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, Q2 2026
Institutional positions in Credit Suisse AG as of Jun 30, 2026. 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
- 33
- 0 vs. Q1 2026
- Shares held
- 144.1K
- −138.1K (−48.9%) vs. Q1 2026
- Total value
- $20.4M
- −$26.5M (−56.6%) vs. Q1 2026
- New holders
- 6
- 12 more added
- Sold out
- 6
- 9 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $123 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $141 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 73 | $10.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 109 | $15.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 115 | $16.2K | 0.00% | −21−15.4% | Reduced |
| Global Retirement Partners, LLC | 145 | $20.4K | 0.00% | +145 | New |
| EverSource Wealth Advisors, LLC | 213 | $29.9K | 0.00% | +213 | New |
| IMA Wealth, Inc. | 275 | $38.7K | 0.00% | +275 | New |
| Steward Partners Investment Advisory, LLC | 552 | $77.6K | 0.00% | +102+22.7% | Added |
| UBS Group AG | 855 | $120.2K | 0.00% | +846+9,400.0% | Added |
| HB Wealth Management, LLC | 1,760 | $247.4K | 0.00% | +1,760 | New |
| Cetera Investment Advisers | 1,826 | $256.6K | 0.00% | −1−0.1% | Reduced |
| Decision Investments, Inc | 2,051 | $288.3K | 0.26% | +730+55.3% | Added |
| Oasis Advisors, LLC | 2,491 | $350.1K | 0.23% | −131,285−98.1% | Reduced |
| HRT Financial LP | 2,688 | $377.0K | 0.00% | +2,688 | New |
| Jane Street Group, LLC | 2,884 | $405.3K | 0.00% | −9,635−77.0% | Reduced |
| Mutual Advisors, LLC | 3,127 | $439.5K | 0.01% | +1,154+58.5% | Added |
| Tactive Advisors, LLC | 3,219 | $452.4K | 0.11% | +392+13.9% | Added |
| Kestra Advisory Services, LLC | 3,507 | $492.9K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 3,960 | $556.6K | 0.47% | −1,032−20.7% | Reduced |
| Dover Advisors, LLC | 3,208 | $557.4K | 0.23% | −279−8.0% | Reduced |
| Old Mission Capital LLC | 5,452 | $766.3K | 0.02% | +1,979+57.0% | Added |
| Dynamic Advisor Solutions LLC | 6,685 | $939.6K | 0.03% | +3,567+114.4% | Added |
| Private Advisor Group, LLC | 7,060 | $992.3K | 0.00% | +273+4.0% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 7,064 | $992.9K | 0.68% | +1,335+23.3% | Added |
| Change Path, LLC | 9,281 | $1.30M | 0.03% | −1,587−14.6% | Reduced |
| Winnow Wealth LLC | 9,395 | $1.32M | 0.90% | +1,332+16.5% | Added |
| Advisor Group Holdings, Inc. | 12,544 | $1.76M | 0.00% | −1,862−12.9% | Reduced |
| LPL Financial LLC | 16,818 | $2.36M | 0.00% | +2,085+14.2% | Added |
| Royal Bank of Canada | 17,695 | $2.49M | 0.00% | −111−0.6% | Reduced |
| Madden Securities Corp | 18,885 | $2.65M | 0.74% | +6,320+50.3% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Weaver Consulting Group | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Claris Financial LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |