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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 1,636 | $568.0K | 0.04% | +6+0.4% | Added |
| Schulhoff & Co Inc | 1,618 | $561.4K | 0.24% | −45−2.7% | Reduced |
| Destination Wealth Management | 1,502 | $521.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,474 | $511.5K | 0.01% | −598−28.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,469 | $509.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,462 | $507.3K | 0.02% | −308−17.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,410 | $489.3K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 1,378 | $478.2K | 0.00% | +20+1.5% | Added |
| Parcion Private Wealth LLC | 1,365 | $473.6K | 0.03% | +3+0.2% | Added |
| Tarbox Family Office, Inc. | 1,353 | $469.5K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,330 | $461.0K | 0.03% | +1,330 | New |
| HighPoint Advisor Group LLC | 1,284 | $445.5K | 0.02% | +2+0.2% | Added |
| Ethic Inc. | 1,274 | $442.1K | 0.01% | +323+34.0% | Added |
| Fiduciary Trust Co | 1,245 | $432.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,243 | $431.3K | 0.00% | −97−7.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,221 | $423.7K | 0.12% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,198 | $415.7K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,125 | $390.4K | 0.01% | +45+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,088 | $377.5K | 0.00% | +51+4.9% | Added |
| Mackenzie Financial Corp | 1,087 | $377.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,065 | $369.4K | 0.00% | +121+12.8% | Added |
| Yorktown Management & Research Co Inc | 1,060 | $367.8K | 0.29% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,051 | $364.7K | 0.01% | +80+8.2% | Added |
| CI Private Wealth, LLC | 1,030 | $357.4K | 0.00% | +154+17.6% | Added |
| Transcend Wealth Collective, LLC | 1,028 | $356.7K | 0.03% | −6−0.6% | Reduced |
| Caxton Associates LLP | 935 | $324.4K | 0.01% | +935 | New |
| Personal Cfo Solutions, LLC | 926 | $321.3K | 0.06% | +146+18.7% | Added |
| Commerce Bank | 908 | $315.1K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 873 | $302.8K | 0.02% | +873 | New |
| Stonebridge Capital Advisors LLC | 870 | $301.9K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 861 | $298.6K | 0.03% | +16+1.9% | Added |
| HB Wealth Management, LLC | 843 | $292.5K | 0.00% | +843 | New |
| Canandaigua National Bank & Trust Co | 832 | $288.7K | 0.03% | −1−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 811 | $281.5K | 0.00% | +811 | New |
| Profund Advisors LLC | 796 | $276.2K | 0.01% | −41−4.9% | Reduced |
| Swiss Life Asset Management Ltd | 792 | $274.8K | 0.00% | +792 | New |
| Shell Asset Management Co | 787 | $273.0K | 0.03% | −981−55.5% | Reduced |
| New Age Alpha Advisors, LLC | 784 | $272.0K | 0.01% | −23−2.9% | Reduced |
| Snowden Capital Advisors LLC | 782 | $271.4K | 0.01% | +782 | New |
| CIBC Private Wealth Group, LLC | 781 | $271.0K | 0.00% | −246−24.0% | Reduced |
| ZWJ Investment Counsel Inc | 765 | $265.4K | 0.01% | −135−15.0% | Reduced |
| Bessemer Group Inc | 748 | $260.0K | 0.00% | +658+731.1% | Added |
| Atria Investments LLC | 749 | $259.9K | 0.00% | −49−6.1% | Reduced |
| Journey Strategic Wealth LLC | 741 | $257.1K | 0.01% | −57−7.1% | Reduced |
| Smartleaf Asset Management LLC | 721 | $254.3K | 0.02% | +391+118.5% | Added |
| Flagship Harbor Advisors, LLC | 724 | $251.3K | 0.01% | +1+0.1% | Added |
| M&T Bank Corp | 711 | $246.3K | 0.00% | −194−21.4% | Reduced |
| Investors Research Corp | 700 | $242.9K | 0.04% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 735 | $240.1K | 0.08% | +1+0.1% | Added |
| Concurrent Investment Advisors, LLC | 688 | $238.7K | 0.00% | +688 | New |
| Forum Financial Management, LP | 661 | $229.4K | 0.00% | +661 | New |
| Blair William & Co | 657 | $228.0K | 0.00% | +657 | New |
| Baird Financial Group, Inc. | 651 | $225.9K | 0.00% | −155−19.2% | Reduced |
| Crossmark Global Holdings, Inc. | 627 | $217.6K | 0.00% | −98−13.5% | Reduced |
| Trust Point Inc. | 626 | $217.2K | 0.02% | +626 | New |
| Sowell Financial Services LLC | 622 | $215.7K | 0.01% | +622 | New |
| BOS Asset Management, LLC | 621 | $215.5K | 0.06% | +621 | New |
| Fifth Third Bancorp | 620 | $215.1K | 0.00% | +7+1.1% | Added |
| Sage Rhino Capital LLC | 610 | $211.7K | 0.04% | +610 | New |
| Blue Owl Capital Holdings LP | 607 | $210.6K | 0.07% | +607 | New |
| Two Sigma Securities, LLC | 589 | $204.4K | 0.03% | +589 | New |
| Shelton Capital Management | 588 | $204.0K | 0.00% | +588 | New |
| QRG Capital Management, Inc. | 579 | $201.0K | 0.00% | +579 | New |
| KBC Group NV | 528 | $183.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 515 | $178.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 506 | $175.0K | 0.00% | +506 | New |
| GAMMA Investing LLC | 433 | $150.2K | 0.01% | +97+28.9% | Added |
| Harbour Investments, Inc. | 419 | $145.4K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $138.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 392 | $136.0K | 0.00% | +47+13.6% | Added |
| Avalon Trust Co | 375 | $130.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 361 | $125.3K | 0.00% | +23+6.8% | Added |
| Cloud Capital Management, LLC | 353 | $122.0K | 0.06% | +353 | New |
| IFP Advisors, Inc | 305 | $105.8K | 0.00% | +148+94.3% | Added |
| Ronald Blue Trust, Inc. | 293 | $101.7K | 0.00% | +5+1.7% | Added |
| Mather Group, LLC. | 267 | $92.7K | 0.00% | +267 | New |
| Allworth Financial LP | 262 | $90.9K | 0.00% | +8+3.1% | Added |
| Versant Capital Management, Inc | 241 | $83.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 228 | $79.0K | 0.00% | +211+1,241.2% | Added |
| SRS Capital Advisors, Inc. | 212 | $73.6K | 0.00% | +147+226.2% | Added |
| Missouri Trust & Investment Co | 203 | $70.4K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 202 | $70.1K | 0.00% | +202 | New |
| DHJJ Financial Advisors, Ltd. | 195 | $67.7K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 191 | $66.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $64.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 183 | $63.5K | 0.00% | +183 | New |
| Parallel Advisors, LLC | 175 | $60.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $57.0K | 0.03% | +23+16.4% | Added |
| Geneos Wealth Management Inc. | 159 | $55.2K | 0.00% | −58−26.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 153 | $53.1K | 0.00% | +42+37.8% | Added |
| Jones Financial Companies LLLP | 151 | $52.9K | 0.00% | +29+23.8% | Added |
| Wealth Preservation Advisors, LLC | 151 | $52.4K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $52.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $43.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 122 | $42.3K | 0.00% | +20+19.6% | Added |
| Salomon & Ludwin, LLC | 117 | $41.3K | 0.00% | +117 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 114 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $39.6K | 0.00% | +1+0.9% | Added |
| AdvisorNet Financial, Inc | 109 | $37.8K | 0.00% | −5−4.4% | Reduced |
| Private Wealth Asset Management, LLC | 105 | $36.4K | 0.00% | 00.0% | Unchanged |