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 2025
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 31
- +5 vs. Q3 2025
- Shares held
- 121.9K
- +17.5K (+16.8%) vs. Q3 2025
- Total value
- $21.2M
- +$3.65M (+20.9%) vs. Q3 2025
- New holders
- 9
- 9 more added
- Sold out
- 4
- 7 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 17,389 | $3.02M | 0.00% | +1,010+6.2% | Added |
| LPL Financial LLC | 15,251 | $2.65M | 0.00% | +1,689+12.5% | Added |
| Advisor Group Holdings, Inc. | 12,375 | $2.15M | 0.00% | +308+2.6% | Added |
| Change Path, LLC | 9,494 | $1.65M | 0.04% | +1,127+13.5% | Added |
| Winnow Wealth LLC | 8,644 | $1.50M | 1.11% | −815−8.6% | Reduced |
| Brinker Capital Investments, LLC | 7,391 | $1.28M | 0.01% | −57−0.8% | Reduced |
| Oasis Advisors, LLC | 7,186 | $1.25M | 0.66% | +7,186 | New |
| Claris Financial LLC | 6,726 | $1.17M | 0.62% | −739−9.9% | Reduced |
| Private Advisor Group, LLC | 6,612 | $1.15M | 0.01% | +3,437+108.3% | Added |
| Oakmont Advisory Group, LLC | 4,592 | $797.8K | 0.85% | +4,592 | New |
| Kestra Advisory Services, LLC | 3,507 | $609.3K | 0.00% | +253+7.8% | Added |
| Dover Advisors, LLC | 3,208 | $557.4K | 0.22% | −2,399−42.8% | Reduced |
| Madden Securities Corp | 3,165 | $549.9K | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,013 | $523.5K | 0.00% | +3,013 | New |
| Tactive Advisors, LLC | 2,820 | $490.0K | 0.14% | +2,820 | New |
| Jaffetilchin Investment Partners, LLC | 2,751 | $477.9K | 0.03% | −988−26.4% | Reduced |
| Cetera Investment Advisers | 1,807 | $314.0K | 0.00% | +249+16.0% | Added |
| Citadel Advisors LLC | 1,388 | $241.2K | 0.00% | +1,388 | New |
| Mutual Advisors, LLC | 1,368 | $237.7K | 0.01% | −400−22.6% | Reduced |
| Decision Investments, Inc | 1,296 | $225.2K | 0.25% | +1,296 | New |
| The PNC Financial Services Group, Inc. | 855 | $148.6K | 0.00% | +855 | New |
| Parkside Financial Bank & Trust | 300 | $52.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 190 | $33.0K | 0.00% | +14+8.0% | Added |
| Global Retirement Partners, LLC | 145 | $25.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 117 | $20.0K | 0.00% | +87+290.0% | Added |
| Aventura Private Wealth, LLC | 109 | $18.9K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 80 | $14.0K | 0.00% | +80 | New |
| Federation des caisses Desjardins du Quebec | 73 | $12.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $8.69K | 0.00% | +50 | New |
| Wells Fargo & Company | 1 | $202 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $177 | 0.00% | −1−50.0% | Reduced |
| UBS Group AG | 0 | $0 | 0.00% | −3,086−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −42−100.0% | Sold out |