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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 723 | $205.1K | 0.01% | −229−24.1% | Reduced |
| ZWJ Investment Counsel Inc | 782 | $221.9K | 0.01% | +782 | New |
| Journey Strategic Wealth LLC | 783 | $222.2K | 0.01% | +783 | New |
| Stifel Financial Corp | 801 | $227.3K | 0.00% | −94−10.5% | Reduced |
| Spirepoint Private Client, LLC | 840 | $238.5K | 0.03% | +840 | New |
| Profund Advisors LLC | 854 | $242.4K | 0.01% | +854 | New |
| Stonebridge Capital Advisors LLC | 870 | $246.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 885 | $251.2K | 0.01% | −1,849−67.6% | Reduced |
| BOS Asset Management, LLC | 893 | $253.4K | 0.09% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 894 | $253.7K | 0.02% | −13−1.4% | Reduced |
| Veriti Management LLC | 907 | $257.4K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 917 | $260.3K | 0.00% | −7,817−89.5% | Reduced |
| CI Private Wealth, LLC | 926 | $262.8K | 0.00% | −51−5.2% | Reduced |
| Commerce Bank | 938 | $266.2K | 0.00% | −10−1.1% | Reduced |
| M&T Bank Corp | 949 | $269.3K | 0.00% | −78−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 968 | $274.7K | 0.00% | +968 | New |
| CIBC Private Wealth Group, LLC | 988 | $280.4K | 0.00% | +1+0.1% | Added |
| Bayesian Capital Management, LP | 1,032 | $292.9K | 0.03% | +1,032 | New |
| Acadian Asset Management LLC | 1,057 | $299.0K | 0.00% | +1,057 | New |
| CIBC Asset Management Inc | 1,057 | $300.0K | 0.00% | +9+0.9% | Added |
| Mackenzie Financial Corp | 1,087 | $308.5K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,104 | $310.0K | 0.03% | +1,104 | New |
| Cetera Investment Advisers | 1,119 | $317.6K | 0.00% | −78−6.5% | Reduced |
| Xponance, Inc. | 1,135 | $322.1K | 0.00% | +34+3.1% | Added |
| Brevan Howard Capital Management LP | 1,145 | $325.0K | 0.02% | +1,145 | New |
| Allianz Asset Management GmbH | 1,200 | $340.6K | 0.00% | −1,300−52.0% | Reduced |
| Heritage Wealth Management, Inc. | 1,222 | $346.8K | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,233 | $349.9K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,254 | $355.7K | 0.02% | −184−12.8% | Reduced |
| Evergreen Capital Management LLC | 1,254 | $355.9K | 0.01% | +170+15.7% | Added |
| Sherbrooke Park Advisers LLC | 1,267 | $359.6K | 0.08% | +1,267 | New |
| Cynosure Management, LLC | 1,296 | $367.8K | 0.05% | +1,296 | New |
| Avantax Advisory Services, Inc. | 1,298 | $368.4K | 0.00% | +44+3.5% | Added |
| Mercer Global Advisors Inc | 1,338 | $378.0K | 0.00% | +21+1.6% | Added |
| Washington Trust Bank | 1,333 | $378.3K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,353 | $384.0K | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,360 | $386.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,360 | $386.0K | 0.00% | −18,721−93.2% | Reduced |
| Farther Finance Advisors, LLC | 1,386 | $393.4K | 0.01% | +5+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $416.9K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,500 | $425.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,510 | $428.6K | 0.01% | −100−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,548 | $439.0K | 0.01% | +458+42.0% | Added |
| RSM US Wealth Management LLC | 1,621 | $458.2K | 0.01% | +462+39.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,629 | $462.2K | 0.00% | +40+2.5% | Added |
| Kesler, Norman & Wride, LLC | 1,651 | $468.6K | 0.09% | +1,651 | New |
| Mount Yale Investment Advisors, LLC | 1,702 | $483.0K | 0.05% | −7−0.4% | Reduced |
| JustInvest LLC | 1,730 | $491.0K | 0.01% | +242+16.3% | Added |
| Ameritas Investment Partners, Inc. | 1,731 | $491.3K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,759 | $499.3K | 0.00% | +17+1.0% | Added |
| MML Investors Services, LLC | 1,790 | $508.0K | 0.00% | +74+4.3% | Added |
| Morse Asset Management, Inc | 1,791 | $508.3K | 0.11% | +1+0.1% | Added |
| Seven Eight Capital, LP | 1,809 | $513.4K | 0.05% | +1,809 | New |
| Schulhoff & Co Inc | 1,838 | $521.6K | 0.22% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,845 | $524.4K | 0.01% | +41+2.3% | Added |
| Truepoint, Inc. | 1,944 | $551.7K | 0.01% | 00.0% | Unchanged |
| Destination Wealth Management | 2,048 | $581.2K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 2,095 | $594.6K | 0.01% | −241−10.3% | Reduced |
| Park Avenue Securities LLC | 2,113 | $600.0K | 0.01% | −622−22.7% | Reduced |
| Public Employees Retirement Association of Colorado | 2,152 | $611.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,175 | $617.0K | 0.03% | +2,175 | New |
| Resources Investment Advisors, LLC. | 2,176 | $617.6K | 0.01% | +58+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,198 | $624.0K | 0.07% | +2,198 | New |
| Regions Financial Corp | 2,200 | $624.4K | 0.00% | −46−2.0% | Reduced |
| Pictet Asset Management Holding SA | 2,252 | $638.8K | 0.00% | +163+7.8% | Added |
| HighTower Advisors, LLC | 2,285 | $650.0K | 0.00% | −42−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,292 | $650.5K | 0.02% | +882+62.6% | Added |
| Wolverine Trading, LLC | 2,361 | $665.8K | 0.02% | +2,361 | New |
| Captrust Financial Advisors | 2,351 | $667.2K | 0.00% | −750−24.2% | Reduced |
| Aviva PLC | 2,359 | $669.5K | 0.00% | +2,359 | New |
| Bank of Montreal | 2,376 | $670.0K | 0.00% | +114+5.0% | Added |
| Commonwealth Equity Services, LLC | 2,366 | $671.0K | 0.00% | +26+1.1% | Added |
| Mutual of America Capital Management LLC | 2,382 | $676.0K | 0.01% | −175−6.8% | Reduced |
| Credit Agricole S A | 2,393 | $679.2K | 0.00% | +2,393 | New |
| Walleye Capital LLC | 2,394 | $679.4K | 0.01% | +728+43.7% | Added |
| Burney Co | 2,519 | $714.9K | 0.03% | −356−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 2,536 | $719.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,561 | $726.7K | 0.00% | −556−17.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,569 | $729.1K | 0.00% | +2,569 | New |
| Quantinno Capital Management LP | 2,642 | $749.8K | 0.01% | +142+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,812 | $798.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,787 | $802.8K | 0.00% | +399+16.7% | Added |
| HSBC Holdings PLC | 2,914 | $822.1K | 0.00% | −424−12.7% | Reduced |
| First Trust Advisors LP | 3,028 | $859.4K | 0.00% | −748−19.8% | Reduced |
| AQR Capital Management LLC | 3,078 | $873.6K | 0.00% | +824+36.6% | Added |
| Versor Investments LP | 3,100 | $879.8K | 0.14% | +3,100 | New |
| Taika Capital, LP | 3,137 | $890.3K | 0.67% | +3,137 | New |
| Wallace Capital Management Inc. | 3,188 | $904.8K | 0.12% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,302 | $937.2K | 0.12% | +343+11.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,384 | $960.4K | 0.01% | +32+1.0% | Added |
| Sit Investment Associates Inc | 3,425 | $972.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,450 | $979.2K | 0.00% | −51−1.5% | Reduced |
| LPL Financial LLC | 3,456 | $980.7K | 0.00% | +697+25.3% | Added |
| ProShare Advisors LLC | 3,593 | $1.02M | 0.00% | +956+36.3% | Added |
| Everence Capital Management Inc | 3,730 | $1.06M | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 3,772 | $1.07M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,776 | $1.07M | 0.02% | −41−1.1% | Reduced |
| Legato Capital Management LLC | 3,862 | $1.10M | 0.14% | +575+17.5% | Added |
| Glenmede Trust Co NA | 3,933 | $1.12M | 0.01% | +545+16.1% | Added |
| Lido Advisors, LLC | 4,136 | $1.17M | 0.01% | −1,163−21.9% | Reduced |