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, Q2 2025
Institutional positions in UP Fintech Holding Ltd as of Jun 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
- 133
- +10 vs. Q1 2025
- Shares held
- 70.4M
- +18.9M (+36.6%) vs. Q1 2025
- Total value
- $679.5M
- +$237.0M (+53.6%) vs. Q1 2025
- New holders
- 26
- 51 more added
- Sold out
- 16
- 40 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding UP Fintech Holding Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $164 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 137 | $1.32K | 0.00% | −19−12.2% | Reduced |
| SJS Investment Consulting Inc. | 190 | $1.83K | 0.00% | −64−25.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 205 | $1.98K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 256 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 280 | $2.70K | 0.00% | −1,473−84.0% | Reduced |
| Russell Investments Group, Ltd. | 309 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 309 | $3.08K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 606 | $5.71K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 686 | $6.00K | 0.00% | +142+26.1% | Added |
| EverSource Wealth Advisors, LLC | 2,411 | $23.3K | 0.00% | −538−18.2% | Reduced |
| Raymond James Financial Inc | 3,400 | $32.8K | 0.00% | +3,400 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,556 | $34.3K | 0.00% | −23−0.6% | Reduced |
| Storebrand Asset Management AS | 3,761 | $36.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,202 | $40.5K | 0.00% | −1,710−28.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,094 | $49.2K | 0.04% | +3,427+205.6% | Added |
| First Horizon Advisors, Inc. | 5,433 | $52.4K | 0.00% | +5,433 | New |
| SBI Securities Co., Ltd. | 6,382 | $61.6K | 0.00% | +1,179+22.7% | Added |
| Royal Bank of Canada | 6,548 | $63.0K | 0.00% | −8,708−57.1% | Reduced |
| Shell Asset Management Co | 6,828 | $66.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,902 | $85.9K | 0.00% | +2,956+49.7% | Added |
| Bryn Mawr Trust Co | 10,000 | $96.5K | 0.00% | +10,000 | New |
| Alberta Investment Management Corp | 10,500 | $101.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,662 | $102.9K | 0.02% | +10,662 | New |
| Jones Financial Companies LLLP | 11,542 | $108.7K | 0.00% | +11,517+46,068.0% | Added |
| Legal & General Group Plc | 11,594 | $111.9K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 13,506 | $116.0K | 0.08% | −166−1.2% | Reduced |
| Pathstone Holdings, LLC | 12,562 | $121.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,701 | $122.6K | 0.00% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 12,752 | $123.1K | 0.12% | +2,219+21.1% | Added |
| Icapital Wealth LLC | 13,049 | $125.9K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,937 | $126.7K | 0.00% | +12,937 | New |
| GAMMA Investing LLC | 13,168 | $127.1K | 0.01% | +2,440+22.7% | Added |
| JustInvest LLC | 13,517 | $130.4K | 0.00% | +1,676+14.2% | Added |
| Asset Management One Co.,Ltd. | 13,749 | $132.7K | 0.00% | +1,826+15.3% | Added |
| Alliance Wealth Advisors, LLC | 14,604 | $140.9K | 0.03% | +202+1.4% | Added |
| Wellington Management Group LLP | 15,235 | $147.0K | 0.00% | +15,235 | New |
| Wrapmanager Inc | 16,149 | $155.8K | 0.04% | −539−3.2% | Reduced |
| Truist Financial Corp | 16,403 | $158.3K | 0.00% | +105+0.6% | Added |
| Precision Wealth Strategies, LLC | 17,926 | $173.0K | 0.06% | +17,926 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,936 | $182.7K | 0.00% | +18,936 | New |
| Public Employees Retirement System of Ohio | 19,000 | $183.3K | 0.00% | −2,400−11.2% | Reduced |
| Scientech Research LLC | 19,319 | $186.4K | 0.05% | +19,319 | New |
| D.A. Davidson & Co. | 19,500 | $188.2K | 0.00% | +19,500 | New |
| MML Investors Services, LLC | 19,709 | $190.0K | 0.00% | +19,709 | New |
| Prelude Capital Management, LLC | 20,000 | $193.0K | 0.02% | +20,000 | New |
| Sanctuary Advisors, LLC | 21,284 | $205.4K | 0.00% | +21,284 | New |
| Commons Capital, LLC | 23,000 | $221.9K | 0.17% | +23,000 | New |
| Schonfeld Strategic Advisors LLC | 24,337 | $234.9K | 0.00% | +24,337 | New |
| Alliancebernstein L.P. | 24,710 | $238.5K | 0.00% | +24,710 | New |
| Wells Fargo & Company | 24,824 | $239.6K | 0.00% | +13,703+123.2% | Added |
| Beverly Hills Private Wealth, LLC | 25,799 | $249.0K | 0.05% | −1,324−4.9% | Reduced |
| Burns Matteson Capital Management, LLC | 26,119 | $252.0K | 0.12% | +7,799+42.6% | Added |
| Handelsbanken Fonder AB | 27,000 | $261.0K | 0.00% | +6,700+33.0% | Added |
| Shilanski & Associates, Inc. | 29,546 | $285.1K | 0.08% | +96+0.3% | Added |
| Personal Cfo Solutions, LLC | 30,668 | $295.9K | 0.05% | +1,998+7.0% | Added |
| Acadian Asset Management LLC | 32,298 | $311.0K | 0.00% | −94,298−74.5% | Reduced |
| Tower Research Capital LLC (TRC) | 32,918 | $317.7K | 0.01% | +16,141+96.2% | Added |
| Integrated Wealth Concepts LLC | 37,582 | $362.7K | 0.00% | +37,582 | New |
| Millennium Management LLC | 39,195 | $378.2K | 0.00% | −2,359,549−98.4% | Reduced |
| Pictet Asset Management Holding SA | 39,600 | $382.1K | 0.00% | −26,600−40.2% | Reduced |
| Citigroup Inc | 40,182 | $387.8K | 0.00% | +21,635+116.6% | Added |
| Eschler Asset Management LLP | 41,147 | $397.1K | 0.30% | −78,835−65.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 43,162 | $416.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,173 | $484.2K | 0.00% | +1,385+2.8% | Added |
| Atria Investments LLC | 52,461 | $506.2K | 0.01% | −78−0.1% | Reduced |
| Vident Advisory, LLC | 53,104 | $512.5K | 0.01% | −36,386−40.7% | Reduced |
| Diversify Advisory Services, LLC | 54,651 | $552.0K | 0.02% | +16,271+42.4% | Added |
| Quadrature Capital Ltd | 57,252 | $552.8K | 0.01% | −14,428−20.1% | Reduced |
| Virtu Financial LLC | 59,864 | $578.0K | 0.03% | −8,443−12.4% | Reduced |
| Profund Advisors LLC | 60,455 | $583.4K | 0.02% | −4,948−7.6% | Reduced |
| HighTower Advisors, LLC | 60,555 | $584.4K | 0.00% | +32,306+114.4% | Added |
| Advisor Group Holdings, Inc. | 63,279 | $610.6K | 0.00% | +54,709+638.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,993 | $637.0K | 0.00% | +65,993 | New |
| Harbour Capital Advisors, LLC | 67,525 | $646.2K | 0.14% | −1,790−2.6% | Reduced |
| Squarepoint Ops LLC | 68,674 | $662.7K | 0.00% | +10,453+18.0% | Added |
| Tudor Investment Corp Et Al | 72,517 | $699.8K | 0.01% | +72,517 | New |
| Quantbot Technologies LP | 72,680 | $701.4K | 0.02% | −30,672−29.7% | Reduced |
| Van Eck Associates Corp | 74,181 | $716.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 77,100 | $744.0K | 0.00% | −18,300−19.2% | Reduced |
| Stifel Financial Corp | 77,314 | $746.1K | 0.00% | +1,739+2.3% | Added |
| Mangrove Partners | 79,771 | $769.8K | 0.08% | +79,771 | New |
| LPL Financial LLC | 91,196 | $880.0K | 0.00% | +8,290+10.0% | Added |
| Invesco Ltd. | 106,017 | $1.02M | 0.00% | −6,629−5.9% | Reduced |
| UBS Asset Management Americas Inc | 110,200 | $1.06M | 0.00% | −19,900−15.3% | Reduced |
| Barclays PLC | 122,435 | $1.18M | 0.00% | +11,659+10.5% | Added |
| Centiva Capital, LP | 123,383 | $1.19M | 0.08% | +14,593+13.4% | Added |
| Wolverine Trading, LLC | 133,499 | $1.26M | 0.03% | +85,248+176.7% | Added |
| AdvisorShares Investments LLC | 154,066 | $1.49M | 0.27% | +33,058+27.3% | Added |
| BNP Paribas Arbitrage, SA | 161,179 | $1.56M | 0.00% | −31,158−16.2% | Reduced |
| Two Sigma Advisers, LP | 166,900 | $1.61M | 0.00% | −709,500−81.0% | Reduced |
| Geode Capital Management, LLC | 179,005 | $1.73M | 0.00% | −1,715−0.9% | Reduced |
| Northern Trust Corp | 182,543 | $1.76M | 0.00% | −25,194−12.1% | Reduced |
| Diversify Wealth Management, LLC | 177,706 | $1.79M | 0.11% | +40,032+29.1% | Added |
| Envestnet Asset Management Inc | 218,480 | $2.11M | 0.00% | +38,148+21.2% | Added |
| Dorsey Wright & Associates | 221,433 | $2.14M | 0.51% | −138,031−38.4% | Reduced |
| Two Sigma Investments, LP | 239,480 | $2.31M | 0.00% | −1,971,305−89.2% | Reduced |
| Balyasny Asset Management LLC | 245,929 | $2.37M | 0.01% | +245,929 | New |
| Gsa Capital Partners LLP | 298,009 | $2.88M | 0.20% | +122,711+70.0% | Added |