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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,467 | $363.3K | 0.01% | +113+8.3% | Added |
| Tudor Investment Corp Et Al | 1,434 | $355.1K | 0.00% | −19,720−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,410 | $349.2K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,380 | $341.7K | 0.03% | +4+0.3% | Added |
| Mercer Global Advisors Inc | 1,379 | $341.5K | 0.00% | −15−1.1% | Reduced |
| Parcion Private Wealth LLC | 1,360 | $336.8K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,353 | $335.1K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 1,333 | $330.1K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,322 | $327.4K | 0.00% | +84+6.8% | Added |
| Xponance, Inc. | 1,305 | $323.2K | 0.00% | +64+5.2% | Added |
| Cynosure Management, LLC | 1,300 | $322.0K | 0.04% | +372+40.1% | Added |
| Avantax Advisory Services, Inc. | 1,292 | $320.0K | 0.00% | +25+2.0% | Added |
| HighPoint Advisor Group LLC | 1,291 | $312.4K | 0.02% | +18+1.4% | Added |
| Burney Co | 1,247 | $308.8K | 0.01% | −610−32.8% | Reduced |
| Fiduciary Trust Co | 1,238 | $306.6K | 0.00% | +1,238 | New |
| Heritage Wealth Management, Inc. | 1,221 | $302.4K | 0.10% | −1−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,201 | $297.0K | 0.02% | −49−3.9% | Reduced |
| Modus Advisors, LLC | 1,198 | $296.7K | 0.10% | −150−11.1% | Reduced |
| Vestcor Inc | 1,125 | $279.0K | 0.01% | −4,588−80.3% | Reduced |
| RSM US Wealth Management LLC | 1,104 | $273.3K | 0.00% | +17+1.6% | Added |
| Mackenzie Financial Corp | 1,087 | $269.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,070 | $265.0K | 0.02% | +1,070 | New |
| Entropy Technologies, LP | 1,022 | $253.1K | 0.02% | +1,022 | New |
| United Services Automobile Association | 999 | $247.2K | 0.01% | +999 | New |
| Dark Forest Capital Management LP | 979 | $242.5K | 0.01% | +979 | New |
| Commerce Bank | 908 | $224.9K | 0.00% | +20+2.3% | Added |
| First Citizens Bank & Trust Co | 900 | $222.9K | 0.01% | +900 | New |
| BOS Asset Management, LLC | 893 | $221.2K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,034 | $217.9K | 0.00% | +42+4.2% | Added |
| CI Private Wealth, LLC | 879 | $217.7K | 0.00% | −32−3.5% | Reduced |
| M&T Bank Corp | 874 | $216.7K | 0.00% | +54+6.6% | Added |
| Stonebridge Capital Advisors LLC | 870 | $215.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 868 | $215.0K | 0.00% | +868 | New |
| Allianz Asset Management GmbH | 867 | $214.7K | 0.00% | −233−21.2% | Reduced |
| Canandaigua National Bank & Trust Co | 862 | $213.5K | 0.02% | −8−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 858 | $212.5K | 0.01% | −508−37.2% | Reduced |
| Spirepoint Private Client, LLC | 854 | $211.6K | 0.03% | +29+3.5% | Added |
| Syon Capital LLC | 845 | $209.3K | 0.02% | +845 | New |
| HB Wealth Management, LLC | 835 | $206.8K | 0.00% | +835 | New |
| Vicus Capital | 823 | $203.8K | 0.02% | +132+19.1% | Added |
| New Age Alpha Advisors, LLC | 808 | $200.1K | 0.01% | −819−50.3% | Reduced |
| KBC Group NV | 768 | $190.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 734 | $182.0K | 0.00% | +86+13.3% | Added |
| Investors Research Corp | 700 | $173.4K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 593 | $146.9K | 0.00% | +14+2.4% | Added |
| South State Corp. | 515 | $127.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 492 | $122.0K | 0.00% | +492 | New |
| GAMMA Investing LLC | 440 | $109.0K | 0.01% | +163+58.8% | Added |
| Harbour Investments, Inc. | 420 | $104.0K | 0.00% | +1+0.2% | Added |
| Principal Securities, Inc. | 339 | $101.7K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $99.1K | 0.02% | −100−20.0% | Reduced |
| Avalon Trust Co | 395 | $97.8K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 350 | $86.6K | 0.00% | +350 | New |
| Cloud Capital Management, LLC | 350 | $86.0K | 0.06% | +350 | New |
| Signaturefd, LLC | 338 | $83.7K | 0.00% | +215+174.8% | Added |
| Mather Group, LLC. | 307 | $76.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 308 | $76.0K | 0.00% | +29+10.4% | Added |
| Smartleaf Asset Management LLC | 291 | $72.0K | 0.01% | −23−7.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 239 | $69.2K | 0.01% | −2,265−90.5% | Reduced |
| Versant Capital Management, Inc | 272 | $67.4K | 0.01% | +251+1,195.2% | Added |
| IFP Advisors, Inc | 247 | $63.0K | 0.00% | +110+80.3% | Added |
| Ronald Blue Trust, Inc. | 253 | $62.7K | 0.00% | −144−36.3% | Reduced |
| Wood Tarver Financial Group, LLC | 245 | $60.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 254 | $60.0K | 0.00% | +27+11.9% | Added |
| Parallel Advisors, LLC | 216 | $53.5K | 0.00% | +48+28.6% | Added |
| Missouri Trust & Investment Co | 203 | $50.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 199 | $49.0K | 0.03% | +161+423.7% | Added |
| DHJJ Financial Advisors, Ltd. | 197 | $48.8K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $46.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 170 | $42.1K | 0.00% | +54+46.6% | Added |
| Wealth Preservation Advisors, LLC | 151 | $37.4K | 0.03% | +151 | New |
| West Oak Capital, LLC | 150 | $37.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $31.0K | 0.00% | +104+495.2% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $27.5K | 0.00% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 112 | $27.0K | 0.01% | +112 | New |
| Massmutual Trust Co FSB | 109 | $27.0K | 0.00% | +62+131.9% | Added |
| Private Wealth Asset Management, LLC | 105 | $26.0K | 0.00% | +105 | New |
| Financial Perspectives, Inc | 103 | $25.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 102 | $25.3K | 0.00% | +1+1.0% | Added |
| Parkside Financial Bank & Trust | 101 | $25.0K | 0.00% | +99+4,950.0% | Added |
| Bessemer Group Inc | 100 | $25.0K | 0.00% | +11+12.4% | Added |
| Nomura Asset Management Co Ltd | 100 | $24.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 81 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $19.8K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 80 | $19.8K | 0.02% | +80 | New |
| Hexagon Capital Partners LLC | 79 | $19.6K | 0.00% | −12−13.2% | Reduced |
| AdvisorNet Financial, Inc | 77 | $19.1K | 0.00% | +72+1,440.0% | Added |
| Skopos Labs, Inc. | 77 | $19.1K | 0.00% | +77 | New |
| Optiver Holding B.V. | 65 | $16.1K | 0.00% | +65 | New |
| Umb Bank N A | 62 | $15.4K | 0.00% | +24+63.2% | Added |
| Spire Wealth Management | 59 | $14.5K | 0.00% | +1+1.7% | Added |
| EverSource Wealth Advisors, LLC | 53 | $13.1K | 0.00% | −322−85.9% | Reduced |
| Rise Advisors, LLC | 52 | $12.9K | 0.01% | −15−22.4% | Reduced |
| Salem Investment Counselors Inc | 52 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $12.6K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $9.66K | 0.00% | +39 | New |
| GHP Investment Advisors, Inc. | 37 | $9.09K | 0.00% | +1+2.8% | Added |
| Hemington Wealth Management | 39 | $9.00K | 0.00% | +3+8.3% | Added |