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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4 | $0 | 0.00% | −265−98.5% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Larson Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 37 | $1.00K | 0.00% | −3−7.5% | Reduced |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | −27−62.8% | Reduced |
| Private Trust Co NA | 20 | $1.00K | 0.00% | +20 | New |
| Wipfli Financial Advisors LLC, | 37 | $1.00K | 0.00% | +37 | New |
| American Portfolios Advisors | 48 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $2.00K | 0.00% | +57+1,900.0% | Added |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 159 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 153 | $5.00K | 0.00% | +143+1,430.0% | Added |
| IFP Advisors, Inc | 161 | $7.00K | 0.00% | +14+9.5% | Added |
| Lindbrook Capital, LLC | 220 | $7.00K | 0.00% | +207+1,592.3% | Added |
| Quadrant Capital Group LLC | 256 | $8.00K | 0.00% | +218+573.7% | Added |
| Ellevest, Inc. | 288 | $9.00K | 0.00% | +288 | New |
| Signaturefd, LLC | 382 | $12.0K | 0.00% | +253+196.1% | Added |
| CWM, LLC | 543 | $17.0K | 0.00% | +41+8.2% | Added |
| Global Retirement Partners, LLC | 551 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,028 | $32.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,019 | $32.0K | 0.00% | +1,019 | New |
| FourThought Financial, LLC | 1,000 | $32.0K | 0.00% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,044 | $33.0K | 0.01% | +645+161.7% | Added |
| Nisa Investment Advisors, LLC | 1,307 | $45.0K | 0.00% | +42+3.3% | Added |
| Advisor Group Holdings, Inc. | 1,639 | $51.0K | 0.00% | −689−29.6% | Reduced |
| Assetmark, Inc | 1,910 | $60.0K | 0.00% | +621+48.2% | Added |
| Financial Management Professionals, Inc. | 2,031 | $64.0K | 0.01% | +562+38.3% | Added |
| Simplex Trading, LLC | 2,087 | $65.0K | 0.00% | +2,087 | New |
| Globeflex Capital L P | 2,374 | $75.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,418 | $76.0K | 0.00% | −3,219−57.1% | Reduced |
| Great West Life Assurance Co | 3,176 | $100.0K | 0.00% | +479+17.8% | Added |
| Metropolitan Life Insurance Co | 3,504 | $110.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,351 | $137.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,919 | $155.0K | 0.00% | +2,008+69.0% | Added |
| State of Wyoming | 5,239 | $165.0K | 0.08% | +3,017+135.8% | Added |
| Institutional & Family Asset Management, LLC | 5,514 | $174.0K | 0.03% | 00.0% | Unchanged |
| Cim, LLC | 5,739 | $201.0K | 0.04% | +5,739 | New |
| ProShare Advisors LLC | 6,397 | $202.0K | 0.00% | −120−1.8% | Reduced |
| Engineers Gate Manager LP | 6,518 | $205.0K | 0.01% | +6,518 | New |
| Handelsbanken Fonder AB | 6,600 | $208.0K | 0.00% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 6,876 | $217.0K | 0.13% | −3,858−35.9% | Reduced |
| Russell Investments Group, Ltd. | 6,936 | $218.0K | 0.00% | +2,158+45.2% | Added |
| Citadel Advisors LLC | 6,988 | $221.0K | 0.00% | −5,978−46.1% | Reduced |
| Ensign Peak Advisors, Inc | 7,000 | $221.0K | 0.00% | +7,000 | New |
| Van Hulzen Asset Management, LLC | 7,277 | $229.0K | 0.03% | +367+5.3% | Added |
| Edge Capital Group, LLC | 7,285 | $230.0K | 0.02% | −13,717−65.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $231.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,419 | $234.0K | 0.00% | +7,419 | New |
| Point72 Hong Kong Ltd | 7,541 | $238.0K | 0.01% | +7,541 | New |
| Mariner, LLC | 7,602 | $240.0K | 0.00% | +7,602 | New |
| Occudo Quantitative Strategies LP | 7,715 | $243.0K | 0.02% | −13,430−63.5% | Reduced |
| Teacher Retirement System of Texas | 8,403 | $265.0K | 0.00% | −30.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,737 | $275.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,748 | $276.0K | 0.00% | +8,748 | New |
| Advantage Alpha Capital Partners LP | 8,912 | $281.0K | 0.05% | −146,814−94.3% | Reduced |
| Ergoteles LLC | 9,352 | $295.0K | 0.01% | −38,348−80.4% | Reduced |
| Amalgamated Bank | 9,377 | $295.0K | 0.00% | +148+1.6% | Added |
| BloombergSen Inc. | 9,450 | $298.0K | 0.03% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $317.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,300 | $325.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 10,388 | $327.0K | 0.10% | +10,388 | New |
| Tower Research Capital LLC (TRC) | 10,427 | $329.0K | 0.01% | +8,132+354.3% | Added |
| Brinker Capital Investments, LLC | 10,987 | $346.0K | 0.01% | −12,894−54.0% | Reduced |
| GYL Financial Synergies, LLC | 11,000 | $347.0K | 0.09% | 00.0% | Unchanged |
| Summit Global Investments | 11,100 | $350.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 11,444 | $361.0K | 0.04% | +402+3.6% | Added |
| Studio Investment Management LLC | 12,022 | $378.8K | 0.14% | +747+6.6% | Added |
| AQR Capital Management LLC | 13,432 | $423.0K | 0.00% | −16,513−55.1% | Reduced |
| Royal Bank of Canada | 13,974 | $441.0K | 0.00% | −1,836−11.6% | Reduced |
| Smithfield Trust Co | 14,750 | $465.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,986 | $504.0K | 0.01% | +54+0.3% | Added |
| Price T Rowe Associates Inc | 16,067 | $507.0K | 0.00% | +3,733+30.3% | Added |
| Jane Street Group, LLC | 16,368 | $516.0K | 0.00% | −29,998−64.7% | Reduced |
| Gabelli Funds LLC | 17,500 | $551.0K | 0.00% | +17,500 | New |
| Kovitz Investment Group Partners, LLC | 17,600 | $555.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,929 | $565.0K | 0.00% | +17,929 | New |
| Franklin Resources Inc | 18,553 | $585.0K | 0.00% | +240+1.3% | Added |
| Vestor Capital, LLC | 19,000 | $599.0K | 0.08% | 00.0% | Unchanged |
| Twinbeech Capital LP | 19,006 | $599.0K | 0.02% | +19,006 | New |
| Advisors Asset Management, Inc. | 19,149 | $603.0K | 0.01% | +2,652+16.1% | Added |
| Two Sigma Advisers, LP | 19,400 | $611.0K | 0.00% | −46,100−70.4% | Reduced |
| Equitable Trust Co | 19,448 | $613.0K | 0.05% | +2,868+17.3% | Added |
| Stifel Financial Corp | 19,657 | $620.0K | 0.00% | +12,110+160.5% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $631.0K | 0.07% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 20,302 | $640.0K | 0.04% | +20,302 | New |
| Keeley-Teton Advisors, LLC | 21,365 | $673.0K | 0.09% | −2,170−9.2% | Reduced |
| Susquehanna International Group, LLP | 21,980 | $693.0K | 0.00% | −4,796−17.9% | Reduced |
| Manufacturers Life Insurance Company, The | 23,385 | $736.9K | 0.00% | −353−1.5% | Reduced |
| Graham Capital Management, L.P. | 24,164 | $761.0K | 0.03% | +14,008+137.9% | Added |
| Eaton Vance Management | 24,223 | $763.0K | 0.00% | +223+0.9% | Added |
| Gamco Investors, Inc. Et Al | 24,547 | $773.0K | 0.01% | +3,264+15.3% | Added |
| Algert Global LLC | 24,707 | $779.0K | 0.05% | +5,247+27.0% | Added |
| PDT Partners, LLC | 25,721 | $810.0K | 0.12% | +25,721 | New |
| Mirae Asset Global Investments Co., Ltd. | 26,737 | $842.0K | 0.00% | +7,480+38.8% | Added |
| American International Group, Inc. | 27,545 | $868.0K | 0.01% | +389+1.4% | Added |