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, Q2 2023
Institutional positions in Focus Financial Partners Inc. as of Jun 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, so this page shows Q2 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 208
- −21 vs. Q1 2023
- Shares held
- 73.8M
- +2.46M (+3.4%) vs. Q1 2023
- Total value
- $3.88B
- +$154.5M (+4.1%) vs. Q1 2023
- New holders
- 25
- 83 more added
- Sold out
- 46
- 56 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 5 | $263 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $420 | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $525 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26 | $1.37K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 27 | $1.42K | 0.00% | +6+28.6% | Added |
| Lindbrook Capital, LLC | 45 | $2.36K | 0.00% | +7+18.4% | Added |
| Bessemer Group Inc | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 138 | $7.25K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 194 | $10.2K | 0.00% | −14−6.7% | Reduced |
| CWM, LLC | 257 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 431 | $22.0K | 0.00% | −3,067−87.7% | Reduced |
| Advisor Group Holdings, Inc. | 528 | $27.7K | 0.00% | −399−43.0% | Reduced |
| Russell Investments Group, Ltd. | 913 | $47.9K | 0.00% | +236+34.9% | Added |
| Signaturefd, LLC | 914 | $48.0K | 0.00% | +177+24.0% | Added |
| Toth Financial Advisory Corp | 1,000 | $52.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,077 | $56.6K | 0.00% | −230−17.6% | Reduced |
| Longfellow Investment Management Co LLC | 1,328 | $69.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,619 | $85.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,767 | $93.0K | 0.07% | +1,762+35,240.0% | Added |
| US Bancorp | 2,005 | $105.3K | 0.00% | −1,565−43.8% | Reduced |
| Great West Life Assurance Co | 2,269 | $120.0K | 0.00% | −544−19.3% | Reduced |
| Assetmark, Inc | 2,559 | $134.4K | 0.00% | +671+35.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,625 | $137.8K | 0.00% | −18,377−87.5% | Reduced |
| Bartlett & Co. LLC | 2,625 | $138.0K | 0.00% | −18,377−87.5% | Reduced |
| STRS Ohio | 2,900 | $152.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,166 | $166.2K | 0.01% | +1,482+88.0% | Added |
| Metropolitan Life Insurance Co | 3,182 | $167.1K | 0.01% | +83+2.7% | Added |
| Kamunting Street Capital Management, L.P. | 3,885 | $204.0K | 0.20% | +3,885 | New |
| Black Maple Capital Management LP | 3,960 | $207.9K | 0.24% | −2,200−35.7% | Reduced |
| Royal Bank of Canada | 3,998 | $211.0K | 0.00% | +60+1.5% | Added |
| Prudential Financial Inc | 4,213 | $221.2K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,285 | $225.0K | 0.01% | −3,000−41.2% | Reduced |
| AQR Capital Management LLC | 4,351 | $228.5K | 0.00% | +4,351 | New |
| Bank of Montreal | 4,359 | $228.9K | 0.00% | −11,166−71.9% | Reduced |
| Teacher Retirement System of Texas | 4,488 | $236.0K | 0.00% | −2,105−31.9% | Reduced |
| FNY Investment Advisers, LLC | 4,853 | $254.0K | 0.32% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,844 | $254.4K | 0.01% | +4,844 | New |
| Ameritas Investment Partners, Inc. | 4,856 | $255.0K | 0.01% | +213+4.6% | Added |
| Mariner, LLC | 5,046 | $265.0K | 0.00% | +98+2.0% | Added |
| Institutional & Family Asset Management, LLC | 5,514 | $289.5K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,976 | $313.8K | 0.01% | +5,976 | New |
| Vise Technologies, Inc. | 6,410 | $336.6K | 0.08% | +516+8.8% | Added |
| Handelsbanken Fonder AB | 6,600 | $347.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,000 | $420.1K | 0.06% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,212 | $431.2K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 8,398 | $441.0K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 8,919 | $468.0K | 0.00% | +759+9.3% | Added |
| Public Employees Retirement Association of Colorado | 9,120 | $479.0K | 0.00% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 9,689 | $509.0K | 0.07% | +9,689 | New |
| Franklin Resources Inc | 9,865 | $518.0K | 0.00% | +296+3.1% | Added |
| Fort Point Capital Partners LLC | 10,000 | $525.1K | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,034 | $527.7K | 0.00% | +10,034 | New |
| Chevy Chase Trust Holdings, Inc. | 10,058 | $528.1K | 0.00% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 10,114 | $531.1K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,643 | $558.9K | 0.00% | +1,536+16.9% | Added |
| Bailard, Inc. | 10,971 | $576.1K | 0.02% | −800−6.8% | Reduced |
| Guggenheim Capital LLC | 11,294 | $593.0K | 0.00% | +4,383+63.4% | Added |
| XML Financial, LLC | 11,781 | $618.6K | 0.07% | +11,781 | New |
| Studio Investment Management LLC | 12,028 | $631.6K | 0.18% | +29+0.2% | Added |
| Greenland Capital Management LP | 13,349 | $701.0K | 0.10% | −1,700−11.3% | Reduced |
| FMR LLC | 13,415 | $704.4K | 0.00% | −572,936−97.7% | Reduced |
| BCK Capital Management LP | 13,500 | $708.9K | 0.54% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,233 | $747.4K | 0.00% | +820+6.1% | Added |
| Smithfield Trust Co | 14,750 | $775.0K | 0.05% | 00.0% | Unchanged |
| GAM Holding AG | 15,826 | $831.0K | 0.06% | +2,726+20.8% | Added |
| Jane Street Group, LLC | 15,836 | $831.5K | 0.00% | +3,503+28.4% | Added |
| Arizona State Retirement System | 16,670 | $875.3K | 0.01% | −506−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 16,697 | $876.8K | 0.00% | +6,970+71.7% | Added |
| Renaissance Technologies LLC | 17,100 | $898.0K | 0.00% | −36,200−67.9% | Reduced |
| Crystalline Management Inc. | 18,133 | $952.2K | 0.67% | +18,133 | New |
| Aspiriant, LLC | 18,402 | $966.3K | 0.05% | +18,402 | New |
| Two Sigma Investments, LP | 18,894 | $992.1K | 0.00% | +18,894 | New |
| Vestor Capital, LLC | 19,000 | $998.0K | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,230 | $1.01M | 0.02% | +866+4.7% | Added |
| JFS Wealth Advisors, LLC | 20,030 | $1.05M | 0.09% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 21,273 | $1.12M | 0.04% | −100−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 21,658 | $1.14M | 0.26% | −9,500−30.5% | Reduced |
| Centiva Capital, LP | 22,500 | $1.18M | 0.06% | −62,500−73.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,864 | $1.20M | 0.00% | +90+0.4% | Added |
| Voya Investment Management LLC | 23,025 | $1.21M | 0.00% | −170,039−88.1% | Reduced |
| Envestnet Asset Management Inc | 23,102 | $1.21M | 0.00% | −16,310−41.4% | Reduced |
| Alley Investment Management Company, LLC | 23,226 | $1.22M | 0.20% | +18,387+380.0% | Added |
| New York State Common Retirement Fund | 24,066 | $1.26M | 0.00% | −24,345−50.3% | Reduced |
| Algert Global LLC | 24,807 | $1.30M | 0.06% | 00.0% | Unchanged |
| Tredje AP-fonden | 24,834 | $1.30M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 25,660 | $1.35M | 0.00% | −9,277−26.6% | Reduced |
| Price T Rowe Associates Inc | 25,946 | $1.36M | 0.00% | +1,341+5.5% | Added |
| Wells Fargo & Company | 26,327 | $1.38M | 0.00% | +13,450+104.4% | Added |
| PenderFund Capital Management Ltd. | 20,890 | $1.45M | 0.45% | +10,340+98.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,888 | $1.46M | 0.00% | +1,151+4.3% | Added |
| American International Group, Inc. | 28,303 | $1.49M | 0.01% | +300+1.1% | Added |
| Nomura Holdings Inc | 29,000 | $1.52M | 0.02% | +29,000 | New |
| Walleye Capital LLC | 30,000 | $1.58M | 0.03% | −6,317−17.4% | Reduced |
| MetLife Investment Management | 30,815 | $1.62M | 0.01% | +381+1.3% | Added |
| Citigroup Inc | 30,964 | $1.63M | 0.00% | +29,413+1,896.4% | Added |
| HighTower Advisors, LLC | 31,488 | $1.65M | 0.00% | −1,590−4.8% | Reduced |
| Sagefield Capital LP | 31,771 | $1.67M | 0.36% | +31,771 | New |