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 2025
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 365
- −4 vs. Q2 2025
- Shares held
- 102.5M
- +7.19M (+7.5%) vs. Q2 2025
- Total value
- $5.43B
- +$1.02B (+23.2%) vs. Q2 2025
- New holders
- 78
- 102 more added
- Sold out
- 82
- 131 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $0 | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | −71−98.6% | Reduced |
| True Wealth Design, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $53 | 0.00% | +1 | New |
| WPG Advisers, LLC | 2 | $106 | 0.00% | −28−93.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $106 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $159 | 0.00% | +3 | New |
| Horizon Investments, LLC | 4 | $212 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $318 | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 7 | $371 | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 10 | $530 | 0.00% | +4+66.7% | Added |
| Whittier Trust Co | 10 | $533 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $566 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $583 | 0.00% | −15−57.7% | Reduced |
| Raffa Wealth Management, LLC | 11 | $583 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $604 | 0.00% | +2+18.2% | Added |
| Sachetta, LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14 | $742 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 17 | $900 | 0.00% | +5+41.7% | Added |
| Bullock Wealth Management Group | 18 | $967 | 0.00% | −2−10.0% | Reduced |
| Quent Capital, LLC | 19 | $1.01K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 24 | $1.27K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 25 | $1.32K | 0.00% | +12+92.3% | Added |
| Brown Brothers Harriman & Co | 25 | $1.32K | 0.00% | +25 | New |
| MAI Capital Management | 25 | $1.32K | 0.00% | +19+316.7% | Added |
| JFS Wealth Advisors, LLC | 26 | $1.38K | 0.00% | +7+36.8% | Added |
| Fortitude Family Office, LLC | 27 | $1.43K | 0.00% | +6+28.6% | Added |
| Boreal Capital Management LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $1.59K | 0.00% | +5+20.0% | Added |
| Larson Financial Group LLC | 33 | $1.75K | 0.00% | −1−2.9% | Reduced |
| Parkside Financial Bank & Trust | 36 | $1.91K | 0.00% | −61−62.9% | Reduced |
| IFP Advisors, Inc | 37 | $1.96K | 0.00% | −2,094−98.3% | Reduced |
| Smartleaf Asset Management LLC | 37 | $2.02K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 54 | $3.00K | 0.00% | −483,690−100.0% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $3.02K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 60 | $3.15K | 0.00% | −1,575−96.3% | Reduced |
| EverSource Wealth Advisors, LLC | 61 | $3.23K | 0.00% | +8+15.1% | Added |
| Farmers & Merchants Investments Inc | 70 | $3.71K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 70 | $3.71K | 0.00% | +45+180.0% | Added |
| Clearstead Advisors, LLC | 74 | $3.92K | 0.00% | −78−51.3% | Reduced |
| Signaturefd, LLC | 75 | $3.97K | 0.00% | +5+7.1% | Added |
| CWM, LLC | 73 | $4.00K | 0.00% | −6−7.6% | Reduced |
| Hemington Wealth Management | 90 | $4.00K | 0.00% | +34+60.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 81 | $4.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 89 | $4.71K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 94 | $4.98K | 0.00% | +94 | New |
| Versant Capital Management, Inc | 110 | $5.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $5.88K | 0.00% | +11+11.0% | Added |
| Advisory Services Network, LLC | 115 | $6.09K | 0.00% | +115 | New |
| Jones Financial Companies LLLP | 126 | $6.83K | 0.00% | +87+223.1% | Added |
| Leonteq Securities AG | 135 | $7.15K | 0.00% | −2,288−94.4% | Reduced |
| Assetmark, Inc | 137 | $7.26K | 0.00% | −168−55.1% | Reduced |
| Covestor Ltd | 173 | $9.00K | 0.00% | −12−6.5% | Reduced |
| Danske Bank A/S | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 201 | $10.8K | 0.00% | +112+125.8% | Added |
| Massmutual Trust Co FSB | 211 | $11.2K | 0.00% | +75+55.1% | Added |
| Root Financial Partners, LLC | 215 | $11.4K | 0.00% | +215 | New |
| Rise Advisors, LLC | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 251 | $13.0K | 0.00% | +55+28.1% | Added |
| Advisors Asset Management, Inc. | 251 | $13.3K | 0.00% | −274−52.2% | Reduced |
| Rockefeller Capital Management L.P. | 260 | $13.8K | 0.00% | +260 | New |
| Crewe Advisors LLC | 307 | $16.3K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 219 | $16.3K | 0.15% | −172,178−99.9% | Reduced |
| Wealthspire Advisors, LLC | 315 | $16.7K | 0.00% | +315 | New |
| Pilgrim Partners Asia Pte Ltd | 320 | $16.9K | 0.01% | +320 | New |
| Nomura Asset Management Co Ltd | 380 | $20.1K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 392 | $20.8K | 0.01% | +392 | New |
| Parallel Advisors, LLC | 400 | $21.2K | 0.00% | +165+70.2% | Added |
| Caitong International Asset Management Co., Ltd | 536 | $28.4K | 0.02% | +486+972.0% | Added |
| Ci Investments Inc. | 588 | $31.0K | 0.00% | +89+17.8% | Added |
| Allworth Financial LP | 662 | $35.1K | 0.00% | +35+5.6% | Added |
| Parallax Volatility Advisers, L.P. | 701 | $37.1K | 0.00% | +701 | New |
| FNY Investment Advisers, LLC | 741 | $39.0K | 0.01% | −661−47.1% | Reduced |
| Wolverine Asset Management LLC | 741 | $39.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 754 | $39.9K | 0.00% | −2,887−79.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 773 | $40.9K | 0.00% | +37+5.0% | Added |
| SBI Securities Co., Ltd. | 866 | $45.9K | 0.00% | +185+27.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 878 | $46.5K | 0.00% | +55+6.7% | Added |
| Storebrand Asset Management AS | 905 | $47.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 977 | $51.8K | 0.00% | −186−16.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 973 | $52.0K | 0.00% | +22+2.3% | Added |
| Group One Trading, L.P. | 984 | $52.1K | 0.00% | +984 | New |
| Ronald Blue Trust, Inc. | 998 | $52.9K | 0.00% | −263−20.9% | Reduced |
| State of Wyoming | 1,037 | $54.9K | 0.01% | −42−3.9% | Reduced |
| Umb Bank N A | 1,097 | $58.1K | 0.00% | −118−9.7% | Reduced |
| Peregrine Capital Management LLC | 1,103 | $58.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,161 | $61.5K | 0.00% | +216+22.9% | Added |
| Hantz Financial Services, Inc. | 1,255 | $66.0K | 0.00% | +821+189.2% | Added |
| Shell Asset Management Co | 1,301 | $69.0K | 0.01% | −1,745−57.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,429 | $75.7K | 0.00% | −1,160−44.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,598 | $82.9K | 0.00% | −259−13.9% | Reduced |
| Capula Management Ltd | 1,805 | $95.6K | 0.00% | +1,805 | New |
| Franklin Resources Inc | 7,611 | $96.7K | 0.00% | −7,383−49.2% | Reduced |
| US Bancorp | 1,910 | $101.2K | 0.00% | −21−1.1% | Reduced |