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, Q1 2025
Institutional positions in BILL Holdings, Inc. as of Mar 31, 2025. 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
- 394
- −15 vs. Q4 2024
- Shares held
- 93.2M
- −1.23M (−1.3%) vs. Q4 2024
- Total value
- $4.28B
- −$3.72B (−46.5%) vs. Q4 2024
- New holders
- 93
- 133 more added
- Sold out
- 108
- 128 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 1 | $44 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $46 | 0.00% | −14−93.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $137 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 11 | $138 | 0.00% | +8+266.7% | Added |
| Winnow Wealth LLC | 3 | $138 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $138 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $184 | 0.00% | −998−99.6% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $275 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $276 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $322 | 0.00% | −19−73.1% | Reduced |
| American Capital Advisory, LLC | 7 | $322 | 0.00% | +7 | New |
| Mirae Asset Global Investments Co., Ltd. | 15,098 | $329 | 0.00% | +14,725+3,947.7% | Added |
| Global Financial Private Client, LLC | 9 | $413 | 0.00% | +7+350.0% | Added |
| Whittier Trust Co | 10 | $458 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $459 | 0.00% | +2+25.0% | Added |
| MAI Capital Management | 11 | $505 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $505 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $597 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $597 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 13 | $601 | 0.00% | −67−83.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $643 | 0.00% | +14 | New |
| NewSquare Capital LLC | 15 | $688 | 0.00% | +15 | New |
| Marshall & Sterling Wealth Advisors Inc. | 15 | $688 | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 16 | $734 | 0.00% | −6−27.3% | Reduced |
| Bullock Wealth Management Group | 18 | $824 | 0.00% | +18 | New |
| Sachetta, LLC | 18 | $827 | 0.00% | −41−69.5% | Reduced |
| Quent Capital, LLC | 19 | $872 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $918 | 0.00% | +20 | New |
| Hemington Wealth Management | 32 | $1.00K | 0.00% | −32−50.0% | Reduced |
| Wolff Wiese Magana LLC | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $1.10K | 0.00% | −29−54.7% | Reduced |
| Atticus Wealth Management, LLC | 24 | $1.10K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 25 | $1.15K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $1.51K | 0.00% | +33 | New |
| Continuum Advisory, LLC | 36 | $1.65K | 0.00% | −2−5.3% | Reduced |
| Bell Investment Advisors, Inc | 36 | $1.65K | 0.00% | +21+140.0% | Added |
| EverSource Wealth Advisors, LLC | 39 | $1.79K | 0.00% | −264−87.1% | Reduced |
| Geneos Wealth Management Inc. | 44 | $2.02K | 0.00% | +15+51.7% | Added |
| Whittier Trust Co of Nevada Inc | 45 | $2.06K | 0.00% | +26+136.8% | Added |
| Jones Financial Companies LLLP | 51 | $2.36K | 0.00% | −134−72.4% | Reduced |
| Private Wealth Management Group, LLC | 55 | $2.52K | 0.00% | −47−46.1% | Reduced |
| Farmers & Merchants Investments Inc | 60 | $2.75K | 0.00% | +60 | New |
| Harel Insurance Investments & Financial Services Ltd. | 63 | $3.00K | 0.00% | +13+26.0% | Added |
| Larson Financial Group LLC | 66 | $3.03K | 0.00% | +62+1,550.0% | Added |
| Fortitude Family Office, LLC | 69 | $3.17K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 72 | $3.30K | 0.00% | +71+7,100.0% | Added |
| Sierra Ocean, LLC | 72 | $3.30K | 0.00% | +72 | New |
| Armstrong Advisory Group, Inc | 43 | $3.64K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 81 | $3.72K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $4.59K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $5.00K | 0.00% | +105 | New |
| SRS Capital Advisors, Inc. | 110 | $5.05K | 0.00% | −1,327−92.3% | Reduced |
| Parkside Financial Bank & Trust | 112 | $5.14K | 0.00% | +89+387.0% | Added |
| Aventura Private Wealth, LLC | 116 | $5.32K | 0.00% | −44−27.5% | Reduced |
| Arlington Trust Co LLC | 118 | $5.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 128 | $5.87K | 0.00% | −16−11.1% | Reduced |
| Signaturefd, LLC | 145 | $6.65K | 0.00% | −166−53.4% | Reduced |
| Massmutual Trust Co FSB | 160 | $7.34K | 0.00% | +145+966.7% | Added |
| ORG Wealth Partners, LLC | 200 | $9.15K | 0.00% | +200 | New |
| Danske Bank A/S | 200 | $9.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 245 | $11.2K | 0.00% | +245 | New |
| Parallel Advisors, LLC | 247 | $11.3K | 0.00% | −763−75.5% | Reduced |
| Lindbrook Capital, LLC | 261 | $12.0K | 0.00% | −314−54.6% | Reduced |
| Boston Private Wealth LLC | 284 | $13.0K | 0.00% | +284 | New |
| Crewe Advisors LLC | 307 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 317 | $14.5K | 0.00% | −97−23.4% | Reduced |
| Clearstead Advisors, LLC | 325 | $14.9K | 0.00% | +59+22.2% | Added |
| Versant Capital Management, Inc | 331 | $15.2K | 0.00% | −1,284−79.5% | Reduced |
| Ci Investments Inc. | 357 | $16.0K | 0.00% | −25−6.5% | Reduced |
| First Horizon Advisors, Inc. | 351 | $16.1K | 0.00% | +163+86.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 367 | $16.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $17.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 532 | $24.0K | 0.00% | −992−65.1% | Reduced |
| Nisa Investment Advisors, LLC | 528 | $24.2K | 0.00% | +528 | New |
| FNY Investment Advisers, LLC | 600 | $27.0K | 0.02% | +100+20.0% | Added |
| Allworth Financial LP | 622 | $27.9K | 0.00% | +181+41.0% | Added |
| Ronald Blue Trust, Inc. | 622 | $28.5K | 0.00% | +60+10.7% | Added |
| SBI Securities Co., Ltd. | 648 | $29.7K | 0.00% | −84−11.5% | Reduced |
| New Age Alpha Advisors, LLC | 674 | $30.9K | 0.00% | +674 | New |
| Northwestern Mutual Wealth Management Co | 707 | $32.4K | 0.00% | −68−8.8% | Reduced |
| Wolverine Asset Management LLC | 741 | $34.0K | 0.00% | +741 | New |
| Fifth Third Bancorp | 749 | $34.4K | 0.00% | +429+134.1% | Added |
| Pilgrim Partners Asia Pte Ltd | 760 | $34.9K | 0.03% | +300+65.2% | Added |
| Quarry LP | 766 | $35.2K | 0.01% | +354+85.9% | Added |
| Advisors Asset Management, Inc. | 852 | $39.1K | 0.00% | −127−13.0% | Reduced |
| Skopos Labs, Inc. | 889 | $40.8K | 0.01% | +377+73.6% | Added |
| Farther Finance Advisors, LLC | 1,053 | $48.2K | 0.00% | +1,007+2,189.1% | Added |
| Peregrine Capital Management LLC | 1,103 | $50.6K | 0.00% | −94,284−98.8% | Reduced |
| GAMMA Investing LLC | 1,236 | $56.7K | 0.00% | +930+303.9% | Added |
| EMC Capital Management | 1,350 | $62.0K | 0.04% | +1,350 | New |
| State of Wyoming | 1,353 | $62.1K | 0.01% | +1,353 | New |
| Covestor Ltd | 1,368 | $63.0K | 0.04% | −536−28.2% | Reduced |
| Leonteq Securities AG | 1,541 | $70.7K | 0.01% | +1,015+193.0% | Added |
| Storebrand Asset Management AS | 1,610 | $73.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,630 | $75.6K | 0.01% | +1,142+234.0% | Added |