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, Q1 2023
Institutional positions in Piper Sandler Companies as of Mar 31, 2023. 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
- 247
- +4 vs. Q4 2022
- Shares held
- 11.9M
- +431.7K (+3.8%) vs. Q4 2022
- Total value
- $1.65B
- +$154.6M (+10.3%) vs. Q4 2022
- New holders
- 37
- 69 more added
- Sold out
- 33
- 79 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $139 | 0.00% | −25−96.2% | Reduced |
| Huntington National Bank | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2 | $278 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $547 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $554 | 0.00% | +4 | New |
| First Horizon Advisors, Inc. | 6 | $831 | 0.00% | −4−40.0% | Reduced |
| HM Payson & Co | 6 | $832 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $832 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $832 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $972 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $1.39K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $1.52K | 0.00% | −286−96.3% | Reduced |
| Horan Securities, Inc. | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13 | $1.80K | 0.00% | +13 | New |
| Highlander Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $2.08K | 0.00% | −212−93.4% | Reduced |
| Schubert & Co | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 17 | $2.36K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 17 | $2.36K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 19 | $2.63K | 0.00% | −22−53.7% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $2.63K | 0.00% | +2+11.8% | Added |
| Sageworth Trust Co | 20 | $2.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.05K | 0.00% | −37−62.7% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 23 | $3.19K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $3.33K | 0.00% | −16,347−99.9% | Reduced |
| Massmutual Trust Co FSB | 26 | $3.60K | 0.00% | +19+271.4% | Added |
| US Asset Management LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $4.71K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $4.85K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $5.13K | 0.00% | +20+117.6% | Added |
| Hexagon Capital Partners LLC | 41 | $5.68K | 0.00% | −1−2.4% | Reduced |
| Parkside Financial Bank & Trust | 44 | $6.10K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 44 | $6.10K | 0.00% | +44 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $6.24K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 50 | $6.93K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $6.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $7.00K | 0.01% | −898−94.9% | Reduced |
| Toronto Dominion Bank | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 53 | $7.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $8.77K | 0.00% | −6−8.7% | Reduced |
| Ellevest, Inc. | 65 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $11.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 82 | $11.4K | 0.00% | +45+121.6% | Added |
| Trust Co of Vermont | 86 | $11.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 87 | $12.0K | 0.00% | −38−30.4% | Reduced |
| ICA Group Wealth Management, LLC | 88 | $12.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $12.6K | 0.00% | −82−47.4% | Reduced |
| Global Retirement Partners, LLC | 101 | $12.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $14.3K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 133 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 150 | $20.0K | 0.00% | −97−39.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 186 | $25.8K | 0.00% | +71+61.7% | Added |
| Bartlett & Co. LLC | 186 | $26.0K | 0.00% | +71+61.7% | Added |
| Aquatic Capital Management LLC | 200 | $28.0K | 0.00% | +200 | New |
| Missouri Trust & Investment Co | 203 | $28.1K | 0.02% | −203−50.0% | Reduced |
| WealthPLAN Partners, LLC | 212 | $29.4K | 0.00% | +212 | New |
| Quadrant Capital Group LLC | 261 | $36.2K | 0.00% | −2−0.8% | Reduced |
| CWM, LLC | 295 | $41.0K | 0.00% | −11−3.6% | Reduced |
| Belpointe Asset Management LLC | 344 | $47.7K | 0.00% | +138+67.0% | Added |
| Harbour Investments, Inc. | 383 | $53.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 434 | $60.2K | 0.02% | +434 | New |
| Tower Research Capital LLC (TRC) | 518 | $72.0K | 0.00% | +380+275.4% | Added |
| South State Corp. | 594 | $82.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 641 | $88.8K | 0.00% | +22+3.6% | Added |
| Investors Research Corp | 700 | $97.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 800 | $110.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 941 | $130.4K | 0.01% | −152−13.9% | Reduced |
| Dark Forest Capital Management LP | 967 | $134.0K | 0.03% | +967 | New |
| KBC Group NV | 1,107 | $153.0K | 0.00% | −289−20.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,341 | $185.9K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,459 | $202.2K | 0.00% | +1,459 | New |
| ExodusPoint Capital Management, LP | 1,461 | $203.0K | 0.00% | +1,461 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $203.6K | 0.02% | +1,469 | New |
| V Wealth Advisors LLC | 1,500 | $207.9K | 0.04% | +1,500 | New |
| Squarepoint Ops LLC | 1,557 | $215.8K | 0.00% | −6,959−81.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,610 | $223.2K | 0.01% | 00.0% | Unchanged |
| Man Group plc | – | $231.6K | 0.00% | – | New |
| Stifel Financial Corp | 1,708 | $236.7K | 0.00% | +1,708 | New |
| Vise Technologies, Inc. | 1,724 | $239.0K | 0.06% | −337−16.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,777 | $246.3K | 0.03% | −62−3.4% | Reduced |
| Amundi | 1,886 | $247.2K | 0.00% | +1,886 | New |
| Advisor Group Holdings, Inc. | 1,823 | $252.9K | 0.00% | −452−19.9% | Reduced |
| Truepoint, Inc. | 1,941 | $269.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,031 | $281.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,044 | $283.3K | 0.00% | +2,044 | New |