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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 10 | $0 | 0.00% | −148−93.7% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Parallel Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $2.00K | 0.00% | +36 | New |
| HC Financial Advisors Inc | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 118 | $5.00K | 0.00% | −24−16.9% | Reduced |
| Spire Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 147 | $6.00K | 0.00% | +147 | New |
| RWM Asset Management, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 154 | $7.00K | 0.00% | +142+1,183.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $9.20K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 245 | $11.0K | 0.00% | +245 | New |
| American Portfolios Advisors | 248 | $11.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.02% | +300 | New |
| Nisa Investment Advisors, LLC | 365 | $17.0K | 0.00% | −160−30.5% | Reduced |
| Brown Brothers Harriman & Co | 420 | $19.0K | 0.00% | +420 | New |
| Global Retirement Partners, LLC | 551 | $20.0K | 0.00% | +467+556.0% | Added |
| The PNC Financial Services Group, Inc. | 432 | $20.0K | 0.00% | +432 | New |
| Assetmark, Inc | 583 | $27.0K | 0.00% | +583 | New |
| State of Wyoming | 697 | $32.0K | 0.02% | +96+16.0% | Added |
| Toth Financial Advisory Corp | 1,000 | $46.0K | 0.01% | −2,000−66.7% | Reduced |
| Point72 Hong Kong Ltd | 1,390 | $64.0K | 0.01% | −723−34.2% | Reduced |
| STRS Ohio | 1,500 | $68.0K | 0.00% | −1,600−51.6% | Reduced |
| Captrust Financial Advisors | 1,614 | $74.0K | 0.00% | −112−6.5% | Reduced |
| Financial Management Professionals, Inc. | 1,672 | $76.0K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,374 | $109.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,697 | $131.0K | 0.00% | +399+17.4% | Added |
| Tower Research Capital LLC (TRC) | 3,711 | $170.0K | 0.00% | +2,849+330.5% | Added |
| Metropolitan Life Insurance Co | 4,033 | $184.5K | 0.01% | −10,882−73.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,981 | $188.0K | 0.00% | +170+4.5% | Added |
| Citigroup Inc | 4,125 | $189.0K | 0.00% | −13,097−76.0% | Reduced |
| HSBC Holdings PLC | 4,470 | $206.0K | 0.00% | −1,202−21.2% | Reduced |
| Contravisory Investment Management, Inc. | 4,701 | $215.0K | 0.06% | 00.0% | Unchanged |
| Cim, LLC | 5,096 | $218.0K | 0.04% | +158+3.2% | Added |
| Winton Group Ltd | 4,790 | $219.0K | 0.01% | +4,790 | New |
| Campbell & CO Investment Adviser LLC | 4,800 | $220.0K | 0.06% | +4,800 | New |
| Russell Investments Group, Ltd. | 4,903 | $224.0K | 0.00% | −44,205−90.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,043 | $231.0K | 0.01% | +475+10.4% | Added |
| Hancock Whitney Corp | 5,153 | $236.0K | 0.01% | +181+3.6% | Added |
| Institutional & Family Asset Management, LLC | 5,514 | $252.0K | 0.04% | 00.0% | Unchanged |
| Shay Capital LLC | 5,900 | $270.0K | 0.10% | +5,900 | New |
| Ziegler Capital Management, LLC | 6,275 | $287.0K | 0.01% | +6,275 | New |
| Occudo Quantitative Strategies LP | 6,575 | $301.0K | 0.03% | +6,575 | New |
| Handelsbanken Fonder AB | 6,600 | $302.0K | 0.00% | −4,000−37.7% | Reduced |
| Oberweis Asset Management Inc | 6,700 | $306.0K | 0.06% | +2,900+76.3% | Added |
| Van Hulzen Asset Management, LLC | 6,715 | $307.0K | 0.03% | −2,837−29.7% | Reduced |
| Gsa Capital Partners LLP | 6,821 | $312.0K | 0.04% | −15,722−69.7% | Reduced |
| BloombergSen Inc. | 7,000 | $320.0K | 0.02% | +7,000 | New |
| Stifel Financial Corp | 7,142 | $327.0K | 0.00% | +1,816+34.1% | Added |
| Los Angeles Capital Management LLC | 7,267 | $332.0K | 0.00% | +2,700+59.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $336.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,600 | $347.6K | 0.00% | −5,686−42.8% | Reduced |
| Merriman Wealth Management, LLC | 7,654 | $350.0K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 7,704 | $352.0K | 0.03% | −1,072−12.2% | Reduced |
| ExodusPoint Capital Management, LP | 7,818 | $358.0K | 0.01% | −7,060−47.5% | Reduced |
| FIL Ltd | 8,291 | $379.0K | 0.00% | +8,291 | New |
| State Board of Administration of Florida Retirement System | 8,737 | $400.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,952 | $409.0K | 0.00% | −20,176−69.3% | Reduced |
| Creative Planning | 9,520 | $435.0K | 0.00% | +9,520 | New |
| Smithfield Trust Co | 9,750 | $446.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,795 | $448.0K | 0.00% | −78,643−88.9% | Reduced |
| SG Americas Securities, LLC | 10,043 | $459.0K | 0.00% | +1,628+19.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $460.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 10,374 | $475.0K | 0.00% | −113−1.1% | Reduced |
| Amalgamated Financial Corp. | 10,374 | $475.0K | 0.00% | +10,374 | New |
| UBS Group AG | 10,871 | $498.0K | 0.00% | −22,409−67.3% | Reduced |
| Equitable Trust Co | 10,960 | $501.0K | 0.03% | +169+1.6% | Added |
| GYL Financial Synergies, LLC | 11,000 | $503.0K | 0.12% | −38,454−77.8% | Reduced |
| Teacher Retirement System of Texas | 11,341 | $519.0K | 0.00% | +922+8.8% | Added |
| XML Financial, LLC | 11,782 | $539.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,194 | $558.0K | 0.00% | −824−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,327 | $563.0K | 0.00% | −29−0.2% | Reduced |
| Barclays PLC | 12,520 | $571.0K | 0.00% | −59,807−82.7% | Reduced |
| Price T Rowe Associates Inc | 12,631 | $578.0K | 0.00% | +1,797+16.6% | Added |
| Mercer Global Advisors Inc | 12,982 | $594.0K | 0.00% | +12,982 | New |
| Wellington Management Group LLP | 13,447 | $615.0K | 0.00% | +8,301+161.3% | Added |
| Quantbot Technologies LP | 13,987 | $639.0K | 0.06% | +13,488+2,703.0% | Added |
| Arizona State Retirement System | 14,678 | $671.0K | 0.01% | +192+1.3% | Added |
| Hillsdale Investment Management Inc. | 15,400 | $704.0K | 0.05% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,659 | $716.0K | 0.04% | +8,019+105.0% | Added |
| Laurel Wealth Advisors, Inc. | 16,134 | $738.0K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 16,534 | $756.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,595 | $759.0K | 0.03% | +11,315+214.3% | Added |
| Mawer Investment Management Ltd. | 16,699 | $764.0K | 0.00% | +5,593+50.4% | Added |
| Wolverine Trading, LLC | 16,442 | $772.0K | 0.02% | +16,442 | New |
| Kovitz Investment Group Partners, LLC | 17,600 | $805.0K | 0.02% | −43,467−71.2% | Reduced |
| Summit Global Investments | 17,600 | $805.0K | 0.06% | +17,600 | New |
| Royal Bank of Canada | 18,227 | $835.0K | 0.00% | −7,828−30.0% | Reduced |
| Franklin Resources Inc | 18,345 | $839.0K | 0.00% | +16+0.1% | Added |
| Vestor Capital, LLC | 19,000 | $869.0K | 0.09% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 19,452 | $890.0K | 0.01% | +729+3.9% | Added |
| Algert Global LLC | 19,460 | $890.0K | 0.06% | +11,094+132.6% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $916.0K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 20,118 | $921.0K | 0.00% | +16,043+393.7% | Added |
| Full18 Capital LLC | 19,301 | $966.0K | 0.22% | +19,301 | New |
| Eaton Vance Management | 24,000 | $1.10M | 0.00% | 00.0% | Unchanged |