Credit Suisse AG
GLDI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $20.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Credit Suisse AG as of Jun 30, 2021. 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
- 25
- −1 vs. Q1 2021
- Shares held
- 1.85M
- +270.9K (+17.1%) vs. Q1 2021
- Total value
- $15.9M
- +$2.12M (+15.4%) vs. Q1 2021
- New holders
- 4
- 10 more added
- Sold out
- 5
- 3 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDI 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 | 33 | $20.4M |
| Q1 2026 | 35 | $49.2M |
| Q4 2025 | 31 | $21.2M |
| Q3 2025 | 26 | $17.5M |
| Q2 2025 | 19 | $12.0M |
| Q1 2025 | 19 | $12.1M |
| Q4 2024 | 24 | $10.9M |
| Q3 2024 | 19 | $9.03M |
| Q2 2024 | 17 | $8.92M |
| Q1 2024 | 19 | $11.2M |
| Q4 2023 | 21 | $13.8M |
| Q3 2023 | 20 | $10.7M |
| Q2 2023 | 20 | $13.1M |
| Q1 2023 | 24 | $20.6M |
| Q4 2022 | 24 | $32.7M |
| Q3 2022 | 25 | $24.8M |
| Q2 2022 | 38 | $36.0M |
| Q1 2022 | 31 | $32.1M |
| Q4 2021 | 33 | $26.5M |
| Q3 2021 | 25 | $17.8M |
| Q2 2021 | 25 | $15.9M |
| Q1 2021 | 26 | $13.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 261,040 | $2.23M | 0.00% | +15,624+6.4% | Added |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 200,000 | $1.71M | 0.62% | 00.0% | Unchanged |
| American Portfolios Advisors | 186,305 | $1.59M | 0.06% | −1,430−0.8% | Reduced |
| LPL Financial LLC | 147,519 | $1.26M | 0.00% | +72,213+95.9% | Added |
| Janney Montgomery Scott LLC | 145,127 | $1.24M | 0.01% | +11,361+8.5% | Added |
| Wedbush Securities Inc | 111,985 | $957.0K | 0.05% | +111,985 | New |
| Federation des caisses Desjardins du Quebec | 110,890 | $948.1K | 0.01% | −4,610−4.0% | Reduced |
| UBS Group AG | 109,784 | $939.0K | 0.00% | +40,216+57.8% | Added |
| Old Mission Capital LLC | 79,201 | $677.0K | 0.02% | +79,201 | New |
| DCM Advisors, LLC | 68,400 | $585.0K | 0.33% | +8,400+14.0% | Added |
| Dynamic Advisor Solutions LLC | 66,500 | $569.0K | 0.05% | +21,000+46.2% | Added |
| Weaver Consulting Group | 60,903 | $521.0K | 0.29% | +500+0.8% | Added |
| Toroso Investments, LLC | 49,128 | $420.0K | 0.02% | +1,295+2.7% | Added |
| Castleview Partners, LLC | 29,191 | $250.0K | 0.11% | +29,191 | New |
| Advisory Services Network, LLC | 19,461 | $166.0K | 0.01% | +2,639+15.7% | Added |
| Geneos Wealth Management Inc. | 10,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,424 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $9.00K | 0.00% | −78−7.2% | Reduced |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 125 | $1.00K | 0.00% | +125 | New |
| FMR LLC | 25 | $0 | 0.00% | +23+1,150.0% | Added |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −82,291−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −843−100.0% | Sold out |