Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Piper Sandler Companies as of Mar 31, 2025. 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
358
+13 vs. Q4 2024
Shares held
14.3M
+225.9K (+1.6%) vs. Q4 2024
Total value
$3.53B
−$677.2M (−16.1%) vs. Q4 2024
New holders
52
138 more added
Sold out
39
105 more reduced

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 358 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 heldQ1 2025: $3.53B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q4 2024.

Institutions holding PIPR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC2$00.00%−171−98.8%Reduced
Bay Harbor Wealth Management, LLC1$2470.00%+1New
Abound Wealth Management1$2480.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$2480.00%00.0%Unchanged
Quest Partners LLC1$2480.00%+1New
WealthTrak Capital Management LLC1$2480.00%+1New
HFM Investment Advisors, LLC1$2480.00%+1New
Pineridge Advisors LLC1$2490.00%00.0%Unchanged
Larson Financial Group LLC2$4950.00%00.0%Unchanged
SBI Securities Co., Ltd.3$7430.00%−1−25.0%Reduced
Cedar Mountain Advisors, LLC3$7430.00%00.0%Unchanged
True Wealth Design, LLC3$7430.00%+3New
Clarity Asset Management, Inc.4$9810.00%00.0%Unchanged
Fortitude Family Office, LLC4$9910.00%−6−60.0%Reduced
Center for Financial Planning, Inc.4$9910.00%00.0%Unchanged
SJS Investment Consulting Inc.4$9910.00%00.0%Unchanged
NBC Securities, Inc.5$1.00K0.00%+5New
Hantz Financial Services, Inc.5$1.00K0.00%+5New
Hughes Financial Services, LLC4$1.01K0.00%+4New
Northwestern Mutual Wealth Management Co5$1.24K0.00%−6−54.5%Reduced
Stephens Consulting, LLC5$1.24K0.00%+5New
HM Payson & Co6$1.49K0.00%00.0%Unchanged
UMA Financial Services, Inc.6$1.49K0.00%+6New
MAI Capital Management7$1.73K0.00%00.0%Unchanged
Bare Financial Services, Inc7$1.73K0.00%+7New
Glen Eagle Advisors, LLC7$1.77K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$1.98K0.00%+3+60.0%Added
TD Private Client Wealth LLC8$1.98K0.00%+8New
Johnson Financial Group, Inc.8$1.98K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$2.23K0.00%00.0%Unchanged
CVA Family Office, LLC9$2.23K0.00%+6+200.0%Added
Continuum Advisory, LLC9$2.23K0.00%+6+200.0%Added
Bryn Mawr Trust Co10$2.48K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$2.48K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA10$2.48K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.11$2.73K0.00%−57−83.8%Reduced
Huntington National Bank11$2.73K0.00%+6+120.0%Added
Lindbrook Capital, LLC13$3.22K0.00%+6+85.7%Added
Vermillion & White Wealth Management Group, LLC13$3.22K0.00%+13New
Assetmark, Inc15$3.71K0.00%00.0%Unchanged
Creative Financial Designs Inc15$3.71K0.00%+4+36.4%Added
Altshuler Shaham Ltd15$3.71K0.00%+15New
Harvest Fund Management Co., Ltd17$4.00K0.00%−1,998−99.2%Reduced
Chesapeake Asset Management LLC17$4.21K0.00%+17New
Private Wealth Management Group, LLC17$4.21K0.00%00.0%Unchanged
Sterling Capital Management LLC18$4.46K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$4.71K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC19$4.71K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.20$4.95K0.00%−5−20.0%Reduced
Vermillion Wealth Management, Inc.23$5.70K0.00%00.0%Unchanged
Jones Financial Companies LLLP24$5.94K0.00%+2+9.1%Added
Quarry LP24$5.94K0.00%+6+33.3%Added
DiNuzzo Private Wealth, Inc.25$6.19K0.00%00.0%Unchanged
NCP Inc.25$6.19K0.01%00.0%Unchanged
Bell Investment Advisors, Inc29$7.18K0.00%+4+16.0%Added
WPG Advisers, LLC34$8.42K0.01%−1−2.9%Reduced
Rothschild Investment LLC34$8.42K0.00%+11+47.8%Added
Cullen/Frost Bankers, Inc.36$8.92K0.00%+36New
Hemington Wealth Management39$9.00K0.00%+3+8.3%Added
GHP Investment Advisors, Inc.37$9.09K0.00%+1+2.8%Added
NewSquare Capital LLC39$9.66K0.00%+39New
FSA Wealth Management LLC41$10.2K0.00%00.0%Unchanged
Promethos Capital, LLC50$12.4K0.00%00.0%Unchanged
Private Trust Co NA51$12.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc52$12.9K0.00%00.0%Unchanged
Rise Advisors, LLC52$12.9K0.01%−15−22.4%Reduced
EverSource Wealth Advisors, LLC53$13.1K0.00%−322−85.9%Reduced
Spire Wealth Management59$14.5K0.00%+1+1.7%Added
Umb Bank N A62$15.4K0.00%+24+63.2%Added
Optiver Holding B.V.65$16.1K0.00%+65New
AdvisorNet Financial, Inc77$19.1K0.00%+72+1,440.0%Added
Skopos Labs, Inc.77$19.1K0.00%+77New
Hexagon Capital Partners LLC79$19.6K0.00%−12−13.2%Reduced
Bogart Wealth, LLC80$19.8K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.80$19.8K0.02%+80New
Barrow Hanley Mewhinney & Strauss LLC81$20.1K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd100$24.8K0.00%00.0%Unchanged
Bessemer Group Inc100$25.0K0.00%+11+12.4%Added
Parkside Financial Bank & Trust101$25.0K0.00%+99+4,950.0%Added
GWM Advisors LLC102$25.3K0.00%+1+1.0%Added
Financial Perspectives, Inc103$25.5K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC105$26.0K0.00%+105New
Massmutual Trust Co FSB109$27.0K0.00%+62+131.9%Added
von Borstel & Associates, Inc.112$27.0K0.01%+112New
Steward Partners Investment Advisory, LLC111$27.5K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.125$31.0K0.00%+104+495.2%Added
West Oak Capital, LLC150$37.1K0.01%00.0%Unchanged
Wealth Preservation Advisors, LLC151$37.4K0.03%+151New
Geneos Wealth Management Inc.170$42.1K0.00%+54+46.6%Added
Bartlett & Co. Wealth Management LLC186$46.1K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.197$48.8K0.02%00.0%Unchanged
Covestor Ltd199$49.0K0.03%+161+423.7%Added
Missouri Trust & Investment Co203$50.3K0.02%00.0%Unchanged
Parallel Advisors, LLC216$53.5K0.00%+48+28.6%Added
Allworth Financial LP254$60.0K0.00%+27+11.9%Added
Wood Tarver Financial Group, LLC245$60.7K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.253$62.7K0.00%−144−36.3%Reduced
IFP Advisors, Inc247$63.0K0.00%+110+80.3%Added
Versant Capital Management, Inc272$67.4K0.01%+251+1,195.2%Added
Aster Capital Management (DIFC) Ltd239$69.2K0.01%−2,265−90.5%Reduced