Skip to main content

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