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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 20 | $1.00K | 0.00% | −8−28.6% | Reduced |
| NEXT Financial Group, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Signaturefd, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 83 | $4.00K | 0.00% | +21+33.9% | Added |
| Global Retirement Partners, LLC | 71 | $4.00K | 0.00% | +71 | New |
| HC Financial Advisors Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 113 | $5.00K | 0.00% | +42+59.2% | Added |
| First Horizon Advisors, Inc. | 134 | $7.00K | 0.00% | +134 | New |
| RWM Asset Management, LLC | 152 | $8.00K | 0.00% | +152 | New |
| Patriot Financial Group Insurance Agency, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 200 | $10.0K | 0.00% | +200 | New |
| American Portfolios Advisors | 248 | $13.0K | 0.00% | +48+24.0% | Added |
| West Oak Capital, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 334 | $17.0K | 0.01% | −1,917−85.2% | Reduced |
| Trustcore Financial Services, LLC | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 525 | $27.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 512 | $27.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 800 | $41.0K | 0.00% | −2,400−75.0% | Reduced |
| Carroll Financial Associates, Inc. | 1,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,195 | $63.0K | 0.00% | −1,168−49.4% | Reduced |
| Simplex Trading, LLC | 1,321 | $66.0K | 0.00% | −450−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,568 | $82.0K | 0.00% | −6,412−80.4% | Reduced |
| Financial Management Professionals, Inc. | 1,672 | $88.0K | 0.02% | −12−0.7% | Reduced |
| Captrust Financial Advisors | 1,949 | $102.0K | 0.00% | +1,795+1,165.6% | Added |
| Great West Life Assurance Co | 2,298 | $121.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,353 | $123.0K | 0.00% | +254+12.1% | Added |
| Globeflex Capital L P | 2,374 | $124.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,750 | $144.0K | 0.02% | −550−16.7% | Reduced |
| Toth Financial Advisory Corp | 3,000 | $157.0K | 0.02% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 3,838 | $201.0K | 0.00% | +3,838 | New |
| Walleye Trading LLC | 3,852 | $202.0K | 0.00% | −2,380−38.2% | Reduced |
| Transform Wealth, LLC | 3,998 | $209.0K | 0.02% | +3,998 | New |
| Fox Run Management, L.L.C. | 4,012 | $210.0K | 0.13% | +4,012 | New |
| Colony Group LLC | 4,038 | $211.0K | 0.00% | +4,038 | New |
| Pictet Asset Management SA | 4,029 | $211.0K | 0.00% | +4,029 | New |
| LPL Financial LLC | 4,093 | $214.0K | 0.00% | +4,093 | New |
| Fortem Financial Group, LLC | 4,150 | $217.0K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,139 | $217.0K | 0.02% | +4,139 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,202 | $220.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,400 | $230.0K | 0.00% | +4,400 | New |
| Gyon Technologies Capital Management, LP | 4,542 | $238.0K | 0.06% | −27,210−85.7% | Reduced |
| Prudential Financial Inc | 4,545 | $238.0K | 0.00% | +201+4.6% | Added |
| Hancock Whitney Corp | 4,570 | $239.0K | 0.01% | −271−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,568 | $239.0K | 0.01% | +480+11.7% | Added |
| Los Angeles Capital Management LLC | 4,590 | $240.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,635 | $243.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,836 | $253.0K | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 4,930 | $258.0K | 0.02% | +4,930 | New |
| Jane Street Group, LLC | 5,621 | $294.0K | 0.00% | −11,253−66.7% | Reduced |
| Cim, LLC | 4,610 | $307.0K | 0.05% | +277+6.4% | Added |
| Voloridge Investment Management, LLC | 6,147 | $322.0K | 0.00% | +6,147 | New |
| Institutional & Family Asset Management, LLC | 6,464 | $339.0K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,450 | $390.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,635 | $400.0K | 0.00% | −5,773−43.1% | Reduced |
| Merriman Wealth Management, LLC | 7,654 | $401.0K | 0.03% | −9,375−55.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,790 | $408.0K | 0.06% | +26+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 8,238 | $431.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,572 | $449.0K | 0.01% | +8,572 | New |
| Teacher Retirement System of Texas | 8,666 | $454.0K | 0.00% | +3,199+58.5% | Added |
| State Board of Administration of Florida Retirement System | 8,737 | $458.0K | 0.00% | +200+2.3% | Added |
| Advisors Asset Management, Inc. | 8,950 | $469.0K | 0.01% | +2,912+48.2% | Added |
| Citigroup Inc | 9,074 | $475.0K | 0.00% | +4,530+99.7% | Added |
| Paradigm Financial Advisors, LLC | 9,360 | $490.0K | 0.11% | +1,730+22.7% | Added |
| Citadel Advisors LLC | 9,441 | $494.0K | 0.00% | −143,007−93.8% | Reduced |
| Smithfield Trust Co | 9,750 | $510.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 10,585 | $554.0K | 0.00% | +826+8.5% | Added |
| Wellington Management Group LLP | 10,663 | $558.0K | 0.00% | +10,663 | New |
| Handelsbanken Fonder AB | 10,800 | $566.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 11,526 | $604.0K | 0.08% | +11,526 | New |
| BNP Paribas Arbitrage, SA | 11,643 | $609.7K | 0.00% | +9,688+495.5% | Added |
| XML Financial, LLC | 11,782 | $617.0K | 0.08% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,801 | $618.0K | 0.00% | +589+5.3% | Added |
| HRT Financial LP | 12,174 | $637.0K | 0.00% | +12,174 | New |
| Equitable Trust Co | 12,317 | $645.0K | 0.04% | +251+2.1% | Added |
| Lake Street Advisors Group, LLC | 12,622 | $661.0K | 0.07% | +12,622 | New |
| Two Sigma Advisers, LP | 13,100 | $686.0K | 0.00% | +13,100 | New |
| Man Group plc | 14,422 | $756.0K | 0.00% | +14,422 | New |
| Arizona State Retirement System | 14,658 | $768.0K | 0.01% | +3,084+26.6% | Added |
| Metropolitan Life Insurance Co | 15,631 | $818.6K | 0.01% | +1,463+10.3% | Added |
| Stonnington Group, LLC | 14,200 | $819.0K | 0.18% | +14,200 | New |
| Wesbanco Bank Inc | 16,534 | $866.0K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 17,839 | $934.0K | 0.01% | −745−4.0% | Reduced |
| Royal Bank of Canada | 18,002 | $943.0K | 0.00% | −44,820−71.3% | Reduced |
| Vestor Capital, LLC | 19,000 | $995.0K | 0.10% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,000 | $995.0K | 0.00% | +19,000 | New |
| Brinker Capital Investments, LLC | 20,695 | $1.00M | 0.02% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 20,000 | $1.05M | 0.04% | −280,000−93.3% | Reduced |
| MetLife Investment Management | 20,659 | $1.08M | 0.01% | +2,153+11.6% | Added |
| Oppenheimer Asset Management Inc. | 20,731 | $1.09M | 0.02% | +8,501+69.5% | Added |
| Franklin Resources Inc | 21,234 | $1.11M | 0.00% | +21,234 | New |
| Hoylecohen, LLC | 21,587 | $1.13M | 0.11% | −36,900−63.1% | Reduced |
| SG Americas Securities, LLC | 21,979 | $1.15M | 0.01% | +19,642+840.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 22,014 | $1.15M | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22,180 | $1.16M | 0.12% | 00.0% | Unchanged |