BILL Holdings, Inc.

BILL
交易所
NYSE
產業
Services-Prepackaged Software
SEC CIK
0001786352

13F 持有人:2026 年第 2 季

持倉截至 2026/6/30。

管理 1 億美元以上美股的投資機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
366
較 2026 年第 1 季 +2
持有股數
1.17 億
較 2026 年第 1 季 +665.25 萬 (+6.0%)
總市值
$47.27 億
較 2026 年第 1 季 −$4.36 億 (−8.4%)

跟 2026 年第 1 季 比較:新進與清倉的機構

歷年持有家數

2021 年第 3 季 432 家 → 2026 年第 2 季 366 家

看各季數字

持有機構

2026 年第 2 季 持有 BILL 的機構
機構股數市值佔組合 %股數變化動作
Silver Grove Financial Group, Inc.1$360.00%−21−95.5%減碼
NISA INVESTMENT ADVISORS, LLC1$360.00%−16−94.1%減碼
MARYLAND CAPITAL ADVISORS INC.1$370.00%+1新進
Principia Wealth Advisory, LLC2$720.00%−3−60.0%減碼
WPG Advisers, LLC2$720.00%00.0%不變
DecisionPoint Financial, LLC2$780.00%+2新進
Rialto Wealth Management, LLC3$1090.00%−3−50.0%減碼
MV CAPITAL MANAGEMENT, INC.3$1090.00%+1+50.0%加碼
ELEQUIN CAPITAL LP4$1450.00%−52−92.9%減碼
Newbridge Financial Services Group, Inc.5$1810.00%00.0%不變
LRI Investments, LLC5$1810.00%+5新進
Signature Equity Partners, LLC5$1810.00%+5新進
ROTHSCHILD INVESTMENT LLC6$2170.00%−5−45.5%減碼
Transamerica Financial Advisors, Inc.7$2530.00%−6−46.2%減碼
Activest Wealth Management7$2530.00%+7新進
HUNTINGTON NATIONAL BANK9$3250.00%−13−59.1%減碼
Dunhill Financial, LLC9$3250.00%−1−10.0%減碼
DiNuzzo Private Wealth, Inc.10$3620.00%−2−16.7%減碼
Bay Harbor Wealth Management, LLC10$3620.00%−1−9.1%減碼
UMB BANK N A/MO11$3980.00%−1,039−99.0%減碼
Parkside Financial Bank & Trust11$3980.00%−7−38.9%減碼
Cromwell Holdings LLC12$4340.00%00.0%不變
HFM Investment Advisors, LLC12$4340.00%+8+200.0%加碼
Bell Investment Advisors, Inc13$4710.00%−11−45.8%減碼
RAFFA WEALTH MANAGEMENT, LLC14$5060.00%+2+16.7%加碼
Keating Financial Advisory Services, Inc.14$5060.00%+12+600.0%加碼
SJS Investment Consulting Inc.19$6880.00%+8+72.7%加碼
Sachetta, LLC20$7240.00%−23−53.5%減碼
ACTION POINT FINANCIAL PLANNING, LLC27$9400.00%+27新進
Clearstead Advisors, LLC27$9770.00%+3+12.5%加碼
CVA Family Office, LLC28$1,0120.00%−105−78.9%減碼
Boreal Capital Management LLC30$1,0850.00%00.0%不變
Godfrey Financial Associates, Inc.30$1,0850.00%00.0%不變
Smartleaf Asset Management LLC32$1,1500.00%00.0%不變
Creative Capital Management Investments LLC32$1,1570.00%+32新進
Leo H. Evart, Inc.34$1,2290.00%00.0%不變
Bare Financial Services, Inc43$1,5550.00%+32+290.9%加碼
JFS WEALTH ADVISORS, LLC46$1,6640.00%−4−8.0%減碼
Fortitude Family Office, LLC47$1,7000.00%−12−20.3%減碼
EverSource Wealth Advisors, LLC48$1,7350.00%−87−64.4%減碼
Bullock Wealth Management Group45$1,7450.00%−18−28.6%減碼
FARMERS & MERCHANTS INVESTMENTS INC70$2,5310.00%00.0%不變
Evelyn Partners Group Ltd81$2,9290.00%+81新進
MASSMUTUAL TRUST CO FSB/ADV87$3,1460.00%−28−24.3%減碼
ZRC WEALTH MANAGEMENT, LLC91$3,2910.00%−54−37.2%減碼
True Wealth Design, LLC103$3,7250.00%−13−11.2%減碼
Covestor Ltd114$4,0000.00%+19+20.0%加碼
Quarry LP114$4,1220.00%+114新進
SIGNATUREFD, LLC117$4,2310.00%−134−53.4%減碼
Cedar Mountain Advisors, LLC148$5,3520.00%00.0%不變
IFP Advisors, Inc156$5,6410.00%+40+34.5%加碼
Parallel Advisors, LLC181$6,5450.00%−385−68.0%減碼
Rossby Financial, LCC198$7,1600.00%−3−1.5%減碼
DANSKE BANK A/S200$7,2320.00%00.0%不變
Federation des caisses Desjardins du Quebec217$7,8510.00%−1,783−89.1%減碼
Ronald Blue Trust, Inc.219$7,9190.00%−24−9.9%減碼
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC–$8,7480.00%––
Steward Partners Investment Advisory, LLC244$8,8230.00%−364−59.9%減碼
Transce3nd, LLC219$9,0580.08%00.0%不變
BESSEMER GROUP INC283$1 萬0.00%+178+169.5%加碼
INSIGNEO ADVISORY SERVICES, LLC–$1.04 萬0.00%––
Crewe Advisors LLC307$1.11 萬0.00%00.0%不變
US BANCORP \DE\344$1.24 萬0.00%−836−70.8%減碼
NOMURA ASSET MANAGEMENT CO LTD380$1.37 萬0.00%00.0%不變
FNY Investment Advisers, LLC400$1.4 萬0.01%00.0%不變
Turim 21 Investimentos Ltda.392$1.42 萬0.00%00.0%不變
WOLVERINE ASSET MANAGEMENT LLC400$1.45 萬0.00%00.0%不變
Hillsdale Investment Management Inc.400$1.45 萬0.00%+400新進
SRS Capital Advisors, Inc.452$1.63 萬0.00%+452新進
JONES FINANCIAL COMPANIES LLLP472$1.68 萬0.00%+334+242.0%加碼
Bayforest Capital Ltd490$1.77 萬0.02%−2,011−80.4%減碼
NBC SECURITIES, INC.500$1.81 萬0.00%+500新進
Allworth Financial LP526$1.9 萬0.00%−98−15.7%減碼
Global Retirement Partners, LLC576$2.08 萬0.00%+576新進
Mirae Asset Global Investments Co., Ltd.654$2.36 萬0.00%+398+155.5%加碼
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO658$2.38 萬0.00%−102−13.4%減碼
Larson Financial Group LLC687$2.48 萬0.00%+559+436.7%加碼
ADVISOR GROUP HOLDINGS, INC.719$2.6 萬0.00%−29−3.9%減碼
Versant Capital Management, Inc722$2.61 萬0.00%+430+147.3%加碼
The PNC Financial Services Group, Inc.780$2.82 萬0.00%−1,343−63.3%減碼
Aquatic Capital Management LLC901$3.26 萬0.00%+901新進
Oasis Management Co Ltd.–$4.31 萬0.00%––
GAMMA Investing LLC1,248$4.51 萬0.00%−1,175−48.5%減碼
Eurizon Capital SGR S.p.A.1,276$4.59 萬0.00%00.0%不變
DV Trading LLC1,304$4.72 萬0.00%+1,304新進
Asset Management One Co.,Ltd.1,342$4.85 萬0.00%+166+14.1%加碼
SBI Securities Co., Ltd.1,344$4.86 萬0.00%−31−2.3%減碼
Institute for Wealth Management, LLC.1,434$5.19 萬0.00%+1,434新進
Plato Investment Management Ltd1,974$7.1 萬0.00%+1,914+3,190.0%加碼
Geneos Wealth Management Inc.2,125$7.68 萬0.00%+625+41.7%加碼
Rockefeller Capital Management L.P.2,455$8.88 萬0.00%+856+53.5%加碼
KBC Group NV2,644$9.6 萬0.00%00.0%不變
Phillip James Consulting Co.1,077$9.87 萬0.07%+1,077新進
Farther Finance Advisors, LLC3,144$11.37 萬0.00%+1,095+53.4%加碼
HANTZ FINANCIAL SERVICES, INC.3,225$11.7 萬0.00%−389−10.8%減碼
Capula Management Ltd3,239$11.71 萬0.00%−104−3.1%減碼
Leonteq Securities AG3,616$13.08 萬0.01%+863+31.3%加碼
STRS OHIO3,622$13.1 萬0.00%+1,697+88.2%加碼
Nykredit A/S3,949$14.28 萬0.00%+3,949新進
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.5,376$19.44 萬0.00%+1,503+38.8%加碼