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 2024
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 346
- +13 vs. Q2 2024
- Shares held
- 90.7M
- +3.40M (+3.9%) vs. Q2 2024
- Total value
- $4.79B
- +$199.0M (+4.3%) vs. Q2 2024
- New holders
- 75
- 121 more added
- Sold out
- 62
- 124 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Elequin Capital LP | 1 | $53 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $106 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $158 | 0.00% | −124−97.6% | Reduced |
| Claris Advisors, LLC | 3 | $158 | 0.00% | +3 | New |
| Capital Performance Advisors LLP | 3 | $158 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $211 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $264 | 0.00% | −1−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $317 | 0.00% | −16−72.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $317 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $317 | 0.00% | +6 | New |
| Bokf, NA | 7 | $366 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 9 | $475 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $511 | 0.00% | +7+233.3% | Added |
| Raffa Wealth Management, LLC | 11 | $580 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $605 | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 13 | $686 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $686 | 0.00% | +3+30.0% | Added |
| Sunbelt Securities, Inc. | 13 | $686 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $739 | 0.00% | +1+7.7% | Added |
| Massmutual Trust Co FSB | 15 | $791 | 0.00% | +5+50.0% | Added |
| Wolff Wiese Magana LLC | 22 | $1.16K | 0.00% | +22 | New |
| Foster Dykema Cabot & Partners, LLC | 22 | $1.16K | 0.00% | +22 | New |
| Atticus Wealth Management, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.32K | 0.00% | −70−73.7% | Reduced |
| Rakuten Securities, Inc. | 26 | $1.37K | 0.00% | −88−77.2% | Reduced |
| MV Capital Management, Inc. | 26 | $1.37K | 0.00% | +23+766.7% | Added |
| HM Payson & Co | 27 | $1.43K | 0.00% | +27 | New |
| Principal Securities, Inc. | 32 | $1.69K | 0.00% | +18+128.6% | Added |
| Brown Brothers Harriman & Co | 35 | $1.85K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 35 | $1.85K | 0.00% | −28−44.4% | Reduced |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | +48 | New |
| Smartleaf Asset Management LLC | 38 | $2.02K | 0.00% | +13+52.0% | Added |
| Truvestments Capital LLC | 41 | $2.16K | 0.00% | +41 | New |
| Armstrong Advisory Group, Inc | 43 | $2.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $2.32K | 0.00% | −4−8.3% | Reduced |
| Sachetta, LLC | 53 | $2.80K | 0.00% | +13+32.5% | Added |
| Harvest Fund Management Co., Ltd | 59 | $3.00K | 0.00% | +12+25.5% | Added |
| Cullen/Frost Bankers, Inc. | 62 | $3.27K | 0.00% | +58+1,450.0% | Added |
| Fortitude Family Office, LLC | 69 | $3.64K | 0.00% | +69 | New |
| Harel Insurance Investments & Financial Services Ltd. | 74 | $4.00K | 0.00% | +1+1.4% | Added |
| Tucker Asset Management LLC | 81 | $4.27K | 0.00% | −4−4.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $5.38K | 0.00% | +81+385.7% | Added |
| Arlington Trust Co LLC | 118 | $6.23K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 122 | $6.49K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 134 | $7.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $7.17K | 0.00% | +132+3,300.0% | Added |
| Clearstead Advisors, LLC | 151 | $7.97K | 0.00% | −107−41.5% | Reduced |
| Jones Financial Companies LLLP | 171 | $9.09K | 0.00% | −129−43.0% | Reduced |
| GAMMA Investing LLC | 175 | $9.23K | 0.00% | +50+40.0% | Added |
| Parallel Advisors, LLC | 204 | $10.8K | 0.00% | +88+75.9% | Added |
| EverSource Wealth Advisors, LLC | 221 | $11.7K | 0.00% | +149+206.9% | Added |
| GWM Advisors LLC | 225 | $11.9K | 0.00% | +225 | New |
| Aster Capital Management (DIFC) Ltd | 284 | $15.0K | 0.00% | +284 | New |
| Raleigh Capital Management Inc. | 300 | $15.8K | 0.01% | +300 | New |
| Signaturefd, LLC | 310 | $16.4K | 0.00% | +146+89.0% | Added |
| Ci Investments Inc. | 328 | $17.0K | 0.00% | +142+76.3% | Added |
| IFP Advisors, Inc | 330 | $17.4K | 0.00% | −348−51.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 367 | $19.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $20.0K | 0.00% | −11,161−96.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 385 | $20.3K | 0.00% | +16+4.3% | Added |
| Tower Research Capital LLC (TRC) | 388 | $20.5K | 0.00% | −16,211−97.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $21.1K | 0.00% | −8,900−95.7% | Reduced |
| Caption Management, LLC | 416 | $21.9K | 0.00% | −9,884−96.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 443 | $23.4K | 0.00% | +81+22.4% | Added |
| Allworth Financial LP | 457 | $24.1K | 0.00% | +372+437.6% | Added |
| Hilltop National Bank | 469 | $24.7K | 0.01% | +334+247.4% | Added |
| Plato Investment Management Ltd | 488 | $25.7K | 0.00% | −4,851−90.9% | Reduced |
| Skopos Labs, Inc. | 523 | $27.6K | 0.01% | +523 | New |
| The PNC Financial Services Group, Inc. | 573 | $30.2K | 0.00% | −76−11.7% | Reduced |
| Lindbrook Capital, LLC | 606 | $32.0K | 0.00% | +304+100.7% | Added |
| Schroder Investment Management Group | 662 | $35.2K | 0.00% | −4,601−87.4% | Reduced |
| Leonteq Securities AG | 689 | $36.4K | 0.00% | −1,984−74.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 740 | $39.0K | 0.00% | −67−8.3% | Reduced |
| Quarry LP | 765 | $40.4K | 0.01% | +109+16.6% | Added |
| SRS Capital Advisors, Inc. | 777 | $41.0K | 0.00% | +443+132.6% | Added |
| FNY Investment Advisers, LLC | 795 | $41.0K | 0.02% | +795 | New |
| Acadian Asset Management LLC | 864 | $45.0K | 0.00% | −41,075−97.9% | Reduced |
| CWM, LLC | 895 | $47.0K | 0.00% | +207+30.1% | Added |
| Asset Management One Co.,Ltd. | 1,019 | $53.8K | 0.00% | −43−4.0% | Reduced |
| Corebridge Financial, Inc. | 1,063 | $56.1K | 0.00% | −35−3.2% | Reduced |
| Advisors Asset Management, Inc. | 1,101 | $58.1K | 0.00% | +259+30.8% | Added |
| Versant Capital Management, Inc | 1,275 | $67.3K | 0.02% | +402+46.0% | Added |
| Venturi Wealth Management, LLC | 1,290 | $68.1K | 0.00% | +1,020+377.8% | Added |
| Danske Bank A/S | 1,500 | $79.1K | 0.00% | +1,500 | New |
| Point72 Hong Kong Ltd | 1,712 | $90.3K | 0.01% | −3,088−64.3% | Reduced |
| Covestor Ltd | 1,897 | $100.0K | 0.06% | +249+15.1% | Added |
| Ronald Blue Trust, Inc. | 1,914 | $100.7K | 0.00% | +1,763+1,167.5% | Added |
| SG Americas Securities, LLC | 1,958 | $103.0K | 0.00% | −39,085−95.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,310 | $121.9K | 0.01% | −4,740−67.2% | Reduced |
| Storebrand Asset Management AS | 2,461 | $129.8K | 0.00% | −816−24.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,495 | $131.6K | 0.00% | −58−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,652 | $139.9K | 0.00% | −282−9.6% | Reduced |
| MetLife Investment Management | 2,954 | $155.9K | 0.00% | −61−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,052 | $161.0K | 0.00% | +1,019+50.1% | Added |
| KBC Group NV | 3,120 | $165.0K | 0.00% | −231−6.9% | Reduced |
| Sterling Capital Management LLC | 3,396 | $179.2K | 0.00% | +3,396 | New |
| Russell Investments Group, Ltd. | 3,695 | $194.9K | 0.00% | −2,719−42.4% | Reduced |