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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 18,075 | $192.9K | 0.00% | −1,634−8.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,462 | $187.1K | 0.00% | −1,474−7.8% | Reduced |
| Toroso Investments, LLC | 17,490 | $186.6K | 0.00% | +17,490 | New |
| Marex Group plc | 16,475 | $175.8K | 0.00% | +16,475 | New |
| Bryn Mawr Trust Co | 16,000 | $170.7K | 0.00% | +6,000+60.0% | Added |
| Boothbay Fund Management, LLC | 15,369 | $164.0K | 0.00% | +15,369 | New |
| Schonfeld Strategic Advisors LLC | 14,922 | $159.2K | 0.00% | −9,415−38.7% | Reduced |
| J.W. Cole Advisors, Inc. | 14,880 | $158.8K | 0.00% | +14,880 | New |
| Alliance Wealth Advisors, LLC | 14,614 | $155.9K | 0.04% | +10+0.1% | Added |
| JustInvest LLC | 13,904 | $148.4K | 0.00% | +387+2.9% | Added |
| GAMMA Investing LLC | 13,295 | $141.9K | 0.01% | +127+1.0% | Added |
| Sanctuary Advisors, LLC | 13,147 | $140.3K | 0.00% | −8,137−38.2% | Reduced |
| Ieq Capital, LLC | 12,701 | $135.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,562 | $134.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,476 | $133.1K | 0.00% | −461−3.6% | Reduced |
| Jones Financial Companies LLLP | 12,906 | $131.1K | 0.00% | +1,364+11.8% | Added |
| Wrapmanager Inc | 11,740 | $125.3K | 0.04% | −4,409−27.3% | Reduced |
| Persistent Asset Partners Ltd | 11,688 | $124.7K | 0.09% | +11,688 | New |
| Afg Fiduciary Services Limited Partnership | 11,750 | $124.5K | 0.07% | +11,750 | New |
| CIBC World Markets Inc. | 11,600 | $123.8K | 0.00% | +11,600 | New |
| Legal & General Group Plc | 11,594 | $123.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11,383 | $121.5K | 0.03% | +11,383 | New |
| Asset Management One Co.,Ltd. | 11,331 | $120.9K | 0.00% | −2,418−17.6% | Reduced |
| XTX Topco Ltd | 11,035 | $117.7K | 0.01% | +11,035 | New |
| Wallace Advisory Group, LLC | 11,944 | $115.3K | 0.09% | −1,562−11.6% | Reduced |
| Deutsche Bank AG | 8,902 | $95.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,417 | $89.8K | 0.00% | +8,400+49,411.8% | Added |
| SBI Securities Co., Ltd. | 7,737 | $82.6K | 0.00% | +1,355+21.2% | Added |
| Royal Bank of Canada | 7,712 | $82.0K | 0.00% | +1,164+17.8% | Added |
| Quantbot Technologies LP | 7,044 | $75.2K | 0.00% | −65,636−90.3% | Reduced |
| Bayforest Capital Ltd | 6,206 | $66.2K | 0.03% | +6,206 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,418 | $47.1K | 0.00% | +862+24.2% | Added |
| EverSource Wealth Advisors, LLC | 2,411 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,288 | $24.4K | 0.00% | +2,288 | New |
| Caitong International Asset Management Co., Ltd | 2,263 | $24.1K | 0.02% | −2,831−55.6% | Reduced |
| Shell Asset Management Co | 2,164 | $23.0K | 0.00% | −4,664−68.3% | Reduced |
| Bogart Wealth, LLC | 1,868 | $19.9K | 0.00% | +1,868 | New |
| Tower Research Capital LLC (TRC) | 1,604 | $17.1K | 0.00% | −31,314−95.1% | Reduced |
| Loomis Sayles & Co L P | 1,541 | $16.4K | 0.00% | +1,541 | New |
| Rhumbline Advisers | 1,448 | $15.4K | 0.00% | −2,754−65.5% | Reduced |
| Larson Financial Group LLC | 607 | $6.48K | 0.00% | +470+343.1% | Added |
| ORG Wealth Partners, LLC | 588 | $6.27K | 0.00% | −18−3.0% | Reduced |
| REAP Financial Group, LLC | 500 | $5.33K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 370 | $3.95K | 0.00% | +165+80.5% | Added |
| Ronald Blue Trust, Inc. | 280 | $2.99K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 200 | $2.13K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 127 | $1.36K | 0.00% | −63−33.2% | Reduced |
| Rossby Financial, LCC | 106 | $1.12K | 0.00% | +106 | New |
| Cornerstone Planning Group LLC | 57 | $1.10K | 0.00% | −252−81.6% | Reduced |
| GWM Advisors LLC | 100 | $1.07K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 81 | $864 | 0.00% | +81 | New |
| Assetmark, Inc | 58 | $619 | 0.00% | +58 | New |
| CoreCap Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,274,250−100.0% | Sold out |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −698,431−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −354,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −245,929−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −239,480−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −110,200−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −79,771−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −72,517−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −59,864−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −41,147−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −19,319−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −13,049−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,662−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Bingham Private Wealth, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |