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, Q4 2025
Institutional positions in UP Fintech Holding Ltd as of Dec 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
- 159
- +9 vs. Q3 2025
- Shares held
- 68.6M
- −3.41M (−4.7%) vs. Q3 2025
- Total value
- $656.2M
- −$112.6M (−14.6%) vs. Q3 2025
- New holders
- 35
- 40 more added
- Sold out
- 26
- 70 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding UP Fintech Holding Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1 | $10 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 19 | $182 | 0.00% | −2,244−99.2% | Reduced |
| UMA Financial Services, Inc. | 55 | $526 | 0.00% | +55 | New |
| Tower Research Capital LLC (TRC) | 71 | $679 | 0.00% | −1,533−95.6% | Reduced |
| GWM Advisors LLC | 100 | $956 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 106 | $1.01K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 111 | $1.06K | 0.00% | +111 | New |
| SJS Investment Consulting Inc. | 127 | $1.22K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 176 | $1.68K | 0.00% | +176 | New |
| Ronald Blue Trust, Inc. | 221 | $2.11K | 0.00% | −59−21.1% | Reduced |
| Signature Equity Partners, LLC | 237 | $2.27K | 0.00% | +237 | New |
| Cornerstone Planning Group LLC | 309 | $2.71K | 0.00% | +252+442.1% | Added |
| Federation des caisses Desjardins du Quebec | 370 | $3.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 488 | $4.67K | 0.00% | +488 | New |
| REAP Financial Group, LLC | 500 | $4.78K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 626 | $5.98K | 0.00% | +38+6.5% | Added |
| Larson Financial Group LLC | 643 | $6.15K | 0.00% | +36+5.9% | Added |
| Altshuler Shaham Ltd | 1,200 | $11.5K | 0.00% | +1,200 | New |
| Rhumbline Advisers | 1,323 | $12.6K | 0.00% | −125−8.6% | Reduced |
| Farther Finance Advisors, LLC | 1,521 | $14.5K | 0.00% | −6,896−81.9% | Reduced |
| Quarry LP | 1,708 | $16.3K | 0.00% | −9,675−85.0% | Reduced |
| Bogart Wealth, LLC | 1,868 | $17.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $19.1K | 0.00% | +2,000 | New |
| Barclays PLC | 2,500 | $23.9K | 0.00% | −124,534−98.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,603 | $24.9K | 0.00% | +192+8.0% | Added |
| GeoWealth Management, LLC | 3,642 | $34.8K | 0.00% | +3,642 | New |
| Quantbot Technologies LP | 4,403 | $42.1K | 0.00% | −2,641−37.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,487 | $42.9K | 0.00% | +69+1.6% | Added |
| Royal Bank of Canada | 5,158 | $49.0K | 0.00% | −2,554−33.1% | Reduced |
| SBI Securities Co., Ltd. | 5,558 | $53.1K | 0.00% | −2,179−28.2% | Reduced |
| Bayforest Capital Ltd | 5,768 | $55.1K | 0.04% | −438−7.1% | Reduced |
| Deutsche Bank AG | 6,073 | $58.1K | 0.00% | −2,829−31.8% | Reduced |
| CFG Wealth Management Services, Inc. | 8,000 | $76.5K | 0.07% | +8,000 | New |
| Skopos Labs, Inc. | 10,363 | $94.2K | 0.00% | +10,363 | New |
| Bryn Mawr Trust Co | 10,000 | $95.6K | 0.00% | −6,000−37.5% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 10,433 | $99.7K | 0.09% | +10,433 | New |
| Afg Fiduciary Services Limited Partnership | 10,000 | $104.4K | 0.06% | −1,750−14.9% | Reduced |
| Wrapmanager Inc | 10,981 | $105.0K | 0.04% | −759−6.5% | Reduced |
| American Century Companies Inc | 11,452 | $109.5K | 0.00% | +11,452 | New |
| Vontobel Holding Ltd. | 11,624 | $111.1K | 0.00% | +11,624 | New |
| Jones Financial Companies LLLP | 11,981 | $114.5K | 0.00% | −925−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 12,197 | $116.6K | 0.00% | −46,185−79.1% | Reduced |
| Advisory Services Network, LLC | 12,405 | $118.6K | 0.00% | −71−0.6% | Reduced |
| GAMMA Investing LLC | 12,515 | $119.6K | 0.01% | −780−5.9% | Reduced |
| Pathstone Holdings, LLC | 12,562 | $120.1K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 12,598 | $120.4K | 0.03% | −2,016−13.8% | Reduced |
| Bingham Private Wealth, LLC | 12,659 | $121.0K | 0.10% | +12,659 | New |
| Legal & General Group Plc | 12,864 | $122.9K | 0.00% | +1,270+11.0% | Added |
| Acadian Asset Management LLC | 13,377 | $127.0K | 0.00% | −260,071−95.1% | Reduced |
| J.W. Cole Advisors, Inc. | 13,315 | $127.3K | 0.00% | −1,565−10.5% | Reduced |
| Sanctuary Advisors, LLC | 14,306 | $136.8K | 0.00% | +1,159+8.8% | Added |
| JustInvest LLC | 14,946 | $142.9K | 0.00% | +1,042+7.5% | Added |
| Abn Amro Investment Solutions | 14,992 | $143.3K | 0.00% | −3,600−19.4% | Reduced |
| Nomura Holdings Inc | 15,500 | $148.2K | 0.00% | +15,500 | New |
| IPG Investment Advisors LLC | 16,150 | $154.4K | 0.03% | +16,150 | New |
| Balyasny Asset Management LLC | 17,223 | $164.7K | 0.00% | +17,223 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,343 | $165.8K | 0.00% | −119−0.7% | Reduced |
| Truist Financial Corp | 18,165 | $173.7K | 0.00% | −9,387−34.1% | Reduced |
| Natixis | 18,991 | $179.8K | 0.00% | −1,043−5.2% | Reduced |
| Raymond James Financial Inc | 19,771 | $189.0K | 0.00% | −52,483−72.6% | Reduced |
| Fox Run Management, L.L.C. | 20,555 | $196.5K | 0.03% | +20,555 | New |
| Cornerstone Investment Partners, LLC | 20,881 | $199.6K | 0.01% | +20,881 | New |
| Public Employees Retirement System of Ohio | 20,900 | $199.8K | 0.00% | −16,952−44.8% | Reduced |
| Two Sigma Investments, LP | 21,751 | $207.9K | 0.00% | +21,751 | New |
| Beverly Hills Private Wealth, LLC | 22,243 | $212.6K | 0.04% | +203+0.9% | Added |
| CIBC World Markets Inc. | 22,654 | $216.6K | 0.00% | +11,054+95.3% | Added |
| Wells Fargo & Company | 23,864 | $228.1K | 0.00% | −123,613−83.8% | Reduced |
| Alliancebernstein L.P. | 24,238 | $231.7K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 24,316 | $232.5K | 0.08% | +24,316 | New |
| Wellington Management Group LLP | 24,400 | $233.3K | 0.00% | −56,774−69.9% | Reduced |
| PharVision Advisers, LLC | 25,260 | $241.5K | 0.12% | −43,499−63.3% | Reduced |
| Handelsbanken Fonder AB | 27,700 | $265.0K | 0.00% | +700+2.6% | Added |
| Squarepoint Ops LLC | 29,343 | $280.5K | 0.00% | −18,018−38.0% | Reduced |
| Spirepoint Private Client, LLC | 30,300 | $289.7K | 0.03% | +30,300 | New |
| Personal Cfo Solutions, LLC | 32,372 | $309.5K | 0.05% | +3,046+10.4% | Added |
| Marex Group plc | 32,944 | $314.9K | 0.00% | +16,469+100.0% | Added |
| CWM, LLC | 33,299 | $318.0K | 0.00% | +33,299 | New |
| Russell Investments Group, Ltd. | 34,014 | $325.2K | 0.00% | −4,631−12.0% | Reduced |
| Burns Matteson Capital Management, LLC | 34,270 | $327.6K | 0.13% | +3,242+10.4% | Added |
| Numerai GP LLC | 34,391 | $328.8K | 0.04% | +34,391 | New |
| Police & Firemen's Retirement System of New Jersey | 35,039 | $335.0K | 0.00% | −8,123−18.8% | Reduced |
| Winton Group Ltd | 37,300 | $356.6K | 0.01% | +37,300 | New |
| UBS Asset Management Americas Inc | 38,900 | $371.9K | 0.00% | +38,900 | New |
| Quadrature Capital Ltd | 40,493 | $387.1K | 0.00% | −89,707−68.9% | Reduced |
| Pictet Asset Management Holding SA | 42,100 | $402.5K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 45,113 | $431.3K | 0.00% | −3,631−7.4% | Reduced |
| Gsa Capital Partners LLP | 48,399 | $463.0K | 0.04% | −141,123−74.5% | Reduced |
| Atria Investments LLC | 48,634 | $464.9K | 0.01% | +288+0.6% | Added |
| Two Sigma Advisers, LP | 48,900 | $467.5K | 0.00% | −30,000−38.0% | Reduced |
| Millennium Management LLC | 49,469 | $472.9K | 0.00% | −49,449−50.0% | Reduced |
| HighTower Advisors, LLC | 49,495 | $473.2K | 0.00% | −4,717−8.7% | Reduced |
| Cetera Investment Advisers | 50,168 | $479.6K | 0.00% | −39,169−43.8% | Reduced |
| Precision Wealth Strategies, LLC | 54,790 | $523.8K | 0.17% | −3,950−6.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 55,591 | $531.5K | 0.01% | −2,649−4.5% | Reduced |
| Diversify Advisory Services, LLC | 59,749 | $543.7K | 0.02% | +6,212+11.6% | Added |
| Asset Management One Co.,Ltd. | 60,417 | $549.2K | 0.00% | +49,086+433.2% | Added |
| Profund Advisors LLC | 59,416 | $568.0K | 0.02% | −7,581−11.3% | Reduced |
| Harbour Capital Advisors, LLC | 61,000 | $636.8K | 0.13% | −2,885−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 68,748 | $657.0K | 0.00% | −311−0.5% | Reduced |