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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 18,165 | $173.7K | 0.00% | −9,387−34.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,343 | $165.8K | 0.00% | −119−0.7% | Reduced |
| Balyasny Asset Management LLC | 17,223 | $164.7K | 0.00% | +17,223 | New |
| IPG Investment Advisors LLC | 16,150 | $154.4K | 0.03% | +16,150 | New |
| Nomura Holdings Inc | 15,500 | $148.2K | 0.00% | +15,500 | New |
| Abn Amro Investment Solutions | 14,992 | $143.3K | 0.00% | −3,600−19.4% | Reduced |
| JustInvest LLC | 14,946 | $142.9K | 0.00% | +1,042+7.5% | Added |
| Sanctuary Advisors, LLC | 14,306 | $136.8K | 0.00% | +1,159+8.8% | Added |
| J.W. Cole Advisors, Inc. | 13,315 | $127.3K | 0.00% | −1,565−10.5% | Reduced |
| Acadian Asset Management LLC | 13,377 | $127.0K | 0.00% | −260,071−95.1% | Reduced |
| Legal & General Group Plc | 12,864 | $122.9K | 0.00% | +1,270+11.0% | Added |
| Bingham Private Wealth, LLC | 12,659 | $121.0K | 0.10% | +12,659 | New |
| Alliance Wealth Advisors, LLC | 12,598 | $120.4K | 0.03% | −2,016−13.8% | Reduced |
| Pathstone Holdings, LLC | 12,562 | $120.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12,515 | $119.6K | 0.01% | −780−5.9% | Reduced |
| Advisory Services Network, LLC | 12,405 | $118.6K | 0.00% | −71−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,197 | $116.6K | 0.00% | −46,185−79.1% | Reduced |
| Jones Financial Companies LLLP | 11,981 | $114.5K | 0.00% | −925−7.2% | Reduced |
| Vontobel Holding Ltd. | 11,624 | $111.1K | 0.00% | +11,624 | New |
| American Century Companies Inc | 11,452 | $109.5K | 0.00% | +11,452 | New |
| Wrapmanager Inc | 10,981 | $105.0K | 0.04% | −759−6.5% | Reduced |
| Afg Fiduciary Services Limited Partnership | 10,000 | $104.4K | 0.06% | −1,750−14.9% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 10,433 | $99.7K | 0.09% | +10,433 | New |
| Bryn Mawr Trust Co | 10,000 | $95.6K | 0.00% | −6,000−37.5% | Reduced |
| Skopos Labs, Inc. | 10,363 | $94.2K | 0.00% | +10,363 | New |
| CFG Wealth Management Services, Inc. | 8,000 | $76.5K | 0.07% | +8,000 | New |
| Deutsche Bank AG | 6,073 | $58.1K | 0.00% | −2,829−31.8% | Reduced |
| Bayforest Capital Ltd | 5,768 | $55.1K | 0.04% | −438−7.1% | Reduced |
| SBI Securities Co., Ltd. | 5,558 | $53.1K | 0.00% | −2,179−28.2% | Reduced |
| Royal Bank of Canada | 5,158 | $49.0K | 0.00% | −2,554−33.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,487 | $42.9K | 0.00% | +69+1.6% | Added |
| Quantbot Technologies LP | 4,403 | $42.1K | 0.00% | −2,641−37.5% | Reduced |
| GeoWealth Management, LLC | 3,642 | $34.8K | 0.00% | +3,642 | New |
| EverSource Wealth Advisors, LLC | 2,603 | $24.9K | 0.00% | +192+8.0% | Added |
| Barclays PLC | 2,500 | $23.9K | 0.00% | −124,534−98.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $19.1K | 0.00% | +2,000 | New |
| Bogart Wealth, LLC | 1,868 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,708 | $16.3K | 0.00% | −9,675−85.0% | Reduced |
| Farther Finance Advisors, LLC | 1,521 | $14.5K | 0.00% | −6,896−81.9% | Reduced |
| Rhumbline Advisers | 1,323 | $12.6K | 0.00% | −125−8.6% | Reduced |
| Altshuler Shaham Ltd | 1,200 | $11.5K | 0.00% | +1,200 | New |
| Larson Financial Group LLC | 643 | $6.15K | 0.00% | +36+5.9% | Added |
| ORG Wealth Partners, LLC | 626 | $5.98K | 0.00% | +38+6.5% | Added |
| REAP Financial Group, LLC | 500 | $4.78K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 488 | $4.67K | 0.00% | +488 | New |
| Federation des caisses Desjardins du Quebec | 370 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 309 | $2.71K | 0.00% | +252+442.1% | Added |
| Signature Equity Partners, LLC | 237 | $2.27K | 0.00% | +237 | New |
| Ronald Blue Trust, Inc. | 221 | $2.11K | 0.00% | −59−21.1% | Reduced |
| Smartleaf Asset Management LLC | 176 | $1.68K | 0.00% | +176 | New |
| SJS Investment Consulting Inc. | 127 | $1.22K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 111 | $1.06K | 0.00% | +111 | New |
| Rossby Financial, LCC | 106 | $1.01K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $956 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 71 | $679 | 0.00% | −1,533−95.6% | Reduced |
| UMA Financial Services, Inc. | 55 | $526 | 0.00% | +55 | New |
| Caitong International Asset Management Co., Ltd | 19 | $182 | 0.00% | −2,244−99.2% | Reduced |
| CoreCap Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1 | $10 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −783,595−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −672,766−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −527,911−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −360,831−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −355,392−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −274,654−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −247,228−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −63,601−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −34,747−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −20,850−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −18,075−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −17,490−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,369−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,922−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −11,688−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −11,944−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Shilanski & Associates, Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |