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, Q3 2022
Institutional positions in Focus Financial Partners Inc. as of Sep 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
- 198
- −3 vs. Q2 2022
- Shares held
- 73.4M
- −309.3K (−0.4%) vs. Q2 2022
- Total value
- $2.32B
- −$201.8M (−8.0%) vs. Q2 2022
- New holders
- 22
- 72 more added
- Sold out
- 25
- 63 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $505.7M | 29.58% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 7,625,132 | $240.3M | 1.67% | +761,829+11.1% | Added |
| Capital World Investors | 5,450,183 | $171.7M | 0.04% | +660.0% | Added |
| JPMorgan Chase & Co | 5,121,780 | $161.4M | 0.02% | −165,874−3.1% | Reduced |
| Vanguard Group Inc | 4,897,681 | $154.3M | 0.00% | +29,843+0.6% | Added |
| BlackRock Inc. | 3,691,794 | $116.3M | 0.00% | −71,555−1.9% | Reduced |
| Darlington Partners Capital Management, LP | 2,535,947 | $79.9M | 6.62% | +335,492+15.2% | Added |
| Massachusetts Financial Services Co | 2,246,492 | $70.8M | 0.03% | +200,261+9.8% | Added |
| Macquarie Group Ltd | 1,828,813 | $57.6M | 0.07% | +872,401+91.2% | Added |
| Principal Financial Group Inc | 1,765,842 | $55.6M | 0.04% | +80,227+4.8% | Added |
| TimesSquare Capital Management, LLC | 1,204,750 | $38.0M | 0.53% | −186,690−13.4% | Reduced |
| State Street Corp | 1,202,251 | $37.9M | 0.00% | −36,764−3.0% | Reduced |
| FMR LLC | 1,057,933 | $33.3M | 0.00% | +13,163+1.3% | Added |
| WCM Investment Management, LLC | 1,019,010 | $32.9M | 0.12% | +15,706+1.6% | Added |
| Geode Capital Management, LLC | 1,041,788 | $32.8M | 0.00% | +31,266+3.1% | Added |
| Swedbank AB | 927,300 | $29.2M | 0.07% | +53,000+6.1% | Added |
| Invesco Ltd. | 890,332 | $28.1M | 0.01% | +83,069+10.3% | Added |
| Loomis Sayles & Co L P | 866,886 | $27.3M | 0.06% | −10,428−1.2% | Reduced |
| Janus Henderson Group PLC | 755,562 | $23.8M | 0.02% | −820.0% | Reduced |
| Northern Trust Corp | 746,718 | $23.5M | 0.01% | +17,207+2.4% | Added |
| Victory Capital Management Inc | 724,242 | $22.8M | 0.03% | −343,663−32.2% | Reduced |
| Ameriprise Financial Inc | 665,114 | $20.9M | 0.01% | +13,388+2.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $19.4M | 0.37% | 00.0% | Unchanged |
| Voya Investment Management LLC | 501,053 | $15.8M | 0.02% | +30,472+6.5% | Added |
| Charles Schwab Investment Management Inc | 478,264 | $15.1M | 0.01% | +42,198+9.7% | Added |
| Ci Investments Inc. | 449,673 | $14.2M | 0.07% | −22,400−4.7% | Reduced |
| Jennison Associates LLC | 419,697 | $13.2M | 0.01% | −220,599−34.5% | Reduced |
| State of Wisconsin Investment Board | 334,065 | $10.5M | 0.03% | +10,253+3.2% | Added |
| Goldman Sachs Group Inc | 317,931 | $10.0M | 0.00% | +92,009+40.7% | Added |
| Nuveen Asset Management, LLC | 296,599 | $9.35M | 0.00% | −19,031−6.0% | Reduced |
| British Columbia Investment Management Corp | 290,000 | $9.14M | 0.10% | 00.0% | Unchanged |
| SEI Investments Co | 271,401 | $8.55M | 0.02% | −31,990−10.5% | Reduced |
| Bank of New York Mellon Corp | 258,737 | $8.15M | 0.00% | −18,782−6.8% | Reduced |
| Bank of America Corp | 248,081 | $7.82M | 0.00% | +57,356+30.1% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 239,571 | $7.55M | 9.87% | +21,275+9.7% | Added |
| Moody Aldrich Partners LLC | 227,671 | $7.17M | 1.48% | −247,903−52.1% | Reduced |
| Peregrine Capital Management LLC | 218,311 | $6.88M | 0.22% | −12,135−5.3% | Reduced |
| Winslow Asset Management Inc | 213,366 | $6.72M | 1.75% | +1,407+0.7% | Added |
| New York State Common Retirement Fund | 212,879 | $6.71M | 0.01% | +15,018+7.6% | Added |
| Norges Bank | 211,446 | $6.66M | 0.00% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 209,658 | $6.62M | 0.74% | +18,675+9.8% | Added |
| Phocas Financial Corp. | 200,428 | $6.32M | 0.98% | +6,945+3.6% | Added |
| Beck Mack & Oliver LLC | 185,023 | $5.83M | 0.19% | −950−0.5% | Reduced |
| Relative Value Partners Group, LLC | 166,175 | $5.24M | 0.43% | −205−0.1% | Reduced |
| Verition Fund Management LLC | 150,990 | $4.76M | 0.07% | −3,470−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 148,483 | $4.68M | 0.02% | +23,905+19.2% | Added |
| Morgan Stanley | 148,338 | $4.67M | 0.00% | −340,313−69.6% | Reduced |
| Crestwood Advisors Group LLC | 145,448 | $4.58M | 0.16% | −7,800−5.1% | Reduced |
| Fiduciary Group LLC | 115,100 | $4.55M | 0.59% | −7,900−6.4% | Reduced |
| Raymond James & Associates | 141,889 | $4.47M | 0.00% | +19,543+16.0% | Added |
| Swiss National Bank | 139,500 | $4.40M | 0.00% | +1,000+0.7% | Added |
| NBW Capital LLC | 138,999 | $4.38M | 1.17% | +14,774+11.9% | Added |
| Asset Advisors Investment Management, LLC | 125,631 | $3.96M | 0.56% | −18,579−12.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 123,292 | $3.88M | 0.08% | −100−0.1% | Reduced |
| Eagle Asset Management Inc | 121,722 | $3.83M | 0.03% | −2,386−1.9% | Reduced |
| Avalon Investment & Advisory | 109,789 | $3.46M | 0.11% | +25,706+30.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 99,710 | $3.14M | 0.06% | +2,137+2.2% | Added |
| Renaissance Technologies LLC | 98,800 | $3.11M | 0.00% | −7,000−6.6% | Reduced |
| HighTower Advisors, LLC | 88,363 | $2.79M | 0.01% | −87−0.1% | Reduced |
| Millennium Management LLC | 79,776 | $2.51M | 0.00% | −562,105−87.6% | Reduced |
| Cubist Systematic Strategies, LLC | 75,730 | $2.39M | 0.02% | +32,268+74.2% | Added |
| California State Teachers Retirement System | 73,529 | $2.32M | 0.00% | −1,782−2.4% | Reduced |
| Rhumbline Advisers | 72,430 | $2.28M | 0.00% | +6,101+9.2% | Added |
| Alliancebernstein L.P. | 65,867 | $2.08M | 0.00% | −2,800−4.1% | Reduced |
| Cornerstone Wealth Group, LLC | 63,750 | $2.01M | 0.44% | +5,000+8.5% | Added |
| State of New Jersey Common Pension Fund D | 58,432 | $1.84M | 0.01% | −4,167−6.7% | Reduced |
| Hoylecohen, LLC | 56,995 | $1.80M | 0.20% | 00.0% | Unchanged |
| Bank of Montreal | 45,787 | $1.75M | 0.00% | +4,856+11.9% | Added |
| Baird Financial Group, Inc. | 51,626 | $1.63M | 0.00% | +921+1.8% | Added |
| Credit Suisse AG | 50,329 | $1.59M | 0.00% | +3,454+7.4% | Added |
| Royce & Associates LP | 50,000 | $1.58M | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 49,616 | $1.56M | 0.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 49,603 | $1.56M | 0.00% | +3,311+7.2% | Added |
| Gillson Capital LP | 49,260 | $1.55M | 0.14% | −123,324−71.5% | Reduced |
| Legal & General Group Plc | 48,436 | $1.53M | 0.00% | −2,802−5.5% | Reduced |
| UBS Asset Management Americas Inc | 47,599 | $1.50M | 0.00% | −14,664−23.6% | Reduced |
| US Bancorp | 44,554 | $1.40M | 0.00% | −52,650−54.2% | Reduced |
| BNP Paribas Arbitrage, SA | 42,243 | $1.33M | 0.00% | +28,549+208.5% | Added |
| Fisher Asset Management, LLC | 41,147 | $1.30M | 0.00% | +41,147 | New |
| Envestnet Asset Management Inc | 41,088 | $1.29M | 0.00% | −18,578−31.1% | Reduced |
| Dorchester Wealth Management Co | 40,500 | $1.28M | 0.28% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 39,935 | $1.26M | 0.32% | 00.0% | Unchanged |
| Wells Fargo & Company | 39,109 | $1.23M | 0.00% | −537−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.17M | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 36,087 | $1.14M | 0.21% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,100 | $1.07M | 0.01% | −4,367−11.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,388 | $1.07M | 0.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 33,390 | $1.05M | 0.02% | −2,281−6.4% | Reduced |
| Deutsche Bank AG | 33,204 | $1.05M | 0.00% | −3,965−10.7% | Reduced |
| Castleark Management LLC | 32,460 | $1.02M | 0.06% | −55,650−63.2% | Reduced |
| Assenagon Asset Management S.A. | 32,304 | $1.02M | 0.00% | +32,304 | New |
| CX Institutional | 32,265 | $1.02M | 0.07% | +13,260+69.8% | Added |
| Mawer Investment Management Ltd. | 30,337 | $956.0K | 0.01% | +8,526+39.1% | Added |
| Bartlett & Co. LLC | 30,202 | $952.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30,202 | $951.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 30,195 | $951.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 28,440 | $896.0K | 0.01% | −34,604−54.9% | Reduced |
| Holocene Advisors, LP | 27,625 | $870.0K | 0.01% | −34,234−55.3% | Reduced |
| American International Group, Inc. | 27,545 | $868.0K | 0.01% | +389+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 26,737 | $842.0K | 0.00% | +7,480+38.8% | Added |