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, Q2 2025

Institutional positions in Piper Sandler Companies as of Jun 30, 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
357
+3 vs. Q1 2025
Shares held
15.0M
+757.6K (+5.3%) vs. Q1 2025
Total value
$4.17B
+$642.3M (+18.2%) vs. Q1 2025
New holders
51
126 more added
Sold out
48
114 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 357 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 heldQ2 2025: $4.17B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q1 2025.

Institutions holding PIPR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%+1New
Bay Harbor Wealth Management, LLC1$2770.00%00.0%Unchanged
Abound Wealth Management1$2780.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$2780.00%00.0%Unchanged
HFM Investment Advisors, LLC1$2780.00%00.0%Unchanged
TFC Financial Management1$2780.00%+1New
Pineridge Advisors LLC1$2810.00%00.0%Unchanged
Stephens Consulting, LLC2$5560.00%−3−60.0%Reduced
SJS Investment Consulting Inc.2$5560.00%−2−50.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC2$5560.00%+2New
Essential Partners LLC2$5560.00%+2New
UMA Financial Services, Inc.3$8340.00%−3−50.0%Reduced
Cedar Mountain Advisors, LLC3$8340.00%00.0%Unchanged
SBI Securities Co., Ltd.3$8340.00%00.0%Unchanged
True Wealth Design, LLC3$8340.00%00.0%Unchanged
Rialto Wealth Management, LLC3$8340.00%+3New
Clarity Asset Management, Inc.4$1.10K0.00%00.0%Unchanged
Larson Financial Group LLC4$1.11K0.00%+2+100.0%Added
Global Retirement Partners, LLC4$1.11K0.00%+4New
CVA Family Office, LLC5$1.39K0.00%−4−44.4%Reduced
HM Payson & Co6$1.67K0.00%00.0%Unchanged
Tortoise Investment Management, LLC6$1.67K0.00%+6New
Atlantic Trust, LLC6$1.67K0.00%+6New
Huntington National Bank7$1.95K0.00%−4−36.4%Reduced
Vermillion Wealth Management, Inc.7$1.96K0.00%−16−69.6%Reduced
Glen Eagle Advisors, LLC7$1.99K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$2.22K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$2.23K0.00%−28−77.8%Reduced
NewSquare Capital LLC9$2.50K0.00%−30−76.9%Reduced
Provenance Wealth Advisors, LLC9$2.50K0.00%00.0%Unchanged
Fortitude Family Office, LLC9$2.50K0.00%+5+125.0%Added
Bryn Mawr Trust Co10$2.78K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA10$2.78K0.01%00.0%Unchanged
Concorde Financial Corp10$2.78K0.00%+10New
Creative Financial Designs Inc11$3.06K0.00%−4−26.7%Reduced
Riggs Asset Managment Co. Inc.11$3.06K0.00%+11New
WealthCollab, LLC11$3.06K0.00%+11New
Ameritas Advisory Services, LLC13$3.61K0.00%+13New
Private Trust Co NA15$4.17K0.00%−36−70.6%Reduced
Vermillion & White Wealth Management Group, LLC15$4.17K0.00%+2+15.4%Added
Private Wealth Management Group, LLC17$4.72K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd17$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$5.00K0.00%−1−5.3%Reduced
Prestige Wealth Management Group LLC19$5.28K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$6.95K0.00%−4−13.8%Reduced
DiNuzzo Private Wealth, Inc.25$6.95K0.00%00.0%Unchanged
Clearstead Advisors, LLC25$6.95K0.00%+25New
Lazard Asset Management LLC28$7.00K0.00%+26+1,300.0%Added
WPG Advisers, LLC26$7.23K0.01%−8−23.5%Reduced
Bare Financial Services, Inc26$7.23K0.00%+19+271.4%Added
Rothschild Investment LLC32$8.89K0.00%−2−5.9%Reduced
Hemington Wealth Management34$9.00K0.00%−5−12.8%Reduced
Assetmark, Inc34$9.32K0.00%+19+126.7%Added
HighMark Wealth Management LLC35$9.68K0.00%+35New
GHP Investment Advisors, Inc.37$10.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC39$10.8K0.00%−14−26.4%Reduced
FSA Wealth Management LLC41$11.4K0.00%00.0%Unchanged
Umb Bank N A43$12.0K0.00%−19−30.6%Reduced
Sterling Capital Management LLC43$12.0K0.00%+25+138.9%Added
MAI Capital Management44$12.2K0.00%+37+528.6%Added
Optiver Holding B.V.45$12.5K0.00%−20−30.8%Reduced
Skopos Labs, Inc.45$12.5K0.00%−32−41.6%Reduced
Salem Investment Counselors Inc52$14.5K0.00%00.0%Unchanged
Rise Advisors, LLC52$14.5K0.01%00.0%Unchanged
Spire Wealth Management59$16.3K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.65$18.1K0.00%+54+490.9%Added
Massmutual Trust Co FSB75$20.8K0.00%−34−31.2%Reduced
Bogart Wealth, LLC80$22.2K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.80$22.2K0.03%00.0%Unchanged
Bessemer Group Inc90$25.0K0.00%−10−10.0%Reduced
Nomura Asset Management Co Ltd100$27.8K0.00%00.0%Unchanged
Danske Bank A/S100$27.8K0.00%+100New
GWM Advisors LLC100$27.9K0.00%−2−2.0%Reduced
Central Trust Co102$28.4K0.00%+102New
Financial Perspectives, Inc103$28.6K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC105$29.2K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC111$30.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust113$31.4K0.00%+12+11.9%Added
AdvisorNet Financial, Inc114$31.7K0.00%+37+48.1%Added
BI Asset Management Fondsmaeglerselskab A/S114$32.0K0.00%−378−76.8%Reduced
Jones Financial Companies LLLP122$34.3K0.00%+98+408.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.125$34.7K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC112$37.7K0.01%+112New
Covestor Ltd140$39.0K0.02%−59−29.6%Reduced
Point72 Asia (Singapore) Pte. Ltd.148$41.2K0.01%+148New
West Oak Capital, LLC150$41.7K0.02%00.0%Unchanged
Wealth Preservation Advisors, LLC151$42.0K0.03%00.0%Unchanged
Parallel Advisors, LLC175$48.6K0.00%−41−19.0%Reduced
Bartlett & Co. Wealth Management LLC186$51.7K0.00%00.0%Unchanged
Acadian Asset Management LLC191$53.0K0.00%−3,940−95.4%Reduced
DHJJ Financial Advisors, Ltd.195$54.2K0.02%−2−1.0%Reduced
Missouri Trust & Investment Co203$56.4K0.02%00.0%Unchanged
Geneos Wealth Management Inc.217$60.3K0.00%+47+27.6%Added
Versant Capital Management, Inc241$67.0K0.01%−31−11.4%Reduced
Wood Tarver Financial Group, LLC245$68.0K0.02%00.0%Unchanged
Allworth Financial LP254$70.6K0.00%00.0%Unchanged
IFP Advisors, Inc157$74.6K0.00%−90−36.4%Reduced
Aster Capital Management (DIFC) Ltd275$76.4K0.02%+36+15.1%Added
Ronald Blue Trust, Inc.288$80.0K0.00%+35+13.8%Added
Smartleaf Asset Management LLC330$93.0K0.01%+39+13.4%Added