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, Q1 2023
Institutional positions in Focus Financial Partners Inc. as of Mar 31, 2023. 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
- 230
- +52 vs. Q4 2022
- Shares held
- 71.4M
- −3.13M (−4.2%) vs. Q4 2022
- Total value
- $3.72B
- +$945.7M (+34.1%) vs. Q4 2022
- New holders
- 78
- 44 more added
- Sold out
- 26
- 68 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $260 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.19K | 0.00% | −11−32.4% | Reduced |
| Quadrant Capital Group LLC | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.97K | 0.00% | +5+15.2% | Added |
| Bessemer Group Inc | 67 | $3.00K | 0.00% | +67 | New |
| Ahrens Investment Partners LLC | 67 | $3.48K | 0.00% | +67 | New |
| Trust Co of Vermont | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 131 | $6.79K | 0.00% | −25−16.0% | Reduced |
| Hexagon Capital Partners LLC | 138 | $7.16K | 0.00% | −12−8.0% | Reduced |
| Hollencrest Capital Management | 150 | $7.78K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 208 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 257 | $13.0K | 0.00% | −157−37.9% | Reduced |
| Public Employees Retirement System of Ohio | 383 | $20.0K | 0.00% | −102,484−99.6% | Reduced |
| Belpointe Asset Management LLC | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 587 | $30.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 606 | $31.4K | 0.00% | −400−39.8% | Reduced |
| Russell Investments Group, Ltd. | 677 | $35.1K | 0.00% | +677 | New |
| Signaturefd, LLC | 737 | $38.2K | 0.00% | +20+2.8% | Added |
| Advisor Group Holdings, Inc. | 927 | $48.1K | 0.00% | −158−14.6% | Reduced |
| Toth Financial Advisory Corp | 1,000 | $51.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,307 | $68.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,328 | $68.9K | 0.02% | +1,328 | New |
| Citigroup Inc | 1,551 | $80.5K | 0.00% | −308−16.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,619 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,684 | $87.0K | 0.00% | +1,344+395.3% | Added |
| Assetmark, Inc | 1,888 | $97.9K | 0.00% | −592−23.9% | Reduced |
| Quantbot Technologies LP | 2,039 | $105.8K | 0.01% | +2,039 | New |
| Great West Life Assurance Co | 2,813 | $146.0K | 0.00% | −363−11.4% | Reduced |
| STRS Ohio | 2,900 | $150.0K | 0.00% | +2,900 | New |
| Walleye Trading LLC | 3,092 | $160.4K | 0.01% | +3,092 | New |
| Metropolitan Life Insurance Co | 3,099 | $160.7K | 0.01% | −405−11.6% | Reduced |
| Simplex Trading, LLC | 3,498 | $181.0K | 0.01% | +3,498 | New |
| US Bancorp | 3,570 | $185.2K | 0.00% | −28,445−88.8% | Reduced |
| Royal Bank of Canada | 3,938 | $205.0K | 0.00% | −14,577−78.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,005 | $207.0K | 0.00% | +4,005 | New |
| Panagora Asset Management Inc | 4,109 | $213.1K | 0.00% | +4,109 | New |
| Landscape Capital Management, L.L.C. | 4,197 | $217.7K | 0.03% | +4,197 | New |
| Prudential Financial Inc | 4,213 | $218.5K | 0.00% | +4,213 | New |
| Cim, LLC | 4,425 | $229.5K | 0.05% | −1,138−20.5% | Reduced |
| Colony Group LLC | 4,484 | $233.0K | 0.00% | +4,484 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,523 | $235.0K | 0.01% | +4,523 | New |
| Ameritas Investment Partners, Inc. | 4,643 | $240.8K | 0.01% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 4,839 | $251.0K | 0.04% | +4,839 | New |
| FNY Investment Advisers, LLC | 4,853 | $251.0K | 0.29% | +4,853 | New |
| Mariner, LLC | 4,948 | $257.0K | 0.00% | −1,575−24.1% | Reduced |
| Quinn Opportunity Partners LLC | 5,000 | $259.4K | 0.03% | +5,000 | New |
| Institutional & Family Asset Management, LLC | 5,514 | $286.0K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,894 | $305.7K | 0.08% | +5,894 | New |
| Black Maple Capital Management LP | 6,160 | $319.5K | 0.40% | +6,160 | New |
| Teacher Retirement System of Texas | 6,593 | $342.0K | 0.00% | −21−0.3% | Reduced |
| Handelsbanken Fonder AB | 6,600 | $342.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,911 | $358.5K | 0.00% | +6,911 | New |
| Bridgefront Capital, LLC | 6,941 | $360.0K | 0.22% | +6,941 | New |
| Edge Capital Group, LLC | 7,285 | $377.9K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,946 | $412.2K | 0.03% | +5,224+191.9% | Added |
| FourThought Financial Partners, LLC | 8,000 | $415.0K | 0.06% | +8,000 | New |
| Amalgamated Bank | 8,160 | $423.0K | 0.00% | −1,509−15.6% | Reduced |
| Henshaw Capital LLC | 8,212 | $426.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 8,398 | $435.6K | 0.03% | −8,902−51.5% | Reduced |
| FORA Capital, LLC | 8,494 | $440.6K | 0.04% | +8,494 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,107 | $472.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,120 | $473.0K | 0.00% | −5,315−36.8% | Reduced |
| Franklin Resources Inc | 9,569 | $496.3K | 0.00% | −9,850−50.7% | Reduced |
| Virtu Financial LLC | 9,601 | $498.0K | 0.05% | +9,601 | New |
| BloombergSen Inc. | 9,700 | $503.1K | 0.04% | +250+2.6% | Added |
| State Board of Administration of Florida Retirement System | 9,727 | $504.5K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10,000 | $518.7K | 0.08% | +10,000 | New |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $521.7K | 0.00% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 10,114 | $524.6K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 11,771 | $610.6K | 0.02% | +2,600+28.4% | Added |
| Engineers Gate Manager LP | 11,828 | $613.5K | 0.03% | +11,828 | New |
| Studio Investment Management LLC | 11,999 | $622.4K | 0.19% | −548−4.4% | Reduced |
| Verition Fund Management LLC | 12,009 | $622.9K | 0.01% | +12,009 | New |
| Jane Street Group, LLC | 12,333 | $639.7K | 0.00% | +1,239+11.2% | Added |
| Graham Capital Management, L.P. | 12,751 | $661.4K | 0.02% | +12,751 | New |
| Wells Fargo & Company | 12,877 | $667.9K | 0.00% | −19,496−60.2% | Reduced |
| GAM Holding AG | 13,100 | $679.5K | 0.05% | +13,100 | New |
| ProShare Advisors LLC | 13,413 | $695.7K | 0.00% | +5,947+79.7% | Added |
| BCK Capital Management LP | 13,500 | $700.2K | 0.61% | +13,500 | New |
| PenderFund Capital Management Ltd. | 10,550 | $739.0K | 0.23% | +10,550 | New |
| Smithfield Trust Co | 14,750 | $765.0K | 0.05% | 00.0% | Unchanged |
| Greenland Capital Management LP | 15,049 | $780.6K | 0.09% | +15,049 | New |
| Bank of Montreal | 15,525 | $805.3K | 0.00% | −24,430−61.1% | Reduced |
| Arizona State Retirement System | 17,176 | $890.9K | 0.01% | +555+3.3% | Added |
| Advisors Asset Management, Inc. | 18,364 | $952.5K | 0.02% | −607−3.2% | Reduced |
| Vestor Capital, LLC | 19,000 | $986.0K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,282 | $1.00M | 0.01% | +16,018+490.7% | Added |
| Keebeck Alpha, LP | 19,524 | $1.01M | 1.18% | +19,524 | New |
| JFS Wealth Advisors, LLC | 20,030 | $1.04M | 0.10% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 21,002 | $1.09M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21,002 | $1.09M | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 21,373 | $1.11M | 0.04% | −58,540−73.3% | Reduced |
| Wolverine Asset Management LLC | 22,392 | $1.16M | 0.02% | +22,392 | New |
| Manufacturers Life Insurance Company, The | 22,774 | $1.18M | 0.00% | −741−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,000 | $1.19M | 0.01% | +23,000 | New |