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 2024
Institutional positions in Piper Sandler Companies as of Mar 31, 2024. 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
- 284
- +28 vs. Q4 2023
- Shares held
- 13.2M
- +336.8K (+2.6%) vs. Q4 2023
- Total value
- $2.62B
- +$363.2M (+16.1%) vs. Q4 2023
- New holders
- 46
- 83 more added
- Sold out
- 18
- 86 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 1 | $198 | 0.00% | −49−98.0% | Reduced |
| Tfo-TDC, LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $397 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $595 | 0.00% | +1+50.0% | Added |
| PSI Advisors, LLC | 3 | $595 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 3 | $639 | 0.00% | +3 | New |
| Clarity Asset Management, Inc. | 4 | $769 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $789 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $992 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $993 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| HM Payson & Co | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $1.39K | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $1.59K | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 9 | $1.79K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $1.99K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $2.18K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.58K | 0.00% | +13 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.77K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $4.00K | 0.00% | −5−19.2% | Reduced |
| Versant Capital Management, Inc | 21 | $4.17K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $4.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $4.57K | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 34 | $6.75K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $6.75K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36 | $7.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38 | $7.54K | 0.00% | −89−70.1% | Reduced |
| FSA Wealth Management LLC | 41 | $8.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $9.93K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $10.5K | 0.00% | +24+82.8% | Added |
| Covestor Ltd | 54 | $11.0K | 0.01% | +53+5,300.0% | Added |
| Signaturefd, LLC | 56 | $11.1K | 0.00% | +10+21.7% | Added |
| Front Row Advisors LLC | 57 | $11.3K | 0.00% | +57 | New |
| Spire Wealth Management | 57 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $13.2K | 0.01% | +67 | New |
| Principal Securities, Inc. | 70 | $13.9K | 0.00% | −2−2.8% | Reduced |
| Promethos Capital, LLC | 77 | $15.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $15.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 87 | $18.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $19.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $19.8K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $19.8K | 0.05% | +100 | New |
| Global Retirement Partners, LLC | 102 | $20.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $20.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 105 | $20.8K | 0.00% | +64+156.1% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $22.0K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 115 | $22.8K | 0.02% | +115 | New |
| GAMMA Investing LLC | 167 | $33.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 180 | $35.7K | 0.00% | +13+7.8% | Added |
| Indiana Trust & Investment Management CO | 181 | $35.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $36.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 191 | $38.0K | 0.00% | −51−21.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 197 | $39.1K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $40.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 203 | $40.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 247 | $49.0K | 0.00% | −5,641−95.8% | Reduced |
| FSC Wealth Advisors, LLC | 249 | $49.4K | 0.03% | +249 | New |
| Mather Group, LLC. | 323 | $56.5K | 0.00% | +323 | New |
| CWM, LLC | 301 | $60.0K | 0.00% | +36+13.6% | Added |
| Harbour Investments, Inc. | 387 | $76.8K | 0.00% | +4+1.0% | Added |
| Stephens Inc | 403 | $80.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 405 | $80.0K | 0.00% | −95−19.0% | Reduced |
| EntryPoint Capital, LLC | 452 | $89.7K | 0.08% | +452 | New |
| South State Corp. | 515 | $102.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 555 | $110.2K | 0.01% | +95+20.7% | Added |
| Fifth Third Bancorp | 561 | $111.4K | 0.00% | +4+0.7% | Added |
| State of Wyoming | 576 | $114.3K | 0.02% | +576 | New |
| Investors Research Corp | 700 | $138.9K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 912 | $181.0K | 0.01% | −88−8.8% | Reduced |
| CIBC Private Wealth Group, LLC | 964 | $190.1K | 0.00% | +964 | New |
| Morse Asset Management, Inc | 1,025 | $203.0K | 0.05% | +1,025 | New |
| Jump Financial, LLC | 1,038 | $206.0K | 0.01% | +1,038 | New |
| CIBC Asset Management Inc | 1,049 | $208.2K | 0.00% | +1,049 | New |
| Xponance, Inc. | 1,053 | $209.0K | 0.00% | +1,053 | New |
| Quest Partners LLC | 1,062 | $210.8K | 0.04% | +1,062 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,093 | $216.9K | 0.01% | +1,093 | New |
| Cetera Investment Advisers | 1,157 | $229.8K | 0.00% | +1,157 | New |
| M&T Bank Corp | 1,186 | $235.4K | 0.00% | −410−25.7% | Reduced |
| SG Americas Securities, LLC | 1,198 | $238.0K | 0.00% | +1,198 | New |
| Panagora Asset Management Inc | 1,233 | $244.7K | 0.00% | −38−3.0% | Reduced |
| Mercer Global Advisors Inc | 1,250 | $248.0K | 0.00% | −16−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,248 | $248.0K | 0.00% | +76+6.5% | Added |
| ISAM Funds (UK) Ltd | 1,274 | $252.9K | 0.14% | +1,274 | New |