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 |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −52,916−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −48,960−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,065−100.0% | Sold out |
| Sentinel Pension Advisors Inc | 0 | $0 | 0.00% | −47,744−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −43,339−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −16,534−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,919−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,494−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,663−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,807−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −6,275−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,098−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |