DaveManuel.com · Institutional Ownership · Who Owns It
PIPER SANDLER COMPANIES (PIPR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
428
Reporting holders
$4.5B
Reported value
87.4%
Of shares outstanding
0.6%
Calls
0.2%
Puts
+31
Holder change
Institutions report 61,745,011 shares against 70,670,291 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, 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. | $799.3M | 11,048,611 | 0.01% | 2q | +5.9%+$44.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $375.2M | 5,186,683 | 0.02% | 2q | +1.0%+$3.8M |
| Invesco Ltd. | $227.3M | 3,141,984 | 0.02% | 2q | +20.4%+$38.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $219.8M | 3,038,326 | 0.00% | 2q | +0.5%+$1.1M |
| STATE STREET CORP | $211.2M | 2,919,922 | 0.01% | 2q | +4.8%+$9.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $126.0M | 1,741,263 | 0.01% | 2q | +6.7%+$7.9M |
| GOLDMAN SACHS GROUP INC | $116.9M | 1,616,193 | 0.01% | 2q | +10.1%+$10.8M |
| DIMENSIONAL FUND ADVISORS LP | $103.0M | 1,424,002 | 0.02% | 2q | +3.5%+$3.5M |
| North Reef Capital Management LP | $97.7M | 1,350,000 | 3.74% | 2q | +39.9%+$27.9M |
| WESTWOOD HOLDINGS GROUP INC | $89.5M | 1,237,090 | 0.67% | 2q | +11.3%+$9.1M |
| Stephens Investment Management Group LLC | $83.1M | 1,148,867 | 0.89% | 2q | +2.6%+$2.1M |
| ALLIANCEBERNSTEIN L.P. | $82.9M | 1,083,098 | 0.03% | 2q | -4.8%-$4.2M |
| Fisher Asset Management, LLC | $76.8M | 1,061,539 | 0.02% | 2q | -1.5%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $67.6M | 934,379 | 0.03% | 2q | +25.9%+$13.9M |
| NORGES BANK | $64.3M | 889,117 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.4M | 861,940 | 0.01% | 2q | HELD |
| GW&K Investment Management, LLC | $62.3M | 861,276 | 0.49% | 2q | -6.0%-$3.9M |
| NORTHERN TRUST CORP | $58.1M | 803,760 | 0.01% | 2q | +6.5%+$3.5M |
| JPMORGAN CHASE & CO | $54.8M | 751,863 | 0.00% | 2q | -14.3%-$9.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $51.1M | 706,867 | 1.02% | 2q | -2.1%-$1.1M |
| MORGAN STANLEY | $44.9M | 621,305 | 0.00% | 2q | -13.8%-$7.2M |
| Nuveen, LLC | $44.4M | 613,110 | 0.01% | 2q | -12.1%-$6.1M |
| Bank of New York Mellon Corp | $41.5M | 573,217 | 0.01% | 2q | +0.5%+$214.6K |
| VOYA INVESTMENT MANAGEMENT LLC | $39.6M | 547,144 | 0.03% | 2q | -0.6%-$224.0K |
| MAIRS & POWER INC | $39.4M | 544,505 | 0.36% | 2q | HELD |
| FRANKLIN RESOURCES INC | $37.1M | 513,020 | 0.01% | 2q | HELD |
| LOOMIS SAYLES & CO L P | $36.2M | 500,598 | 0.05% | 2q | -6.7%-$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $35.4M | 488,682 | 0.01% | 2q | +3.3%+$1.1M |
| Jupiter Topco LLC | $34.6M | 478,652 | 0.01% | new | FIRST |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $32.7M | 451,724 | 0.12% | 2q | -28.9%-$13.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.3M incl. $30.3M options CALL+PUT | 27,081 | 0.00% | 2q | -45.2%-$26.6M |
| Boston Trust Walden Corp | $31.6M | 437,008 | 0.24% | 2q | +163.9%+$19.6M |
| Greenwich Wealth Management LLC | $30.4M | 420,805 | 1.11% | 31q | +1.0%+$292.0K |
| Allspring Global Investments Holdings, LLC | $28.8M | 399,189 | 0.04% | 2q | +124.3%+$16.0M |
| Azora Capital LP | $27.5M | 380,367 | 1.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $25.8M | 356,790 | 0.01% | 2q | HELD |
| EMERALD ADVISERS, LLC | $25.3M | 350,159 | 0.60% | 2q | -2.9%-$753.7K |
| KENNEDY CAPITAL MANAGEMENT LLC | $25.0M | 345,329 | 0.44% | 2q | -2.9%-$746.7K |
| PRINCIPAL FINANCIAL GROUP INC | $23.9M | 330,579 | 0.01% | 2q | HELD |
| SEI INVESTMENTS CO | $21.9M | 302,293 | 0.02% | 2q | -17.5%-$4.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21.9M | 302,222 | 0.01% | 2q | +80.6%+$9.8M |
| Qube Research & Technologies Ltd | $20.6M | 284,656 | 0.02% | 2q | +9.1%+$1.7M |
| TimesSquare Capital Management, LLC | $19.2M | 264,791 | 0.28% | 2q | -15.4%-$3.5M |
| NEUBERGER BERMAN GROUP LLC | $18.7M | 259,078 | 0.01% | 2q | +13.0%+$2.2M |
| Fiera Capital Corp | $18.5M | 255,778 | 0.07% | 2q | -42.7%-$13.8M |
| BANK OF AMERICA CORP /DE/ | $17.0M | 234,806 | 0.00% | 2q | -17.4%-$3.6M |
| Public Sector Pension Investment Board | $16.8M | 232,134 | 0.04% | 2q | -4.0%-$700.4K |
| Creative Planning | $16.7M | 231,297 | 0.01% | 2q | +80.1%+$7.4M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $16.3M | 225,192 | 0.57% | 2q | HELD |
| BESSEMER GROUP INC | $15.9M | 220,249 | 0.02% | 2q | +6887.6%+$15.7M |
| MACKENZIE FINANCIAL CORP | $14.8M | 204,362 | 0.01% | 2q | +271.0%+$10.8M |
| UBS Group AG | $14.2M | 196,957 | 0.00% | 2q | -24.2%-$4.6M |
| BARCLAYS PLC | $13.8M | 191,197 | 0.00% | 2q | -34.1%-$7.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $13.8M | 190,115 | 0.00% | 2q | -35.5%-$7.6M |
| Squarepoint Ops LLC | $13.5M | 186,993 | 0.01% | 2q | -22.4%-$3.9M |
| AMERIPRISE FINANCIAL INC | $12.8M | 176,777 | 0.00% | 2q | -6.4%-$870.5K |
| RHUMBLINE ADVISERS | $12.5M | 172,290 | 0.01% | 2q | -23.1%-$3.7M |
| Legal & General Group Plc | $12.1M | 167,094 | 0.00% | 2q | +3.8%+$441.5K |
| CITADEL ADVISORS LLC | $11.5M incl. $1.6M options CALL+PUT | 137,589 | 0.00% | 2q | -57.2%-$15.4M |
| RENAISSANCE TECHNOLOGIES LLC | $10.8M | 149,840 | 0.01% | 2q | +204.6%+$7.3M |
| RAYMOND JAMES FINANCIAL INC | $10.2M | 141,005 | 0.00% | 2q | +5.4%+$518.2K |
| Swiss National Bank | $10.1M | 139,500 | 0.01% | 2q | HELD |
| FMR LLC | $9.7M | 134,514 | 0.00% | 2q | -78.0%-$34.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.7M | 134,292 | 0.00% | 2q | +0.9%+$83.8K |
| WELLS FARGO & COMPANY/MN | $9.6M | 132,465 | 0.00% | 2q | +84.0%+$4.4M |
| WINTON GROUP Ltd | $9.4M | 130,560 | 0.31% | 2q | +3.3%+$297.5K |
| Interval Partners, LP | $9.3M | 128,354 | 0.24% | 2q | -8.3%-$842.4K |
| MILLENNIUM MANAGEMENT LLC | $9.0M | 123,963 | 0.00% | 2q | +39.5%+$2.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.7M | 119,644 | 0.01% | 2q | +2.5%+$209.8K |
| OP Asset Management Ltd | $8.4M | 115,629 | 0.09% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $8.4M | 115,478 | 0.00% | 2q | -8.9%-$813.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $7.6M | 105,594 | 0.01% | 2q | +4.8%+$352.3K |
| Nicholas Investment Partners, LP | $7.5M | 103,379 | 0.42% | 2q | +5.1%+$365.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7.3M | 101,470 | 0.14% | 2q | +578.1%+$6.3M |
| Cander Asset Management LP | $7.1M | 97,903 | 1.31% | 2q | -8.4%-$645.3K |
| AXIOM INVESTORS LLC /DE | $6.9M | 95,230 | 0.06% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.8M | 93,982 | 0.00% | 2q | +18.5%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.5M | 89,743 | 0.02% | 2q | +479.6%+$5.4M |
| PRUDENTIAL FINANCIAL INC | $6.4M | 89,040 | 0.01% | 2q | -64.8%-$11.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.4M | 88,410 | 0.01% | 2q | -7.7%-$531.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.0M | 83,203 | 0.01% | new | NEW |
| XTX Topco Ltd | $5.8M | 80,751 | 0.08% | 2q | +784.7%+$5.2M |
| Schonfeld Strategic Advisors LLC | $5.6M | 77,634 | 0.02% | 2q | +271.3%+$4.1M |
| CRAWFORD INVESTMENT COUNSEL INC | $5.6M | 77,533 | 0.09% | 2q | +24.1%+$1.1M |
| DEUTSCHE BANK AG\ | $5.5M | 76,224 | 0.00% | 2q | +17.5%+$819.8K |
| Moody Aldrich Partners LLC | $5.2M | 72,085 | 0.94% | 2q | -21.5%-$1.4M |
| ROYAL BANK OF CANADA | $5.2M | 71,870 | 0.00% | 2q | -2.3%-$122.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.2M | 71,595 | 0.00% | 2q | +17.1%+$758.1K |
| Man Group plc | $5.2M | 71,588 | 0.01% | 2q | +80.6%+$2.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.1M | 70,119 | 0.01% | 2q | -55.6%-$6.4M |
| EFG International AG | $4.9M | 67,385 | 0.09% | 2q | -1.8%-$90.1K |
| AQR CAPITAL MANAGEMENT LLC | $4.9M | 67,312 | 0.00% | 2q | +39.2%+$1.4M |
| Ensign Peak Advisors, Inc | $4.8M | 66,535 | 0.01% | 2q | +814.9%+$4.3M |
| VAN ECK ASSOCIATES CORP | $4.8M | 66,087 | 0.00% | 2q | +4.5%+$206.5K |
| Jump Financial, LLC | $4.6M | 63,827 | 0.04% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $4.5M | 62,114 | 0.04% | 2q | -6.7%-$321.3K |
| FRED ALGER MANAGEMENT, LLC | $4.4M | 60,717 | 0.01% | 2q | -30.1%-$1.9M |
| NATIXIS ADVISORS, LLC | $4.3M | 59,255 | 0.00% | 2q | +1.1%+$47.7K |
| Quantinno Capital Management LP | $4.3M | 59,034 | 0.01% | 2q | +3.2%+$132.5K |
| CI INVESTMENTS INC. | $4.0M | 55,953 | 0.01% | 2q | +1.6%+$62.0K |
Showing the largest 100 of 428 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-22 | Directors or officers departed or appointed | filing |
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 | 96 | $45.4M | 719,247 | 9 | 27 | 30 | 0.0% |
| Q2 2026 | 428 | $4.5B | 61,745,011 | 88 | 142 | 108 | 0.8% |
| Q1 2026 | 397 | $4.7B | 60,005,154 | 376 | 16 | 1 | 1.5% |
| Q4 2025 | 420 | $5.2B | 15,191,702 | 58 | 126 | 114 | 0.5% |
| Q3 2025 | 383 | $5.3B | 15,103,261 | 58 | 129 | 92 | 0.4% |
| Q2 2025 | 360 | $4.2B | 15,008,939 | 48 | 116 | 110 | 0.3% |
| Q1 2025 | 360 | $3.6B | 14,437,188 | 46 | 131 | 99 | 0.4% |
| Q4 2024 | 353 | $4.3B | 14,273,050 | 36 | 116 | 98 | 0.8% |
| Q3 2024 | 336 | $4.1B | 14,493,250 | 53 | 107 | 88 | 0.4% |
| Q2 2024 | 312 | $3.3B | 14,345,167 | 55 | 100 | 78 | 0.2% |
| Q1 2024 | 284 | $2.8B | 14,033,066 | 46 | 82 | 76 | 0.3% |
| Q4 2023 | 256 | $2.4B | 13,454,615 | 31 | 63 | 75 | 0.2% |
| Q3 2023 | 238 | $1.9B | 12,813,660 | 25 | 62 | 75 | 0.3% |
| Q2 2023 | 234 | $1.6B | 12,340,573 | 23 | 68 | 71 | 0.3% |
| Q1 2023 | 249 | $1.7B | 12,359,770 | 39 | 62 | 74 | 0.4% |
| Q4 2022 | 246 | $1.5B | 11,716,888 | 35 | 67 | 80 | 0.9% |
| Q3 2022 | 229 | $1.4B | 13,229,781 | 22 | 52 | 85 | 0.3% |
| Q2 2022 | 239 | $1.5B | 13,259,026 | 31 | 70 | 71 | 0.6% |
| Q1 2022 | 251 | $1.8B | 13,650,329 | 34 | 77 | 68 | 0.7% |
| Q4 2021 | 258 | $3.1B | 17,010,654 | 36 | 62 | 80 | 0.7% |
| Q3 2021 | 233 | $2.6B | 18,943,692 | 40 | 65 | 61 | 0.2% |
| Q2 2021 | 210 | $2.5B | 19,440,102 | 25 | 63 | 65 | 0.1% |
| Q1 2021 | 204 | $2.1B | 19,136,712 | 19 | 51 | 68 | 0.2% |
| Q4 2020 | 212 | $1.9B | 19,202,959 | 34 | 51 | 60 | 0.2% |
| Q3 2020 | 184 | $1.5B | 19,871,665 | 22 | 39 | 66 | 0.1% |
| Q2 2020 | 180 | $1.2B | 19,956,519 | 25 | 49 | 63 | 0.1% |
| Q1 2020 | 173 | $1.2B | 24,707,807 | 20 | 50 | 47 | 0.0% |
| Q4 2019 | 188 | $1.5B | 18,309,884 | 18 | 59 | 53 | 0.1% |
| Q3 2019 | 191 | $1.5B | 19,166,545 | 24 | 51 | 53 | 0.3% |
| Q2 2019 | 188 | $1.4B | 18,778,006 | 27 | 55 | 48 | 0.7% |
| Q1 2019 | 189 | $1.4B | 18,614,495 | 24 | 50 | 43 | 0.1% |
| Q4 2018 | 177 | $9.8B | 149,019,572 | 4 | 1 | 4 | 0.0% |