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, Q4 2022
Institutional positions in Focus Financial Partners Inc. as of Dec 31, 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
- 179
- −15 vs. Q3 2022
- Shares held
- 74.5M
- +1.14M (+1.5%) vs. Q3 2022
- Total value
- $2.78B
- +$463.1M (+20.0%) vs. Q3 2022
- New holders
- 12
- 67 more added
- Sold out
- 27
- 71 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Capital LLC | 16,048,975 | $598.1M | 32.37% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 7,321,330 | $272.9M | 1.84% | −303,802−4.0% | Reduced |
| Capital World Investors | 5,451,302 | $203.2M | 0.04% | +1,1190.0% | Added |
| JPMorgan Chase & Co | 5,160,570 | $192.3M | 0.03% | +38,790+0.8% | Added |
| Vanguard Group Inc | 5,085,477 | $189.5M | 0.01% | +187,796+3.8% | Added |
| BlackRock Inc. | 3,775,028 | $140.7M | 0.00% | +83,234+2.3% | Added |
| FMR LLC | 2,971,337 | $110.7M | 0.01% | +1,913,404+180.9% | Added |
| Darlington Partners Capital Management, LP | 2,537,776 | $94.6M | 8.63% | +1,829+0.1% | Added |
| Macquarie Group Ltd | 2,294,273 | $85.5M | 0.10% | +465,460+25.5% | Added |
| Massachusetts Financial Services Co | 2,171,166 | $80.9M | 0.03% | −75,326−3.4% | Reduced |
| Principal Financial Group Inc | 1,648,329 | $61.4M | 0.05% | −117,513−6.7% | Reduced |
| State Street Corp | 1,222,940 | $45.6M | 0.00% | +20,689+1.7% | Added |
| Geode Capital Management, LLC | 1,085,724 | $40.5M | 0.01% | +43,936+4.2% | Added |
| Invesco Ltd. | 1,031,154 | $38.4M | 0.01% | +140,822+15.8% | Added |
| WCM Investment Management, LLC | 1,028,893 | $38.3M | 0.13% | +9,883+1.0% | Added |
| TimesSquare Capital Management, LLC | 883,000 | $32.9M | 0.47% | −321,750−26.7% | Reduced |
| Loomis Sayles & Co L P | 846,633 | $31.6M | 0.06% | −20,253−2.3% | Reduced |
| Ameriprise Financial Inc | 832,372 | $31.0M | 0.01% | +167,258+25.1% | Added |
| Swedbank AB | 830,800 | $31.0M | 0.07% | −96,500−10.4% | Reduced |
| Janus Henderson Group PLC | 752,155 | $28.0M | 0.02% | −3,407−0.5% | Reduced |
| Northern Trust Corp | 731,273 | $27.3M | 0.01% | −15,445−2.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 615,611 | $22.9M | 0.39% | 00.0% | Unchanged |
| Ci Investments Inc. | 532,173 | $19.8M | 0.10% | +82,500+18.3% | Added |
| Charles Schwab Investment Management Inc | 509,441 | $19.0M | 0.01% | +31,177+6.5% | Added |
| Victory Capital Management Inc | 504,999 | $18.8M | 0.02% | −219,243−30.3% | Reduced |
| Jennison Associates LLC | 420,669 | $15.7M | 0.02% | +972+0.2% | Added |
| Voya Investment Management LLC | 414,054 | $15.4M | 0.02% | −86,999−17.4% | Reduced |
| Goldman Sachs Group Inc | 383,581 | $14.3M | 0.00% | +65,650+20.6% | Added |
| State of Wisconsin Investment Board | 330,442 | $12.3M | 0.04% | −3,623−1.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 300,951 | $11.2M | 0.52% | +300,951 | New |
| Bank of New York Mellon Corp | 298,326 | $11.1M | 0.00% | +39,589+15.3% | Added |
| Bank of America Corp | 273,532 | $10.2M | 0.00% | +25,451+10.3% | Added |
| British Columbia Investment Management Corp | 260,000 | $9.69M | 0.11% | −30,000−10.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 239,571 | $8.93M | 10.77% | 00.0% | Unchanged |
| SEI Investments Co | 215,395 | $8.03M | 0.02% | −56,006−20.6% | Reduced |
| Winslow Asset Management Inc | 215,072 | $8.02M | 1.90% | +1,706+0.8% | Added |
| Peregrine Capital Management LLC | 211,847 | $7.90M | 0.25% | −6,464−3.0% | Reduced |
| Phocas Financial Corp. | 211,370 | $7.88M | 1.13% | +10,942+5.5% | Added |
| Morgan Stanley | 207,220 | $7.72M | 0.00% | +58,882+39.7% | Added |
| Nuveen Asset Management, LLC | 183,474 | $6.84M | 0.00% | −113,125−38.1% | Reduced |
| Relative Value Partners Group, LLC | 162,675 | $6.06M | 0.43% | −3,500−2.1% | Reduced |
| Moody Aldrich Partners LLC | 159,213 | $5.93M | 1.20% | −68,458−30.1% | Reduced |
| Beck Mack & Oliver LLC | 155,624 | $5.80M | 0.17% | −29,399−15.9% | Reduced |
| Raymond James & Associates | 145,733 | $5.43M | 0.00% | +3,844+2.7% | Added |
| Swiss National Bank | 142,300 | $5.30M | 0.00% | +2,800+2.0% | Added |
| NBW Capital LLC | 141,803 | $5.28M | 1.35% | +2,804+2.0% | Added |
| Royce & Associates LP | 131,460 | $4.90M | 0.05% | +81,460+162.9% | Added |
| Norges Bank | 124,146 | $4.63M | 0.00% | −87,300−41.3% | Reduced |
| Eagle Asset Management Inc | 118,186 | $4.46M | 0.03% | −3,536−2.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 119,092 | $4.44M | 0.08% | −4,200−3.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 114,949 | $4.28M | 0.07% | +15,239+15.3% | Added |
| Asset Advisors Investment Management, LLC | 109,000 | $4.06M | 0.54% | −16,631−13.2% | Reduced |
| Avalon Investment & Advisory | 108,908 | $4.06M | 0.12% | −881−0.8% | Reduced |
| Fiduciary Group LLC | 103,300 | $3.85M | 0.51% | −11,800−10.3% | Reduced |
| Public Employees Retirement System of Ohio | 102,867 | $3.83M | 0.02% | −45,616−30.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 96,718 | $3.60M | 1.21% | +96,718 | New |
| Fisher Asset Management, LLC | 91,902 | $3.42M | 0.00% | +50,755+123.4% | Added |
| Crestwood Advisors Group LLC | 79,913 | $2.98M | 0.10% | −65,535−45.1% | Reduced |
| HighTower Advisors, LLC | 77,710 | $2.90M | 0.01% | −10,653−12.1% | Reduced |
| Rhumbline Advisers | 74,506 | $2.78M | 0.00% | +2,076+2.9% | Added |
| California State Teachers Retirement System | 74,414 | $2.77M | 0.00% | +885+1.2% | Added |
| New York State Common Retirement Fund | 69,298 | $2.58M | 0.00% | −143,581−67.4% | Reduced |
| Alliancebernstein L.P. | 69,167 | $2.58M | 0.00% | +3,300+5.0% | Added |
| Baird Financial Group, Inc. | 68,086 | $2.54M | 0.01% | +16,460+31.9% | Added |
| Renaissance Technologies LLC | 60,200 | $2.24M | 0.00% | −38,600−39.1% | Reduced |
| UBS Asset Management Americas Inc | 58,842 | $2.19M | 0.00% | +11,243+23.6% | Added |
| State of New Jersey Common Pension Fund D | 58,432 | $2.18M | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 57,035 | $2.13M | 0.21% | +40+0.1% | Added |
| Balyasny Asset Management LLC | 53,954 | $2.01M | 0.01% | +53,954 | New |
| Telemus Capital, LLC | 49,616 | $1.98M | 0.18% | 00.0% | Unchanged |
| Millennium Management LLC | 50,898 | $1.90M | 0.00% | −28,878−36.2% | Reduced |
| Legal & General Group Plc | 50,043 | $1.87M | 0.00% | +1,607+3.3% | Added |
| Credit Suisse AG | 48,184 | $1.80M | 0.00% | −2,145−4.3% | Reduced |
| Citadel Advisors LLC | 48,154 | $1.79M | 0.00% | +41,166+589.1% | Added |
| Envestnet Asset Management Inc | 42,507 | $1.58M | 0.00% | +1,419+3.5% | Added |
| Cornerstone Wealth Group, LLC | 41,900 | $1.56M | 0.30% | −21,850−34.3% | Reduced |
| Bank of Montreal | 39,955 | $1.50M | 0.00% | −5,832−12.7% | Reduced |
| Kavar Capital Partners Group, LLC | 39,935 | $1.49M | 0.34% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 38,000 | $1.42M | 0.34% | −2,500−6.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 36,993 | $1.38M | 0.01% | +6,656+21.9% | Added |
| Deutsche Bank AG | 36,090 | $1.35M | 0.00% | +2,886+8.7% | Added |
| First Trust Advisors LP | 33,902 | $1.26M | 0.00% | −15,701−31.7% | Reduced |
| Wells Fargo & Company | 32,373 | $1.21M | 0.00% | −6,736−17.2% | Reduced |
| US Bancorp | 32,015 | $1.19M | 0.00% | −12,539−28.1% | Reduced |
| Oppenheimer Asset Management Inc. | 31,876 | $1.19M | 0.02% | −1,514−4.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,388 | $1.17M | 0.28% | 00.0% | Unchanged |
| MetLife Investment Management | 30,195 | $1.13M | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 27,813 | $1.04M | 0.13% | +6,448+30.2% | Added |
| American International Group, Inc. | 27,445 | $1.02M | 0.01% | −100−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,737 | $996.5K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 24,990 | $931.4K | 0.01% | +443+1.8% | Added |
| Tredje AP-fonden | 24,834 | $925.6K | 0.02% | +24,834 | New |
| Manufacturers Life Insurance Company, The | 23,515 | $876.4K | 0.00% | +130+0.6% | Added |
| Gabelli Funds LLC | 23,500 | $875.8K | 0.01% | +6,000+34.3% | Added |
| Price T Rowe Associates Inc | 21,216 | $791.0K | 0.00% | +5,149+32.0% | Added |
| Bartlett & Co. LLC | 21,002 | $783.0K | 0.02% | −9,200−30.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 21,002 | $782.7K | 0.02% | −9,200−30.5% | Reduced |
| UBS Group AG | 20,329 | $757.7K | 0.00% | +10,029+97.4% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $746.5K | 0.07% | 00.0% | Unchanged |