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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 2023

Institutional positions in Piper Sandler Companies as of Dec 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
258
+22 vs. Q3 2023
Shares held
12.9M
+393.5K (+3.1%) vs. Q3 2023
Total value
$2.25B
+$438.1M (+24.1%) vs. Q3 2023
New holders
40
70 more added
Sold out
18
79 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 258 institutions
Q1 2021: 215 institutionsQ2 2021: 217 institutionsQ3 2021: 239 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 248 institutionsQ3 2022: 242 institutionsQ4 2022: 245 institutionsQ1 2023: 247 institutionsQ2 2023: 234 institutionsQ3 2023: 240 institutionsQ4 2023: 258 institutionsQ1 2024: 284 institutionsQ2 2024: 311 institutionsQ3 2024: 334 institutionsQ4 2024: 350 institutionsQ1 2025: 358 institutionsQ2 2025: 357 institutionsQ3 2025: 382 institutionsQ4 2025: 419 institutionsQ1 2026: 393 institutionsQ2 2026: 422 institutions
Value heldQ4 2023: $2.25B
Q1 2021: $1.31BQ2 2021: $1.53BQ3 2021: $1.62BQ4 2021: $2.12BQ1 2022: $1.58BQ2 2022: $1.33BQ3 2022: $1.21BQ4 2022: $1.50BQ1 2023: $1.65BQ2 2023: $1.56BQ3 2023: $1.82BQ4 2023: $2.25BQ1 2024: $2.62BQ2 2024: $3.15BQ3 2024: $4.02BQ4 2024: $4.28BQ1 2025: $3.53BQ2 2025: $4.17BQ3 2025: $5.14BQ4 2025: $5.16BQ1 2026: $4.59BQ2 2026: $4.47B
Institutions holding PIPR and their total value by quarter
QuarterHoldersValue
Q2 2026422$4.47B
Q1 2026393$4.59B
Q4 2025419$5.16B
Q3 2025382$5.14B
Q2 2025357$4.17B
Q1 2025358$3.53B
Q4 2024350$4.28B
Q3 2024334$4.02B
Q2 2024311$3.15B
Q1 2024284$2.62B
Q4 2023258$2.25B
Q3 2023240$1.82B
Q2 2023234$1.56B
Q1 2023247$1.65B
Q4 2022245$1.50B
Q3 2022242$1.21B
Q2 2022248$1.33B
Q1 2022261$1.58B
Q4 2021262$2.12B
Q3 2021239$1.62B
Q2 2021217$1.53B
Q1 2021215$1.31B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2023.

Institutions holding PIPR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%00.0%Unchanged
Parkside Financial Bank & Trust1$1750.00%−43−97.7%Reduced
Tfo-TDC, LLC1$1750.00%00.0%Unchanged
Baystate Wealth Management LLC1$2150.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$3490.00%00.0%Unchanged
Avalon Trust Co2$3500.00%00.0%Unchanged
Abound Wealth Management2$3500.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$5250.00%00.0%Unchanged
Advisory Services Network, LLC3$5250.00%+3New
Carolinas Wealth Consulting LLC3$5270.00%00.0%Unchanged
Clarity Asset Management, Inc.4$6720.00%+4New
Global Financial Private Client, LLC4$6990.00%00.0%Unchanged
Lindbrook Capital, LLC5$8740.00%−3−37.5%Reduced
DiNuzzo Private Wealth, Inc.5$8750.00%+5New
Huntington National Bank6$1.05K0.00%+5+500.0%Added
HM Payson & Co6$1.05K0.00%00.0%Unchanged
Assetmark, Inc7$1.22K0.00%−17−70.8%Reduced
Cape Investment Advisory, Inc.7$1.22K0.00%+7New
SJS Investment Consulting Inc.7$1.23K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$1.40K0.00%00.0%Unchanged
Arlington Trust Co LLC8$1.40K0.00%+8New
Provenance Wealth Advisors, LLC9$1.57K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.75K0.00%00.0%Unchanged
Cornerstone Planning Group LLC10$1.75K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA10$1.75K0.01%00.0%Unchanged
Concorde Financial Corp10$1.75K0.00%+10New
Farther Finance Advisors, LLC11$1.92K0.00%−2−15.4%Reduced
Creative Financial Designs Inc11$1.92K0.00%+11New
Highlander Capital Management, LLC12$2.10K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC16$2.80K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$2.97K0.00%+17New
JFS Wealth Advisors, LLC18$3.15K0.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.18$3.15K0.00%+18New
Prestige Wealth Management Group LLC19$3.32K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.21$3.50K0.00%00.0%Unchanged
Versant Capital Management, Inc21$3.67K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$3.85K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.26$5.00K0.00%+26New
Allworth Financial LP29$5.07K0.00%+25+625.0%Added
Massmutual Trust Co FSB34$5.95K0.00%−1−2.9%Reduced
First Community Trust NA34$5.95K0.01%00.0%Unchanged
Bessemer Group Inc36$6.00K0.00%00.0%Unchanged
Private Trust Co NA35$6.12K0.00%+35New
GHP Investment Advisors, Inc.36$6.30K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC39$6.82K0.00%+39New
FSA Wealth Management LLC41$7.00K0.00%+41New
Hexagon Capital Partners LLC41$7.17K0.00%+12+41.4%Added
Signaturefd, LLC46$8.04K0.00%−5−9.8%Reduced
JNBA Financial Advisors50$8.74K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC50$8.74K0.00%00.0%Unchanged
Pineridge Advisors LLC50$8.74K0.00%+50New
Toronto Dominion Bank52$9.09K0.00%00.0%Unchanged
Salem Investment Counselors Inc52$9.09K0.00%00.0%Unchanged
Spire Wealth Management57$9.70K0.00%00.0%Unchanged
Principal Securities, Inc.72$12.6K0.00%+72New
Promethos Capital, LLC77$13.5K0.01%+77New
Bogart Wealth, LLC80$14.0K0.00%00.0%Unchanged
National Bank of Canada87$14.9K0.00%00.0%Unchanged
Russell Investments Group, Ltd.90$15.7K0.00%−9,408−99.1%Reduced
Geneos Wealth Management Inc.97$17.0K0.00%−50−34.0%Reduced
Global Retirement Partners, LLC102$17.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.127$18.0K0.00%+45+54.9%Added
Financial Perspectives, Inc103$18.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC111$19.4K0.00%00.0%Unchanged
First PREMIER Bank114$20.0K0.01%+114New
PEAK6 Investments LLC125$21.9K0.00%+125New
Lee Financial Co133$23.3K0.00%00.0%Unchanged
Simplex Trading, LLC150$26.0K0.00%+150New
GAMMA Investing LLC167$29.0K0.01%+167New
Parallel Advisors, LLC167$29.2K0.00%+64+62.1%Added
Indiana Trust & Investment Management CO181$31.7K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC186$32.8K0.00%00.0%Unchanged
Bartlett & Co. LLC186$33.0K0.00%00.0%Unchanged
West Oak Capital, LLC200$33.0K0.02%+200New
DHJJ Financial Advisors, Ltd.197$34.5K0.02%00.0%Unchanged
Missouri Trust & Investment Co203$35.5K0.01%00.0%Unchanged
GWM Advisors LLC242$42.3K0.00%+231+2,100.0%Added
CWM, LLC265$46.0K0.00%−38−12.5%Reduced
Harbour Investments, Inc.383$67.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main390$68.2K0.00%00.0%Unchanged
Stephens Inc403$70.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC460$80.4K0.01%+80+21.1%Added
KBC Group NV500$87.0K0.00%00.0%Unchanged
South State Corp.515$90.1K0.01%−79−13.3%Reduced
Fifth Third Bancorp557$97.4K0.00%00.0%Unchanged
Investors Research Corp700$122.4K0.03%00.0%Unchanged
Metropolitan Life Insurance Co1,000$174.9K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.1,172$205.0K0.00%+1,172New
Cerity Partners LLC1,245$217.7K0.00%+1,245New
Mercer Global Advisors Inc1,266$221.0K0.00%+1,266New
Panagora Asset Management Inc1,271$222.3K0.00%+1,271New
Washington Trust Bank1,333$233.1K0.02%+1,333New
Tarbox Family Office, Inc.1,353$236.6K0.05%+1,353New
Parcion Private Wealth LLC1,371$239.7K0.02%+1,371New
JustInvest LLC1,402$245.2K0.01%+18+1.3%Added
Vident Advisory, LLC1,412$246.9K0.01%−207−12.8%Reduced
Axq Capital, LP1,443$252.3K0.07%+1,443New
Obermeyer Wood Investment Counsel, LLLP1,469$256.9K0.02%00.0%Unchanged
Pathstone Holdings, LLC1,520$265.8K0.00%+1,520New
MML Investors Services, LLC1,546$270.0K0.00%+83+5.7%Added