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, Q4 2022
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 25
- +3 vs. Q3 2022
- Shares held
- 346.2K
- +45.8K (+15.3%) vs. Q3 2022
- Total value
- $28.8M
- +$4.37M (+17.9%) vs. Q3 2022
- New holders
- 5
- 10 more added
- Sold out
- 2
- 6 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 9 | $744 | 0.00% | −198−95.7% | Reduced |
| National Bank of Canada | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 32 | $2.66K | 0.00% | +32 | New |
| Royal Bank of Canada | 31 | $3.00K | 0.00% | +11+55.0% | Added |
| Morgan Stanley | 47 | $3.91K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 52 | $4.33K | 0.00% | +52 | New |
| Wells Fargo & Company | 75 | $6.24K | 0.00% | −86−53.4% | Reduced |
| Tower Research Capital LLC (TRC) | 134 | $11.0K | 0.00% | −58−30.2% | Reduced |
| Comerica Securities,inc. | 318 | $26.5K | 0.00% | +318 | New |
| TD Private Client Wealth LLC | 570 | $47.5K | 0.00% | +190+50.0% | Added |
| Belpointe Asset Management LLC | 1,000 | $83.3K | 0.01% | +1,000 | New |
| Fifth Third Bancorp | 1,060 | $88.2K | 0.00% | +319+43.0% | Added |
| UBS Group AG | 1,861 | $154.9K | 0.00% | −1,640−46.8% | Reduced |
| MAS Advisors LLC | 3,113 | $259.1K | 0.24% | +3,113 | New |
| HRT Financial LP | 3,311 | $275.0K | 0.00% | −25,665−88.6% | Reduced |
| Merit Financial Group, LLC | 4,474 | $372.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,614 | $467.4K | 0.00% | −2,130−27.5% | Reduced |
| Credit Suisse AG | 6,962 | $579.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,223 | $601.3K | 0.09% | +4,471+162.5% | Added |
| Advisor Group Holdings, Inc. | 9,549 | $795.4K | 0.00% | +1,843+23.9% | Added |
| Susquehanna International Group, LLP | 10,440 | $869.1K | 0.00% | +203+2.0% | Added |
| Envestnet Asset Management Inc | 21,798 | $1.81M | 0.00% | +17,573+415.9% | Added |
| Uniplan Investment Counsel, Inc. | 53,568 | $4.46M | 0.32% | +14,913+38.6% | Added |
| Jane Street Group, LLC | 93,499 | $7.78M | 0.01% | +17,418+22.9% | Added |
| Kestra Advisory Services, LLC | 121,455 | $10.1M | 0.09% | +63,999+111.4% | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −40,202−100.0% | Sold out |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |