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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 25,721 | $810.0K | 0.12% | +25,721 | New |
| Algert Global LLC | 24,707 | $779.0K | 0.05% | +5,247+27.0% | Added |
| Gamco Investors, Inc. Et Al | 24,547 | $773.0K | 0.01% | +3,264+15.3% | Added |
| Eaton Vance Management | 24,223 | $763.0K | 0.00% | +223+0.9% | Added |
| Graham Capital Management, L.P. | 24,164 | $761.0K | 0.03% | +14,008+137.9% | Added |
| Manufacturers Life Insurance Company, The | 23,385 | $736.9K | 0.00% | −353−1.5% | Reduced |
| Susquehanna International Group, LLP | 21,980 | $693.0K | 0.00% | −4,796−17.9% | Reduced |
| Keeley-Teton Advisors, LLC | 21,365 | $673.0K | 0.09% | −2,170−9.2% | Reduced |
| AlphaCrest Capital Management LLC | 20,302 | $640.0K | 0.04% | +20,302 | New |
| JFS Wealth Advisors, LLC | 20,030 | $631.0K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,657 | $620.0K | 0.00% | +12,110+160.5% | Added |
| Equitable Trust Co | 19,448 | $613.0K | 0.05% | +2,868+17.3% | Added |
| Two Sigma Advisers, LP | 19,400 | $611.0K | 0.00% | −46,100−70.4% | Reduced |
| Advisors Asset Management, Inc. | 19,149 | $603.0K | 0.01% | +2,652+16.1% | 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 |
| Franklin Resources Inc | 18,553 | $585.0K | 0.00% | +240+1.3% | Added |
| Public Employees Retirement Association of Colorado | 17,929 | $565.0K | 0.00% | +17,929 | New |
| Kovitz Investment Group Partners, LLC | 17,600 | $555.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 17,500 | $551.0K | 0.00% | +17,500 | New |
| Jane Street Group, LLC | 16,368 | $516.0K | 0.00% | −29,998−64.7% | Reduced |
| Price T Rowe Associates Inc | 16,067 | $507.0K | 0.00% | +3,733+30.3% | Added |
| Arizona State Retirement System | 15,986 | $504.0K | 0.01% | +54+0.3% | Added |
| Smithfield Trust Co | 14,750 | $465.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,974 | $441.0K | 0.00% | −1,836−11.6% | Reduced |
| AQR Capital Management LLC | 13,432 | $423.0K | 0.00% | −16,513−55.1% | Reduced |
| Studio Investment Management LLC | 12,022 | $378.8K | 0.14% | +747+6.6% | Added |
| Laurel Wealth Advisors, Inc. | 11,444 | $361.0K | 0.04% | +402+3.6% | Added |
| Summit Global Investments | 11,100 | $350.0K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,000 | $347.0K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,987 | $346.0K | 0.01% | −12,894−54.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,427 | $329.0K | 0.01% | +8,132+354.3% | Added |
| Gyon Technologies Capital Management, LP | 10,388 | $327.0K | 0.10% | +10,388 | New |
| UBS Group AG | 10,300 | $325.0K | 0.00% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $317.0K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 9,450 | $298.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Advantage Alpha Capital Partners LP | 8,912 | $281.0K | 0.05% | −146,814−94.3% | Reduced |
| SG Americas Securities, LLC | 8,748 | $276.0K | 0.00% | +8,748 | New |
| State Board of Administration of Florida Retirement System | 8,737 | $275.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,403 | $265.0K | 0.00% | −30.0% | Reduced |
| Occudo Quantitative Strategies LP | 7,715 | $243.0K | 0.02% | −13,430−63.5% | Reduced |
| Mariner, LLC | 7,602 | $240.0K | 0.00% | +7,602 | New |
| Point72 Hong Kong Ltd | 7,541 | $238.0K | 0.01% | +7,541 | New |
| Qube Research & Technologies Ltd | 7,419 | $234.0K | 0.00% | +7,419 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,342 | $231.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 7,285 | $230.0K | 0.02% | −13,717−65.3% | Reduced |
| Van Hulzen Asset Management, LLC | 7,277 | $229.0K | 0.03% | +367+5.3% | 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 |
| Russell Investments Group, Ltd. | 6,936 | $218.0K | 0.00% | +2,158+45.2% | Added |
| HMS Capital Management, LLC | 6,876 | $217.0K | 0.13% | −3,858−35.9% | Reduced |
| Handelsbanken Fonder AB | 6,600 | $208.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,518 | $205.0K | 0.01% | +6,518 | New |
| ProShare Advisors LLC | 6,397 | $202.0K | 0.00% | −120−1.8% | Reduced |
| Cim, LLC | 5,739 | $201.0K | 0.04% | +5,739 | New |
| Institutional & Family Asset Management, LLC | 5,514 | $174.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 5,239 | $165.0K | 0.08% | +3,017+135.8% | Added |
| Barclays PLC | 4,919 | $155.0K | 0.00% | +2,008+69.0% | Added |
| Ameritas Investment Partners, Inc. | 4,351 | $137.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,504 | $110.4K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,176 | $100.0K | 0.00% | +479+17.8% | Added |
| Citigroup Inc | 2,418 | $76.0K | 0.00% | −3,219−57.1% | Reduced |
| Globeflex Capital L P | 2,374 | $75.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,087 | $65.0K | 0.00% | +2,087 | New |
| Financial Management Professionals, Inc. | 2,031 | $64.0K | 0.01% | +562+38.3% | Added |
| Assetmark, Inc | 1,910 | $60.0K | 0.00% | +621+48.2% | Added |
| Advisor Group Holdings, Inc. | 1,639 | $51.0K | 0.00% | −689−29.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,307 | $45.0K | 0.00% | +42+3.3% | Added |
| Harbor Investment Advisory, LLC | 1,044 | $33.0K | 0.01% | +645+161.7% | Added |
| 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 |
| Global Retirement Partners, LLC | 551 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 543 | $17.0K | 0.00% | +41+8.2% | Added |
| Signaturefd, LLC | 382 | $12.0K | 0.00% | +253+196.1% | Added |
| Ellevest, Inc. | 288 | $9.00K | 0.00% | +288 | New |
| Quadrant Capital Group LLC | 256 | $8.00K | 0.00% | +218+573.7% | 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 |
| 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 |
| The PNC Financial Services Group, Inc. | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 48 | $1.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −150,956−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,561−100.0% | Sold out |