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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 41,713 | $1.91M | 0.02% | −2,403−5.4% | Reduced |
| Bank of Montreal | 39,509 | $1.89M | 0.00% | +18,436+87.5% | Added |
| Kavar Capital Partners Group, LLC | 40,085 | $1.83M | 0.40% | −1,350−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.69M | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 36,099 | $1.65M | 0.25% | +120.0% | Added |
| MetLife Investment Management | 34,423 | $1.57M | 0.01% | +13,764+66.6% | Added |
| AQR Capital Management LLC | 34,281 | $1.57M | 0.00% | +3,158+10.1% | Added |
| Engineers Gate Manager LP | 34,049 | $1.56M | 0.06% | −7,398−17.8% | Reduced |
| Oppenheimer Asset Management Inc. | 32,486 | $1.49M | 0.02% | +38+0.1% | Added |
| American International Group, Inc. | 32,285 | $1.48M | 0.01% | +618+2.0% | Added |
| Virginia Retirement Systems Et Al | 32,200 | $1.47M | 0.01% | +24,500+318.2% | Added |
| Duality Advisers, LP | 32,115 | $1.47M | 0.16% | +4,480+16.2% | Added |
| Keeley-Teton Advisors, LLC | 31,395 | $1.44M | 0.15% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 31,158 | $1.43M | 0.29% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 31,039 | $1.42M | 0.77% | +14,500+87.7% | Added |
| D. E. Shaw & Co., Inc. | 27,348 | $1.25M | 0.00% | −20,851−43.3% | Reduced |
| HMS Capital Management, LLC | 26,877 | $1.23M | 0.56% | −306−1.1% | Reduced |
| Brinker Capital Investments, LLC | 24,170 | $1.11M | 0.02% | +6,390+35.9% | Added |
| Eaton Vance Management | 24,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Full18 Capital LLC | 19,301 | $966.0K | 0.22% | +19,301 | New |
| Prudential Financial Inc | 20,118 | $921.0K | 0.00% | +16,043+393.7% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $916.0K | 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 |
| Vestor Capital, LLC | 19,000 | $869.0K | 0.09% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,345 | $839.0K | 0.00% | +16+0.1% | Added |
| Royal Bank of Canada | 18,227 | $835.0K | 0.00% | −7,828−30.0% | Reduced |
| 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 |
| Wolverine Trading, LLC | 16,442 | $772.0K | 0.02% | +16,442 | New |
| Mawer Investment Management Ltd. | 16,699 | $764.0K | 0.00% | +5,593+50.4% | Added |
| Graham Capital Management, L.P. | 16,595 | $759.0K | 0.03% | +11,315+214.3% | Added |
| Wesbanco Bank Inc | 16,534 | $756.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 16,134 | $738.0K | 0.06% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,659 | $716.0K | 0.04% | +8,019+105.0% | Added |
| Hillsdale Investment Management Inc. | 15,400 | $704.0K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,678 | $671.0K | 0.01% | +192+1.3% | Added |
| Quantbot Technologies LP | 13,987 | $639.0K | 0.06% | +13,488+2,703.0% | Added |
| Wellington Management Group LLP | 13,447 | $615.0K | 0.00% | +8,301+161.3% | Added |
| Mercer Global Advisors Inc | 12,982 | $594.0K | 0.00% | +12,982 | New |
| Price T Rowe Associates Inc | 12,631 | $578.0K | 0.00% | +1,797+16.6% | Added |
| Barclays PLC | 12,520 | $571.0K | 0.00% | −59,807−82.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,327 | $563.0K | 0.00% | −29−0.2% | Reduced |
| ProShare Advisors LLC | 12,194 | $558.0K | 0.00% | −824−6.3% | Reduced |
| XML Financial, LLC | 11,782 | $539.0K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,341 | $519.0K | 0.00% | +922+8.8% | Added |
| GYL Financial Synergies, LLC | 11,000 | $503.0K | 0.12% | −38,454−77.8% | Reduced |
| Equitable Trust Co | 10,960 | $501.0K | 0.03% | +169+1.6% | Added |
| UBS Group AG | 10,871 | $498.0K | 0.00% | −22,409−67.3% | Reduced |
| Amalgamated Bank | 10,374 | $475.0K | 0.00% | −113−1.1% | Reduced |
| Amalgamated Financial Corp. | 10,374 | $475.0K | 0.00% | +10,374 | New |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $460.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,043 | $459.0K | 0.00% | +1,628+19.3% | Added |
| Citadel Advisors LLC | 9,795 | $448.0K | 0.00% | −78,643−88.9% | Reduced |
| Smithfield Trust Co | 9,750 | $446.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 9,520 | $435.0K | 0.00% | +9,520 | New |
| Susquehanna International Group, LLP | 8,952 | $409.0K | 0.00% | −20,176−69.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,737 | $400.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 8,291 | $379.0K | 0.00% | +8,291 | New |
| ExodusPoint Capital Management, LP | 7,818 | $358.0K | 0.01% | −7,060−47.5% | Reduced |
| Paloma Partners Management Co | 7,704 | $352.0K | 0.03% | −1,072−12.2% | Reduced |
| Merriman Wealth Management, LLC | 7,654 | $350.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,600 | $347.6K | 0.00% | −5,686−42.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $336.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,267 | $332.0K | 0.00% | +2,700+59.1% | Added |
| Stifel Financial Corp | 7,142 | $327.0K | 0.00% | +1,816+34.1% | Added |
| BloombergSen Inc. | 7,000 | $320.0K | 0.02% | +7,000 | New |
| Gsa Capital Partners LLP | 6,821 | $312.0K | 0.04% | −15,722−69.7% | Reduced |
| Van Hulzen Asset Management, LLC | 6,715 | $307.0K | 0.03% | −2,837−29.7% | Reduced |
| Oberweis Asset Management Inc | 6,700 | $306.0K | 0.06% | +2,900+76.3% | Added |
| Handelsbanken Fonder AB | 6,600 | $302.0K | 0.00% | −4,000−37.7% | Reduced |
| Occudo Quantitative Strategies LP | 6,575 | $301.0K | 0.03% | +6,575 | New |
| Ziegler Capital Management, LLC | 6,275 | $287.0K | 0.01% | +6,275 | New |
| Shay Capital LLC | 5,900 | $270.0K | 0.10% | +5,900 | New |
| Institutional & Family Asset Management, LLC | 5,514 | $252.0K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,153 | $236.0K | 0.01% | +181+3.6% | Added |
| Ameritas Investment Partners, Inc. | 5,043 | $231.0K | 0.01% | +475+10.4% | Added |
| Russell Investments Group, Ltd. | 4,903 | $224.0K | 0.00% | −44,205−90.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,800 | $220.0K | 0.06% | +4,800 | New |
| Winton Group Ltd | 4,790 | $219.0K | 0.01% | +4,790 | New |
| Cim, LLC | 5,096 | $218.0K | 0.04% | +158+3.2% | Added |
| Contravisory Investment Management, Inc. | 4,701 | $215.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,470 | $206.0K | 0.00% | −1,202−21.2% | Reduced |
| Citigroup Inc | 4,125 | $189.0K | 0.00% | −13,097−76.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,981 | $188.0K | 0.00% | +170+4.5% | Added |
| Metropolitan Life Insurance Co | 4,033 | $184.5K | 0.01% | −10,882−73.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,711 | $170.0K | 0.00% | +2,849+330.5% | Added |
| Great West Life Assurance Co | 2,697 | $131.0K | 0.00% | +399+17.4% | Added |
| Globeflex Capital L P | 2,374 | $109.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,672 | $76.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,614 | $74.0K | 0.00% | −112−6.5% | Reduced |
| STRS Ohio | 1,500 | $68.0K | 0.00% | −1,600−51.6% | Reduced |
| Point72 Hong Kong Ltd | 1,390 | $64.0K | 0.01% | −723−34.2% | Reduced |
| Toth Financial Advisory Corp | 1,000 | $46.0K | 0.01% | −2,000−66.7% | Reduced |
| State of Wyoming | 697 | $32.0K | 0.02% | +96+16.0% | Added |
| Assetmark, Inc | 583 | $27.0K | 0.00% | +583 | 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 |
| Brown Brothers Harriman & Co | 420 | $19.0K | 0.00% | +420 | New |
| Nisa Investment Advisors, LLC | 365 | $17.0K | 0.00% | −160−30.5% | Reduced |