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, Q2 2021
Institutional positions in Focus Financial Partners Inc. as of Jun 30, 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
- 208
- +10 vs. Q1 2021
- Shares held
- 64.8M
- +322.6K (+0.5%) vs. Q1 2021
- Total value
- $3.15B
- +$459.0M (+17.1%) vs. Q1 2021
- New holders
- 51
- 79 more added
- Sold out
- 41
- 46 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 208 | $3.88B |
| Q1 2023 | 230 | $3.72B |
| Q4 2022 | 179 | $2.78B |
| Q3 2022 | 198 | $2.32B |
| Q2 2022 | 203 | $2.52B |
| Q1 2022 | 218 | $3.31B |
| Q4 2021 | 240 | $4.31B |
| Q3 2021 | 212 | $3.46B |
| Q2 2021 | 208 | $3.15B |
| Q1 2021 | 199 | $2.70B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 28 | $1.00K | 0.00% | −29,736−99.9% | Reduced |
| Quadrant Capital Group LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 62 | $3.00K | 0.00% | −988−94.1% | Reduced |
| Signaturefd, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 87 | $4.00K | 0.00% | −8,365−99.0% | Reduced |
| SOA Wealth Advisors, LLC. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $5.00K | 0.00% | +100 | New |
| Captrust Financial Advisors | 154 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $24.0K | 0.00% | +500 | New |
| Nisa Investment Advisors, LLC | 525 | $25.0K | 0.00% | −1,600−75.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 512 | $25.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 550 | $27.0K | 0.01% | +550 | New |
| Carroll Financial Associates, Inc. | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,000 | $49.0K | 0.00% | +1,000 | New |
| Financial Management Professionals, Inc. | 1,684 | $82.0K | 0.02% | +16+1.0% | Added |
| Simplex Trading, LLC | 1,771 | $85.0K | 0.00% | −982−35.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,955 | $94.8K | 0.00% | −3,120−61.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,099 | $102.0K | 0.00% | +855+68.7% | Added |
| Dark Forest Capital Management LP | 2,251 | $109.0K | 0.05% | +2,251 | New |
| Great West Life Assurance Co | 2,298 | $111.0K | 0.00% | +569+32.9% | Added |
| SG Americas Securities, LLC | 2,337 | $113.0K | 0.00% | −5,933−71.7% | Reduced |
| Group One Trading, L.P. | 2,363 | $115.0K | 0.00% | +1,700+256.4% | Added |
| Globeflex Capital L P | 2,374 | $115.0K | 0.02% | +2,374 | New |
| Penserra Capital Management LLC | 2,680 | $129.0K | 0.00% | +2,680 | New |
| UBS Group AG | 3,004 | $145.0K | 0.00% | −20,300−87.1% | Reduced |
| Toth Financial Advisory Corp | 3,000 | $146.0K | 0.02% | +850+39.5% | Added |
| STRS Ohio | 3,200 | $155.0K | 0.00% | +3,200 | New |
| Point72 Hong Kong Ltd | 3,204 | $155.0K | 0.01% | +3,204 | New |
| Endurance Wealth Management, Inc. | 3,300 | $159.0K | 0.02% | +800+32.0% | Added |
| Ameritas Investment Partners, Inc. | 4,088 | $198.0K | 0.01% | +876+27.3% | Added |
| Fortem Financial Group, LLC | 4,150 | $201.0K | 0.10% | +4,150 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,202 | $204.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,344 | $211.0K | 0.00% | +4,344 | New |
| Cim, LLC | 4,333 | $219.0K | 0.04% | +4,333 | New |
| Citigroup Inc | 4,544 | $220.0K | 0.00% | −3,306−42.1% | Reduced |
| Los Angeles Capital Management LLC | 4,590 | $223.0K | 0.00% | +4,590 | New |
| Pinnacle Financial Partners Inc | 4,635 | $224.0K | 0.01% | +4,635 | New |
| Pinnacle Wealth Advisors | 4,635 | $224.0K | 0.01% | +4,635 | New |
| Quantitative Systematic Strategies LLC | 4,655 | $226.0K | 0.08% | −5,382−53.6% | Reduced |
| Golden Green, Inc. | 4,841 | $235.0K | 0.18% | −88−1.8% | Reduced |
| Contravisory Investment Management, Inc. | 4,836 | $235.0K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,841 | $235.0K | 0.01% | +4,841 | New |
| Acadian Asset Management LLC | 5,221 | $253.0K | 0.00% | +5,221 | New |
| Teacher Retirement System of Texas | 5,467 | $265.0K | 0.00% | +5,467 | New |
| Squarepoint Ops LLC | 5,900 | $286.0K | 0.00% | −16,501−73.7% | Reduced |
| Advisors Asset Management, Inc. | 6,038 | $293.0K | 0.00% | +2,675+79.5% | Added |
| CSS LLC | 6,200 | $301.0K | 0.02% | +6,200 | New |
| Walleye Trading LLC | 6,232 | $302.0K | 0.01% | +5,536+795.4% | Added |
| Institutional & Family Asset Management, LLC | 6,464 | $314.0K | 0.05% | −25,423−79.7% | Reduced |
| Russell Investments Group, Ltd. | 7,450 | $361.0K | 0.00% | −809−9.8% | Reduced |
| Paradigm Financial Advisors, LLC | 7,630 | $370.0K | 0.08% | +7,630 | New |
| Van Hulzen Asset Management, LLC | 7,764 | $377.0K | 0.06% | +99+1.3% | Added |
| Verition Fund Management LLC | 7,812 | $379.0K | 0.01% | +7,812 | New |
| Tower Research Capital LLC (TRC) | 7,980 | $387.0K | 0.01% | +1,810+29.3% | Added |
| Legal & General Group Plc | 8,041 | $389.0K | 0.00% | +1,462+22.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 8,238 | $400.0K | 0.00% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 8,392 | $407.0K | 0.12% | −1,564−15.7% | Reduced |
| State Board of Administration of Florida Retirement System | 8,537 | $414.0K | 0.00% | +2,578+43.3% | Added |
| Paloma Partners Management Co | 8,616 | $418.0K | 0.01% | +8,616 | New |
| K2 Principal Fund, L.P. | 8,953 | $434.0K | 0.05% | +8,953 | New |
| Smithfield Trust Co | 9,750 | $473.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 9,759 | $473.0K | 0.00% | +4,341+80.1% | Added |
| Handelsbanken Fonder AB | 10,800 | $524.0K | 0.00% | +10,800 | New |
| AQR Capital Management LLC | 11,142 | $540.0K | 0.00% | −6,108−35.4% | Reduced |
| Price T Rowe Associates Inc | 11,212 | $544.0K | 0.00% | +2,818+33.6% | Added |
| Duality Advisers, LP | 11,534 | $559.0K | 0.05% | −30,065−72.3% | Reduced |
| Arizona State Retirement System | 11,574 | $561.0K | 0.00% | −829−6.7% | Reduced |
| XML Financial, LLC | 11,782 | $571.0K | 0.13% | −200−1.7% | Reduced |
| Equitable Trust Co | 12,066 | $585.0K | 0.04% | +1,060+9.6% | Added |
| Oppenheimer Asset Management Inc. | 12,230 | $593.0K | 0.01% | +12,230 | New |
| XTX Topco Ltd | 12,622 | $612.0K | 0.21% | +12,622 | New |
| Quadrature Capital Ltd | 12,656 | $614.0K | 0.02% | +12,656 | New |
| ProShare Advisors LLC | 13,408 | $650.0K | 0.00% | +3,132+30.5% | Added |
| Metropolitan Life Insurance Co | 14,168 | $687.1K | 0.01% | +2,852+25.2% | Added |
| Qube Research & Technologies Ltd | 15,588 | $756.0K | 0.01% | +15,588 | New |
| Wesbanco Bank Inc | 16,534 | $802.0K | 0.03% | +7,255+78.2% | Added |
| Jane Street Group, LLC | 16,874 | $818.0K | 0.00% | −251,751−93.7% | Reduced |
| Merriman Wealth Management, LLC | 17,029 | $826.0K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 18,506 | $897.5K | 0.01% | +4,156+29.0% | Added |
| Gamco Investors, Inc. Et Al | 18,584 | $901.0K | 0.01% | +2,449+15.2% | Added |
| Vestor Capital, LLC | 19,000 | $922.0K | 0.10% | 00.0% | Unchanged |
| Magnetar Financial LLC | 19,074 | $925.0K | 0.01% | +19,074 | New |
| Canton Hathaway, LLC | 20,063 | $973.0K | 0.28% | −8,322−29.3% | Reduced |
| Brinker Capital Investments, LLC | 20,695 | $1.00M | 0.01% | +1,508+7.9% | Added |
| Bank of Montreal | 20,343 | $1.02M | 0.00% | −1,043−4.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 22,014 | $1.07M | 0.02% | +22,014 | New |
| JFS Wealth Advisors, LLC | 22,180 | $1.08M | 0.16% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 23,105 | $1.12M | 0.00% | +23,105 | New |
| Eaton Vance Management | 24,039 | $1.17M | 0.00% | +39+0.2% | Added |
| Parametric Portfolio Associates LLC | 24,799 | $1.20M | 0.00% | +10,172+69.5% | Added |
| Bordeaux Wealth Advisors LLC | 25,000 | $1.21M | 0.70% | +25,000 | New |
| Keeley-Teton Advisors, LLC | 27,571 | $1.34M | 0.14% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 28,906 | $1.40M | 0.08% | +28,906 | New |