DaveManuel.com · Institutional Ownership · Who Owns It
BILL HOLDINGS INC (BILL)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
348
Reporting holders
$3.8B
Reported value
115.5%
Of shares outstanding
5.3%
Calls
1.9%
Puts
-1
Holder change
Institutions report 98,524,317 shares against 85,276,782 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $315.9M | 8,735,197 | 0.00% | 8q | +4.5%+$13.7M |
| ER Collective Holdings, LLC | $308.0M | 8,518,300 | 100.00% | 3q | HELD |
| Starboard Value LP | $254.1M | 7,025,748 | 5.62% | 4q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $205.7M | 5,688,580 | 0.01% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $201.1M | 5,558,053 | 0.04% | 27q | +96.1%+$98.5M |
| Senvest Management, LLC | $148.4M | 4,102,668 | 4.35% | 7q | +7.0%+$9.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $142.2M | 3,933,392 | 0.00% | 2q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $128.8M | 3,562,810 | 0.02% | 22q | -7.8%-$10.8M |
| STATE STREET CORP | $113.6M | 3,140,742 | 0.00% | 26q | +1.4%+$1.6M |
| UBS Group AG | $112.7M incl. $73.6M options CALL | 1,082,069 | 0.01% | 27q | -15.9%-$21.3M |
| DIMENSIONAL FUND ADVISORS LP | $106.5M | 2,945,930 | 0.02% | 24q | -4.7%-$5.2M |
| Greenhouse Funds LLLP | $96.6M | 2,672,670 | 4.94% | 10q | -16.2%-$18.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $76.3M incl. $55.2M options CALL+PUT | 583,747 | 0.01% | 27q | +33.2%+$19.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $74.3M | 2,053,400 | 0.20% | 2q | +2.9%+$2.1M |
| JANE STREET GROUP, LLC | $71.6M incl. $15.8M options CALL+PUT | 1,543,254 | 0.01% | 25q | +207.9%+$48.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $59.2M | 1,636,476 | 0.00% | 26q | +2.3%+$1.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $59.0M | 1,631,907 | 0.01% | 27q | -17.5%-$12.5M |
| ROYAL BANK OF CANADA | $56.5M incl. $1.8M options CALL | 1,510,800 | 0.01% | 27q | -1.4%-$804.9K |
| HRT FINANCIAL LP | $50.8M incl. $7.2M options OPT | 1,405,339 | 0.09% | new | NEW |
| Contour Asset Management LLC | $50.6M | 1,400,202 | 1.20% | 6q | -58.1%-$70.2M |
| BANK OF AMERICA CORP /DE/ | $50.4M | 1,393,303 | 0.00% | 27q | +20.1%+$8.4M |
| GOLDMAN SACHS GROUP INC | $42.2M | 1,165,875 | 0.00% | 27q | +94.7%+$20.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.3M | 948,738 | 0.02% | 8q | +259.3%+$24.8M |
| Invenomic Capital Management LP | $32.9M | 908,775 | 1.96% | 9q | -12.1%-$4.5M |
| Balyasny Asset Management L.P. | $32.5M CALL+PUT | options only | 0.04% | 13q | OPTIONS |
| LPL Financial LLC | $32.2M | 891,399 | 0.01% | 24q | +1.4%+$450.3K |
| MANGROVE PARTNERS IM, LLC | $30.3M | 838,994 | 1.99% | 4q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $30.0M | 829,031 | 0.02% | 27q | +756.3%+$26.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.9M | 827,605 | 0.00% | 25q | +5.5%+$1.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $28.0M | 773,079 | 0.10% | 3q | +116.5%+$15.0M |
| FMR LLC | $27.0M | 746,353 | 0.00% | 27q | -19.6%-$6.6M |
| CITADEL ADVISORS LLC | $26.3M incl. $14.5M options CALL+PUT | 325,658 | 0.00% | 27q | -75.9%-$82.7M |
| NORTHERN TRUST CORP | $25.7M | 709,456 | 0.00% | 27q | +6.2%+$1.5M |
| MORGAN STANLEY | $24.3M | 670,816 | 0.00% | 27q | +2.6%+$610.3K |
| Bank of New York Mellon Corp | $22.6M | 623,733 | 0.00% | 26q | +2.6%+$579.2K |
| IMC-Chicago, LLC | $22.1M incl. $21.8M options CALL+PUT | 9,066 | 0.01% | 15q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $20.3M | 560,650 | 0.00% | 2q | +2.2%+$433.0K |
| JPMORGAN CHASE & CO | $19.7M | 545,084 | 0.00% | 27q | +71.0%+$8.2M |
| Verition Fund Management LLC | $19.1M incl. $10.7M options CALL | 233,514 | 0.10% | 9q | -46.5%-$16.6M |
| Retirement Systems of Alabama | $17.2M | 475,111 | 0.05% | 7q | -3.3%-$589.2K |
| Assenagon Asset Management S.A. | $17.2M | 474,682 | 0.01% | 11q | +62.0%+$6.6M |
| Clearline Capital LP | $17.0M | 469,637 | 1.01% | 6q | +1046.6%+$15.5M |
| Qube Research & Technologies Ltd | $16.8M incl. $47.0K options CALL+PUT | 464,612 | 0.02% | 5q | +156.9%+$10.3M |
| NOMURA HOLDINGS INC | $16.5M | 456,465 | 0.02% | 12q | -73.6%-$46.0M |
| Nuveen, LLC | $16.4M | 454,752 | 0.00% | 6q | +81.5%+$7.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | $14.9M | 411,900 | 0.01% | 18q | -3.2%-$495.4K |
| NORGES BANK | $14.1M | 390,252 | 0.00% | 25q | -60.8%-$21.9M |
| ALGERT GLOBAL LLC | $13.9M | 385,264 | 0.17% | 2q | +113.8%+$7.4M |
| Pacer Advisors, Inc. | $13.0M | 359,729 | 0.03% | 5q | +6.4%+$782.7K |
| Walleye Trading LLC | $12.5M CALL+PUT | options only | 0.01% | 26q | OPTIONS |
| LOOMIS SAYLES & CO L P | $11.9M | 329,471 | 0.01% | 4q | -2.9%-$353.9K |
| HSBC HOLDINGS PLC | $10.9M | 303,130 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $10.9M | 300,268 | 0.01% | 12q | -15.9%-$2.1M |
| BARCLAYS PLC | $10.8M | 299,359 | 0.00% | 18q | -32.2%-$5.1M |
| Invesco Ltd. | $10.3M | 286,023 | 0.00% | 25q | +6.4%+$618.5K |
| MILLENNIUM MANAGEMENT LLC | $9.3M incl. $5.3M options CALL+PUT | 108,966 | 0.00% | 23q | -92.4%-$112.9M |
| BANK OF MONTREAL /CAN/ | $8.8M | 244,495 | 0.00% | 26q | -17.3%-$1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.7M | 241,431 | 0.00% | 25q | -28.3%-$3.4M |
| ALLIANCEBERNSTEIN L.P. | $8.1M | 211,515 | 0.00% | 25q | +29.6%+$1.8M |
| Yiheng Capital Management, L.P. | $8.1M | 222,820 | 2.77% | 2q | HELD |
| RHUMBLINE ADVISERS | $8.0M | 220,189 | 0.01% | 26q | -1.5%-$118.1K |
| MONIMUS CAPITAL MANAGEMENT, LP | $8.0M | 219,975 | 1.84% | 5q | -22.1%-$2.3M |
| Tejara Capital Ltd | $7.9M | 219,400 | 3.26% | 2q | +86.7%+$3.7M |
| GROUP ONE TRADING LLC | $7.9M incl. $6.4M options CALL+PUT | 39,961 | 0.01% | 26q | HELD |
| SIMPLEX TRADING, LLC | $7.5M incl. $6.4M options CALL+PUT | 29,742 | 0.00% | 26q | HELD |
| XTX Topco Ltd | $7.4M | 205,711 | 0.10% | 3q | +628.4%+$6.4M |
| CIBC WORLD MARKET INC. | $7.3M | 202,639 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $7.3M | 201,467 | 0.01% | 26q | +84.2%+$3.3M |
| PRINCIPAL FINANCIAL GROUP INC | $7.3M | 201,294 | 0.00% | 25q | +2.5%+$175.3K |
| PAR CAPITAL MANAGEMENT INC | $7.2M | 200,000 | 0.18% | 4q | -50.0%-$7.2M |
| BARINGTON COMPANIES MANAGEMENT, LLC | $7.1M | 197,000 | 5.01% | 4q | -37.2%-$4.2M |
| MARSHALL WACE, LLP | $7.1M | 195,012 | 0.01% | 14q | -77.1%-$23.8M |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $6.8M | 187,831 | 2.33% | 14q | -5.5%-$394.7K |
| Quinn Opportunity Partners LLC | $6.8M | 187,114 | 0.31% | new | NEW |
| ExodusPoint Capital Management, LP | $6.7M | 185,720 | 0.04% | 6q | -27.7%-$2.6M |
| ARMISTICE CAPITAL, LLC | $6.6M | 181,617 | 0.08% | 4q | -51.6%-$7.0M |
| California Public Employees Retirement System | $6.6M | 181,260 | 0.00% | 25q | +6.7%+$411.5K |
| IMMERSION CORP | $6.5M | 180,000 | 3.64% | new | NEW |
| Caption Management, LLC | $6.5M CALL | options only | 0.03% | 3q | OPTIONS |
| D. E. Shaw & Co., Inc. | $6.3M incl. $741.3K options CALL | 153,400 | 0.00% | 26q | -58.1%-$8.7M |
| TWO SIGMA INVESTMENTS, LP | $6.1M | 167,942 | 0.00% | 11q | +102.4%+$3.1M |
| Swiss National Bank | $5.7M | 158,900 | 0.00% | 25q | -5.6%-$343.5K |
| Point72 Asset Management, L.P. | $5.5M incl. $2.6M options CALL+PUT | 81,726 | 0.01% | 25q | -96.2%-$140.8M |
| Hudson Bay Capital Management LP | $5.5M | 151,425 | 0.01% | 3q | -39.6%-$3.6M |
| PEAK6 LLC | $5.3M incl. $4.9M options CALL+PUT | 10,247 | 0.01% | 7q | +249.5%+$3.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $5.0M | 137,679 | 0.00% | 6q | +2.2%+$107.2K |
| CANADA LIFE ASSURANCE Co | $4.7M | 130,891 | 0.01% | 25q | +6.0%+$266.8K |
| AQR CAPITAL MANAGEMENT LLC | $4.7M | 130,273 | 0.00% | 5q | -16.6%-$930.8K |
| Man Group plc | $4.6M | 127,632 | 0.01% | new | NEW |
| WINTON GROUP Ltd | $4.5M | 123,671 | 0.14% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $4.5M | 123,250 | 0.00% | 25q | +195.2%+$2.9M |
| Potrero Capital Research LLC | $4.3M | 117,707 | 2.37% | 4q | -31.3%-$1.9M |
| Legal & General Group Plc | $4.0M | 110,266 | 0.00% | 27q | -6.6%-$281.8K |
| SG Americas Securities, LLC | $3.9M | 106,593 | 0.00% | 10q | -24.3%-$1.2M |
| Cohen Capital Management, Inc. | $3.8M | 104,829 | 0.52% | 10q | -4.5%-$179.3K |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M incl. $365.2K options PUT | 92,857 | 0.00% | 7q | +431.2%+$3.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.5M | 97,666 | 0.00% | 26q | -2.6%-$95.1K |
| Sepio Capital, LP | $3.5M | 96,498 | 0.18% | 17q | HELD |
| Edgestream Partners, L.P. | $3.5M | 95,864 | 0.10% | 3q | +728.1%+$3.0M |
| Sciencast Management LP | $3.3M | 91,081 | 0.68% | new | NEW |
Showing the largest 100 of 348 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Lacerte Rene A. | CEO | Sold | 214,995 | $10.4M ×6 |
| 2026-09-03 | Lacerte Rene A. | CEO | Sold | 42,248 | $2.1M ×4 |
| 2026-09-01 | Jain Rohini | Chief Financial Officer | Sold | 33,470 | $1.6M ×2 |
| 2026-05-29 | Cieri Michael | Chief Product Officer | Sold | 32,875 | $1.2M ×3 |
| 2026-08-31 | Cieri Michael | Chief Product Officer | Sold | 10,754 | $528.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 81 | $92.1M | 2,164,715 | 27 | 25 | 18 | 0.0% |
| Q2 2026 | 348 | $3.8B | 98,524,317 | 61 | 101 | 126 | 7.4% |
| Q1 2026 | 349 | $4.3B | 102,344,018 | 57 | 113 | 111 | 9.0% |
| Q4 2025 | 378 | $6.6B | 109,426,875 | 64 | 108 | 123 | 8.9% |
| Q3 2025 | 373 | $6.3B | 102,836,644 | 76 | 98 | 138 | 13.9% |
| Q2 2025 | 376 | $4.8B | 96,719,280 | 53 | 118 | 135 | 7.3% |
| Q1 2025 | 400 | $4.8B | 93,204,296 | 86 | 131 | 125 | 10.1% |
| Q4 2024 | 424 | $8.8B | 94,723,666 | 115 | 123 | 115 | 8.7% |
| Q3 2024 | 349 | $5.3B | 90,974,523 | 70 | 117 | 122 | 9.3% |
| Q2 2024 | 341 | $5.2B | 94,408,384 | 57 | 117 | 120 | 5.4% |
| Q1 2024 | 385 | $8.1B | 112,825,648 | 66 | 121 | 138 | 4.6% |
| Q4 2023 | 421 | $10.1B | 115,875,032 | 77 | 133 | 137 | 6.6% |
| Q3 2023 | 431 | $12.3B | 106,300,345 | 62 | 128 | 160 | 6.5% |
| Q2 2023 | 428 | $13.7B | 108,006,057 | 75 | 136 | 138 | 7.8% |
| Q1 2023 | 413 | $9.7B | 109,855,339 | 60 | 167 | 115 | 8.0% |
| Q4 2022 | 485 | $12.5B | 105,497,603 | 69 | 162 | 179 | 7.8% |
| Q3 2022 | 476 | $15.5B | 110,847,897 | 94 | 148 | 162 | 5.1% |
| Q2 2022 | 424 | $12.6B | 109,812,054 | 66 | 183 | 129 | 4.4% |
| Q1 2022 | 476 | $30.2B | 128,195,989 | 93 | 190 | 145 | 3.7% |
| Q4 2021 | 472 | $36.2B | 138,629,792 | 98 | 170 | 126 | 4.5% |
| Q3 2021 | 431 | $34.8B | 126,256,764 | 129 | 133 | 123 | 3.5% |
| Q2 2021 | 349 | $16.5B | 87,806,238 | 78 | 131 | 92 | 2.6% |
| Q1 2021 | 312 | $12.9B | 85,080,010 | 78 | 100 | 100 | 3.7% |
| Q4 2020 | 287 | $13.7B | 97,992,267 | 64 | 113 | 68 | 2.5% |
| Q3 2020 | 245 | $23.4B | 231,608,933 | 65 | 106 | 51 | 0.6% |
| Q2 2020 | 215 | $10.6B | 115,587,376 | 122 | 55 | 28 | 1.3% |
| Q1 2020 | 108 | $3.1B | 91,254,543 | 50 | 30 | 21 | 0.8% |
| Q4 2019 | 105 | $2.9B | 75,224,858 | 99 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $424.0K | 4,226 | 1 | 0 | 0 | 0.0% |