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 2024
Institutional positions in BILL Holdings, Inc. as of Jun 30, 2024. 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
- 338
- −33 vs. Q1 2024
- Shares held
- 92.3M
- −2.75M (−2.9%) vs. Q1 2024
- Total value
- $4.86B
- −$1.67B (−25.6%) vs. Q1 2024
- New holders
- 64
- 121 more added
- Sold out
- 97
- 124 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Innealta Capital, LLC | 1 | $53 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $137 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $158 | 0.00% | +2+200.0% | Added |
| TD Waterhouse Canada Inc. | 3 | $159 | 0.00% | −1,300−99.8% | Reduced |
| Huntington National Bank | 4 | $210 | 0.00% | −313−98.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $210 | 0.00% | −52−92.9% | Reduced |
| SJS Investment Consulting Inc. | 6 | $316 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $316 | 0.00% | −1−14.3% | Reduced |
| Opal Wealth Advisors, LLC | 6 | $316 | 0.00% | +6 | New |
| TFC Financial Management | 8 | $421 | 0.00% | +8 | New |
| Kelly Financial Services LLC | 9 | $474 | 0.00% | −10−52.6% | Reduced |
| Bell Investment Advisors, Inc | 9 | $474 | 0.00% | −7−43.8% | Reduced |
| Massmutual Trust Co FSB | 10 | $526 | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 10 | $527 | 0.00% | −19−65.5% | Reduced |
| Raffa Wealth Management, LLC | 11 | $579 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $579 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $684 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $685 | 0.00% | −1−7.1% | Reduced |
| Principal Securities, Inc. | 14 | $737 | 0.00% | −33−70.2% | Reduced |
| Hobbs Group Advisors, LLC | 200 | $860 | 0.00% | +200 | New |
| Proequities, Inc. | 17 | $894 | 0.00% | −38−69.1% | Reduced |
| Fifth Third Bancorp | 17 | $895 | 0.00% | −4,545−99.6% | Reduced |
| Private Wealth Management Group, LLC | 21 | $1.11K | 0.00% | +6+40.0% | Added |
| Bruce G. Allen Investments, LLC | 22 | $1.16K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 25 | $1.26K | 0.00% | +19+316.7% | Added |
| Atticus Wealth Management, LLC | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $1.32K | 0.00% | +25 | New |
| Harvest Fund Management Co., Ltd | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | +30+200.0% | Added |
| Sachetta, LLC | 40 | $2.09K | 0.00% | +40 | New |
| First Horizon Advisors, Inc. | 42 | $2.21K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $2.54K | 0.00% | −17−26.2% | Reduced |
| VitalStone Financial, LLC | 49 | $2.58K | 0.00% | +49 | New |
| Harbour Investments, Inc. | 56 | $2.95K | 0.00% | +40+250.0% | Added |
| Parkside Financial Bank & Trust | 63 | $3.32K | 0.00% | +22+53.7% | Added |
| EverSource Wealth Advisors, LLC | 72 | $3.60K | 0.00% | +11+18.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 73 | $4.00K | 0.00% | −55−43.0% | Reduced |
| Tucker Asset Management LLC | 85 | $4.47K | 0.00% | +85 | New |
| Allworth Financial LP | 85 | $4.56K | 0.00% | −11−11.5% | Reduced |
| AdvisorNet Financial, Inc | 95 | $5.00K | 0.00% | −21−18.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 114 | $6.00K | 0.00% | +29+34.1% | Added |
| Parallel Advisors, LLC | 116 | $6.10K | 0.00% | −376−76.4% | Reduced |
| Arlington Trust Co LLC | 118 | $6.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 122 | $6.42K | 0.00% | +122 | New |
| GAMMA Investing LLC | 125 | $6.58K | 0.00% | +19+17.9% | Added |
| Global Retirement Partners, LLC | 127 | $6.68K | 0.00% | −46−26.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 127 | $6.68K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 127 | $6.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 134 | $7.05K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 135 | $7.10K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 164 | $8.63K | 0.00% | +118+256.5% | Added |
| Ci Investments Inc. | 186 | $10.0K | 0.00% | −13−6.5% | Reduced |
| Ronald Blue Trust, Inc. | 151 | $10.4K | 0.00% | +151 | New |
| Clearstead Advisors, LLC | 258 | $13.6K | 0.00% | +258 | New |
| Venturi Wealth Management, LLC | 270 | $14.2K | 0.00% | +78+40.6% | Added |
| Jones Financial Companies LLLP | 300 | $15.8K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 302 | $15.9K | 0.00% | +153+102.7% | Added |
| State of Wyoming | 310 | $16.3K | 0.00% | +310 | New |
| SRS Capital Advisors, Inc. | 334 | $17.6K | 0.00% | −30−8.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 362 | $19.0K | 0.00% | −145,082−99.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 367 | $19.3K | 0.00% | −18,463−98.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 369 | $19.4K | 0.00% | −353,268−99.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 461 | $25.0K | 0.00% | −350−43.2% | Reduced |
| The PNC Financial Services Group, Inc. | 649 | $34.2K | 0.00% | +152+30.6% | Added |
| Quarry LP | 656 | $34.5K | 0.01% | −327−33.3% | Reduced |
| IFP Advisors, Inc | 678 | $35.7K | 0.00% | +414+156.8% | Added |
| CWM, LLC | 688 | $36.0K | 0.00% | +62+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 807 | $42.5K | 0.00% | +36+4.7% | Added |
| Advisors Asset Management, Inc. | 842 | $44.3K | 0.00% | +184+28.0% | Added |
| Versant Capital Management, Inc | 873 | $45.9K | 0.01% | +873 | New |
| Asset Management One Co.,Ltd. | 1,062 | $55.9K | 0.00% | −36,360−97.2% | Reduced |
| Corebridge Financial, Inc. | 1,098 | $57.8K | 0.00% | +1,098 | New |
| Covestor Ltd | 1,648 | $87.0K | 0.06% | +8+0.5% | Added |
| Comerica Bank | 1,985 | $104.4K | 0.00% | −463−18.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,033 | $106.9K | 0.00% | −379−15.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,553 | $134.3K | 0.00% | −42,715−94.4% | Reduced |
| Leonteq Securities AG | 2,673 | $140.7K | 0.02% | −3,906−59.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,934 | $154.4K | 0.00% | −450−13.3% | Reduced |
| MetLife Investment Management | 3,015 | $158.6K | 0.00% | +1,015+50.7% | Added |
| Federated Hermes, Inc. | 3,108 | $163.5K | 0.00% | +1,651+113.3% | Added |
| Storebrand Asset Management AS | 3,277 | $172.4K | 0.00% | −16,520−83.4% | Reduced |
| KBC Group NV | 3,351 | $177.0K | 0.00% | −7,677−69.6% | Reduced |
| Lazard Asset Management LLC | 3,757 | $197.0K | 0.00% | +1,480+65.0% | Added |
| Aviva PLC | 3,813 | $200.6K | 0.00% | −35,003−90.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,952 | $208.0K | 0.01% | −61−1.5% | Reduced |
| Palisade Capital Management LLC | 4,000 | $210.5K | 0.01% | +750+23.1% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 4,047 | $213.0K | 0.00% | +4,047 | New |
| Robeco Institutional Asset Management B.V. | 4,364 | $229.6K | 0.00% | +820+23.1% | Added |
| Hudock, Inc. | 4,387 | $230.8K | 0.04% | +4,387 | New |
| Guggenheim Capital LLC | 4,428 | $233.0K | 0.00% | +1,346+43.7% | Added |
| Toroso Investments, LLC | 4,473 | $235.4K | 0.00% | +535+13.6% | Added |
| Point72 Hong Kong Ltd | 4,800 | $252.6K | 0.02% | +3,307+221.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,929 | $255.8K | 0.00% | +4,929 | New |
| Oxford Asset Management LLP | 4,915 | $258.6K | 0.26% | +4,915 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,098 | $268.3K | 0.06% | +5,098 | New |