Credit Suisse AG
SLVO- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 27 institutions reported holding it in 13F filings for Q2 2026, worth $7.40M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Credit Suisse AG 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
- 20
- 0 vs. Q2 2025
- Shares held
- 98.8K
- −21.5K (−17.9%) vs. Q2 2025
- Total value
- $9.06M
- −$575.1K (−6.0%) vs. Q2 2025
- New holders
- 6
- 8 more added
- Sold out
- 6
- 2 more reduced
1 institution 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 SLVO 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 | 27 | $7.40M |
| Q1 2026 | 28 | $12.1M |
| Q4 2025 | 36 | $15.5M |
| Q3 2025 | 20 | $9.06M |
| Q2 2025 | 21 | $9.91M |
| Q1 2025 | 17 | $6.90M |
| Q4 2024 | 12 | $3.51M |
| Q3 2024 | 9 | $3.73M |
| Q2 2024 | 10 | $4.77M |
| Q1 2024 | 15 | $8.26M |
| Q4 2023 | 17 | $8.88M |
| Q3 2023 | 14 | $4.14M |
| Q2 2023 | 14 | $4.46M |
| Q1 2023 | 20 | $7.85M |
| Q4 2022 | 18 | $6.97M |
| Q3 2022 | 19 | $7.76M |
| Q2 2022 | 30 | $6.61M |
| Q1 2022 | 26 | $7.30M |
| Q4 2021 | 29 | $13.6M |
| Q3 2021 | 30 | $9.49M |
| Q2 2021 | 26 | $6.73M |
| Q1 2021 | 22 | $4.47M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 17,965 | $1.66M | 0.06% | +2,601+16.9% | Added |
| Claris Financial LLC | 14,007 | $1.29M | 0.73% | −5,523−28.3% | Reduced |
| Advisor Group Holdings, Inc. | 10,321 | $896.1K | 0.00% | +2,929+39.6% | Added |
| Brookwood Investment Group LLC | 9,236 | $852.3K | 0.11% | +2,405+35.2% | Added |
| Citadel Advisors LLC | 7,571 | $698.7K | 0.00% | +2,936+63.3% | Added |
| OneAscent Family Office, LLC | 6,967 | $642.9K | 0.52% | +6,967 | New |
| Envestnet Asset Management Inc | 6,474 | $597.4K | 0.00% | −727−10.1% | Reduced |
| BCS Wealth Management | 6,377 | $588.5K | 0.13% | +6,377 | New |
| LPL Financial LLC | 5,481 | $505.8K | 0.00% | +2,972+118.5% | Added |
| Kestra Advisory Services, LLC | 4,026 | $371.6K | 0.00% | +907+29.1% | Added |
| Eastern Bank | 3,110 | $287.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,773 | $255.9K | 0.00% | +2,773 | New |
| Dover Advisors, LLC | 2,769 | $255.5K | 0.10% | +2,769 | New |
| Parkside Financial Bank & Trust | 1,000 | $92.3K | 0.01% | +1,000 | New |
| CoreCap Advisors, LLC | 473 | $43.6K | 0.00% | +473 | New |
| City State Bank | 120 | $11.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 80 | $7.38K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 43 | $3.98K | 0.00% | +2+4.9% | Added |
| Vision Financial Markets LLC | 10 | $923 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $66 | 0.00% | +1 | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −28,122−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,550−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |