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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.

Institutional holdersQ4 2024: 350 institutions
Q1 2021: 215 institutionsQ2 2021: 217 institutionsQ3 2021: 239 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 248 institutionsQ3 2022: 242 institutionsQ4 2022: 245 institutionsQ1 2023: 247 institutionsQ2 2023: 234 institutionsQ3 2023: 240 institutionsQ4 2023: 258 institutionsQ1 2024: 284 institutionsQ2 2024: 311 institutionsQ3 2024: 334 institutionsQ4 2024: 350 institutionsQ1 2025: 358 institutionsQ2 2025: 357 institutionsQ3 2025: 382 institutionsQ4 2025: 419 institutionsQ1 2026: 393 institutionsQ2 2026: 422 institutions
Value heldQ4 2024: $4.28B
Q1 2021: $1.31BQ2 2021: $1.53BQ3 2021: $1.62BQ4 2021: $2.12BQ1 2022: $1.58BQ2 2022: $1.33BQ3 2022: $1.21BQ4 2022: $1.50BQ1 2023: $1.65BQ2 2023: $1.56BQ3 2023: $1.82BQ4 2023: $2.25BQ1 2024: $2.62BQ2 2024: $3.15BQ3 2024: $4.02BQ4 2024: $4.28BQ1 2025: $3.53BQ2 2025: $4.17BQ3 2025: $5.14BQ4 2025: $5.16BQ1 2026: $4.59BQ2 2026: $4.47B
Institutions holding PIPR and their total value by quarter
QuarterHoldersValue
Q2 2026422$4.47B
Q1 2026393$4.59B
Q4 2025419$5.16B
Q3 2025382$5.14B
Q2 2025357$4.17B
Q1 2025358$3.53B
Q4 2024350$4.28B
Q3 2024334$4.02B
Q2 2024311$3.15B
Q1 2024284$2.62B
Q4 2023258$2.25B
Q3 2023240$1.82B
Q2 2023234$1.56B
Q1 2023247$1.65B
Q4 2022245$1.50B
Q3 2022242$1.21B
Q2 2022248$1.33B
Q1 2022261$1.58B
Q4 2021262$2.12B
Q3 2021239$1.62B
Q2 2021217$1.53B
Q1 2021215$1.31B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q3 2024.

Institutions holding PIPR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hillsdale Investment Management Inc.25$7.50K0.00%−5−16.7%Reduced
Bell Investment Advisors, Inc25$7.50K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$7.50K0.00%00.0%Unchanged
NCP Inc.25$7.50K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.23$6.90K0.00%+23New
Rothschild Investment LLC23$6.90K0.00%+1+4.5%Added
Jones Financial Companies LLLP22$6.60K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.21$6.33K0.00%00.0%Unchanged
Versant Capital Management, Inc21$6.30K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$5.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC19$5.70K0.00%00.0%Unchanged
Sterling Capital Management LLC18$5.40K0.00%00.0%Unchanged
Quarry LP18$5.40K0.00%+18New
Private Wealth Management Group, LLC17$5.10K0.00%00.0%Unchanged
GeoWealth Management, LLC17$5.10K0.00%00.0%Unchanged
Cohen & Steers, Inc.17$5.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC16$4.80K0.00%+1+6.7%Added
Assetmark, Inc15$4.50K0.00%+8+114.3%Added
Northwestern Mutual Wealth Management Co11$3.30K0.00%+11New
Creative Financial Designs Inc11$3.30K0.00%00.0%Unchanged
Bryn Mawr Trust Co10$3.00K0.00%−3−23.1%Reduced
Laurel Wealth Advisors LLC10$3.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$3.00K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA10$3.00K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC9$2.70K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$2.54K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC7$2.12K0.00%00.0%Unchanged
Lindbrook Capital, LLC7$2.10K0.00%00.0%Unchanged
MAI Capital Management7$2.10K0.00%+7New
HM Payson & Co6$1.80K0.00%00.0%Unchanged
Huntington National Bank5$1.50K0.00%−24−82.8%Reduced
AdvisorNet Financial, Inc5$1.50K0.00%−1−16.7%Reduced
Global Financial Private Client, LLC5$1.50K0.00%+1+25.0%Added
Horizon Investments, LLC5$1.50K0.00%+5New
Global Retirement Partners, LLC4$1.20K0.00%−10−71.4%Reduced
SJS Investment Consulting Inc.4$1.20K0.00%−3−42.9%Reduced
Center for Financial Planning, Inc.4$1.20K0.00%+4New
SBI Securities Co., Ltd.4$1.20K0.00%+4New
Clarity Asset Management, Inc.4$1.17K0.00%00.0%Unchanged
Continuum Advisory, LLC3$9000.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$9000.00%00.0%Unchanged
CVA Family Office, LLC3$9000.00%00.0%Unchanged
Larson Financial Group LLC2$6000.00%00.0%Unchanged
Parkside Financial Bank & Trust2$6000.00%+1+100.0%Added
Pineridge Advisors LLC1$3010.00%00.0%Unchanged
First Pacific Financial1$3000.00%−11−91.7%Reduced
Abound Wealth Management1$3000.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC1$3000.00%+1New
Parkworth Wealth Management, Inc.1$3000.00%+1New
Putney Financial Group LLC1$3000.00%+1New
Philadelphia Financial Management of San Francisco, LLC0$00.00%−21,514−100.0%Sold out
CIBC World Markets Inc.0$00.00%−19,080−100.0%Sold out
Advisors Preferred, LLC0$00.00%−9,430−100.0%Sold out
TD Asset Management Inc0$00.00%−7,200−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,802−100.0%Sold out
Bridgewater Associates, LP0$00.00%−5,036−100.0%Sold out
Taika Capital, LP0$00.00%−3,137−100.0%Sold out
Versor Investments LP0$00.00%−3,100−100.0%Sold out
Walleye Capital LLC0$00.00%−2,394−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,809−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−1,500−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,360−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,267−100.0%Sold out
CIBC Asset Management Inc0$00.00%−1,057−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,032−100.0%Sold out
Marshall Wace, LLP0$00.00%−917−100.0%Sold out
Veriti Management LLC0$00.00%−907−100.0%Sold out
ZWJ Investment Counsel Inc0$00.00%−782−100.0%Sold out
Blue Owl Capital Holdings LP0$00.00%−607−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−271−100.0%Sold out
Danske Bank A/S0$00.00%−100−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−75−100.0%Sold out
Claris Advisors, LLC0$00.00%−44−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−34−100.0%Sold out
First Community Trust NA0$00.00%−34−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−33−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−27−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−16−100.0%Sold out
Reston Wealth Management LLC0$00.00%−14−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−10−100.0%Sold out
NBC Securities, Inc.0$00.00%−5−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Peterson Financial Group, Inc.––––Not filed