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 2024
Institutional positions in BILL Holdings, Inc. as of Dec 31, 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
- 413
- +72 vs. Q3 2024
- Shares held
- 94.7M
- +4.32M (+4.8%) vs. Q3 2024
- Total value
- $8.03B
- +$3.26B (+68.3%) vs. Q3 2024
- New holders
- 130
- 127 more added
- Sold out
- 58
- 111 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 1 | $85 | 0.00% | −25−96.2% | Reduced |
| Global Financial Private Client, LLC | 2 | $169 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $171 | 0.00% | +3 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $254 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $254 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $339 | 0.00% | −2−33.3% | Reduced |
| Rothschild Investment LLC | 4 | $339 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $508 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $509 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $678 | 0.00% | +3+60.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $847 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $932 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11 | $932 | 0.00% | +11 | New |
| Mather Group, LLC. | 11 | $932 | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $1.10K | 0.00% | +13 | New |
| Quadrant Capital Group LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.27K | 0.00% | −10−40.0% | Reduced |
| Massmutual Trust Co FSB | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.27K | 0.00% | +6+66.7% | Added |
| Quent Capital, LLC | 19 | $1.61K | 0.00% | −5,888−99.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 19 | $1.61K | 0.00% | +19 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.86K | 0.00% | −40−64.5% | Reduced |
| Wolff Wiese Magana LLC | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $1.95K | 0.00% | −12−34.3% | Reduced |
| Atticus Wealth Management, LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $2.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $2.46K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 30 | $2.54K | 0.00% | +16+114.3% | Added |
| Continuum Advisory, LLC | 38 | $3.22K | 0.00% | +31+442.9% | Added |
| Armstrong Advisory Group, Inc | 43 | $3.64K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 44 | $3.73K | 0.00% | +43+4,300.0% | Added |
| Farther Finance Advisors, LLC | 46 | $3.90K | 0.00% | +2+4.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $4.00K | 0.00% | −24−32.4% | Reduced |
| WPG Advisers, LLC | 53 | $4.49K | 0.00% | +53 | New |
| Sachetta, LLC | 59 | $5.00K | 0.00% | +6+11.3% | Added |
| Hemington Wealth Management | 64 | $5.00K | 0.00% | +16+33.3% | Added |
| Tucker Asset Management LLC | 66 | $5.59K | 0.00% | −15−18.5% | Reduced |
| Fortitude Family Office, LLC | 69 | $5.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 80 | $6.84K | 0.00% | +42+110.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 81 | $6.86K | 0.00% | +81 | New |
| CarsonAllaria Wealth Management, Ltd. | 100 | $8.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $8.64K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 144 | $12.2K | 0.00% | +8+5.9% | Added |
| Aventura Private Wealth, LLC | 160 | $13.6K | 0.01% | +160 | New |
| Jones Financial Companies LLLP | 185 | $15.7K | 0.00% | +14+8.2% | Added |
| First Horizon Advisors, Inc. | 188 | $15.9K | 0.00% | +188 | New |
| Danske Bank A/S | 200 | $16.9K | 0.00% | −1,300−86.7% | Reduced |
| GWM Advisors LLC | 225 | $19.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 266 | $22.5K | 0.00% | +115+76.2% | Added |
| Raleigh Capital Management Inc. | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 303 | $25.7K | 0.00% | +82+37.1% | Added |
| GAMMA Investing LLC | 306 | $25.9K | 0.00% | +131+74.9% | Added |
| Crewe Advisors LLC | 307 | $26.0K | 0.00% | +173+129.1% | Added |
| Signaturefd, LLC | 311 | $26.3K | 0.00% | +1+0.3% | Added |
| Fifth Third Bancorp | 320 | $27.1K | 0.00% | +320 | New |
| CoreCap Advisors, LLC | 350 | $29.6K | 0.00% | +350 | New |
| Skandinaviska Enskilda Banken AB (publ) | 367 | $31.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 369 | $31.6K | 0.00% | +247+202.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 373 | $31.6K | 0.00% | −70−15.8% | Reduced |
| Ci Investments Inc. | 382 | $32.0K | 0.00% | +54+16.5% | Added |
| Nomura Asset Management Co Ltd | 380 | $32.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 380 | $32.2K | 0.00% | +377+12,566.7% | Added |
| GeoWealth Management, LLC | 381 | $32.3K | 0.00% | +381 | New |
| Quarry LP | 412 | $34.9K | 0.01% | −353−46.1% | Reduced |
| Umb Bank N A | 414 | $35.1K | 0.00% | +414 | New |
| Hilltop National Bank | 431 | $36.5K | 0.01% | −38−8.1% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 460 | $39.0K | 0.03% | +460 | New |
| Allworth Financial LP | 441 | $40.5K | 0.00% | −16−3.5% | Reduced |
| Plato Investment Management Ltd | 488 | $41.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $42.0K | 0.02% | −295−37.1% | Reduced |
| Skopos Labs, Inc. | 512 | $43.4K | 0.01% | −11−2.1% | Reduced |
| Leonteq Securities AG | 526 | $44.6K | 0.00% | −163−23.7% | Reduced |
| Ronald Blue Trust, Inc. | 562 | $47.6K | 0.00% | −1,352−70.6% | Reduced |
| Lindbrook Capital, LLC | 575 | $48.7K | 0.00% | −31−5.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 690 | $58.5K | 0.04% | +690 | New |
| SBI Securities Co., Ltd. | 732 | $62.0K | 0.00% | +732 | New |
| Northwestern Mutual Wealth Management Co | 775 | $65.6K | 0.00% | +35+4.7% | Added |
| Principal Securities, Inc. | 903 | $76.5K | 0.00% | +871+2,721.9% | Added |
| Asset Management One Co.,Ltd. | 897 | $78.0K | 0.00% | −122−12.0% | Reduced |
| Advisors Asset Management, Inc. | 979 | $82.9K | 0.00% | −122−11.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,002 | $84.9K | 0.08% | +1,002 | New |
| Parallel Advisors, LLC | 1,010 | $85.6K | 0.00% | +806+395.1% | Added |
| IFP Advisors, Inc | 1,115 | $94.4K | 0.00% | +785+237.9% | Added |
| Kapitalo Investimentos Ltda | 1,394 | $118.1K | 0.08% | +1,394 | New |
| SRS Capital Advisors, Inc. | 1,437 | $121.7K | 0.01% | +660+84.9% | Added |
| CWM, LLC | 1,524 | $129.0K | 0.00% | +629+70.3% | Added |
| Storebrand Asset Management AS | 1,610 | $136.4K | 0.00% | −851−34.6% | Reduced |
| Versant Capital Management, Inc | 1,615 | $136.8K | 0.03% | +340+26.7% | Added |
| CSS LLC | 1,621 | $137.3K | 0.01% | +1,621 | New |
| Bayforest Capital Ltd | 1,687 | $142.9K | 0.18% | +1,687 | New |
| TD Waterhouse Canada Inc. | 1,724 | $145.9K | 0.00% | +1,714+17,140.0% | Added |
| Covestor Ltd | 1,904 | $161.0K | 0.10% | +7+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,008 | $177.2K | 0.00% | −487−19.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,619 | $185.9K | 0.00% | −433−14.2% | Reduced |
| Venturi Wealth Management, LLC | 2,265 | $191.9K | 0.01% | +975+75.6% | Added |
| Grandeur Peak Global Advisors, LLC | 2,310 | $195.7K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 2,395 | $202.9K | 0.00% | +2,395 | New |