Skip to main content

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, Q3 2025

Institutional positions in Piper Sandler Companies as of Sep 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
382
+29 vs. Q2 2025
Shares held
14.8M
+56.2K (+0.4%) vs. Q2 2025
Total value
$5.14B
+$1.04B (+25.3%) vs. Q2 2025
New holders
62
139 more added
Sold out
33
97 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 382 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 heldQ3 2025: $5.14B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q2 2025.

Institutions holding PIPR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$3460.00%00.0%Unchanged
TFC Financial Management1$3470.00%00.0%Unchanged
Abound Wealth Management1$3470.00%00.0%Unchanged
Palisade Asset Management, LLC1$3470.00%+1New
Pineridge Advisors LLC1$3510.00%00.0%Unchanged
PEAK6 LLC2$5280.00%+2New
Turning Point Benefit Group, Inc.2$6770.00%+2New
SJS Investment Consulting Inc.2$6940.00%00.0%Unchanged
Essential Partners LLC2$6940.00%00.0%Unchanged
HFM Investment Advisors, LLC2$6940.00%+1+100.0%Added
UMA Financial Services, Inc.3$1.04K0.00%00.0%Unchanged
SBI Securities Co., Ltd.3$1.04K0.00%00.0%Unchanged
True Wealth Design, LLC3$1.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC3$1.04K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3$1.04K0.00%+3New
Park Place Capital Corp3$1.04K0.00%+3New
Global Retirement Partners, LLC4$1.39K0.00%00.0%Unchanged
Trust Co of Vermont4$1.39K0.00%+4New
Aster Capital Management (DIFC) Ltd5$1.74K0.00%−270−98.2%Reduced
CVA Family Office, LLC5$1.74K0.00%00.0%Unchanged
Montag A & Associates Inc5$1.74K0.00%+5New
Cape Investment Advisory, Inc.5$1.74K0.00%+5New
Whittier Trust Co of Nevada Inc6$2.05K0.00%+6New
HM Payson & Co6$2.08K0.00%00.0%Unchanged
Atlantic Trust, LLC6$2.08K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$2.09K0.00%−2−25.0%Reduced
Huntington National Bank7$2.43K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$2.43K0.00%+1+16.7%Added
Vermillion Wealth Management, Inc.7$2.45K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC7$2.49K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$2.78K0.00%00.0%Unchanged
Fortitude Family Office, LLC9$3.12K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$3.12K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC9$3.12K0.00%+6+200.0%Added
Dakota Community Bank & Trust NA10$3.47K0.01%00.0%Unchanged
WealthCollab, LLC11$3.82K0.00%00.0%Unchanged
Creative Financial Designs Inc11$3.82K0.00%00.0%Unchanged
Albion Financial Group12$4.16K0.00%+12New
Twin Tree Management, LP12$4.16K0.00%+12New
Ameritas Advisory Services, LLC13$4.51K0.00%00.0%Unchanged
Altshuler Shaham Ltd13$4.51K0.00%+13New
Private Trust Co NA15$5.21K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC15$5.21K0.00%00.0%Unchanged
Private Wealth Management Group, LLC17$5.90K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$6.25K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC19$6.59K0.00%00.0%Unchanged
Clearstead Advisors, LLC22$7.63K0.00%−3−12.0%Reduced
Bell Investment Advisors, Inc22$7.63K0.00%−3−12.0%Reduced
DiNuzzo Private Wealth, Inc.25$8.35K0.00%00.0%Unchanged
Rothschild Investment LLC25$8.68K0.00%−7−21.9%Reduced
Caitong International Asset Management Co., Ltd27$9.37K0.01%+27New
Bare Financial Services, Inc29$10.1K0.00%+3+11.5%Added
Wealthspire Advisors, LLC31$10.8K0.00%+31New
MAI Capital Management34$11.8K0.00%−10−22.7%Reduced
Hemington Wealth Management37$12.0K0.00%+3+8.8%Added
HighMark Wealth Management LLC35$12.1K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.37$12.8K0.00%00.0%Unchanged
Root Financial Partners, LLC38$13.2K0.00%+38New
Larson Financial Group LLC38$13.2K0.00%+34+850.0%Added
EverSource Wealth Advisors, LLC39$13.5K0.00%00.0%Unchanged
WPG Advisers, LLC39$13.5K0.01%+13+50.0%Added
FSA Wealth Management LLC41$14.2K0.01%00.0%Unchanged
Sterling Capital Management LLC43$14.9K0.00%00.0%Unchanged
Salem Investment Counselors Inc52$18.0K0.00%00.0%Unchanged
Advisory Services Network, LLC52$18.0K0.00%+52New
Rise Advisors, LLC52$18.1K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.58$19.8K0.00%+58New
Umb Bank N A58$20.1K0.00%+15+34.9%Added
Annis Gardner Whiting Capital Advisors, LLC58$20.1K0.00%+56+2,800.0%Added
Spire Wealth Management59$20.5K0.00%00.0%Unchanged
Federated Hermes, Inc.60$20.8K0.00%+60New
Optiver Holding B.V.74$25.7K0.00%+29+64.4%Added
Massmutual Trust Co FSB76$26.4K0.00%+1+1.3%Added
Bogart Wealth, LLC80$27.8K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.80$27.8K0.02%00.0%Unchanged
Whittier Trust Co92$31.4K0.00%+92New
Advisors Asset Management, Inc.95$33.0K0.00%+95New
Danske Bank A/S100$34.7K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd100$34.7K0.00%00.0%Unchanged
GWM Advisors LLC101$34.9K0.00%+1+1.0%Added
Financial Perspectives, Inc103$35.7K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC105$36.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc109$37.8K0.00%−5−4.4%Reduced
Parkside Financial Bank & Trust114$39.6K0.00%+1+0.9%Added
BI Asset Management Fondsmaeglerselskab A/S114$40.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC117$41.3K0.00%+117New
Central Trust Co122$42.3K0.00%+20+19.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.125$43.4K0.00%00.0%Unchanged
West Oak Capital, LLC150$52.0K0.02%00.0%Unchanged
Wealth Preservation Advisors, LLC151$52.4K0.03%00.0%Unchanged
Jones Financial Companies LLLP151$52.9K0.00%+29+23.8%Added
Steward Partners Investment Advisory, LLC153$53.1K0.00%+42+37.8%Added
Geneos Wealth Management Inc.159$55.2K0.00%−58−26.7%Reduced
Covestor Ltd163$57.0K0.03%+23+16.4%Added
Parallel Advisors, LLC175$60.7K0.00%00.0%Unchanged
Eastern Bank183$63.5K0.00%+183New
Bartlett & Co. Wealth Management LLC186$64.5K0.00%00.0%Unchanged
Acadian Asset Management LLC191$66.0K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.195$67.7K0.02%00.0%Unchanged