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 2025
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 371
- −20 vs. Q1 2025
- Shares held
- 96.5M
- +3.31M (+3.6%) vs. Q1 2025
- Total value
- $4.46B
- +$183.6M (+4.3%) vs. Q1 2025
- New holders
- 59
- 127 more added
- Sold out
- 79
- 135 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| IMA Wealth, Inc. | 1 | $46 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $47 | 0.00% | −2−66.7% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $93 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $93 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 3 | $139 | 0.00% | −8−72.7% | Reduced |
| TD Private Client Wealth LLC | 3 | $139 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $186 | 0.00% | −3−42.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $231 | 0.00% | +2+66.7% | Added |
| Rothschild Investment LLC | 5 | $231 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $231 | 0.00% | +5 | New |
| MAI Capital Management | 6 | $278 | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $278 | 0.00% | −4−40.0% | Reduced |
| Optiver Holding B.V. | 6 | $278 | 0.00% | +6 | New |
| Whittier Trust Co | 10 | $462 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $463 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $507 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $509 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $509 | 0.00% | +5+83.3% | Added |
| Global Retirement Partners, LLC | 12 | $555 | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $555 | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $556 | 0.00% | −6−33.3% | Reduced |
| Bogart Wealth, LLC | 13 | $601 | 0.00% | +13 | New |
| Principal Securities, Inc. | 14 | $648 | 0.00% | −889−98.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $648 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $694 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $879 | 0.00% | −97−83.6% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $879 | 0.00% | −11−36.7% | Reduced |
| Bullock Wealth Management Group | 20 | $921 | 0.00% | +2+11.1% | Added |
| Fortitude Family Office, LLC | 21 | $971 | 0.00% | −48−69.6% | Reduced |
| Wolff Wiese Magana LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $1.16K | 0.00% | −503−95.3% | Reduced |
| Kilter Group LLC | 25 | $1.16K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 26 | $1.20K | 0.00% | −10−27.8% | Reduced |
| Boreal Capital Management LLC | 30 | $1.39K | 0.00% | +30 | New |
| WPG Advisers, LLC | 30 | $1.39K | 0.00% | +6+25.0% | Added |
| Larson Financial Group LLC | 34 | $1.57K | 0.00% | −32−48.5% | Reduced |
| Smartleaf Asset Management LLC | 37 | $1.69K | 0.00% | +24+184.6% | Added |
| Jones Financial Companies LLLP | 39 | $1.78K | 0.00% | −12−23.5% | Reduced |
| Geneos Wealth Management Inc. | 42 | $1.94K | 0.00% | −2−4.5% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 56 | $2.00K | 0.00% | +24+75.0% | Added |
| Caitong International Asset Management Co., Ltd | 50 | $2.31K | 0.00% | +46+1,150.0% | Added |
| EverSource Wealth Advisors, LLC | 53 | $2.45K | 0.00% | +14+35.9% | Added |
| Prestige Wealth Management Group LLC | 57 | $2.64K | 0.00% | +57 | New |
| SRS Capital Advisors, Inc. | 49 | $2.87K | 0.00% | −61−55.5% | Reduced |
| Signaturefd, LLC | 70 | $3.24K | 0.00% | −75−51.7% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $3.24K | 0.00% | +10+16.7% | Added |
| Rakuten Securities, Inc. | 72 | $3.33K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 81 | $3.75K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 79 | $4.00K | 0.00% | −453−85.2% | Reduced |
| Huntington National Bank | 89 | $4.12K | 0.00% | −39−30.5% | Reduced |
| Rossby Financial, LCC | 89 | $4.12K | 0.00% | +89 | New |
| Parkside Financial Bank & Trust | 97 | $4.49K | 0.00% | −15−13.4% | Reduced |
| Farther Finance Advisors, LLC | 100 | $4.63K | 0.00% | −953−90.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 110 | $5.09K | 0.00% | −221−66.8% | Reduced |
| Massmutual Trust Co FSB | 136 | $6.29K | 0.00% | −24−15.0% | Reduced |
| Clearstead Advisors, LLC | 152 | $7.03K | 0.00% | −173−53.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 165 | $7.63K | 0.00% | +149+931.3% | Added |
| Covestor Ltd | 185 | $9.00K | 0.01% | −1,183−86.5% | Reduced |
| Bessemer Group Inc | 196 | $9.00K | 0.00% | +91+86.7% | Added |
| Kestra Investment Management, LLC | 197 | $9.11K | 0.00% | +172+688.0% | Added |
| ORG Wealth Partners, LLC | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $9.25K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 235 | $10.9K | 0.00% | −12−4.9% | Reduced |
| Glenmede Investment Management, LP | 236 | $10.9K | 0.00% | +236 | New |
| Rise Advisors, LLC | 245 | $11.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 305 | $14.1K | 0.00% | −25,836−98.8% | Reduced |
| Crewe Advisors LLC | 307 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 434 | $20.0K | 0.00% | +430+10,750.0% | Added |
| Ci Investments Inc. | 499 | $23.0K | 0.00% | +142+39.8% | Added |
| Advisors Asset Management, Inc. | 525 | $24.3K | 0.00% | −327−38.4% | Reduced |
| Allworth Financial LP | 627 | $29.0K | 0.00% | +5+0.8% | Added |
| Macquarie Group Ltd | 671 | $31.0K | 0.00% | −120,425−99.4% | Reduced |
| SBI Securities Co., Ltd. | 681 | $31.5K | 0.00% | +33+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 736 | $34.0K | 0.00% | +29+4.1% | Added |
| Wolverine Asset Management LLC | 741 | $34.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 823 | $38.1K | 0.00% | −14,275−94.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 903 | $41.8K | 0.00% | −3,410−79.1% | Reduced |
| Storebrand Asset Management AS | 905 | $41.9K | 0.00% | −705−43.8% | Reduced |
| Fifth Third Bancorp | 945 | $43.7K | 0.00% | +196+26.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951 | $44.0K | 0.00% | −3,544−78.8% | Reduced |
| Lazard Asset Management LLC | 980 | $45.0K | 0.00% | +980 | New |
| State of Wyoming | 1,079 | $49.9K | 0.01% | −274−20.3% | Reduced |
| Peregrine Capital Management LLC | 1,103 | $51.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,163 | $53.8K | 0.00% | −73−5.9% | Reduced |
| Umb Bank N A | 1,215 | $56.2K | 0.00% | +898+283.3% | Added |
| Ronald Blue Trust, Inc. | 1,261 | $58.3K | 0.00% | +639+102.7% | Added |
| FNY Investment Advisers, LLC | 1,402 | $64.0K | 0.03% | +802+133.7% | Added |
| Plato Investment Management Ltd | 1,635 | $75.4K | 0.01% | +5+0.3% | Added |
| Skopos Labs, Inc. | 1,725 | $79.8K | 0.01% | +836+94.0% | Added |
| Advisor Group Holdings, Inc. | 1,857 | $85.9K | 0.00% | −2,785−60.0% | Reduced |
| US Bancorp | 1,931 | $89.3K | 0.00% | −2,376−55.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,000 | $92.5K | 0.00% | +2,000 | New |
| EMC Capital Management | 2,000 | $93.0K | 0.05% | +650+48.1% | Added |
| IFP Advisors, Inc | 2,131 | $106.3K | 0.00% | −177−7.7% | Reduced |