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, Q1 2026
Institutional positions in Piper Sandler Companies as of Mar 31, 2026. 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
- 393
- −17 vs. Q4 2025
- Shares held
- 60.0M
- +8.73M (+17.0%) vs. Q4 2025Converted for a 4-for-1 split
- Total value
- $4.59B
- +$236.8M (+5.4%) vs. Q4 2025
- New holders
- 60
- 162 more added
- Sold out
- 77
- 110 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Piper Sandler Companies; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 9,872 | $755.7K | 0.02% | +72+0.7% | AddedConverted for a 4-for-1 split |
| Toroso Investments, LLC | 9,628 | $737.0K | 0.00% | +956+11.0% | AddedConverted for a 4-for-1 split |
| Assetmark, Inc | 9,393 | $719.1K | 0.00% | −1,179−11.2% | ReducedConverted for a 4-for-1 split |
| First Citizens Bank & Trust Co | 9,366 | $717.0K | 0.02% | −698−6.9% | ReducedConverted for a 4-for-1 split |
| Robertson Stephens Wealth Management, LLC | 9,200 | $704.3K | 0.02% | −656−6.7% | ReducedConverted for a 4-for-1 split |
| XTX Topco Ltd | 9,128 | $698.7K | 0.01% | +6,760+285.5% | AddedConverted for a 4-for-1 split |
| Mercer Global Advisors Inc | 9,091 | $695.9K | 0.00% | −50,257−84.7% | ReducedConverted for a 4-for-1 split |
| O'Shaughnessy Asset Management, LLC | 9,046 | $692.5K | 0.00% | −11,186−55.3% | ReducedConverted for a 4-for-1 split |
| Commonwealth Equity Services, LLC | 8,689 | $665.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Farther Finance Advisors, LLC | 8,592 | $658.2K | 0.01% | −1,496−14.8% | ReducedConverted for a 4-for-1 split |
| Bayban | 8,324 | $637.2K | 0.55% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Public Employees Retirement Association of Colorado | 8,184 | $626.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Truepoint, Inc. | 7,776 | $595.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Mutual of America Capital Management LLC | 7,736 | $592.2K | 0.01% | +132+1.7% | AddedConverted for a 4-for-1 split |
| Wallace Capital Management Inc. | 7,600 | $581.8K | 0.07% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bank of Montreal | 7,575 | $579.9K | 0.00% | +655+9.5% | AddedConverted for a 4-for-1 split |
| Swiss Life Asset Management Ltd | 9,791 | $575.1K | 0.00% | +6,623+209.1% | AddedConverted for a 4-for-1 split |
| Everence Capital Management Inc | 7,436 | $569.0K | 0.03% | −244−3.2% | ReducedConverted for a 4-for-1 split |
| Ensign Peak Advisors, Inc | 7,272 | $556.7K | 0.00% | +2,540+53.7% | AddedConverted for a 4-for-1 split |
| Cresset Asset Management, LLC | 7,124 | $545.3K | 0.00% | −3,316−31.8% | ReducedConverted for a 4-for-1 split |
| Numerai GP LLC | 7,049 | $539.6K | 0.05% | −3,595−33.8% | ReducedConverted for a 4-for-1 split |
| Alps Advisors Inc | 7,000 | $535.9K | 0.00% | +7,000 | New |
| Acadian Asset Management LLC | 6,752 | $516.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Resources Investment Advisors, LLC. | 6,657 | $509.6K | 0.00% | −1,355−16.9% | ReducedConverted for a 4-for-1 split |
| Xponance, Inc. | 6,466 | $495.0K | 0.00% | +938+17.0% | AddedConverted for a 4-for-1 split |
| Schulhoff & Co Inc | 6,432 | $492.4K | 0.20% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Abacus Wealth Partners, LLC | 6,388 | $489.0K | 0.04% | +164+2.6% | AddedConverted for a 4-for-1 split |
| Coldstream Capital Management Inc | 6,007 | $459.8K | 0.01% | −1,853−23.6% | ReducedConverted for a 4-for-1 split |
| Destination Wealth Management | 5,956 | $455.9K | 0.01% | −52−0.9% | ReducedConverted for a 4-for-1 split |
| Obermeyer Wood Investment Counsel, LLLP | 5,876 | $449.8K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Ameritas Investment Partners, Inc. | 5,800 | $444.0K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bayforest Capital Ltd | 5,796 | $443.7K | 0.50% | +5,796 | New |
| Parcion Private Wealth LLC | 5,592 | $428.1K | 0.03% | +104+1.9% | AddedConverted for a 4-for-1 split |
| Personal Cfo Solutions, LLC | 5,590 | $427.9K | 0.06% | +1,066+23.6% | AddedConverted for a 4-for-1 split |
| CIBC Bancorp USA Inc. | 5,532 | $423.5K | 0.00% | +5,532 | New |
| Tarbox Family Office, Inc. | 5,316 | $406.9K | 0.07% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Farmers & Merchants Investments Inc | 5,240 | $401.1K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| HMS Capital Management, LLC | 5,191 | $397.4K | 0.15% | +5,191 | New |
| M&T Bank Corp | 5,158 | $394.9K | 0.00% | −350−6.4% | ReducedConverted for a 4-for-1 split |
| Mount Yale Investment Advisors, LLC | 5,052 | $386.7K | 0.01% | +5,052 | New |
| Panagora Asset Management Inc | 4,972 | $380.6K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Round Rock Advisors, LLC | 4,894 | $374.6K | 0.06% | +2,050+72.1% | AddedConverted for a 4-for-1 split |
| Principal Securities, Inc. | 4,817 | $368.7K | 0.01% | +609+14.5% | AddedConverted for a 4-for-1 split |
| DGS Capital Management, LLC | 4,670 | $357.5K | 0.06% | +986+26.8% | AddedConverted for a 4-for-1 split |
| Tower Research Capital LLC (TRC) | 4,648 | $355.8K | 0.01% | +2,728+142.1% | AddedConverted for a 4-for-1 split |
| Ethic Inc. | 4,570 | $349.9K | 0.01% | −510−10.0% | ReducedConverted for a 4-for-1 split |
| Morse Asset Management, Inc | 4,560 | $349.1K | 0.07% | −3,600−44.1% | ReducedConverted for a 4-for-1 split |
| Royce & Associates LP | 4,512 | $345.4K | 0.00% | +4,512 | New |
| SG Americas Securities, LLC | 4,465 | $342.0K | 0.00% | −117,647−96.3% | ReducedConverted for a 4-for-1 split |
| Fiduciary Trust Co | 4,394 | $336.4K | 0.00% | −574−11.6% | ReducedConverted for a 4-for-1 split |
| RSM US Wealth Management LLC | 4,359 | $333.7K | 0.00% | −81−1.8% | ReducedConverted for a 4-for-1 split |
| Yorktown Management & Research Co Inc | 4,240 | $324.6K | 0.27% | 00.0% | UnchangedConverted for a 4-for-1 split |
| CIBC Asset Management Inc | 4,232 | $324.0K | 0.00% | −52−1.2% | ReducedConverted for a 4-for-1 split |
| Atria Investments LLC | 4,088 | $312.9K | 0.00% | −480−10.5% | ReducedConverted for a 4-for-1 split |
| Alpine Woods Capital Investors, LLC | 4,062 | $310.9K | 0.07% | +4,062 | New |
| Aviva PLC | 4,008 | $306.8K | 0.00% | +4,008 | New |
| Spirepoint Private Client, LLC | 3,990 | $305.4K | 0.03% | +398+11.1% | AddedConverted for a 4-for-1 split |
| HB Wealth Management, LLC | 3,913 | $299.5K | 0.00% | +97+2.5% | AddedConverted for a 4-for-1 split |
| Brevan Howard Capital Management LP | 3,881 | $297.1K | 0.00% | +3,881 | New |
| Empowered Funds, LLC | 3,804 | $291.2K | 0.00% | +3,804 | New |
| Wealth Enhancement Advisory Services, LLC | 37,534 | $289.0K | 0.00% | −5,974−13.7% | ReducedConverted for a 4-for-1 split |
| QRG Capital Management, Inc. | 3,765 | $288.2K | 0.00% | +593+18.7% | AddedConverted for a 4-for-1 split |
| Wiley Bros.-Aintree Capital, LLC | 3,740 | $287.5K | 0.00% | +1,216+48.2% | AddedConverted for a 4-for-1 split |
| CenterBook Partners LP | 3,637 | $278.4K | 0.01% | +3,637 | New |
| Modus Advisors, LLC | 3,592 | $275.0K | 0.08% | 00.0% | UnchangedConverted for a 4-for-1 split |
| DnB Asset Management AS | 3,568 | $273.1K | 0.00% | +3,568 | New |
| Concurrent Investment Advisors, LLC | 3,416 | $261.5K | 0.00% | +392+13.0% | AddedConverted for a 4-for-1 split |
| Arkadios Wealth Advisors | 3,351 | $256.5K | 0.00% | +83+2.5% | AddedConverted for a 4-for-1 split |
| Profund Advisors LLC | 3,320 | $254.1K | 0.01% | −2,080−38.5% | ReducedConverted for a 4-for-1 split |
| Commerce Bank | 3,274 | $250.6K | 0.00% | −342−9.5% | ReducedConverted for a 4-for-1 split |
| Credit Agricole S A | 3,204 | $245.3K | 0.00% | −22,400−87.5% | ReducedConverted for a 4-for-1 split |
| Bessemer Group Inc | 3,152 | $241.0K | 0.00% | +64+2.1% | AddedConverted for a 4-for-1 split |
| ZWJ Investment Counsel Inc | 3,048 | $233.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Massar Capital Management, LP | 3,036 | $232.4K | 0.05% | +3,036 | New |
| Snowden Capital Advisors LLC | 3,028 | $231.8K | 0.01% | +80+2.7% | AddedConverted for a 4-for-1 split |
| Journey Strategic Wealth LLC | 3,020 | $231.2K | 0.01% | +56+1.9% | AddedConverted for a 4-for-1 split |
| Cary Street Partners Financial LLC | 3,012 | $230.6K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Baird Financial Group, Inc. | 2,996 | $229.3K | 0.00% | −17,772−85.6% | ReducedConverted for a 4-for-1 split |
| Sowell Financial Services LLC | 2,849 | $218.1K | 0.01% | +453+18.9% | AddedConverted for a 4-for-1 split |
| KBC Group NV | 2,648 | $203.0K | 0.00% | +536+25.4% | AddedConverted for a 4-for-1 split |
| Blair William & Co | 2,628 | $201.2K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rockefeller Capital Management L.P. | 2,595 | $198.7K | 0.00% | +1,211+87.5% | AddedConverted for a 4-for-1 split |
| Harbour Investments, Inc. | 2,432 | $186.2K | 0.00% | +752+44.8% | AddedConverted for a 4-for-1 split |
| Blue Owl Capital Holdings LP | 2,428 | $185.9K | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| CWM, LLC | 2,358 | $180.5K | 0.00% | +510+27.6% | AddedConverted for a 4-for-1 split |
| Smartleaf Asset Management LLC | 2,425 | $179.8K | 0.01% | −1,055−30.3% | ReducedConverted for a 4-for-1 split |
| South State Corp. | 2,060 | $157.7K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Signaturefd, LLC | 1,844 | $141.2K | 0.00% | +76+4.3% | AddedConverted for a 4-for-1 split |
| Pinnacle Wealth Planning Services, Inc. | 1,832 | $140.2K | 0.01% | +36+2.0% | AddedConverted for a 4-for-1 split |
| Exchange Traded Concepts, LLC | 1,800 | $137.8K | 0.00% | +976+118.4% | AddedConverted for a 4-for-1 split |
| Horizon Investments, LLC | 1,800 | $137.8K | 0.00% | +976+118.4% | AddedConverted for a 4-for-1 split |
| GAMMA Investing LLC | 1,798 | $137.6K | 0.01% | −242−11.9% | ReducedConverted for a 4-for-1 split |
| Kemnay Advisory Services Inc. | 1,752 | $134.1K | 0.02% | +1,084+162.3% | AddedConverted for a 4-for-1 split |
| IFP Advisors, Inc | 1,535 | $117.5K | 0.00% | +315+25.8% | AddedConverted for a 4-for-1 split |
| Wellington-Altus USA Inc. | 1,604 | $116.0K | 0.07% | −172−9.7% | ReducedConverted for a 4-for-1 split |
| Avalon Trust Co | 1,500 | $114.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Allworth Financial LP | 1,490 | $114.1K | 0.00% | +222+17.5% | AddedConverted for a 4-for-1 split |
| Vestcor Inc | 1,487 | $114.0K | 0.00% | +1,487 | New |
| Investors Research Corp | 1,400 | $107.2K | 0.02% | −1,400−50.0% | ReducedConverted for a 4-for-1 split |
| Ronald Blue Trust, Inc. | 1,201 | $91.9K | 0.00% | +77+6.9% | AddedConverted for a 4-for-1 split |