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 2026
Institutional positions in BILL Holdings, Inc. as of Jun 30, 2026. 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
- 341
- +3 vs. Q1 2026
- Shares held
- 98.1M
- −4.16M (−4.1%) vs. Q1 2026
- Total value
- $3.55B
- −$369.9M (−9.4%) vs. Q1 2026
- New holders
- 65
- 103 more added
- Sold out
- 62
- 127 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 1 | $36 | 0.00% | −21−95.5% | Reduced |
| Nisa Investment Advisors, LLC | 1 | $36 | 0.00% | −16−94.1% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $37 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $72 | 0.00% | −3−60.0% | Reduced |
| WPG Advisers, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $78 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $109 | 0.00% | −3−50.0% | Reduced |
| MV Capital Management, Inc. | 3 | $109 | 0.00% | +1+50.0% | Added |
| Elequin Capital LP | 4 | $145 | 0.00% | −52−92.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $181 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $181 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $181 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $217 | 0.00% | −5−45.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $253 | 0.00% | −6−46.2% | Reduced |
| Activest Wealth Management | 7 | $253 | 0.00% | +7 | New |
| Huntington National Bank | 9 | $325 | 0.00% | −13−59.1% | Reduced |
| Dunhill Financial, LLC | 9 | $325 | 0.00% | −1−10.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $362 | 0.00% | −2−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $362 | 0.00% | −1−9.1% | Reduced |
| Umb Bank N A | 11 | $398 | 0.00% | −1,039−99.0% | Reduced |
| Parkside Financial Bank & Trust | 11 | $398 | 0.00% | −7−38.9% | Reduced |
| Cromwell Holdings LLC | 12 | $434 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $434 | 0.00% | +8+200.0% | Added |
| Bell Investment Advisors, Inc | 13 | $471 | 0.00% | −11−45.8% | Reduced |
| Raffa Wealth Management, LLC | 14 | $506 | 0.00% | +2+16.7% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $506 | 0.00% | +12+600.0% | Added |
| SJS Investment Consulting Inc. | 19 | $688 | 0.00% | +8+72.7% | Added |
| Sachetta, LLC | 20 | $724 | 0.00% | −23−53.5% | Reduced |
| Action Point Financial Planning, LLC | 27 | $940 | 0.00% | +27 | New |
| Clearstead Advisors, LLC | 27 | $977 | 0.00% | +3+12.5% | Added |
| CVA Family Office, LLC | 28 | $1.01K | 0.00% | −105−78.9% | Reduced |
| Boreal Capital Management LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $1.15K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $1.16K | 0.00% | +32 | New |
| Leo H. Evart, Inc. | 34 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $1.55K | 0.00% | +32+290.9% | Added |
| JFS Wealth Advisors, LLC | 46 | $1.66K | 0.00% | −4−8.0% | Reduced |
| Fortitude Family Office, LLC | 47 | $1.70K | 0.00% | −12−20.3% | Reduced |
| EverSource Wealth Advisors, LLC | 48 | $1.74K | 0.00% | −87−64.4% | Reduced |
| Bullock Wealth Management Group | 45 | $1.75K | 0.00% | −18−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $2.53K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 81 | $2.93K | 0.00% | +81 | New |
| Massmutual Trust Co FSB | 87 | $3.15K | 0.00% | −28−24.3% | Reduced |
| ZRC Wealth Management, LLC | 91 | $3.29K | 0.00% | −54−37.2% | Reduced |
| True Wealth Design, LLC | 103 | $3.73K | 0.00% | −13−11.2% | Reduced |
| Covestor Ltd | 114 | $4.00K | 0.00% | +19+20.0% | Added |
| Quarry LP | 114 | $4.12K | 0.00% | +114 | New |
| Signaturefd, LLC | 117 | $4.23K | 0.00% | −134−53.4% | Reduced |
| Cedar Mountain Advisors, LLC | 148 | $5.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $5.64K | 0.00% | +40+34.5% | Added |
| Parallel Advisors, LLC | 181 | $6.54K | 0.00% | −385−68.0% | Reduced |
| Rossby Financial, LCC | 198 | $7.16K | 0.00% | −3−1.5% | Reduced |
| Danske Bank A/S | 200 | $7.23K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 217 | $7.85K | 0.00% | −1,783−89.1% | Reduced |
| Ronald Blue Trust, Inc. | 219 | $7.92K | 0.00% | −24−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 244 | $8.82K | 0.00% | −364−59.9% | Reduced |
| Transce3nd, LLC | 219 | $9.06K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 283 | $10.0K | 0.00% | +178+169.5% | Added |
| Crewe Advisors LLC | 307 | $11.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 344 | $12.4K | 0.00% | −836−70.8% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $13.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 392 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 400 | $14.5K | 0.00% | +400 | New |
| SRS Capital Advisors, Inc. | 452 | $16.3K | 0.00% | +452 | New |
| Jones Financial Companies LLLP | 472 | $16.8K | 0.00% | +334+242.0% | Added |
| Bayforest Capital Ltd | 490 | $17.7K | 0.02% | −2,011−80.4% | Reduced |
| NBC Securities, Inc. | 500 | $18.1K | 0.00% | +500 | New |
| Allworth Financial LP | 526 | $19.0K | 0.00% | −98−15.7% | Reduced |
| Global Retirement Partners, LLC | 576 | $20.8K | 0.00% | +576 | New |
| Mirae Asset Global Investments Co., Ltd. | 654 | $23.6K | 0.00% | +398+155.5% | Added |
| Northwestern Mutual Wealth Management Co | 658 | $23.8K | 0.00% | −102−13.4% | Reduced |
| Larson Financial Group LLC | 687 | $24.8K | 0.00% | +559+436.7% | Added |
| Advisor Group Holdings, Inc. | 719 | $26.0K | 0.00% | −29−3.9% | Reduced |
| Versant Capital Management, Inc | 722 | $26.1K | 0.00% | +430+147.3% | Added |
| The PNC Financial Services Group, Inc. | 780 | $28.2K | 0.00% | −1,343−63.3% | Reduced |
| Aquatic Capital Management LLC | 901 | $32.6K | 0.00% | +901 | New |
| GAMMA Investing LLC | 1,248 | $45.1K | 0.00% | −1,175−48.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,276 | $45.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,304 | $47.2K | 0.00% | +1,304 | New |
| Asset Management One Co.,Ltd. | 1,342 | $48.5K | 0.00% | +166+14.1% | Added |
| SBI Securities Co., Ltd. | 1,344 | $48.6K | 0.00% | −31−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,434 | $51.9K | 0.00% | +1,434 | New |
| Plato Investment Management Ltd | 1,974 | $71.0K | 0.00% | +1,914+3,190.0% | Added |
| Geneos Wealth Management Inc. | 2,125 | $76.8K | 0.00% | +625+41.7% | Added |
| Rockefeller Capital Management L.P. | 2,455 | $88.8K | 0.00% | +856+53.5% | Added |
| KBC Group NV | 2,644 | $96.0K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 1,077 | $98.7K | 0.08% | +1,077 | New |
| Farther Finance Advisors, LLC | 3,144 | $113.7K | 0.00% | +1,095+53.4% | Added |
| Hantz Financial Services, Inc. | 3,225 | $117.0K | 0.00% | −389−10.8% | Reduced |
| Capula Management Ltd | 3,239 | $117.1K | 0.00% | −104−3.1% | Reduced |
| Leonteq Securities AG | 3,616 | $130.8K | 0.01% | +863+31.3% | Added |
| STRS Ohio | 3,622 | $131.0K | 0.00% | +1,697+88.2% | Added |
| Nykredit A/S | 3,949 | $142.8K | 0.00% | +3,949 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,376 | $194.4K | 0.00% | +1,503+38.8% | Added |
| Aigen Investment Management, LP | 5,676 | $205.2K | 0.06% | +5,676 | New |
| Fred Alger Management, LLC | 5,840 | $211.2K | 0.00% | +5,840 | New |
| Oxford Asset Management LLP | 5,919 | $214.0K | 0.11% | +5,919 | New |