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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 648 | $194.0K | 0.00% | +648 | New |
| Sage Rhino Capital LLC | 682 | $204.6K | 0.04% | +682 | New |
| Concurrent Investment Advisors, LLC | 688 | $206.4K | 0.01% | −19−2.7% | Reduced |
| Vicus Capital | 691 | $207.3K | 0.02% | +691 | New |
| Investors Research Corp | 700 | $210.0K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 711 | $213.3K | 0.00% | +415+140.2% | Added |
| Flagship Harbor Advisors, LLC | 711 | $213.3K | 0.01% | −12−1.7% | Reduced |
| Trust Point Inc. | 751 | $225.3K | 0.02% | +751 | New |
| Quadrant Capital Group LLC | 754 | $226.2K | 0.02% | +37+5.2% | Added |
| KBC Group NV | 768 | $230.0K | 0.00% | +218+39.6% | Added |
| Journey Strategic Wealth LLC | 782 | $234.6K | 0.01% | −1−0.1% | Reduced |
| M&T Bank Corp | 820 | $246.0K | 0.00% | −129−13.6% | Reduced |
| Spirepoint Private Client, LLC | 825 | $247.5K | 0.03% | −15−1.8% | Reduced |
| Wolverine Trading, LLC | 859 | $256.0K | 0.01% | −1,502−63.6% | Reduced |
| Bailard, Inc. | 868 | $260.4K | 0.01% | +868 | New |
| Canandaigua National Bank & Trust Co | 870 | $261.0K | 0.03% | −24−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 870 | $261.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 873 | $261.9K | 0.01% | +19+2.2% | Added |
| Commerce Bank | 888 | $266.4K | 0.00% | −50−5.3% | Reduced |
| BOS Asset Management, LLC | 893 | $267.9K | 0.10% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 911 | $273.3K | 0.00% | −15−1.6% | Reduced |
| Cynosure Management, LLC | 928 | $278.4K | 0.04% | −368−28.4% | Reduced |
| CenterBook Partners LP | 970 | $291.0K | 0.02% | +970 | New |
| CIBC Private Wealth Group, LLC | 992 | $295.1K | 0.00% | +4+0.4% | Added |
| Level Four Advisory Services, LLC | 1,025 | $307.4K | 0.01% | +1,025 | New |
| RSM US Wealth Management LLC | 1,087 | $323.8K | 0.00% | −534−32.9% | Reduced |
| Mackenzie Financial Corp | 1,087 | $326.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,100 | $329.9K | 0.00% | −100−8.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,222 | $366.5K | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,238 | $371.3K | 0.00% | +5+0.4% | Added |
| Xponance, Inc. | 1,241 | $372.2K | 0.00% | +106+9.3% | Added |
| Arete Wealth Advisors, LLC | 1,250 | $375.0K | 0.03% | +146+13.2% | Added |
| Avantax Advisory Services, Inc. | 1,267 | $379.9K | 0.00% | −31−2.4% | Reduced |
| HighPoint Advisor Group LLC | 1,273 | $387.0K | 0.02% | +19+1.5% | Added |
| D. E. Shaw & Co., Inc. | 1,300 | $389.9K | 0.00% | +332+34.3% | Added |
| Washington Trust Bank | 1,333 | $399.8K | 0.04% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,348 | $404.3K | 0.13% | +1,348 | New |
| Crossmark Global Holdings, Inc. | 1,349 | $405.0K | 0.01% | −199−12.9% | Reduced |
| Tarbox Family Office, Inc. | 1,353 | $405.9K | 0.07% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,354 | $406.1K | 0.01% | +100+8.0% | Added |
| Precision Wealth Strategies, LLC | 1,357 | $407.0K | 0.31% | +1,357 | New |
| Parcion Private Wealth LLC | 1,360 | $407.9K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,366 | $409.7K | 0.01% | +481+54.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,376 | $412.9K | 0.03% | −326−19.2% | Reduced |
| Farther Finance Advisors, LLC | 1,391 | $417.3K | 0.02% | +5+0.4% | Added |
| Mercer Global Advisors Inc | 1,394 | $418.2K | 0.00% | +56+4.2% | Added |
| Farmers & Merchants Investments Inc | 1,410 | $422.9K | 0.01% | −100−6.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $440.6K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 1,486 | $445.7K | 0.01% | −562−27.4% | Reduced |
| Nebula Research & Development LLC | 1,596 | $478.7K | 0.06% | +1,596 | New |
| CIBC World Markets Corp | 1,624 | $487.1K | 0.00% | +1,624 | New |
| New Age Alpha Advisors, LLC | 1,627 | $488.0K | 0.02% | +1,627 | New |
| Coldstream Capital Management Inc | 1,665 | $499.4K | 0.01% | −180−9.8% | Reduced |
| Pathstone Holdings, LLC | 1,681 | $504.1K | 0.00% | −78−4.4% | Reduced |
| Los Angeles Capital Management LLC | 1,745 | $523.4K | 0.00% | +1,745 | New |
| Bryce Point Capital, LLC | 1,757 | $527.0K | 0.15% | +1,757 | New |
| Morse Asset Management, Inc | 1,795 | $538.4K | 0.12% | +4+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,805 | $541.4K | 0.00% | +176+10.8% | Added |
| Ameritas Investment Partners, Inc. | 1,816 | $544.7K | 0.02% | +85+4.9% | Added |
| Aviva PLC | 1,827 | $548.0K | 0.00% | −532−22.6% | Reduced |
| Schulhoff & Co Inc | 1,838 | $551.3K | 0.25% | 00.0% | Unchanged |
| Atria Investments LLC | 1,851 | $555.2K | 0.01% | −244−11.6% | Reduced |
| Burney Co | 1,857 | $557.0K | 0.02% | −662−26.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,934 | $580.1K | 0.01% | −242−11.1% | Reduced |
| JustInvest LLC | 1,943 | $582.8K | 0.01% | +213+12.3% | Added |
| Truepoint, Inc. | 1,944 | $583.1K | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,983 | $594.8K | 0.26% | +1,983 | New |
| Harvest Fund Management Co., Ltd | 2,015 | $605.0K | 0.03% | +2,015 | New |
| Regions Financial Corp | 2,029 | $608.6K | 0.00% | −171−7.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,046 | $614.0K | 0.00% | −106−4.9% | Reduced |
| Vise Technologies, Inc. | 2,051 | $615.2K | 0.05% | −1,251−37.9% | Reduced |
| Cetera Investment Advisers | 2,108 | $632.2K | 0.00% | +989+88.4% | Added |
| Shell Asset Management Co | 2,173 | $652.0K | 0.03% | −2−0.1% | Reduced |
| Wallace Capital Management Inc. | 2,188 | $656.3K | 0.09% | −1,000−31.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,209 | $663.0K | 0.00% | −157−6.6% | Reduced |
| Private Wealth Partners, LLC | 2,215 | $664.4K | 0.05% | +2,215 | New |
| Mutual of America Capital Management LLC | 2,402 | $720.5K | 0.01% | +20+0.8% | Added |
| Bank of Montreal | 2,466 | $739.7K | 0.00% | +90+3.8% | Added |
| HighTower Advisors, LLC | 2,496 | $748.7K | 0.00% | +211+9.2% | Added |
| Aster Capital Management (DIFC) Ltd | 2,504 | $751.1K | 0.29% | +2,504 | New |
| State Board of Administration of Florida Retirement System | 2,506 | $751.7K | 0.00% | −30−1.2% | Reduced |
| Kesler, Norman & Wride, LLC | 2,509 | $753.0K | 0.16% | +858+52.0% | Added |
| Jacobs Levy Equity Management, Inc | 2,517 | $755.0K | 0.00% | −52−2.0% | Reduced |
| Everence Capital Management Inc | 2,550 | $765.0K | 0.05% | −1,180−31.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,566 | $769.7K | 0.02% | +274+12.0% | Added |
| Stifel Financial Corp | 2,619 | $785.6K | 0.00% | +1,818+227.0% | Added |
| Quantinno Capital Management LP | 2,730 | $818.9K | 0.01% | +88+3.3% | Added |
| BNP Paribas Arbitrage, SA | 2,743 | $822.8K | 0.00% | −6,470−70.2% | Reduced |
| Brevan Howard Capital Management LP | 2,746 | $823.7K | 0.02% | +1,601+139.8% | Added |
| Pictet Asset Management Holding SA | 2,761 | $828.2K | 0.00% | +509+22.6% | Added |
| Man Group plc | 2,915 | $874.4K | 0.00% | −1,514−34.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,967 | $889.8K | 0.00% | +406+15.9% | Added |
| Captrust Financial Advisors | 3,100 | $929.8K | 0.00% | +749+31.9% | Added |
| Park Avenue Securities LLC | 3,103 | $931.0K | 0.01% | +990+46.9% | Added |
| Engineers Gate Manager LP | 3,200 | $959.8K | 0.02% | +3,200 | New |
| Glenmede Trust Co NA | 3,341 | $1.00M | 0.01% | −592−15.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,385 | $1.02M | 0.01% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,389 | $1.02M | 0.00% | +577+20.5% | Added |
| Sit Investment Associates Inc | 3,425 | $1.03M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,466 | $1.04M | 0.00% | +16+0.5% | Added |