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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 36,087 | $1.75M | 0.21% | +9,500+35.7% | Added |
| Summit Financial Wealth Advisors, LLC | 35,158 | $1.71M | 0.38% | −8,750−19.9% | Reduced |
| Credit Suisse AG | 32,395 | $1.57M | 0.00% | +10,884+50.6% | Added |
| Gyon Technologies Capital Management, LP | 31,752 | $1.54M | 0.50% | +31,752 | New |
| Barclays PLC | 29,825 | $1.45M | 0.00% | −46,915−61.1% | Reduced |
| HMS Capital Management, LLC | 29,555 | $1.43M | 0.65% | +29,555 | New |
| Allstate Corp | 29,048 | $1.41M | 0.05% | −5,994−17.1% | Reduced |
| American International Group, Inc. | 28,959 | $1.41M | 0.01% | +6,545+29.2% | Added |
| Cinctive Capital Management LP | 28,906 | $1.40M | 0.08% | +28,906 | New |
| Keeley-Teton Advisors, LLC | 27,571 | $1.34M | 0.14% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 25,000 | $1.21M | 0.70% | +25,000 | New |
| Parametric Portfolio Associates LLC | 24,799 | $1.20M | 0.00% | +10,172+69.5% | Added |
| Eaton Vance Management | 24,039 | $1.17M | 0.00% | +39+0.2% | Added |
| Baird Financial Group, Inc. | 23,105 | $1.12M | 0.00% | +23,105 | New |
| JFS Wealth Advisors, LLC | 22,180 | $1.08M | 0.16% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 22,014 | $1.07M | 0.02% | +22,014 | New |
| Bank of Montreal | 20,343 | $1.02M | 0.00% | −1,043−4.9% | Reduced |
| Brinker Capital Investments, LLC | 20,695 | $1.00M | 0.01% | +1,508+7.9% | Added |
| Canton Hathaway, LLC | 20,063 | $973.0K | 0.28% | −8,322−29.3% | Reduced |
| Magnetar Financial LLC | 19,074 | $925.0K | 0.01% | +19,074 | New |
| Vestor Capital, LLC | 19,000 | $922.0K | 0.10% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 18,584 | $901.0K | 0.01% | +2,449+15.2% | Added |
| MetLife Investment Management | 18,506 | $897.5K | 0.01% | +4,156+29.0% | Added |
| Merriman Wealth Management, LLC | 17,029 | $826.0K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,874 | $818.0K | 0.00% | −251,751−93.7% | Reduced |
| Wesbanco Bank Inc | 16,534 | $802.0K | 0.03% | +7,255+78.2% | Added |
| Qube Research & Technologies Ltd | 15,588 | $756.0K | 0.01% | +15,588 | New |
| Metropolitan Life Insurance Co | 14,168 | $687.1K | 0.01% | +2,852+25.2% | Added |
| ProShare Advisors LLC | 13,408 | $650.0K | 0.00% | +3,132+30.5% | Added |
| Quadrature Capital Ltd | 12,656 | $614.0K | 0.02% | +12,656 | New |
| XTX Topco Ltd | 12,622 | $612.0K | 0.21% | +12,622 | New |
| Oppenheimer Asset Management Inc. | 12,230 | $593.0K | 0.01% | +12,230 | New |
| Equitable Trust Co | 12,066 | $585.0K | 0.04% | +1,060+9.6% | Added |
| XML Financial, LLC | 11,782 | $571.0K | 0.13% | −200−1.7% | Reduced |
| Arizona State Retirement System | 11,574 | $561.0K | 0.00% | −829−6.7% | Reduced |
| Duality Advisers, LP | 11,534 | $559.0K | 0.05% | −30,065−72.3% | Reduced |
| Price T Rowe Associates Inc | 11,212 | $544.0K | 0.00% | +2,818+33.6% | Added |
| AQR Capital Management LLC | 11,142 | $540.0K | 0.00% | −6,108−35.4% | Reduced |
| Handelsbanken Fonder AB | 10,800 | $524.0K | 0.00% | +10,800 | 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 |
| K2 Principal Fund, L.P. | 8,953 | $434.0K | 0.05% | +8,953 | New |
| Paloma Partners Management Co | 8,616 | $418.0K | 0.01% | +8,616 | New |
| State Board of Administration of Florida Retirement System | 8,537 | $414.0K | 0.00% | +2,578+43.3% | Added |
| Spouting Rock Asset Management, LLC | 8,392 | $407.0K | 0.12% | −1,564−15.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 8,238 | $400.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,041 | $389.0K | 0.00% | +1,462+22.2% | Added |
| Tower Research Capital LLC (TRC) | 7,980 | $387.0K | 0.01% | +1,810+29.3% | Added |
| Verition Fund Management LLC | 7,812 | $379.0K | 0.01% | +7,812 | New |
| Van Hulzen Asset Management, LLC | 7,764 | $377.0K | 0.06% | +99+1.3% | Added |
| Paradigm Financial Advisors, LLC | 7,630 | $370.0K | 0.08% | +7,630 | New |
| Russell Investments Group, Ltd. | 7,450 | $361.0K | 0.00% | −809−9.8% | Reduced |
| Institutional & Family Asset Management, LLC | 6,464 | $314.0K | 0.05% | −25,423−79.7% | Reduced |
| Walleye Trading LLC | 6,232 | $302.0K | 0.01% | +5,536+795.4% | Added |
| CSS LLC | 6,200 | $301.0K | 0.02% | +6,200 | New |
| Advisors Asset Management, Inc. | 6,038 | $293.0K | 0.00% | +2,675+79.5% | Added |
| Squarepoint Ops LLC | 5,900 | $286.0K | 0.00% | −16,501−73.7% | Reduced |
| Teacher Retirement System of Texas | 5,467 | $265.0K | 0.00% | +5,467 | New |
| Acadian Asset Management LLC | 5,221 | $253.0K | 0.00% | +5,221 | New |
| 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 |
| Quantitative Systematic Strategies LLC | 4,655 | $226.0K | 0.08% | −5,382−53.6% | Reduced |
| 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 |
| Los Angeles Capital Management LLC | 4,590 | $223.0K | 0.00% | +4,590 | New |
| Citigroup Inc | 4,544 | $220.0K | 0.00% | −3,306−42.1% | Reduced |
| Cim, LLC | 4,333 | $219.0K | 0.04% | +4,333 | New |
| Prudential Financial Inc | 4,344 | $211.0K | 0.00% | +4,344 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,202 | $204.0K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 4,150 | $201.0K | 0.10% | +4,150 | New |
| Ameritas Investment Partners, Inc. | 4,088 | $198.0K | 0.01% | +876+27.3% | Added |
| Endurance Wealth Management, Inc. | 3,300 | $159.0K | 0.02% | +800+32.0% | 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 |
| Toth Financial Advisory Corp | 3,000 | $146.0K | 0.02% | +850+39.5% | Added |
| UBS Group AG | 3,004 | $145.0K | 0.00% | −20,300−87.1% | Reduced |
| Penserra Capital Management LLC | 2,680 | $129.0K | 0.00% | +2,680 | New |
| 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 |
| SG Americas Securities, LLC | 2,337 | $113.0K | 0.00% | −5,933−71.7% | Reduced |
| Great West Life Assurance Co | 2,298 | $111.0K | 0.00% | +569+32.9% | Added |
| Dark Forest Capital Management LP | 2,251 | $109.0K | 0.05% | +2,251 | New |
| Advisor Group Holdings, Inc. | 2,099 | $102.0K | 0.00% | +855+68.7% | Added |
| BNP Paribas Arbitrage, SA | 1,955 | $94.8K | 0.00% | −3,120−61.5% | Reduced |
| Simplex Trading, LLC | 1,771 | $85.0K | 0.00% | −982−35.7% | Reduced |
| Financial Management Professionals, Inc. | 1,684 | $82.0K | 0.02% | +16+1.0% | Added |
| Sandy Spring Bank | 1,000 | $49.0K | 0.00% | +1,000 | New |
| Carroll Financial Associates, Inc. | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 550 | $27.0K | 0.01% | +550 | 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 |
| Trustcore Financial Services, LLC | 500 | $24.0K | 0.00% | +500 | New |
| West Oak Capital, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 154 | $7.00K | 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 |