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, Q4 2024
Institutional positions in Piper Sandler Companies as of Dec 31, 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
- 350
- +19 vs. Q3 2024
- Shares held
- 14.3M
- +132.5K (+0.9%) vs. Q3 2024
- Total value
- $4.28B
- +$267.4M (+6.7%) vs. Q3 2024
- New holders
- 51
- 126 more added
- Sold out
- 32
- 107 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Pacific Financial | 1 | $300 | 0.00% | −11−91.7% | Reduced |
| Abound Wealth Management | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $300 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $300 | 0.00% | +1 | New |
| Putney Financial Group LLC | 1 | $300 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $600 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $600 | 0.00% | +1+100.0% | Added |
| Continuum Advisory, LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $1.20K | 0.00% | −10−71.4% | Reduced |
| SJS Investment Consulting Inc. | 4 | $1.20K | 0.00% | −3−42.9% | Reduced |
| Center for Financial Planning, Inc. | 4 | $1.20K | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 4 | $1.20K | 0.00% | +4 | New |
| Huntington National Bank | 5 | $1.50K | 0.00% | −24−82.8% | Reduced |
| AdvisorNet Financial, Inc | 5 | $1.50K | 0.00% | −1−16.7% | Reduced |
| Global Financial Private Client, LLC | 5 | $1.50K | 0.00% | +1+25.0% | Added |
| Horizon Investments, LLC | 5 | $1.50K | 0.00% | +5 | New |
| HM Payson & Co | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $2.10K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 7 | $2.12K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10 | $3.00K | 0.00% | −3−23.1% | Reduced |
| Laurel Wealth Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $3.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $3.30K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $3.30K | 0.00% | +11 | New |
| Assetmark, Inc | 15 | $4.50K | 0.00% | +8+114.3% | Added |
| Cassady Schiller Wealth Management, LLC | 16 | $4.80K | 0.00% | +1+6.7% | Added |
| Cohen & Steers, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 18 | $5.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $5.40K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 19 | $5.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $5.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $6.30K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21 | $6.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $6.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $6.90K | 0.00% | +1+4.5% | Added |
| Vermillion Wealth Management, Inc. | 23 | $6.90K | 0.00% | +23 | New |
| Hillsdale Investment Management Inc. | 25 | $7.50K | 0.00% | −5−16.7% | Reduced |
| Bell Investment Advisors, Inc | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $10.0K | 0.00% | +7+24.1% | Added |
| WPG Advisers, LLC | 35 | $10.5K | 0.01% | +35 | New |
| GHP Investment Advisors, Inc. | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 38 | $11.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 38 | $12.0K | 0.01% | +38 | New |
| FSA Wealth Management LLC | 41 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $14.1K | 0.00% | +12+34.3% | Added |
| JNBA Financial Advisors | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $15.3K | 0.00% | +3+6.3% | Added |
| Salem Investment Counselors Inc | 52 | $15.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $16.9K | 0.00% | +55 | New |
| Spire Wealth Management | 58 | $17.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $20.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 68 | $20.4K | 0.00% | +2+3.0% | Added |
| Bogart Wealth, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 80 | $24.0K | 0.02% | +80 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 89 | $27.0K | 0.00% | +20+29.0% | Added |
| Hexagon Capital Partners LLC | 91 | $27.3K | 0.00% | −53−36.8% | Reduced |
| Nomura Asset Management Co Ltd | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $30.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $30.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 111 | $33.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 116 | $34.8K | 0.00% | +9+8.4% | Added |
| Signaturefd, LLC | 123 | $36.9K | 0.00% | +6+5.1% | Added |
| Caitong International Asset Management Co., Ltd | 130 | $39.0K | 0.04% | +130 | New |
| IFP Advisors, Inc | 137 | $42.9K | 0.00% | +131+2,183.3% | Added |
| West Oak Capital, LLC | 150 | $45.0K | 0.02% | −50−25.0% | Reduced |
| Park Square Financial Group, LLC | 150 | $45.1K | 0.03% | +150 | New |
| Parallel Advisors, LLC | 168 | $50.4K | 0.00% | +1+0.6% | Added |
| Lazard Asset Management LLC | 173 | $51.0K | 0.00% | +173 | New |
| Bartlett & Co. Wealth Management LLC | 186 | $55.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 197 | $59.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 203 | $60.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 227 | $69.9K | 0.00% | +160+238.8% | Added |
| Wood Tarver Financial Group, LLC | 245 | $73.0K | 0.02% | +245 | New |
| GAMMA Investing LLC | 277 | $83.1K | 0.01% | +60+27.6% | Added |
| CWM, LLC | 279 | $84.0K | 0.00% | −31−10.0% | Reduced |
| Mather Group, LLC. | 307 | $92.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 314 | $93.6K | 0.01% | +242+336.1% | Added |
| Principal Securities, Inc. | 339 | $101.7K | 0.00% | +250+280.9% | Added |
| EverSource Wealth Advisors, LLC | 375 | $112.5K | 0.01% | +87+30.2% | Added |
| Avalon Trust Co | 395 | $118.5K | 0.01% | +20+5.3% | Added |
| Ronald Blue Trust, Inc. | 397 | $119.1K | 0.00% | −260−39.6% | Reduced |
| Kapitalo Investimentos Ltda | 413 | $123.9K | 0.08% | +413 | New |
| Harbour Investments, Inc. | 419 | $125.7K | 0.00% | +24+6.1% | Added |
| Ramirez Asset Management, Inc. | 500 | $150.0K | 0.03% | +500 | New |
| South State Corp. | 515 | $154.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 579 | $173.7K | 0.00% | +1+0.2% | Added |