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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 1,222 | $283.9K | 0.10% | +1,222 | New |
| Panagora Asset Management Inc | 1,233 | $283.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,197 | $275.5K | 0.00% | +40+3.5% | Added |
| RSM US Wealth Management LLC | 1,159 | $268.9K | 0.00% | +1,159 | New |
| Xponance, Inc. | 1,101 | $253.4K | 0.00% | +48+4.6% | Added |
| Omers Administration Corp | 1,100 | $253.2K | 0.00% | +1,100 | New |
| Crossmark Global Holdings, Inc. | 1,090 | $251.0K | 0.00% | −158−12.7% | Reduced |
| Mackenzie Financial Corp | 1,087 | $250.2K | 0.00% | −1,570−59.1% | Reduced |
| Evergreen Capital Management LLC | 1,084 | $249.5K | 0.01% | +1,084 | New |
| CIBC Asset Management Inc | 1,048 | $241.2K | 0.00% | −1−0.1% | Reduced |
| M&T Bank Corp | 1,027 | $236.4K | 0.00% | −159−13.4% | Reduced |
| CIBC Private Wealth Group, LLC | 987 | $229.2K | 0.00% | +23+2.4% | Added |
| CI Private Wealth, LLC | 977 | $224.9K | 0.00% | +977 | New |
| Flagship Harbor Advisors, LLC | 952 | $219.1K | 0.01% | +952 | New |
| Commerce Bank | 948 | $218.2K | 0.00% | +948 | New |
| Canandaigua National Bank & Trust Co | 907 | $208.8K | 0.02% | +907 | New |
| Veriti Management LLC | 907 | $208.8K | 0.01% | +907 | New |
| Stifel Financial Corp | 895 | $206.0K | 0.00% | +895 | New |
| BOS Asset Management, LLC | 893 | $205.5K | 0.09% | +893 | New |
| Stonebridge Capital Advisors LLC | 870 | $200.2K | 0.02% | +870 | New |
| Investors Research Corp | 700 | $161.1K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 574 | $132.1K | 0.00% | +13+2.3% | Added |
| Quadrant Capital Group LLC | 520 | $119.7K | 0.01% | −35−6.3% | Reduced |
| South State Corp. | 515 | $118.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 455 | $105.0K | 0.00% | +50+12.3% | Added |
| Harbour Investments, Inc. | 387 | $89.1K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 346 | $79.6K | 0.06% | +97+39.0% | Added |
| Mather Group, LLC. | 322 | $64.0K | 0.00% | −1−0.3% | Reduced |
| CWM, LLC | 253 | $58.0K | 0.00% | −48−15.9% | Reduced |
| Missouri Trust & Investment Co | 203 | $46.7K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $46.0K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $46.0K | 0.03% | +100+100.0% | Added |
| GAMMA Investing LLC | 198 | $45.6K | 0.01% | +31+18.6% | Added |
| DHJJ Financial Advisors, Ltd. | 197 | $45.3K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $42.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167 | $38.4K | 0.00% | −13−7.2% | Reduced |
| EntryPoint Capital, LLC | 147 | $33.8K | 0.02% | −305−67.5% | Reduced |
| Global Retirement Partners, LLC | 136 | $31.3K | 0.00% | +34+33.3% | Added |
| Hexagon Capital Partners LLC | 125 | $28.8K | 0.01% | +20+19.0% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $25.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $23.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $23.2K | 0.00% | −90−47.1% | Reduced |
| Nomura Asset Management Co Ltd | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $22.2K | 0.00% | +74+194.7% | Added |
| National Bank of Canada | 87 | $20.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 87 | $20.0K | 0.00% | +31+55.4% | Added |
| Bogart Wealth, LLC | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 77 | $17.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $17.3K | 0.00% | +14+26.4% | Added |
| EverSource Wealth Advisors, LLC | 61 | $16.7K | 0.00% | +61 | New |
| Principal Securities, Inc. | 70 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $15.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $15.2K | 0.00% | +66 | New |
| Smartleaf Asset Management LLC | 67 | $14.8K | 0.00% | +67 | New |
| Spire Wealth Management | 58 | $13.3K | 0.00% | +1+1.8% | Added |
| Salem Investment Counselors Inc | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $11.7K | 0.00% | −6−10.5% | Reduced |
| NCP Inc. | 50 | $11.5K | 0.01% | −65−56.5% | Reduced |
| JNBA Financial Advisors | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $11.0K | 0.01% | −5−9.3% | Reduced |
| Massmutual Trust Co FSB | 47 | $10.8K | 0.00% | +13+38.2% | Added |
| GHP Investment Advisors, Inc. | 36 | $8.35K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $8.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $7.85K | 0.00% | +34 | New |
| First Community Trust NA | 34 | $7.83K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $6.91K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 25 | $5.75K | 0.00% | +3+13.6% | Added |
| Northwestern Mutual Wealth Management Co | 23 | $5.29K | 0.00% | +23 | New |
| 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 |
| Umb Bank N A | 20 | $4.60K | 0.00% | +12+150.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $4.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $4.14K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $4.14K | 0.00% | +18 | New |
| Benjamin F. Edwards & Company, Inc. | 16 | $4.00K | 0.00% | −5−23.8% | Reduced |
| Cohen & Steers, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| 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 |
| Johnson Financial Group, Inc. | 16 | $3.68K | 0.00% | +8+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 15 | $3.45K | 0.00% | −1−6.3% | Reduced |
| First Pacific Financial | 12 | $2.76K | 0.00% | +12 | New |
| 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 |
| 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 |
| Provenance Wealth Advisors, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.84K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 7 | $1.62K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| HM Payson & Co | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.38K | 0.00% | +1+20.0% | Added |
| AdvisorNet Financial, Inc | 5 | $1.15K | 0.00% | +5 | New |
| NBC Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $921 | 0.00% | −19−82.6% | Reduced |