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 | $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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $144 | 0.00% | +1 | New |
| Wells Fargo & Company | 26 | $3.72K | 0.00% | +26 | Added |
| UBS Group AG | 58 | $8.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $20.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 412 | $59.7K | 0.00% | +412 | New |
| Advisor Group Holdings, Inc. | 428 | $62.0K | 0.00% | −1,457−77.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 484 | $70.1K | 0.00% | −90−15.7% | Reduced |
| JBR Co Financial Management Inc | 1,462 | $211.8K | 0.20% | +1,462 | New |
| National Asset Management, Inc. | 1,900 | $275.2K | 0.01% | −200−9.5% | Reduced |
| Weaver Consulting Group | 2,008 | $290.8K | 0.12% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,568 | $517.0K | 0.04% | −1,384−27.9% | Reduced |
| Change Path, LLC | 3,790 | $549.0K | 0.04% | +2,112+125.9% | Added |
| Susquehanna International Group, LLP | 3,830 | $554.7K | 0.00% | +3,830 | New |
| Belpointe Asset Management LLC | 6,348 | $919.4K | 0.08% | −4,288−40.3% | Reduced |
| LPL Financial LLC | 7,136 | $1.03M | 0.00% | +96+1.4% | Added |
| Wedbush Securities Inc | 8,585 | $1.24M | 0.06% | +2,057+31.5% | Added |
| Credit Suisse AG | 9,681 | $1.40M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,180 | $2.06M | 0.00% | +211+1.5% | Added |
| Jane Street Group, LLC | 15,136 | $2.19M | 0.00% | +945+6.7% | Added |
| Old Mission Capital LLC | 15,916 | $2.31M | 0.06% | +12,041+310.7% | Added |
| 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 |