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, Q4 2023
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 21
- +1 vs. Q3 2023
- Shares held
- 95.3K
- +15.5K (+19.4%) vs. Q3 2023
- Total value
- $13.8M
- +$3.12M (+29.2%) vs. Q3 2023
- New holders
- 4
- 7 more added
- Sold out
- 3
- 5 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old Mission Capital LLC | 15,916 | $2.31M | 0.06% | +12,041+310.7% | Added |
| Jane Street Group, LLC | 15,136 | $2.19M | 0.00% | +945+6.7% | Added |
| Royal Bank of Canada | 14,180 | $2.06M | 0.00% | +211+1.5% | Added |
| Credit Suisse AG | 9,681 | $1.40M | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,585 | $1.24M | 0.06% | +2,057+31.5% | Added |
| LPL Financial LLC | 7,136 | $1.03M | 0.00% | +96+1.4% | Added |
| Belpointe Asset Management LLC | 6,348 | $919.4K | 0.08% | −4,288−40.3% | Reduced |
| Susquehanna International Group, LLP | 3,830 | $554.7K | 0.00% | +3,830 | New |
| Change Path, LLC | 3,790 | $549.0K | 0.04% | +2,112+125.9% | Added |
| Virtu Financial LLC | 3,568 | $517.0K | 0.04% | −1,384−27.9% | Reduced |
| Weaver Consulting Group | 2,008 | $290.8K | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,900 | $275.2K | 0.01% | −200−9.5% | Reduced |
| JBR Co Financial Management Inc | 1,462 | $211.8K | 0.20% | +1,462 | New |
| Federation des caisses Desjardins du Quebec | 484 | $70.1K | 0.00% | −90−15.7% | Reduced |
| Advisor Group Holdings, Inc. | 428 | $62.0K | 0.00% | −1,457−77.3% | Reduced |
| Principal Securities, Inc. | 412 | $59.7K | 0.00% | +412 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $20.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 58 | $8.40K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 26 | $3.72K | 0.00% | +26 | Added |
| JPMorgan Chase & Co | 2 | $288 | 0.00% | +2 | New |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |