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 |
|---|---|---|---|---|---|
| Keybank National Association | 2,987 | $253.0K | 0.00% | +2,987 | New |
| Creative Planning | 2,846 | $241.0K | 0.00% | +2,846 | New |
| Fifth Third Wealth Advisors LLC | 2,824 | $239.2K | 0.01% | +2,824 | New |
| Commonwealth Equity Services, LLC | 2,701 | $229.0K | 0.00% | +2,701 | New |
| Oppenheimer Asset Management Inc. | 2,679 | $226.9K | 0.00% | +2,679 | New |
| Guggenheim Capital LLC | 2,632 | $223.0K | 0.00% | +2,632 | New |
| Steward Partners Investment Advisory, LLC | 2,627 | $222.5K | 0.00% | −25−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 2,586 | $219.1K | 0.00% | +2,586 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,558 | $216.7K | 0.03% | +2,558 | New |
| Petrus Trust Company, LTA | 2,536 | $214.8K | 0.02% | −2,167−46.1% | Reduced |
| CAPROCK Group, Inc. | 2,485 | $210.5K | 0.01% | +2,485 | New |
| Aigen Investment Management, LP | 2,453 | $207.8K | 0.04% | −53,108−95.6% | Reduced |
| Coign Capital Advisors LLC | 2,417 | $204.7K | 0.19% | +2,417 | New |
| Truist Financial Corp | 2,395 | $202.9K | 0.00% | +2,395 | New |
| Grandeur Peak Global Advisors, LLC | 2,310 | $195.7K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,265 | $191.9K | 0.01% | +975+75.6% | Added |
| Advisor Group Holdings, Inc. | 2,619 | $185.9K | 0.00% | −433−14.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,008 | $177.2K | 0.00% | −487−19.5% | Reduced |
| Covestor Ltd | 1,904 | $161.0K | 0.10% | +7+0.4% | Added |
| TD Waterhouse Canada Inc. | 1,724 | $145.9K | 0.00% | +1,714+17,140.0% | Added |
| Bayforest Capital Ltd | 1,687 | $142.9K | 0.18% | +1,687 | New |
| CSS LLC | 1,621 | $137.3K | 0.01% | +1,621 | New |
| Versant Capital Management, Inc | 1,615 | $136.8K | 0.03% | +340+26.7% | Added |
| Storebrand Asset Management AS | 1,610 | $136.4K | 0.00% | −851−34.6% | Reduced |
| CWM, LLC | 1,524 | $129.0K | 0.00% | +629+70.3% | Added |
| SRS Capital Advisors, Inc. | 1,437 | $121.7K | 0.01% | +660+84.9% | Added |
| Kapitalo Investimentos Ltda | 1,394 | $118.1K | 0.08% | +1,394 | New |
| IFP Advisors, Inc | 1,115 | $94.4K | 0.00% | +785+237.9% | Added |
| Parallel Advisors, LLC | 1,010 | $85.6K | 0.00% | +806+395.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,002 | $84.9K | 0.08% | +1,002 | New |
| Advisors Asset Management, Inc. | 979 | $82.9K | 0.00% | −122−11.1% | Reduced |
| Asset Management One Co.,Ltd. | 897 | $78.0K | 0.00% | −122−12.0% | Reduced |
| Principal Securities, Inc. | 903 | $76.5K | 0.00% | +871+2,721.9% | Added |
| Northwestern Mutual Wealth Management Co | 775 | $65.6K | 0.00% | +35+4.7% | Added |
| SBI Securities Co., Ltd. | 732 | $62.0K | 0.00% | +732 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 690 | $58.5K | 0.04% | +690 | New |
| Lindbrook Capital, LLC | 575 | $48.7K | 0.00% | −31−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 562 | $47.6K | 0.00% | −1,352−70.6% | Reduced |
| Leonteq Securities AG | 526 | $44.6K | 0.00% | −163−23.7% | Reduced |
| Skopos Labs, Inc. | 512 | $43.4K | 0.01% | −11−2.1% | Reduced |
| FNY Investment Advisers, LLC | 500 | $42.0K | 0.02% | −295−37.1% | Reduced |
| Plato Investment Management Ltd | 488 | $41.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 441 | $40.5K | 0.00% | −16−3.5% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 460 | $39.0K | 0.03% | +460 | New |
| Hilltop National Bank | 431 | $36.5K | 0.01% | −38−8.1% | Reduced |
| Umb Bank N A | 414 | $35.1K | 0.00% | +414 | New |
| Quarry LP | 412 | $34.9K | 0.01% | −353−46.1% | Reduced |
| GeoWealth Management, LLC | 381 | $32.3K | 0.00% | +381 | New |
| 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 |
| Ci Investments Inc. | 382 | $32.0K | 0.00% | +54+16.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 373 | $31.6K | 0.00% | −70−15.8% | Reduced |
| Coppell Advisory Solutions LLC | 369 | $31.6K | 0.00% | +247+202.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 367 | $31.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 350 | $29.6K | 0.00% | +350 | New |
| Fifth Third Bancorp | 320 | $27.1K | 0.00% | +320 | New |
| Signaturefd, LLC | 311 | $26.3K | 0.00% | +1+0.3% | Added |
| Crewe Advisors LLC | 307 | $26.0K | 0.00% | +173+129.1% | Added |
| GAMMA Investing LLC | 306 | $25.9K | 0.00% | +131+74.9% | Added |
| EverSource Wealth Advisors, LLC | 303 | $25.7K | 0.00% | +82+37.1% | Added |
| Raleigh Capital Management Inc. | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 266 | $22.5K | 0.00% | +115+76.2% | Added |
| GWM Advisors LLC | 225 | $19.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $16.9K | 0.00% | −1,300−86.7% | Reduced |
| First Horizon Advisors, Inc. | 188 | $15.9K | 0.00% | +188 | New |
| Jones Financial Companies LLLP | 185 | $15.7K | 0.00% | +14+8.2% | Added |
| Aventura Private Wealth, LLC | 160 | $13.6K | 0.01% | +160 | New |
| Huntington National Bank | 144 | $12.2K | 0.00% | +8+5.9% | Added |
| Arlington Trust Co LLC | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $8.64K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $8.47K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 81 | $6.86K | 0.00% | +81 | New |
| Smartleaf Asset Management LLC | 80 | $6.84K | 0.00% | +42+110.5% | Added |
| Fortitude Family Office, LLC | 69 | $5.84K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 66 | $5.59K | 0.00% | −15−18.5% | Reduced |
| Hemington Wealth Management | 64 | $5.00K | 0.00% | +16+33.3% | Added |
| Sachetta, LLC | 59 | $5.00K | 0.00% | +6+11.3% | Added |
| WPG Advisers, LLC | 53 | $4.49K | 0.00% | +53 | New |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $4.00K | 0.00% | −24−32.4% | Reduced |
| Farther Finance Advisors, LLC | 46 | $3.90K | 0.00% | +2+4.5% | Added |
| Elequin Capital LP | 44 | $3.73K | 0.00% | +43+4,300.0% | Added |
| Armstrong Advisory Group, Inc | 43 | $3.64K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $3.22K | 0.00% | +31+442.9% | Added |
| JFS Wealth Advisors, LLC | 30 | $2.54K | 0.00% | +16+114.3% | Added |
| Geneos Wealth Management Inc. | 29 | $2.46K | 0.00% | +29 | New |
| MV Capital Management, Inc. | 26 | $2.20K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $1.95K | 0.00% | −12−34.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Sunbelt Securities, Inc. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $1.10K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 11 | $932 | 0.00% | 00.0% | Unchanged |