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 | $10.0M |
| 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 | $26.0M |
| 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 |
|---|---|---|---|---|---|
| Avion Wealth | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 105 | $14.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 117 | $16.3K | 0.00% | +1+0.9% | Added |
| Global Retirement Partners, LLC | 145 | $20.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 502 | $70.2K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 626 | $87.6K | 0.00% | +256+69.2% | Added |
| Federation des caisses Desjardins du Quebec | 646 | $90.4K | 0.00% | −481−42.7% | Reduced |
| National Asset Management, Inc. | 1,900 | $265.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,953 | $273.2K | 0.00% | −222−10.2% | Reduced |
| Weaver Consulting Group | 2,353 | $329.1K | 0.15% | −711−23.2% | Reduced |
| Susquehanna International Group, LLP | 3,304 | $462.1K | 0.00% | −2,991−47.5% | Reduced |
| Virtu Financial LLC | 3,931 | $550.0K | 0.04% | −5,024−56.1% | Reduced |
| Wedbush Securities Inc | 6,568 | $919.0K | 0.04% | +40+0.6% | Added |
| LPL Financial LLC | 7,131 | $997.4K | 0.00% | −737−9.4% | Reduced |
| Old Mission Capital LLC | 9,091 | $1.27M | 0.05% | +6,518+253.3% | Added |
| Credit Suisse AG | 9,681 | $1.35M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,140 | $1.56M | 0.00% | −426−3.7% | Reduced |
| Royal Bank of Canada | 14,372 | $2.01M | 0.00% | +1,055+7.9% | Added |
| Belpointe Asset Management LLC | 19,706 | $2.76M | 0.29% | −31,461−61.5% | Reduced |
| 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 |