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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 202 | $70.1K | 0.00% | +202 | New |
| Missouri Trust & Investment Co | 203 | $70.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 212 | $73.6K | 0.00% | +147+226.2% | Added |
| Harvest Fund Management Co., Ltd | 228 | $79.0K | 0.00% | +211+1,241.2% | Added |
| Versant Capital Management, Inc | 241 | $83.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 262 | $90.9K | 0.00% | +8+3.1% | Added |
| Mather Group, LLC. | 267 | $92.7K | 0.00% | +267 | New |
| Ronald Blue Trust, Inc. | 293 | $101.7K | 0.00% | +5+1.7% | Added |
| IFP Advisors, Inc | 305 | $105.8K | 0.00% | +148+94.3% | Added |
| Cloud Capital Management, LLC | 353 | $122.0K | 0.06% | +353 | New |
| Signaturefd, LLC | 361 | $125.3K | 0.00% | +23+6.8% | Added |
| Avalon Trust Co | 375 | $130.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 392 | $136.0K | 0.00% | +47+13.6% | Added |
| Ramirez Asset Management, Inc. | 400 | $138.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 419 | $145.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 433 | $150.2K | 0.01% | +97+28.9% | Added |
| Simplex Trading, LLC | 506 | $175.0K | 0.00% | +506 | New |
| South State Corp. | 515 | $178.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 528 | $183.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 579 | $201.0K | 0.00% | +579 | New |
| Shelton Capital Management | 588 | $204.0K | 0.00% | +588 | New |
| Two Sigma Securities, LLC | 589 | $204.4K | 0.03% | +589 | New |
| Blue Owl Capital Holdings LP | 607 | $210.6K | 0.07% | +607 | New |
| Sage Rhino Capital LLC | 610 | $211.7K | 0.04% | +610 | New |
| Fifth Third Bancorp | 620 | $215.1K | 0.00% | +7+1.1% | Added |
| BOS Asset Management, LLC | 621 | $215.5K | 0.06% | +621 | New |
| Sowell Financial Services LLC | 622 | $215.7K | 0.01% | +622 | New |
| Trust Point Inc. | 626 | $217.2K | 0.02% | +626 | New |
| Crossmark Global Holdings, Inc. | 627 | $217.6K | 0.00% | −98−13.5% | Reduced |
| Baird Financial Group, Inc. | 651 | $225.9K | 0.00% | −155−19.2% | Reduced |
| Blair William & Co | 657 | $228.0K | 0.00% | +657 | New |
| Forum Financial Management, LP | 661 | $229.4K | 0.00% | +661 | New |
| Concurrent Investment Advisors, LLC | 688 | $238.7K | 0.00% | +688 | New |
| Fullcircle Wealth LLC | 735 | $240.1K | 0.08% | +1+0.1% | Added |
| Investors Research Corp | 700 | $242.9K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 711 | $246.3K | 0.00% | −194−21.4% | Reduced |
| Flagship Harbor Advisors, LLC | 724 | $251.3K | 0.01% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 721 | $254.3K | 0.02% | +391+118.5% | Added |
| Journey Strategic Wealth LLC | 741 | $257.1K | 0.01% | −57−7.1% | Reduced |
| Atria Investments LLC | 749 | $259.9K | 0.00% | −49−6.1% | Reduced |
| Bessemer Group Inc | 748 | $260.0K | 0.00% | +658+731.1% | Added |
| ZWJ Investment Counsel Inc | 765 | $265.4K | 0.01% | −135−15.0% | Reduced |
| CIBC Private Wealth Group, LLC | 781 | $271.0K | 0.00% | −246−24.0% | Reduced |
| Snowden Capital Advisors LLC | 782 | $271.4K | 0.01% | +782 | New |
| New Age Alpha Advisors, LLC | 784 | $272.0K | 0.01% | −23−2.9% | Reduced |
| Shell Asset Management Co | 787 | $273.0K | 0.03% | −981−55.5% | Reduced |
| Swiss Life Asset Management Ltd | 792 | $274.8K | 0.00% | +792 | New |
| Profund Advisors LLC | 796 | $276.2K | 0.01% | −41−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 811 | $281.5K | 0.00% | +811 | New |
| Canandaigua National Bank & Trust Co | 832 | $288.7K | 0.03% | −1−0.1% | Reduced |
| HB Wealth Management, LLC | 843 | $292.5K | 0.00% | +843 | New |
| Spirepoint Private Client, LLC | 861 | $298.6K | 0.03% | +16+1.9% | Added |
| Stonebridge Capital Advisors LLC | 870 | $301.9K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 873 | $302.8K | 0.02% | +873 | New |
| Commerce Bank | 908 | $315.1K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 926 | $321.3K | 0.06% | +146+18.7% | Added |
| Caxton Associates LLP | 935 | $324.4K | 0.01% | +935 | New |
| Transcend Wealth Collective, LLC | 1,028 | $356.7K | 0.03% | −6−0.6% | Reduced |
| CI Private Wealth, LLC | 1,030 | $357.4K | 0.00% | +154+17.6% | Added |
| Principal Securities, Inc. | 1,051 | $364.7K | 0.01% | +80+8.2% | Added |
| Yorktown Management & Research Co Inc | 1,060 | $367.8K | 0.29% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,065 | $369.4K | 0.00% | +121+12.8% | Added |
| Mackenzie Financial Corp | 1,087 | $377.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,088 | $377.5K | 0.00% | +51+4.9% | Added |
| RSM US Wealth Management LLC | 1,125 | $390.4K | 0.01% | +45+4.2% | Added |
| Modus Advisors, LLC | 1,198 | $415.7K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,221 | $423.7K | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,243 | $431.3K | 0.00% | −97−7.2% | Reduced |
| Fiduciary Trust Co | 1,245 | $432.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 1,274 | $442.1K | 0.01% | +323+34.0% | Added |
| HighPoint Advisor Group LLC | 1,284 | $445.5K | 0.02% | +2+0.2% | Added |
| Virtu Financial LLC | 1,330 | $461.0K | 0.03% | +1,330 | New |
| Tarbox Family Office, Inc. | 1,353 | $469.5K | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,365 | $473.6K | 0.03% | +3+0.2% | Added |
| Xponance, Inc. | 1,378 | $478.2K | 0.00% | +20+1.5% | Added |
| Farmers & Merchants Investments Inc | 1,410 | $489.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,462 | $507.3K | 0.02% | −308−17.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $509.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,474 | $511.5K | 0.01% | −598−28.9% | Reduced |
| Destination Wealth Management | 1,502 | $521.2K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,618 | $561.4K | 0.24% | −45−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 1,636 | $568.0K | 0.04% | +6+0.4% | Added |
| Regions Financial Corp | 1,672 | $580.2K | 0.00% | −137−7.6% | Reduced |
| Banque Pictet & Cie SA | 1,675 | $581.2K | 0.01% | −11−0.7% | Reduced |
| Mercer Global Advisors Inc | 1,701 | $590.2K | 0.00% | +360+26.8% | Added |
| Cynosure Management, LLC | 1,749 | $606.9K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 1,756 | $609.3K | 0.00% | −1,520−46.4% | Reduced |
| Cresset Asset Management, LLC | 1,838 | $637.8K | 0.00% | +18+1.0% | Added |
| Mutual of America Capital Management LLC | 1,862 | $646.1K | 0.01% | −249−11.8% | Reduced |
| CIBC Bancorp USA Inc. | 1,865 | $647.1K | 0.00% | +1,865 | New |
| Wallace Capital Management Inc. | 1,900 | $659.3K | 0.08% | −288−13.2% | Reduced |
| Everence Capital Management Inc | 1,920 | $666.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,939 | $672.8K | 0.00% | −21,587−91.8% | Reduced |
| Truepoint, Inc. | 1,944 | $674.5K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,946 | $675.2K | 0.01% | +167+9.4% | Added |
| Vise Technologies, Inc. | 1,991 | $690.7K | 0.03% | −587−22.8% | Reduced |
| Pathstone Holdings, LLC | 2,020 | $700.8K | 0.00% | +861+74.3% | Added |
| Morse Asset Management, Inc | 2,040 | $707.9K | 0.14% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,046 | $710.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,090 | $725.0K | 0.00% | −174−7.7% | Reduced |