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 2024
Institutional positions in Piper Sandler Companies as of Sep 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
- 334
- +25 vs. Q2 2024
- Shares held
- 14.2M
- +3.00M (+26.8%) vs. Q2 2024
- Total value
- $4.02B
- +$1.45B (+56.4%) vs. Q2 2024
- New holders
- 55
- 114 more added
- Sold out
- 30
- 89 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 1 | $284 | 0.00% | −1−50.0% | Reduced |
| Parkside Financial Bank & Trust | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $284 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $851 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $851 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $994 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.70K | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 6 | $1.70K | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $2.27K | 0.00% | −8−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $2.84K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.84K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $3.00K | 0.00% | −6,557−99.8% | Reduced |
| Creative Financial Designs Inc | 11 | $3.12K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $3.69K | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 14 | $3.97K | 0.00% | −122−89.7% | Reduced |
| Reston Wealth Management LLC | 14 | $3.97K | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 16 | $4.54K | 0.00% | −2−11.1% | Reduced |
| GeoWealth Management, LLC | 17 | $4.82K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 18 | $5.11K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 19 | $5.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $5.39K | 0.00% | +1+5.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21 | $5.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $5.96K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $6.24K | 0.00% | +21+2,100.0% | Added |
| Rothschild Investment LLC | 22 | $6.24K | 0.00% | +11+100.0% | Added |
| NCP Inc. | 25 | $7.09K | 0.00% | −25−50.0% | Reduced |
| Bell Investment Advisors, Inc | 25 | $7.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $7.10K | 0.00% | +19+316.7% | Added |
| Ashton Thomas Securities, LLC | 27 | $7.66K | 0.00% | +27 | New |
| Hemington Wealth Management | 29 | $8.00K | 0.00% | +29 | New |
| Peterson Financial Group, Inc. | 28 | $8.01K | 0.03% | +28 | New |
| Huntington National Bank | 29 | $8.23K | 0.00% | +18+163.6% | Added |
| Hillsdale Investment Management Inc. | 30 | $8.51K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 33 | $9.37K | 0.00% | +33 | New |
| First Community Trust NA | 34 | $9.65K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $9.70K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $9.93K | 0.00% | −12−25.5% | Reduced |
| GHP Investment Advisors, Inc. | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 38 | $10.8K | 0.00% | +18+90.0% | Added |
| FSA Wealth Management LLC | 41 | $11.6K | 0.00% | +41 | New |
| Claris Advisors, LLC | 44 | $12.5K | 0.01% | +44 | New |
| Private Trust Co NA | 48 | $13.6K | 0.00% | +13+37.1% | Added |
| Promethos Capital, LLC | 50 | $14.2K | 0.01% | −27−35.1% | Reduced |
| JNBA Financial Advisors | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $14.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $16.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 69 | $20.0K | 0.00% | +33+91.7% | Added |
| Smartleaf Asset Management LLC | 72 | $20.3K | 0.00% | +5+7.5% | Added |
| Capital Performance Advisors LLP | 75 | $21.3K | 0.01% | +75 | New |
| Bogart Wealth, LLC | 80 | $22.7K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $23.0K | 0.00% | +81 | New |
| Principal Securities, Inc. | 89 | $25.3K | 0.00% | +19+27.1% | Added |
| Nomura Asset Management Co Ltd | 100 | $28.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $28.4K | 0.00% | +100 | New |
| GWM Advisors LLC | 101 | $28.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $29.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 107 | $30.4K | 0.00% | +10+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $31.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 117 | $33.2K | 0.00% | +30+34.5% | Added |
| Hexagon Capital Partners LLC | 144 | $40.9K | 0.01% | +19+15.2% | Added |
| Parallel Advisors, LLC | 167 | $47.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $52.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 197 | $55.9K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $56.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 203 | $57.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 217 | $61.6K | 0.01% | +19+9.6% | Added |
| USA Financial Portformulas Corp | 271 | $76.9K | 0.01% | +271 | New |
| EverSource Wealth Advisors, LLC | 288 | $81.7K | 0.01% | +227+372.1% | Added |
| Baird Financial Group, Inc. | 296 | $84.0K | 0.00% | +296 | New |
| Mather Group, LLC. | 307 | $87.2K | 0.00% | −15−4.7% | Reduced |
| CWM, LLC | 310 | $88.0K | 0.00% | +57+22.5% | Added |
| Avalon Trust Co | 375 | $106.4K | 0.01% | +375 | New |
| Harbour Investments, Inc. | 395 | $112.1K | 0.00% | +8+2.1% | Added |
| South State Corp. | 515 | $146.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 657 | $151.3K | 0.00% | +545+486.6% | Added |
| KBC Group NV | 550 | $156.0K | 0.00% | +95+20.9% | Added |
| Fifth Third Bancorp | 578 | $164.0K | 0.00% | +4+0.7% | Added |
| Blue Owl Capital Holdings LP | 607 | $172.3K | 0.03% | +607 | New |
| Investors Research Corp | 700 | $198.7K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 707 | $200.7K | 0.01% | +707 | New |
| Quadrant Capital Group LLC | 717 | $203.5K | 0.01% | +197+37.9% | Added |