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 2024
Institutional positions in Piper Sandler Companies as of Jun 30, 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
- 311
- +31 vs. Q1 2024
- Shares held
- 13.7M
- +492.8K (+3.7%) vs. Q1 2024
- Total value
- $3.15B
- +$540.4M (+20.7%) vs. Q1 2024
- New holders
- 57
- 103 more added
- Sold out
- 26
- 86 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $230 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 1 | $231 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $460 | 0.00% | +2 | New |
| Ashton Thomas Private Wealth, LLC | 2 | $460 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $461 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $691 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $691 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $691 | 0.00% | +3 | New |
| Clarity Asset Management, Inc. | 4 | $895 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $921 | 0.00% | −19−82.6% | Reduced |
| Global Financial Private Client, LLC | 4 | $921 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.15K | 0.00% | +5 | New |
| HM Payson & Co | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.38K | 0.00% | +1+20.0% | Added |
| Assetmark, Inc | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $1.61K | 0.00% | +2+40.0% | Added |
| Innealta Capital, LLC | 7 | $1.61K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $1.62K | 0.00% | +7 | New |
| Quarry LP | 8 | $1.84K | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $2.30K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $2.53K | 0.00% | +4+57.1% | Added |
| Rothschild Investment LLC | 11 | $2.53K | 0.00% | +9+450.0% | Added |
| First Pacific Financial | 12 | $2.76K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $3.45K | 0.00% | −1−6.3% | Reduced |
| Johnson Financial Group, Inc. | 16 | $3.68K | 0.00% | +8+100.0% | Added |
| Caitlin John, LLC | 17 | $3.91K | 0.00% | −6,786−99.8% | Reduced |
| Private Wealth Management Group, LLC | 17 | $3.91K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16 | $4.00K | 0.00% | −5−23.8% | Reduced |
| Cohen & Steers, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 18 | $4.14K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $4.14K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 19 | $4.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 20 | $4.60K | 0.00% | +12+150.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $5.29K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 25 | $5.75K | 0.00% | +3+13.6% | Added |
| Hillsdale Investment Management Inc. | 30 | $6.91K | 0.00% | +30 | New |
| First Community Trust NA | 34 | $7.83K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $7.85K | 0.00% | +34 | New |
| Bessemer Group Inc | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $8.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36 | $8.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $10.8K | 0.00% | +13+38.2% | Added |
| Covestor Ltd | 49 | $11.0K | 0.01% | −5−9.3% | Reduced |
| NCP Inc. | 50 | $11.5K | 0.01% | −65−56.5% | Reduced |
| JNBA Financial Advisors | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $11.7K | 0.00% | −6−10.5% | Reduced |
| Salem Investment Counselors Inc | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $13.3K | 0.00% | +1+1.8% | Added |
| Smartleaf Asset Management LLC | 67 | $14.8K | 0.00% | +67 | New |
| SRS Capital Advisors, Inc. | 66 | $15.2K | 0.00% | +66 | New |
| Rise Advisors, LLC | 67 | $15.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 70 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 61 | $16.7K | 0.00% | +61 | New |
| Allworth Financial LP | 67 | $17.3K | 0.00% | +14+26.4% | Added |
| Promethos Capital, LLC | 77 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 87 | $20.0K | 0.00% | +31+55.4% | Added |
| National Bank of Canada | 87 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $22.2K | 0.00% | +74+194.7% | Added |
| Geneos Wealth Management Inc. | 97 | $22.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $23.2K | 0.00% | −90−47.1% | Reduced |
| Financial Perspectives, Inc | 103 | $23.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 111 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 125 | $28.8K | 0.01% | +20+19.0% | Added |
| Global Retirement Partners, LLC | 136 | $31.3K | 0.00% | +34+33.3% | Added |
| EntryPoint Capital, LLC | 147 | $33.8K | 0.02% | −305−67.5% | Reduced |
| Parallel Advisors, LLC | 167 | $38.4K | 0.00% | −13−7.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 186 | $42.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 197 | $45.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 198 | $45.6K | 0.01% | +31+18.6% | Added |
| West Oak Capital, LLC | 200 | $46.0K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $46.0K | 0.03% | +100+100.0% | Added |
| Missouri Trust & Investment Co | 203 | $46.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 253 | $58.0K | 0.00% | −48−15.9% | Reduced |
| Mather Group, LLC. | 322 | $64.0K | 0.00% | −1−0.3% | Reduced |
| FSC Wealth Advisors, LLC | 346 | $79.6K | 0.06% | +97+39.0% | Added |
| Harbour Investments, Inc. | 387 | $89.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 455 | $105.0K | 0.00% | +50+12.3% | Added |
| South State Corp. | 515 | $118.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 520 | $119.7K | 0.01% | −35−6.3% | Reduced |
| Fifth Third Bancorp | 574 | $132.1K | 0.00% | +13+2.3% | Added |
| Investors Research Corp | 700 | $161.1K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 870 | $200.2K | 0.02% | +870 | New |
| BOS Asset Management, LLC | 893 | $205.5K | 0.09% | +893 | New |
| Stifel Financial Corp | 895 | $206.0K | 0.00% | +895 | New |
| Canandaigua National Bank & Trust Co | 907 | $208.8K | 0.02% | +907 | New |
| Veriti Management LLC | 907 | $208.8K | 0.01% | +907 | New |
| Commerce Bank | 948 | $218.2K | 0.00% | +948 | New |
| Flagship Harbor Advisors, LLC | 952 | $219.1K | 0.01% | +952 | New |
| CI Private Wealth, LLC | 977 | $224.9K | 0.00% | +977 | New |
| CIBC Private Wealth Group, LLC | 987 | $229.2K | 0.00% | +23+2.4% | Added |