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 2023
Institutional positions in Focus Financial Partners Inc. as of Sep 30, 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
FOCS is no longer listed, and 13F filings after Q2 2023 list far fewer holders. See Q2 2023
- Institutional holders
- 0
- −207 vs. Q2 2023
- Shares held
- 0
- −73.8M (−100.0%) vs. Q2 2023
- Total value
- $0
- −$3.88B (−100.0%) vs. Q2 2023
- New holders
- 0
- 0 more added
- Sold out
- 207
- 0 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diametric Capital, LP | 0 | $0 | 0.00% | −45,018−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −39,935−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −36,750−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −35,556−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −33,623−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −32,225−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −31,771−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −31,488−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −30,964−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −30,815−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −28,303−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −27,888−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −20,890−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −26,327−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −25,946−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −25,660−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −24,834−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,807−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −24,066−100.0% | Sold out |
| Alley Investment Management Company, LLC | 0 | $0 | 0.00% | −23,226−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −23,102−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −23,025−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −22,864−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,658−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −21,273−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,030−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −19,230−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,894−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −18,402−100.0% | Sold out |
| Crystalline Management Inc. | 0 | $0 | 0.00% | −18,133−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −16,697−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,836−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −15,826−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −14,233−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −13,415−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −13,349−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −12,028−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −11,781−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −11,294−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −10,058−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,865−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −8,919−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −8,398−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −8,212−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −5,514−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,856−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |