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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 1,596 | $478.7K | 0.06% | +1,596 | New |
| Destination Wealth Management | 1,486 | $445.7K | 0.01% | −562−27.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $440.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,410 | $422.9K | 0.01% | −100−6.6% | Reduced |
| Mercer Global Advisors Inc | 1,394 | $418.2K | 0.00% | +56+4.2% | Added |
| Farther Finance Advisors, LLC | 1,391 | $417.3K | 0.02% | +5+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,376 | $412.9K | 0.03% | −326−19.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,366 | $409.7K | 0.01% | +481+54.4% | Added |
| Parcion Private Wealth LLC | 1,360 | $407.9K | 0.03% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,357 | $407.0K | 0.31% | +1,357 | New |
| Evergreen Capital Management LLC | 1,354 | $406.1K | 0.01% | +100+8.0% | Added |
| Tarbox Family Office, Inc. | 1,353 | $405.9K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,349 | $405.0K | 0.01% | −199−12.9% | Reduced |
| Modus Advisors, LLC | 1,348 | $404.3K | 0.13% | +1,348 | New |
| Washington Trust Bank | 1,333 | $399.8K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,300 | $389.9K | 0.00% | +332+34.3% | Added |
| HighPoint Advisor Group LLC | 1,273 | $387.0K | 0.02% | +19+1.5% | Added |
| Avantax Advisory Services, Inc. | 1,267 | $379.9K | 0.00% | −31−2.4% | Reduced |
| Arete Wealth Advisors, LLC | 1,250 | $375.0K | 0.03% | +146+13.2% | Added |
| Xponance, Inc. | 1,241 | $372.2K | 0.00% | +106+9.3% | Added |
| Panagora Asset Management Inc | 1,238 | $371.3K | 0.00% | +5+0.4% | Added |
| Heritage Wealth Management, Inc. | 1,222 | $366.5K | 0.12% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,100 | $329.9K | 0.00% | −100−8.3% | Reduced |
| Mackenzie Financial Corp | 1,087 | $326.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,087 | $323.8K | 0.00% | −534−32.9% | Reduced |
| Level Four Advisory Services, LLC | 1,025 | $307.4K | 0.01% | +1,025 | New |
| CIBC Private Wealth Group, LLC | 992 | $295.1K | 0.00% | +4+0.4% | Added |
| CenterBook Partners LP | 970 | $291.0K | 0.02% | +970 | New |
| Cynosure Management, LLC | 928 | $278.4K | 0.04% | −368−28.4% | Reduced |
| CI Private Wealth, LLC | 911 | $273.3K | 0.00% | −15−1.6% | Reduced |
| BOS Asset Management, LLC | 893 | $267.9K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 888 | $266.4K | 0.00% | −50−5.3% | Reduced |
| Profund Advisors LLC | 873 | $261.9K | 0.01% | +19+2.2% | Added |
| 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 |
| Bailard, Inc. | 868 | $260.4K | 0.01% | +868 | New |
| Wolverine Trading, LLC | 859 | $256.0K | 0.01% | −1,502−63.6% | Reduced |
| Spirepoint Private Client, LLC | 825 | $247.5K | 0.03% | −15−1.8% | Reduced |
| M&T Bank Corp | 820 | $246.0K | 0.00% | −129−13.6% | Reduced |
| Journey Strategic Wealth LLC | 782 | $234.6K | 0.01% | −1−0.1% | Reduced |
| KBC Group NV | 768 | $230.0K | 0.00% | +218+39.6% | Added |
| Quadrant Capital Group LLC | 754 | $226.2K | 0.02% | +37+5.2% | Added |
| Trust Point Inc. | 751 | $225.3K | 0.02% | +751 | New |
| Flagship Harbor Advisors, LLC | 711 | $213.3K | 0.01% | −12−1.7% | Reduced |
| Baird Financial Group, Inc. | 711 | $213.3K | 0.00% | +415+140.2% | Added |
| Investors Research Corp | 700 | $210.0K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 691 | $207.3K | 0.02% | +691 | New |
| Concurrent Investment Advisors, LLC | 688 | $206.4K | 0.01% | −19−2.7% | Reduced |
| Sage Rhino Capital LLC | 682 | $204.6K | 0.04% | +682 | New |
| Ci Investments Inc. | 648 | $194.0K | 0.00% | +648 | New |
| Fifth Third Bancorp | 579 | $173.7K | 0.00% | +1+0.2% | Added |
| South State Corp. | 515 | $154.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $150.0K | 0.03% | +500 | New |
| Harbour Investments, Inc. | 419 | $125.7K | 0.00% | +24+6.1% | Added |
| Kapitalo Investimentos Ltda | 413 | $123.9K | 0.08% | +413 | New |
| Ronald Blue Trust, Inc. | 397 | $119.1K | 0.00% | −260−39.6% | Reduced |
| Avalon Trust Co | 395 | $118.5K | 0.01% | +20+5.3% | Added |
| EverSource Wealth Advisors, LLC | 375 | $112.5K | 0.01% | +87+30.2% | Added |
| Principal Securities, Inc. | 339 | $101.7K | 0.00% | +250+280.9% | Added |
| Smartleaf Asset Management LLC | 314 | $93.6K | 0.01% | +242+336.1% | Added |
| Mather Group, LLC. | 307 | $92.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 279 | $84.0K | 0.00% | −31−10.0% | Reduced |
| GAMMA Investing LLC | 277 | $83.1K | 0.01% | +60+27.6% | Added |
| Wood Tarver Financial Group, LLC | 245 | $73.0K | 0.02% | +245 | New |
| Allworth Financial LP | 227 | $69.9K | 0.00% | +160+238.8% | Added |
| Missouri Trust & Investment Co | 203 | $60.9K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 197 | $59.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $55.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 173 | $51.0K | 0.00% | +173 | New |
| Parallel Advisors, LLC | 168 | $50.4K | 0.00% | +1+0.6% | Added |
| Park Square Financial Group, LLC | 150 | $45.1K | 0.03% | +150 | New |
| West Oak Capital, LLC | 150 | $45.0K | 0.02% | −50−25.0% | Reduced |
| IFP Advisors, Inc | 137 | $42.9K | 0.00% | +131+2,183.3% | Added |
| Caitong International Asset Management Co., Ltd | 130 | $39.0K | 0.04% | +130 | New |
| Signaturefd, LLC | 123 | $36.9K | 0.00% | +6+5.1% | Added |
| Geneos Wealth Management Inc. | 116 | $34.8K | 0.00% | +9+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $33.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $30.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $30.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 91 | $27.3K | 0.00% | −53−36.8% | Reduced |
| Bessemer Group Inc | 89 | $27.0K | 0.00% | +20+29.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 80 | $24.0K | 0.02% | +80 | New |
| SRS Capital Advisors, Inc. | 68 | $20.4K | 0.00% | +2+3.0% | Added |
| Rise Advisors, LLC | 67 | $20.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 58 | $17.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $16.9K | 0.00% | +55 | New |
| Salem Investment Counselors Inc | 52 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $15.3K | 0.00% | +3+6.3% | Added |
| JNBA Financial Advisors | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $14.1K | 0.00% | +12+34.3% | Added |
| FSA Wealth Management LLC | 41 | $12.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 38 | $12.0K | 0.01% | +38 | New |
| Umb Bank N A | 38 | $11.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $10.5K | 0.01% | +35 | New |
| Hemington Wealth Management | 36 | $10.0K | 0.00% | +7+24.1% | Added |