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 2022
Institutional positions in Piper Sandler Companies as of Dec 31, 2022. 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
- 245
- +8 vs. Q3 2022
- Shares held
- 11.5M
- −39.4K (−0.3%) vs. Q3 2022
- Total value
- $1.50B
- +$290.3M (+24.0%) vs. Q3 2022
- New holders
- 32
- 79 more added
- Sold out
- 24
- 72 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $260 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2 | $260 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2 | $260 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 2 | $260 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $521 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6 | $781 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $781 | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 6 | $781 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $911 | 0.00% | +3+75.0% | Added |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | −13−65.0% | Reduced |
| Dakota Community Bank & Trust NA | 10 | $1.00K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $1.06K | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.37K | 0.00% | +10 | New |
| Bourgeon Capital Management LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 12 | $1.56K | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 13 | $1.69K | 0.00% | +13 | New |
| Schubert & Co | 15 | $1.95K | 0.00% | −1−6.3% | Reduced |
| Sageworth Trust Co of South Dakota | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $2.08K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $2.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $2.21K | 0.00% | +12+240.0% | Added |
| Allworth Financial LP | 17 | $2.21K | 0.00% | +16+1,600.0% | Added |
| Northwestern Mutual Wealth Management Co | 19 | $2.47K | 0.00% | +19 | New |
| Versant Capital Management, Inc | 21 | $2.73K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $3.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $3.67K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 28 | $4.00K | 0.00% | +28 | New |
| Fiduciary Alliance LLC | 34 | $4.43K | 0.00% | +34 | New |
| Geneos Wealth Management Inc. | 35 | $4.58K | 0.00% | −13−27.1% | Reduced |
| TCI Wealth Advisors, Inc. | 37 | $4.82K | 0.00% | −90−70.9% | Reduced |
| IFP Advisors, Inc | 52 | $5.00K | 0.00% | −25−32.5% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $5.34K | 0.00% | +22+115.8% | Added |
| Hexagon Capital Partners LLC | 42 | $5.47K | 0.00% | +8+23.5% | Added |
| Parkside Financial Bank & Trust | 44 | $5.73K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $5.86K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 26 | $5.94K | 0.00% | +26 | New |
| Stephens Inc | 50 | $6.51K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $6.51K | 0.00% | +8+19.0% | Added |
| Salem Investment Counselors Inc | 52 | $6.77K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 53 | $6.90K | 0.00% | +53 | New |
| Toronto Dominion Bank | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 52 | $7.00K | 0.00% | +5+10.6% | Added |
| Bell Investment Advisors, Inc | 59 | $7.68K | 0.00% | +26+78.8% | Added |
| Ellevest, Inc. | 65 | $8.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 69 | $9.00K | 0.00% | +14+25.5% | Added |
| Bogart Wealth, LLC | 80 | $10.4K | 0.00% | +80 | New |
| Trust Co of Vermont | 86 | $11.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 88 | $11.5K | 0.00% | +88 | New |
| STRS Ohio | 100 | $13.0K | 0.00% | +100 | New |
| Money Concepts Capital Corp | 100 | $13.0K | 0.00% | +100 | New |
| U.S. Capital Wealth Advisors, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 101 | $13.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $13.4K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 125 | $16.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 125 | $16.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 133 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 138 | $18.0K | 0.00% | −1,137−89.2% | Reduced |
| Parallel Advisors, LLC | 173 | $22.5K | 0.00% | +157+981.3% | Added |
| BerganKDV Wealth Management, LLC | 191 | $24.9K | 0.00% | −64−25.1% | Reduced |
| Ronald Blue Trust, Inc. | 247 | $26.0K | 0.00% | +122+97.6% | Added |
| Belpointe Asset Management LLC | 206 | $26.8K | 0.00% | +206 | New |
| Steward Partners Investment Advisory, LLC | 227 | $29.6K | 0.00% | +174+328.3% | Added |
| Quadrant Capital Group LLC | 263 | $34.2K | 0.00% | −145−35.5% | Reduced |
| High Net Worth Advisory Group LLC | 264 | $34.4K | 0.01% | +264 | New |
| Comerica Securities,inc. | 266 | $34.6K | 0.00% | +266 | New |
| GWM Advisors LLC | 297 | $38.7K | 0.00% | +297 | New |
| CWM, LLC | 306 | $40.0K | 0.00% | +4+1.3% | Added |
| Harbour Investments, Inc. | 383 | $49.9K | 0.00% | −21−5.2% | Reduced |
| Missouri Trust & Investment Co | 406 | $53.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 466 | $60.7K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 572 | $74.5K | 0.00% | −20,467−97.3% | Reduced |
| South State Corp. | 594 | $77.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 612 | $79.7K | 0.00% | −19,818−97.0% | Reduced |
| Fifth Third Bancorp | 619 | $80.6K | 0.00% | −10−1.6% | Reduced |
| Investors Research Corp | 700 | $91.1K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 800 | $104.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 946 | $123.0K | 0.10% | +921+3,684.0% | Added |
| SG Americas Securities, LLC | 1,094 | $142.0K | 0.00% | −4,235−79.5% | Reduced |
| Metropolitan Life Insurance Co | 1,093 | $142.3K | 0.01% | +83+8.2% | Added |
| Simplex Trading, LLC | 1,321 | $171.0K | 0.01% | +1,321 | New |
| KBC Group NV | 1,396 | $182.0K | 0.00% | −855−38.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,341 | $186.6K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,551 | $201.9K | 0.00% | +1,551 | New |
| Farmers & Merchants Investments Inc | 1,610 | $209.6K | 0.01% | 00.0% | Unchanged |