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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1,338 | $378.0K | 0.00% | +21+1.6% | Added |
| Avantax Advisory Services, Inc. | 1,298 | $368.4K | 0.00% | +44+3.5% | Added |
| Cynosure Management, LLC | 1,296 | $367.8K | 0.05% | +1,296 | New |
| Sherbrooke Park Advisers LLC | 1,267 | $359.6K | 0.08% | +1,267 | New |
| Evergreen Capital Management LLC | 1,254 | $355.9K | 0.01% | +170+15.7% | Added |
| HighPoint Advisor Group LLC | 1,254 | $355.7K | 0.02% | −184−12.8% | Reduced |
| Panagora Asset Management Inc | 1,233 | $349.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,222 | $346.8K | 0.11% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,200 | $340.6K | 0.00% | −1,300−52.0% | Reduced |
| Brevan Howard Capital Management LP | 1,145 | $325.0K | 0.02% | +1,145 | New |
| Xponance, Inc. | 1,135 | $322.1K | 0.00% | +34+3.1% | Added |
| Cetera Investment Advisers | 1,119 | $317.6K | 0.00% | −78−6.5% | Reduced |
| Arete Wealth Advisors, LLC | 1,104 | $310.0K | 0.03% | +1,104 | New |
| Mackenzie Financial Corp | 1,087 | $308.5K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,057 | $300.0K | 0.00% | +9+0.9% | Added |
| Acadian Asset Management LLC | 1,057 | $299.0K | 0.00% | +1,057 | New |
| Bayesian Capital Management, LP | 1,032 | $292.9K | 0.03% | +1,032 | New |
| CIBC Private Wealth Group, LLC | 988 | $280.4K | 0.00% | +1+0.1% | Added |
| D. E. Shaw & Co., Inc. | 968 | $274.7K | 0.00% | +968 | New |
| M&T Bank Corp | 949 | $269.3K | 0.00% | −78−7.6% | Reduced |
| Commerce Bank | 938 | $266.2K | 0.00% | −10−1.1% | Reduced |
| CI Private Wealth, LLC | 926 | $262.8K | 0.00% | −51−5.2% | Reduced |
| Marshall Wace, LLP | 917 | $260.3K | 0.00% | −7,817−89.5% | Reduced |
| Veriti Management LLC | 907 | $257.4K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 894 | $253.7K | 0.02% | −13−1.4% | Reduced |
| BOS Asset Management, LLC | 893 | $253.4K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 885 | $251.2K | 0.01% | −1,849−67.6% | Reduced |
| Stonebridge Capital Advisors LLC | 870 | $246.9K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 854 | $242.4K | 0.01% | +854 | New |
| Spirepoint Private Client, LLC | 840 | $238.5K | 0.03% | +840 | New |
| Stifel Financial Corp | 801 | $227.3K | 0.00% | −94−10.5% | Reduced |
| Journey Strategic Wealth LLC | 783 | $222.2K | 0.01% | +783 | New |
| ZWJ Investment Counsel Inc | 782 | $221.9K | 0.01% | +782 | New |
| Flagship Harbor Advisors, LLC | 723 | $205.1K | 0.01% | −229−24.1% | Reduced |
| Quadrant Capital Group LLC | 717 | $203.5K | 0.01% | +197+37.9% | Added |
| Concurrent Investment Advisors, LLC | 707 | $200.7K | 0.01% | +707 | New |
| Investors Research Corp | 700 | $198.7K | 0.04% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 607 | $172.3K | 0.03% | +607 | New |
| Fifth Third Bancorp | 578 | $164.0K | 0.00% | +4+0.7% | Added |
| KBC Group NV | 550 | $156.0K | 0.00% | +95+20.9% | Added |
| Ronald Blue Trust, Inc. | 657 | $151.3K | 0.00% | +545+486.6% | Added |
| South State Corp. | 515 | $146.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 395 | $112.1K | 0.00% | +8+2.1% | Added |
| Avalon Trust Co | 375 | $106.4K | 0.01% | +375 | New |
| CWM, LLC | 310 | $88.0K | 0.00% | +57+22.5% | Added |
| Mather Group, LLC. | 307 | $87.2K | 0.00% | −15−4.7% | Reduced |
| Baird Financial Group, Inc. | 296 | $84.0K | 0.00% | +296 | New |
| EverSource Wealth Advisors, LLC | 288 | $81.7K | 0.01% | +227+372.1% | Added |
| USA Financial Portformulas Corp | 271 | $76.9K | 0.01% | +271 | New |
| GAMMA Investing LLC | 217 | $61.6K | 0.01% | +19+9.6% | Added |
| Missouri Trust & Investment Co | 203 | $57.6K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $56.8K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 197 | $55.9K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $52.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167 | $47.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 144 | $40.9K | 0.01% | +19+15.2% | Added |
| Signaturefd, LLC | 117 | $33.2K | 0.00% | +30+34.5% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $31.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 107 | $30.4K | 0.00% | +10+10.3% | Added |
| Financial Perspectives, Inc | 103 | $29.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $28.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $28.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $28.4K | 0.00% | +100 | New |
| Principal Securities, Inc. | 89 | $25.3K | 0.00% | +19+27.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $23.0K | 0.00% | +81 | New |
| Bogart Wealth, LLC | 80 | $22.7K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 75 | $21.3K | 0.01% | +75 | New |
| Smartleaf Asset Management LLC | 72 | $20.3K | 0.00% | +5+7.5% | Added |
| Bessemer Group Inc | 69 | $20.0K | 0.00% | +33+91.7% | Added |
| Allworth Financial LP | 67 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $19.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $18.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $16.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $14.8K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $14.2K | 0.01% | −27−35.1% | Reduced |
| JNBA Financial Advisors | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $13.6K | 0.00% | +13+37.1% | Added |
| Claris Advisors, LLC | 44 | $12.5K | 0.01% | +44 | New |
| FSA Wealth Management LLC | 41 | $11.6K | 0.00% | +41 | New |
| Umb Bank N A | 38 | $10.8K | 0.00% | +18+90.0% | Added |
| GHP Investment Advisors, Inc. | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $9.93K | 0.00% | −12−25.5% | Reduced |
| HighMark Wealth Management LLC | 34 | $9.70K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $9.65K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 33 | $9.37K | 0.00% | +33 | New |
| Hillsdale Investment Management Inc. | 30 | $8.51K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $8.23K | 0.00% | +18+163.6% | Added |
| Peterson Financial Group, Inc. | 28 | $8.01K | 0.03% | +28 | New |
| Hemington Wealth Management | 29 | $8.00K | 0.00% | +29 | New |
| Ashton Thomas Securities, LLC | 27 | $7.66K | 0.00% | +27 | New |
| 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 |
| NCP Inc. | 25 | $7.09K | 0.00% | −25−50.0% | Reduced |
| Rothschild Investment LLC | 22 | $6.24K | 0.00% | +11+100.0% | Added |
| Jones Financial Companies LLLP | 22 | $6.24K | 0.00% | +21+2,100.0% | 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 |
| 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 |
| Sterling Capital Management LLC | 18 | $5.11K | 0.00% | +18 | New |