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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,684 | $87.0K | 0.00% | +1,344+395.3% | Added |
| Harbor Investment Advisory, LLC | 1,619 | $84.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,551 | $80.5K | 0.00% | −308−16.6% | Reduced |
| Longfellow Investment Management Co LLC | 1,328 | $68.9K | 0.02% | +1,328 | New |
| Nisa Investment Advisors, LLC | 1,307 | $68.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $51.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 927 | $48.1K | 0.00% | −158−14.6% | Reduced |
| Signaturefd, LLC | 737 | $38.2K | 0.00% | +20+2.8% | Added |
| Russell Investments Group, Ltd. | 677 | $35.1K | 0.00% | +677 | New |
| Allspring Global Investments Holdings, LLC | 606 | $31.4K | 0.00% | −400−39.8% | Reduced |
| Ellevest, Inc. | 587 | $30.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 383 | $20.0K | 0.00% | −102,484−99.6% | Reduced |
| CWM, LLC | 257 | $13.0K | 0.00% | −157−37.9% | Reduced |
| The PNC Financial Services Group, Inc. | 208 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 150 | $7.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 138 | $7.16K | 0.00% | −12−8.0% | Reduced |
| First Horizon Advisors, Inc. | 131 | $6.79K | 0.00% | −25−16.0% | Reduced |
| Trust Co of Vermont | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 67 | $3.48K | 0.00% | +67 | New |
| Bessemer Group Inc | 67 | $3.00K | 0.00% | +67 | New |
| Lindbrook Capital, LLC | 38 | $1.97K | 0.00% | +5+15.2% | Added |
| Quadrant Capital Group LLC | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.19K | 0.00% | −11−32.4% | Reduced |
| Denali Advisors LLC | 21 | $1.09K | 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 |
| Allworth Financial LP | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,171,166−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −420,669−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −159,213−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −155,624−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −145,733−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −131,460−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −118,186−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −108,908−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −91,902−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −31,876−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −19,790−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,497−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,040−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −7,597−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,361−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,403−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |