Skip to main content
Livermore
Livermore
ZHEN

Piper Sandler Companies

PIPR
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0001230245

No open-market purchases or sales by Piper Sandler Companies insiders were filed in the last 90 days; 422 institutions reported holding it in 13F filings for Q2 2026, worth $4.47B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Piper Sandler Companies as of Dec 31, 2021. 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
262
+23 vs. Q3 2021
Shares held
11.9M
+202.6K (+1.7%) vs. Q3 2021
Total value
$2.12B
+$503.0M (+31.1%) vs. Q3 2021
New holders
46
69 more added
Sold out
23
90 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PIPR 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.

Institutional holdersQ4 2021: 262 institutions
Q1 2021: 215 institutionsQ2 2021: 217 institutionsQ3 2021: 239 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 248 institutionsQ3 2022: 242 institutionsQ4 2022: 245 institutionsQ1 2023: 247 institutionsQ2 2023: 234 institutionsQ3 2023: 240 institutionsQ4 2023: 258 institutionsQ1 2024: 284 institutionsQ2 2024: 311 institutionsQ3 2024: 334 institutionsQ4 2024: 350 institutionsQ1 2025: 358 institutionsQ2 2025: 357 institutionsQ3 2025: 382 institutionsQ4 2025: 419 institutionsQ1 2026: 393 institutionsQ2 2026: 422 institutions
Value heldQ4 2021: $2.12B
Q1 2021: $1.31BQ2 2021: $1.53BQ3 2021: $1.62BQ4 2021: $2.12BQ1 2022: $1.58BQ2 2022: $1.33BQ3 2022: $1.21BQ4 2022: $1.50BQ1 2023: $1.65BQ2 2023: $1.56BQ3 2023: $1.82BQ4 2023: $2.25BQ1 2024: $2.62BQ2 2024: $3.15BQ3 2024: $4.02BQ4 2024: $4.28BQ1 2025: $3.53BQ2 2025: $4.17BQ3 2025: $5.14BQ4 2025: $5.16BQ1 2026: $4.59BQ2 2026: $4.47B
Institutions holding PIPR and their total value by quarter
QuarterHoldersValue
Q2 2026422$4.47B
Q1 2026393$4.59B
Q4 2025419$5.16B
Q3 2025382$5.14B
Q2 2025357$4.17B
Q1 2025358$3.53B
Q4 2024350$4.28B
Q3 2024334$4.02B
Q2 2024311$3.15B
Q1 2024284$2.62B
Q4 2023258$2.25B
Q3 2023240$1.82B
Q2 2023234$1.56B
Q1 2023247$1.65B
Q4 2022245$1.50B
Q3 2022242$1.21B
Q2 2022248$1.33B
Q1 2022261$1.58B
Q4 2021262$2.12B
Q3 2021239$1.62B
Q2 2021217$1.53B
Q1 2021215$1.31B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2021.

Institutions holding PIPR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%00.0%Unchanged
Baystate Wealth Management LLC1$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$00.00%−2−50.0%Reduced
Parallel Advisors, LLC1$00.00%−1−50.0%Reduced
American Portfolios Advisors1$1790.00%00.0%Unchanged
Global Financial Private Client, LLC4$7140.00%00.0%Unchanged
Clearview Wealth Advisors LLC0$1.00K0.00%−15−100.0%Reduced
HM Payson & Co6$1.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$1.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$1.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC3$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$1.00K0.00%+7New
Schubert & Co5$1.00K0.00%+5New
Bourgeon Capital Management LLC12$2.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC12$2.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$2.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC9$2.00K0.00%00.0%Unchanged
Signaturefd, LLC10$2.00K0.00%+10New
Covestor Ltd10$2.00K0.00%+10New
Concorde Financial Corp10$2.00K0.00%+10New
Prestige Wealth Management Group LLC19$3.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC15$3.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC16$3.00K0.00%+16New
Sageworth Trust Co20$4.00K0.00%−70−77.8%Reduced
Atwood & Palmer Inc20$4.00K0.00%00.0%Unchanged
Bessemer Group Inc25$4.00K0.00%00.0%Unchanged
Surevest, LLC24$4.00K0.00%+24New
McCarthy Grittinger Financial Group, LLC23$4.11K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC28$5.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.30$5.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC34$6.00K0.00%−12−26.1%Reduced
Bell Investment Advisors, Inc31$6.00K0.00%+31New
First Community Trust NA34$6.07K0.01%+34New
Vigilant Capital Management, LLC40$7.00K0.00%00.0%Unchanged
Ancora Advisors, LLC39$7.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC41$7.00K0.00%+41New
Loring Wolcott & Coolidge Fiduciary Advisors LLP45$8.00K0.00%00.0%Unchanged
Front Row Advisors LLC43$8.00K0.00%−2−4.4%Reduced
Stephens Inc50$9.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc52$9.00K0.00%00.0%Unchanged
Toronto Dominion Bank54$9.00K0.00%+2+3.8%Added
Smithfield Trust Co50$9.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc53$9.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC53$9.00K0.00%00.0%Unchanged
Spire Wealth Management52$9.00K0.00%+1+2.0%Added
National Bank of Canada58$10.0K0.00%+58New
Parkside Financial Bank & Trust63$11.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota64$11.0K0.02%+64New
Snowden Capital Advisors LLC78$13.0K0.00%+78New
TCI Wealth Advisors, Inc.76$14.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC86$15.0K0.00%+22+34.4%Added
Financial Perspectives, Inc103$18.4K0.01%00.0%Unchanged
First PREMIER Bank104$19.0K0.00%00.0%Unchanged
Lee Financial Co115$21.0K0.00%−5−4.2%Reduced
Versant Capital Management, Inc125$22.0K0.01%00.0%Unchanged
Evoke Wealth, LLC168$30.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC200$36.0K0.07%+200New
Private Capital Group, LLC206$37.0K0.01%00.0%Unchanged
CKW Financial Group205$40.0K0.01%00.0%Unchanged
CWM, LLC263$47.0K0.00%+263New
Quadrant Capital Group LLC275$49.0K0.01%+40+17.0%Added
Lazard Asset Management LLC313$55.0K0.00%00.0%Unchanged
Harbour Investments, Inc.334$60.0K0.00%−159−32.3%Reduced
Geneos Wealth Management Inc.367$65.0K0.00%00.0%Unchanged
Proequities, Inc.396$71.0K0.00%+19+5.0%Added
FMR LLC405$72.0K0.00%+238+142.5%Added
Sutton Wealth Advisors Inc.465$83.0K0.03%−63−11.9%Reduced
Federated Hermes, Inc.509$91.0K0.00%−816−61.6%Reduced
South State Corp.515$92.0K0.01%00.0%Unchanged
Signet Financial Management, LLC545$97.0K0.01%+545New
Missouri Trust & Investment Co611$109.0K0.06%+611New
Fifth Third Bancorp632$113.0K0.00%+9+1.4%Added
USA Financial Portformulas Corp668$119.0K0.10%+668New
Investors Research Corp700$125.0K0.04%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)700$126.0K0.00%00.0%Unchanged
First Manhattan Co800$142.0K0.00%00.0%Unchanged
Macquarie Group Ltd829$148.0K0.00%−123−12.9%Reduced
D. E. Shaw & Co., Inc.1,140$204.0K0.00%−6,791−85.6%Reduced
Man Group plc1,162$207.0K0.00%−460−28.4%Reduced
Coldstream Capital Management Inc1,206$215.0K0.01%+1,206New
Cambridge Investment Research Advisors, Inc.1,210$216.0K0.00%+1,210New
Ritholtz Wealth Management1,245$222.0K0.01%+1,245New
Crossmark Global Holdings, Inc.1,250$223.0K0.00%+1,250New
Qtron Investments LLC1,249$223.0K0.05%+1,249New
Cornerstone Investment Partners, LLC1,271$227.0K0.01%+1,271New
Parcion Private Wealth LLC1,361$228.0K0.02%00.0%Unchanged
Versor Investments LP1,300$232.0K0.01%+1,300New
Flagship Harbor Advisors, LLC1,309$234.0K0.02%+1,309New
Canandaigua National Corp1,335$238.0K0.04%−167−11.1%Reduced
Ameritas Investment Partners, Inc.1,341$239.0K0.01%00.0%Unchanged
D.A. Davidson & Co.1,352$241.0K0.00%+1,352New
Tarbox Family Office, Inc.1,353$242.0K0.04%00.0%Unchanged
Commerce Bank1,359$242.0K0.00%+1,359New
Profund Advisors LLC1,415$253.0K0.01%−118−7.7%Reduced
Captrust Financial Advisors1,434$256.0K0.00%+86+6.4%Added
Washington Trust Bank1,435$256.0K0.02%+1,435New
Mackenzie Financial Corp1,457$260.0K0.00%−325−18.2%Reduced
Obermeyer Wood Investment Counsel, LLLP1,469$262.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.1,482$264.0K0.00%−127−7.9%Reduced
Russell Investments Group, Ltd.1,498$269.0K0.00%−558−27.1%Reduced