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, Q2 2022
Institutional positions in Focus Financial Partners Inc. as of Jun 30, 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
- 203
- −11 vs. Q1 2022
- Shares held
- 73.9M
- +1.78M (+2.5%) vs. Q1 2022
- Total value
- $2.52B
- −$782.0M (−23.7%) vs. Q1 2022
- New holders
- 24
- 66 more added
- Sold out
- 35
- 81 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $546.6M | 25.16% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 6,863,303 | $233.8M | 1.48% | +804,697+13.3% | Added |
| Capital World Investors | 5,450,117 | $185.6M | 0.04% | −34,086−0.6% | Reduced |
| JPMorgan Chase & Co | 5,287,654 | $180.1M | 0.03% | +203,395+4.0% | Added |
| Vanguard Group Inc | 4,867,838 | $165.8M | 0.00% | +49,118+1.0% | Added |
| BlackRock Inc. | 3,763,349 | $128.2M | 0.00% | −179,880−4.6% | Reduced |
| Darlington Partners Capital Management, LP | 2,200,455 | $74.9M | 5.80% | +1,343,420+156.8% | Added |
| Massachusetts Financial Services Co | 2,046,231 | $69.7M | 0.02% | +1,006,112+96.7% | Added |
| Principal Financial Group Inc | 1,685,615 | $57.4M | 0.04% | +382,989+29.4% | Added |
| TimesSquare Capital Management, LLC | 1,391,440 | $47.4M | 0.66% | +192,630+16.1% | Added |
| State Street Corp | 1,239,015 | $42.2M | 0.00% | +679+0.1% | Added |
| Victory Capital Management Inc | 1,067,905 | $36.4M | 0.04% | −512,281−32.4% | Reduced |
| FMR LLC | 1,044,770 | $35.6M | 0.00% | +154,958+17.4% | Added |
| WCM Investment Management, LLC | 1,003,304 | $35.3M | 0.13% | −9,995−1.0% | Reduced |
| Geode Capital Management, LLC | 1,010,522 | $34.4M | 0.01% | −35,037−3.4% | Reduced |
| Macquarie Group Ltd | 956,412 | $32.6M | 0.04% | +452,476+89.8% | Added |
| Loomis Sayles & Co L P | 877,314 | $29.9M | 0.06% | −4,460−0.5% | Reduced |
| Swedbank AB | 874,300 | $29.8M | 0.07% | +108,300+14.1% | Added |
| Invesco Ltd. | 807,263 | $27.5M | 0.01% | −66,520−7.6% | Reduced |
| Janus Henderson Group PLC | 755,644 | $25.7M | 0.02% | +86,050+12.9% | Added |
| Northern Trust Corp | 729,511 | $24.8M | 0.01% | −54,762−7.0% | Reduced |
| Ameriprise Financial Inc | 651,726 | $22.3M | 0.01% | −49,897−7.1% | Reduced |
| Millennium Management LLC | 641,881 | $21.9M | 0.03% | +468,354+269.9% | Added |
| Jennison Associates LLC | 640,296 | $21.8M | 0.02% | −454,265−41.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $21.0M | 0.42% | 00.0% | Unchanged |
| Morgan Stanley | 488,651 | $16.6M | 0.00% | −571,357−53.9% | Reduced |
| Moody Aldrich Partners LLC | 475,574 | $16.2M | 3.18% | −68,051−12.5% | Reduced |
| Ci Investments Inc. | 472,073 | $16.1M | 0.08% | −58,000−10.9% | Reduced |
| Voya Investment Management LLC | 470,581 | $16.0M | 0.04% | −105,147−18.3% | Reduced |
| Charles Schwab Investment Management Inc | 436,066 | $14.9M | 0.01% | −1,504−0.3% | Reduced |
| State of Wisconsin Investment Board | 323,812 | $11.0M | 0.03% | +23,612+7.9% | Added |
| Nuveen Asset Management, LLC | 315,630 | $10.8M | 0.00% | −34,290−9.8% | Reduced |
| SEI Investments Co | 303,391 | $10.3M | 0.02% | +70,355+30.2% | Added |
| British Columbia Investment Management Corp | 290,000 | $9.88M | 0.09% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 218,296 | $9.57M | 6.49% | +8,000+3.8% | Added |
| Bank of New York Mellon Corp | 277,519 | $9.45M | 0.00% | −17,827−6.0% | Reduced |
| Peregrine Capital Management LLC | 230,446 | $7.85M | 0.24% | −171−0.1% | Reduced |
| Goldman Sachs Group Inc | 225,922 | $7.70M | 0.00% | −59,870−20.9% | Reduced |
| Winslow Asset Management Inc | 211,959 | $7.22M | 1.74% | +3,422+1.6% | Added |
| Norges Bank | 211,446 | $7.20M | 0.00% | +57,761+37.6% | Added |
| Relative Value Partners Group, LLC | 166,380 | $7.02M | 0.53% | −295−0.2% | Reduced |
| New York State Common Retirement Fund | 197,861 | $6.74M | 0.01% | −10,089−4.9% | Reduced |
| Phocas Financial Corp. | 193,483 | $6.59M | 0.99% | +120,297+164.4% | Added |
| Penn Capital Management Co Inc | 190,983 | $6.50M | 0.70% | +11,398+6.3% | Added |
| Bank of America Corp | 190,725 | $6.50M | 0.00% | −56,908−23.0% | Reduced |
| Beck Mack & Oliver LLC | 185,973 | $6.33M | 0.19% | +28,530+18.1% | Added |
| Gillson Capital LP | 172,584 | $5.88M | 0.57% | −52,528−23.3% | Reduced |
| Advantage Alpha Capital Partners LP | 155,726 | $5.30M | 0.92% | +12,019+8.4% | Added |
| Verition Fund Management LLC | 154,460 | $5.26M | 0.11% | +76,238+97.5% | Added |
| Fiduciary Group LLC | 123,000 | $5.26M | 0.66% | −8,000−6.1% | Reduced |
| Crestwood Advisors Group LLC | 153,248 | $5.22M | 0.18% | −7,843−4.9% | Reduced |
| Cinctive Capital Management LP | 150,956 | $5.14M | 0.24% | +31,563+26.4% | Added |
| Asset Advisors Investment Management, LLC | 144,210 | $4.91M | 0.67% | +10,000+7.5% | Added |
| Swiss National Bank | 138,500 | $4.72M | 0.00% | +10,100+7.9% | Added |
| Quadrant Private Wealth Management, LLC | 135,718 | $4.62M | 1.90% | −5,451−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 124,578 | $4.24M | 0.02% | +10,363+9.1% | Added |
| NBW Capital LLC | 124,225 | $4.23M | 1.16% | −3,003−2.4% | Reduced |
| Eagle Asset Management Inc | 124,108 | $4.23M | 0.03% | −923−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 123,392 | $4.20M | 0.08% | −500−0.4% | Reduced |
| Raymond James & Associates | 122,346 | $4.17M | 0.00% | +8,124+7.1% | Added |
| Renaissance Technologies LLC | 105,800 | $3.60M | 0.00% | −15,500−12.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 97,573 | $3.32M | 0.05% | +6,175+6.8% | Added |
| US Bancorp | 97,204 | $3.31M | 0.01% | −5,095−5.0% | Reduced |
| HighTower Advisors, LLC | 88,450 | $3.01M | 0.01% | +58+0.1% | Added |
| Castleark Management LLC | 88,110 | $3.00M | 0.16% | −45,000−33.8% | Reduced |
| Balyasny Asset Management LLC | 85,561 | $2.91M | 0.01% | −4,237−4.7% | Reduced |
| Avalon Investment & Advisory | 84,083 | $2.86M | 0.08% | −2,772−3.2% | Reduced |
| California State Teachers Retirement System | 75,311 | $2.56M | 0.00% | +1,227+1.7% | Added |
| Alliancebernstein L.P. | 68,667 | $2.34M | 0.00% | +1,200+1.8% | Added |
| Rhumbline Advisers | 66,329 | $2.26M | 0.00% | +2,897+4.6% | Added |
| Two Sigma Advisers, LP | 65,500 | $2.23M | 0.01% | −39,100−37.4% | Reduced |
| Glenmede Trust Co NA | 63,044 | $2.15M | 0.01% | +2,331+3.8% | Added |
| State of New Jersey Common Pension Fund D | 62,599 | $2.13M | 0.01% | +14,176+29.3% | Added |
| UBS Asset Management Americas Inc | 62,263 | $2.12M | 0.00% | +2,839+4.8% | Added |
| Holocene Advisors, LP | 61,859 | $2.11M | 0.01% | +61,859 | New |
| Envestnet Asset Management Inc | 59,666 | $2.03M | 0.00% | −846−1.4% | Reduced |
| Cornerstone Wealth Group, LLC | 58,750 | $2.00M | 0.42% | −31,250−34.7% | Reduced |
| Hoylecohen, LLC | 56,995 | $1.94M | 0.20% | −10,000−14.9% | Reduced |
| K2 Principal Fund, L.P. | 52,916 | $1.80M | 0.31% | +52,916 | New |
| Legal & General Group Plc | 51,238 | $1.75M | 0.00% | −162−0.3% | Reduced |
| Baird Financial Group, Inc. | 50,705 | $1.73M | 0.00% | +2,735+5.7% | Added |
| Royce & Associates LP | 50,000 | $1.70M | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 49,616 | $1.69M | 0.16% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 48,960 | $1.67M | 0.17% | +514+1.1% | Added |
| HRT Financial LP | 48,065 | $1.64M | 0.02% | +48,065 | New |
| Sentinel Pension Advisors Inc | 47,744 | $1.63M | 0.55% | 00.0% | Unchanged |
| Ergoteles LLC | 47,700 | $1.63M | 0.05% | +47,700 | New |
| Credit Suisse AG | 46,875 | $1.60M | 0.00% | +386+0.8% | Added |
| Jane Street Group, LLC | 46,366 | $1.58M | 0.00% | −40,833−46.8% | Reduced |
| First Trust Advisors LP | 46,292 | $1.58M | 0.00% | −40,682−46.8% | Reduced |
| Bank of Montreal | 40,931 | $1.52M | 0.00% | +1,422+3.6% | Added |
| Cubist Systematic Strategies, LLC | 43,462 | $1.48M | 0.01% | −39,767−47.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 43,339 | $1.48M | 1.02% | +12,300+39.6% | Added |
| Dorchester Wealth Management Co | 40,500 | $1.38M | 0.27% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 39,935 | $1.36M | 0.32% | −150−0.4% | Reduced |
| Wells Fargo & Company | 39,646 | $1.35M | 0.00% | −63,181−61.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,467 | $1.31M | 0.01% | −68,533−64.0% | Reduced |
| Deutsche Bank AG | 37,169 | $1.26M | 0.00% | −9,854−21.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.26M | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 36,087 | $1.23M | 0.23% | −120.0% | Reduced |