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, Q1 2023
Institutional positions in Credit Suisse AG as of Mar 31, 2023. 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
- 21
- −4 vs. Q4 2022
- Shares held
- 141.8K
- −204.4K (−59.0%) vs. Q4 2022
- Total value
- $11.0M
- −$17.8M (−61.7%) vs. Q4 2022
- New holders
- 5
- 5 more added
- Sold out
- 9
- 8 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 32,753 | $2.55M | 0.00% | +22,313+213.7% | Added |
| Jane Street Group, LLC | 30,559 | $2.38M | 0.00% | −62,940−67.3% | Reduced |
| Envestnet Asset Management Inc | 21,228 | $1.65M | 0.00% | −570−2.6% | Reduced |
| Credit Suisse AG | 16,962 | $1.32M | 0.00% | +10,000+143.6% | Added |
| Acorn Wealth Advisors, LLC | 9,370 | $728.5K | 0.54% | +9,370 | New |
| Belpointe Asset Management LLC | 6,990 | $543.5K | 0.03% | +5,990+599.0% | Added |
| Old Mission Capital LLC | 6,670 | $518.6K | 0.02% | +6,670 | New |
| Arlington Partners LLC | 6,500 | $505.4K | 0.07% | +6,500 | New |
| MAS Advisors LLC | 3,403 | $264.6K | 0.26% | +290+9.3% | Added |
| Two Sigma Securities, LLC | 2,707 | $210.5K | 0.02% | −4,516−62.5% | Reduced |
| Creative Planning | 2,660 | $206.8K | 0.00% | +2,660 | New |
| UBS Group AG | 913 | $71.0K | 0.00% | −948−50.9% | Reduced |
| Advisor Group Holdings, Inc. | 655 | $50.9K | 0.00% | −8,894−93.1% | Reduced |
| Tower Research Capital LLC (TRC) | 310 | $24.0K | 0.00% | +176+131.3% | Added |
| Fifth Third Bancorp | 47 | $3.65K | 0.00% | −1,013−95.6% | Reduced |
| Morgan Stanley | 47 | $3.65K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 20 | $2.00K | 0.00% | −11−35.5% | Reduced |
| National Bank of Canada | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $700 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7 | $544 | 0.00% | +7 | New |
| Wells Fargo & Company | 0 | $11 | 0.00% | −75−100.0% | Reduced |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −121,455−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −53,568−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |