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, Q3 2025
Institutional positions in UP Fintech Holding Ltd as of Sep 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
- 153
- +22 vs. Q2 2025
- Shares held
- 72.1M
- +1.75M (+2.5%) vs. Q2 2025
- Total value
- $769.8M
- +$90.4M (+13.3%) vs. Q2 2025
- New holders
- 40
- 45 more added
- Sold out
- 18
- 56 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding UP Fintech Holding Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $619 | 0.00% | +58 | New |
| Brown Brothers Harriman & Co | 81 | $864 | 0.00% | +81 | New |
| GWM Advisors LLC | 100 | $1.07K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 57 | $1.10K | 0.00% | −252−81.6% | Reduced |
| Rossby Financial, LCC | 106 | $1.12K | 0.00% | +106 | New |
| SJS Investment Consulting Inc. | 127 | $1.36K | 0.00% | −63−33.2% | Reduced |
| Quaker Wealth Management, LLC | 200 | $2.13K | 0.00% | +200 | New |
| Ronald Blue Trust, Inc. | 280 | $2.99K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 370 | $3.95K | 0.00% | +165+80.5% | Added |
| REAP Financial Group, LLC | 500 | $5.33K | 0.00% | +500 | New |
| ORG Wealth Partners, LLC | 588 | $6.27K | 0.00% | −18−3.0% | Reduced |
| Larson Financial Group LLC | 607 | $6.48K | 0.00% | +470+343.1% | Added |
| Rhumbline Advisers | 1,448 | $15.4K | 0.00% | −2,754−65.5% | Reduced |
| Loomis Sayles & Co L P | 1,541 | $16.4K | 0.00% | +1,541 | New |
| Tower Research Capital LLC (TRC) | 1,604 | $17.1K | 0.00% | −31,314−95.1% | Reduced |
| Bogart Wealth, LLC | 1,868 | $19.9K | 0.00% | +1,868 | New |
| Shell Asset Management Co | 2,164 | $23.0K | 0.00% | −4,664−68.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,263 | $24.1K | 0.02% | −2,831−55.6% | Reduced |
| Hollencrest Capital Management | 2,288 | $24.4K | 0.00% | +2,288 | New |
| EverSource Wealth Advisors, LLC | 2,411 | $25.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,418 | $47.1K | 0.00% | +862+24.2% | Added |
| Bayforest Capital Ltd | 6,206 | $66.2K | 0.03% | +6,206 | New |
| Quantbot Technologies LP | 7,044 | $75.2K | 0.00% | −65,636−90.3% | Reduced |
| Royal Bank of Canada | 7,712 | $82.0K | 0.00% | +1,164+17.8% | Added |
| SBI Securities Co., Ltd. | 7,737 | $82.6K | 0.00% | +1,355+21.2% | Added |
| Farther Finance Advisors, LLC | 8,417 | $89.8K | 0.00% | +8,400+49,411.8% | Added |
| Deutsche Bank AG | 8,902 | $95.0K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 11,944 | $115.3K | 0.09% | −1,562−11.6% | Reduced |
| XTX Topco Ltd | 11,035 | $117.7K | 0.01% | +11,035 | New |
| Asset Management One Co.,Ltd. | 11,331 | $120.9K | 0.00% | −2,418−17.6% | Reduced |
| Quarry LP | 11,383 | $121.5K | 0.03% | +11,383 | New |
| Legal & General Group Plc | 11,594 | $123.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,600 | $123.8K | 0.00% | +11,600 | New |
| Afg Fiduciary Services Limited Partnership | 11,750 | $124.5K | 0.07% | +11,750 | New |
| Persistent Asset Partners Ltd | 11,688 | $124.7K | 0.09% | +11,688 | New |
| Wrapmanager Inc | 11,740 | $125.3K | 0.04% | −4,409−27.3% | Reduced |
| Jones Financial Companies LLLP | 12,906 | $131.1K | 0.00% | +1,364+11.8% | Added |
| Advisory Services Network, LLC | 12,476 | $133.1K | 0.00% | −461−3.6% | Reduced |
| Pathstone Holdings, LLC | 12,562 | $134.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,701 | $135.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,147 | $140.3K | 0.00% | −8,137−38.2% | Reduced |
| GAMMA Investing LLC | 13,295 | $141.9K | 0.01% | +127+1.0% | Added |
| JustInvest LLC | 13,904 | $148.4K | 0.00% | +387+2.9% | Added |
| Alliance Wealth Advisors, LLC | 14,614 | $155.9K | 0.04% | +10+0.1% | Added |
| J.W. Cole Advisors, Inc. | 14,880 | $158.8K | 0.00% | +14,880 | New |
| Schonfeld Strategic Advisors LLC | 14,922 | $159.2K | 0.00% | −9,415−38.7% | Reduced |
| Boothbay Fund Management, LLC | 15,369 | $164.0K | 0.00% | +15,369 | New |
| Bryn Mawr Trust Co | 16,000 | $170.7K | 0.00% | +6,000+60.0% | Added |
| Marex Group plc | 16,475 | $175.8K | 0.00% | +16,475 | New |
| Toroso Investments, LLC | 17,490 | $186.6K | 0.00% | +17,490 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,462 | $187.1K | 0.00% | −1,474−7.8% | Reduced |
| MML Investors Services, LLC | 18,075 | $192.9K | 0.00% | −1,634−8.3% | Reduced |
| Abn Amro Investment Solutions | 18,592 | $198.4K | 0.00% | +18,592 | New |
| Natixis | 20,034 | $216.6K | 0.00% | +20,034 | New |
| Bank of Montreal | 20,850 | $222.5K | 0.00% | +20,850 | New |
| Beverly Hills Private Wealth, LLC | 22,040 | $235.2K | 0.04% | −3,759−14.6% | Reduced |
| Alliancebernstein L.P. | 24,238 | $258.6K | 0.00% | −472−1.9% | Reduced |
| Handelsbanken Fonder AB | 27,000 | $288.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 27,000 | $288.1K | 0.00% | +7,500+38.5% | Added |
| Truist Financial Corp | 27,552 | $294.0K | 0.00% | +11,149+68.0% | Added |
| Personal Cfo Solutions, LLC | 29,326 | $312.9K | 0.05% | −1,342−4.4% | Reduced |
| Burns Matteson Capital Management, LLC | 31,028 | $331.1K | 0.14% | +4,909+18.8% | Added |
| Shilanski & Associates, Inc. | 31,033 | $331.1K | 0.09% | +1,487+5.0% | Added |
| Integrated Wealth Concepts LLC | 34,747 | $370.8K | 0.00% | −2,835−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 37,852 | $403.9K | 0.00% | +18,852+99.2% | Added |
| Russell Investments Group, Ltd. | 38,645 | $419.6K | 0.00% | +38,336+12,406.5% | Added |
| Pictet Asset Management Holding SA | 42,100 | $449.2K | 0.00% | +2,500+6.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 43,162 | $460.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 47,361 | $505.3K | 0.00% | −21,313−31.0% | Reduced |
| Atria Investments LLC | 48,346 | $515.9K | 0.01% | −4,115−7.8% | Reduced |
| Vident Advisory, LLC | 48,744 | $520.1K | 0.01% | −4,360−8.2% | Reduced |
| HighTower Advisors, LLC | 54,212 | $578.4K | 0.00% | −6,343−10.5% | Reduced |
| Diversify Advisory Services, LLC | 53,537 | $584.1K | 0.02% | −1,114−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 58,240 | $621.4K | 0.02% | +58,240 | New |
| Precision Wealth Strategies, LLC | 58,740 | $626.8K | 0.20% | +40,814+227.7% | Added |
| Advisor Group Holdings, Inc. | 58,382 | $635.1K | 0.00% | −4,897−7.7% | Reduced |
| Harbour Capital Advisors, LLC | 63,885 | $648.4K | 0.13% | −3,640−5.4% | Reduced |
| Wolverine Trading, LLC | 60,322 | $655.1K | 0.01% | −73,177−54.8% | Reduced |
| Centiva Capital, LP | 61,800 | $659.4K | 0.06% | −61,583−49.9% | Reduced |
| Headlands Technologies LLC | 63,601 | $678.6K | 0.05% | +63,601 | New |
| Profund Advisors LLC | 66,997 | $714.9K | 0.02% | +6,542+10.8% | Added |
| PharVision Advisers, LLC | 68,759 | $733.7K | 0.41% | +68,759 | New |
| Cambridge Investment Research Advisors, Inc. | 69,059 | $737.0K | 0.00% | +3,066+4.6% | Added |
| Raymond James Financial Inc | 72,254 | $771.0K | 0.00% | +68,854+2,025.1% | Added |
| Van Eck Associates Corp | 74,181 | $792.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 77,100 | $822.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 77,106 | $822.7K | 0.00% | −208−0.3% | Reduced |
| Exit Wealth Advisors, LLC. | 78,803 | $840.8K | 0.56% | +78,803 | New |
| Two Sigma Advisers, LP | 78,900 | $841.9K | 0.00% | −88,000−52.7% | Reduced |
| Wellington Management Group LLP | 81,174 | $866.1K | 0.00% | +65,939+432.8% | Added |
| Hexagon Capital Partners LLC | 87,648 | $935.2K | 0.19% | +87,648 | New |
| Cetera Investment Advisers | 89,337 | $953.2K | 0.00% | +39,164+78.1% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 89,400 | $953.9K | 0.38% | +89,400 | New |
| Millennium Management LLC | 98,918 | $1.06M | 0.00% | +59,723+152.4% | Added |
| Maxi Investments CY Ltd | 101,000 | $1.08M | 0.22% | +101,000 | New |
| Verition Fund Management LLC | 101,779 | $1.09M | 0.01% | −211,881−67.6% | Reduced |
| Invesco Ltd. | 104,514 | $1.12M | 0.00% | −1,503−1.4% | Reduced |
| AdvisorShares Investments LLC | 124,482 | $1.33M | 0.22% | −29,584−19.2% | Reduced |
| Barclays PLC | 127,034 | $1.36M | 0.00% | +4,599+3.8% | Added |