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.
Holders of 5% or more of FOCS
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Focus Financial Partners Inc., largest stake first. The change is against the holder's previous filing.
No holder currently reports owning 5% or more of Focus Financial Partners Inc. on Schedule 13D or 13G.
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
23 Schedule 13D and 13G filings on Focus Financial Partners Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 9, 2024 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Aug 31, 2023 | Trident FFP LP | 13D/AOld format | – | – | – | SEC |
| May 5, 2023 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Apr 7, 2023 | Wasatch Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Feb 28, 2023 | Trident FFP LP | 13D/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2023 | Wasatch Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Feb 2, 2023 | Trident FFP LP | 13D/AOld format | – | – | – | SEC |
| Feb 1, 20234:54 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 20, 2023 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Jun 6, 2022 | Wasatch Advisors Inc | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Capital World Investors | 13GOld format | – | New | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2022 | Wasatch Advisors Inc | 13GOld format | – | New | – | SEC |
| Feb 4, 20224:12 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
| Jan 12, 2022 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Jun 24, 2021 | KKR Group Partnership L.P. | 13D/AOld format | – | – | – | SEC |
| Mar 18, 2021 | Trident FFP LP | 13D/AOld format | – | – | – | SEC |
| Mar 3, 2021 | Trident FFP LP | 13D/AOld format | – | – | – | SEC |
| Mar 3, 2021 | KKR Group Partnership L.P. | 13D/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 2021 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Focus Financial Partners Inc. shares.
No Form 144 notices for Focus Financial Partners Inc. are on file.