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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 2025

Institutional positions in BILL Holdings, Inc. as of Dec 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
366
+9 vs. Q3 2025
Shares held
109.2M
+6.94M (+6.8%) vs. Q3 2025
Total value
$5.96B
+$534.5M (+9.9%) vs. Q3 2025
New holders
76
107 more added
Sold out
67
124 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 366 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ4 2025: $5.96B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2025.

Institutions holding BILL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.5$00.00%+5New
Winnow Wealth LLC1$550.00%00.0%Unchanged
Dunhill Financial, LLC2$1050.00%+2New
WPG Advisers, LLC2$1090.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$1090.00%+2New
Annis Gardner Whiting Capital Advisors, LLC3$1640.00%+3New
Whipplewood Advisors, LLC3$1640.00%+3New
Caitong International Asset Management Co., Ltd4$2180.00%−532−99.3%Reduced
Horizon Investments, LLC4$2180.00%00.0%Unchanged
HFM Investment Advisors, LLC5$2730.00%00.0%Unchanged
South State Corp.5$2730.00%+5New
Newbridge Financial Services Group, Inc.5$2730.00%+5New
United Financial Planning Group LLC5$2730.00%+5New
AdvisorNet Financial, Inc6$3270.00%+6New
Quaker Wealth Management, LLC6$3280.00%+6New
Bay Harbor Wealth Management, LLC7$3810.00%+2+40.0%Added
Rialto Wealth Management, LLC7$3820.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$4360.00%+6+300.0%Added
American Capital Advisory, LLC9$4910.00%+6+200.0%Added
SJS Investment Consulting Inc.10$5460.00%00.0%Unchanged
Raffa Wealth Management, LLC11$6000.00%00.0%Unchanged
Cromwell Holdings LLC12$6540.00%00.0%Unchanged
Hughes Financial Services, LLC12$6540.00%00.0%Unchanged
Sachetta, LLC12$6550.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$6550.00%−1−7.7%Reduced
MV Capital Management, Inc.15$8190.00%+9+150.0%Added
MAI Capital Management16$8730.00%−9−36.0%Reduced
Fortitude Family Office, LLC18$9820.00%−9−33.3%Reduced
TD Private Client Wealth LLC19$1.04K0.00%+16+533.3%Added
Atlantic Union Bankshares Corp19$1.04K0.00%+19New
Bullock Wealth Management Group21$1.15K0.00%+3+16.7%Added
Bogart Wealth, LLC23$1.25K0.00%−2−8.0%Reduced
Kilter Group LLC23$1.25K0.00%−7−23.3%Reduced
UMA Financial Services, Inc.24$1.31K0.00%00.0%Unchanged
Marquette Asset Management, LLC24$1.31K0.00%+24New
Keating Financial Advisory Services, Inc.29$1.58K0.00%+29New
Boreal Capital Management LLC30$1.64K0.00%00.0%Unchanged
Rothschild Investment LLC30$1.64K0.00%+25+500.0%Added
Godfrey Financial Associates, Inc.30$1.64K0.00%+30New
Tucker Asset Management LLC37$2.02K0.00%+37New
Smartleaf Asset Management LLC37$2.04K0.00%00.0%Unchanged
ZRC Wealth Management, LLC39$2.13K0.00%+39New
IFP Advisors, Inc42$2.29K0.00%+5+13.5%Added
Parkside Financial Bank & Trust46$2.51K0.00%+10+27.8%Added
Signaturefd, LLC52$2.84K0.00%−23−30.7%Reduced
T. Rowe Price Investment Management, Inc.54$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC57$3.11K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC57$3.11K0.00%+31+119.2%Added
SRS Capital Advisors, Inc.58$3.16K0.00%+58New
Plato Investment Management Ltd60$3.29K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc70$3.82K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC76$4.14K0.00%+6+8.6%Added
Evelyn Partners Investment Management Services Ltd81$4.42K0.00%00.0%Unchanged
Huntington National Bank84$4.58K0.00%−5−5.6%Reduced
EverSource Wealth Advisors, LLC88$4.80K0.00%+27+44.3%Added
Elyxium Wealth, LLC94$5.13K0.00%+94New
West Branch Capital LLC94$5.13K0.00%00.0%Unchanged
Versant Capital Management, Inc113$6.18K0.00%+3+2.7%Added
SageView Advisory Group, LLC125$6.82K0.00%+125New
Jones Financial Companies LLLP129$7.04K0.00%+3+2.4%Added
Elequin Capital LP138$7.53K0.00%+138New
Covestor Ltd173$9.00K0.00%00.0%Unchanged
Transce3nd, LLC219$10.3K0.08%00.0%Unchanged
Rossby Financial, LCC201$11.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB228$12.4K0.00%+17+8.1%Added
Garner Asset Management Corp240$13.1K0.01%+240New
Larson Financial Group LLC243$13.3K0.00%+210+636.4%Added
Root Financial Partners, LLC247$13.5K0.00%+32+14.9%Added
Basecamp Wealth Advisors LLC248$13.5K0.00%+248New
Assetmark, Inc252$13.7K0.00%+115+83.9%Added
Bessemer Group Inc254$14.0K0.00%+3+1.2%Added
Clearstead Advisors, LLC277$15.1K0.00%+203+274.3%Added
Crewe Advisors LLC307$16.7K0.00%00.0%Unchanged
Los Angeles Capital Management LLC358$17.5K0.00%+358New
Farther Finance Advisors, LLC349$19.0K0.00%+238+214.4%Added
Global Retirement Partners, LLC362$19.7K0.00%+345+2,029.4%Added
Nomura Asset Management Co Ltd380$20.7K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.392$21.4K0.01%00.0%Unchanged
Parallel Advisors, LLC482$26.3K0.00%+82+20.5%Added
Aster Capital Management (DIFC) Ltd506$27.6K0.01%+506New
Ronald Blue Trust, Inc.508$27.7K0.00%−490−49.1%Reduced
Allworth Financial LP656$35.8K0.00%−6−0.9%Reduced
DV Trading LLC702$38.3K0.00%+702New
Rockefeller Capital Management L.P.712$38.8K0.00%+452+173.8%Added
Wolverine Asset Management LLC741$40.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co778$42.4K0.00%+5+0.6%Added
FNY Investment Advisers, LLC802$43.0K0.01%+61+8.2%Added
Mirae Asset Global Investments Co., Ltd.799$43.6K0.00%−79−9.0%Reduced
CWM, LLC803$44.0K0.00%+730+1,000.0%Added
Storebrand Asset Management AS905$49.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.931$50.7K0.00%−667−41.7%Reduced
Fifth Third Bancorp982$53.6K0.00%−179−15.4%Reduced
Clear Street Markets LLC1,000$54.5K0.01%−1,000−50.0%Reduced
Steward Partners Investment Advisory, LLC1,179$64.3K0.00%−250−17.5%Reduced
GAMMA Investing LLC1,243$67.8K0.00%+266+27.2%Added
SBI Securities Co., Ltd.1,267$69.1K0.00%+401+46.3%Added
Eurizon Capital SGR S.p.A.1,276$70.3K0.00%+1,276New
Umb Bank N A1,336$72.9K0.00%+239+21.8%Added
Danske Bank A/S1,500$81.8K0.00%+1,300+650.0%Added