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 2025
Institutional positions in Credit Suisse AG as of Sep 30, 2025. 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
- 26
- +7 vs. Q2 2025
- Shares held
- 104.4K
- +41.4K (+65.7%) vs. Q2 2025
- Total value
- $17.5M
- +$7.49M (+74.7%) vs. Q2 2025
- New holders
- 8
- 12 more added
- Sold out
- 1
- 1 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 16,379 | $2.76M | 0.00% | +3,726+29.4% | Added |
| LPL Financial LLC | 13,562 | $2.29M | 0.00% | +756+5.9% | Added |
| Advisor Group Holdings, Inc. | 12,067 | $1.96M | 0.00% | +3,054+33.9% | Added |
| Winnow Wealth LLC | 9,459 | $1.60M | 1.25% | +9,459 | New |
| Change Path, LLC | 8,367 | $1.41M | 0.03% | +2,486+42.3% | Added |
| Claris Financial LLC | 7,465 | $1.26M | 0.71% | +3,434+85.2% | Added |
| Brinker Capital Investments, LLC | 7,448 | $1.26M | 0.01% | +7,448 | New |
| Dover Advisors, LLC | 5,607 | $945.5K | 0.38% | +238+4.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,739 | $630.5K | 0.04% | +174+4.9% | Added |
| Kestra Advisory Services, LLC | 3,254 | $548.7K | 0.00% | +1,552+91.2% | Added |
| Private Advisor Group, LLC | 3,175 | $535.4K | 0.00% | +3,175 | New |
| Madden Securities Corp | 3,165 | $533.7K | 0.16% | +910+40.4% | Added |
| UBS Group AG | 3,086 | $520.4K | 0.00% | +3,000+3,488.4% | Added |
| HRT Financial LP | 2,163 | $364.0K | 0.00% | +2,163 | New |
| Mutual Advisors, LLC | 1,768 | $301.0K | 0.01% | −2,031−53.5% | Reduced |
| Cetera Investment Advisers | 1,558 | $262.7K | 0.00% | +273+21.2% | Added |
| Belpointe Asset Management LLC | 1,218 | $205.4K | 0.01% | +1,218 | New |
| Parkside Financial Bank & Trust | 300 | $50.6K | 0.00% | +300 | New |
| CoreCap Advisors, LLC | 176 | $29.7K | 0.00% | +176 | New |
| Global Retirement Partners, LLC | 145 | $24.5K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 109 | $18.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 73 | $12.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 42 | $7.08K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Wells Fargo & Company | 1 | $209 | 0.00% | +1 | Added |
| JPMorgan Chase & Co | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |