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Focus Financial Partners Inc.

FOCSDelisted Aug 31, 2023
Industry
Investment Advice
SEC CIK
0001651052

Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Focus Financial Partners Inc. as of Mar 31, 2021. 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
199
No complete 13F data for Q4 2020
Shares held
64.9M
No complete 13F data for Q4 2020
Total value
$2.70B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FOCS 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 holdersQ1 2021: 199 institutions
Q1 2021: 199 institutionsQ2 2021: 208 institutionsQ3 2021: 212 institutionsQ4 2021: 240 institutionsQ1 2022: 218 institutionsQ2 2022: 203 institutionsQ3 2022: 198 institutionsQ4 2022: 179 institutionsQ1 2023: 230 institutionsQ2 2023: 208 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $2.70B
Q1 2021: $2.70BQ2 2021: $3.15BQ3 2021: $3.46BQ4 2021: $4.31BQ1 2022: $3.31BQ2 2022: $2.52BQ3 2022: $2.32BQ4 2022: $2.78BQ1 2023: $3.72BQ2 2023: $3.88BQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding FOCS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 2023208$3.88B
Q1 2023230$3.72B
Q4 2022179$2.78B
Q3 2022198$2.32B
Q2 2022203$2.52B
Q1 2022218$3.31B
Q4 2021240$4.31B
Q3 2021212$3.46B
Q2 2021208$3.15B
Q1 2021199$2.70B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FOCS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC30$1.00K0.00%––
Berman Capital Advisors, LLC71$2.00K0.00%––
Rockefeller Capital Management L.P.61$2.00K0.00%––
Meridian Wealth Partners, LLC40$2.00K0.00%––
Signaturefd, LLC65$3.00K0.00%––
Trust Co of Vermont100$4.00K0.00%––
SOA Wealth Advisors, LLC.100$4.00K0.00%––
Spire Wealth Management100$4.00K0.00%––
Captrust Financial Advisors154$6.00K0.00%––
RWM Asset Management, LLC152$6.00K0.00%––
Patriot Financial Group Insurance Agency, LLC200$8.00K0.00%––
American Portfolios Advisors200$8.32K0.00%––
Ameritas Investment Company, LLC228$9.49K0.00%––
West Oak Capital, LLC250$10.0K0.00%––
Walled Lake Planning & Wealth Management, LLC300$12.0K0.01%––
FORA Capital, LLC370$15.0K0.00%––
O'Shaughnessy Asset Management, LLC512$21.0K0.00%––
Group One Trading, L.P.663$28.0K0.00%––
Walleye Trading LLC696$29.0K0.00%––
Carroll Financial Associates, Inc.1,000$41.0K0.00%––
TCI Wealth Advisors, Inc.1,050$44.0K0.02%––
Advisor Group Holdings, Inc.1,244$51.0K0.00%––
Wolverine Asset Management LLC1,507$62.0K0.00%––
Financial Management Professionals, Inc.1,668$69.0K0.02%––
Great West Life Assurance Co1,729$72.0K0.00%––
Nisa Investment Advisors, LLC2,125$88.0K0.00%––
Toth Financial Advisory Corp2,150$89.0K0.01%––
Endurance Wealth Management, Inc.2,500$104.0K0.01%––
Simplex Trading, LLC2,753$114.0K0.01%––
Ameritas Investment Partners, Inc.3,212$134.0K0.01%––
Advisors Asset Management, Inc.3,363$140.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,202$175.0K0.00%––
Contravisory Investment Management, Inc.4,836$201.0K0.06%––
Cipher Capital LP4,886$203.0K0.02%––
Golden Green, Inc.4,929$205.0K0.18%––
Jump Financial, LLC5,000$208.0K0.02%––
Bridgefront Capital, LLC5,048$210.0K0.07%––
BNP Paribas Arbitrage, SA5,075$211.2K0.00%––
Athanor Capital, LP5,130$214.0K0.01%––
AMP Capital Investors Ltd5,200$216.0K0.00%––
Engineers Gate Manager LP5,390$224.0K0.01%––
Amalgamated Bank5,418$225.0K0.01%––
Man Group plc5,646$235.0K0.00%––
Fox Run Management, L.L.C.5,664$236.0K0.43%––
State Board of Administration of Florida Retirement System5,959$248.0K0.00%––
Tower Research Capital LLC (TRC)6,170$257.0K0.00%––
Legal & General Group Plc6,579$274.0K0.00%––
Walleye Capital LLC6,976$290.0K0.02%––
Wellington Management Group LLP7,243$301.0K0.00%––
Van Hulzen Asset Management, LLC7,665$319.0K0.05%––
Citigroup Inc7,850$327.0K0.00%––
Russell Investments Group, Ltd.8,259$342.0K0.00%––
Chevy Chase Trust Holdings, Inc.8,238$343.0K0.00%––
SG Americas Securities, LLC8,270$344.0K0.00%––
Susquehanna International Group, LLP8,300$345.0K0.00%––
Price T Rowe Associates Inc8,394$349.0K0.00%––
Quantbot Technologies LP8,452$351.0K0.03%––
Pearl River Capital, LLC8,715$363.0K0.12%––
Schroder Investment Management Group8,909$371.0K0.00%––
Wesbanco Bank Inc9,279$386.0K0.02%––
Smithfield Trust Co9,750$406.0K0.03%––
Spouting Rock Asset Management, LLC9,956$414.0K0.13%––
Quantitative Systematic Strategies LLC10,037$418.0K0.06%––
Colony Group LLC10,138$422.0K0.01%––
ProShare Advisors LLC10,276$428.0K0.00%––
Equitable Trust Co11,006$458.0K0.03%––
Metropolitan Life Insurance Co11,316$471.0K0.01%––
XML Financial, LLC11,982$499.0K0.12%––
Two Sigma Advisers, LP12,400$516.0K0.00%––
Arizona State Retirement System12,403$516.0K0.00%––
Balyasny Asset Management LLC13,042$543.0K0.00%––
Blueshift Asset Management, LLC13,571$565.0K0.06%––
MetLife Investment Management14,350$597.2K0.01%––
Parametric Portfolio Associates LLC14,627$609.0K0.00%––
AlphaCrest Capital Management LLC15,000$624.0K0.03%––
Ergoteles LLC15,600$649.0K0.02%––
Gamco Investors, Inc. Et Al16,135$672.0K0.01%––
Voya Investment Management LLC16,685$694.0K0.00%––
HRT Financial LP16,791$698.0K0.01%––
Merriman Wealth Management, LLC17,029$709.0K0.08%––
AQR Capital Management LLC17,250$718.0K0.00%––
Vestor Capital, LLC19,000$791.0K0.09%––
Brinker Capital Investments, LLC19,187$799.0K0.01%––
Credit Suisse AG21,511$895.0K0.00%––
Bank of Montreal21,386$907.0K0.00%––
JFS Wealth Advisors, LLC22,180$923.0K0.19%––
Squarepoint Ops LLC22,401$932.0K0.01%––
American International Group, Inc.22,414$933.0K0.00%––
Stifel Financial Corp22,715$945.0K0.00%––
Dynamic Technology Lab Private Ltd22,863$952.0K0.11%––
UBS Group AG23,304$970.0K0.00%––
Eaton Vance Management24,000$999.0K0.00%––
Proficio Capital Partners LLC26,587$1.11M0.14%––
Keeley-Teton Advisors, LLC27,571$1.15M0.12%––
Canton Hathaway, LLC28,385$1.18M0.38%––
Federated Hermes, Inc.29,764$1.24M0.00%––
UBS Asset Management Americas Inc30,401$1.27M0.00%––
Envestnet Asset Management Inc31,549$1.31M0.00%––
Institutional & Family Asset Management, LLC31,887$1.33M0.26%––
New York State Common Retirement Fund33,600$1.40M0.00%––