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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 881,774 | $40.3M | 0.05% | −16,822−1.9% | Reduced |
| FMR LLC | 889,812 | $40.7M | 0.00% | −68,370−7.1% | Reduced |
| Darlington Partners Capital Management, LP | 857,035 | $44.5M | 3.34% | −1,016,030−54.2% | Reduced |
| WCM Investment Management, LLC | 1,013,299 | $46.3M | 0.13% | +67,886+7.2% | Added |
| Massachusetts Financial Services Co | 1,040,119 | $47.6M | 0.01% | +28,651+2.8% | Added |
| Geode Capital Management, LLC | 1,045,559 | $47.8M | 0.01% | −26,992−2.5% | Reduced |
| Morgan Stanley | 1,060,008 | $48.5M | 0.01% | −144,457−12.0% | Reduced |
| Jennison Associates LLC | 1,094,561 | $50.1M | 0.04% | −177,446−14.0% | Reduced |
| TimesSquare Capital Management, LLC | 1,198,810 | $54.8M | 0.61% | −53,599−4.3% | Reduced |
| State Street Corp | 1,238,336 | $56.6M | 0.00% | +28,987+2.4% | Added |
| Principal Financial Group Inc | 1,302,626 | $59.6M | 0.04% | +154,394+13.4% | Added |
| Victory Capital Management Inc | 1,580,186 | $72.3M | 0.07% | +235,306+17.5% | Added |
| BlackRock Inc. | 3,943,229 | $180.4M | 0.00% | +257,246+7.0% | Added |
| Vanguard Group Inc | 4,818,720 | $220.4M | 0.01% | +361,555+8.1% | Added |
| JPMorgan Chase & Co | 5,084,259 | $232.6M | 0.03% | +423,216+9.1% | Added |
| Capital World Investors | 5,484,203 | $250.8M | 0.04% | +14,664+0.3% | Added |
| Wasatch Advisors Inc | 6,058,606 | $277.1M | 1.36% | −115,259−1.9% | Reduced |
| Stone Point Capital LLC | 16,048,975 | $734.1M | 29.20% | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −213,875−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −112,855−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −68,726−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −58,470−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −32,300−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −29,036−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,408−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −21,040−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,267−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,276−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −14,040−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −13,078−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −12,754−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,263−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,623−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Triad Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Tygh Capital Management, Inc. | – | – | – | – | Not filed |
| Paradigm Financial Advisors, LLC | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |