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
- 6 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 | $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 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $8.69K | 0.00% | +50 | New |
| Federation des caisses Desjardins du Quebec | 73 | $12.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 80 | $14.0K | 0.00% | +80 | New |
| Aventura Private Wealth, LLC | 109 | $18.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 117 | $20.0K | 0.00% | +87+290.0% | Added |
| Global Retirement Partners, LLC | 145 | $25.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 190 | $33.0K | 0.00% | +14+8.0% | Added |
| Parkside Financial Bank & Trust | 300 | $52.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 855 | $148.6K | 0.00% | +855 | New |
| Decision Investments, Inc | 1,296 | $225.2K | 0.25% | +1,296 | New |
| Mutual Advisors, LLC | 1,368 | $237.7K | 0.01% | −400−22.6% | Reduced |
| Citadel Advisors LLC | 1,388 | $241.2K | 0.00% | +1,388 | New |
| Cetera Investment Advisers | 1,807 | $314.0K | 0.00% | +249+16.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,751 | $477.9K | 0.03% | −988−26.4% | Reduced |
| Tactive Advisors, LLC | 2,820 | $490.0K | 0.14% | +2,820 | New |
| Jane Street Group, LLC | 3,013 | $523.5K | 0.00% | +3,013 | New |
| Madden Securities Corp | 3,165 | $549.9K | 0.17% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,208 | $557.4K | 0.22% | −2,399−42.8% | Reduced |
| Kestra Advisory Services, LLC | 3,507 | $609.3K | 0.00% | +253+7.8% | Added |
| Oakmont Advisory Group, LLC | 4,592 | $797.8K | 0.85% | +4,592 | New |
| Private Advisor Group, LLC | 6,612 | $1.15M | 0.01% | +3,437+108.3% | Added |
| Claris Financial LLC | 6,726 | $1.17M | 0.62% | −739−9.9% | Reduced |
| Oasis Advisors, LLC | 7,186 | $1.25M | 0.66% | +7,186 | New |
| Brinker Capital Investments, LLC | 7,391 | $1.28M | 0.01% | −57−0.8% | Reduced |
| Winnow Wealth LLC | 8,644 | $1.50M | 1.11% | −815−8.6% | Reduced |
| Change Path, LLC | 9,494 | $1.65M | 0.04% | +1,127+13.5% | Added |
| Advisor Group Holdings, Inc. | 12,375 | $2.15M | 0.00% | +308+2.6% | Added |
| LPL Financial LLC | 15,251 | $2.65M | 0.00% | +1,689+12.5% | Added |
| Royal Bank of Canada | 17,389 | $3.02M | 0.00% | +1,010+6.2% | Added |
| 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 |