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 2024
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 24
- +5 vs. Q3 2024
- Shares held
- 70.9K
- −20.7K (−22.6%) vs. Q3 2024
- Total value
- $10.9M
- +$1.85M (+20.5%) vs. Q3 2024
- New holders
- 6
- 7 more added
- Sold out
- 1
- 6 more reduced
Compare with Q3 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 | $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 2024
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 12,131 | $1.86M | 0.00% | −178−1.4% | Reduced |
| LPL Financial LLC | 10,560 | $1.62M | 0.00% | +731+7.4% | Added |
| Winnow Wealth LLC | 10,447 | $1.60M | 1.58% | +10,447 | New |
| Old Mission Capital LLC | 8,877 | $1.36M | 0.03% | +4,563+105.8% | Added |
| Change Path, LLC | 6,632 | $1.02M | 0.03% | +488+7.9% | Added |
| Virtu Financial LLC | 4,494 | $690.0K | 0.04% | −2,515−35.9% | Reduced |
| Belpointe Asset Management LLC | 4,243 | $650.6K | 0.04% | −29−0.7% | Reduced |
| Jane Street Group, LLC | 2,678 | $411.1K | 0.00% | −4,037−60.1% | Reduced |
| Susquehanna International Group, LLP | 2,487 | $381.8K | 0.00% | +732+41.7% | Added |
| Dover Advisors, LLC | 1,705 | $261.7K | 0.15% | +1,705 | New |
| Kestra Advisory Services, LLC | 1,702 | $261.3K | 0.00% | +1,702 | New |
| Weaver Consulting Group | 1,533 | $235.3K | 0.07% | −287−15.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,521 | $233.5K | 0.02% | +75+5.2% | Added |
| Advisor Group Holdings, Inc. | 1,121 | $172.1K | 0.00% | +817+268.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $30.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 166 | $25.5K | 0.00% | −30−15.3% | Reduced |
| Global Retirement Partners, LLC | 145 | $22.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 109 | $16.7K | 0.01% | +109 | New |
| UBS Group AG | 86 | $13.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 42 | $6.45K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $4.61K | 0.00% | +30 | New |
| JPMorgan Chase & Co | 26 | $3.99K | 0.00% | +24+1,200.0% | Added |
| Tower Research Capital LLC (TRC) | 1 | $154 | 0.00% | +1 | New |
| Wells Fargo & Company | 1 | $123 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −35,015−100.0% | Sold out |