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 |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3 | $195 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 9 | $586 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 15 | $977 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18 | $1.14K | 0.00% | +6+50.0% | Added |
| Archer Investment Corp | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $1.85K | 0.00% | +28 | New |
| WR Wealth Planners, LLC | 29 | $1.89K | 0.00% | +17+141.7% | Added |
| Morgan Stanley | 151 | $9.83K | 0.00% | −50−24.9% | Reduced |
| Wells Fargo & Company | 332 | $21.6K | 0.00% | +330+16,500.0% | Added |
| UBS Group AG | 400 | $26.0K | 0.00% | −2,480−86.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,627 | $106.0K | 0.00% | +73+4.7% | Added |
| HRT Financial LP | 3,676 | $239.0K | 0.00% | +876+31.3% | Added |
| Belpointe Asset Management LLC | 4,006 | $260.9K | 0.02% | −337−7.8% | Reduced |
| Atria Wealth Solutions, Inc. | 6,813 | $448.3K | 0.00% | +504+8.0% | Added |
| Acorn Wealth Advisors, LLC | 9,370 | $610.2K | 0.26% | 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 |