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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −2−22.2% | Reduced |
| Lindbrook Capital, LLC | 13 | $0 | 0.00% | +13 | New |
| Hexagon Capital Partners LLC | 3 | $0 | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $1.00K | 0.00% | −19−52.8% | Reduced |
| Quadrant Capital Group LLC | 38 | $1.00K | 0.00% | +8+26.7% | Added |
| Parallel Advisors, LLC | 40 | $1.00K | 0.00% | +38+1,900.0% | Added |
| Northwestern Mutual Wealth Management Co | 21 | $1.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 43 | $1.00K | 0.00% | +43 | New |
| American Portfolios Advisors | 48 | $1.64K | 0.00% | −200−80.6% | Reduced |
| Spire Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | +100 | New |
| Rockbridge Investment Management, LCC | 109 | $3.71K | 0.00% | −91−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 127 | $4.00K | 0.00% | −305−70.6% | Reduced |
| Signaturefd, LLC | 129 | $4.00K | 0.00% | +11+9.3% | Added |
| First Horizon Advisors, Inc. | 159 | $5.00K | 0.00% | +159 | New |
| IFP Advisors, Inc | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 269 | $9.00K | 0.00% | +269 | New |
| Riverview Trust Co | 352 | $12.0K | 0.01% | +352 | New |
| Bessemer Group Inc | 410 | $14.0K | 0.00% | +410 | New |
| Harbor Investment Advisory, LLC | 399 | $14.0K | 0.00% | +399 | New |
| CWM, LLC | 502 | $17.0K | 0.00% | +348+226.0% | Added |
| Global Retirement Partners, LLC | 551 | $19.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,028 | $35.0K | 0.00% | −11,299−91.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,265 | $43.0K | 0.00% | +900+246.6% | Added |
| Assetmark, Inc | 1,289 | $44.0K | 0.00% | +706+121.1% | Added |
| Financial Management Professionals, Inc. | 1,469 | $50.0K | 0.01% | −203−12.1% | Reduced |
| Captrust Financial Advisors | 1,752 | $60.0K | 0.00% | +138+8.6% | Added |
| Aquatic Capital Management LLC | 2,100 | $72.0K | 0.02% | +1,800+600.0% | Added |
| State of Wyoming | 2,222 | $76.0K | 0.05% | +1,525+218.8% | Added |
| Tower Research Capital LLC (TRC) | 2,295 | $78.0K | 0.00% | −1,416−38.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,328 | $79.0K | 0.00% | −1,653−41.5% | Reduced |
| Globeflex Capital L P | 2,374 | $81.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,697 | $92.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,911 | $99.0K | 0.00% | −9,609−76.7% | Reduced |
| Metropolitan Life Insurance Co | 3,504 | $119.3K | 0.01% | −529−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,351 | $148.0K | 0.01% | −692−13.7% | Reduced |
| Russell Investments Group, Ltd. | 4,778 | $162.0K | 0.00% | −125−2.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,514 | $188.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 5,637 | $192.0K | 0.00% | +1,512+36.7% | Added |
| Creative Planning | 6,098 | $208.0K | 0.00% | −3,422−35.9% | Reduced |
| Ziegler Capital Management, LLC | 6,275 | $214.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,517 | $222.0K | 0.00% | −5,677−46.6% | Reduced |
| Handelsbanken Fonder AB | 6,600 | $225.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,807 | $232.0K | 0.01% | +6,807 | New |
| Van Hulzen Asset Management, LLC | 6,910 | $235.0K | 0.03% | +195+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $250.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,547 | $257.0K | 0.00% | +405+5.7% | Added |
| Oberweis Asset Management Inc | 7,600 | $259.0K | 0.07% | +900+13.4% | Added |
| Teacher Retirement System of Texas | 8,406 | $286.0K | 0.00% | −2,935−25.9% | Reduced |
| Squarepoint Ops LLC | 8,522 | $290.0K | 0.00% | +8,522 | New |
| Prudential Financial Inc | 8,663 | $295.0K | 0.00% | −11,455−56.9% | Reduced |
| State Board of Administration of Florida Retirement System | 8,737 | $298.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,229 | $314.0K | 0.00% | −1,145−11.0% | Reduced |
| BloombergSen Inc. | 9,450 | $322.0K | 0.03% | +2,450+35.0% | Added |
| Jefferies Group LLC | 9,494 | $323.4K | 0.01% | +9,494 | New |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $343.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,156 | $345.0K | 0.02% | −6,439−38.8% | Reduced |
| UBS Group AG | 10,300 | $351.0K | 0.00% | −571−5.3% | Reduced |
| HMS Capital Management, LLC | 10,734 | $366.0K | 0.21% | −16,143−60.1% | Reduced |
| GYL Financial Synergies, LLC | 11,000 | $375.0K | 0.10% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 11,042 | $376.0K | 0.04% | −5,092−31.6% | Reduced |
| Summit Global Investments | 11,100 | $378.0K | 0.03% | −6,500−36.9% | Reduced |
| Studio Investment Management LLC | 11,275 | $384.0K | 0.13% | +11,275 | New |
| Price T Rowe Associates Inc | 12,334 | $420.0K | 0.00% | −297−2.4% | Reduced |
| Versor Investments LP | 12,919 | $440.0K | 0.02% | +12,919 | New |
| Citadel Advisors LLC | 12,966 | $442.0K | 0.00% | +3,171+32.4% | Added |
| BNP Paribas Arbitrage, SA | 13,694 | $466.4K | 0.00% | +6,094+80.2% | Added |
| Smithfield Trust Co | 14,750 | $502.0K | 0.04% | +5,000+51.3% | Added |
| Hillsdale Investment Management Inc. | 15,400 | $525.0K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,810 | $539.0K | 0.00% | −2,417−13.3% | Reduced |
| Arizona State Retirement System | 15,932 | $543.0K | 0.01% | +1,254+8.5% | Added |
| Advisors Asset Management, Inc. | 16,497 | $562.0K | 0.01% | +16,497 | New |
| Wesbanco Bank Inc | 16,534 | $563.0K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 16,580 | $565.0K | 0.04% | +5,620+51.3% | Added |
| Kovitz Investment Group Partners, LLC | 17,600 | $599.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,313 | $623.0K | 0.00% | −32−0.2% | Reduced |
| Vestor Capital, LLC | 19,000 | $647.0K | 0.08% | 00.0% | Unchanged |
| CX Institutional | 19,005 | $647.0K | 0.05% | +19,005 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,257 | $656.0K | 0.00% | +19,257 | New |
| Algert Global LLC | 19,460 | $663.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20,030 | $682.0K | 0.07% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 21,145 | $720.0K | 0.06% | +14,570+221.6% | Added |
| Gamco Investors, Inc. Et Al | 21,283 | $725.0K | 0.01% | +1,831+9.4% | Added |
| Mawer Investment Management Ltd. | 21,811 | $743.0K | 0.00% | +5,112+30.6% | Added |
| Keeley-Teton Advisors, LLC | 23,535 | $802.0K | 0.10% | −7,860−25.0% | Reduced |
| Manufacturers Life Insurance Company, The | 23,738 | $808.5K | 0.00% | −298,415−92.6% | Reduced |
| Brinker Capital Investments, LLC | 23,881 | $813.0K | 0.02% | −289−1.2% | Reduced |
| Eaton Vance Management | 24,000 | $817.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,776 | $912.0K | 0.00% | +17,824+199.1% | Added |
| American International Group, Inc. | 27,156 | $925.0K | 0.01% | −5,129−15.9% | Reduced |
| AQR Capital Management LLC | 29,945 | $1.02M | 0.00% | −4,336−12.6% | Reduced |
| MetLife Investment Management | 30,195 | $1.03M | 0.01% | −4,228−12.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,202 | $1.03M | 0.02% | −27,000−47.2% | Reduced |
| Bartlett & Co. LLC | 30,202 | $1.03M | 0.02% | −27,000−47.2% | Reduced |