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 |
|---|---|---|---|---|---|
| Degroof Petercam Asset Management | 3,500 | $285.6K | 0.00% | +3,500 | New |
| Allianz Asset Management GmbH | 3,489 | $284.7K | 0.00% | −1,374−28.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,440 | $280.7K | 0.12% | +170+5.2% | Added |
| Jump Financial, LLC | 3,436 | $280.3K | 0.01% | +3,436 | New |
| WoodTrust Financial Corp | 3,400 | $277.0K | 0.05% | +3,400 | New |
| CIBC Asset Management Inc | 3,330 | $271.7K | 0.00% | −215−6.1% | Reduced |
| Boston Private Wealth LLC | 3,260 | $266.0K | 0.01% | +114+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,102 | $253.0K | 0.00% | +1,092+54.3% | Added |
| Collaborative Holdings Management LP | 3,000 | $244.8K | 0.75% | +3,000 | New |
| Cerity Partners LLC | 2,986 | $243.6K | 0.00% | −812−21.4% | Reduced |
| Creative Planning | 2,921 | $238.3K | 0.00% | −2,865−49.5% | Reduced |
| Wallace Advisory Group, LLC | 2,184 | $237.1K | 0.19% | −112−4.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,869 | $234.1K | 0.01% | +895+45.3% | Added |
| Prosperity Wealth Management, Inc. | 2,750 | $224.4K | 0.15% | +2,750 | New |
| Wedbush Securities Inc | 2,730 | $223.0K | 0.01% | +2,730 | New |
| CIBC World Markets Corp | 2,673 | $218.1K | 0.00% | +2,673 | New |
| Advisory Services Network, LLC | 2,640 | $215.4K | 0.01% | +205+8.4% | Added |
| Scientech Research LLC | 2,585 | $210.9K | 0.21% | +2,585 | New |
| Quantbot Technologies LP | 2,549 | $208.0K | 0.01% | +2,549 | New |
| DRW Securities, LLC | 2,546 | $207.7K | 0.01% | +2,546 | New |
| Steward Partners Investment Advisory, LLC | 2,534 | $206.7K | 0.00% | +415+19.6% | Added |
| Archford Capital Strategies, LLC | 2,515 | $205.2K | 0.04% | −17,000−87.1% | Reduced |
| Comerica Bank | 2,450 | $199.9K | 0.00% | −433−15.0% | Reduced |
| Vestcor Inc | 2,196 | $179.0K | 0.01% | −23−1.0% | Reduced |
| EMC Capital Management | 2,000 | $163.0K | 0.11% | +2,000 | New |
| MetLife Investment Management | 1,996 | $162.9K | 0.00% | −38−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,891 | $154.3K | 0.00% | −29,312−93.9% | Reduced |
| Principal Securities, Inc. | 1,695 | $138.3K | 0.01% | +1,695 | New |
| Ossiam | 1,605 | $131.0K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 1,393 | $113.7K | 0.23% | −457−24.7% | Reduced |
| Parallel Advisors, LLC | 1,381 | $112.7K | 0.00% | −23−1.6% | Reduced |
| Picton Mahoney Asset Management | 1,255 | $103.0K | 0.00% | −50−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,256 | $102.5K | 0.00% | −59−4.5% | Reduced |
| Sands Capital Management, LLC | 1,255 | $102.4K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $92.0K | 0.04% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,174 | $89.8K | 0.05% | +1,174 | New |
| American International Group, Inc. | 843 | $68.8K | 0.00% | −22−2.5% | Reduced |
| First Horizon Advisors, Inc. | 842 | $68.7K | 0.00% | −976−53.7% | Reduced |
| Lazard Asset Management LLC | 801 | $65.0K | 0.00% | +58+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 784 | $64.0K | 0.00% | +10+1.3% | Added |
| Ostrum Asset Management | 737 | $60.1K | 0.01% | +3+0.4% | Added |
| UniSuper Management Pty Ltd | 700 | $57.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 619 | $50.5K | 0.00% | −683−52.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 516 | $42.0K | 0.00% | +16+3.2% | Added |
| Desjardins Global Asset Management Inc. | 503 | $41.0K | 0.00% | +7+1.4% | Added |
| Quest Partners LLC | 427 | $34.8K | 0.01% | +427 | New |
| GWM Advisors LLC | 404 | $33.0K | 0.00% | +204+102.0% | Added |
| Advisors Asset Management, Inc. | 376 | $30.7K | 0.00% | +17+4.7% | Added |
| National Bank of Canada | 384 | $29.7K | 0.00% | +37+10.7% | Added |
| Quarry LP | 361 | $29.5K | 0.01% | +88+32.2% | Added |
| CWM, LLC | 298 | $24.0K | 0.00% | −159−34.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 251 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 245 | $20.0K | 0.02% | +245 | New |
| Montag A & Associates Inc | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 219 | $16.2K | 0.00% | −138−38.7% | Reduced |
| AdvisorNet Financial, Inc | 197 | $16.1K | 0.00% | −186−48.6% | Reduced |
| Allworth Financial LP | 192 | $15.7K | 0.00% | −23−10.7% | Reduced |
| Crewe Advisors LLC | 162 | $13.2K | 0.00% | −20−11.0% | Reduced |
| Ci Investments Inc. | 155 | $13.0K | 0.00% | +1+0.6% | Added |
| Venturi Wealth Management, LLC | 157 | $12.8K | 0.00% | +46+41.4% | Added |
| First Beijing Investment Ltd | 143 | $11.7K | 0.00% | +143 | New |
| GAMMA Investing LLC | 142 | $11.1K | 0.00% | +142 | New |
| RFP Financial Group LLC | 127 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 125 | $10.0K | 0.00% | −95−43.2% | Reduced |
| Coppell Advisory Solutions LLC | 122 | $9.95K | 0.00% | −284−70.0% | Reduced |
| Arlington Partners LLC | 118 | $9.63K | 0.00% | +118 | New |
| Arlington Trust Co LLC | 118 | $9.63K | 0.00% | +118 | New |
| Versant Capital Management, Inc | 114 | $9.30K | 0.00% | −81−41.5% | Reduced |
| Lindbrook Capital, LLC | 104 | $8.48K | 0.00% | −128−55.2% | Reduced |
| LM Advisors LLC | 103 | $8.39K | 0.00% | +103 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 89 | $7.00K | 0.00% | +1+1.1% | Added |
| Capital Advisors, Ltd. LLC | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $6.85K | 0.00% | +84 | New |
| Quadrant Capital Group LLC | 71 | $5.79K | 0.00% | +1+1.4% | Added |
| Rakuten Investment Management, Inc. | 69 | $5.75K | 0.00% | +69 | New |
| Wolff Wiese Magana LLC | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $4.24K | 0.00% | +17+48.6% | Added |
| Parkside Financial Bank & Trust | 51 | $4.16K | 0.00% | −5−8.9% | Reduced |
| 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 |
| 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 |
| GPS Wealth Strategies Group, LLC | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $3.02K | 0.00% | −111−75.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 36 | $2.94K | 0.00% | +36 | New |
| SRS Capital Advisors, Inc. | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 30 | $2.45K | 0.00% | +30 | New |
| Atticus Wealth Management, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $1.71K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 20 | $1.63K | 0.00% | −17−45.9% | Reduced |
| Gradient Investments LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $1.55K | 0.00% | −23−54.8% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $1.47K | 0.00% | +18 | New |
| 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 |
| Glassman Wealth Services | 15 | $1.22K | 0.00% | −29−65.9% | Reduced |
| Ronald Blue Trust, Inc. | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Raffa Wealth Management, LLC | 11 | $897 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 11 | $897 | 0.00% | +6+120.0% | Added |