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 2023
Institutional positions in Credit Suisse AG 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
- Institutional holders
- 20
- −4 vs. Q1 2023
- Shares held
- 93.5K
- −45.8K (−32.9%) vs. Q1 2023
- Total value
- $13.1M
- −$7.51M (−36.5%) vs. Q1 2023
- New holders
- 0
- 5 more added
- Sold out
- 4
- 8 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 19,706 | $2.76M | 0.29% | −31,461−61.5% | Reduced |
| Royal Bank of Canada | 14,372 | $2.01M | 0.00% | +1,055+7.9% | Added |
| Jane Street Group, LLC | 11,140 | $1.56M | 0.00% | −426−3.7% | Reduced |
| Credit Suisse AG | 9,681 | $1.35M | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 9,091 | $1.27M | 0.05% | +6,518+253.3% | Added |
| LPL Financial LLC | 7,131 | $997.4K | 0.00% | −737−9.4% | Reduced |
| Wedbush Securities Inc | 6,568 | $919.0K | 0.04% | +40+0.6% | Added |
| Virtu Financial LLC | 3,931 | $550.0K | 0.04% | −5,024−56.1% | Reduced |
| Susquehanna International Group, LLP | 3,304 | $462.1K | 0.00% | −2,991−47.5% | Reduced |
| Weaver Consulting Group | 2,353 | $329.1K | 0.15% | −711−23.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,953 | $273.2K | 0.00% | −222−10.2% | Reduced |
| National Asset Management, Inc. | 1,900 | $265.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 646 | $90.4K | 0.00% | −481−42.7% | Reduced |
| UBS Group AG | 626 | $87.6K | 0.00% | +256+69.2% | Added |
| Carmel Capital Partners, LLC | 502 | $70.2K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $20.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 117 | $16.3K | 0.00% | +1+0.9% | Added |
| ICA Group Wealth Management, LLC | 105 | $14.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,372−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |