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, Q3 2024
Institutional positions in Credit Suisse AG as of Sep 30, 2024. 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
- 19
- +2 vs. Q2 2024
- Shares held
- 91.6K
- +31.1K (+51.3%) vs. Q2 2024
- Total value
- $9.03M
- +$115.4K (+1.3%) vs. Q2 2024
- New holders
- 3
- 4 more added
- Sold out
- 1
- 7 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $127 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 42 | $6.54K | 0.00% | +42 | New |
| UBS Group AG | 86 | $13.4K | 0.00% | −2−2.3% | Reduced |
| Global Retirement Partners, LLC | 145 | $22.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 196 | $30.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $31.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 304 | $47.3K | 0.00% | −360−54.2% | Reduced |
| International Assets Investment Management, LLC | 35,015 | $225.0K | 0.00% | +35,015 | New |
| Jaffetilchin Investment Partners, LLC | 1,446 | $225.0K | 0.02% | +1,446 | New |
| Susquehanna International Group, LLP | 1,755 | $273.1K | 0.00% | +104+6.3% | Added |
| Weaver Consulting Group | 1,820 | $283.2K | 0.09% | −26−1.4% | Reduced |
| Belpointe Asset Management LLC | 4,272 | $664.8K | 0.04% | −827−16.2% | Reduced |
| Old Mission Capital LLC | 4,314 | $671.3K | 0.01% | −4−0.1% | Reduced |
| Change Path, LLC | 6,144 | $956.2K | 0.03% | +371+6.4% | Added |
| Jane Street Group, LLC | 6,715 | $1.04M | 0.00% | −8,126−54.8% | Reduced |
| Virtu Financial LLC | 7,009 | $1.09M | 0.06% | +3,688+111.1% | Added |
| LPL Financial LLC | 9,829 | $1.53M | 0.00% | +1,500+18.0% | Added |
| Royal Bank of Canada | 12,309 | $1.92M | 0.00% | −305−2.4% | Reduced |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |