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, Q1 2026
Institutional positions in Credit Suisse AG 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
- 28
- −8 vs. Q4 2025
- Shares held
- 134.1K
- −20.7K (−13.4%) vs. Q4 2025
- Total value
- $12.1M
- −$3.33M (−21.6%) vs. Q4 2025
- New holders
- 3
- 12 more added
- Sold out
- 11
- 7 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $89 | 0.00% | +1 | New |
| Vision Financial Markets LLC | 10 | $889 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 16 | $1.42K | 0.00% | +16 | New |
| Signaturefd, LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $2.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $5.33K | 0.00% | +60 | New |
| Wells Fargo & Company | 90 | $8.03K | 0.00% | +90 | Added |
| UBS Group AG | 114 | $10.1K | 0.00% | −49−30.1% | Reduced |
| City State Bank | 120 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 535 | $47.5K | 0.00% | −61−10.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,352 | $209.0K | 0.07% | +55+2.4% | Added |
| Captrust Financial Advisors | 2,850 | $253.3K | 0.00% | +380+15.4% | Added |
| Dover Advisors, LLC | 2,873 | $255.3K | 0.11% | −236−7.6% | Reduced |
| Cetera Investment Advisers | 3,140 | $279.0K | 0.00% | +322+11.4% | Added |
| Kovack Advisors, Inc. | 1,536 | $349.8K | 0.02% | −1,276−45.4% | Reduced |
| Private Advisor Group, LLC | 4,520 | $401.6K | 0.00% | +1,020+29.1% | Added |
| LPL Financial LLC | 5,189 | $461.1K | 0.00% | +976+23.2% | Added |
| Kestra Advisory Services, LLC | 5,328 | $473.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,341 | $474.6K | 0.00% | −1,111−17.2% | Reduced |
| Marmo Financial Group, LLC | 6,516 | $579.0K | 0.29% | −195−2.9% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 8,295 | $737.1K | 0.57% | −357−4.1% | Reduced |
| OneAscent Family Office, LLC | 12,162 | $1.08M | 0.75% | +4,490+58.5% | Added |
| Advisor Group Holdings, Inc. | 13,469 | $1.20M | 0.00% | +1,370+11.3% | Added |
| Eastern Bank | 13,740 | $1.22M | 0.02% | +1,975+16.8% | Added |
| Claris Financial LLC | 14,095 | $1.25M | 0.69% | +2,377+20.3% | Added |
| Belpointe Asset Management LLC | 15,692 | $1.39M | 0.05% | +46+0.3% | Added |
| Jane Street Group, LLC | 16,030 | $1.42M | 0.00% | +8,653+117.3% | Added |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −16,067−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,110−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,297−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |