced |
| AtonRa Partners | 1,393 | $113.7K | 0.23% | −457−24.7% | Reduced |
| Ossiam | 1,605 | $131.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,695 | $138.3K | 0.01% | +1,695 | New |
| Robeco Institutional Asset Management B.V. | 1,891 | $154.3K | 0.00% | −29,312−93.9% | Reduced |
| MetLife Investment Management | 1,996 | $162.9K | 0.00% | −38−1.9% | Reduced |
| EMC Capital Management | 2,000 | $163.0K | 0.11% | +2,000 | New |
| Vestcor Inc | 2,196 | $179.0K | 0.01% | −23−1.0% | Reduced |
| Comerica Bank | 2,450 | $199.9K | 0.00% | −433−15.0% | Reduced |
| Archford Capital Strategies, LLC | 2,515 | $205.2K | 0.04% | −17,000−87.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,534 | $206.7K | 0.00% | +415+19.6% | Added |
| DRW Securities, LLC | 2,546 | $207.7K | 0.01% | +2,546 | New |
| Quantbot Technologies LP | 2,549 | $208.0K | 0.01% | +2,549 | New |
| Scientech Research LLC | 2,585 | $210.9K | 0.21% | +2,585 | New |
| Advisory Services Network, LLC | 2,640 | $215.4K | 0.01% | +205+8.4% | Added |
| CIBC World Markets Corp | 2,673 | $218.1K | 0.00% | +2,673 | New |
| Wedbush Securities Inc | 2,730 | $223.0K | 0.01% | +2,730 | New |
| Prosperity Wealth Management, Inc. | 2,750 | $224.4K | 0.15% | +2,750 | New |
| U.S. Capital Wealth Advisors, LLC | 2,869 | $234.1K | 0.01% | +895+45.3% | Added |