Credit Suisse AG
USOI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $3.75M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Credit Suisse AG as of Jun 30, 2022. 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
- 27
- +9 vs. Q1 2022
- Shares held
- 3.00M
- +316.2K (+11.8%) vs. Q1 2022
- Total value
- $15.4M
- +$681.0K (+4.6%) vs. Q1 2022
- New holders
- 11
- 10 more added
- Sold out
- 2
- 1 more reduced
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USOI 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 | 11 | $3.75M |
| Q1 2026 | 13 | $8.85M |
| Q4 2025 | 9 | $7.45M |
| Q3 2025 | 8 | $928.3K |
| Q2 2025 | 8 | $844.8K |
| Q1 2025 | 18 | $9.95M |
| Q4 2024 | 21 | $7.19M |
| Q3 2024 | 17 | $1.73M |
| Q2 2024 | 22 | $14.5M |
| Q1 2024 | 20 | $3.08M |
| Q4 2023 | 18 | $11.3M |
| Q3 2023 | 16 | $13.6M |
| Q2 2023 | 18 | $7.92M |
| Q1 2023 | 21 | $11.0M |
| Q4 2022 | 25 | $28.8M |
| Q3 2022 | 22 | $24.5M |
| Q2 2022 | 27 | $15.4M |
| Q1 2022 | 18 | $14.7M |
| Q4 2021 | 16 | $7.00M |
| Q3 2021 | 18 | $5.88M |
| Q2 2021 | 12 | $2.44M |
| Q1 2021 | 10 | $3.86M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 956,579 | $4.90M | 0.01% | +28,349+3.1% | Added |
| Uniplan Investment Counsel, Inc. | 753,287 | $3.86M | 0.27% | +56,842+8.2% | Added |
| Cavalier Investments, LLC | 712,901 | $3.65M | 1.28% | +51,578+7.8% | Added |
| Credit Suisse AG | 139,245 | $713.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 104,901 | $537.0K | 0.00% | +17,494+20.0% | Added |
| Envestnet Asset Management Inc | 86,765 | $444.0K | 0.00% | +11,756+15.7% | Added |
| Old Mission Capital LLC | 83,713 | $429.0K | 0.01% | +83,713 | New |
| MBL Wealth, LLC | 20,000 | $102.0K | 0.03% | +20,000 | New |
| MAS Advisors LLC | 19,594 | $100.0K | 0.09% | +19,594 | New |
| Atria Wealth Solutions, Inc. | 18,676 | $96.0K | 0.00% | +4,554+32.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,701 | $91.0K | 0.00% | +159+0.9% | Added |
| NewEdge Wealth, LLC | 17,089 | $87.0K | 0.00% | +17,089 | New |
| Acorn Wealth Advisors, LLC | 14,970 | $77.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,940 | $76.0K | 0.00% | −77−0.5% | Reduced |
| Ground Swell Capital, LLC | 11,831 | $61.0K | 0.11% | +1,570+15.3% | Added |
| Arkadios Wealth Advisors | 12,000 | $61.0K | 0.01% | +12,000 | New |
| Vestmark Advisory Solutions, Inc. | 11,177 | $57.0K | 0.00% | +11,177 | New |
| UBS Group AG | 5,736 | $29.0K | 0.00% | +5,736 | New |
| Lake Point Wealth Management | 1,173 | $6.00K | 0.00% | +191+19.5% | Added |
| Captrust Financial Advisors | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 617 | $3.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 650 | $3.00K | 0.00% | +250+62.5% | Added |
| National Bank of Canada | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 163 | $1.00K | 0.00% | +163 | New |
| Harbour Investments, Inc. | 207 | $1.00K | 0.00% | +207 | New |
| ACG Wealth | 227 | $1.00K | 0.00% | +227 | New |
| Wells Fargo & Company | 2 | $0 | 0.00% | +2 | New |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,193−100.0% | Sold out |
| Monolith Advisors | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |