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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Destination Wealth Management | 1,502 | $417.5K | 0.01% | +13+0.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $408.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,410 | $391.9K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,410 | $391.8K | 0.03% | +30+2.2% | Added |
| XTX Topco Ltd | 1,409 | $391.6K | 0.02% | +1,409 | New |
| Fox Run Management, L.L.C. | 1,383 | $384.4K | 0.06% | +1,383 | New |
| Parcion Private Wealth LLC | 1,362 | $378.6K | 0.03% | +2+0.1% | Added |
| Xponance, Inc. | 1,358 | $377.4K | 0.00% | +53+4.1% | Added |
| Tarbox Family Office, Inc. | 1,353 | $376.1K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,353 | $376.1K | 0.00% | +1,353 | New |
| Mercer Global Advisors Inc | 1,341 | $372.7K | 0.00% | −38−2.8% | Reduced |
| Panagora Asset Management Inc | 1,340 | $372.4K | 0.00% | +18+1.4% | Added |
| Washington Trust Bank | 1,333 | $370.5K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,282 | $356.3K | 0.02% | −9−0.7% | Reduced |
| Fiduciary Trust Co | 1,245 | $346.0K | 0.00% | +7+0.6% | Added |
| Heritage Wealth Management, Inc. | 1,221 | $339.4K | 0.11% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,198 | $333.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,159 | $322.3K | 0.00% | −1,053−47.6% | Reduced |
| Vestcor Inc | 1,125 | $313.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,087 | $302.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,080 | $300.2K | 0.00% | −24−2.2% | Reduced |
| Yorktown Management & Research Co Inc | 1,060 | $294.6K | 0.28% | +1,060 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,037 | $288.2K | 0.00% | +1,037 | New |
| Transcend Wealth Collective, LLC | 1,034 | $287.4K | 0.02% | −36−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,027 | $285.5K | 0.00% | −7−0.7% | Reduced |
| Principal Securities, Inc. | 971 | $269.9K | 0.01% | +632+186.4% | Added |
| Ethic Inc. | 951 | $268.0K | 0.00% | +951 | New |
| MQS Management LLC | 963 | $267.7K | 0.15% | +963 | New |
| Kestra Advisory Services, LLC | 944 | $262.4K | 0.00% | +944 | New |
| Commerce Bank | 908 | $252.4K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 905 | $251.1K | 0.00% | +31+3.5% | Added |
| ZWJ Investment Counsel Inc | 900 | $250.1K | 0.01% | +900 | New |
| CI Private Wealth, LLC | 876 | $243.5K | 0.00% | −3−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 870 | $241.8K | 0.02% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 734 | $235.6K | 0.09% | +734 | New |
| Spirepoint Private Client, LLC | 845 | $235.0K | 0.03% | −9−1.1% | Reduced |
| Profund Advisors LLC | 837 | $232.6K | 0.01% | +837 | New |
| Canandaigua National Bank & Trust Co | 833 | $231.5K | 0.02% | −29−3.4% | Reduced |
| SG Americas Securities, LLC | 826 | $230.0K | 0.00% | −2,174−72.5% | Reduced |
| New Age Alpha Advisors, LLC | 807 | $224.3K | 0.01% | −1−0.1% | Reduced |
| Baird Financial Group, Inc. | 806 | $224.0K | 0.00% | +806 | New |
| Journey Strategic Wealth LLC | 798 | $221.8K | 0.01% | +798 | New |
| Atria Investments LLC | 798 | $221.8K | 0.00% | −747−48.3% | Reduced |
| Personal Cfo Solutions, LLC | 780 | $216.7K | 0.04% | +780 | New |
| Crossmark Global Holdings, Inc. | 725 | $201.5K | 0.00% | +725 | New |
| Flagship Harbor Advisors, LLC | 723 | $200.9K | 0.01% | +723 | New |
| Ci Investments Inc. | 712 | $198.0K | 0.00% | −22−3.0% | Reduced |
| Investors Research Corp | 700 | $194.6K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 613 | $170.4K | 0.00% | +20+3.4% | Added |
| KBC Group NV | 528 | $147.0K | 0.00% | −240−31.3% | Reduced |
| South State Corp. | 515 | $143.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 419 | $116.5K | 0.00% | −1−0.2% | Reduced |
| Ramirez Asset Management, Inc. | 400 | $111.2K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 375 | $104.2K | 0.01% | −20−5.1% | Reduced |
| CWM, LLC | 345 | $96.0K | 0.00% | +37+12.0% | Added |
| Signaturefd, LLC | 338 | $93.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 336 | $93.4K | 0.01% | −104−23.6% | Reduced |
| Smartleaf Asset Management LLC | 330 | $93.0K | 0.01% | +39+13.4% | Added |
| Ronald Blue Trust, Inc. | 288 | $80.0K | 0.00% | +35+13.8% | Added |
| Aster Capital Management (DIFC) Ltd | 275 | $76.4K | 0.02% | +36+15.1% | Added |
| IFP Advisors, Inc | 157 | $74.6K | 0.00% | −90−36.4% | Reduced |
| Allworth Financial LP | 254 | $70.6K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 245 | $68.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 241 | $67.0K | 0.01% | −31−11.4% | Reduced |
| Geneos Wealth Management Inc. | 217 | $60.3K | 0.00% | +47+27.6% | Added |
| Missouri Trust & Investment Co | 203 | $56.4K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 195 | $54.2K | 0.02% | −2−1.0% | Reduced |
| Acadian Asset Management LLC | 191 | $53.0K | 0.00% | −3,940−95.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 186 | $51.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 175 | $48.6K | 0.00% | −41−19.0% | Reduced |
| Wealth Preservation Advisors, LLC | 151 | $42.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $41.7K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 148 | $41.2K | 0.01% | +148 | New |
| Covestor Ltd | 140 | $39.0K | 0.02% | −59−29.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 112 | $37.7K | 0.01% | +112 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $34.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 122 | $34.3K | 0.00% | +98+408.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 114 | $32.0K | 0.00% | −378−76.8% | Reduced |
| AdvisorNet Financial, Inc | 114 | $31.7K | 0.00% | +37+48.1% | Added |
| Parkside Financial Bank & Trust | 113 | $31.4K | 0.00% | +12+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 111 | $30.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 105 | $29.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 103 | $28.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 102 | $28.4K | 0.00% | +102 | New |
| GWM Advisors LLC | 100 | $27.9K | 0.00% | −2−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 100 | $27.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $27.8K | 0.00% | +100 | New |
| Bessemer Group Inc | 90 | $25.0K | 0.00% | −10−10.0% | Reduced |
| Bogart Wealth, LLC | 80 | $22.2K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 80 | $22.2K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 75 | $20.8K | 0.00% | −34−31.2% | Reduced |
| SRS Capital Advisors, Inc. | 65 | $18.1K | 0.00% | +54+490.9% | Added |
| Spire Wealth Management | 59 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $14.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $14.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 45 | $12.5K | 0.00% | −32−41.6% | Reduced |
| Optiver Holding B.V. | 45 | $12.5K | 0.00% | −20−30.8% | Reduced |
| MAI Capital Management | 44 | $12.2K | 0.00% | +37+528.6% | Added |
| Umb Bank N A | 43 | $12.0K | 0.00% | −19−30.6% | Reduced |
| Sterling Capital Management LLC | 43 | $12.0K | 0.00% | +25+138.9% | Added |