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, Q2 2023
Institutional positions in Piper Sandler Companies as of Jun 30, 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
- 234
- −13 vs. Q1 2023
- Shares held
- 12.1M
- +198.4K (+1.7%) vs. Q1 2023
- Total value
- $1.56B
- −$91.0M (−5.5%) vs. Q1 2023
- New holders
- 24
- 74 more added
- Sold out
- 37
- 73 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −47−97.9% | Reduced |
| Comerica Bank | 52,484 | $0 | 0.00% | +52,484 | New |
| Huntington National Bank | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $259 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 3 | $388 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $416 | 0.00% | −1−25.0% | Reduced |
| Disciplined Investments, LLC | 4 | $517 | 0.00% | −2−33.3% | Reduced |
| Global Financial Private Client, LLC | 4 | $526 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $567 | 0.00% | +4 | New |
| Lindbrook Capital, LLC | 5 | $646 | 0.00% | −12−70.6% | Reduced |
| IFP Advisors, Inc | 9 | $674 | 0.00% | +9 | New |
| HM Payson & Co | 6 | $776 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $777 | 0.00% | −1−14.3% | Reduced |
| Johnson Financial Group, Inc. | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.03K | 0.00% | +2+33.3% | Added |
| Laurel Wealth Advisors LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $1.29K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.29K | 0.00% | +10 | New |
| Horan Securities, Inc. | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $1.94K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $2.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.33K | 0.00% | −1−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $2.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.84K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 23 | $2.97K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $3.89K | 0.00% | +19+172.7% | Added |
| First Community Trust NA | 34 | $4.39K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $4.39K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 35 | $4.52K | 0.00% | +9+34.6% | Added |
| Hexagon Capital Partners LLC | 36 | $4.65K | 0.00% | −5−12.2% | Reduced |
| Allworth Financial LP | 37 | $4.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 36 | $5.00K | 0.00% | +11+44.0% | Added |
| Parkside Financial Bank & Trust | 44 | $5.69K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $5.82K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 49 | $6.00K | 0.00% | +49 | New |
| Signaturefd, LLC | 50 | $6.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $6.46K | 0.00% | +50 | New |
| Cherry Tree Wealth Management, LLC | 50 | $6.46K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 52 | $6.72K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 53 | $6.85K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $7.30K | 0.00% | −7−11.1% | Reduced |
| Parallel Advisors, LLC | 59 | $7.63K | 0.00% | −32−35.2% | Reduced |
| Bogart Wealth, LLC | 80 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 85 | $11.0K | 0.00% | +50+142.9% | Added |
| Ronald Blue Trust, Inc. | 82 | $11.0K | 0.00% | −68−45.3% | Reduced |
| National Bank of Canada | 87 | $11.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $13.2K | 0.00% | +1+1.0% | Added |
| Financial Perspectives, Inc | 103 | $13.3K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 133 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 186 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $24.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 203 | $26.2K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 212 | $27.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 293 | $37.9K | 0.00% | +32+12.3% | Added |
| Aquatic Capital Management LLC | 300 | $39.0K | 0.00% | +100+50.0% | Added |
| CWM, LLC | 307 | $40.0K | 0.00% | +12+4.1% | Added |
| Harbour Investments, Inc. | 383 | $49.5K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 390 | $50.4K | 0.00% | +390 | New |
| Stephens Inc | 403 | $52.1K | 0.00% | +353+706.0% | Added |
| Tower Research Capital LLC (TRC) | 431 | $55.7K | 0.00% | −87−16.8% | Reduced |
| South State Corp. | 594 | $76.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 597 | $77.2K | 0.00% | −44−6.9% | Reduced |
| Investors Research Corp | 700 | $90.5K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 941 | $121.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,107 | $143.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,434 | $185.4K | 0.01% | +93+6.9% | Added |
| Farmers & Merchants Investments Inc | 1,610 | $208.1K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,649 | $213.1K | 0.02% | −128−7.2% | Reduced |
| Pictet Asset Management SA | 1,699 | $219.6K | 0.00% | −332−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,864 | $241.3K | 0.00% | +41+2.2% | Added |
| Amundi | 1,886 | $247.8K | 0.00% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,942 | $251.0K | 0.01% | +1+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,955 | $252.7K | 0.03% | +1,955 | New |
| Lido Advisors, LLC | 2,035 | $263.0K | 0.00% | −9−0.4% | Reduced |
| Destination Wealth Management | 2,048 | $264.7K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,051 | $265.1K | 0.03% | +2,051 | New |
| HighTower Advisors, LLC | 2,093 | $270.0K | 0.00% | +2,093 | New |
| Allianz Asset Management GmbH | 2,100 | $271.4K | 0.00% | +2,100 | New |
| Schulhoff & Co Inc | 2,111 | $272.9K | 0.13% | −10.0% | Reduced |
| Bank of Montreal | 2,051 | $285.6K | 0.00% | −1,152−36.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,230 | $288.0K | 0.00% | +131+6.2% | Added |
| Captrust Financial Advisors | 2,271 | $293.5K | 0.00% | −159−6.5% | Reduced |
| LPL Financial LLC | 2,293 | $296.4K | 0.00% | +147+6.8% | Added |
| Public Employees Retirement Association of Colorado | 2,346 | $303.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,430 | $314.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2,504 | $323.7K | 0.00% | −193−7.2% | Reduced |
| Putnam Investments LLC | 2,614 | $337.9K | 0.00% | +182+7.5% | Added |
| Regions Financial Corp | 2,621 | $338.8K | 0.00% | −19−0.7% | Reduced |