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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
Allstate Corp35,042$1.46M0.05%––
Clark Capital Management Group, Inc.36,862$1.53M0.02%––
Renaissance Technologies LLC37,000$1.54M0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.37,000$1.54M0.01%––
Tudor Investment Corp Et Al37,058$1.54M0.03%––
Rhumbline Advisers39,512$1.64M0.00%––
APG Asset Management N.V.47,500$1.68M0.00%––
Citadel Advisors LLC40,464$1.68M0.00%––
Duality Advisers, LP41,599$1.73M0.15%––
Kavar Capital Partners Group, LLC42,735$1.78M0.48%––
ExodusPoint Capital Management, LP42,805$1.78M0.04%––
Alliancebernstein L.P.43,867$1.83M0.00%––
Bel Air Investment Advisors LLC44,790$1.86M0.06%––
Summit Financial Wealth Advisors, LLC43,908$1.91M0.49%––
Dorchester Wealth Management Co46,000$1.92M0.48%––
Glenmede Trust Co NA46,409$1.93M0.01%––
Knights of Columbus Asset Advisors LLC46,393$1.93M0.19%––
Sentinel Pension Advisors Inc47,744$1.99M0.73%––
Cubist Systematic Strategies, LLC48,420$2.02M0.03%––
Royce & Associates LP50,000$2.08M0.01%––
Telemus Capital, LLC49,616$2.15M0.15%––
GYL Financial Synergies, LLC51,654$2.15M1.18%––
Bartlett & Co. Wealth Management LLC54,602$2.27M0.05%––
Bartlett & Co. LLC54,602$2.27M0.05%––
California State Teachers Retirement System58,035$2.42M0.00%––
Hoylecohen, LLC60,093$2.50M0.25%––
SEI Investments Co61,077$2.55M0.01%––
CWA Asset Management Group, LLC62,073$2.58M0.24%––
California Public Employees Retirement System64,000$2.66M0.00%––
US Bancorp65,543$2.73M0.01%––
Cornerstone Wealth Group, LLC64,450$2.85M0.58%––
Wells Fargo & Company69,842$2.91M0.00%––
Macquarie Group Ltd71,027$2.96M0.00%––
Barclays PLC76,740$3.19M0.00%––
Avalon Investment & Advisory79,760$3.32M0.08%––
Healthcare of Ontario Pension Plan Trust Fund81,600$3.40M0.01%––
Pinz Capital Management, LP81,700$3.40M0.90%––
Relative Value Partners Group, LLC91,289$3.80M0.32%––
Swiss National Bank95,200$3.96M0.00%––
Segall Bryant & Hamill, LLC96,780$4.03M0.04%––
LMR Partners LLP100,000$4.16M0.10%––
Two Sigma Investments, LP100,054$4.16M0.01%––
Advantage Alpha Capital Partners LP112,749$4.69M0.99%––
Royal Bank of Canada115,880$4.82M0.00%––
Schonfeld Strategic Advisors LLC115,900$4.82M0.06%––
Beck Mack & Oliver LLC116,083$4.83M0.15%––
Laurion Capital Management LP117,950$4.91M0.07%––
Quadrant Private Wealth Management, LLC123,298$5.13M2.23%––
Asset Advisors Investment Management, LLC124,210$5.39M0.63%––
NBW Capital LLC130,025$5.41M1.49%––
Buckingham Strategic Wealth, LLC137,294$5.71M0.28%––
Kovitz Investment Group Partners, LLC146,226$6.09M0.14%––
State of Wisconsin Investment Board150,900$6.28M0.01%––
Fiduciary Group LLC141,100$6.64M0.81%––
Arrowstreet Capital, Limited Partnership168,123$7.00M0.01%––
Assenagon Asset Management S.A.175,199$7.29M0.04%––
Marshall Wace North America L.P.181,494$7.55M0.03%––
Goldman Sachs Group Inc183,830$7.65M0.00%––
Bank of New York Mellon Corp196,074$8.16M0.00%––
Nuveen Asset Management, LLC199,116$8.29M0.00%––
Gillson Capital LP200,997$8.37M0.70%––
Winslow Asset Management Inc209,686$8.73M1.77%––
First Trust Advisors LP225,608$9.39M0.01%––
Jane Street Group, LLC268,625$11.2M0.03%––
Charles Schwab Investment Management Inc270,750$11.3M0.00%––
Caas Capital Management LP283,008$11.8M0.36%––
Marshall Wace, LLP294,863$12.3M0.06%––
Deutsche Bank AG336,216$14.0M0.01%––
Waddell & Reed Financial Inc349,375$14.5M0.03%––
Moody Aldrich Partners LLC359,452$15.0M2.16%––
Millennium Management LLC365,496$15.2M0.02%––
Ameriprise Financial Inc386,625$16.1M0.01%––
Bank of America Corp415,371$17.3M0.00%––
Peregrine Capital Management LLC424,521$17.7M0.33%––
Manufacturers Life Insurance Company, The457,738$19.1M0.02%––
Janus Henderson Group PLC465,554$19.4M0.01%––
FMR LLC523,165$21.8M0.00%––
Ci Investments Inc.529,982$22.1M0.09%––
Victory Capital Management Inc578,780$24.1M0.02%––
Northern Trust Corp629,290$26.2M0.00%––
Geode Capital Management, LLC663,515$27.6M0.00%––
Soros Fund Management LLCSuperinvestorSoros Fund Management705,070$29.3M0.59%––
State Street Corp719,451$29.9M0.00%––
Principal Financial Group Inc749,117$31.2M0.02%––
Swedbank AB830,000$34.5M0.07%––
Invesco Ltd.914,539$38.1M0.01%––
WCM Investment Management, LLC940,428$39.1M0.11%––
Loomis Sayles & Co L P956,137$39.8M0.05%––
TimesSquare Capital Management, LLC959,795$39.9M0.34%––
Jennison Associates LLC1,315,636$54.8M0.04%––
Massachusetts Financial Services Co1,465,319$61.0M0.02%––
Morgan Stanley1,735,173$72.2M0.01%––
Fairview Capital Investment Management, LLC2,500,898$104.1M3.74%––
Capital World Investors2,549,002$106.1M0.02%––
BlackRock Inc.2,744,264$114.2M0.00%––
Vanguard Group Inc3,176,391$132.2M0.00%––
JPMorgan Chase & Co5,118,050$213.0M0.03%––
Kohlberg Kravis Roberts & Co. L.P.7,144,244$297.3M1.50%––
Stone Point Capital LLC16,048,975$668.0M24.15%––