UP Fintech Holding Ltd
TIGR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001756699
No open-market purchases or sales by UP Fintech Holding Ltd insiders were filed in the last 90 days; 116 institutions reported holding it in 13F filings for Q2 2026, worth $262.1M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in UP Fintech Holding Ltd as of Dec 31, 2023. 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
- 74
- −1 vs. Q3 2023
- Shares held
- 14.2M
- +1.72M (+13.9%) vs. Q3 2023
- Total value
- $62.6M
- −$3.32M (−5.0%) vs. Q3 2023
- New holders
- 12
- 19 more added
- Sold out
- 13
- 20 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TIGR 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 | 116 | $262.1M |
| Q1 2026 | 125 | $352.0M |
| Q4 2025 | 159 | $656.2M |
| Q3 2025 | 153 | $769.8M |
| Q2 2025 | 133 | $679.5M |
| Q1 2025 | 123 | $442.5M |
| Q4 2024 | 108 | $209.9M |
| Q3 2024 | 71 | $70.1M |
| Q2 2024 | 73 | $55.7M |
| Q1 2024 | 80 | $43.4M |
| Q4 2023 | 74 | $62.6M |
| Q3 2023 | 76 | $66.0M |
| Q2 2023 | 54 | $18.5M |
| Q1 2023 | 51 | $20.5M |
| Q4 2022 | 68 | $23.2M |
| Q3 2022 | 52 | $23.9M |
| Q2 2022 | 63 | $45.6M |
| Q1 2022 | 66 | $80.6M |
| Q4 2021 | 79 | $122.9M |
| Q3 2021 | 107 | $319.6M |
| Q2 2021 | 123 | $782.9M |
| Q1 2021 | 71 | $260.5M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding UP Fintech Holding Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 39 | $172 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $425 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 120 | $494 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 200 | $884 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 256 | $1.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 390 | $1.72K | 0.00% | +390 | New |
| Ronald Blue Trust, Inc. | 535 | $3.00K | 0.00% | +535 | New |
| BNP Paribas Arbitrage, SA | 926 | $4.09K | 0.00% | −6,686−87.8% | Reduced |
| Citigroup Inc | 1,414 | $6.25K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,879 | $7.01K | 0.00% | +1,879 | New |
| Bank of America Corp | 2,536 | $11.2K | 0.00% | −4,945−66.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,626 | $29.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,013 | $31.0K | 0.00% | −35,821−83.6% | Reduced |
| Rhumbline Advisers | 7,412 | $32.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,820 | $43.4K | 0.00% | −200−2.0% | Reduced |
| Castleview Partners, LLC | 10,057 | $44.5K | 0.03% | +2,239+28.6% | Added |
| Alberta Investment Management Corp | 10,500 | $46.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,535 | $46.6K | 0.00% | −6,865−39.5% | Reduced |
| HSBC Holdings PLC | 10,601 | $46.6K | 0.00% | −1,402−11.7% | Reduced |
| Focused Wealth Management, Inc | 11,000 | $48.6K | 0.01% | +11,000 | New |
| Pathstone Holdings, LLC | 12,562 | $55.5K | 0.00% | +12,562 | New |
| Legal & General Group Plc | 12,874 | $56.9K | 0.00% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 13,501 | $59.7K | 0.03% | +13,501 | New |
| Asset Management One Co.,Ltd. | 14,028 | $60.6K | 0.00% | +3,446+32.6% | Added |
| Storebrand Asset Management AS | 15,522 | $68.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,881 | $70.2K | 0.00% | +1,434+9.9% | Added |
| Pictet Asset Management Holding SA | 16,600 | $73.4K | 0.00% | −9,200−35.7% | Reduced |
| Credit Suisse AG | 16,703 | $73.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,840 | $74.0K | 0.01% | +16,840 | New |
| UBS Group AG | 18,038 | $79.7K | 0.00% | +11,198+163.7% | Added |
| Abn Amro Investment Solutions | 21,144 | $93.5K | 0.00% | +21,144 | New |
| Quantbot Technologies LP | 22,200 | $98.1K | 0.01% | −20,199−47.6% | Reduced |
| Nomura Holdings Inc | 25,000 | $110.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 28,044 | $124.0K | 0.00% | +2,325+9.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,474 | $125.9K | 0.00% | +8,742+44.3% | Added |
| Cetera Investment Advisers | 29,000 | $128.2K | 0.00% | +3,500+13.7% | Added |
| Aigen Investment Management, LP | 36,865 | $162.9K | 0.03% | +359+1.0% | Added |
| American Century Companies Inc | 40,135 | $177.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 40,486 | $178.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 42,786 | $189.1K | 0.00% | −335,750−88.7% | Reduced |
| Cornerstone Investment Partners, LLC | 45,731 | $202.1K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 46,562 | $205.8K | 0.00% | +46,562 | New |
| Point72 Asset Management, L.P. | 52,300 | $231.2K | 0.00% | +52,300 | New |
| Northern Trust Corp | 73,514 | $324.9K | 0.00% | +36,175+96.9% | Added |
| Van Eck Associates Corp | 74,181 | $328.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 74,896 | $331.0K | 0.01% | −8,617−10.3% | Reduced |
| Ballentine Partners, LLC | 80,765 | $357.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 82,723 | $365.6K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 85,600 | $378.4K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 100,654 | $444.9K | 0.00% | +100,654 | New |
| Arrowstreet Capital, Limited Partnership | 100,651 | $445.0K | 0.00% | −405,439−80.1% | Reduced |
| Barclays PLC | 110,776 | $489.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 114,665 | $506.8K | 0.00% | −12,839−10.1% | Reduced |
| Goldman Sachs Group Inc | 129,635 | $573.0K | 0.00% | −46,785−26.5% | Reduced |
| Two Sigma Advisers, LP | 138,000 | $610.0K | 0.00% | −111,800−44.8% | Reduced |
| Geode Capital Management, LLC | 138,789 | $613.4K | 0.00% | +5,310+4.0% | Added |
| JPMorgan Chase & Co | 151,479 | $669.5K | 0.00% | +107+0.1% | Added |
| Renaissance Technologies LLC | 215,184 | $951.0K | 0.00% | +50,608+30.8% | Added |
| Gsa Capital Partners LLP | 234,585 | $1.04M | 0.09% | +234,585 | New |
| Cubist Systematic Strategies, LLC | 238,119 | $1.05M | 0.01% | +118,080+98.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 243,631 | $1.08M | 0.01% | +34,528+16.5% | Added |
| Neumann Advisory Hong Kong Ltd | 248,963 | $1.10M | 0.42% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 282,778 | $1.25M | 0.00% | −650,139−69.7% | Reduced |
| Group One Trading, L.P. | 324,330 | $1.43M | 0.05% | −123,977−27.7% | Reduced |
| Citadel Advisors LLC | 374,639 | $1.66M | 0.00% | −537,375−58.9% | Reduced |
| Walleye Capital LLC | 400,775 | $1.77M | 0.02% | +32,440+8.8% | Added |
| Acadian Asset Management LLC | 452,549 | $1.99M | 0.01% | −114,978−20.3% | Reduced |
| Millennium Management LLC | 516,183 | $2.28M | 0.00% | +302,551+141.6% | Added |
| State Street Corp | 729,421 | $3.22M | 0.00% | −1,597−0.2% | Reduced |
| Marshall Wace, LLP | 761,672 | $3.37M | 0.01% | +179,856+30.9% | Added |
| Morgan Stanley | 1,090,606 | $4.82M | 0.00% | +185,349+20.5% | Added |
| D. E. Shaw & Co., Inc. | 1,132,816 | $5.01M | 0.01% | +581,980+105.7% | Added |
| BlackRock Inc. | 2,017,173 | $8.92M | 0.00% | −36,164−1.8% | Reduced |
| Man Group plc | 2,737,360 | $12.1M | 0.03% | – | – |
| Churchill Management Corp | 0 | $0 | 0.00% | −282,519−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −76,409−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −45,636−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,600−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −40,519−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −35,629−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,514−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,905−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,262−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −11,547−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −10,733−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |