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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 12,937 | $126.7K | 0.00% | +12,937 | New |
| Icapital Wealth LLC | 13,049 | $125.9K | 0.07% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 12,752 | $123.1K | 0.12% | +2,219+21.1% | Added |
| Ieq Capital, LLC | 12,701 | $122.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,562 | $121.2K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 13,506 | $116.0K | 0.08% | −166−1.2% | Reduced |
| Legal & General Group Plc | 11,594 | $111.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11,542 | $108.7K | 0.00% | +11,517+46,068.0% | Added |
| Fox Run Management, L.L.C. | 10,662 | $102.9K | 0.02% | +10,662 | New |
| Alberta Investment Management Corp | 10,500 | $101.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10,000 | $96.5K | 0.00% | +10,000 | New |
| Deutsche Bank AG | 8,902 | $85.9K | 0.00% | +2,956+49.7% | Added |
| Shell Asset Management Co | 6,828 | $66.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,548 | $63.0K | 0.00% | −8,708−57.1% | Reduced |
| SBI Securities Co., Ltd. | 6,382 | $61.6K | 0.00% | +1,179+22.7% | Added |
| First Horizon Advisors, Inc. | 5,433 | $52.4K | 0.00% | +5,433 | New |
| Caitong International Asset Management Co., Ltd | 5,094 | $49.2K | 0.04% | +3,427+205.6% | Added |
| Rhumbline Advisers | 4,202 | $40.5K | 0.00% | −1,710−28.9% | Reduced |
| Storebrand Asset Management AS | 3,761 | $36.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,556 | $34.3K | 0.00% | −23−0.6% | Reduced |
| Raymond James Financial Inc | 3,400 | $32.8K | 0.00% | +3,400 | New |
| EverSource Wealth Advisors, LLC | 2,411 | $23.3K | 0.00% | −538−18.2% | Reduced |
| Lazard Asset Management LLC | 686 | $6.00K | 0.00% | +142+26.1% | Added |
| ORG Wealth Partners, LLC | 606 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 309 | $3.08K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 309 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 280 | $2.70K | 0.00% | −1,473−84.0% | Reduced |
| CWM, LLC | 256 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 205 | $1.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 190 | $1.83K | 0.00% | −64−25.2% | Reduced |
| Larson Financial Group LLC | 137 | $1.32K | 0.00% | −19−12.2% | Reduced |
| Farther Finance Advisors, LLC | 17 | $164 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −859,211−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −356,829−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −172,086−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −94,480−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −54,597−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −49,893−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −42,677−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −39,965−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −29,545−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,709−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −12,777−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |