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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 422 | $4.47B |
| Q1 2026 | 393 | $4.59B |
| Q4 2025 | 419 | $5.16B |
| Q3 2025 | 382 | $5.14B |
| Q2 2025 | 357 | $4.17B |
| Q1 2025 | 358 | $3.53B |
| Q4 2024 | 350 | $4.28B |
| Q3 2024 | 334 | $4.02B |
| Q2 2024 | 311 | $3.15B |
| Q1 2024 | 284 | $2.62B |
| Q4 2023 | 258 | $2.25B |
| Q3 2023 | 240 | $1.82B |
| Q2 2023 | 234 | $1.56B |
| Q1 2023 | 247 | $1.65B |
| Q4 2022 | 245 | $1.50B |
| Q3 2022 | 242 | $1.21B |
| Q2 2022 | 248 | $1.33B |
| Q1 2022 | 261 | $1.58B |
| Q4 2021 | 262 | $2.12B |
| Q3 2021 | 239 | $1.62B |
| Q2 2021 | 217 | $1.53B |
| Q1 2021 | 215 | $1.31B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 313 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 275 | $49.0K | 0.01% | +40+17.0% | Added |
| CWM, LLC | 263 | $47.0K | 0.00% | +263 | New |
| CKW Financial Group | 205 | $40.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 206 | $37.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $36.0K | 0.07% | +200 | New |
| Evoke Wealth, LLC | 168 | $30.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 115 | $21.0K | 0.00% | −5−4.2% | Reduced |
| First PREMIER Bank | 104 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $18.4K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 86 | $15.0K | 0.00% | +22+34.4% | Added |
| TCI Wealth Advisors, Inc. | 76 | $14.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 78 | $13.0K | 0.00% | +78 | New |
| Parkside Financial Bank & Trust | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 64 | $11.0K | 0.02% | +64 | New |
| National Bank of Canada | 58 | $10.0K | 0.00% | +58 | New |
| Stephens Inc | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 54 | $9.00K | 0.00% | +2+3.8% | Added |
| Smithfield Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 52 | $9.00K | 0.00% | +1+2.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 43 | $8.00K | 0.00% | −2−4.4% | Reduced |
| Vigilant Capital Management, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $7.00K | 0.00% | +41 | New |
| First Community Trust NA | 34 | $6.07K | 0.01% | +34 | New |
| Gemmer Asset Management LLC | 34 | $6.00K | 0.00% | −12−26.1% | Reduced |
| Bell Investment Advisors, Inc | 31 | $6.00K | 0.00% | +31 | New |
| Tradewinds Capital Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 23 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 20 | $4.00K | 0.00% | −70−77.8% | Reduced |
| Atwood & Palmer Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Bourgeon Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Covestor Ltd | 10 | $2.00K | 0.00% | +10 | New |
| Concorde Financial Corp | 10 | $2.00K | 0.00% | +10 | New |
| Clearview Wealth Advisors LLC | 0 | $1.00K | 0.00% | −15−100.0% | Reduced |
| HM Payson & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 4 | $714 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |