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, Q3 2022
Institutional positions in Credit Suisse AG as of Sep 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
- 22
- −3 vs. Q2 2022
- Shares held
- 300.4K
- +150.2K (+100.0%) vs. Q2 2022Converted for a 1-for-20 split
- Total value
- $24.5M
- +$9.08M (+59.1%) vs. Q2 2022
- New holders
- 9
- 8 more added
- Sold out
- 12
- 3 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 15 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Harbour Investments, Inc. | 207 | $1.00K | 0.00% | +197+1,900.0% | AddedConverted for a 1-for-20 split |
| Royal Bank of Canada | 20 | $2.00K | 0.00% | −13−38.5% | ReducedConverted for a 1-for-20 split |
| Morgan Stanley | 47 | $4.00K | 0.00% | +47 | New |
| Wells Fargo & Company | 161 | $13.0K | 0.00% | +161+160,900.0% | AddedConverted for a 1-for-20 split |
| Tower Research Capital LLC (TRC) | 192 | $16.0K | 0.00% | +192 | New |
| TD Private Client Wealth LLC | 380 | $31.0K | 0.00% | +380 | New |
| Fifth Third Bancorp | 741 | $60.0K | 0.00% | −6−0.8% | ReducedConverted for a 1-for-20 split |
| Two Sigma Securities, LLC | 2,752 | $224.0K | 0.03% | +2,752 | New |
| UBS Group AG | 3,501 | $285.0K | 0.00% | +3,214+1,120.7% | AddedConverted for a 1-for-20 split |
| Envestnet Asset Management Inc | 4,225 | $344.0K | 0.00% | −113−2.6% | ReducedConverted for a 1-for-20 split |
| Merit Financial Group, LLC | 4,474 | $365.0K | 0.02% | +4,474 | New |
| Credit Suisse AG | 6,962 | $566.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Advisor Group Holdings, Inc. | 7,706 | $627.0K | 0.00% | +2,461+46.9% | AddedConverted for a 1-for-20 split |
| Citadel Advisors LLC | 7,744 | $630.0K | 0.00% | +7,744 | New |
| Acorn Wealth Advisors, LLC | 9,650 | $786.0K | 0.64% | +8,902+1,189.2% | AddedConverted for a 1-for-20 split |
| Susquehanna International Group, LLP | 10,237 | $833.0K | 0.00% | +10,237 | New |
| HRT Financial LP | 28,976 | $2.36M | 0.03% | +28,976 | New |
| Uniplan Investment Counsel, Inc. | 38,655 | $3.15M | 0.24% | +991+2.6% | AddedConverted for a 1-for-20 split |
| Old Mission Capital LLC | 40,202 | $3.28M | 0.14% | +36,016+860.5% | AddedConverted for a 1-for-20 split |
| Kestra Advisory Services, LLC | 57,456 | $4.68M | 0.05% | +57,456 | New |
| Jane Street Group, LLC | 76,081 | $6.20M | 0.01% | +28,252+59.1% | AddedConverted for a 1-for-20 split |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −35,645−100.0% | Sold outConverted for a 1-for-20 split |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold outConverted for a 1-for-20 split |
| MAS Advisors LLC | 0 | $0 | 0.00% | −980−100.0% | Sold outConverted for a 1-for-20 split |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −934−100.0% | Sold outConverted for a 1-for-20 split |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −885−100.0% | Sold outConverted for a 1-for-20 split |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −854−100.0% | Sold outConverted for a 1-for-20 split |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −592−100.0% | Sold outConverted for a 1-for-20 split |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −600−100.0% | Sold outConverted for a 1-for-20 split |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −559−100.0% | Sold outConverted for a 1-for-20 split |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −25−100.0% | Sold outConverted for a 1-for-20 split |
| FMR LLC | 0 | $0 | 0.00% | −8−100.0% | Sold outConverted for a 1-for-20 split |
| ACG Wealth | 0 | $0 | 0.00% | −11−100.0% | Sold outConverted for a 1-for-20 split |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |