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, Q1 2025
Institutional positions in UP Fintech Holding Ltd as of Mar 31, 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
- 123
- +16 vs. Q4 2024
- Shares held
- 51.5M
- +19.1M (+58.8%) vs. Q4 2024
- Total value
- $442.5M
- +$233.0M (+111.2%) vs. Q4 2024
- New holders
- 31
- 55 more added
- Sold out
- 15
- 26 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding UP Fintech Holding Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 17 | $148 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 26 | $168 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $217 | 0.00% | +25 | New |
| National Bank of Canada | 120 | $1.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 156 | $1.34K | 0.00% | +156 | New |
| Federation des caisses Desjardins du Quebec | 205 | $1.76K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 256 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 254 | $2.18K | 0.00% | +254 | New |
| Cornerstone Planning Group LLC | 309 | $2.29K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 309 | $2.65K | 0.00% | +309 | New |
| Lazard Asset Management LLC | 544 | $4.00K | 0.00% | +20+3.8% | Added |
| ORG Wealth Partners, LLC | 606 | $5.26K | 0.00% | −32−5.0% | Reduced |
| Optiver Holding B.V. | 629 | $5.40K | 0.00% | +629 | New |
| Caitong International Asset Management Co., Ltd | 1,667 | $14.3K | 0.01% | −20,585−92.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,753 | $15.1K | 0.00% | +183+11.7% | Added |
| EverSource Wealth Advisors, LLC | 2,949 | $25.3K | 0.00% | −21,652−88.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,579 | $31.0K | 0.00% | +249+7.5% | Added |
| Storebrand Asset Management AS | 3,761 | $32.3K | 0.00% | −3,518−48.3% | Reduced |
| SBI Securities Co., Ltd. | 5,203 | $44.7K | 0.00% | −69−1.3% | Reduced |
| Belvedere Trading LLC | 5,290 | $45.4K | 0.00% | −32,252−85.9% | Reduced |
| Rhumbline Advisers | 5,912 | $50.8K | 0.00% | −890−13.1% | Reduced |
| Deutsche Bank AG | 5,946 | $51.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,828 | $59.0K | 0.00% | +6,828 | New |
| Advisor Group Holdings, Inc. | 8,570 | $73.6K | 0.00% | −106−1.2% | Reduced |
| Wallace Advisory Group, LLC | 13,672 | $88.3K | 0.06% | +13,672 | New |
| Alberta Investment Management Corp | 10,500 | $90.2K | 0.00% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 10,533 | $90.5K | 0.09% | +10,533 | New |
| GAMMA Investing LLC | 10,728 | $92.2K | 0.01% | +1,592+17.4% | Added |
| Wells Fargo & Company | 11,121 | $95.5K | 0.00% | +10,221+1,135.7% | Added |
| Legal & General Group Plc | 11,594 | $99.6K | 0.00% | −1,280−9.9% | Reduced |
| JustInvest LLC | 11,841 | $101.7K | 0.00% | +209+1.8% | Added |
| Asset Management One Co.,Ltd. | 11,923 | $102.4K | 0.00% | +640+5.7% | Added |
| Lighthouse Investment Partners, LLC | 12,300 | $105.7K | 0.00% | +12,300 | New |
| Pathstone Holdings, LLC | 12,562 | $107.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,701 | $109.1K | 0.00% | +12,701 | New |
| CIBC World Markets Inc. | 12,777 | $109.8K | 0.00% | +12,777 | New |
| Icapital Wealth LLC | 13,049 | $112.1K | 0.07% | +13,049 | New |
| Alliance Wealth Advisors, LLC | 14,402 | $123.7K | 0.03% | +162+1.1% | Added |
| Royal Bank of Canada | 15,256 | $131.0K | 0.00% | +11,556+312.3% | Added |
| Truist Financial Corp | 16,298 | $140.0K | 0.00% | −1,591−8.9% | Reduced |
| Wrapmanager Inc | 16,688 | $143.3K | 0.04% | −5,031−23.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,709 | $143.5K | 0.00% | +16,709 | New |
| Tower Research Capital LLC (TRC) | 16,777 | $144.1K | 0.00% | +12,136+261.5% | Added |
| Burns Matteson Capital Management, LLC | 18,320 | $157.4K | 0.08% | +4,201+29.8% | Added |
| Citigroup Inc | 18,547 | $159.3K | 0.00% | +17,133+1,211.7% | Added |
| Handelsbanken Fonder AB | 20,300 | $174.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 21,400 | $183.8K | 0.00% | +21,400 | New |
| Beverly Hills Private Wealth, LLC | 27,123 | $233.0K | 0.05% | +338+1.3% | Added |
| HighTower Advisors, LLC | 28,249 | $242.7K | 0.00% | +27,841+6,823.8% | Added |
| Personal Cfo Solutions, LLC | 28,670 | $246.3K | 0.05% | −2,485−8.0% | Reduced |
| Shilanski & Associates, Inc. | 29,450 | $253.0K | 0.08% | +10,936+59.1% | Added |
| Garden State Investment Advisory Services LLC | 29,545 | $253.8K | 0.08% | +29,545 | New |
| Diversify Advisory Services, LLC | 38,380 | $316.3K | 0.02% | +20,020+109.0% | Added |
| Oasis Management Co Ltd. | 39,100 | $335.9K | 0.11% | +39,100 | New |
| Claro Advisors LLC | 39,965 | $343.3K | 0.05% | +3,183+8.7% | Added |
| Numerai GP LLC | 42,677 | $366.6K | 0.07% | +10,376+32.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 43,162 | $370.8K | 0.00% | +4,234+10.9% | Added |
| Wolverine Trading, LLC | 48,251 | $418.3K | 0.01% | +4,855+11.2% | Added |
| Cetera Investment Advisers | 48,788 | $419.1K | 0.00% | +344+0.7% | Added |
| Allianz Asset Management GmbH | 49,893 | $428.6K | 0.00% | +49,893 | New |
| Atria Investments LLC | 52,539 | $451.3K | 0.01% | +2,920+5.9% | Added |
| Engineers Gate Manager LP | 54,597 | $469.0K | 0.01% | +9,087+20.0% | Added |
| Squarepoint Ops LLC | 58,221 | $500.1K | 0.00% | −27,019−31.7% | Reduced |
| Profund Advisors LLC | 65,403 | $561.8K | 0.02% | +4,869+8.0% | Added |
| Pictet Asset Management Holding SA | 66,200 | $568.7K | 0.00% | +14,200+27.3% | Added |
| Harbour Capital Advisors, LLC | 69,315 | $575.3K | 0.14% | +69,315 | New |
| Virtu Financial LLC | 68,307 | $587.0K | 0.03% | −13,561−16.6% | Reduced |
| Quadrature Capital Ltd | 71,680 | $615.7K | 0.01% | +71,680 | New |
| Van Eck Associates Corp | 74,181 | $637.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 75,575 | $649.2K | 0.00% | −2,087−2.7% | Reduced |
| LPL Financial LLC | 82,906 | $712.2K | 0.00% | +82,906 | New |
| Vident Advisory, LLC | 89,490 | $768.7K | 0.01% | +15,318+20.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 92,261 | $792.5K | 0.05% | +92,261 | New |
| TownSquare Capital, LLC | 94,480 | $811.6K | 0.01% | +4,107+4.5% | Added |
| Nuveen, LLC | 95,400 | $819.5K | 0.00% | +95,400 | New |
| Quantbot Technologies LP | 103,352 | $887.8K | 0.03% | +70,362+213.3% | Added |
| Centiva Capital, LP | 108,790 | $934.5K | 0.05% | +71,099+188.6% | Added |
| Barclays PLC | 110,776 | $951.6K | 0.00% | −468,500−80.9% | Reduced |
| Invesco Ltd. | 112,646 | $967.6K | 0.00% | +2,458+2.2% | Added |
| Man Group plc | 118,329 | $1.02M | 0.00% | +118,329 | New |
| Eschler Asset Management LLP | 119,982 | $1.03M | 2.61% | +119,982 | New |
| AdvisorShares Investments LLC | 121,008 | $1.05M | 0.21% | +33,510+38.3% | Added |
| Acadian Asset Management LLC | 126,596 | $1.08M | 0.00% | +112,816+818.7% | Added |
| UBS Asset Management Americas Inc | 130,100 | $1.12M | 0.00% | −56,900−30.4% | Reduced |
| Diversify Wealth Management, LLC | 137,674 | $1.13M | 0.08% | +22,775+19.8% | Added |
| Verition Fund Management LLC | 158,123 | $1.36M | 0.01% | −162,662−50.7% | Reduced |
| CMT Capital Markets Trading GmbH | 172,086 | $1.48M | 0.61% | +172,086 | New |
| Gsa Capital Partners LLP | 175,298 | $1.51M | 0.14% | −30,385−14.8% | Reduced |
| Envestnet Asset Management Inc | 180,332 | $1.55M | 0.00% | −8,422−4.5% | Reduced |
| Geode Capital Management, LLC | 180,720 | $1.55M | 0.00% | +58,076+47.4% | Added |
| BNP Paribas Arbitrage, SA | 192,337 | $1.65M | 0.00% | +56,047+41.1% | Added |
| Northern Trust Corp | 207,737 | $1.78M | 0.00% | +27,058+15.0% | Added |
| Parallax Volatility Advisers, L.P. | 277,285 | $2.38M | 0.08% | +208,545+303.4% | Added |
| Voloridge Investment Management, LLC | 356,829 | $3.07M | 0.01% | +307,113+617.7% | Added |
| Dorsey Wright & Associates | 359,464 | $3.09M | 0.79% | −39,755−10.0% | Reduced |
| Quinn Opportunity Partners LLC | 575,512 | $4.94M | 0.35% | +575,512 | New |
| UBS Group AG | 617,407 | $5.30M | 0.00% | −246,678−28.5% | Reduced |
| Simplex Trading, LLC | 775,806 | $6.66M | 0.24% | +359,571+86.4% | Added |
| State Street Corp | 837,934 | $7.20M | 0.00% | +110,062+15.1% | Added |