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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 17 | $4.82K | 0.00% | +17 | New |
| Frazier Financial Advisors, LLC | 16 | $4.54K | 0.00% | −2−11.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $3.97K | 0.00% | −122−89.7% | Reduced |
| Reston Wealth Management LLC | 14 | $3.97K | 0.00% | +14 | New |
| Bryn Mawr Trust Co | 13 | $3.69K | 0.00% | +13 | New |
| First Pacific Financial | 12 | $3.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $3.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $3.00K | 0.00% | −6,557−99.8% | Reduced |
| Laurel Wealth Advisors LLC | 10 | $2.84K | 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 |
| Provenance Wealth Advisors, LLC | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $2.27K | 0.00% | −8−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $1.99K | 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 |
| Global Financial Private Client, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 4 | $1.11K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $994 | 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 |
| Larson Financial Group LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −281,012−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −68,293−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −11,953−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,549−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |