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 2024
Institutional positions in Credit Suisse AG as of Sep 30, 2024. 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
- 17
- −5 vs. Q2 2024
- Shares held
- 26.5K
- −168.5K (−86.4%) vs. Q2 2024
- Total value
- $1.73M
- −$12.8M (−88.1%) vs. Q2 2024
- New holders
- 2
- 6 more added
- Sold out
- 7
- 3 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 9,370 | $610.2K | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,813 | $448.3K | 0.00% | +504+8.0% | Added |
| Belpointe Asset Management LLC | 4,006 | $260.9K | 0.02% | −337−7.8% | Reduced |
| HRT Financial LP | 3,676 | $239.0K | 0.00% | +876+31.3% | Added |
| Advisor Group Holdings, Inc. | 1,627 | $106.0K | 0.00% | +73+4.7% | Added |
| UBS Group AG | 400 | $26.0K | 0.00% | −2,480−86.1% | Reduced |
| Wells Fargo & Company | 332 | $21.6K | 0.00% | +330+16,500.0% | Added |
| Morgan Stanley | 151 | $9.83K | 0.00% | −50−24.9% | Reduced |
| WR Wealth Planners, LLC | 29 | $1.89K | 0.00% | +17+141.7% | Added |
| Planning Capital Management Corp | 28 | $1.85K | 0.00% | +28 | New |
| Archer Investment Corp | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $1.14K | 0.00% | +6+50.0% | Added |
| National Bank of Canada | 15 | $977 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3 | $195 | 0.00% | +3 | New |
| Mather Group, LLC. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −79,192−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −45,444−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,701−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |