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 2022
Institutional positions in Focus Financial Partners Inc. as of Mar 31, 2022. 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
- 218
- −17 vs. Q4 2021
- Shares held
- 72.2M
- +367.8K (+0.5%) vs. Q4 2021
- Total value
- $3.31B
- −$980.0M (−22.8%) vs. Q4 2021
- New holders
- 24
- 92 more added
- Sold out
- 41
- 62 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $734.1M | 29.20% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 6,058,606 | $277.1M | 1.36% | −115,259−1.9% | Reduced |
| Capital World Investors | 5,484,203 | $250.8M | 0.04% | +14,664+0.3% | Added |
| JPMorgan Chase & Co | 5,084,259 | $232.6M | 0.03% | +423,216+9.1% | Added |
| Vanguard Group Inc | 4,818,720 | $220.4M | 0.01% | +361,555+8.1% | Added |
| BlackRock Inc. | 3,943,229 | $180.4M | 0.00% | +257,246+7.0% | Added |
| Victory Capital Management Inc | 1,580,186 | $72.3M | 0.07% | +235,306+17.5% | Added |
| Principal Financial Group Inc | 1,302,626 | $59.6M | 0.04% | +154,394+13.4% | Added |
| State Street Corp | 1,238,336 | $56.6M | 0.00% | +28,987+2.4% | Added |
| TimesSquare Capital Management, LLC | 1,198,810 | $54.8M | 0.61% | −53,599−4.3% | Reduced |
| Jennison Associates LLC | 1,094,561 | $50.1M | 0.04% | −177,446−14.0% | Reduced |
| Morgan Stanley | 1,060,008 | $48.5M | 0.01% | −144,457−12.0% | Reduced |
| Geode Capital Management, LLC | 1,045,559 | $47.8M | 0.01% | −26,992−2.5% | Reduced |
| Massachusetts Financial Services Co | 1,040,119 | $47.6M | 0.01% | +28,651+2.8% | Added |
| WCM Investment Management, LLC | 1,013,299 | $46.3M | 0.13% | +67,886+7.2% | Added |
| Darlington Partners Capital Management, LP | 857,035 | $44.5M | 3.34% | −1,016,030−54.2% | Reduced |
| FMR LLC | 889,812 | $40.7M | 0.00% | −68,370−7.1% | Reduced |
| Loomis Sayles & Co L P | 881,774 | $40.3M | 0.05% | −16,822−1.9% | Reduced |
| Invesco Ltd. | 873,783 | $40.0M | 0.01% | −21,690−2.4% | Reduced |
| Northern Trust Corp | 784,273 | $35.9M | 0.01% | +31,336+4.2% | Added |
| Swedbank AB | 766,000 | $35.0M | 0.06% | +23,900+3.2% | Added |
| Ameriprise Financial Inc | 701,623 | $32.1M | 0.01% | +75,022+12.0% | Added |
| Janus Henderson Group PLC | 669,594 | $30.6M | 0.01% | −7,664−1.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $28.2M | 0.52% | 00.0% | Unchanged |
| Voya Investment Management LLC | 575,728 | $26.3M | 0.05% | +261,986+83.5% | Added |
| Moody Aldrich Partners LLC | 543,625 | $24.9M | 3.50% | +181,168+50.0% | Added |
| Ci Investments Inc. | 530,073 | $24.2M | 0.09% | −57,500−9.8% | Reduced |
| Macquarie Group Ltd | 503,936 | $23.1M | 0.02% | +746+0.1% | Added |
| Charles Schwab Investment Management Inc | 437,570 | $20.0M | 0.01% | +56,857+14.9% | Added |
| Assenagon Asset Management S.A. | 432,044 | $19.8M | 0.06% | −8,686−2.0% | Reduced |
| Nuveen Asset Management, LLC | 349,920 | $16.3M | 0.01% | +3,748+1.1% | Added |
| Manufacturers Life Insurance Company, The | 322,153 | $14.7M | 0.01% | −89,090−21.7% | Reduced |
| State of Wisconsin Investment Board | 300,200 | $13.7M | 0.03% | +86,200+40.3% | Added |
| Bank of New York Mellon Corp | 295,346 | $13.5M | 0.00% | +18,899+6.8% | Added |
| British Columbia Investment Management Corp | 290,000 | $13.3M | 0.08% | +30,000+11.5% | Added |
| Goldman Sachs Group Inc | 285,792 | $13.1M | 0.00% | −12,856−4.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 210,296 | $12.0M | 7.51% | +97,233+86.0% | Added |
| Bank of America Corp | 247,633 | $11.3M | 0.00% | −75,330−23.3% | Reduced |
| SEI Investments Co | 233,036 | $10.7M | 0.02% | +18,353+8.5% | Added |
| Peregrine Capital Management LLC | 230,617 | $10.5M | 0.25% | −16,531−6.7% | Reduced |
| Gillson Capital LP | 225,112 | $10.3M | 0.82% | +51,094+29.4% | Added |
| Winslow Asset Management Inc | 208,537 | $9.54M | 1.88% | −1,414−0.7% | Reduced |
| New York State Common Retirement Fund | 207,950 | $9.51M | 0.01% | +27,486+15.2% | Added |
| Penn Capital Management Co Inc | 179,585 | $8.53M | 0.88% | +18,469+11.5% | Added |
| Millennium Management LLC | 173,527 | $7.94M | 0.01% | +165,456+2,050.0% | Added |
| Relative Value Partners Group, LLC | 166,675 | $7.62M | 0.53% | +2,260+1.4% | Added |
| Crestwood Advisors Group LLC | 161,091 | $7.37M | 0.21% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 157,443 | $7.20M | 0.18% | +32,725+26.2% | Added |
| Norges Bank | 153,685 | $7.03M | 0.00% | −12,753−7.7% | Reduced |
| Advantage Alpha Capital Partners LP | 143,707 | $6.57M | 0.98% | +35,730+33.1% | Added |
| Quadrant Private Wealth Management, LLC | 141,169 | $6.46M | 2.41% | +9,342+7.1% | Added |
| Two Sigma Investments, LP | 140,189 | $6.41M | 0.02% | +101,156+259.2% | Added |
| Asset Advisors Investment Management, LLC | 134,210 | $6.14M | 0.68% | 00.0% | Unchanged |
| Castleark Management LLC | 133,110 | $6.09M | 0.26% | +10,720+8.8% | Added |
| Swiss National Bank | 128,400 | $5.87M | 0.00% | +9,700+8.2% | Added |
| NBW Capital LLC | 127,228 | $5.82M | 1.38% | +10.0% | Added |
| Eagle Asset Management Inc | 125,031 | $5.72M | 0.03% | −5,185−4.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 123,892 | $5.67M | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 121,300 | $5.55M | 0.01% | +2,100+1.8% | Added |
| Cinctive Capital Management LP | 119,393 | $5.46M | 0.25% | +83,391+231.6% | Added |
| Raymond James & Associates | 114,222 | $5.22M | 0.00% | +7,215+6.7% | Added |
| Public Employees Retirement System of Ohio | 114,215 | $5.22M | 0.02% | +247+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 107,000 | $4.89M | 0.05% | −45,200−29.7% | Reduced |
| Two Sigma Advisers, LP | 104,600 | $4.78M | 0.01% | +91,700+710.9% | Added |
| Wells Fargo & Company | 102,827 | $4.70M | 0.00% | −9,756−8.7% | Reduced |
| US Bancorp | 102,299 | $4.68M | 0.01% | +25,620+33.4% | Added |
| Fiduciary Group LLC | 131,000 | $4.48M | 0.59% | −15,650−10.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 91,398 | $4.18M | 0.06% | +53,086+138.6% | Added |
| Segall Bryant & Hamill, LLC | 90,935 | $4.16M | 0.04% | +228+0.3% | Added |
| Cornerstone Wealth Group, LLC | 90,000 | $4.12M | 0.76% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 89,798 | $4.11M | 0.02% | −30,207−25.2% | Reduced |
| HighTower Advisors, LLC | 88,392 | $4.04M | 0.01% | −476−0.5% | Reduced |
| Jane Street Group, LLC | 87,199 | $3.99M | 0.01% | +79,404+1,018.7% | Added |
| First Trust Advisors LP | 86,974 | $3.98M | 0.00% | −136,483−61.1% | Reduced |
| Avalon Investment & Advisory | 86,855 | $3.97M | 0.10% | +10,525+13.8% | Added |
| Cubist Systematic Strategies, LLC | 83,229 | $3.81M | 0.03% | +33,739+68.2% | Added |
| Verition Fund Management LLC | 78,222 | $3.58M | 0.07% | +78,222 | New |
| California State Teachers Retirement System | 74,084 | $3.39M | 0.00% | −3,788−4.9% | Reduced |
| Phocas Financial Corp. | 73,186 | $3.35M | 0.42% | +73,186 | New |
| Parametric Portfolio Associates LLC | 68,625 | $3.14M | 0.00% | +13,887+25.4% | Added |
| Alliancebernstein L.P. | 67,467 | $3.09M | 0.00% | +200+0.3% | Added |
| Hoylecohen, LLC | 66,995 | $3.06M | 0.26% | 00.0% | Unchanged |
| Rhumbline Advisers | 63,432 | $2.90M | 0.00% | +6,081+10.6% | Added |
| Glenmede Trust Co NA | 60,713 | $2.78M | 0.01% | +14,413+31.1% | Added |
| Envestnet Asset Management Inc | 60,512 | $2.77M | 0.00% | +8,883+17.2% | Added |
| UBS Asset Management Americas Inc | 59,424 | $2.72M | 0.00% | +4,156+7.5% | Added |
| Bartlett & Co. Wealth Management LLC | 57,202 | $2.62M | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57,202 | $2.62M | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 51,400 | $2.35M | 0.00% | +5,062+10.9% | Added |
| Dorchester Wealth Management Co | 40,500 | $2.31M | 0.37% | 00.0% | Unchanged |
| Royce & Associates LP | 50,000 | $2.29M | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 49,616 | $2.27M | 0.20% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 48,589 | $2.22M | 0.17% | −21,640−30.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 48,446 | $2.22M | 0.19% | +592+1.2% | Added |
| State of New Jersey Common Pension Fund D | 48,423 | $2.21M | 0.01% | +7,211+17.5% | Added |
| Baird Financial Group, Inc. | 47,970 | $2.19M | 0.01% | +4,637+10.7% | Added |
| Sentinel Pension Advisors Inc | 47,744 | $2.18M | 0.74% | −28,010−37.0% | Reduced |
| Deutsche Bank AG | 47,023 | $2.15M | 0.00% | −996−2.1% | Reduced |
| Credit Suisse AG | 46,489 | $2.13M | 0.00% | +6,670+16.8% | Added |
| Jump Financial, LLC | 43,675 | $2.00M | 0.09% | +43,675 | New |