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, Q3 2021
Institutional positions in Focus Financial Partners Inc. as of Sep 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
- 212
- +6 vs. Q2 2021
- Shares held
- 66.1M
- +1.31M (+2.0%) vs. Q2 2021
- Total value
- $3.46B
- +$320.3M (+10.2%) vs. Q2 2021
- New holders
- 38
- 83 more added
- Sold out
- 32
- 52 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $840.5M | 36.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,032,187 | $263.5M | 0.04% | −209,100−4.0% | Reduced |
| Vanguard Group Inc | 4,168,018 | $218.3M | 0.01% | −350,488−7.8% | Reduced |
| Capital World Investors | 4,015,680 | $210.3M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 3,618,588 | $189.5M | 0.01% | +213,547+6.3% | Added |
| Wasatch Advisors Inc | 3,279,897 | $171.8M | 0.70% | −8,986−0.3% | Reduced |
| Victory Capital Management Inc | 1,732,799 | $90.7M | 0.09% | +1,251,684+260.2% | Added |
| Massachusetts Financial Services Co | 1,497,226 | $78.4M | 0.02% | +36,089+2.5% | Added |
| Jennison Associates LLC | 1,456,895 | $76.3M | 0.05% | +122,248+9.2% | Added |
| Principal Financial Group Inc | 1,147,351 | $60.1M | 0.04% | +29,638+2.7% | Added |
| State Street Corp | 1,092,614 | $57.2M | 0.00% | +129,571+13.5% | Added |
| Invesco Ltd. | 1,080,974 | $56.6M | 0.01% | +4450.0% | Added |
| Geode Capital Management, LLC | 1,063,168 | $55.7M | 0.01% | +186,067+21.2% | Added |
| WCM Investment Management, LLC | 1,046,166 | $54.8M | 0.13% | +52,992+5.3% | Added |
| Morgan Stanley | 1,040,821 | $54.5M | 0.01% | −25,824−2.4% | Reduced |
| Loomis Sayles & Co L P | 922,828 | $48.3M | 0.06% | −14,317−1.5% | Reduced |
| TimesSquare Capital Management, LLC | 907,945 | $47.5M | 0.41% | +1,200+0.1% | Added |
| Swedbank AB | 855,400 | $44.8M | 0.08% | +25,400+3.1% | Added |
| Northern Trust Corp | 797,700 | $41.8M | 0.01% | +50,991+6.8% | Added |
| FMR LLC | 794,585 | $41.6M | 0.00% | +147,645+22.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 766,436 | $40.1M | 0.79% | +1,366+0.2% | Added |
| Ci Investments Inc. | 654,873 | $34.3M | 0.13% | +32,193+5.2% | Added |
| Ameriprise Financial Inc | 572,462 | $30.0M | 0.01% | +89,361+18.5% | Added |
| Voya Investment Management LLC | 542,993 | $28.4M | 0.06% | +24,783+4.8% | Added |
| Manufacturers Life Insurance Company, The | 531,274 | $27.8M | 0.02% | +54,301+11.4% | Added |
| Macquarie Group Ltd | 525,389 | $27.5M | 0.02% | +6,189+1.2% | Added |
| Janus Henderson Group PLC | 522,494 | $27.4M | 0.01% | −54,442−9.4% | Reduced |
| Moody Aldrich Partners LLC | 451,871 | $23.7M | 3.00% | +62,982+16.2% | Added |
| Azora Capital LP | 449,297 | $23.5M | 2.79% | −23,563−5.0% | Reduced |
| Bank of America Corp | 413,813 | $21.7M | 0.00% | −46,422−10.1% | Reduced |
| Bank of Montreal | 391,541 | $20.7M | 0.01% | +371,198+1,824.7% | Added |
| Goldman Sachs Group Inc | 380,960 | $20.0M | 0.01% | +116,681+44.2% | Added |
| Charles Schwab Investment Management Inc | 373,147 | $19.5M | 0.01% | +23,461+6.7% | Added |
| Peregrine Capital Management LLC | 336,505 | $17.6M | 0.37% | −66,532−16.5% | Reduced |
| Nuveen Asset Management, LLC | 329,459 | $17.4M | 0.01% | +46,566+16.5% | Added |
| Bank of New York Mellon Corp | 282,759 | $14.8M | 0.00% | +45,894+19.4% | Added |
| First Trust Advisors LP | 257,921 | $13.5M | 0.01% | +10,406+4.2% | Added |
| Assenagon Asset Management S.A. | 254,585 | $13.3M | 0.05% | +254,585 | New |
| Tygh Capital Management, Inc. | 227,586 | $11.9M | 1.61% | +227,586 | New |
| State of Wisconsin Investment Board | 214,000 | $11.2M | 0.02% | +16,000+8.1% | Added |
| Winslow Asset Management Inc | 209,621 | $11.0M | 2.12% | −415−0.2% | Reduced |
| New York State Common Retirement Fund | 182,281 | $9.55M | 0.01% | +22,478+14.1% | Added |
| British Columbia Investment Management Corp | 180,000 | $9.43M | 0.06% | +180,000 | New |
| Penn Capital Management Co Inc | 162,451 | $8.51M | 0.86% | +21,366+15.1% | Added |
| Fiduciary Group LLC | 129,200 | $8.07M | 0.92% | +11,050+9.4% | Added |
| Advantage Alpha Capital Partners LP | 152,412 | $7.98M | 1.46% | +28,857+23.4% | Added |
| SEI Investments Co | 148,286 | $7.77M | 0.02% | +5,967+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 143,892 | $7.54M | 0.15% | −1,500−1.0% | Reduced |
| NBW Capital LLC | 131,005 | $6.86M | 1.65% | −322−0.2% | Reduced |
| Gillson Capital LP | 128,629 | $6.74M | 0.49% | +128,629 | New |
| Norges Bank | 126,438 | $6.62M | 0.00% | +126,438 | New |
| Asset Advisors Investment Management, LLC | 122,210 | $6.40M | 0.71% | −2,000−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 121,300 | $6.35M | 0.07% | +25,005+26.0% | Added |
| Swiss National Bank | 118,900 | $6.23M | 0.00% | +600+0.5% | Added |
| Quadrant Private Wealth Management, LLC | 117,298 | $6.14M | 2.54% | −4,000−3.3% | Reduced |
| Beck Mack & Oliver LLC | 117,218 | $6.14M | 0.16% | −490−0.4% | Reduced |
| Renaissance Technologies LLC | 116,100 | $6.08M | 0.01% | −10,200−8.1% | Reduced |
| Balyasny Asset Management LLC | 104,007 | $5.45M | 0.03% | −127,716−55.1% | Reduced |
| Eagle Asset Management Inc | 101,313 | $5.30M | 0.02% | +101,313 | New |
| HighTower Advisors, LLC | 94,851 | $4.97M | 0.01% | +94,851 | New |
| Relative Value Partners Group, LLC | 89,654 | $4.70M | 0.35% | −185−0.2% | Reduced |
| Avalon Investment & Advisory | 88,365 | $4.63M | 0.11% | +949+1.1% | Added |
| Segall Bryant & Hamill, LLC | 86,487 | $4.53M | 0.04% | +2,300+2.7% | Added |
| US Bancorp | 82,340 | $4.31M | 0.01% | +10,714+15.0% | Added |
| Cornerstone Wealth Group, LLC | 76,950 | $4.03M | 0.71% | +30,500+65.7% | Added |
| Public Employees Retirement System of Ohio | 76,607 | $4.01M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 76,407 | $4.00M | 0.01% | +5,229+7.3% | Added |
| Wells Fargo & Company | 74,788 | $3.92M | 0.00% | +10,838+16.9% | Added |
| Bordeaux Wealth Advisors LLC | 74,600 | $3.91M | 2.22% | +49,600+198.4% | Added |
| CWA Asset Management Group, LLC | 71,135 | $3.73M | 0.30% | +2,085+3.0% | Added |
| Alliancebernstein L.P. | 67,267 | $3.52M | 0.00% | +13,800+25.8% | Added |
| UBS Group AG | 64,819 | $3.39M | 0.00% | +61,815+2,057.8% | Added |
| Two Sigma Investments, LP | 63,958 | $3.35M | 0.01% | +63,958 | New |
| Rhumbline Advisers | 57,579 | $3.02M | 0.00% | +14,233+32.8% | Added |
| Bartlett & Co. LLC | 55,711 | $2.92M | 0.06% | +1,109+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 55,711 | $2.92M | 0.06% | +1,109+2.0% | Added |
| UBS Asset Management Americas Inc | 55,141 | $2.89M | 0.00% | +7,684+16.2% | Added |
| State of New Jersey Common Pension Fund D | 54,140 | $2.83M | 0.01% | +1,631+3.1% | Added |
| Raymond James & Associates | 52,037 | $2.73M | 0.00% | +52,037 | New |
| Royce & Associates LP | 50,000 | $2.62M | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 49,616 | $2.60M | 0.22% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 49,454 | $2.59M | 1.32% | −2,200−4.3% | Reduced |
| Sentinel Pension Advisors Inc | 47,744 | $2.50M | 0.85% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 47,208 | $2.47M | 0.01% | −1,560−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 47,003 | $2.46M | 0.22% | +250+0.5% | Added |
| Legal & General Group Plc | 46,259 | $2.42M | 0.00% | +38,218+475.3% | Added |
| Clark Capital Management Group, Inc. | 46,190 | $2.42M | 0.03% | −2,819−5.8% | Reduced |
| Deutsche Bank AG | 46,042 | $2.41M | 0.00% | +3,926+9.3% | Added |
| Envestnet Asset Management Inc | 45,680 | $2.39M | 0.00% | +3,539+8.4% | Added |
| Interval Partners, LP | 44,763 | $2.34M | 0.14% | +44,763 | New |
| Kavar Capital Partners Group, LLC | 42,185 | $2.21M | 0.50% | −250−0.6% | Reduced |
| Millennium Management LLC | 41,835 | $2.19M | 0.00% | −508,439−92.4% | Reduced |
| Dorchester Wealth Management Co | 41,500 | $2.17M | 0.54% | −4,500−9.8% | Reduced |
| Brookfield Asset Management Inc. | 40,000 | $2.10M | 0.01% | −10,000−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.94M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 36,566 | $1.92M | 0.00% | +25,424+228.2% | Added |
| Credit Suisse AG | 36,497 | $1.91M | 0.00% | +4,102+12.7% | Added |
| Proficio Capital Partners LLC | 36,087 | $1.89M | 0.25% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 33,511 | $1.75M | 0.02% | −9,573−22.2% | Reduced |
| Verition Fund Management LLC | 32,779 | $1.72M | 0.03% | +24,967+319.6% | Added |