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, Q3 2023
Institutional positions in Piper Sandler Companies as of Sep 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
- 240
- +7 vs. Q2 2023
- Shares held
- 12.6M
- +419.6K (+3.5%) vs. Q2 2023
- Total value
- $1.82B
- +$261.2M (+16.7%) vs. Q2 2023
- New holders
- 29
- 68 more added
- Sold out
- 22
- 79 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $0 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $436 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $582 | 0.00% | −33−89.2% | Reduced |
| HM Payson & Co | 6 | $872 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.02K | 0.00% | +1+16.7% | Added |
| Lindbrook Capital, LLC | 8 | $1.16K | 0.00% | +3+60.0% | Added |
| Johnson Financial Group, Inc. | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.31K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $1.45K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $1.60K | 0.00% | −19−63.3% | Reduced |
| Carmel Capital Partners, LLC | 12 | $1.74K | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 17 | $2.47K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $3.05K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21 | $3.05K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $3.20K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 24 | $3.49K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $3.49K | 0.00% | +24 | New |
| Hexagon Capital Partners LLC | 29 | $4.21K | 0.00% | −7−19.4% | Reduced |
| First Community Trust NA | 34 | $4.94K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36 | $5.00K | 0.00% | +36 | New |
| Bessemer Group Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 35 | $5.00K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 35 | $5.09K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $6.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 47 | $6.83K | 0.00% | +45+2,250.0% | Added |
| JNBA Financial Advisors | 50 | $7.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 50 | $7.27K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $7.41K | 0.00% | −1−1.9% | Reduced |
| Signaturefd, LLC | 51 | $7.41K | 0.00% | +1+2.0% | Added |
| Toronto Dominion Bank | 52 | $7.56K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 55 | $7.99K | 0.00% | +2+3.8% | Added |
| Spire Wealth Management | 57 | $8.24K | 0.00% | +1+1.8% | Added |
| Ronald Blue Trust, Inc. | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 87 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $14.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $15.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 103 | $15.0K | 0.00% | +44+74.6% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $16.1K | 0.00% | +96+640.0% | Added |
| Lee Financial Co | 133 | $19.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 147 | $21.4K | 0.00% | +62+72.9% | Added |
| Indiana Trust & Investment Management CO | 181 | $26.3K | 0.01% | +181 | New |
| Bartlett & Co. LLC | 186 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 188 | $27.3K | 0.00% | +188 | New |
| DHJJ Financial Advisors, Ltd. | 197 | $28.6K | 0.01% | +197 | New |
| Missouri Trust & Investment Co | 203 | $29.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 303 | $44.0K | 0.00% | −4−1.3% | Reduced |
| Quadrant Capital Group LLC | 380 | $55.2K | 0.01% | +87+29.7% | Added |
| Harbour Investments, Inc. | 383 | $55.7K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 390 | $56.7K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 403 | $58.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 493 | $71.6K | 0.00% | +62+14.4% | Added |
| KBC Group NV | 500 | $73.0K | 0.00% | −607−54.8% | Reduced |
| Fifth Third Bancorp | 557 | $80.9K | 0.00% | −40−6.7% | Reduced |
| South State Corp. | 594 | $86.3K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 700 | $101.7K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,000 | $145.3K | 0.01% | +59+6.3% | Added |
| UBS Group AG | 1,058 | $153.7K | 0.00% | −12,574−92.2% | Reduced |
| JustInvest LLC | 1,384 | $201.1K | 0.01% | +1,384 | New |
| Two Sigma Investments, LP | 1,400 | $203.4K | 0.00% | +1,400 | New |
| MML Investors Services, LLC | 1,463 | $213.0K | 0.00% | +1,463 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $213.5K | 0.02% | +1,469 | New |
| Capstone Investment Advisors, LLC | 1,470 | $213.6K | 0.01% | +1,470 | New |
| V Wealth Advisors LLC | 1,500 | $218.0K | 0.18% | +1,500 | New |
| Mount Yale Investment Advisors, LLC | 1,608 | $233.6K | 0.03% | −41−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,610 | $233.9K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,619 | $235.3K | 0.01% | +1,619 | New |
| Envestnet Portfolio Solutions, Inc. | 1,624 | $236.0K | 0.00% | +1,624 | New |
| Ameritas Investment Partners, Inc. | 1,725 | $250.7K | 0.01% | +291+20.3% | Added |
| M&T Bank Corp | 1,790 | $260.1K | 0.00% | −1,915−51.7% | Reduced |
| Amundi | 1,886 | $262.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,931 | $280.6K | 0.00% | +1,931 | New |
| Truepoint, Inc. | 1,943 | $282.3K | 0.01% | +1+0.1% | Added |
| Lido Advisors, LLC | 2,040 | $296.4K | 0.00% | +5+0.2% | Added |
| Destination Wealth Management | 2,048 | $297.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,117 | $305.0K | 0.00% | +24+1.1% | Added |
| Schulhoff & Co Inc | 2,111 | $306.7K | 0.16% | 00.0% | Unchanged |
| Bank of Montreal | 2,018 | $307.6K | 0.00% | −33−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 2,141 | $311.0K | 0.00% | −89−4.0% | Reduced |
| Public Employees Retirement Association of Colorado | 2,346 | $341.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,428 | $353.1K | 0.00% | +564+30.3% | Added |
| Allianz Asset Management GmbH | 2,500 | $363.3K | 0.00% | +400+19.0% | Added |